Slide 1: IR Presentation
IR PRESENTATION December 2025
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Forward-looking statements involve risks. This company presentation contains various statements concerning the future performance of STRATEC. These statements are based on both assumptions and estimates. Although we are convinced that these forward-looking statements are realis
Slide 3: STRATEC at a Glance
STRATEC AT A GLANCE Leading OEM player for automation solutions for the diagnostics industry and translational research Three decades of experience in highly regulated healthcare markets and growing technology pool Around 1.400 employees worldwide Around 50% allocable to R&D Production sit
Slide 4: Unique Position Within the Value Chain
UNIQUE POSITION WITHIN THE VALUE CHAIN Shared responsibilities STRATEC provides instrumentation, consumables, software and automation solutions Analyzer Market Systems Access Partner OEM development and manufacturing Several thousand automated analyzer systems manufactured annually Wide range
Slide 5: Active in Fast Growing Segments
ACTIVE IN FAST GROWING SEGMENTS IVD MARKET SEGMENTS / IVD MARKET: ~90 BILLION USD IVD market by technologies Focus on market segments with above average complexity and growth Molecular Diagnostics Random access analyser systems (mid-to-high throughput) Smart consumables (multiplexing) POC devi
Slide 6: Benefitting from Outsourcing Trend
BENEFITTING FROM OUTSOURCING TREND OUTSOURCED VS IN HOUSE INSTRUMENTATION MARKET The majority of instrumentation Trend of outsourcing towards specialized players set to continue, due to: equipment in the IVD market is still developed in-house by diagnostics Engineering of automation solutions ofte
Slide 7: Strong Recurring Revenue Base
STRONG RECURRING REVENUE BASE Smart consumables Service and spare parts Service parts and consumables (43% of sales) Maintenance parts Spare parts Classic plastic consumables (eg. Pipetting tips, reaction vessels) Perestaltic Pump Smart consumables (highly complex cartridges; microfluidics,
Slide 8: Strong Long-Term Customer Relationships
STRONG LONG-TERM CUSTOMER RELATIONSHIPS A SELECTION OF STRATEC CUSTOMERS Sales 2024 GLOBAL TOP 20 IVD COMPANIES (USD billion) 1. Roche 16.9 … And other technology pioneers 2. Danaher 9.9 3. Abbott 9.3 4. Siemens 4.8 5. Thermo Fisher 4.5 6. Becton Dickinson 3.7 7. bioMerieux 3.7 8. Sysmex 3.1 9. Exac
Slide 9: Market Focus Areas: High-Sensitivity Immunoassays
MARKET – FOCUS AREAS HIGH-SENSITIVITY IMMUNOASSAYS EXPAND DOMINANT MARKET POSITION WITH INNOVATORS AND ESTABLISHED PLAYERS Focus Areas: • High-Multiplexing up to full proteome • Single Molecule Detection Technologies Proteomics Research Market: $2.0bn • High-Throughput rare-biomarker screening (Neur
Slide 10: Market Focus Areas: Advanced Imaging
MARKET – FOCUS AREAS ADVANCED IMAGING DYNAMIC MARKET WITH EXPECTED PUSH BY AI Total addressable tools market – Advanced Imaging 1 Focus Areas: • Automation for digital imaging allowing for the combination of $bn CAGR traditional H&E stains with custom fluorescence labels 10 • Sample prep workflows a
Slide 11: Market Focus Areas: Cell & Gene Therapy
MARKET – FOCUS AREAS CELL & GENE THERAPY FAST-GROWING MARKET WITH UNMET NEED FOR AUTOMATION Total addressable tools market – Cell Therapy Focus Areas: $bn • Cell Isolation (sorting and isolation of cell types of interest) CAGR • Transfection (genetic engineering of cells to create the therapy) 2 1.8
Slide 12: Highlights and Achievements 9M 2025
9M 2025 AT A GLANCE HIGHLIGHTS AND ACHIEVEMENTS Positive sales growth Margin development Progress in Lower end of 2025 despite supply chain held back by development margin guidance interruptions and product mix effects partnerships and confirmed despite thanks to high and FX headwinds significant up
Slide 13: Financials 9M/2025 at a Glance
FINANCIAL REVIEW FINANCIALS 9M/2025 AT A GLANCE1 € 000s 9M/2025 9M/20242 Change Q3/2025 Q3/20242 Change +1.5% -5.4% Sales 175,588 172,958 56,998 60,267 (cc: +2.5%) (cc: -3.4%) Adjusted EBITDA 24,235 26,623 -9.0% 8,165 9,197 -11.2% Adjusted EBITDA margin (%) 13.8 15.4 -160 bps 14.3 15.3 -100 bps Adju
