Investor Insights from CEOs & CFOs | Financial Results & Presentations | seat11a

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Aug 2026

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Investor Insights from CEOs & CFOs | seat11a features CEO interviews, CFO interviews, investor presentations, financial results, earnings presentations, elevator pitches, deep dives and strategy updates from publicly listed companies. Discover clear equity stories, business models, growth strategies, ESG updates, capital markets insights and stock market perspectives for private investors, portfolio managers, analysts and anyone following European stocks, global equities and listed company performance.

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August 29, 20265 min

Kontron AG Financial Results H1 2026 | Defense Growth, Record Backlog & Outlook

Kontron AG First Half 2026 Financial Results Presentation In this Financial Results presentation on seat11a, Clemens Billek, CFO of Kontron AG, presents the company’s First Half 2026 Financial Results, covering profitability, growth across strategic markets, order momentum, restructuring initiatives and recent commercial developments. Q2 2026 Profitability and Strategic Market Growth Kontron delivered further earnings improvement in Q2 2026, with adjusted EBITDA increasing to €55 million, around 20% above both Q1 2026 and the prior-year quarter. The performance was supported by continued growth across several of the Group’s strategic markets, including Defense with 32% growth, Software with 16% and Transportation with 11%. Record Order Backlog and Strong Book-to-Bill Ratio Order momentum remained particularly strong. Kontron achieved a book-to-bill ratio of 1.55, while its backlog reached a record €2.75 billion. The presentation illustrates the scale of this development: backlog has increased consistently from approximately €804 million in 2020 to €1.46 billion in 2022, €2.08 billion in 2024, €2.50 billion in 2025 and approximately €2.75 billion in 2026. High Revenue Visibility for 2026 Revenue visibility for 2026 is also high. The company generated €737 million of revenue during the first half, complemented by approximately €875 million of open backlog scheduled for the remainder of 2026. Together, this represents approximately €1.61 billion and, according to management, provides full coverage of the company’s 2026 revenue expectations. Defense, Software and Transportation Growth Defense continues to develop into an increasingly important growth market for Kontron. The company expects Defense revenue to exceed €200 million in 2026, while Software and Transportation are also delivering double-digit growth. Recent Transportation wins include major railway projects across several European markets, reinforcing the Group’s position in mission-critical infrastructure technology. GreenTec Restructuring and Cost Savings Kontron is also progressing with the restructuring of its GreenTec business. The program is expected to deliver approximately €30 million in run-rate savings, with 424 FTE reductions already implemented out of the targeted 500. These measures are designed to structurally improve profitability and concentrate resources on higher-growth technology markets. 5G Automotive Connectivity and Ennoconn/Foxconn Partnership In automotive connectivity, Kontron secured its first European OEM customer for 5G NAD modules manufactured in Germany, adding another growth opportunity within next-generation connected mobility. At the same time, the strategic partnership with Ennoconn/Foxconn is expected to generate approximately €40 million of annual synergies over the coming years. Improving Profitability and Long-Term Growth Drivers Overall, Kontron’s H1 2026 results demonstrate a combination of improving profitability, strong order intake and increasing exposure to higher-growth markets. The record backlog provides substantial revenue visibility, while Defense, Software, Transportation, restructuring savings and strategic partnerships provide additional drivers for the Group’s development. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. By using seat11a.com, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 21, 202613 min

BRAIN Biotech AG Company Presentation | Specialty Enzymes, BioIncubator & Growth Strategy

