DP Poland : DPP Investors presentation June 2022

DP Poland plc

Financial Update

June 2022

Investor Presentation

Legal Disclaimer

This trading update presentation (the "Presentation") has been prepared by DP Poland PLC (the "Company") in respect of its group (the "Group") and contains inside information as stipulated under the UK version of the Market Abuse Regulation (EU No. 596/2014) as it forms part of UK law by virtue of the European Union (Withdrawal) Act 2018 ("UK MAR").

The financial information referenced in this Presentation has not been audited and does not contain sufficient detail to allow a full understanding of the results of the Group. The information in this Presentation is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. It is the responsibility of any person publishing or communicating the contents of this document or communication, or any part thereof, to ensure compliance with all applicable legal and regulatory requirements. Nothing in this Presentation should be construed as either an offer or invitation to sell or any offering of securities or any invitation or inducement to any person to underwrite, subscribe for or otherwise acquire securities in the Company in any jurisdiction in which such offer or solicitation would be unlawful, or an invitation or inducement to engage in investment activity under section 21 of the Financial Services and Markets Act 2000 (as amended).

This Presentation includes statements that are, or may be deemed to be, "forward-looking statements". These forward-looking statements can be identified by the use of forward- looking terminology, including the terms "believes", "estimates", "plans", "anticipates", "targets", "aims", "continues", "expects", "intends", "hopes", "may", "will", "would", "could" or "should" or, in each case, their negative or other variations or comparable terminology. These forward-looking statements include matters that are not facts. They may appear in a number of places throughout this Presentation and include statements regarding the Directors' intentions, beliefs or current expectations concerning, amongst other things, the Group's results of operations, financial condition, liquidity, prospects, growth, strategies and the industries in which the Group operates. By their very nature, forward-looking statements involve risk and uncertainty because they relate to events, and depend on circumstances, that may or may not occur in the future. A number of factors could cause actual results and developments to differ materially from those expressed or implied by such forward-looking statements, including, without limitation: conditions in the public markets; the market position of the Group; the earnings, financial position, cash flows, return on capital and operating margins of the Group; the anticipated investments and capital expenditures of the Group; changing business or other market conditions; changes in political or tax regimes, exchange rates and clients; changes in governmental policies, and general economic conditions. These and other factors could adversely affect the outcome and financial effects of the plans and events described herein. Forward-looking statements contained in this Presentation, based on past trends or activities, should not be taken as a representation that such trends or activities will continue in the future. Subject to any requirement under the Aim Rules and UK MAR, the Company does not undertake any obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Readers should therefore not place undue reliance on forward-looking statements, which speak only as of the date of this Presentation.

No statement in this Presentation is intended to constitute a profit forecast or profit estimate for any period, nor should any statement be interpreted to mean that earnings or earnings per share for the current or future financial years would necessarily match or exceed the historical published earnings per share of the Company.

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GLOSSARY

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SUMMARY OF 2021 RESULTS AND YTD TRADING UPDATE

Strong topline performance in 2021. Delay in integration impacted bottom-line

• 2021 results summary - £31.2m system sales, Group EBITDA £1.1m, Loss for the period £4.4m
• Business impacted by COVID-19 and unforeseen delays in implementing merger synergies. These issues are broadly behind us now.

Positive headline trends this year

• DP Poland experienced strong LFL revenue growth in Q4 2021 of 21%. This momentum accelerated in Q1 2022 with 21.3% LFL growth. We are pleased to say that the YTD LFL revenue growth is now 25% through May, as LFL growth has accelerated in April and May.
• The Company seeing an increase in M&A opportunities and will review potential opportunities that have a clear strategic rationale and value accretive metrics.
• Proposed acquisition of Domino's Croatia. This deal is an all-share deal on an attractive valuation entry point giving us access to an attractive market place. In addition to buying into a new territory we are also bringing in a highly experienced management team who will own a significant stake in our business. Andrew Rennie and Nils Gornall are recognised as significant players in the world of Domino's.
• Your board was strengthened this year with the addition of Jeremy Dibb and Peter Furlong.
• DP Poland is experiencing record growth at present. We continue to pursue market share at a time when our competitors are in a weakened position. Against this backdrop we see it as a favourable time to execute value accretive acquisitions.

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