SGS Geological Services · SIX:SGSN
SGS Geological Services — SGS — Shareholder Meeting (March 2026)
20 slides from SGS Geological Services's shareholder meeting presentation, Mar 26, 2026
Slide 1: Ordentliche Generalversammlung 2026
Ordentliche Generalversammlung 2026 Phosphorus Analysis, Sweden 26. März 2026, Zürich
Slide 2: Calvin Grieder
Referent Calvin Grieder Präsident des Verwaltungsrates 2 GV 2026 | 26. März 2026
Slide 3: Géraldine Picaud
Referentin Géraldine Picaud CEO 3 GV 2026 | 26. März 2026
Slide 4: SGS at a glance
HIGHLY CONFIDENTIAL SGS at a glance Cybersecurity Evaluation, Netherlands 4 GV 2026 | 26. März 2026
Slide 5: Largest service portfolio and global network
SGS at a glance Largest service portfolio and global network SGS is the point of reference “when you need to be sure” SGS labs and business facilities I As of February 2026 Resilient, recession-proof, not cyclical Largest number of national accreditations globally Top 3 in most activities 270 921 14
Slide 6: Diversified and resilient business model
SGS at a glance Diversified and resilient business model Testing Inspection Certification Industries & Natural Connectivity Health & Business Environment Resources & Products Nutrition Assurance Environment Minerals Connectivity Food Certification Safety Agriculture Softlines Pharma Sustainability P
Slide 7: Focused and efficient management team
SGS at a glance Focused and efficient management team Géraldine Picaud Chief Executive Officer Global Functions P&L Leaders Global Business Development Egidijus Jokubauskas Marta Vlatchkova Derick Govender Steven Du Head of Industries & Head of North America Head of Asia Pacific Environment and Chie
Slide 8: 2025: a year of record performance
HIGHLY CONFIDENTIAL 2025: a year of record performance Phosphorus Analysis, Sweden 8 GV 2026 | 26. März 2026
Slide 9: Pillars of Strategy 27 fully implemented
2025 business highlights Pillars of Strategy 27 fully implemented Sustainability and Portfolio People, Performance Strong Financial Digital Trust Focus & Agility & ESG Profile On track to exceed 2027 targets Geographical mix rebalanced Targets achieved ahead of plan Further improvement delivered Hig
Slide 10: CHF 260 million of sales from Digital Trust services
Growth: Digital Trust CHF 260 million of sales from Digital Trust services Sales, CHF million Total growth of 19.2% in 2025 2027 target: 350 at least Connected Products and Technologies benefited from CHF 200 million acceleration in high-assurance cybersecurity evaluations incremental sales by 2027
Slide 11: CHF 800 million of sales from Sustainability services
Growth: Sustainability CHF 800 million of sales from Sustainability services Sales, CHF million Total growth of 15.1% in 2025 2027 target: at least 1 000 Climate – growth led by renewable energy services as well CHF 600 million as greenhouse gas emissions verification and monitoring incremental sale
Slide 12: North America growth target mostly achieved
Growth: Portfolio focus North America growth target mostly achieved Sales, USD billion Achieved 83%1 of target to at least double North America sales 2027 target: 1.8 at least Expanded presence to capture long-term secular growth drivers: double USD sales in North 1.5 North America re-industrializat
Slide 13: Acquisition of ATS, a complementary major U.S. player
Growth: Acquisition of ATS Acquisition of ATS, a complementary major U.S. player Company overview Specialized provider of Testing, Inspection, Calibration and Forensics solutions in North America USD 460 million sales and USD 95 million EBITDA pre-synergies expected in 2026 Deal rationale Footprint
Slide 14: ATS at a glance
Growth: Acquisition of ATS ATS at a glance Resilient and diversified pure U.S. player Specialized, with complementary and well-balanced portfolio 85 US locations Strong reputation, with decades of proven industry experience Present across regulated and critical end-markets Nationwide footprint with
Slide 15: 19 bolt-on acquisitions closed in 2025, 6 more year-to-date
Growth: Bolt-on activity 19 bolt-on acquisitions closed in 2025, 6 more year-to-date Representing total annual sales of more than CHF 200 million 15 GV 2026 | 26. März 2026
Slide 16: High performance culture across the organization
People, Performance & Agility High performance culture across the organization Second Senior Leadership Meeting in Madrid Launch of SGS Business School Proud sponsor of 44west rowing team, Successful move to new HQ in Baar, Switzerland winners of the World’s Toughest Row Image credit: WORLD'S TOUGHE
Slide 17: Another year of excellent performance
2025 financial performance Another year of excellent performance Financial performance 2025 Record sales of CHF 6 945 million, up 2.2% year-on-year Strong organic sales growth of 5.6% Record AOI of CHF 1 108 million; 16.0% margin, up 70 basis points Record Free Cash Flow of CHF 841 million (CHF 774
Slide 18: Strategy 27 execution driving superior performance
2025 business highlights Strategy 27 execution driving superior performance Sales Adjusted Operating Income (AOI) 5.6% 16.0% 7.5% 5.8% 15.3% 8.1% 15.4% 14.7% CHF million CHF million Sales AOI 6 642 6 622 6 794 6 945 % organic growth 1 023 971 1 040 1 108 % AOI margin 2022 2023 2024 2025 2022 2023 20
Slide 19: 2026 outlook
Delivering Strategy 27: Accelerating growth, building trust 2026 outlook 5% to 7% organic sales growth 5% to 7% additional sales from acquisitions, including ATS ≥ 16% Adjusted Operating Income margin, in reported terms > 50% cash conversion Capital Markets Event to be planned before the end of 2026
Slide 20: sgs.com
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