FUCHS GROUP Investor Presentation March 2026 Agenda | Megatrends 04 | Business Model | FUCHS – a profitable growth story 01 05 | Financial Results FY 2025 | Appendix 02 06 03 | Review FUCHS2025 E-Mobility Sustainability Digitalization 01 Business Model FUCHS AT A GLANCE | | | No. 1 | The Fuchs family holds | | --- | --- | --- | --- | | | | among the independent | 59% of | | | | suppliers of lubricants | ordinary shares | | 3 Established | | | | | generations ago as a | | €3.6 bn | | | family-owned business ...

Core Viewpoint - Exxon Mobil Corporation (NYSE:XOM) is highlighted as one of the best large-cap energy stocks to consider for investment, with a positive outlook driven by recent price target adjustments and market conditions [1][7]. Group 1: Company Overview - Exxon Mobil Corporation is recognized as one of the largest integrated fuels, lubricants, and chemical companies globally [2]. Group 2: Price Target and Analyst Ratings - Piper Sandler raised its price target for Exxon Mobil from $145 to $186, maintaining an 'Overweight' rating, indicating a potential upside of approximately 19% from the current share price [2]. Group 3: Market Conditions and Forecasts - The increase in price target is attributed to a $5 per barrel rise in the mid-cycle WTI price forecast, influenced by supply disruptions due to the US-Iran war, which has affected the Strait of Hormuz, a critical route for global crude oil and LNG supply [3]. - Current crude oil prices have surged to multi-year highs, with WTI crude oil futures trading just below $100 per barrel [3]. - Piper Sandler anticipates that the supply disruptions will have a lasting impact, forecasting a tightening of crude balances by about 2 million barrels per day (Mb/d) by 2026 compared to previous expectations [4]. - The firm expects that the combination of tight supply and high prices will encourage increased future investments to boost production [4].

Core Insights - Shell plc has agreed to sell Jiffy Lube International and its subsidiary Premium Velocity Auto to Monomoy Capital Partners for $1.3 billion, marking a strategic exit from the U.S. quick-lube service business while retaining its core lubricants brands [1][2][3] Transaction Details - The transaction involves the divestment of the Jiffy Lube brand and its network of franchised automotive service centers, along with Premium Velocity Auto, which operates over 360 locations across 20 U.S. states [2][3] - Shell will enter into a long-term lubricants supply agreement with Monomoy, ensuring that Jiffy Lube locations continue to use Shell products post-sale [3] Strategic Rationale - This divestment aligns with Shell's strategy to optimize its downstream portfolio and focus on higher-return opportunities, allowing the company to monetize a non-core retail service business [4] - Shell executives emphasized that the sale enables reinvestment in opportunities that generate higher returns [4] Brand and Operations Retention - Shell will retain ownership of its core lubricant brands, including Pennzoil, Quaker State, and Rotella, along with manufacturing, marketing, and distribution operations in the U.S. and Canada [5] - Jiffy Lube has been part of Shell's operations for over two decades, operating more than 2,000 service centers in the U.S. and accounting for approximately 6.5% of Shell's total lubricants volume in the U.S. and Canada [6]

Revolutionizing the recycling of Used Motor Oil. INVESTOR PRESENTATION – MARCH 2026 TSXV: GIII | OTCQB: ISRJF USD unless otherwise noted Forward Looking Statements & Non-GAAP Financial Measures Forward Looking Statements This presentation contains forward looking statements that reflect management's expectations regarding the future growth, results of operations, performance (both operational and financial) and business prospects and opportunities of ReGen III Corp. ("ReGen III" or the "Company"). All state ...

Core Insights - TotalEnergies Marketing India Private Limited (TEMIPL) held its annual lubricants distributor convention, emphasizing its commitment to innovation, collaboration, and sustainable growth in India [1][2] - The convention gathered 200 distributors and partners, focusing on a strategic roadmap for 2026 aimed at enhancing mutual trust and optimizing performance within TEMIPL's distribution network [2] - New product launches included TotalEnergies Hi–Perf Royal Cruiser 15W–50, Hi–Perf Scooter 5W–30, and ELF Moto 4 Scooter 5W–30, along with revamped packaging for TotalEnergies and ELF products [3] Company Performance and Recognition - TEMIPL recognized top-performing distributors at the convention, highlighting the importance of their contributions to the automotive aftermarket ecosystem in India [4] - The CEO of Lubricants Automotive India stated that trusted distributors are essential for success in India's lubricants market, ensuring timely product access and responsiveness to customer needs [5] Strategic Focus - The Director of Automotive Lubricant APME noted that India is a key growth market, with the 2026 strategy centered on innovation, operational excellence, and empowering the distributor ecosystem [6] - TEMIPL has been operating in India since 1993, with a growing presence in automotive and industrial lubricants, LPG, and special fluids, supported by seven industrial plants and a retail network [6][7]