BRAIN Biotech AG Company Presentation: Key Takeaways BRAIN Biotech AG Company Presentation In this Company Presentation on seat11a, Michael Schneiders, CFO of BRAIN Biotech AG, presents the company’s business model, biotechnology platform, growth opportunities and long-term strategy to become one of the world’s leading specialty enzyme companies. Industrial Biotechnology and Specialty Enzyme Solutions BRAIN Biotech is an industrial biotechnology company developing specialty enzymes, microorganisms and biological solutions for applications across food, life sciences and industrial markets. The company uses cells, microorganisms and biomolecules to develop biological processes that can operate under milder conditions, use renewable raw materials and reduce waste and emissions compared with conventional industrial processes. BRAINBiocatalysts and BRAINBioIncubator The company operates through two complementary pillars. BRAINBiocatalysts comprises the core specialty enzyme business, while BRAINBioIncubator contains selected high-innovation projects and participations with additional commercialisation potential. In FY 2024/25, BRAIN generated approximately €45.4 million in annual revenue and €4.4 million in adjusted EBITDA, complemented by approximately €4.2 million of recurring revenues. Integrated Enzyme Value Chain and Biotechnology Platform A key strength is BRAIN’s position across the entire enzyme value chain. Its capabilities extend from biological discovery, protein engineering and microbial strain development through fermentation, scale-up and industrial production to formulation, sales and distribution. BRAIN combines these capabilities across three business models: proprietary enzyme products and ingredients, contract research and contract manufacturing. This integrated structure enables the company to provide customised biological solutions while developing long-term relationships with industrial customers. Global Industrial Enzyme Market and Growth Opportunities The market opportunity is substantial. BRAIN estimates that the global market for industrial enzyme applications will expand by around 6–7% annually through 2030/2035, supported by structural trends including sustainability, resilience, changing food consumption and new pharmaceutical applications. Within BRAINBiocatalysts alone, management identifies more than €2 billion in accessible enzyme markets across applications including dairy, baking, brewing, fruit juice and wine, starch processing, life sciences and other specialties. Current BRAIN market shares remain mostly in the single digits, providing significant room for expansion. BRAINBioIncubator and Biotechnology Innovation Projects The second pillar, BRAINBioIncubator, provides additional value creation opportunities from breakthrough biotechnology projects. Its portfolio spans areas including fermented food and beverages, biological gold recovery, natural antimicrobials, chronic wound treatment, genome-editing technologies and pharmaceutical royalties. Management is increasingly partnering these projects with specialised external companies to share development costs, reduce risk and accelerate commercialisation. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 19, 202612 min

JOST Werke SE Elevator Pitch | Global leader for mission-critical system for commercial vehicles

JOST Werke SE Elevator Pitch Presentation In this Elevator Pitch on seat11a, Romy Acosta, Head of Investor Relations at JOST Werke SE, presents the company’s business model, competitive positioning, global footprint and long-term growth ambitions. Mission-Critical Systems for the Commercial Vehicle Industry JOST is a global supplier of mission-critical systems for the commercial vehicle industry, serving on-highway transportation as well as off-highway applications across agriculture, construction and mining. Its portfolio includes fifth wheels, landing gears, front loaders, hydraulic cylinders and tipping systems—products that directly influence how commercial vehicles perform their intended functions. Strong Relationships with OEMs and End Customers An important feature of JOST’s business model is its relationship with the end customer. While products are frequently sold through vehicle manufacturers, fleet operators, farmers and other end users often actively specify which branded systems should be installed. This creates a strong push-and-pull sales model between JOST, OEMs, distributors and end users. High Barriers to Entry Through Brand, Reliability and Installed Base The combination of brand recognition, reliability, a large installed base and close technological integration with OEM platforms creates high barriers to entry. Customers frequently standardise their fleets around specific systems to simplify spare-parts availability, maintenance and training. At the same time, the cost of JOST’s components is relatively small compared with the value of the commercial vehicle, while a component failure can prevent the vehicle from performing its core function and create substantial downtime costs. Global Market Leadership Across Core Product Categories These characteristics have contributed to highly concentrated markets. Management states that JOST holds the number-one position in almost all regions for several core product categories, including fifth wheels, landing gears, tipping systems and front loaders. JOST Werke Financial Performance and Global Footprint In 2025, JOST generated approximately €1.5 billion in revenue, a gross profit margin of 27.7%, adjusted EBIT of around €145 million, an adjusted EBIT margin of 9.5%, and free cash flow of approximately €126 million. The Group employs around 6,500 people and has production facilities and sales offices in more than 35 countries. Diversification Across On-Highway, Off-Highway and Aftermarket The business is also broadly diversified. Around half of sales come from on-highway transportation and half from off-highway markets. Its revenues are distributed across EMEA, the Americas and APAC, while approximately 28% of Group sales are generated through the aftermarket and spare-parts business. Customer concentration is particularly low, with no individual customer accounting for more than 4% of revenue. AMBITION 2030 Growth and Profitability Targets JOST is now pursuing further growth across its existing and newer product categories. In the first half of 2026, the company achieved 9% organic growth, while its longer-term ambitions target more than €2 billion in revenue by 2030, adjusted earnings per share above €10, and an adjusted EBIT margin within a 10–12% corridor. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 19, 20267 min

