Kingspan Group Plc · EURONEXT:KRX
Kingspan — Investor Presentation (December 2025)
22 slides from Kingspan's investor presentation, Dec 1, 2025
Slide 1: Bespoke Critical Infrastructure Solutions
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Slide 2: Disclaimer
Disclaimer IMPORTANT: Please read the following before continuing. The following applies to this document, which has been prepared by Kingspan Group plc (the “Company”, and together with its subsidiaries, the "Group") solely for information and background purposes in relation to the Group (collectiv
Slide 3: Introducing ADVNSYS: A Global Leader in Bespoke Critical Infrastructure Solutions
Introducing ADVNSYS: A Global Leader in Bespoke Critical Infrastructure Solutions 3
Slide 4: Who We Are Today
Who We Are Today ADVNSYS is a global leader in bespoke critical infrastructure >60 ~7,400 years heritage people globally solutions We engineer advanced systems 30% 52 for more efficient and sustainable manufacturing locations data centre exposure1 with medium-term target of >50% buildings Data centr
Slide 5: Outstanding Track Record of Growth and Execution
Outstanding Track Record of Growth and Execution 10-year Revenue multiplied by 4.0x EBITDA multiplied by 5.8x €686m historical performance1 15% CAGR2 19% CAGR2 Total acquisition spend3 ~1,600⁴ 1,477 1,348 1,347 ~300⁴ 1,085 ~230⁴ 872 750 197 685 166 570 144 117 400 422 102 83 62 69 40 45 2015 2016 20
Slide 6: Ideally Positioned for Growth in Attractive End Markets with Global Reach
Ideally Positioned for Growth in Attractive End Markets with Global Reach End Markets1 Geographies1 Customers Hyperscalers Blue chip hyperscaler clients RoW 11% Data 30% Colocators Americas 26% Europe Non-Data 63% 70% General Contractors Exposure to attractive, Global reach with presence Entrenched
Slide 7: Comprehensive Range of Advanced Building Systems
Comprehensive Range of Advanced Building Systems WHITE SPACE SOLUTIONS AIR HANDLING DAYLIGHTING RESOURCE MANAGEMENT Liquid Cooling Structural Air Handling Units LDM Module Translucent Wall Roof Light Systems Control Systems Service & Manifolds Ceilings Maintenance Aisle Mesh Walls Airflow Panels Smo
Slide 8: ADVNSYS is a Global Leader in Bespoke Critical Infrastructure Solutions
ADVNSYS is a Global Leader in Bespoke Critical Infrastructure Solutions DOUBLE-DIGIT >50% 1 Expanding advanced building systems portfolio in attractive growth markets mid-term data market CAGR1 medium-term target data exposure PROVEN TRACK-RECORD MODULAR 2 Agility and innovation to tackle fast-chang
Slide 9: Secular Trends Create Attractive Long-term Growth Opportunities
1 Secular Trends Create Attractive Long-term Growth Opportunities Market Growth Drivers ADVNSYS Portfolio Evolution Data Commercial & Industrial Mid-term Double-digit Low- to Mid-Single-Digit Market Growth1 • AI driving surge in power density • Demand for lower energy buildings • Liquid cooling pene
Slide 10: ADVNSYS is Benefitting from Compounding Market Growth
1 ADVNSYS is Benefitting from Compounding Market Growth Growth in Global Growing ADVNSYS Exceptional increase in Data Demand Market Share ADVNSYS Share of Wallet >18x wallet share multiplied between 2010 and 20251,2 > $500k / MW Double-digit mid-term Significant market share gains in existing $180 -
Slide 11: Expanding Future-looking Data Centre Solutions Offering
1 Expanding Future-looking Data Centre Solutions Offering CURRENT OFFERING [image] 1 Hot Aisle Containment 2 Airflow Panels A E 8 3 Liquid Cooling Manifolds F B 5 4 Mesh Walls Security 7 4 5 LDM 6 3 6 Structural Ceiling Grid 1 D 7 Air Handling Units G 2 8 Water Storage 9 Raised Access Floors C 9 FUT
Slide 12: Leadership in Client-Critical Growth Products
