Aebi Schmidt Holding Ag · NASDAQ:AEBI
Aebi Schmidt — Investor Presentation (August 2026)
21 slides from Aebi Schmidt's investor presentation, Aug 13, 2026
Slide 1: Aebi Schmidt Group Investor Presentation
Aebi Schmidt Group Investor Presentation public August 13, 2026
Slide 2: Safe Harbor: Basis of financials and forward-looking statements
Safe Harbor: Basis of financials and forward-looking statements Basis of financials ▪ Financial results up until June 30, 2025 include results for Aebi Schmidt and The Shyft Group on a combined basis inclusive of the period prior to the merger on July 1, 2025. This also applies to 2025 figures used
Slide 3: Aebi Schmidt is a global leader in the specialty vehicles industry
Aebi Schmidt is a global leader in the specialty vehicles industry, empowering critical operations from airport runways to last-mile delivery Key Investments highlights Business lines overview Commanding leadership positions across all business lines, with an attractive 1 value proposition and growt
Slide 4: Commanding leadership positions across all business lines
Commanding leadership positions across all business lines, with an attractive value proposition and growth opportunities Business Line Municipal Airport & Chassis Goods Transport Commercial Trucks Agriculture Maintaining Streets, Clean Keeping Airport Runways Manufacturing Walk-In Vans Providing Cus
Slide 5: Specialty vehicles are a highly attractive market
Specialty vehicles are a highly attractive market: Loyal customers, high entry barriers, and non-cyclical demand for mission-critical products Non-discretionary Mission-critical Recurring aftermarket government & municipal products revenue demand ▪ Snowplows, road maintenance ▪ Airport and Municipal
Slide 6: Well positioned for outsized growth, with a differentiated edge
Aebi Schmidt is well positioned for outsized growth, with a differentiated edge, accelerating momentum, and clearly defined future tailwinds Proven Growth Track Record Today’s competitive edge Future tailwinds Strong organic growth driven by Full ≥$40m synergy realization Leverage our strong market
Slide 7: Proximity to customers across our two home markets
Proximity to customers across our two home markets enables tailored strategies and strengthens diversification North America Europe and Rest of World (RoW) FY20251: FY20251: $1,356m Net Sales $551m Net Sales $123m adj. EBITDA $33m adj. EBITDA Production facilities Local Sales Organization Aebi Schmi
Slide 8: Aebi Schmidt Group 2030 strategy
Aebi Schmidt Group 2030 strategy: Our target is to generate long-term revenues of over $3 billion, with a mid-teens adjusted EBITDA margin 2030 strategic target 2030 strategy core elements Group Net Sales ($m) ▪ Vision >400 >3,000 >500 To be the global leader in specialty vehicles, allowing people t
Slide 9: Disciplined capital allocation strategy
Disciplined capital allocation strategy, unlocking the next phase of acquisition-led growth following initial deleveraging 1. Organic Growth Investments 2. M&A ▪ Major product updates and expanded ▪ Bolt-on acquisitions, with a significant product offering since 2024, with no big 2. transaction ever
Slide 10: Global specialty vehicles leader with strong growth tailwinds
Aebi Schmidt Group is a global specialty vehicles leader with strong growth tailwinds and resilient fundamentals AEBI investment case 2026 guidance Global Established customer relationships across our two home markets, Sales leading brands and recent major updates on product offering leader $1.95 to
Slide 11: Appendix
Appendix //\aebi schmictt .. group
Slide 12: Diversified business lines driving resilient growth and value creation
Diversified business lines driving resilient growth and value creation Municipal Airport & Chassis Goods Transport Commercial Trucks Agriculture Business Line ▪ Strong market leadership Airport: ▪ COVID demand surge drove ▪ Demand highly sensitive to ▪ Strong market leadership in over-ordering and e
Slide 13: A streamlined and comprehensive portfolio of leading brands
A streamlined and comprehensive portfolio of leading brands Aebi Schmidt Group | Investor Presentation public 13 August 13, 2026
Slide 14: AEBI stock and shareholding (as of March 2026)
AEBI stock and shareholding (as of March 2026) Shareholding information Other Stock information Peter Spuhler Index inclusions as US Domestic Issuer (direct and through Index Name PCS Holding AG) .RUT RUSSELL2000 33% Gebuka AG FR15XXXX FTSE RAFI US 1500 46% Barend Fruithof SBBRWU S&P Developed x Uni
Slide 15: An experienced leadership team
An experienced leadership team The Executive Board consists of 8 members located in North America and Switzerland Executive Board Barend Fruithof Steffen Schewerda Jacob Farmer Henning Schröder Chairman & Group CEO President Vehicle Solutions President CEO CEO North America Commercial & Fleet Europe
Slide 16: Financials overview
Financials overview Q2 2025 to Q2 2026 Actuals1 FY 2025 Actuals and FY 2026 Guidance $m Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 $m 2025 North America Order Intake 310 388 506 366 356 North America Order Intake 1,543 Europe/RoW Order Intake 134 130 126 143 161 Europe/RoW Order Intake 518 Total Order
Slide 17: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures To supplement its reporting of financial measures determined in accordance with generally accepted accounting principles in the United States ("GAAP"), Aebi Schmidt utilizes certain non-GAAP financial measures. Aebi Schmidt utilizes Adjusted EBITDA, Adju
Slide 18: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures Aebi Schmidt Group - Combined Financial Summary (Non-GAAP, unaudited) - (in thousands) Financial results up until June 30, 2025, include results for Aebi Schmidt and The Shyft Group on a combined basis inclusive of the period prior to the acquisition on
Slide 19: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures Aebi Schmidt Group - Combined Financial Summary (Non-GAAP, unaudited) - (in thousands) Financial results up until June 30, 2025, include results for Aebi Schmidt and The Shyft Group on a combined basis inclusive of the period prior to the acquisition on
Slide 20: Reconciliation of Non-GAAP Financial Measures
Reconciliation of Non-GAAP Financial Measures Aebi Schmidt Group - Combined Financial Summary (Non-GAAP, unaudited) - (in thousands) Financial results up until June 30, 2025, include results for Aebi Schmidt and The Shyft Group on a combined basis inclusive of the period prior to the acquisition on
Slide 21: Thank you for your time and interest!
Thank you for your time and interest! Disclaimer: The information and materials in this document (the “Materials”) have been prepared by Aebi Schmidt Group (hereinafter «ASG») for information and discussion purposes only. While ASG believes that all information in the Materials is materially accurat
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