JOST Werke SE Financial Results H1 2026 | Hyva Integration & Outlook

Presented by Romy Acosta, Head of Investor Relations In this latest financial results presentation on seat11a, Romy Acosta of JOST Werke SE presents the company’s Q1 2026 financial results and provides an update on current developments across the global commercial vehicle market. Mixed Market Conditions Across Global Transport Markets JOST operates as a leading supplier of safety-critical systems for trucks, trailers, agricultural machinery, and off-highway applications. As a globally diversified supplier to transport and logistics markets, the company remains exposed to broader developments in industrial production, freight demand, and commercial vehicle activity across key regions. During Q1 2026, market conditions remained mixed across different geographies and customer groups. Demand trends in truck and trailer markets continued to reflect ongoing macroeconomic uncertainty, while agricultural and off-highway markets developed differently across regions. Against this backdrop, JOST continued to focus on operational discipline, efficiency measures, and maintaining profitability through the cycle. Diversified Business Model Supports Resilience A key theme of the quarter remains the company’s ability to balance cyclical market fluctuations through its diversified business model and broad product portfolio. JOST’s portfolio spans multiple commercial vehicle and industrial applications, including truck and trailer systems, agricultural components, and off-highway technologies. This diversification continues to support resilience across varying regional and sector-specific demand environments. The company also benefits from its broad international footprint across Europe, North America, and Asia, as well as long-standing relationships with OEM customers and aftermarket partners. Operational Discipline and Efficiency Measures Remain a Priority In the current environment, management continues to prioritize operational execution, cost efficiency, and disciplined resource allocation. JOST remains focused on protecting profitability and maintaining flexibility while navigating cyclical fluctuations in global transport and industrial markets. Supply chain management, production flexibility, and operational efficiency programs remain important levers in balancing market volatility and supporting stable financial performance. Innovation and Long-Term Product Development Alongside short-term operational priorities, JOST continues to invest in innovation and long-term product development. The company remains focused on safety-critical technologies, efficiency-enhancing systems, and solutions aligned with evolving transport and logistics requirements. Electrification, digital integration, and efficiency improvements across commercial vehicle systems continue to shape the long-term strategic direction of the business. Investor Perspective For investors, the key focus remains on developments in global truck production, trailer demand, freight activity, and broader transport market trends, all of which continue to influence the operating environment for the company. JOST’s investment case continues to center around its diversified market exposure, resilient business model, operational discipline, and positioning within global transport and logistics supply chains. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 14, 20269 min

Hypoport SE Financial Results H1 2026 Growth Recovery, Platform Momentum & Outlook

