Montana Aerospace AG · SIX:AERO
Montana Aerospace — Investor Presentation (November 2025)
14 slides from Montana Aerospace's investor presentation, November 2025
Slide 1: Company Presentation 2025
Company Presentation 2025
Slide 2: Leadership Team
Leadership Team Representatives with profound and long-lasting experience management team Board of Directors Michael Tojner Kai Arndt Michael Pistauer Vicky Welvaert Chairman Co-CEO Co-CEO & CFO Group HRO Martin Ohneberg Christian Hosp Member Member Markus Vischer Michael Pistauer Member Member Aero
Slide 3: Becoming a pure-play Aerospace Company after energy divestment
Following the successful divestment of the energy segment, we have achieved our goal of becomingpure-play a Aerospace Company From an industrial group… …to a pure-play aerospace integrator aerostructures Energy & -emobility Operational complexity with three segments Strategic Successful divestment o
Slide 4: A pure aerospace player
A pure aerospace player AEROSTRUCTURES “Mission-critical aerostructures for every aircraft in the sky” As a globally operating industrial group, we specialize in key technologies for the aerospace sector. We focus on best-in-class efficiencies across all core processes of our value chain. This creat
Slide 5: Game changer in the aerospace supply chain
Gamechanger in the aerospacesupply chain FULLY INTEGRATED BEST-COST-COUNTRY MANUFACTURING VALUE CHAIN FOOTPRINT HIGH MATERIAL INNOVATIVE PRODUCT DESIGN COMPETENCE BACKED BY OWN IP ESG DEEPLY INTEGRATEDIN OURBUSINESSMODEL FULL COMMITMENT TO OURAMBITIOUSSUSTAINABILITY GOALS 5
Slide 6: Focus on highly demanding aerostructures
Focus onhighly demandingaerostructures FuselageSystems Engine Rings /Nacelles Landing Gear High LiftMechanisms Engine Parts Boeing 737 Aluminium Titanium Composite Notes: (General) Example of Boeing 737 Max and A320 exposure 6
Slide 7: Global Manufacturing Footprint
Global Manufacturing Footprint Serving an international customer base Americas Europe Asia High profile customer base ~900 ~4,100 ~1,200 Medieșu Spirit Award 2022 Vancouver Stillwater Zaventem Regau Baia Mare Dumbravita Da Baoying Nang Aurit Ball Corsio della Canton Ball Ground Ground Reinach Dillin
Slide 8: Serving all major commercial aircraft platforms
Serving all major commercialaircraft platforms A220 737 MAX A320 family 777 / 777X A321 787 A330 747 A350 767 9 E170 Global 7000 E190 F35 Notes: (General) Exemplary snapshot only 8
Slide 9: Vertical Integration
Vertical Integration Providing major cost-, time- and ESG -advantages Raw Al/Ti Billet Surface Sub Final Material Machining OEM Smelter Casting Treatment Assembly Assembly Production Non-integrated Supplier 1 Supplier 2 Supplier 3 Supplier 4 Supplier 5 Tier 1 OEM A350 Ti Seat Track Margin Costs: sha
Slide 10: Aerostructures segment: Strong commercial performance in 2024
Aerostructures segment: Strong commercialperformancein 2024 Description Net sales Adj. EBITDA adj. EBITDA margin - In FY24, the Aerostructures segment achieved net sales of €815.6 million (+15.8% vs. FY23) +15.8% - The Aerostructures segment showed 815.6 89.2 12.7% 130.5 16.0% resilient performance
Slide 11: Favourable outlook supported by increasing OEM deliveries
Favourable outlook formontanaaerospace supported by increasing deliveries ofoemcustomers Deliveries by commercial A/C type commercial A/C deliveries through 30 September 2025 YTD 09/24 YTD 09/25 +2% A220 45 62 488 497 507 435 56 56 53 61 A320 family 396 392 432 441 454 374 A330 20 18 Sep-22 Sep-23 S
Slide 12: Guidance 2025/26
Guidance2025/26 2025:guidance (excl. Energy segment) Sales increase to >EUR 900m Adj. EBITDA growth to >EUR 160m Positive Net Income Positive Free Cash Flow 2026:guidance Sales increase to >EUR 1bn Adj. EBITDA growth to >EUR 185m Net Cash Position 12
Slide 13: Disclaimer
Disclaimer THIS PRESENTATION AND ITS CONTENTS ARE CONFIDENTIAL AND ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM THE UNITED STATES OF AMERICA, CANADA, AUSTRALIA, JAPAN, NEW ZEALAND OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNLA
Slide 14: Company Presentation
Company Presentation 2025
Montana Aerospace — Investor Presentation (November 2025) on 6ix