Asta Energy Solutions Ag · VIE:1AST
Asta Energy Solutions — H1 2026 Earnings Presentation
18 slides from Asta Energy Solutions's earnings presentation, Aug 27, 2026
Slide 1: Earnings call – H1 2026
Earnings call – H1 2026 27 August 2026 We power the energy transition globally Since 1814
Slide 2: Disclaimer
DISCLAIMER This presentation (the “Presentation”), contains information regarding ASTA Energy This Presentation contains specific forward-looking statements, beliefs or opinions, which are Solutions AG (the “Company”) and each of its subsidiaries and affiliates (jointly referred to based on manageme
Slide 3: Speaking to you today
Speaking to you today Karl Schäcke Daniela Klauser CEO CFO 3
Slide 4: Our Mission: We power the energy transition globally
1. Business update| 2. key financials | 3. outlook Our Mission: WE POWER THE ENERGY TRANSITION GLOBALLY Continuously Transposed Conductor Driving innovation with ASTA's high-performance solutions Transformers Copper windings World‘s largest Power Generators 2 GW, De Glen canyon, us transformer, CN C
Slide 5: Guidance raised after strong H1 results delivering on our growth ambition
1. Business update| 2. key financials | 3. outlook Guidance raised after strong h1 results delivering on our growth ambition Strong Financial performance Record H1 with adj. EBITDA up 54% YoY We power the energy transition Favorable commercial momentum Long-term agreements extended securing visibili
Slide 6: Continued strong market demand backed by long-term customer commitments
1. Business update| 2. key financials | 3. outlook Continued Strong market demand backed by Long-Term customer commitments Demand drivers ASTA Agreement Structure Grid Capex Renewables Electrification Data centres Spot market ~5%, order by order Framework Agreements ~45%, volume corridor, no firm of
Slide 7: Scaling capacity, closing the loop: disciplined growth across three continents
1. Business update| 2. key financials | 3. outlook Scaling capacity, Closing the Loop: Disciplined growth across three continents Capacity expansion on track Supply chain integration in progress Copper scrap Recycling internal Capacity expansion across all Contracted demand drives regions to ser
Slide 8: Strong financial performance in H1 2026
1. business update | 2. key financials | 3. outlook Strong Financial Performance in h1 2026 Record half-year across all important KPIs Net Sales Net value sales¹ Adj. EBITDA² +22% +33% +54% H1 2025: EUR 356.7 million H1 2025: EUR 73.9 million H1 2025: EUR 24.0 million Significant revenue growth, d
Slide 9: Growth momentum continued in H1 2026, driven by volume expansion and pricing discipline
1. Business update | 2. key financials | 3. outlook Growth momentum continued in H1 2026, driven by volume expansion and pricing discipline Commentary Net Sales Net-value sales (incl. Δ FG/UFG) in EURm in EURm Δ FG/UFG Net-value Sales Net Sales In H1 2026, net sales reached €435.8 +22% +33% millio
Slide 10: Margin expansion continued in H1 2026, driven by sustained pricing momentum and operational leverage
1. Business update | 2. key financials | 3. outlook Margin expansion continued in H1 2026, driven by sustained pricing momentum and operational leverage Commentary ADJ. EBITDA Operating result (EBIT) in EURm in EURm adj. EBITDA % (Net Sales) EBIT % (Net Sales) Adj. EBITDA adj. EBITDA % (Net-value Sa
Slide 11: Bottom line more than doubled in H1 2026 on higher operating profit and improved financial result
1. Business update | 2. key financials | 3. outlook Bottom line more than doubled in H1 2026 on higher operating profit and improved financial result Commentary NET INCOME EPS in EURm in EUR NET INCOME +125% +66% Net income more than doubled from EUR 10.0 million in H1 2025 to EUR 22.5 22.5 1.66 m
Slide 12: Rising capital expenditures support capacity expansion while free cash flow more than doubles
1. Business update | 2. key financials | 3. outlook Rising capital expenditures support capacity expansion while free cash flow more than doubles Commentary Capital Expenditures Free cash flow in EURm in EURm in % of Net Sales Cash Conversion Capital expenditures -0.5pp +17.4pp In H1 2026, CapEx a
Slide 13: Working capital investment supports capacity ramp-up, balance sheet turns to net cash
1. Business update | 2. key financials | 3. outlook Working capital investment supports capacity ramp- up, balance sheet turns to net cash Commentary Trade working capital Net financial debt in EURm in EURm in % of Net Sales (LTM) Leverage Ratio Trade working capital +6.3pp -1.96x As of 30 June 20
Slide 14: Strategic growth foundation for long-term value creation after successful IPO
1. Business update | 2. key financials | 3. outlook Strategic Growth Foundation for Long-Term Value Creation After successful initial public offering in January 2026 Use of proceeds Allocation Key initiatives Status Capacity increase across all regions A. Capacity expansion ~40% Bosnia ramp-up f
Slide 15: FY 2026: adjusted EBITDA guidance raised, top-line outlook reconfirmed
1. business update | 2. key financials | 3. outlook FY 2026: adjusted ebitda guidance raised top-line outlook reconfirmed 24 April 2026 18 August 2026 Net sales >EUR 790 million reconfirmed (Copper price assumption based on USD 11,500/Metric Ton) Net-value sales >EUR 170 Million reconfirmed Adju
Slide 16: Well positioned for continued profitable growth
1. business update | 2. key financials | 3. outlook Well positioned for continued profitable growth Resilient sales growth backed by structural demand High visibility supported by long-term agreements Margin expansion achieved through operational excellence Strong cash flow profile supported
Slide 17: Q&A
Q&A Karl Schäcke Daniela Klauser cEo CFO 17
Slide 18: Meet ASTA: Upcoming investor events and conferences
1. Business update | 2. key financials | 3. outlook Meet asta Upcoming investor events and conferences Date EVENT LOCATION 28 August 2026 ODDO BHF Group Lunch Vienna, Austria 1 September 2026 Berenberg Stockholm Seminar Stockholm, Sweden 2 September 2026 Commerzbank & ODDO BHF Corporate Conference F
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