Accelleron Industries Ag · SIX:ACLN
Accelleron Industries — Accelleron Inds — H1 2026 Earnings Presentation
24 slides from Accelleron Industries's earnings presentation, Aug 27, 2026
Slide 1: Half-year results 2026
Half-year results 2026 Accelleron delivers strong results and accelerates investments for future growth Baden, August 27, 2026 Daniel Bischofberger, CEO Adrian Grossenbacher, CFO © Accelleron Switzerland Ltd. All rights reserved.
Slide 2: Important notices
Important notices This presentation has been prepared for information purposes only and may in particular not consolidated financial statements of the Company's former parent group and therefore may and not necessarily reflective of actual market conditions, are frequently based on be used in making
Slide 3: Agenda
01 Agenda 3 Half-year results 2026 investor and analyst presentation (August 27, 2026)
Slide 4: Half-year results 2026 investor and media webcast
Half-year results 2026 investor and media webcast Agenda Time (CEST) Topic Presenter 01 Agenda 02 Key highlights H1 2026 Daniel Bischofberger (CEO) 09:30-10:30 03 Financial review H1 2026 Adrian Grossenbacher (CFO) 04 Market update and outlook 2026 Daniel Bischofberger (CEO) Q&A 4 Half-year results
Slide 5: Key highlights H1 2026
02 Key highlights H1 2026 5 Half-year results 2026 investor and analyst presentation (August 27, 2026)
Slide 6: H1 2026: Accelleron performed strongly
H1 2026: Accelleron performed strongly Marine new builds and data centers continue to underpin growth • Revenues reached USD 737 million, +21.3% YoY New picture (+17.2% organic) • Op. EBITA increased to USD 190 million (+22.5%) • Op. EBITA margin at 25.7% (+0.2 ppts) • Net income increased to USD 15
Slide 7: Data center & gas compression sectors grew strongly in H1 2026
Data center & gas compression sectors grew strongly in H1 2026 Slightly below 9% of revenues were data center-related Main growth drivers were: - Prime power demand from data centers - Remanufacturing activity in U.S. gas compression - Marine newbuild demand - Healthy service performance across Mari
Slide 8: Highlights in H1 2026
Highlights in H1 2026 Prime power gains momentum and ACCX300-L enters the market 01 02 03 04 Data center power City of Denton, Texas A100-L/A200-L ACCX300-L • Prime power: installed • Long-term service • 10,000 orders surpassed • New low-speed turbocharger power more than doubled agreement for fast-
Slide 9: Financial review H1 2026
03 Financial review H1 2026 9 Half-year results 2026 investor and analyst presentation (August 27, 2026)
Slide 10: Group performance
Group performance Highlights Continued revenue growth with slight margin uplift Revenues • Marine new builds and data centers continued to underpin growth • Organic revenue growth largely driven by volume and, to a lesser extent, by direct/ Revenues and growth Op. EBITA & margin indirect pricing USD
Slide 11: Medium & Low Speed performance
Medium & Low Speed performance Highlights Solid growth and margin delivered Revenues • Strong merchant marine new-build activity • Service growth driven by fuel efficiency upgrades, full-cover service agreements, and continued high utilization in merchant Revenues and growth Op. EBITA & margin marin
Slide 12: High Speed performance
High Speed performance Highlights Continued strong revenue growth at attractive margin Revenues • Revenues in prime power applications (gas) for U.S. data centers continued to grow, supported by capacity expansion at OEMs • Revenue growth in backup power (diesel) Revenues and growth Op. EBITA & marg
Slide 13: Op. EBITA to net income bridge
Op. EBITA to net income bridge Key observations Net income increased by 31.5% to USD 151 million One-off and non-operational expenses • Temporary unrealized FX gain of USD 1.7 million resulted from USD strengthening against CHF and associated timing USD m differences between payables and receivables
Slide 14: Free cash flow
Free cash flow Highlights Cash conversion at solid 58% • Solid cash conversion in H1 2026 • Change in NWC and other mainly due to: Free cash flow and conversion over net income – Largely volume-driven receivables increase USD m H1 2025 H1 2026 – Trade payables and inventory growing in line with volu
Slide 15: Market update and outlook 2026
04 Market update and outlook 2026 15 Half-year results 2026 investor and analyst presentation (August 27, 2026)
Slide 16: Marine markets remain favorable
Orderbook (in mCGT) and Orderbook Forward Cover (in years) 1 Marine markets mCGT 250 Years 6 remain favorable 200 150 5 4 In merchant marine, ship orders continue 100 3 to outpace deliveries even as Chinese 50 2 1 shipyards are investing in additional capacity 0 0 2005 2007 2009 2011 2013 2015 2017
Slide 17: Energy momentum remains strong
Energy momentum remains strong Sustained demand for prime power and gas compression Power • Power grid constraints and gas availability are driving demand for gas-fired prime power applications at U.S. data centers • Backup power remained flat year-over-year as OEM capacity was allocated to prime po
Slide 18: Outlook 2026 (status March 12, 2026)
Outlook 2026 Marine and energy industries (status March 12, 2026) Container Tanker/bulker Cruise & ferries Specialized Marine (>50% of revenues) Gas compression Medium-speed High-speed gas Backup power power power Energy (>40% of revenues) 18 Half-year results 2026 investor and analyst presentation
Slide 19: Outlook 2026 (status August 27, 2026)
Outlook 2026 Marine and energy industries (status August 27, 2026) Container Tanker/bulker Cruise & ferries Specialized Marine (>50% of revenues) Gas compression Medium-speed High-speed gas Backup power power power Energy (>40% of revenues) Improvement versus March 2026 guidance Weakening versus Mar
Slide 20: Scaling capacity while maintaining flexibility
Scaling capacity while maintaining flexibility Higher CAPEX to reflect new business volume and support growth outlook • Overall CAPEX expected to reach around 5-6% of revenues in 2026 • Higher CAPEX reflects investments to strengthen operational resilience, expand capacity, and support future growth
Slide 21: Financial guidance
Financial guidance Raised guidance reflects the structural growth drivers in our 14-17 % markets – particularly in energy Organic revenue growth 25-26 % Operational EBITA margin
Slide 22: Q&A
Q&A We are now happy to answer your questions 22 Half-year results 2026 investor and analyst presentation (August 27, 2026) © 2026 Accelleron Switzerland Ltd
Slide 23: For more, contact:
For more, contact: Investor Relations Michael Daiber VP Strategy and Investor Relations investors@accelleron-industries.com Media Relations Accelleron Switzerland Ltd Bruggerstrasse 71A Nicole Wesch VP Communications and Marketing CH-5400 Baden media@accelleron-industries.com accelleron.com 23 Half-
Slide 24: Accelleron
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