Andritz Ag · VIE:ANDR
Andritz — Investor Presentation (March 2026)
26 slides from Andritz's investor presentation, March 2026
Slide 1: Driving Innovation, Shaping a Sustainable Future
DRIVING INNOVATION, SHAPING A SUSTAINABLE FUTURE. FOR GROWTH THAT MATTERS MARCH 2026
Slide 2: What We Do
WHAT WE DO Pioneer in delivering large-scale industrial technology solutions Developing large-scale, state-of-the-art engineering and service solutions Elevating customer operations with advanced technologies Enabling customers to decarbonize and transform their operations at scale Ensuring long-ter
Slide 3: Key Financial Figures 2025
KEY FINANCIAL FIGURES 2025 Strong order intake and stable profitability ORDER INTAKE REVENUE ORDER BACKLOG 8.9 billion EUR 7.9 billion EUR 10.5 billion EUR (2024: 8.3 billion EUR / +8%) (2024: 8.3 billion EUR / -5%) (2024: 9.7 billion EUR / +7%) Comparable EBITA | NET INCOME Comparable EBITA MARGIN
Slide 4: World Market Leader with Four Business Areas
WORLD MARKET LEADER WITH FOUR BUSINESS AREAS PULP & PAPER METALS HYDROPOWER ENVIRONMENT & ENERGY 38%* 21%* 22%* 19%* Pulp: #1 Forming: #1 #1-2 #1-3 Paper: #3 Processing: #1-2 * Share of total group revenue 2025 # Global market position, estimated by ANDRITZ 4 COMPANY PRESENTATION / MARCH 2026 / ©AND
Slide 5: Close to Our Customers
CLOSE TO OUR CUSTOMERS +80 COUNTRIES +280 LOCATIONS +30,000 EMPLOYEES WORLDWIDE Size of pin reflects number of ANDRITZ locations in the region 5 COMPANY PRESENTATION / MARCH 2026 / ©ANDRITZ
Slide 6: Competence, Commitment, Passion – The Whole Team Stands for Our Success
COMPETENCE, COMMITMENT, PASSION – THE WHOLE TEAM STANDS FOR OUR SUCCESS +30,000 Asia (without China), Africa, Australia Europe (without Austria employees 8% and Germany) China 24% 14% 64% white-collar and Geographical 36% blue-collar distribution of 13% employees South 12% Austria America 3,700 empl
Slide 7: 174 Years
174 YEARS Journey from a foundry to global technology leadership 1852 1922 1948 1951 1997 2000 2001 2006 2013 2018 2022 Established by Foundation Expansion into Start of Foundation of Pulp Foundation Hydropower Advanced Fabrics and Battery Josef Körösi as of ANDRITZ big turbines manufacturing of AND
Slide 8: We Expand Our Portfolio in All Business Areas
WE EXPAND OUR PORTFOLIO IN ALL BUSINESS AREAS Acquisitions by business area since 2005 PULP & PAPER METALS HYDROPOWER ENVIRONMENT & ENERGY 2005 Cybermetrics 2018 Novimpianti 2005 Lynson 2006 VA TECH HYDRO 2005 Lenser Filtration 2005 Universal Dynamics Group 2018 Diatec 2008 Maerz 2007 Tigép 2006 CON
Slide 9: Our Strategy: Long-Term Profitable Growth
OUR STRATEGY: LONG-TERM PROFITABLE GROWTH LONG-TERM DECARBONIZATION PROFITABLE GROWTH DIGITALIZATION • Grow revenue • Grow profitability CUSTOMER SERVICE • Grow service share 9 COMPANY PRESENTATION / MARCH 2026 / ©ANDRITZ
Slide 10: Decarbonization: We Enable the Green Transition
DECARBONIZATION: WE ENABLE THE GREEN TRANSITION • Developing economically viable key technologies for the green transition • Providing full lifecycle services from project development to operation and maintenance • Offering solutions for • carbon capture • production of green hydrogen • production o
Slide 11: Digitalization: Supporting Customers Throughout Plant Life Cycle
DIGITALIZATION: SUPPORTING CUSTOMERS THROUGHOUT PLANT LIFE CYCLE PROCESS PLANT ASSET CYBER OPTIMIZATION MANAGEMENT TRAINING OPTIMIZATION SECURITY Maximize Maximize the value Maximize productivity, Proactively Boost customer plant process of data – from raw data efficiency, and manage digital experti
Slide 12: Customer Service: Success Through Our Life Cycle Solutions
CUSTOMER SERVICE: SUCCESS THROUGH OUR LIFE CYCLE SOLUTIONS Retrofits & 10,000 Capital Upgrades Systems Around service employees Parts & Field In more than 180 Consumables locations worldwide Services 12 COMPANY PRESENTATION / MARCH 2026 / ©ANDRITZ
Slide 13: Industrial-Scale Green Hydrogen for Green Steel Making
INDUSTRIAL-SCALE GREEN HYDROGEN FOR GREEN STEEL MAKING First step in SALCOS® transforma- 200,000 t CO2 reduction per year tion program ANDRITZ delivers a green hydrogen plant to Salzgitter Flachstahl GmbH, Germany. 100 MW alkaline electrolyzer capacity Start-up: 2027 Project status: 9,000 t/y in exe
