Regulated information Issy-les-Moulineaux, July 3, 2025 Monthly disclosure on share capital and voting rights Pursuant to Article L.233-8-II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers Registered name of the issuer: SODEXO255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX DateTotal number of sharesActual voting rights *Theoretical voting rights **June 30, 2025147,454,887216,581,020218,105,350 * Actual voting rights: all of ...

Financial Data and Key Metrics Changes - Revenue grew 4.6% year over year to $2.1 billion, driven by 3.8% organic growth and contributions from the 2024 acquisition of Quality Uptime Services [19][20] - Adjusted net income was $54.1 million or $0.86 per diluted share, up from $52.3 million or $0.82 per diluted share last year [20] - Adjusted EBITDA was $125.9 million compared to $121 million last year, with an adjusted EBITDA margin flat at 6.2% [20] Business Line Data and Key Metrics Changes - B and I revenue reached $1 billion, up 3% from last year, driven by expansion with existing clients and improved conditions in the US prime commercial office market [21] - M and D generated $398.1 million, a 2% increase year over year, with operating profit at $39.9 million and a margin of 10% [23] - Technical solutions delivered 19% revenue growth to $210.2 million, with continued demand for microgrids and mission-critical power services [24] Market Data and Key Metrics Changes - The prime vacancy rate for commercial office space declined 50 basis points year over year to 14.8%, compared to the broader office market vacancy rate of 19% [7][12] - E-commerce sales grew 6.1% year over year, reaching $300.2 billion, representing 16.2% of total retail [13] - Domestic air travel remains strong, with TSA data showing daily screenings frequently exceeding 2.5 million in May [14] Company Strategy and Development Direction - The company is focusing on high-quality office properties, manufacturing and distribution facilities, and energy resiliency [6][16] - There is a strategic shift in M and D from traditional cleaning to include ancillary support services, enhancing client relationships [9] - The company is investing in technical sales and industry-specific capabilities to capture growth in key sectors like semiconductors and data centers [9][16] Management's Comments on Operating Environment and Future Outlook - Management remains confident in core markets despite ongoing macroeconomic uncertainty, expecting delayed projects from Q2 to resume in Q3 [6][17] - The company is optimistic about sustaining healthy top-line growth and expanding margins over time [17] - Management highlighted the importance of the ERP implementation for operational efficiency and cash flow improvements [11][30] Other Important Information - Total indebtedness at the end of Q2 was $1.6 billion, with available liquidity of $657.8 million [26][27] - The company reaffirmed its full-year adjusted EPS guidance to be in the range of $3.65 to $3.80 [29] Q&A Session Summary Question: What is the expected earn-out on RavenBold? - The total earn-out for this year is expected to be about $30 million, with a total of approximately $280 million including previous amounts [36][38] Question: How is organic growth expected in the B and I business for the second half? - Management is optimistic about maintaining positive organic growth in B and I, despite potential choppiness [44] Question: Can you elaborate on the new service offerings in M and D? - The company is expanding its service offerings to include material handling and test balancing, which are expected to enhance client relationships and margins [49][53] Question: How is the company positioned in prime office markets? - The company has been winning in prime office markets due to strong execution, relationships, and investments in technology [86][88] Question: What is the outlook for ATS margins and project delays? - Project delays are expected to normalize in the second half, with margins anticipated to return to historical levels of 9% to 10% [68] Question: What is the current state of the education segment? - The education segment is stable, with a strong pipeline and good growth in renewals, supported by investments in facilities [70][72]

Financial Data and Key Metrics Changes - Aramark's organic revenue grew to $4.3 billion, representing a 3% increase, despite challenges such as facility exits and weather-related closures [8][20] - Operating income was $174 million, up 9.5% year-over-year, with adjusted operating income increasing to $205 million, reflecting an 11% rise on a constant currency basis [20][21] - Adjusted EPS was $0.34, a 22% increase compared to the prior year on a constant currency basis [23] Business Segment Data and Key Metrics Changes - In the U.S., organic revenue increased to $3.1 billion, approximately 1% growth, impacted by factors like facility exits [9][21] - The International segment reported organic revenue of $1.3 billion, a 10% year-over-year increase, with strong performance across multiple countries [12][13] - The U.S. segment's AOI growth was 5%, with margin improvement driven by supply chain efficiencies [21] Market Data and Key Metrics Changes - Client retention rate exceeded 98%, a level not typically seen at this point in the fiscal calendar [6][26] - New client wins totaled $760 million year-to-date, with expectations for net new business growth of 4% to 5% in fiscal 2025 [7][26] - The company experienced a monthly acceleration of revenue growth, reaching 6% in April [6][26] Company Strategy and Development Direction - Aramark is focused on leveraging its resilient business model to navigate market fluctuations and uncertainties [7][18] - The company aims to capitalize on growth opportunities in various sectors, including education, sports, and healthcare [12][18] - Continued investment in technology and supply chain optimization is a priority to enhance operational efficiency and client service [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving financial objectives for fiscal 2025, citing strong retention rates and a robust sales pipeline [6][26] - The company is monitoring macroeconomic trends, including tariffs, and believes its business model is well insulated from volatility [16][26] - Expectations for revenue growth to accelerate in the second half of the fiscal year, driven by new business and increased base business volume [26] Other Important Information - The company repurchased nearly 4 million shares, totaling about $140 million, as part of its capital allocation strategy [19][24] - Aramark's leverage is expected to remain around three times by the end of the fiscal year, with enhanced financial flexibility achieved through debt maturity extensions [19][24] Q&A Session Summary Question: Potential for net new business growth above 5% - Management indicated that they expect to exceed the multi-year growth range of 5% to 8% in the fourth quarter, driven by strong retention and new business [30][32] Question: Impact of inflation on Avendra and consumer behavior - Management confirmed that Avendra is effectively managing supply chain disruptions and can pass through inflationary costs, with no significant change in consumer behavior noted [34][36] Question: Expectations for pricing and margin expansion - Management expects pricing to align with inflation, with opportunities for incremental margin expansion driven by supply chain efficiencies and operational improvements [110]