NET wers BARCLAYS GLOBAL CONSUMER STAPLES CONFERENCE September 3-4, 2025 Statements contained in this presentation and certain other written or oral statements made from time to time by Flowers Foods, Inc. (the "company", "Flowers Foods", "Flowers", "us", "we", or "our") and its representatives that are not historical facts are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to current expectations regarding our business and ou ...

Strategy & Vision - Alpargatas is shifting its strategy to focus on core strengths, prioritizing financial discipline and sustainable growth[10, 15] - The company's vision is to "Inspire the world to walk a lighter path"[21] - A revamped strategy planning process aims for end-to-end alignment across Alpargatas' value creation priorities[25] Market & Portfolio - The company is refocusing on flip-flops, addressing consumer needs before expanding into new categories[49, 52] - In Brazil, the company aims to protect its leading position in the grocery channel and women's category while growing in specialized channels and men's/kids' segments[17, 60] - Havaianas International has a significant market opportunity, particularly in Italy, England, France, Spain and the USA, but needs to focus on gaining market share in flip-flops[61, 82] Operational Efficiency & Capital Allocation - The company is implementing a Zero-Based Budgeting (ZBB) approach and simplifying operations to improve efficiency and support future growth[26, 157] - Capital allocation will be more disciplined, focusing on automation and optimizing logistics[17, 136] - Rothy's has shown steady growth, with net sales reaching $226 million and a gross margin of 63.3%[144, 145] International Markets - The company aims to build a consistent international business by focusing on priority markets and executing a clusterization playbook[16, 41, 84] - In Europe, the company is addressing issues such as high prices and declining service levels, reallocating marketing budget to brand building, and streamlining operations[98, 101, 365, 371] - In the US, the company is transitioning to an own operation model and expanding distribution in mid-tier and sports/athletic channels[123, 107] Sustainability & Culture - The company is committed to operating according to circular economy principles, reducing the impact of operations, and promoting diversity, inclusion, and local development[597] - The company has invested R$76 million between 2003 and 2024 through the Alpargatas Institute to create opportunities for communities[598]

Polymed Overview - Polymed is a leading MedTech company in India with a global presence, serving over 125 countries[9] - The company has a significant manufacturing capacity of over 1.8 billion devices per year[14] - Polymed has a diverse product portfolio across 12 specialities[7] and holds over 334 patents[10] - Polymed's total income has grown at a CAGR of 22% from FY2022 to FY2025, reaching INR 1,670 Cr in FY2025[40] Acquisition of Pendracare Group - Polymed is acquiring 90% of Pendracare Group for an upfront equity consideration of approximately EUR 11 million, with a total upfront payout of around EUR 14.2 million including inter-group loan liabilities[44] - The acquisition includes taking over net external debt of EUR 2.9 million[44] - Pendracare's CY24 revenue was EUR 9.9 million, with a gross profit of EUR 7.3 million and EBITDA of EUR 1.4 million[44] - The EV/Revenue and EV/EBITDA multiples for the transaction are 1.83x and 13x respectively, based on CY24 financials[44] Strategic Rationale - The acquisition provides Polymed with a unique interventional cardiology consumable asset in Europe[1,48] - Polymed expects to generate annual EBITDA synergy of EUR 3-4 million in the next 3-4 years[68] - Pendracare has product registration in more than 60 countries[44,48]

Financial Performance & Growth - Funds Under Management and Advice (FUMA) reached £19.2 billion[11], driven by acquisitions and strong market/investment performance[10] - Revenue increased by 4.6% to £111.6 million[16], supported by acquired financial planning businesses[35] - Underlying profit before tax was £28.9 million[113] - Total FUM increased by 7% to £16.6 billion[11] from £15.5 billion[11] Strategic Initiatives & Cost Management - The company's strategy to 'Reignite Growth' is delivering results[5, 37, 72] - Underlying costs (pre-acquisitions) were £76.4 million[8], with reported costs at £76.5 million[24], indicating flat BAU costs[23] - A share buyback program of up to £10 million is in place, with £8.1 million already deployed[103] Segment Performance - Platform Managed Portfolio Service (MPS) FUM grew by 29%[20] - Advised assets increased 2.2x due to acquisitions, with AUA yield improving by 10.8bps[22] Future Outlook - Medium-term targets include annualised net inflows of 5% and BAU costs growth of less than 5%[106] - The company is confident in delivering medium-term targets[33]

Marine Sector Overview - The Marine sector has a strong platform for growth due to specialist capabilities and high barriers to entry[6] - Structural growth is expected from global naval fleet recapitalisation[6] - Increased opportunities are driven by design and build activities with a pipeline exceeding £17 billion and long-term support with a pipeline exceeding £5 billion[6] - The Marine sector is confident in delivering MSD growth and margin improvement to over 9% in the medium term[6] Financial Performance and Pipeline - Marine FY25 revenue is £0.9 billion[9] - The contract backlog for design and build is £0.9 billion, with a pipeline exceeding £17 billion[16] - The contract backlog for support is £1.5 billion, with a pipeline exceeding £5 billion[16] - Advanced manufacturing has a medium-term pipeline exceeding £500 million[68] Design and Build - Design and build revenues are projected to double to £500-£600 million over the medium term[39] - Advanced manufacturing has a backlog of approximately £360 million over 4 years for the US-UK Common Missile Compartment programme, with approximately 80% market share[56]

