Arcadis Nv · EURONEXT:ARCAD

Arcadis Nv — Q1 2025 Earnings Presentation

16 slides from Arcadis Nv's earnings presentation, 2025

1. Slide 1: Robust performance with continued margin expansion and backlog growth

   Robust performance with continued margin expansion and backlog growth Arcadis Q1 2025 Trading Update 1

2. Slide 2: Q1 2025 Trading update

   PART 1 Q1 2025 Trading update Alan Brookes CEO © Arcadis 2025 | Arcadis Q1 2025 Trading Update 2

3. Slide 3: Margin expansion and further backlog growth

   Margin expansion and further backlog growth Net Backlog Operating Revenues Net Revenues EBITA Margin2) €972M €3.7B 10.9% Organic growth, yoy1): 0% Organic growth, ytd1): +3% (Q1‘24: 10.7%) 1) Underlying growth excl. impact of FX, acquisitions, footprint reductions, winddowns or divestments. 2) EBITA

4. Slide 4: Strong order intake and pipeline with a growing advisory role

   Global Business Areas: Resilience Strong order intake and pipeline with a growing advisory role Geographical Net Order intake and Market Project win in Revenue split pipeline drivers developments the quarter Q1 2025 • Increased activity in the US, LATAM US Water market - 33% State Govt changing regu

5. Slide 5: Well-positioned to benefit from investments in technology, pharma and decarbonization

   Global Business Areas: Places Well-positioned to benefit from investments in technology, pharma and decarbonization Geographical Net Order intake and Market Project win in Revenue split pipeline drivers developments the quarter Q1 2025 8% • ~$230B new Pharma North America investments ytd in US incl.

6. Slide 6: Well-positioned for growth as large projects ramp up, investments continue

   Global Business Areas: Mobility Well-positioned for growth as large projects ramp up, investments continue Geographical Net Pipeline Market Project win in Revenue split drivers developments the quarter Q1 2025 18% • Amtrak investments up Germany, UK, 27% North America by 50% in 2025 to ~$7B1) Intell

7. Slide 7: Maximizing value for clients through digital asset management

   Global Business Areas: Intelligence Maximizing value for clients through digital asset management Geographical Net Order intake and Market Project win in Revenue split pipeline drivers developments the quarter Q1 2025 3% • Increasing need for North America 25% Enterprise Asset comprehensive digital

8. Slide 8: Unlocking significant new revenue opportunities in Germany through acquisitions

   Global Business Areas: Mobility & Places Unlocking significant new revenue opportunities in Germany through acquisitions WSP Infrastructure Engineering GmbH KUA Group €30M 30 April €70M 19 March Transaction Deal closed Transaction Deal closed Enterprise Value Enterprise Value Significantly enhancing

9. Slide 9: Financial Results

   PART 2 Financial Results Virginie Duperat-Vergne CFO © Arcadis 2025 | Arcadis Q1 2025 Trading Update 9

10. Slide 10: Continued operating margin expansion

    Continued operating margin expansion First quarter 2025 results • Stable Net Revenues year-on-year €972M • Strong performance US and Germany Q1’24: €968M Net Revenue • Slowdown infra spending UK and Australia, Organic growth yoy1): 0% volatility in clients’ short-term spending due to government unce

11. Slide 11: Free Cash Flow generation in line with seasonality

    Free Cash Flow generation in line with seasonality First quarter 2025 results • Days Sales Outstanding (DSO) was 67 days 12.9% • Planned ERP migration of remaining part of Q1’24: 11.6% the North American business Net Working Capital % • Free Cash Flow (FCF) in line with seasonal trends €-138M • Year

12. Slide 12: Solid demand in key areas offset by volatility in others

    Solid demand in key areas offset by volatility in others Resilience | 38% of total NR Places | 37% of total NR Mobility | 23% of total NR Intelligence | 2% of total NR Organic growth 1) : Organic growth: Organic growth: Organic growth: 4.0% 10.0% -2.7% 0.5% -1.9% 0.0% -0.5% -10.2% Net Revenue Backlo

13. Slide 13: Wrap up

    PART 3 Wrap up Alan Brookes CEO © Arcadis 2025 | Arcadis Q1 2025 Trading Update 13

14. Slide 14: On track to deliver 2024-26 strategic targets

    On track to deliver 2024-26 strategic targets Robust quarter Well-positioned for future demonstrating strength • Repositioning resources for successful ramp of our business up of the large multi-year projects • Backlog at record high • Investments and strategic acquisitions strengthening position in

15. Slide 15: Q&A

    PART 4 Q&A Arcadis investors presentations, including on Water and PFAS are available at: arcadis.com/en/investors or accessible via QR-code Please see our upcoming IR events here © Arcadis 2025 | Arcadis Q1 2025 Trading Update 15

16. Slide 16: Disclaimer

    Disclaimer Statements included in this presentation that are not The forward-looking statements are based upon our current historical facts (including any statements concerning expectations, plans, estimates, assumptions and beliefs that investment objectives, other plans and objectives of involve n

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