Slide 14: Industrial Carbon Capture Plants for Hard-to-Abate Industries
INDUSTRIAL CARBON CAPTURE PLANTS FOR HARD-TO-ABATE INDUSTRIES In operation since 2022 2 t/day food grade CO2 for industrial reuse Rohrdorfer, Germany Germany’s first industrial carbon capture plant in the cement industry Fully automated, continuous operation 14 COMPANY PRESENTATION / MARCH 2026 / ©A
Slide 15: 1.5-Gigawatt Battery Cell Formation Line
1.5-GIGAWATT BATTERY CELL FORMATION LINE Industrial-scale, fully Production automated battery cell start: 2026 formation line Leading battery producer in southern Germany Booster batteries for a renowned German car manufacturer Designed for fast and energy-efficient charge– discharge cycles 15 COMPA
Slide 16: Industrial-Scale Textile Recycling – Automated Sorting
INDUSTRIAL-SCALE TEXTILE RECYCLING – AUTOMATED SORTING Foundation Automated sorting of for fiber-to- post-consumer textiles fiber Capacity: 5,000 t/y recycling Start-up: 2023 Nouvelles Fibres Textiles, France AI-based material and color identification Contaminant removal enabling high-purity recycli
Slide 17: Number One Renewable Energy Source to Power the Green Transition
NUMBER ONE RENEWABLE ENERGY SOURCE TO POWER THE GREEN TRANSITION In full operation 8,600+ GWh since 2023 Enough annual energy for about eight million households Laúca, Angola: Largest hydroelectric power plant in Angola Backbone of modern grid regulation in Angola Total capacity: 2,070 MW 6x 338 MW
Slide 18: Redefining the Future: Unleashing Our Innovation Engine
REDEFINING THE FUTURE: UNLEASHING OUR INNOVATION ENGINE ∼ 3% 451 6,270 of revenue invested new patent patent in R&D in 2025 applications in 2025 protection rights FOCUS AREAS Decarbonization: Supporting customers in reducing emissions and advancing sustainability goals Digitalization: Using advanced
Slide 19: Our Performance Is Externally Recognized
OUR PERFORMANCE IS EXTERNALLY RECOGNIZED We achieved Gold in EcoVadis and Prime in ISS ESG. Our climate targets are validated by the SBTi. GOLD RATING RATING TOP 5% PRIME ESG SCORE 53 RATING RATING RATING B ANDRITZ commits to reduce absolute MEDIUM RISK BBB Scope 1 and Scope 2 GHG emissions by (9/20
Slide 20: The Majority of Our 2025 Targets Were Met
THE MAJORITY OF OUR 2025 TARGETS WERE MET – SEVERAL OF THEM EVEN AHEAD OF SCHEDULE (S t a t u s a t t h e e n d o f 2 0 2 5 ) ENVIRONMENT SOCIAL GOVERNANCE 45% 90.4% share of revenue from reduction in the annual procurement volume 47% sustainable solutions injury frequency rate covered by assessed a
Slide 21: Our New Sustainability Program 2026-2030
OUR NEW SUSTAINABILITY PROGRAM 2026-2030 Shaping a more sustainable future with our ESG commitment and new KPIs Enabling the We provide INNOVATIVE, RESOURCE-EFFICIENT ENVIRONMENT solutions for our customers and reduce the green transition environmental footprint of our own operations. Supporting We
Slide 22: Tracking Our ESG Commitment Through the 2030 KPIs
TRACKING OUR ESG COMMITMENT THROUGH THE 2030 KPIs Base year 2023 GHG emissions, GHG emissions, relative Water use in ENVIRONMENT E-impact revenue Waste to landfill absolute (SBTi) water-stressed areas* Own operations > 50% Own operations -42% 18 10 t/MEUR -25% -25% Value chain -25% * Water-stresse
Slide 23: Our Goal Is Zero Occupational Injuries and Illnesses
OUR GOAL IS ZERO OCCUPATIONAL INJURIES AND ILLNESSES We continuously strengthen workplace safety across all operations: • A safe, healthy, and supportive working environment is provided for everyone involved in our projects. • All employees operate under ISO 45001-certified safety management systems
Slide 24: COMPANY PRESENTATION / MARCH 2026 / ©ANDRITZ
24 COMPANY PRESENTATION / MARCH 2026 / ©ANDRITZ
Slide 25: ANDRITZ. For Growth That Matters.
ANDRITZ. FOR GROWTH THAT MATTERS. 25 COMPANY PRESENTATION / MARCH 2026 / ©ANDRITZ
Slide 26: Legal Disclaimer
LEGAL DISCLAIMER © ANDRITZ AG 2026 This presentation contains valuable, proprietary property belonging to ANDRITZ AG or its affiliates (“the ANDRITZ Group”), and no licenses or other intellectual property rights are granted herein, nor shall the contents of this presentation form part of any sales c