Unimot (UNT) Investor presentation summary

Market environment and regulatory response

• Polish administration introduced measures such as VAT and excise reductions, and set wholesale prices and maximum retail margins to address fuel market volatility.

• Strong competition for fuel products from Asia and Africa, with LNG cargoes being redirected from Europe to other regions.

• Land premiums for diesel and gasoline in Poland increased by 200 PLN, reflecting market adjustments.

Operational performance and sales trends

• Weekly average daily sales at AVIA stations and UNIMOT terminal deliveries showed fluctuations, with notable peaks in both metrics during early 2026.

Market sentiment and strategic positioning

• Uncertainty and concerns about market stability persist, with significant influence from Germany and questions about Ukraine's role as an importer or exporter.

• Poland is positioning itself as a central hub in the European fuel market.