1 Leadership in Client-Critical Growth Products Hot Aisle Containment (HAC) Liquid Cooling Manifolds Airflow Panels • Improved cooling efficiency • Regulate flow, pressure, and temperature • Higher cooling capacity and energy efficiency • Reduced energy consumption and costs • Improved efficiency an
Slide 13: Ability to Cater to Fast-changing Design Requirements
2 Ability to Cater to Fast-changing Design Requirements Product Portfolio Evolution Innovation From raised access flooring to a comprehensive Liquid Cooling to rack suite of data centre solutions Agility as Key Differentiator Air Handling Numerous technologies added to meet the fast- Unit changing d
Slide 14: Leading the Way in Modularity to Unlock a Significant Opportunity
2 Leading the Way in Modularity to Unlock a Significant Opportunity DrivingDriving Synergies Within Synergies ADVNSYS Within Portfolio: ADVNSYS Portfolio: Integrated Platform Integrated Platform forfor Current Current and Future and Future Offering Offering Scalability on demand 1 Modular containmen
Slide 15: Successful End-to-End Customer-Centric Go-to-Market Strategy
3 Successful End-to-End Customer-Centric Go-to-Market Strategy Hyperscalers, Blue-chip global customer base Low Colocators, customer concentration Other End Users Long-term relationships with key industry stakeholders across data & non-data ~1,700 Developers, Dedicated teams Architects, Engineers De
Slide 16: Clear Strategy to Drive Profitable Growth
4 Clear Strategy to Drive Profitable Growth Clear Strategic Priorities... …for a Growing Platform… …Delivering Strong Performance 1 1. Commercial organisation to ensure best go-to-market Organic Investment… for all products and brands, leveraging all channels Customer Scaling Brownfield Investments
Slide 17: Proven Ability to Scale via Brownfield Investments
4 Proven Ability to Scale via Brownfield Investments Key Customer Requirement: Ability to deliver at record speed and at very large scale Case Study: Recent US Expansion KENTUCKY: ADVNSYS solution: Proven, agile and scalable manufacturing concept, which can 764k sq ft of manufacturing space for be r
Slide 18: Rapidly Expanding Footprint through Organic Investments and Acquisitions
4 Rapidly Expanding Footprint through Organic Investments and Acquisitions Europe North America Europe 11 existing manufacturing 29 manufacturing Strong presence with significant capacity in locations locations major data centre hubs across the continent North America Rapidly expanding capacities wi
Slide 19: Proven History of Value-Creating Acquisitions and Strong Pipeline
4 Proven History of Value-Creating Acquisitions and Strong Pipeline Dedicated in-house M&A team Future data Geographical €1.5bn+ centre offering expansion combined revenue of potential targets in the pipeline Strict Key evaluation criteria priorities Brownfield ADVNSYS ~€0.7bn relationships into man
Slide 20: Case Study: Successful Growth and Integration of Our Acquisition
4 Case Study: Successful Growth and Integration of Our Acquisition ADVNSYS Expertise ADVNSYS Relationships Strong Value Creation +2.5x Revenue1 Existing strong relationships Bolt-on Proven ability to deliver Scale 20232 2025 Hyperscaler 1 Geographic breadth +3x EBITDA1 Innovation Hyperscaler 2 Hyper
Slide 21: On Track to Realise its Potential, with Strong Financial Momentum
5 On Track to Realise its Potential, with Strong Financial Momentum Sales (€m) and YoY Growth (%) EBITDA (€m) and Margin (%) EBITDA - Capex (€m) and Conversion3 (%) 9% 16% 24% 24% 0% 10% 8%2 11% 12% 11% 11% 12% 13% 14%2 82% 72% 79% 80% 84% 71% ~300 ~1,600 1,477 1,348 1,347 ~230 139 140 197 1,085 116
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