Pfisterer Holding Se · XETR:PFSE
Pfisterer — Q3 2025 Earnings Presentation
22 slides from Pfisterer's earnings presentation, Nov 19, 2025
Slide 1: Q3 Key figures and business performance
Q3 Key figures and business performance November 19, 2025 PFISTERER | Q3 Key figures and business performance | November 2025 1
Slide 2: PFISTERER overview
PFISTERER overview PFISTERER | Q3 Key figures and business performance | November 2025 2
Slide 3: Management Board
Management Board +20 years of industry experience +20 years of industry experience +2 years of tenure at PFISTERER +13 years of tenure at PFISTERER Previously at: Previously at: Johannes Linden Dr. Konstantin Kurfiss Co-CEO (Management Board Member & Speaker of the Executive Board) Co-CEO (Managemen
Slide 4: 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“ PFISTERER | Q3 Key figures and business performance | November 2025 4
Slide 5: Cable-agnostic electrical connection and insulation solutions across the entire power value chain
ÜBERTRAGUNG Cable-agnostic electrical connection and insulation solutions across the entire power value chain and all voltage levels Onshore Wind Nuclear energy Rail & mobility Subsea Offshore Wind Solar Underground Cable Data center Power distribution Repair- & emergency solutions Overhead Line Sub
Slide 6: Global setup ensures proximity to diversified customer base
PFISTERER’s setup ensures proximity to its highly-diversified customer base via a global distribution network Global footprint with presence across 90+ countries Revenue split 9M/2025(1) Asia-Pacific By geography 9% Middle East & Germany Germany India 22% Germany (HQ) Europe & Poland Africa United K
Slide 7: Ongoing positive market environment in the first nine months of 2025
Ongoing positive market environment in the first nine months of 2025 supports PFISTERER’s growth and future opportunities Massive global grid investments sustain long-term growth 1 Worldwide transmission and distribution networks are expected to grow two- to threefold by 2050, with annual investment
Slide 8: Financial performance 9M | 2025
Financial performance 9M | 2025 PFISTERER | Q3 Key figures and business performance | November 2025 8
Slide 9: Strong Growth in Order Intake continues to drive Revenues while maintaining high margins
Strong Growth in Order Intake continues to drive Revenues while maintaining high margins EUR thousand 9M/2025(2) 9M/2024(2) Change Key Comments Order Intake 431,268 322,839 33.6% Order book (as of 30.09.2025) 338,741 231,959 46.0% ▪ Significant increase in Order Intake with solid Earnings figures (I
Slide 10: Excellent Q3 results driven by volume and margin growth
Excellent Q3 results driven by volume and margin growth EUR thousand Q3/2025(2) Q3/2024(2) Change Key Comments Order Intake 141,050 122,250 15.4% Order book (as of 30.09.2025) 338,741 231,959 46.0% ▪ Strong increase in Order book due to higher Earnings figures (IFRS) Order Intake. Revenue 113,064 90
Slide 11: Massive increase in Order Intake with healthy organic sales development
Massive increase in Order Intake with healthy organic sales development Order book (1,2) (€m) Revenues (2) (€m) Key Comments +13,3% +8,4% -0,3% ▪ Strong increase in Order book due to higher Order Intake in all product +9,5% 338,7 113,4 113,1 segments and all regions. ▪ At EUR 113.1 million, revenues
Slide 12: Consecutive high margin realization – favorable Order book supports positive outlook
Consecutive high margin realization – favorable Order book supports positive outlook Key Comments Gross Margin (%) Adj. EBITDA (€m) ▪ YoY-improvement on Gross margin +16,3% of 1,7 pp +24,7% -11,6% ▪ Mainly high-margin OHL 21,5 product business in 21,0 Middle East leads to an +30,3% increase of Gross
Slide 13: Convincing adjusted EPS development underlines future potential
Convincing adjusted EPS development underlines PFISTERER’s future potential adj. Earnings per Share (in €) Key Comments 2,36 ▪ The included adjustments relate to the costs of the VSOP 0,85 program for all quarters. 0,78 0,77 0,75 ▪ Adjustments for IPO specific consulting expenses and employee share
Slide 14: Higher revenues in the three most important regions
Higher revenues in the three most important regions – Regional sales mix shifts towards Middle East Key Comments Revenue by Region (€m) Revenue Split by Region (1) North and Europe South America and Africa ▪ On an equal basis (relocation CZ 9M/2025 +5% induced revenue losses of MEUR 13) revenue grow
Slide 15: Growth in all segments – Strong HVA and MVA performance
Growth in all segments – Strong HVA and MVA performance Key Comments Revenue by Segment (€m) Revenue Split by Segment (1) HVA MVA ▪ Growth in HVA (EUR +24,9 Mio.) +24% 9M/2025 due to stronger demand in 129 transmission systems. 104 ▪ Rising MVA revenues (EUR +7,6 +21% MVA Mio.) mainly with cable con
Slide 16: PFISTERER Outlook
PFISTERER Outlook PFISTERER | Q3 Key figures and business performance | November 2025 16
Slide 17: Significant events after the reporting date
Significant events after the reporting date PFISTERER honored for its exceptional capital market debut ▪ PFISTERER Holding SE received the award for Outstanding IPO of the Year at the IPO Night in Frankfurt. ▪ The event, hosted by the Deutsche Börse AG and Weimer Media Group, celebrates excellence i
Slide 18: Significant events after the reporting date: 320 kV HVDC type test
Significant events after the reporting date PFISTERER passes 320 kV HVDC cable system type test ▪ Successfully completing the full type test for a 320 kV HVDC cable system – becoming the world’s first independent supplier of cable accessories for HVDC system. ▪ Strengthening market position as a key
Slide 19: Financial Calendar
Financial Calendar PFISTERER Holding SE – 2025/2026 November 19, 2025 Q3 Key figures and business performance November 24-25, 2025 Deutsches Eigenkapitalforum 2025 Frankfurt / Main, Germany December 2, 2025 Berenberg European Conference London, United Kingdom December 8, 2025 Roadshow Berenberg Bank
Slide 20: Questions & Answers
Questions & Answers PFISTERER | Q3 Key figures and business performance | November 2025 20
Slide 21: Thank you for your attention.
Thank you for your attention. WWW.PFISTERER.COM PFISTERER | Q3 Key figures and business performance | November 2025 21
Slide 22: PFISTERER | Q3 Key figures and business performance | November 2025
This presentation (including any printed or electronic copy of these slides, any oral presentation, the question and answer session and any written or oral material discussed or distributed at or in connection with the management presentation, the "Presentation") has been prepared by Pfisterer Holdi