Core Insights - The global synthetic ester lubricants for the telecommunications market is projected to grow from USD 87.37 million in 2025 to USD 170.31 million by 2035, at a CAGR of 6.96% from 2026 to 2035 [1] - The U.S. market is expected to increase from USD 17.82 million in 2025 to USD 33.54 million by 2035, with a CAGR of 6.58% during the forecast period [3] Market Drivers - Rapid expansion of 5G networks and increased deployment of telecom towers and base stations are key factors driving market growth [5] - The demand for high-performance lubricants that ensure reliable thermal management in high-density equipment is rising due to the growth of data centers and telecom infrastructure [4][5] Product Type Analysis - Diester lubricants held a market share of 34.53% in 2025, attributed to their thermal stability and compatibility with telecom equipment [6] - Complex ester lubricants are anticipated to grow at the fastest CAGR of 7.62% from 2026 to 2035, driven by the need for higher-temperature operations and improved oxidative stability [7] Application Segmentation - Cooling systems and thermal management accounted for 36.12% of the market in 2025, expected to grow at a CAGR of 7.30% from 2026 to 2035 due to increasing heat loads from dense network equipment [8] Equipment Type Insights - Telecom towers and base transceiver stations (BTS) represented 34.23% of the market in 2025, driven by the expansion of mobile network coverage [9] - Data centers and network switching equipment are projected to grow at a CAGR of 7.32% from 2026 to 2035, reflecting the shift towards cloud computing and high-speed data traffic [9] End-User Analysis - Telecom network operators dominated the market with a share of 37.24% in 2025, responsible for maintaining extensive networks [10] - Data center operators are expected to grow at the fastest CAGR of 7.37% from 2026 to 2035, driven by global digital transformation [10] Regional Insights - Asia Pacific led the market with a 38.46% share in 2025, fueled by rapid telecom infrastructure expansion in countries like China and India [11] - North America accounted for 26.24% of the market in 2025, benefiting from the deployment of 5G networks and the expansion of data centers [12] Key Players - Major companies in the market include Exxon Mobil Corporation, Royal Dutch Shell plc, TotalEnergies SE, and Chevron Corporation among others [13] Recent Developments - ExxonMobil expanded its production capacity for synthetic lubricants in September 2025 to meet demand in Asia Pacific [14] - Shell launched a specialized cooling solution for data centers in June 2025 [14]

Core Viewpoint - Stonepeak, a prominent alternative investment firm, has announced an agreement to acquire a majority controlling interest in Castrol from BP, valuing the business at approximately $10.1 billion [1] Group 1: Transaction Details - The transaction involves Stonepeak acquiring a majority controlling interest in Castrol, a global leader in lubricants [1] - BP will retain a 35% minority interest in Castrol as part of the transaction [1] Group 2: Company Background - Castrol is recognized as a global leader in the lubricants industry [1] - Stonepeak specializes in infrastructure and real assets, indicating a strategic alignment with Castrol's operations [1]

Core Viewpoint - BP is close to selling a majority stake in its Castrol lubricants business to Stonepeak, valuing the division at $10 billion including debt [1] Group 1 - The deal involves a majority stake sale, indicating BP's strategic move to divest from certain business segments [1] - The valuation of the Castrol division at $10 billion reflects the significant market position and potential of the lubricants business [1]

Group 1 - The sale of the lubricants business is part of the British energy giant's strategy to raise $20 billion through asset sales [1] - This divestment aligns with the company's broader efforts to streamline operations and focus on core areas of growth [1] - The lubricants business is expected to attract significant interest from potential buyers due to its established market presence [1] Group 2 - The company aims to utilize the proceeds from asset sales to strengthen its balance sheet and invest in renewable energy projects [1] - This move reflects a growing trend in the energy sector where companies are divesting non-core assets to enhance financial flexibility [1] - The planned asset sales are part of a larger restructuring initiative aimed at improving operational efficiency and shareholder returns [1]

Core Insights - TotalEnergies Marketing India Private Limited (TEMIPL) has partnered with Energy Core Lanka (Pvt) Ltd to introduce a new range of high-performance lubricants in Sri Lanka, aimed at enhancing mobility and industrial growth [1][3] - The product range includes automotive lubricants, industrial lubricants, and specialized solutions, which are backed by advanced research and development and global partnerships, ensuring high performance and reliability [2][3] Company Overview - TotalEnergies has been operating in India since 1993, focusing on lubricants for automotive and industrial applications, LPG, and special fluids, with a network of seven industrial plants and Auto LPG Dispensing Stations [4] - The Marketing & Services division of TotalEnergies offers a wide range of energy products and services, including petroleum products, biofuels, and electric vehicle charging services, operating in 107 countries with over 31,000 employees [6] Partnership Details - The partnership aims to leverage TotalEnergies' global expertise in lubrication technology to meet the growing demand in the Sri Lankan market, enhancing efficiency and reliability for industrial customers and vehicle users [3][8] - Energy Core Lanka, as the authorized distributor, aims to deliver world-class lubrication solutions, drawing on its extensive experience in various sectors [8][9]