Wacker Chemie Ag · XETR:WCH
Wacker Chemie — Non-Deal Roadshow (August 2026)
46 slides from Wacker Chemie's roadshow presentation, August 2026
Slide 1: Growth, Cash, Costs
Growth, Cash, Costs Wacker Chemie AG August 2026
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is for background purposes only and is subject to amendment, revision and updating. Certain statements and information contained in this presentation may relate to future expectations and other forward-looking statements that are based on man
Slide 3: WACKER Is A Global Specialty Chemical Company With 27 Production Sites
WACKER Is A Global Specialty Chemical Company With 27 Production Sites In All Major Regions At a Glance: Facts and Figures per Dec. 2025 €5.5bn €427m1 Sales EBITDA 7.8% -3.1% EBITDA % ROCE 27 22 Production Technical Sites Centers 4 16,467 Segments Employees 1) Includes €103m in restructuring expense
Slide 4: Our high-tech silicones are allrounders
Our high-tech silicones are allrounders Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 5: Our polymers improve the performance of adhesives & coatings
Our polymers improve the performance of adhesives & coatings Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 6: We produce the medicines of tomorrow
We produce the medicines of tomorrow Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 7: Our hyperpure polysilicon is found in half of all computer chips worldwide
Our hyperpure polysilicon is found in half of all computer chips worldwide Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 8: Leading Market Positions In All Segments With €5.5 Billion In Sales In 2025
Leading Market Positions In All Segments With €5.5 Billion In Sales In 2025 Sales by segment Polysilicon No. 1 in semi Silicones No. 2 FY25 Sales Polymers €5.5bn No. 1 Biosolutions Leading in niches Others Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 9: Serving Well Diversified End Markets With Specialty Products
Serving Well Diversified End Markets With Specialty Products Sales by end market Others Adhesives Smart Construction Transportation FY25 Textiles Sales €5.5bn Chemical Industries Renewable Energies Healthcare & Wellbeing Energy & Electronics Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 10: Well Balanced In All Regions With Over 60% of Sales Outside Europe
Well Balanced In All Regions With Over 60% of Sales Generated Outside of Europe Sales per region for the group and per segment Asia (35%) Silicones €1.9bn Europe (40%) €2.2bn Polymers 100% FY25 Sales €5.5bn Biosolutions Rest of world (6%) Polysilicon Americas (19%) €0.3bn €1.0bn Wacker Chemie AG: Au
Slide 11: Silicones And Polymers Form Chemicals' Foundation With Polysilicon On Top
Silicones And Polymers Form Chemicals’ Foundation With Polysilicon On Top Development of salesgrowth with POLYSILICON on top 10.0 Sales drivers +2% Chemicals – specialties growth 8.0 with global presence, close to CAGR customers 6.0 Biosolutions – BioPharma and BioIngredients Polysilicon – sol
Slide 12: Strong EBITDA Growth Trend Till 2022 Held Back By Weak Markets Since 2023
Strong EBITDA Growth Trend Till 2022 Held Back By Weak Markets Since 2023 Chemicals EBITDA with Polysilicon on top 2.0 Earnings drivers (2023-25) Chemicals – EBITDA held back by weak markets 1.5 Utilization rates remain unsatisfactory due to ongoing macroeconomic & geopolitical 1.0 headwinds P
Slide 13: Shareholder Returns Aligned With Net Income
Shareholder Returns Aligned With Net Income With ~ €1.4 Billion Paid Out Over Past 5 years Development of dividend Dividend policy 12.00 Pay out ~50% of net income, subject to business conditions and AGM 8.00 4.50 2.00 2.50 3.00 2.50 2.00 2.00 0.50 0.00 2016 2017 2018 2019 2020 2021 2022 2023 2024