Slide 14: Adjustments 9M/2025
FINANCIAL REVIEW ADJUSTMENTS 9M/2025 EBIT Consolidated net income € 000s 9M/2025 9M/20242 € 000s 9M/2025 9M/20242 Adjusted EBIT 12,824 15,149 Adjusted consolidated net income 7,104 8,434 Adjustments: Adjusted earnings per share in € (basic) 0.58 0.69 PPA amortization -2,309 -2,772 Adjustments: Other
Slide 15: Sales 9M/2025
FINANCIAL REVIEW SALES 9M/2025 9M/2025 sales +2.5% yoy in constant currency to € 173.0 +2.5% at cc € 175.6 € 175.6 million million YOY million • Double digit growth with Development and service sales due to high development activity and high number of active customer projects • Subdued ramp-up curve
Slide 16: Adjusted EBIT and EBIT Margin 9M/2025
FINANCIAL REVIEW ADJUSTED EBIT AND EBIT MARGIN 9M/2025 9M 2025 adj. EBIT -15.3% to 12.8 million € Margin -150 bps YoY to 7.3% € 15.1 million -15.3% • Efficiency measures and structural changes taking effect YoY € 12.8 million Margin Margin • Gross margin down due to subdued product mix in the system
Slide 17: Cash Flow and Net Debt
FINANCIAL REVIEW CASH FLOW AND NET DEBT • Operating cash flow dynamics 9M/2025 burdened by high cash tax payments, decrease in trade payables and not yet materialized inventory reduction; Positive operating cash flow of € 4.4 million in € 000s 9M/2025 9M/2024 Change Q3/2025 Cash flow – operating act
Slide 18: Sales by Operating Divisions H1/2025
FINANCIAL REVIEW SALES BY OPERATING DIVISIONS H1/2025 Sales in € million In % of total sales 60 +2.8% (+3.4% at cc) 100% 50 29.5% 31.8% -2.4% 80% 40 (-2.2% at cc) +19.9% (+20.5% at cc) 60% 30 52.3 53.7 46.4% 45.3% 20 40% 35.8 34.9 28.8 24.0 +75.2% 10 20% (+76.8% at cc) 24.2% 0.7 1.2 21.3% 0 0% Syste
Slide 19: Financial Guidance for Fiscal Year 2025
OUTLOOK FINANCIAL GUIDANCE FOR FISCAL YEAR 2025 Consolidated sales for the 2025 financial year expected to approximately match the previous year’s figure on a constant currency basis Adjusted EBIT margin: Lower end of forecast corridor of 10.0% to 12.0% (FY 2024: 13.0%) expected Sequential improveme
Slide 20: Focus in 2025 and Beyond
OUTLOOK FOCUS IN 2025 AND BEYOND Maintaining cost discipline Continue to grow footprint in Manage and process well filled throughout the company given earnings selected market focus areas (High- M&A pipeline according to improvement measures implemented Sensitivity Immunoassays, Advanced external gr
Slide 21: Corporate Social Responsibility
CORPORATE SOCIAL RESPONSIBILITY ECOLOGICAL SOCIAL CORPORATE RESPONSIBILITY RESPONSIBILITY GOVERNANCE FOR A BETTER TOMORROW TOWARDS PEOPLE AND SOCIETY AS A BASIS FOR TRUST AND TRANSPARENCY Global Environmental Policy Strong policies and measures to Compliance management system outlines the guid
Slide 22: Appendix
f stratecee AP PENDIX
Slide 23: Adjustments FY2024
APPENDIX ADJUSTMENTS FY2024 EBIT Consolidated net income € 000s FY 2024 FY 2023 € 000s FY 2024 FY 2023 Adjusted EBIT 33,459 30,388 Adjusted consolidated net income 20,496 19,009 Adjustments: Adjusted earnings per share in € (basic) 1.69 1.56 PPA amortization -3,679 -3,188 Adjustments: Other1 -2,238
Slide 24: Key Figures at a Glance
APPENDIX KEY FIGURES AT A GLANCE1 IFRS (€ million) 2020 2021 2022 20232 2024 Sales 250.1 287.3 274.6 270.4 257.6 Adjusted EBIT 41.7 54.3 45.1 30.4 33.5 Adjusted EBIT margin (%) 16.7 18.9 16.4 11.2 13.0 Adjusted consolidated net income 35.2 45.1 34.7 19.0 20.5 Adjusted earnings per share (€) 2.92 3.7
Slide 25: Shareholder Structure and Share
APPENDIX SHAREHOLDER STRUCTURE (AS OF: MAY 2025) SHARE IPO Aug. 1998 Number of shares 12,157,841 Share price (10/12/2025) € 21.80 Market capitalization € 265 million Institutional investors > 3%: • Brown Capital Management • JPMorgan Chase & Co. • Juno Investment Partners • Union Investment Privatfo
Slide 26: Thank You for Your Attention
CONTACT STRATEC SE THANK YOU Gewerbestr. 37 75217 Birkenfeld FOR YOUR Germany ATTENTION Phone +49 7082 7916-0 Fax +49 7082 7916-999 www.stratec.com CONTACT Jan Keppeler, CFA Head of Investor Relations, Sustainability & Corporate Communications Phone +49 7082 7916-6515 j.keppeler@stratec.com 26