Slide 1: Making every move count
Making every move count Pre-silent call 5 October 2026
Slide 2: Disclaimer
Disclaimer This presentation includes forward-looking statements that are based on present plans, estimates, projections and expectations and are not guarantees of future performance. These forward-looking statements are subject to numerous risks, uncertainties and assumptions, including risks relat
Slide 3: Agenda
Agenda ● Recap of Q2/2026 highlights ● Orders booked in Q3/2026 ● Market indicators for 2026 ● Other announcements in Q3 ● Q&A 3
Slide 4: Highlights Q2/2026: Strong sales growth and cash flow
Highlights Q2/2026: Strong sales growth and cash flow • Steady performance across both segments and in the different regions • Customer demand remained relatively stable • Resilient order intake at EUR 449 (450) million • Sales grew by 14% to EUR 480 (420) million • Eco portfolio sales grew by 27%.
Slide 5: Orders received remained on a stable level
Orders received remained on a stable level Orders received and order book, MEUR • Stable overall demand for equipment and services across different end customer segments • Orders received EUR 449 (450) million • Resilient order intake despite fewer sizeable orders than in Q2 2025 – (+-) Equipment: i
Slide 6: Gradual recovery continued in the US market
Gradual recovery continued in the US market Orders received by geographical area, Q2/26 • (-) EMEA order intake decreased. Fewer sizable orders than in the comparison period • (+) Americas order intake grew. The gradual recovery has continued in the distribution end-customer market in the US. Servic
Slide 7: Strong sales growth in both segments
Strong sales growth in both segments Sales, MEUR • Sales +14% yoy ◦ Equipment +17% ◦ Services +10% • Several successful project deliveries in both segments • Services’ share of sales 33% • Currencies had no impact on Q2 sales 7
Slide 8: Sales growth was strong in EMEA across the portfolio
Sales growth was strong in EMEA across the portfolio Sales by geographical area, Q2/26 • (+) EMEA strong growth driven by sizeable order deliveries throughout the portfolio and by Services • (+) Americas sales increased in the Equipment segment in North America • (-) APAC sales decreased. Growth in
Slide 9: Improved Services performance
Improved Services performance Equipment Services Orders received: Orders received: 306 MEUR 143 MEUR Order book: Order book: 864 MEUR 122 MEUR Sales: Sales: 321 MEUR 158 MEUR Comparable operating profit: Comparable operating profit: 39.9 MEUR/12.4% 26.9 MEUR/17.0% Other not included. 9
Slide 10: Guidance for 2026
Guidance for 2026 Kalmar expects its comparable operating profit margin to be above 12.5 percent in 2026. 10
Slide 11: Order releases booked in Q3/2026
Order releases booked in Q3/2026 12 Kalmar Hybrid Straddle Kalmar Care service 2 Kalmar electric Carriers for International agreement with Total Terminal reachstackers and MyKalmar Container Terminal Services, International Algeciras S.A. INSIGHT with Inspector Inc. (ICTSI) in the Philippines (TTI A
Slide 12: Market environment
Latest forecast vs Q2 2026 Market environment Average growth rate 2024-28: 5.1% Average growth rate 2019-23: 2.1% Average growth rate 2024-28: 3.3% Average growth rate 2019-23: 2.7% Average growth rate 2024-28: 3.4% Average growth rate 2024-28: 2.8% Average growth rate 2019-23: 2.7% Average growth r
Slide 13: Demand outlook
Demand outlook (as per Q2/26 in July) • Kalmar expects that the total market demand for the next six (6) months remains approximately at a similar level as in the previous quarters. • However, trade tensions and geopolitical instability could affect Kalmar’s markets and end-customer demand. 13
Slide 14: Industry-first fully automated Test Centre opened in Ljungby, Sweden
Industry-first fully automated Test Centre opened in Ljungby, Sweden Designed for 24/7 fully automated, accelerated lifetime testing. • Enables Kalmar to test the entire lifecycle of both its Electric Vehicle (EV) and diesel product lines under extreme conditions, with temperatures ranging from arct
Slide 15: Kalmar plans to simplify its operating model
Kalmar plans to simplify its operating model* to accelerate growth, enhance customer focus, and optimize operational efficiency Segments Implementation Financials Equipment & Services Governance & Timeline Outlook & Targets Equipment Simplification Reporting Structure EUR 10M Cost Savings Internal r
Slide 16: Kalmar Leadership Team as of 1 January 2027
Kalmar Leadership Team as of 1 January 2027 Sami Niiranen Ulla Bono Thor Brenden Carina Geber-Teir Tamara de Gruyter President and CEO SVP, General Counsel President, Counter SVP, IR, Marketing & President, Services Balanced Communications Katri Hokkanen Arto Keskinen Tommi Pettersson Hanna Reijonen
Slide 17: Capital Markets Day 2026
Capital Markets Day 2026 Date: 2 November 2026 Location: Flik event studio Valla, Itämerentori 2, 00180 Helsinki, Finland Agenda (local time, EET): 12:15–13:00 Registration and coffee 13:00–16:00 Presentations and webcast 16:00–17:00 Drinks and networking 18:00–20:00 Dinner with Kalmar management Re
Slide 18: Capital Markets Day 2026
Capital Markets Day 2026 Agenda (local time, EET): 12:15–13:00 Registration and coffee 13:00–16:00 Presentations and webcast hosted by Carina Geber-Teir, SVP, IR, Marketing & Communications Kalmar as an investment: Leading the future of sustainable material handling Sami Niiranen, President & CEO Ka
Slide 19: Q&A
Q&A 19 < Kalmar
Slide 20: Kalmar
Kalmar