Slide 14: Resilient Financials With €3.8bn In Equity & Low Financial Debt
Resilient Financials With €3.8bn In Equity & Low Financial Debt Development of financials 6 35% 45% 3 20% 28% 1.5 1.0x 2.1x 5 4 2 1.0 3 2 1 0.5 1 €Bn €Bn €Bn 2016 2025 2016 2025 2016 2025 Shareholder equity Financial liabilites Net debt % Balance sheet % Balance sheet x Net Debt / EBITDA Wacker Chem
Slide 15: Clear Progress Towards 2030 ESG Targets And Net Zero By 2045
Clear Progress Towards 2030 ESG Targets And Net Zero By 2045 Select ESG targets -43% +16% +54% -100% 96% 100% 100% 100 100 100 88% 83% 75 75 75 -57% 57% -50% 50 50 50 25 25 25 0 0 0 2020 2025 2030 2020 2025 2030 2020 2025 2030 Cut CO2 emissions1 by 50% 100% sustainable products 100% sustainable supp
Slide 16: Strategic Focus On Growth, Cash & Cost
Strategic Focus On Growth, Cash & Cost Focus areas Expansion of Sustainability as a Focus on Continuing to Forging ahead with specialty business business model semiconductor- advance our biotech digitalization and grade polysilicon business automation Wacker Chemie AG: August 2026 Roadshow Presentat
Slide 17: Segments
Segments 1. Silicones 2. Polymers 3. Biosolutions 4. Polysilicon Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 18: Silicones: Differentiated by Integration, Innovation and Customer Proximity
Silicones Differentiated by Integration, Innovation and Customer Proximity Global specialty platform serving structurally attractive end markets 20% 16% 16% €458m €468m Fully integrated specialty Specialties for sustainable €240m supplier solutions Full portfolio of silicones from High performan
Slide 19: Silicones: Adaptive Performance by Design
Silicones Adaptive Performance by Design Tailored at the molecular level: precision-engineered Silicones for demanding applications UV stability Long-term elasticity Surface tension Hydro- Hydro- philic phobic Softening Lubrication Water repellent Adhes- Release ive Chemical Microbial Water-vapor Co
Slide 20: Silicones: Broad Market Penetration & Serving A Wide Customer Base
Silicones Broad Market Penetration & Serving A Wide Customer Base Diversified end markets Smart Construction Others Global Medical & Healthcare silicones Electronics market Electrical products Transportation Personal care Chemicals & Plastics Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 21: Polymers: Driving the Transformation of Smart Construction
Polymers Driving the Transformation of Smart Construction Market-leading VAE/DPP solutions enable performance –based substitution and sustainable solutions 17% 14% 16% €229m €216m VAE/DPP1 market leader with world Sustainable solutions for smart €118m class tandems construction Addressing individu
Slide 22: Polymers: Performance Enablers and Binding Power
Polymers Performance Enablers and Binding Power Sales by end market Adhesives & Sealants Floor systems er CoC Paper Packaging mm er non ssuu ssttr Coatings & Paints Tiles Flooring ruucc CCoonn tiotn Wall systems ion Application Paints Primers Split Nonwovens ETICS1 Skim coat Others Textiles Carpet R
Slide 23: Biosolutions: Building a Scalable, Technology-Led Growth Platform
Biosolutions Building a Scalable, Technology-Led Growth Platform Leveraging leading microbial manufacturing and CDMO capabilities for advanced medicines and clean food 15% 7% 10% €340m €226m Fast growing biotechnology Pull from advanced medicine and €198m business clean food trend Leading microbia
Slide 24: Biosolutions: Leveraging Biotechnologies For Growth
