Global Dominion Access (DOM) Investor presentation summary

Strategic positioning and business model

• Operates in over 35 countries with more than 11,000 employees and revenues exceeding €1,000M, focusing on energy, digital, and industrial transitions through end-to-end solutions and innovative technology applications.

• Business structured into two main areas: Digital and Energy Transitions (GDT) and Sustainable Industrial Transition (GDE), with a strong emphasis on circular economy and decarbonization.

• Management model is built on four pillars: digitalization, diversification, decentralization, and financial discipline, supporting efficiency, risk mitigation, market proximity, and solvency.

• Recurring business segments now account for over 80% of revenue, surpassing the strategic target and enhancing predictability and resilience.

Financial performance and growth

• Q1 2026 organic sales growth was +5.3% at constant exchange rates, with EBITDA margin at 13.4% despite divestments and forex impacts.

• Strategic divestitures in 2025 affected comparability, but organic growth in both revenue (+5.3%) and EBITDA (+2.5%) was maintained.

• Segment analysis: GDE revenue grew organically by 4.3% with a 12.4% increase in contribution margin; GDT Services saw 17.1% organic growth; GDT Projects experienced a 17% decline in turnover due to slower project execution.

• Since IPO, turnover has increased 1.7x, EBITDA 3.0x, and over €450M in free cash flow has been generated.

Strategic plan and investment highlights

• 2024–2026 guidance targets >5% CAGR in sales, >7% CAGR in EBITDA, and >9% CAGR in operational cash generation, aiming for RONA >20% and net zero debt by plan end.

• Investment case centers on exposure to current trends, a comprehensive value chain approach, strong management, consistent cash flow, and ambitious growth targets.

• Share price appreciation potential of 73.4% by end-2025, with a target price of €5.74/share.