Hypoport SE First Half 2026 Financial Results Presentation In this financial results presentation on seat11a, Ronald Slabke, CEO of Hypoport SE, presents the company's First Half 2026 Financial Results and discusses profitable growth across the Group's Real Estate & Mortgage, Financing and Insurance platforms, continued market share gains, the development of Europace and WOWIPORT, artificial intelligence and the outlook for 2026. First Half 2026 Financial Performance and Profitable Growth Hypoport delivered a solid first half despite subdued economic conditions and geopolitical volatility. Revenue increased 5% to €319 million, while gross profit rose 5% to €138 million. Profitability developed significantly faster, with EBIT increasing 20% to €19.3 million and the EBIT margin on gross profit improving from 12% to 14%. All three operating segments contributed to gross profit growth. Real Estate & Mortgage Platforms and Market Share Gains The Real Estate & Mortgage Platforms segment generated gross profit of €85 million, up 4%, and EBIT of €23.9 million. Hypoport continued to gain market share in mortgage financing, particularly among regional banks, despite an overall contracting market. At the same time, VALUE AG continued its progress towards profitability, recording only a small loss of less than €0.5 million during the first half. German Housing Market and Europace Mortgage Platform Developments in the German housing market remained mixed. Mortgage rates stayed elevated, while the supply of properties for sale continued to increase and rental supply remained constrained. On Europace, purchases remained the largest source of mortgage volume, while financing for new construction continued its recovery. Management views the structural shift from Germany's increasingly constrained rental market towards home ownership as an important long-term driver of mortgage demand. Financing Platforms and WOWIPORT Growth The Financing Platforms segment increased gross profit by 5% to €34 million, while EBIT rose 35% to €2.4 million. The WOWIPORT platform continued its rapid expansion, with ERP units under contract increasing 29% to 734,000. Hypoport continued investing heavily in WOWIPORT and its personal-loans platform while simultaneously improving segment profitability. Insurance Platforms Return to Profitability The Insurance Platforms segment also improved significantly, with gross profit increasing 10% to €17 million and EBIT reaching a positive €1.1 million, compared with a loss in the prior-year period. Growing digitalisation requirements and consolidation within insurance distribution continue to support demand for platform-based solutions. Artificial Intelligence and the Future of Europace Another central theme is artificial intelligence. Hypoport is investing in AI capabilities across its platforms and sees Europace increasingly developing into an integration infrastructure connecting consumers and advisers with specialised AI, generative LLMs, brokers, banks and hundreds of financial product providers. This forms part of the company's longer-term strategy to further digitalise the German mortgage value chain. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 7, 202613 min

ZEAL Network SE Financial Results H1 2026 | Results & Outlook

ZEAL Network SE H1 2026: Key Takeaways ZEAL Network SE First Half 2026 Financial Results Presentation In this financial results presentation on seat11a, Andrea Behrendt, CFO of ZEAL Network SE, presents the company’s First Half 2026 Financial Results and discusses record financial performance, operational developments, customer acquisition, product diversification, and strategic expansion into the United Kingdom. Record First Half 2026 Financial Performance ZEAL delivered the strongest first half in its corporate history, generating record revenue of €121.8 million, representing year-on-year growth of 20%. EBITDA increased 10% to €38.9 million, corresponding to a margin of 31.9%, while net profit rose 11.9% to €21.8 million. Management attributes this performance to higher lottery billings, improved jackpot conditions, expanding gross margins, growing monthly active users and continued product diversification. Lottery Billings, Customer Growth and Games Business Lottery billings increased 13% to €595.9 million, supported by stronger customer activity and improved jackpot dynamics. Monthly active lottery users grew 9%, while newly registered customers reached a record 659,000 during the first half. At the same time, the Games business continued to expand, delivering 17% revenue growth alongside a 34% increase in monthly active users as ZEAL broadened its games portfolio. Product Diversification and UK Expansion Strategy A major focus of the presentation is the company’s diversification strategy. Management highlights the continued success of Traumhausverlosung, the launch of the new Traumautoverlosung, and the acquisition of SevenCanyon Ltd., which provides immediate access to the UK’s large and attractive prize draw market while reducing dependence on the German jackpot cycle. These initiatives support ZEAL’s strategy of expanding proprietary products, strengthening customer acquisition and broadening its geographic footprint. 2026 Guidance and Long-Term Growth Ambitions Looking ahead, management confirmed its EBITDA guidance of €70–75 million for 2026 while updating revenue guidance following the SevenCanyon acquisition. Beyond the current year, ZEAL continues to target mid-teen annual revenue growth together with a sustainable EBITDA margin above 30%, reflecting its long-term growth ambitions. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 5, 202618 min

