Gabler Group Ag · XETR:XK4
Gabler — H1 2026 Earnings Presentation
12 slides from Gabler's earnings presentation, Aug 25, 2026
Slide 1: H1 2026 Results
H1 2026 Results 25. August 2026
Slide 2: The oceans are becoming a fundamental economic factor and a geopolitical hotspot
The oceans are becoming a fundamental economic factor and a geopolitical hotspot when it comes to trade routes and resources. 90% of global goods trade via sea routes 16T USD Value of critical minerals on seafloor Oil and Gas production international data traffic 30% are offshore (~32.000 km pipelin
Slide 3: We are a leading underwater technology company
We are a leading underwater technology company. We enable critical subsea missions for defense and industrial applications. Underwater Monitoring Solutions Submarine Subsea Comms Subsea Systems & Data Power Hardware systems Embedded Solutions Integrated battery and products for to connect the system
Slide 4: Record Backlog Provides High Revenue Visibility
Record Backlog Provides High Revenue Visibility Order Intake Total Order Backlog1 €51.9mn €390.4mn ▪ €17mn European Navy €390.4 ▪ €11mn Submarine Business €376.8 €358.7 FOB ▪ €6mn European Navy FOB 89,6 116 31.12.2025 31.03.2026 30.06.2026 ▪ €18mn Others Corresponds to >5x FY26 Revenue Forecast (1)
Slide 5: H1 2026 Financial Performance Ahead of Expectations
H1 2026 Financial Performance Ahead of Expectations Net Sales Work in Progress Gross Profit Margin €27.3mn €4.4mn €21.4mn H1 exp.: €24.0mn Margin: 67.4 % Own work Capitalized Adj. EBIT Net Cash €0.7mn €6.8mn €33.3mn Margin: 21.3 % No interest-bearing liabilities, with full balance sheet repayment co
Slide 6: Strategic Priorities to Drive Sustainable Growth
Strategic Priorities to Drive Sustainable Growth Business Growth Innovations performance initiatives ▪ Significant increase in Fixed ▪ New production site for ▪ Successful first sea trial of Order Backlog Submarine Systems signed torpedo-tube launched USV; ▪ Next acquisition planned for first delive
Slide 7: Diver Homing is not a standalone product
Diver Homing is not a standalone product. It is another scalable platform built on our core competency: underwater communication, positioning and networking. Entry Market ▪ Combat Divers ▪ Mine Divers ▪ Special Forces Expansion Markets ▪ Security and law enforcement divers ▪ Critical infrastructure
Slide 8: Mid-Term Guidance and Financial Targets Confirmed
Mid-Term Guidance and Financial Targets Confirmed Guidance 2026 Mid-Term Targets Net Sales €69mn – €71mn Net Sales >€100mn Adjusted EBIT €17mn – €19mn Gross Margin 70% - 75% Adjusted EBIT Margin 23.5 % – 26.8 % Personnel Expenses <30% Other Operating Expenses <13% CAPEX <3% D&A 2% 8
Slide 9: If you would like to learn more about us, …
If you would like to learn more about us, … meet us at one of the events or reach Out To Our Investor Relations Team Date Event Location 2. Sep. Cantor Virtual Roadshow Online 21. Sep. Baader Investment Conference Munich ir@gablergroup.com 3. – 6. Nov. Euro Naval Paris 23. – 24. Nov. Deutsches Eigen
Slide 10: Q&A
Q&A 10
Slide 11: Disclaimer
Disclaimer This presentation has been prepared by Gabler Group AG (the “Company” and, together with its subsidiaries, the “Group”) for information purposes only. This presentation is not directed at, or intended for distribution to or use by, any person or entity that is a citizen or resident or loc
Slide 12: Oceans of possibility
Oceans of possibility T +49 (0) 451 31 09 -0 E info@gabler.group W gabler.group info@gabler.group ISIN DE000A421RZ9 WKN/security code A421RZ Ticker symbol XK4 Type of shares No-par value bearer shares (ordinary shares) # of shares 6,050,000 Reuters XK4.DE Bloomberg XK4:GR Main stock exchange Frankfu