Asbisc Enterprises Plc · GPW:ASB
Asbisc Enterprises — Q2 2026 Earnings Presentation
31 slides from Asbisc Enterprises's earnings presentation, Aug 6, 2026
Slide 1: Q2 and H1 2026 Presentation
Q2 and H1 2026 Presentation SMASHING RECORDS AS A HABIT 6 August 2026
Slide 2: Disclaimer
2 Disclaimer • This presentation (the “Presentation”) was prepared by ASBISc Enterprises Plc (the “Company”) with a due care. Still, it may contain certain inconsistencies or omissions. The Presentation does not contain a complete or thorough financial analysis of the Company and does not present it
Slide 3: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL DIVIDEND BACK-UP CORPORATE RESULTS PAYMENT EVENTS
Slide 4: Financial Highlights: Best quarter ever
4 Financial Highlights REVENUES GROSS PROFIT +79% YoY +89% YoY $1,697 M $120 M Best quarter ever GROSS PROFIT MARGIN +265%YoY > Q2 2026 $44.3 M 7.07% NET INCOME
Slide 5: Company business directions
COMPANY BUSINESS DIRECTIONS +40% +105% +20% Premium & Luxury Retail BU Trade-In BU Apple BU 54 POS + 7 b2c e-Commerce #1 in CIS. Expanding to EU, ZA VAD in UCIS, Corporate Venture North- West Africa, Investments to AD in South Africa 3 solution categories 15 Tech. Startups +130% +68% +10% ICT & IoT,
Slide 6: Key corporate events
6 Key corporate events ASBIS recognized as ASBIS opened its ASBIS strengthens its Star Performer at NVIDIA second Bang & Olufsen presence in Africa Partner Awards EMEA flagship store in the 2026 USA ASBIS recognized as Star ASBIS has officially opened ASBIS has become a non- Performer in Eastern Eur
Slide 7: NVIDIA Partner Awards 2026 Star Performer
@ANVIDIA Partner Awards 2026 ASBIS' Star Performer Eastern Europe NVIDIA | Partner Awards 2026 ASBIS Star Performer Eastern Europe >] NVIDIA |
Slide 8: New Bang & Olufsen Flagship Store in West Hollywood
New Bang & Olufsen Flagship Store in West Hollywood The new flagship store in Los Angeles, California, is located on Robertson Boulevard, in the heart of one of the city’s most influential districts, strengthening the brand’s presence in one of the world’s most important locations for design and lux
Slide 9: Premium & Luxury Retail Business Unit
PREMIUM & LUXURY RETAIL Poland Ukraine Kazakhstan 13 BUSINESS UNIT Moldova 4 5 11 Georgia Milan / Italy 7 1 Uzbekistan California / USA 1 Azerbaijan 1 Armenia 5 2 Cyprus 3 1 Dubai / UAE 4 7 Stores 36 Stores 13 Stores 5 RoboCafe 1 in Cyprus Kazakhstan in Poland 2 * Cyprus 1 in Georgia Ukraine 2 * UAE
Slide 10: ASBIS strengthens its presence in Africa
ASBIS STRENGTHENS ITS PRESENCE IN AFRICA
Slide 11: 14 Countries in WENA Region
14 Countries in WENA Region Significant population 289M inhabitants 55% of population age under 30 17.4% population upper middle class 53% of urban population >10K total POS universe Majority in Independent Retail 48% of population has access to internet iOS traffic up to 26%
Slide 12: Apple Distribution Coverage
Apple Distribution Coverage Africa: Eastern Europe & Caucasus: 1. Algeria, 2. Benin, 1. Armenia, 3. Mali, 2. Azerbaijan, 4. Mauritania, 3. Georgia, 5. Guinea, 4. Moldova, 6. Burkina Faso, 5. Ukraine, 7. Niger, 8. Guinea-Bissau, 9. Ghana, 10. Côte d'Ivoire, 11. Sierra Leone, 12. Liberia, 13. Republic
Slide 13: New Non-Executive Director on Board
NEW NON – EXECUTIVE DIRECTOR ON BOARD Siarhei KOSTEVITCH Chairman, CEO Julia Constantinos Marios Hanna PRIHODKO TZIAMALIS CHRISTOU KAPLAN Chief Human Deputy CEO of Chief Financial Executive Relations Officer ASBIS Group Officer Director Jaan Kristian Constantinos Maria Tasos Teär PETRIDES PETRIDOU A
Slide 14: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL DIVIDEND BACK-UP CORPORATE RESULTS PAYMENT EVENTS
Slide 15: Best ever Q2 and H1 2026
15 Best ever Q2 and H1 2026 All time high top- US$ m Q2’26 Q2’25 YoY US$ m H1‘26 H1‘25 YoY line both in Q2 Revenue 1,696.7 949.3 79% Revenue 2,965.2 1,685.7 76% and H1 2026. Gross profit 119.9 63.6 89% Gross profit 229.3 115.1 99% Gross margin Gross profit margin 7.07% 6.69% 0.38 ppt Gross profit ma
Slide 16: Key countries' revenues (US$ m)
16 KEY COUNTRIES’ REVENUES (US$ m) Kazakhstan again no. 1 Q2 2026 VS Q2 2025 • Kazakhstan back on TOP, following exceptionally high demand for AI-infrastructure and Apple 300 products. 240 235 250 215 203 • Ukraine with 150% growth in H1 2026, showing 200 160 character and resilience, despite the on