Project Economics Improvement - NPV increased by 38% to $1.888 billion due to leach optimization and new mine plan[16] - Levered NPV increased by 33% to $1.998 billion[16] - Average annual revenue is estimated at $575 million over the Life of Mine (LOM)[16] - Average annual Lithium Hydroxide (LiOH) production is projected at 21,900 tonnes per annum (tpa) over the LOM[16] - Average annual Boric Acid production is projected at 68,000 tpa over the LOM[16] - Ore Reserves are estimated at 260 million tonnes[15, 16] Operating Costs and Production - All-in sustaining cash cost (AISC) is estimated at US$5,626 per LCE tonne, placing the project in the bottom quartile of the global lithium cost curve[15] - Reagents account for approximately 49% of the operating expenses (Opex)[22, 37] - The project aims for a stable, secure, long-term supply with 75% of revenue from Lithium and 25% from Boron[48, 50] Project Status and Resources - The project has received its final federal permit and is shovel-ready[15, 27] - A US Department of Energy (DOE) loan of $996 million has been secured[15, 27] - The Mineral Resource is large and expandable, totaling 539,458 ktonnes[29]

WEST AFRICA'S RISING GOLD EXPLORER For personal use only public speaking RAPIDLY ADVANCING BOUNDIALI (2.41MOZ) & NAPIÉ (0.87MOZ) GOLD PROJECTS INVESTOR PRESENTATION | SEPTEMBER 2025 www.aurumres.com.au | ASX:AUE Perth, Western Australia Lesson one: Disc la im e r This p re se nta tio n p re p a re d b y Aurum Re so urc e s Ltd ("Co mp a ny") does not p urp o rt to c o nta in a ll the info rm a tio n tha t a p ro sp e c tive inve sto r may re q uire in c o nne c tio n with a ny p o te ntia l inve stm e nt in ...

KMD Brands David Kirk Chairman of the Board 2 Agenda 3 Driving Financial Performance Carla Webb -Sear - Group CFO 4 Brand CEO priorities Ashley Reade - CEO, Rip Curl Megan Welch - CEO, Kathmandu Amy Beck - President, Oboz Footwear 5 What to expect moving forward Brent Scrimshaw - Group CEO 1 Why KMD Brands? David Kirk - Chairman of the Board 2 KMD Brands Group Strategy Brent Scrimshaw - Group CEO 3 Built for purpose | Outdoor lifestyle and adventure | Seasonally diverse Technical activity-based outdoor appa ...

Equity Raising and Financial Strategy - Lotus Resources is undertaking an equity raising of approximately A$65 million through a placement of new shares [36, 92] - The offer price for the new shares is A$0.19 per share, representing a 15.6% discount to the last closing price on September 2, 2025 [92] - The equity raise aims to strengthen the balance sheet, providing financial flexibility for offtake strategy, inventory accumulation, and capital optimization [36, 92] - Approximately US$18 million (A$28M) of the proceeds will fund grid connection costs, previously intended to be funded off-balance sheet [41, 92] - Approximately US$2 million (A$2M) will fund remaining mining equipment, also previously intended to be funded by the contractor [41, 92] - US$17 million (A$26M) is allocated for the tailings storage facility (TSF) in FY2026, following detailed design changes [41, 92] Operational and Production Overview - Kayelekera restart achieved on schedule and within budget, with first yellowcake drummed in Q3 2025 [36, 52] - Targeting a steady-state production level of 2.4 Mlbs of U3O8 per annum in Q1 2026 at Kayelekera [36, 56] - The Accelerated Restart Plan for Kayelekera had an initial restart capex of US$50 million [52] Resource Base and Future Growth - The company has a strategic dual-asset portfolio with 165 Mlb U3O8 Global Mineral Resource [37] - Letlhakane scoping study indicates potential to be a 5.5 Mlbpa uranium producer [21]

Pipeline and Programs - Crescent Biopharma is developing CR-001, a PD-1 x VEGF bispecific antibody with the same mechanism of action (MoA) as ivonescimab, with an IND expected in 4Q25[7, 9] - CR-002 and CR-003 are Antibody-Drug Conjugates (ADCs) with topoisomerase inhibitor payloads, targeting undisclosed solid tumor targets, with CR-002's IND expected in mid-2026[7, 9] - CR-001 is designed to reproduce ivonescimab's established pharmacology and has the potential to move to frontline use in the $50 billion+ PD-(L)1 immunotherapy market[9] Market and Clinical Data - The anti-PD-(L)1 global sales reached $50 billion in 2024, with Keytruda leading with approximately $30 billion in revenue across 20+ oncology indications[9, 25, 26] - Ivonescimab demonstrated superiority in Progression-Free Survival (PFS) over pembrolizumab in a Phase 3 Non-Small Cell Lung Cancer (NSCLC) trial, with a PFS Hazard Ratio (HR) of 0.51[27, 28] - Ivonescimab at 9 months showed 56% progression-free survival compared to pembrolizumab's 40%[28] Financial and Corporate - Crescent Biopharma was launched with assets discovered and developed by Paragon Therapeutics, which was founded by Fairmount Funds in 2021[8] - Prior companies founded using Paragon's antibody technology have collectively raised >$2 billion[8] - Current cash is expected to fund operations through 2027, supporting key milestones such as the CR-001 IND in 4Q25 and initial clinical data in 2H26[3, 97]