Steyr Motors Ag · XETR:4X0
Steyr Motors — Investor Presentation (August 2026)
28 slides from Steyr Motors's investor presentation, August 2026
Slide 1: Investor Presentation H1 2026
Investor Presentation H1 2026 August 2026
Slide 2: Introducing
INTRODUCING The global leader for customized engines in special military and civil situations 2
Slide 3: Steyr Motors' outstanding product portfolio has a competitive advantage
STEYR MOTORS´ OUTSTANDING PRODUCT PORTFOLIO HAS A COMPETITIVE ADVANTAGE Product lines Military vehicles Aggregates Marine Military vehicles from 3.5t to 10t MBT Locomotives Rib Boats Battle Boats Work Boats Rescue Boats Application Primary Power for Special vehicles Auxiliary Power Unit (APU) Primar
Slide 4: Driving incremental growth through product portfolio expansion and new market entry
Product Overview DRIVING INCREMENTAL GROWTH THROUGH PRODUCT PORTFOLIO EXPANSION AND NEW MARKET ENTRY M14 | M16 M12 | M16 M12PU SE4 | SE6 Military Vehicles Aggregates Mobile Power Unit Marine Military vehicles from 3.5t to 10t MBT Locomotives Counter-Drone Power Camp Power Field Power USV’s Battle Bo
Slide 5: Steyr M12 Power Unit: Deploy anywhere, operate everywhere
STEYR M12 POWER UNIT | DEPLOY ANYWHERE, OPERATE EVERYWHERE – THE M12PU AS THE UNIVERSAL ENERGY BACKBONE FOR MODERN DEFENSE From drone defense systems to off-site drone charging, maritime operational infrastructure and desert command posts 5
Slide 6: Rapidly deployable drone and charging infrastructure enabled by the M12PU
European Case Study from European Drone Manufacturer Case Study RAPIDLY DEPLOYABLE DRONE AND CHARGING INFRASTRUCTURE ENABLED BY THE M12PU FROM STEYR MOTORS Rapid drone deployment & transportation Mobile Power Generation & Charging Capability • The power generation and charging infrastructure • Fast
Slide 7: M12 Power Unit from Steyr Motors
FLEXIBLE. MODULAR. PERFECTLY CUSTOMIZED TO YOUR REQUIREMENTS M12 POWER UNIT FROM STEYR MOTORS Facts • 28V (DC), 29kW • 400V (AC), 32kVA THREE SEPARABLE MODULES • Cooling Unit - Separable Cooling Unit for special demands • Engine Generator Unit - Powerful drive with integrated power generation • Base
Slide 8: Agenda
AGENDA 1 Milestones, Key Highlights and Financials 2 Outlook 3 Appendix 4 Disclaimer 8
Slide 9: Delivering key milestones over the last months
DELIVERING KEY MILESTONES OVER THE LAST MONTHS Agreement Joint Venture with Developed a highly USV Market Entry New 5-year contract Rheinmetall Shangyan Power competitive M12PU Secured via High-Value with main Distributor in Landsysteme (CHN) Prototype U.S. Contract Asia March 2025 August 2025 Octob
Slide 10: Steyr Motors – Key Figures HY 2026 (unaudited)
STEYR MOTORS – KEY FIGURES HY 2026 (UNAUDITED) € % Revenue Adj. EBIT Adj. EBIT Margin Order Backlog €22.8m €0.1m 0.4% > €310m* HY 2026 HY 2026 HY 2026 Until 2030 *Current Order Backlog, of which approximately €200m is legally binding. Total order backlog defined as fixed order backlog + frame order
Slide 11: €310m until 2030 on secured orders are the foundation for success
€310M UNTIL 2030 ON SECURED ORDERS ARE THE FOUNDATION FOR SUCCESS Additional future Total order backlog (26-27) Opportunities in focus: (€m) 67.4 Leopard 2 30.7 Main Battle Tanks M12PU €100m €70m add. orders 32.2 4.5 €30m USV’s in USA 17.8 31.5 €120m 9.9 USV ROW 5.2 2026 2027 Forecasted Contracted *
Slide 12: Steyr Motors – Financials HY 2026
STEYR MOTORS – FINANCIALS HY 2026 in EUR thousands HY 2026 HY 2025 Revenue remained broadly stable Revenues 22,810 23,129 • Delays in the Defense business were offset by higher revenues from Marine Changes in inventories of finished goods and work in progress 320 1,505 Other income 121 162 Gross pro
Slide 13: Agenda
AGENDA 1 Milestones, Key Highlights and Financials 2 Outlook 3 Appendix 4 Disclaimer 13
Slide 14: Steyr Motors – Targets 2026
STEYR MOTORS – TARGETS 2026 2026 % Revenue target EBIT Margin €56-61m 8-12% +15-25% Optimized scalability through our production platform – Enabling seamless execution with superior cost efficiency and operational excellence Unlocking new growth horizons – A flexible, modular infrastructure designed
