Georg Fischer Ag · SIX:GF

Georg Fischer — Investor Day (November 2025)

23 slides from Georg Fischer's investor day presentation, Nov 4, 2025

Slide 2: Mission-critical Data Center Cooling Solutions
Schaffhausen, 04 November 2025 Mission-critical Data Center Cooling Solutions Thomas Hary, Charles Freda © GF v3.3
Slide 3: Agenda
Capital Markets Day 2025 Agenda 1 Industry Flow Solutions Strategy 2030 Mission-critical Data Center 2 Cooling Solutions Thomas Hary Charles Freda President Head Data Center GF I&I Flow Solutions GF I&I Flow Solutions © GF v3.3 3 Schaffhausen, 4 November 2025 | Capital Markets Day 2025
Slide 4: Industry Flow Solutions Strategy 2030
Industry Flow Solutions Strategy 2030 © GF v3.3 4 Schaffhausen, 4 November 2025 | Capital Markets Day 2025
Slide 5: #1 brand in engineered piping systems for industrial applications
Strategy 2030 #1 brand in engineered piping systems for industrial applications Customers Key segments Semiconductors Chemical Process Water Industry Marine Data Center Food and Beverage Energy Life Sciences PVDF pipes Pre-insulated pipes PP pipes PVC pipes Valves Actuators Measurement & control © G
Slide 6: We successfully developed the core capabilities to deliver complex large-scale projects ...
Strategy 2030 We successfully developed the core capabilities to deliver complex large-scale projects ... Strengthened proximity & market Build a global state of the art Established strong key account share in MicroE, Marine, Data Center prefabrication network relationships © GF v3.3 6 Schaffhausen,
Slide 7: ... and we will capitalize on our strong foundation and create superior value
Strategy 2030 ... and we will capitalize on our strong foundation and create superior value Driving growth by targeting high- Partner of choice by being easy to Innovating high-performance potential industrial segments work with & deliver peace of mind systems with easy-install jointing © GF v3.3 7
Slide 8: Strategy 2030 focuses on strengthening GF's industrial project business
Strategy 2030 Strategy 2030 focuses on strengthening GF’s industrial project business ▪ Advance in Service Leadership Maximize the core business ▪ Full potential on high growing industrial segments Microelectronics, HVDC, Marine ▪ Expand Data Centers with Direct to Chip Cooling Grow with new opportu
Slide 9: Mission-critical Data Center Cooling Solutions
Mission-critical Data Center Cooling Solutions © GF v3.3 9 Schaffhausen, 4 November 2025 | Capital Markets Day 2025
Slide 10: AI is driving data center demands and market development
Showcase Industry AI is driving data center demands and market development Global Data Center workloads USD 1’700 billion (in GW) CAPEX 2025 – 2030 Traditional computing demand, CAGR 16% Gen AI demand, CAGR 39% 219 CAGR total demand 180 +22% Computing demand [GW] 153 128 103 82 66 55 41% 31% 20% 24%
Slide 11: Significant investments and operational costs define the needs of the industry
Showcase Industry Significant investments and operational costs define the needs of the industry Speed Energy Efficiency Reliability $720 M $30 M 99.995 % CAPEX new build (excl. IT)* average energy costs per year uptime (26 min downtime per year accepted) *Excluding IT, land acquisition, and power (
Slide 12: From Overuse to Reuse: Rising water consumption has turned into bold preservation targets
Showcase Industry From Overuse to Reuse: Rising water consumption has turned into bold preservation targets ~ From 4 million liters of Google Oregon annual water consumption in million liters water per day 3× being used for cooling1 by a hyperscale data center every day 1’300 1’060 883 570 470 Towar
Slide 13: GF is well positioned with proven expertise as a trusted global partner delivering flow
Showcase Industry GF is well positioned with proven expertise as a trusted global partner delivering flow Recognized by Intel & TSMC with multiple Supply Excellence Awards, latest 2025. 30+ years in 20+ years in Microelectronics Data Centers Trusted in the frontline of the world’s most valuable chip
Slide 14: With our solutions we cover a wide range of applications in Data Centers
Showcase Industry With our solutions we cover a wide range of applications in Data Centers Facility Cooling Infrastructure Technology Cooling © GF v3.3 14 Schaffhausen, 4 November 2025 | Capital Markets Day 2025
Slide 15: We have a broad application coverage in the facility cooling with an impressive track record
Showcase Industry We have a broad application coverage in the facility cooling with an impressive track record Facility water system Delivering customer value in over 150 projects 100% Corrosion-free 30% better insulation performance1 From 6 months to 6 weeks via prefabrication2 Global engineering a
Slide 16: The industry has now reached an inflection point which forces a technology shift towards liquid cooling
Showcase Industry The industry has now reached an inflection point which forces a technology shift towards liquid cooling Shift from air cooling to liquid cooling above 100 kw Data Center cooling market outlook (in USD billion) 30 Air Cooling 30 CAGR 13+ cooling 25 Cooling market value, USD billion
Slide 17: We are venturing into liquid cooling with a unique solution and superior performance
We are venturing into liquid cooling with a unique solution and superior performance © GF v3.3 17 Schaffhausen, 4 November 2025 | Capital Markets Day 2025
Slide 18: Matching the market development towards pure water as ultimate coolant
Showcase Industry Matching the market development towards pure water as ultimate coolant Maximum performance1 ▪ > 5% better thermal carrier ▪ > 50% lower viscosity to pump ▪ 25% less hydraulic power needed High purity for microscale features ▪ Prevent blocking the µ channels (< 5 µm) ▪ Zero coolant
Slide 19: We are setting new standards for the industry with our complete polymer solution
Showcase Industry We are setting new standards for the industry with our complete polymer solution Superior performance 60% lighter 100% Corrosion free 100% Purity 1 2 80% 4x faster installation lower CO2 footprint 4 3 Value driven services Complete portfolio Engineering Services 1 Distribution Syst
Slide 20: We developed the world's first dual interlock valve made from polymers ...
Showcase Industry We developed the world's first dual interlock valve made from polymers ... 55% less weight with same strength, performance and reliability 25% better flow Full-bore valve design for optimal flow with reduced pressure drop and no corrosion Easy handling Safe, easy, and ergonomic to
Slide 21: ... and we do not stop inventing
Showcase Industry ... and we do not stop inventing Balancing the flow optimizes system efficiency under Precision engineered for optimal flow control diverse cooling demands Coolant flow Non balanced 2026 Energy saving Compact Fast and Precise Smart Computing load during a day (kW) Half the size of
Slide 22: Customer acceptance is proof that we are on the right track
Showcase Industry Customer acceptance is proof that we are on the right track Download Flyer Download Flyer Sustainable cooling in tropical climates Driving AI data center efficiency © GF v3.3 22 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

