Sfc Energy Ag · XETR:F3C
Sfc Energy — HY 2026 Earnings Presentation
19 slides from Sfc Energy's earnings presentation, Aug 14, 2026
Slide 1: SFC Energy AG Investor Presentation HY 2026
SFC Energy AG Investor Presentation HY 2026 Dr. Peter Podesser, Daniel Saxena CEO, CFO Confidential | © SFC Energy 8/13/26 1
Slide 2: Disclaimer
Disclaimer THIS PRESENTATION IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION. IN PARTICULAR, THIS PRESENTATION MUST NOT BE PUBLISHED OR DISTRIBUTED IN THE UNITED STATES OF AMERICA (THE “UNITED STATES”), AUSTRALIA, CANADA, JAPAN OR ANY OTHER JURISDICTION WHERE SUCH DISTRIBUTION IS UNLAWFUL. ANY
Slide 3: Strategic clarity
Strategic clarity Reliable, sustainable hybrid energy systems to meet the rapidly growing global demand for resilient, decentralized energy supply. © SFC Energy | August 2026 3
Slide 4: Fast-growing addressable fuel cell market benefiting from structural growth drivers
Fast-growing addressable fuel cell market benefiting from structural growth drivers Addressable Market Today… …with Significant Growth Ahead… ...Driven by Structural Tailwinds Global fuel cell market in 2025 (MW) Annually serviceable fuel cell market (in mEUR)1 Need for resilient, decentralized ener
Slide 5: Three-pillar power solutions platform in Clean Energy
In Clean Energy, we offer a three-pillar power solutions platform addressing distinct power needs Direct Methanol Fuel Cells (DMFC) Reformer Methanol Fuel Cells (RMFC) Hydrogen Fuel Cells (PEMFC) Our successful core – A global industry leader with Successful acquisition – Complementary technology Su
Slide 6: Market access and business segments
Market access and business segments Strong Global Footprint Reporting Segments Location: Calgary, Canada Location: Swindon, UK Location: Almelo, Netherlands Location: Gurgaon, India Clean Energy Key operations: Key operations: Key operations: Key operations: • R&D • R&D – MEA • R&D • Production & As
Slide 7: Dynamic development in the Defense and Security sector
The dynamic development in the Defense and Security sector reflects the changing geopolitical environment Off-grid power system for arctic outposts Satellite communication On-board power supply Portable power supply © SFC Energy | August 2026 7
Slide 8: SFC Energy AG wins largest order in company history
SFC Energy AG wins largest order in company history Delivery of combat-proven fuel cell systems to Ukraine Record order worth approximately EUR 42.7 million will be recognized in revenue and earnings in the 2026 financial year Delivery of “combat-proven” hybrid energy supply systems (fuel cells and
Slide 9: Clean Power Management – Power Supplies Defense Radar and Laser Systems
Clean Power Management – Power Supplies Defense Radar and Laser Systems Ultra-stable, low-noise power output Ruggedized, defense-grade reliability Naval and ground-based defense radar Standardized, modular, and scalable power platform Application: High power laser High lifetime availability and appl
Slide 10: Civil Security and Surveillance
Civil Security and Surveillance Surveillance towers for securing Flexible and reliable power supplies floodplains and wind turbines for mobile surveillance trailers Germany Video surveillance USA Singapore Power supply for automated monitoring stations Europe and UK Self-sufficient power supply for
Slide 11: Expansion of technology portfolio through acquisition of Siqens assets
SFC Energy AG expands technology and solutions portfolio through acquisition of key assets from Siqens Expansion of technology and IP portfolio through complementary methanol reformer fuel cell technology Acquisition of key intangible assets and established customer relationships Closes previous gap
Slide 12: SFC's pillars for growth
SFC’s pillars for growth Market & regional expansion 1 Technology & IP development 2 M&A 3 Increase market penetration in Public Next Generation Defense fuel cells and Targeted acquisition of system Security, Defense, Industry, and Critical hybrid power systems integrators in growing markets to Infr
Slide 13: SFC's holistic approach to sustainability
SFC’s holistic approach to sustainability 2nd audited Sustainability Report newly published Contributing to sustainable development is a core element of SFC’s overall strategy: Selected ESG key-topics Environment Social Governance Decarbonization Strategy People-first approach Regulations & Reportin
Slide 14: SFC's Sustainability Reporting FY2025 Key Metrics, Targets & Progress
SFC’s Sustainability Reporting FY2025 Key Metrics, Targets & Progress GHG Intensity Gender Diversity GHG Emissions Intensity: SFC continues to decouple value chain Scope 1-3 Emissions (% of women in different levels) emissions intensity from business growth, demonstrating progress (in kgCO2e/ € reve
Slide 15: Key financials HY 2026
Key financials HY 2026* I Scalable business model and product mix drive disproportionate earnings growth Sales Development Adjusted EBITDA & Margin Adjusted EBIT & Margin in mEUR in mEUR in mEUR 22.4% +202.2% +11.9% +116.4% 17.0% 82.4 11.6% 18.4 73.6 14.0 6.3% 8.5 4.6 HY 2025 HY 2026 HY 2025 HY 2026
Slide 16: Cash flow HY 2026 – Liquidity position remains solid
Cash flow HY 2026* I Liquidity position remains solid Operating CF before change in Change in NWC Net cash position NWC in mEUR in mEUR in mEUR Cash and cash equivalents 32.0% Liabilities to banks 43.7% NWC in % of Sales (LTM) 43.3 41.2 14.2 17.5 11.7 46.6 44.0 8.9 (3.3) (2.9) HY 2025 HY 2026 HY 202
Slide 17: Forecast 2026 – Raised in May, now refined
Forecast 2026 I Raised in May, now refined Sales Development Adjusted EBITDA Adjusted EBIT in mEUR in mEUR in mEUR (31.5 – 34.0)2 (21.5 – 25.5)3 (166.0 – 175.0)1 22.0 15.5 16.7 8.9 144.7 143.3 FY 2024 FY 2025 FY 2026E FY 2024 FY 2025 FY 2026E FY 2024 FY 2025 FY 2026E 1 previously: (163.0 – 175.0) 2
Slide 18: SFC share summary
SFC share summary Share price development & trading volume until 10 August 2026* Shareholder structure Analyst coverage SDAX inclusion on 27.12.2022 DWS ACATIS 2.70% 8.29% Conduit Ventures Ltd. 1.0 00.000 2.08% 30 € NATIXIS 25 € 800 .000 2.02% 20 € 600 .000 15 € HANSAINVEST Free float 400 .000 58.57
Slide 19: Thank you for your attention.
Thank you for your attention. Dr. Peter Podesser SFC Energy AG CEO Eugen-Saenger-Ring 7 Daniel Saxena 85649 Brunnthal CFO Deutschland Susan Hoffmeister Investor Relations ir@sfc.com sfc.com © SFC Energy | August 2026