Biosolutions Leveraging Biotechnologies For Growth Sales split and market Market drivers Biopharma Life science chemicals High growth potential GMP contract CDMO outsourcing Food-grade manufacturing of Advanced medicines polyvinyl acetate biologics, vaccines, mRNA/pDNA for gum base live micr
Slide 25: Polysilicon: Leadership Where Quality Matters Most
Polysilicon Leadership Where Quality Matters Most Extending #1 leadership in high-end semiconductors while selectively capturing PV solar opportunities 15% 29% 8% €418m Extend #1 leadership position in Capture opportunities high-end Semi in PV solar €142m Quality & process stability critical for
Slide 26: Polysilicon: Extend #1 Position In Semi
Polysilicon Extend #1 Position In Semi Etching line investment in Burghausen drives CapEx in Semi Semi-market characteristics Strong Semi Growth Targeted CapEx for semi Attractive business with stable pricing and growing volumes €148m Concentrated supplier base for advanced design rules €130m +1
Slide 27: Q2 2026 Results & 2026 Guidance
Q2 2026 Results & 2026 Guidance Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 28: WACKER Q2 2026 Highlights
WACKER Q2 2026 Highlights Overview Financials Operations Sustainability EBITDA markedly higher on cost measures, PACE cost program clearly supports Q2/26 WACKER wins L’Oréal net income driven by sale of Siltronic shares performance. > €300m in savings targeted and valuation effects. in 2028. Energy
Slide 29: FY 2026 Outlook Updated
FY 2026 Outlook Updated Reported EBITDA In The Range From €625 to 750m FY 2026 Group Outlook 2026 • Sales: Mid-single-digit percentage higher year over year (Prior: HSD% higher) Outlook • Reported EBITDA in the range from €625 to 750m (Prior: €550 to 700m), incl. €37m from capital option effects fro
Slide 30: Q2 2026 EBITDA At €211m, EBITDA Before Specials at €175m
Q2 2026 EBITDA At €211m Includes Effect From Pensions, EBITDA Before Specials at €175m Supported By PACE And Volume Profit & loss Q2 2026 Q2 2025 Q2 comments Sales 1,518 1,413 • Sales +7% yoy, Price +2%, Volume/Mix 6%, FX -1%, • EBITDA before Specials at €175m, +53% yoy on PACE Gross profit 256 165
Slide 31: Financials With €1.57bn In Liquidity And €4.18bn In Equity
Financials With €1.57bn In Liquidity And €4.18bn In Equity Balance sheet Assets Balance sheet per 06/30/26 Liabilities €8.4bn €8.7bn €8.4bn €8.7bn Cash & securities: • High level of liquidity at €1.57bn 52% 50% 45% 48% Accounts receivables: • + €208m higher YTD due to seasonality in Chems 12% 11% Pe
Slide 32: Silicones: EBITDA Higher On PACE & Positive Mix Effects
Silicones: EBITDA Higher On PACE & Positive Mix Effects Quarterly figures Q2 Comments Sales (€m) +6% • Sales higher yoy on better pricing and volumes 713 673 708 757 • EBITDA benefited yoy from PACE cost program as well as 602 positive mix effects • Order intake volatile & total order book higher yo
Slide 33: Polymers: EBITDA Higher On PACE And Inventory Effects
Polymers: EBITDA Higher On PACE And Inventory Effects Quarterly figures Sales (€m) Q2 Comments +12% • Sales yoy higher due to prices matching raw material 406 inflation 363 344 312 333 • Volumes slightly up yoy with improved regional mix • EBITDA yoy supported by PACE cost program and Q2 2025 Q3 202
Slide 34: Biosolutions: Sales And EBITDA Improvement YoY
Biosolutions: Sales And EBITDA Improvement YoY Quarterly figures Sales (€m) Q2 Comments +13% • Sales supported by better pricing to offset higher raw 93 100 99 materials 87 89 • Increased project business in BioPharma • EBITDA supported by cost management Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 EBIT
Slide 35: Polysilicon: Strong Semi Demand, Uncertainty In Solar Continues