Slide 17: Revenues by regions: Q2 2026 outstanding growth
17 REVENUES BY REGIONS (USD m) Q2 2026 Outstanding growth • CIS region – remained our bigest revenue contributor, with Kazakhstan being the standout performer. • Western Europe region doubled, Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 supported by strong performance in
Slide 18: Revenues by product lines (US$ m)
18 REVENUES BY PRODUCT LINES (US$ m) Q2 2026 servers and server blocks remained our biggest driver product category • Servers and server blocks - the fastest- Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 growing segment, remained our largest Servers and server blocks Smart
Slide 19: ASBIS server business in H1 2026
ASBIS SERVER BUSINESS IN H1 2026 NVIDIA SERVERS GPU Servers ▲180% 80% of total Sales Growth YoY server sales Current Server Pipeline GPU & Cluster Pipeline 860 M$ 11 700 GPU units 1 100 projects in 220 projects
Slide 20: SG&A costs
20 SG&A costs NUMBER OF EMPLOYEES SG&A COSTS 2 822 2 803 2 779 2 719 2 707 2 718 2 734 2 692 2 724 5,6% 70 6,0% 5,0% 4,8% 4,2% 60 4,5% 5,0% 4,2% 4,0% 4,3% 50 4,0% 40 3,4% 3,0% 30 36,1 36,2 38,8 35,2 40,0 42,0 50,5 54,8 2,0% 20 57,3 1,0% 10 0 0,0% Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
Slide 21: Cash engaged in working capital
21 NET WORKING CAPITAL (US$ m) NWC: 15% of sales NWC: 30% of sales Cash engaged in 543 583 working capital 494 441 Q2'26 Q2'25 -436 -677 • First time for Q2 and H1 we see Inventories Trade receivables Trade payables positive "cash from operating activities", despite strong top-line growth. US$ m H1
Slide 22: Excellent leverage position
22 Excellent leverage position US$ m H1‘26 H1‘25 YoY Short term borrowings (excl. leases and factoring) 175.3 187.8 -7% Long term borrowings (excl. leases) 13.2 11.9 11% Other long-term liabilities 1.2 1.0 18% Tripled cash Significantly Cash and cash equivalents 301.4 93.1 224% position in decreased
Slide 23: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL DIVIDEND BACK-UP CORPORATE RESULTS PAYMENT EVENTS
Slide 24: Decade of hefty dividend payment
24 Decade of hefty dividend payment DIVIDENDS (USD m) 30,5 27,8 27,8 25 The Company 16,7 aims to continue 16,7 payment of hefty dividends 5,6 7,5 11,1 11,1 11,1 11,1 11,1 3,3 3,3 5,6 2,8 from 2017 NI from 2018 NI from 2019 NI from 2020 NI from 2021 NI from 2022 NI from 2023 NI from 2024 NI from 2025
Slide 25: Q&A
Q&A
Slide 26: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL DIVIDEND BACK-UP CORPORATE RESULTS PAYMENT EVENTS
Slide 27: Trade-In and Breezy business units
Trade-In Telcos & retailers 60+ use our Trade-In 5К+ POS coverage Founded Trade-in evaluations December 2.4M in CY25 2020 6K tonnes of CO2e emissions avoided Main numbers Omnichannel Breezy e-comms 8 Countries 7 #1 in UA, MD, KZ 250+ Employees 15 Breezy stores Eligible products 67M Revenue CY25 120K
Slide 28: ASBIS own brands
28 ASBIS own brands AENO is a brand of Canyon is a Lorgar is a brand of Prestigio Solutions smart home appliances dynamically growing gaming devices aimed specializes on offering top-level brand of stylish mobile to bring the gaming innovative quality, customer accessories, computer experience to a
Slide 29: ASBIS continues engagement in ESG initiatives
29 ASBIS continues engagement in ESG initiatives Continuous reporting Diverse Board Comprehensive double since 2017 report. of Directors materiality analysis Application of SASB (5 executives, 4 NEDs; conducted which and now ESRS women 33.3%). returned 29 material standards. ESG topics. Full greenho
Slide 30: Shareholder structure
30 Shareholder structure Affiliation to indexes: KS Holdings Ltd* Free-float Number of shares % of share capital & votes & votes KS Holdings Ltd * 20,448,127 36.84% Free-float 35,051,873 63.16% TOTAL 55,500,000 100.00% WIG.MS-ECM As of : 2026-08-06 *Siarhei Kostevitch holds shares as the sole shareh
Slide 31: Thank you
Thank you CONTACT FOR INVESTORS: Constantinos Tziamalis Bartosz Basa Deputy CEO IR Manager +357 25857188 +48 691 910 760 costas@asbis.com b.basa@asbis.com CONTACT FOR MEDIA: Iwona Mojsiuszko Managing Director of 8Sense PR +48 502 344 992 iwona.mojsiuszko@8sensepr.pl