Slide 15: Profitable scale to 2029 – premium core growth, new products, BUKH and strategic M&A
PROFITABLE SCALE TO 2029* – PREMIUM CORE GROWTH, NEW PRODUCTS, BUKH AND STRATEGIC M&A DRIVE A STEP CHANGE IN SCALE Financial Ambition REVENUE 2029 REVENUE CAGR Target for 2029 is €141.3m revenue €141.3m ~30.6% Illustrative base case: profitable growth at scale, supported by disciplined M&A ~ 2.5x vs
Slide 16: Clear focus for mid-term geographical expansion
STEYR MOTORS HAS A CLEAR FOCUS FOR ITS MID-TERM GEOGRAPHICAL EXPANSION Initiative Drivers of incremental sales Poland topping NATO countries for GDP% defense spending in ‘23 ¢ New projects driven by high defense (4.5%, $29b) Governmental spending Expansion in ¢ Enlargement of scope in special 3 high
Slide 17: Deep dive core business: foundation for 16.3% CAGR core business growth
DEEP DIVE CORE BUSINESS | THE FOUNDATION FOR 16.3%* CAGR CORE BUSINESS GROWTH FULL ORDERBOOK AND PIPELINE Multi-year demand visibility, platform opportunities and local market access create the path to double-digit core growth €300m Order Book and over €100m opportunity pipeline illustrative selecti
Slide 18: Deep dive M12PU: a prudent base case with validated demand
DEEP DIVE M12PU| M12 POWER UNIT, A PRUDENT BASE CASE WITH VALIDATED DEMAND COMMERCIAL LOGISTICS Additional 100 units p.a. is a capacity-led base case – not the demand ceiling Launch without incremental production-line investment, with capacity expansion as the upside lever 1 FIRST BATTLEFIELD TESTS
Slide 19: Deep dive BUKH: SOLAS leadership, now unlocked for growth
DEEP DIVE BUKH| BUKH – SOLAS LEADERSHIP, NOW UNLOCKED FOR GROWING MORE THAN 10.6%* CAGR PER YEAR COMPARED TO THE PAST PROVEN AT SOLAS – POSITIONED FOR SCALE BUKH combines trusted SOLAS and mission-critical diesel expertise with a clear path into high-growth USV applications Under Steyr Motors, a pro
Slide 20: Deep dive M&A: disciplined M&A levels up Steyr Motors
DEEP DIVE M&A | DISCIPLINED M&A LEVELS UP STEYR MOTORS FROM AN ENGINE SUPPLIER TO AN INTEGRATED SOLUTION PROVIDER THE INVESTMENT STRATEGY We acquire what compounds our engine advantage – not revenue for revenue’s sake Targeted capabilities, products and market access turn Steyr Motors from a compone
Slide 21: Operational momentum: multi-year program traction drives structural value creation
Outlook OPERATIONAL MOMENTUM | MULTI-YEAR PROGRAM TRACTION DRIVES STRUCTURAL VALUE CREATION KNDS – until 2034 – 500 engine frame contract Urovesa – new MoD contract New Contract won • New 5-year contract from the Spanish Ministry of Defence • This milestone strengthens our role in next-generation de
Slide 22: Agenda
AGENDA 1 Milestones, Key Highlights and Financials 2 Outlook 3 Appendix 4 Disclaimer 22
Slide 23: Steyr Motors Share
STEYR MOTORS SHARE Master Data Shareholder Structure Symbol 4X0 ISIN AT0000A3FW25 Transparency level Scale, direct market plus Market segment Open Market Stock exchange & trading venue Frankfurt Stock Exchange/Xetra, Vienna 15% Number of shares 5,251,261 B & C Holding Österreich GmbH Share capital E
Slide 24: Financial Calendar
FINANCIAL CALENDAR DATE EVENT 21–24 September 2026 Baader Investment Conference 30 September 2026 NuWays European-MidCap Conference 13 October 2026 Austrian Small and MidCap Day 2026 22 October 2026 Publication Q3 Results 23–25 November 2026 Deutsches Eigenkapitalforum 24
Slide 25: Agenda
AGENDA 1 Milestones, Key Highlights and Financials 2 Outlook 3 Appendix 4 Disclaimer 25
Slide 26: Not for release, publication or distribution
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, JAPAN OR THE REPUBLIC OF SOUTH AFRICA OR ANY OTHER JURISDICTION IN WHICH IT WOULD BE UNLAWFUL TO DO SO. The information contained in this document and its appen
Slide 27: The information contained in the Presentation has been provided by the Company's management. While
The information contained in the Presentation has been provided by the Company's management. While the information contained therein has been prepared in good faith, it does not purport to be comprehensive, and has not been independently verified by the Manager, any of its advisors or any of the Com
Slide 28: Steyr Motors
STEYRMOTORS