UGI (UGI) Investor presentation summary

Strategic vision and values

• Focus on delivering positive energy daily, with a vision for customer-centric energy solutions by 2030.

• Core values include problem-solving, ownership, ethics, teamwork, innovation, and courage.

• Commitment to safety, customer focus, employee well-being, and advancing sustainability.

Business overview and segment performance

• Operates in 10 countries with 9,400 employees and 2.4 million customers, distributing natural gas, LPG, electricity, and renewables.

• Four main segments: Utilities, Midstream & Marketing, UGI International, and AmeriGas Propane.

• Utilities and Midstream & Marketing contributed 38% and 25% to YTD FY26 adjusted diluted EPS, respectively.

• 141 consecutive years of dividend payments, with a 5% average yield over three years.

Financial highlights and capital allocation

• Targeting 5-7% adjusted EPS CAGR from FY24 to FY29 and ≤3.75x leverage.

• $1 billion global LPG free cash flow over three years; 77% of $2B capex directed to natural gas.

• YTD FY26 adjusted diluted EPS at $3.17, with reaffirmed FY26 guidance of $2.75-2.90.

• Completed debt transactions expected to save ~$30M annually; leverage at 3.8x as of June 2026.