Luka Koper D.d. · LJSE:LKPG
Luka Koper D.d — CMA CGM — Investor Presentation (June 2025)
24 slides from Luka Koper D.d's investor presentation, June 2025
Slide 1: Reefer Shipping
REEFER Shipping
Slide 2: Agenda
1. Corporate Overview 2. CMA CGM Reefer Activity 3. Reefer Value Added Services 4. Maritimes Services via Koper 5. Reefer depots in Poland 6. Contacts 2
Slide 3: The CMA CGM Group
The CMA CGM Group The CMA CGM Group, led by Rodolphe Saadé, is a global player in sea, land, air and logistics solutions, employing more than 155,000 men and women worldwide, including nearly 6,000 in Marseille, where its head office is located. It is a family-owned company, driven by a unique set o
Slide 4: Beyond Shipping: More Than Just a Maritime Company
Beyond Shipping: More Than Just a Maritime Company 1978 1996 1998 2005 Creation of the Acquisition of the Acquisition Creation of the Foundation Compagnie Maritime Compagnie Générale d’Affrètement(CMA) by Maritime (CGM) Jacques Saadé Acquisition 2019 2017 2016 2014 2007 Acquisition Acquisition Acqui
Slide 5: Strong values that reflect our Group's corporate culture
Strong values that reflect our Group’s corporate culture EXCELLENCE EXEMPLARITY IMAGINATION BOLDNESS in every in every to pioneer tomorrow’s to always go above area situation transport and beyond and logistics solutions 5
Slide 6: Agenda
1. Corporate Overview 2. CMA CGM Reefer Activity 3. Reefer Value Added Services 4. Maritimes Services via Koper 5. Reefer depots in Poland 6. Contacts 6
Slide 7: CMA CGM, the Reefer Specialist: #2 worldwide
CMA CGM, the Reefer Specialist: #2 worldwide Une image contenant rue Description générée automatiquement ▪ CMA CGM is the 2nd Reefer container carrier in the world. ▪ The Group owns one of the largest and most recent fleets of refrigerated containers consisting of 20’, 40’ High Cube and 45’ PalletWi
Slide 8: CMA CGM, the Reefer Specialist: #2 worldwide
CMA CGM, the Reefer Specialist: #2 worldwide Major Reefer fleets (TEUs) 2025
Slide 9: Improving our service offer with new and upgraded services
CMA CGM, improving our service offer with new and upgraded CMA CGM services Since the Red Sea disruptions and despite the scarcity of equipment on the market, CMA CGM has managed to secure +25 KTeus of brand new units 513 K TEUs Q3 2025 500 K TEUs Q2 2025 495 K TEUs Q1 2025 488 K TEUs Q4 2024 + 25K
Slide 10: What does CMA CGM carry in Reefer?
What does CMA CGM carry in Reefer? 1.8M REEFER TEUs carried by CMA CGM in 2024 Others Chemicals Pharma 2% Dairy 2% 3% 9% Fruits 36% Foodstuff 10% 10% Vegetables 29% Proteins 10 REEFER PRESENTATION
Slide 11: Agenda
1. Corporate Overview 2. CMA CGM Reefer Activity 3. Reefer Value Added Services 4. Maritimes Services via Koper 5. Reefer depots in Poland 6. Contacts 11
Slide 12: CMA CGM+: Specific Needs, Specific Services
CMA CGM+: SPECIFIC NEEDS, SPECIFIC SERVICES CARGO CARE UPPLY CHAIN AGILITY Special Reefer Services Container Preparation Priority Visibility & Security Flexibility SEAPRIORITY SMART reefer coun DEYEEEX liquid CONTAINER eer, reach container TREATMENT CLIMACTICE ready fumigation i Lees controlled 9 at
Slide 13: ACT+ Choose to Decarbonize Your Shipments
CMACGMT ACT+ CHOOSE TO DECARBONIZE YOUR SHIPMENTS LOW CARBON SHIPPING Measure your carbon footprint ACT+ LOW CARBON SHIPPING Our range of Value-Added Services enabling to : Reduce your emissions REDUCTION REDUCTION REDUCTION REDUCTION Using available stocks of alternative energies, including UCOME,
Slide 14: Agenda
1. Corporate Overview 2. CMA CGM Reefer Activity 3. Reefer Value Added Services 4. Maritimes Services via Koper 5. Reefer depots in Poland 6. Contacts 14
Slide 15: 2025 | Strong uncertainties impacting supply chain paradigms
2025 | Strong uncertainties impacting supply chain paradigms US : impact of protectionism measures Geopolitical tensions Worldwide : 10% 57 countries with reciprocal tariffs* : up to 50% Mexico/Canada : 25% As from: 1st April 14th May – 12th August** China – USA 145% tariff’ decrease to 30% USA - Ch
Slide 16: PHOEX, Asia - Adriatic Direct
PHOEX, ASIA - ADRIATIC DIRECT 16 REEFER PRESENTATION
Slide 17: Alexandria port, a strategic location to serve the Egyptian market
Alexandria port, a strategic location to serve the Egyptian market Service Attributes ALEXANDRIA PORT Strategically located near Egypt's key population Key access point to MED, Europe & USA TRANS MISR TERMINAL (TMT) centers—North Coast, Delta, and Greater Cairo—home to about 100 million people (90%)
Slide 18: BMS - Bora Med Service
BMS - BORA MED SERVICE 18 REEFER PRESENTATION
Slide 19: Transit Times
TRANSIT TIMES* TORKIYE / MALTA / CYPRUS / EGYPT / LEBANON / SYRIA TO ADRIATIC / CYPRUS / EGYPT / LEBANON Fromy "” Ancona Ravenna Venezia Trieste Koper Rijeka © Bar ‘Taranto. ‘Malta. Limassol Alexandria. Beirut —_Lattakia. Tartous ("*) temir 13 4 16 7 7 23 24 2 9 2 4 35 36 37 Aliaga 12 13 re 16 7 2 2
Slide 20: Agenda
1. Corporate Overview 2. CMA CGM Reefer Activity 3. Reefer Value Added Services 4. Maritimes Services via Koper 5. Reefer depots in Poland 6. Contacts 20
Slide 21: Reefer Depot in Poland
REEFER DEPOT in Poland 21 REEFER PRESENTATION
Slide 22: Agenda
1. Corporate Overview 2. CMA CGM Reefer Activity 3. Reefer Value Added Services 4. Maritimes Services via Koper 5. Reefer depots in Poland 6. Contacts 22
Slide 23: Contacts
Contacts Reefer Sales: Artur Podsiedzik gdy.apodsiedzik@cma-cgm.com Poland Equipment: gdy.log@cma-cgm.com Reefer Sales: kpe.adriasales@cma-cgm.com Slovenia Equipment: kpe.ilsLOG@cma-cgm.com 23 REEFER PRESENTATION
Slide 24: amd
amd CMA CGM _ BETTER WAYS v —— a (?) e ANL APL CNC MERCOSULLINE LAMERIDIONALE C@V/A\ couSPRIVE CMACGMAIRCARGO WHYNOTMEDIA Logistics