Georg Fischer — Investor Day (November 2025) on 6ix

Georg Fischer — Investor Day (November 2025)

Slide 1: © GF v3.3

Slide 2: Mission-critical Data Center Cooling Solutions

Slide 3: Agenda

Slide 4: Industry Flow Solutions Strategy 2030

Slide 5: #1 brand in engineered piping systems for industrial applications

Slide 6: We successfully developed the core capabilities to deliver complex large-scale projects ...

Slide 7: ... and we will capitalize on our strong foundation and create superior value

Slide 8: Strategy 2030 focuses on strengthening GF's industrial project business

Slide 9: Mission-critical Data Center Cooling Solutions

Slide 10: AI is driving data center demands and market development

Slide 11: Significant investments and operational costs define the needs of the industry

Slide 12: From Overuse to Reuse: Rising water consumption has turned into bold preservation targets

Slide 13: GF is well positioned with proven expertise as a trusted global partner delivering flow

Slide 14: With our solutions we cover a wide range of applications in Data Centers

Slide 15: We have a broad application coverage in the facility cooling with an impressive track record

Slide 16: The industry has now reached an inflection point which forces a technology shift towards liquid cooling

Slide 17: We are venturing into liquid cooling with a unique solution and superior performance

Slide 18: Matching the market development towards pure water as ultimate coolant

Slide 19: We are setting new standards for the industry with our complete polymer solution

Slide 20: We developed the world's first dual interlock valve made from polymers ...

Slide 21: ... and we do not stop inventing

Slide 22: Customer acceptance is proof that we are on the right track

Slide 23: Q&A