Pfisterer Holding Se · XETR:PFSE
Pfisterer — HY1 2026 Earnings Presentation
23 slides from Pfisterer's earnings presentation, Aug 19, 2026
Slide 1: Q2 Key figures and publication of half-year report 2026
Q2 Key figures and publication of half-year report 2026 August 19, 2026
Slide 2: Agenda
Agenda 1 Intro 3 Business Highlights 2 Financial Performance 4 Q&A
Slide 3: Intro
PFISTERER
Slide 4: Today's presenting team
Today’s presenting team +30 years of industry experience +30 years of industry experience +3 years of tenure at PFISTERER +16 years of tenure at PFISTERER Johannes Linden Dr. Konstantin Kurfiss Co-CEO (Management Board Member & Speaker of the Executive Board) Co-CEO (Management Board Member) PFISTER
Slide 5: Be the preferred partner for innovative, reliable and mission-critical electrical connection
“Be the preferred partner for innovative, reliable and mission- critical electrical connection and insulation solutions“ Q2 Key figures and publication of half-year report 2026 | August 2026 5
Slide 6: Products by application and voltage level
Offshore-Wind ++ +++ Nuclear Energy ++ +++ Onshore-Wind ++ +++ Rail & Mobility Subsea Cable + ++ +++ Solar Energy + +++ Underground Cable ++ +++ Data Centers + ++ Power Distribution Repair- & Emergency Solutions + ++ ++ +++ Substation Overhead Lines ++ +++ ++ +++ Safety Equipment + ++ +++ Transmissi
Slide 7: Highly-diversified customer base and global distribution network
Highly-diversified customer base and global distribution network Global footprint with presence across 90+ countries Revenue split HY1 2026(1) Selected customers Utilities By geography Germany + (HQ) Czech Republic Middle East & Asia-Pacific 6 % China India UK Poland 25 % France Switzerland Cable Ma
Slide 8: Sustained Market Tailwinds
Sustained Market Tailwinds - Ongoing positive market environment and trends for sustainable growth Global electricity demand is on the rise 1 After 3,0% growth in 2025, global electricity demand is projected to grow by 3,6% in 2026 and 3.8% in 2027, driven by trends like data centers, electric vehic
Slide 9: Financial Performance HY1 2026
2 Financial Performance HY1 2026
Slide 10: Continued order book growth - revenues reach a new record high
Continued order book growth - revenues reach a new record high Order Book (€m) Revenues (€m) Key Comments ▪ YoY increase in order book (+8.9%). +1,4% +2,3% ▪ At EUR 129.8 Mio., revenues in the +8,4% -1,3% 2nd quarter reached once again a +0,4% +3,0% 340,3 129,8 338,7 new all time high (YoY +14.4%).
Slide 11: Significant EBITDA increase YoY despite lower gross margin
Significant EBITDA increase YoY despite lower gross margin Gross Margin (%) Adj. EBITDA (€m) Key Comments +45,4% -10,8% ▪ In Q2 2026, gross result (+9.4%) and adj. EBITDA (+33.4%) 27,7 increased year-on-year in absolute terms. 24,7 ▪ Gross margin decreased to 40.4% 14,0% -11,6% in Q2 2026, due to pr
Slide 12: Order intake softened amid extraordinary prior-year across most regions
Order intake softened amid extraordinary prior-year across most regions, while solid order book growth supports future revenues Key Comments Order intake by region (€m) Order book by region (€m) ▪ Americas: The decline in order Americas Europe & Africa Americas Europe & Africa intake was mainly attr
Slide 13: Lower OHL order intake offset by strong HVA order book growth
Lower OHL order intake offset by strong HVA order book growth Key Comments Order intake by segment (€m) Order book by segment (€m) ▪ HVA: Order intake raised slightly. HVA MVA HVA MVA Growth in Asia-Pacific and Middle +17% East & India more than offset +1% lower activity in the Americas and 64 182 6
Slide 14: Increased revenues translated into 33% adj. EBITDA growth
Increased revenues translated into 33% adj. EBITDA growth EUR thousand Q2/2026 Q2/2025 Change Order Book 340,264 312,469 +8.9% Order Intake 131,914 146,063 -9.7% Key Comments Earnings figures (IFRS) Revenue 129,827 113,436 +14.4% ▪ Revenue increased by 14.4% year-on-year to a Gross result 52,446 47,
Slide 15: Strong profitability and cash conversion resulted in adj. operating cash flow
Strong profitability and cash conversion resulted in adj. operating cash flow of EUR 21.9 Mio. in HY1 EUR thousand HY1 2026 HY1 2025 Change Order Book 340,264 312,469 +8.9% Order Intake 262,969 290,218 -9.4% Key Comments Earnings figures (IFRS) Revenue 256,702 213,562 +20.2% ▪ Order Book increased t
Slide 16: EPS increased in Q2 2026 by 73% YoY despite higher number of shares
EPS increased in Q2 2026 by 73% YoY despite higher number of shares Earnings per Share (in €) Key Comments 1,11 ▪ As a result of the capital increase, the number of shares 0,98 increased in Q2/2026. 0,92 ▪ Significantly positive 0,80 0,80 +73% development of EPS due to 0,72 strong profit development
Slide 17: Business Highlights
3 Business Highlights PFISTERER
Slide 18: Patent Granted for HVDC Connector Technology
2030 A Milestone on the Path to HVDC Market Launch: Patent Granted Future Trends for HVDC (High Voltage Direct Current) Connector Technology DRIVE INNOVATION HVDC evolution • PFISTERER has been granted a patent for its innovative HVDC pluggable connector technology (“HVDC-pluggable connector”) by th
Slide 19: HOCCA Innovation. Market Expansion.
2030 HOCCA Innovation. Market Expansion. Business Boundaries New product expands market reach and addresses new markets EXPAND Product Development • The insulating body and inner electrode are in-house developed by PFISTERER PFISTERER HOCCA cross-section • A SICON shearbolt is used as the connector
Slide 20: Capital allocation & Capacity ramp-up
2030 Capital allocation & Capacity ramp-up Core Business & PFISTERER delivers at all levels of operations Markets GROW New HVDC Qualification IT- and digitization- Center in investments within Winterbach the group Construction (1) on schedule ~5 % of revenues Expansion of SICON- CAPEX into productio
Slide 21: PFISTERER
PFISTERER
Slide 22: Upcoming Events and Conferences
Upcoming Events and Conferences Financial Calendar 2026/27 August 25, 2026 mwb German Select VIII virtual September 1, 2026 Commerzbank & ODDO BHF Corporate Conference 2026 Frankfurt am Main, Germany September 23, 2026 Berenberg and Goldman Sachs 15th German Corporate Conference Munich, Germany Nove
Slide 23: Thank you for your attention.
Thank you for your attention. All rights to the above content are the exclusive property of PFISTERER. This document has been prepared by PFISTERER solely for the recipient.