Ayvens (ALLDF) Analyst/Investor Day Transcript

Ayvens ( ALLDF ) Analyst/Investor Day September 21, 2026 9:30 AM EDT Company Participants Stephane Marty - Head of Financial Communication & Investor Relations Philippe de Rovira - CEO & Director Berno. J. Kleinherenbrink - Deputy CEO & Group Regional Director of Baltics, Nordics, Benelux, DACH, APAC and Spain Patrick Sommelet - Deputy CEO & Group CFO Conference Call Participants Jacques-Henri Gaulard - Kepler Cheuvreux, Research Division Sharath Ramanathan - Deutsche Bank AG, Research Division Owen Paterson - Jefferies LLC, Research Division Jonathan Matthew Clark - Mediobanca - Banca di credito finanziario S.p.A., Research Division Geoffroy Michalet - ODDO BHF Corporate & Markets, Research Division Mourad Lahmidi - BNP Paribas, Research Division Harald Hendrikse - Citigroup Inc., Research Division Delphine Lee - JPMorgan Chase & Co, Research Division Philippe Houchois - Jefferies LLC, Research Division Peter Blaustein Reginald Watson - ING Groep N.V., Research Division Presentation Stephane Marty Head of Financial Communication & Investor Relations Welcome, and good afternoon to all. We are pleased to host you for this Capital Market Day. And I will present our new strategic plan with Patrick and Bernard. This presentation will be divided into 3 sections. A reminder of our track record in the last few years and of our environment, the presentation of the 3 pillars of our plan, our financial trajectory and a brief conclusion. Our clients at the heart of everything we do. They run from very large international corporations to local businesses and private consumers. While their needs can vary, they share a common expectation, their trusted fleet partner, Ayvens, provide them with a hassle-free mobility. It allowed them to focus on developing their businesses. Let me now give the floor to 3 of them. The first testimony is from Siemens. Ayvens operates for Siemens fleet across 29 countries. It highlights the breadth of services and value we provide to large international companies. [Presentation]