Doosan Bobcat Inc. · KRX:241560
Doosan Bobcat — Q2 2026 Earnings Presentation
14 slides from Doosan Bobcat's earnings presentation, July 2026
Slide 1: 2nd Quarter 2026 Financial Review
2nd Quarter 2026 Financial Review July 2026
Slide 2: Disclaimer
Disclaimer Please note that this document contains preliminary figures and is provided solely to investors or potential investors as reference materials in their investment decisions. The financial information presented herein are based on consolidated earning which were reported in accordance with
Slide 3: Contents
Contents 1. 2026 2Q Results 2. 2026 2Q Highlights
Slide 4: Income Statement (Consolidated)
2026 2Q Financial Results – Income Statement (Consolidated) • Revenue up 4% despite shipment delays caused by a technical system issue, supported by commercial actions • Operating profit rose 34%, primarily driven by tariff refunds • Net profit up 54% on stronger operating performance and lower fina
Slide 5: Revenue Comparison
2026 2Q Financial Results – Revenue Comparison (USD in million) +4% +8 1,630 +78 1,567 -22 2Q25 Vol & Mix Pricing & PSD Currency 2Q26 1) EUR-USD FX 2Q25 1.13 → 2Q26 1.16 (2.7% ↑) 5
Slide 6: Sales by Segment
2026 2Q Financial Results – Sales by Segment 1) (USD in million) Compact Equipment Material Handling 2) Portable Power +4% +2% 1,201 1,244 245 +1% 239 91 91 2Q25 2Q26 2Q25 2Q26 2Q25 2Q26 - Growth driven by commercial - Growth supported by - Revenue recovered to PY level actions and higher EMEA comme
Slide 7: Sales by Region
2026 2Q Financial Results – Sales by Region 1) (USD in million) North America EMEA ALAO +3% 1,124 1,161 +10% 279 -8% 253 154 141 2Q25 2Q26 2Q25 2Q26 2Q25 2Q26 - Growth driven by commercial - Revenue increased on CE - Revenue down on weak MH4) actions and forklift sales recovery and favorable sales d
Slide 8: Balance Sheet
2026 2Q Financial Results – Balance Sheet • Net cash declined following dividend1) and accrued expense payments; tariff refund inflows are expected in 2H (USD in million) 2022 2023 2024 2025 2026.03 2026.06 Variation Total Asset 7,298 8,044 8,170 8,558 8,646 8,817 +258 Current Asset 2,432 3,013 3,05
Slide 9: Contents
Contents 1. 2026 2Q Results 2. 2026 2Q Highlights
Slide 10: North America – Resilient Market Indicators
North America – Resilient Market Indicators • Industrial production remains on an upward trend, with manufacturing PMI staying in expansion for five straight months • U.S. construction spending remains robust despite softer non-residential activity driven by slower onshoring investment US Industrial
Slide 11: US Housing – Cost Pressures Delaying Demand Recovery
US Housing – Cost Pressures Delaying Demand Recovery • Housing market sentiment remains weak due to elevated mortgage rates • Multi -family starts are recovering, while weakness in single-family housing persists NAHB Housing Market Index and Mortgage Rate US Housing Market Indicators (in point, %) (
Slide 12: Europe – Mixed Economic Signals
Europe – Mixed Economic Signals • Eurozone sentiment remains mixed, as economic and industrial confidence recover while construction confidence lags • Production in construction remains solid, while building permits have continued its rebound since Sep 2024 EU Economic Sentiment Indicators EU Constr
Slide 13: [Backup] 2026 2Q Income Statement in KRW (Consolidated)
[Backup] 20262Q Income Statement in KRW (Consolidated) • Revenue in KRW increased by 11.2% due to weak KRW (KRW in billion) 2Q25 1Q26 2Q26 YoY QoQ Revenue 2,201.4 2,247.3 2,447.9 +11.2% +8.9% EBIT 204.2 207.0 291.7 +42.9% +40.9% % 9.3% 9.2% 11.9% +2.6%p +2.7%p EBITDA 268.5 272.8 366.0 +36.3% +34.2%
Slide 14: Thank You
THANK YOU