Amadeus Fire AG Financial Results H1 2026 | Staffing, Training & Outlook

Amadeus Fire AG H1 2026: Key Takeaways In this financial results presentation on seat11a, Jörg Peters, Head of Investor Relations at Amadeus Fire AG, presents the company’s Q2 and First Half 2026 Financial Results and discusses developments across its Personnel Services and Training segments. Q2 and First Half 2026 Financial Performance The first half of 2026 remained challenging for Amadeus Fire as Germany’s weak economic environment continued to impact recruitment activity and corporate hiring decisions. Group revenue declined by 8.0% to €171.7 million, while operating EBITA decreased to €3.5 million and net income amounted to €-3.6 million. Personnel Services continued to face weaker demand, particularly in permanent placement, while the Training segment once again demonstrated resilience through higher revenues and improved profitability. Personnel Services and Training Segment Developments Within Personnel Services, companies remained cautious regarding recruitment due to economic uncertainty, delayed investment decisions, and a weaker labour market. Seasonal effects and lower permanent placement activity further affected profitability during the second quarter. At the same time, the Training segment benefited from continued demand for vocational education, public training programmes, and corporate learning solutions, with acquisitions contributing additional revenue growth. AI First Strategy and Digital Transformation A central topic of the presentation is the company’s strategic AI First approach. Amadeus Fire continues to integrate artificial intelligence into recruitment, training, knowledge management, onboarding, and corporate learning through AI-powered platforms, Agentic AI services, and scalable SaaS solutions. Management sees AI as an important driver for increasing productivity, strengthening customer relationships, and expanding digital education offerings. Updated FY 2026 Guidance and Long-Term Positioning Following the weaker second quarter, management revised its FY 2026 guidance and now expects revenue between €350 million and €365 million and operating EBITA between €17 million and €23 million. The company continues to focus on productivity improvements, cost discipline, digital transformation, and AI-supported solutions while positioning itself to benefit from Germany’s long-term structural shortage of skilled labour. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 4, 202612 min

Wacker Chemie AG Financial Results H1 2026 | Results & Outlook

Wacker Chemie AG Q1 2026: Key Takeaways WACKER Chemie AG First Half 2026 Financial Results Presentation In this financial results presentation on seat11a, Jörg Hoffmann, Head of Investor Relations at WACKER Chemie AG, presents the company’s First Half 2026 Financial Results and discusses financial performance, business segment developments, operational improvements, and the updated outlook for the year. First Half 2026 Financial Performance During the second quarter of 2026, WACKER increased sales by 7% year-on-year to €1.52 billion. Reported EBITDA rose to €211 million, while EBITDA before special effects reached €175 million, supported by higher volumes, improved pricing, and continued savings from the company’s PACE efficiency program. Net income increased significantly to €350 million, primarily reflecting Siltronic-related valuation and transaction effects. Chemicals, Biosolutions and Polysilicon Business Developments The Chemicals division delivered strong operational performance across both Silicones and Polymers. Higher volumes, price increases to offset raw material inflation, and operational improvements supported higher profitability, while Biosolutions continued to benefit from BioPharma project business and disciplined cost management. The Polysilicon business continued to benefit from strong semiconductor demand, although solar markets remained challenging due to weak pricing, Chinese overcapacity, and regulatory uncertainty in the United States. PACE Efficiency Program Driving Operational Improvements A major focus of the presentation is the company’s PACE efficiency program, which continues to improve operational performance across the Group. Management highlighted approximately €45 million of savings achieved during the quarter and reaffirmed the long-term target of generating more than €300 million in cumulative annual savings by 2028. Strong Balance Sheet and Updated FY 2026 Outlook The presentation also highlights WACKER’s strong financial position. Liquidity remained high at €1.57 billion, shareholder equity increased to €4.18 billion, and net financial debt declined to €722 million. Following the stronger first-half performance, management raised its FY 2026 EBITDA guidance to €625–750 million while maintaining expectations for mid-single-digit sales growth during the year. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