Polysilicon: Strong Semi Demand, Uncertainty In Solar Continues Quarterly figures Sales (€m) Q2 Comments +3% • Semi volume growth continues yoy 218 197 222 226 226 • Low solar demand • EBITDA supported by cost savings but lower yoy due to lower solar pricing and higher energy costs Q2 2025 Q3 2025 Q
Slide 36: Net Debt At €722m, Siltronic Effect Included In Cash Flow From Investing
Net Debt At €722m, Siltronic Effect Of +€185m Included In Cash Flow From Investing Year-to-date development of net debt 19 0 193 -30 -18 -722 -886 Net financial debt Cash flow from Cash flow from Dividend paid, Lease liabilities Fx, others Net financial debt 31. Dec. 2025 operating activities invest
Slide 37: Financials
Financials Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 38: Solid Capital Structure To Support Growth & Maintain Resilience
Financials Solid Capital Structure To Support Growth & Maintain Resilience Capital allocation priorities Growth: Dividends Financials: Diversified portfolio of ~ 50% of net income Strong balance sheet with downstream projects solid capital structure Subject to market focused on profitable gr
Slide 39: Group Key Figures
Financials Group Key Figures In €m 20251 20242 2023 2022 2021 Sales 5,485 5.722 6,402 8,209 6,208 EBITDA 427 744 773 2,081 1,539 EBITDA margin 7.8% 13.0% 12.1% 25.4% 24.8% EBIT -180 271 354 1,679 1,134 EBIT margin -3.3% 4.7% 5.5% 20.4% 18.3% Net income for the period -805 261 327 1,282 828 Net cash
Slide 40: Segment Performance
Financials Segment Performance In €m 20251 20242 2023 2022 2021 Sales EBITDA % Sales EBITDA % Sales EBITDA % Sales EBITDA % Sales EBITDA % Chemicals 4,112 494 12.0 4,269 535 12.5 4,321 486 11.2 5,449 1,165 21.4 4,273 806 18.9 SILICONES 2,733 336 12.3 2,805 341 12.2 2,741 233 8.5 3,453 876 25.4 2,599
Slide 41: ESG
ESG Wacker Chemie AG: August 2026 Roadshow Presentation
Slide 42: WACKER With Top Environment, Social And Governance ESG Ratings
WACKER With Top Environment, Social And Governance ESG Ratings Best practice management of climate related risks & opportunities CDP: ISS ESG: MSCI: Ecovadis: Sustainalytics: 2025 Climate Prime, Rating B- BB rating Top 5% of all “Management of Change: A Score companies rated material ESG issues Wate
Slide 43: Enabling Customers To Reduce CO2 Emissions, Save Resources, And Improve Efficiency
Enabling Customers To Reduce CO2 Emissions, Save Resources, And Improve Efficiency WACKER CO2 abatement technologies addressing sectors responsible for majority of global emissions Buildings Transport Energy Industry >2/3 of WACKER sales address resource Durable facade coatings Highly resistant powe
Slide 44: Pathway To Net Zero While Capitalizing On Growth Opportunities
Pathway To Net Zero While Capitalizing On Growth Opportunities Growth with lower absolute emissions (m t CO2e) Pathway to Net Zero by 2045 Footprint Down -50% Net Benchmark operations with Zero integrated production processes 3.6 Scope 2 Science Based Target1: -50% Reduction in absolute GHG emissi
Slide 45: Progress Towards Ambitious Group Sustainability Targets
Progress Towards Ambitious Group Sustainability Targets 2020 2021 2022 2023 2024 2025 2030 Targets Net Zero 100% 93% 87% 72% 76% 71% 100% reduction by 2045 Value Up Sustainable products 83% 89% 90% 94% 94% 96% 100% of products meet defined sustainability criteria Diversity: Women in management 17% 1
Slide 46: WACKER: Issuer, Contact and Additional Information
WACKER: Issuer, Contact and Additional Information Investor relations contacts Financial Calendar Sept 17, 2026 CMD - London Joerg Hoffmann, CFA Oct. 29, 2026 Q3 2026 Results Tel. +49 89 6279 1633 | joerg.hoffmann@wacker.com Scott McCollister Tel. +49 89 6279 1560 | scott.mccollister@wacker.com Wack