August 1, 20266 min

Palfinger AG Elevator Pitch | Technology Leadership & Growth Strategy

Palfinger AG Elevator Pitch: Key Takeaways PALFINGER AG Elevator Pitch Presentation In this Elevator Pitch on seat11a, Felix Strohbichler, CFO of PALFINGER AG, presents the company’s business model, competitive strengths, strategic priorities, and long-term growth ambitions. Global Technology Leader in Crane and Lifting Solutions PALFINGER is a global technology leader in crane and lifting solutions, serving customers across a wide range of industries through an extensive product portfolio, a global service network, and strong local market positions. The company’s strategy is built around technology leadership, operational resilience, sustainable shareholder value creation, and long-term profitable growth. Four Pillars of the PALFINGER Equity Story Management highlights four key pillars of the equity story. These include PALFINGER’s position as a technology and industry leader, the resilience created by its diversified products and global footprint, attractive growth opportunities across Europe, North America, APAC, Marine and services, and additional earnings potential through digitalization, standardization, and footprint optimization. Regional Growth Opportunities and Market Developments The presentation also reviews current regional developments. Strong momentum in Southern Europe, improving markets in Northern Europe, continued growth in India, and solid demand in the Marine business are offset by weaker market conditions in North America and China. This diversified geographic exposure contributes to the company’s resilience across different economic cycles. Efficiency Program and 2030 Financial Targets To further enhance profitability, PALFINGER has launched a comprehensive efficiency program expected to reduce structural costs by €25 million while keeping the cost base broadly stable despite inflation and continued growth. At the same time, management reaffirmed the company’s long-term 2030 financial targets, including revenue of more than €3 billion, an EBIT margin of 12%, ROCE of 15%, and the ambition to become the global leader in crane and lifting solutions. Technology Leadership and Long-Term Value Creation Overall, the presentation demonstrates how PALFINGER combines technology leadership, operational excellence, global diversification, and disciplined execution to support sustainable long-term growth and value creation. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

July 31, 20268 min

PALFINGER AG Financial Results H1 2026 Revenue Growth Despite Headwinds

PALFINGER AG First Half 2026 Financial Results Presentation In this financial results presentation on seat11a, Felix Strohbichler, CFO of PALFINGER AG, presents the company's First Half 2026 Financial Results and discusses financial performance, regional business developments, cash generation, balance sheet improvements, and the outlook for the remainder of the year. First Half 2026 Financial Performance PALFINGER generated revenue of €1.17 billion during the first half of 2026, representing year-on-year growth despite a mixed market environment. EBITDA reached €133.3 million, while EBIT amounted to €84.1 million and net profit totaled €48.0 million. Management explained that earnings were affected by weaker demand in North America, the Middle East, and Asia, while several European markets continued to perform well. Regional Business Developments Regional developments remained mixed across the Group. Southern Europe continued to deliver strong momentum, Northern Europe improved, India remained an important growth driver within APAC, and the Marine segment benefited from offshore wind and cruise projects. In contrast, tariffs weighed on demand in North America, China remained weak, and Russia continued to decline. Operating Cash Flow and Balance Sheet Strength A key highlight of the presentation is PALFINGER's stronger financial position. Operating cash flow increased to €68.8 million, while the company maintained its target of generating more than €100 million in free cash flow for the full year. Following the placement of treasury shares, the balance sheet improved significantly, with the equity ratio increasing to 43.6%, gearing falling to 55.7%, and net debt declining to €526.7 million. Efficiency Program and Long-Term Strategy Management also introduced a comprehensive efficiency program expected to reduce structural costs by €25 million, supporting future profitability while preserving the company's long-term growth ambitions. Although the achievement of the 2027 financial targets has been delayed by slower economic recovery in major markets, PALFINGER reaffirmed its 2030 strategy, targeting revenue above €3 billion, an EBIT margin of 12%, ROCE of 15%, and continued leadership in crane and lifting solutions. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.