Montana Aerospace Ag · SIX:AERO

Montana Aerospace — H1 2026 Earnings Presentation

16 slides from Montana Aerospace's earnings presentation, Aug 13, 2026

  1. Slide 1: H1 2026 Earnings Call

    H1 2026 Earnings Call 13august2026

  2. Slide 2: Speaking to you today

    Speakingto youtoday Patrick Maurer Vicky welvaert cfo ChrO 2

  3. Slide 3: Positioned as a game-changer in the aerospace supply chain

    1. Business model | 2. H1 2026 results | 3. capital allocation | 4. leadership | 5. outlook positioned as a game -changer in the aerospace supply chain HIGHLY INTEGRATED BEST-COST-COUNTRY VALUE CHAIN MANUFACTURING FOOTPRINT HIGH MATERIAL Unique process know-how COMPETENCE BACKED BY OWN IP ESG DEEPLY

  4. Slide 4: Strong and growing order book, supported by a diverse long-lived platform base

    1. Business model | 2. H1 2026 results | 3. capital allocation | 4. leadership | 5. outlook strong and growing order book, supported by a diverse long -lived platform base, provides long -term revenue visibility Narrowbody Military (Transportation) Narrowbody Widebody A400M 737 MAX A220 767 Montana

  5. Slide 5: Montana Aerospace Group demonstrated strong operational performance in H1 2026

    1. Business model 2. | H1 2026 results| 3. capital allocation | 4. leadership | 5. outlook Montana Aerospace Group demonstrated strong operational performance in H1 2026 in EURm Description Net sales EBITDA ▪ In H1 2026, Montana Aerospace generated EBITDA % (Group) net sales of €518.4 million (+11.7

  6. Slide 6: Continued growth in operating result reflects the strength of our business model

    1. Business model 2. | H1 2026 results| 3. capital allocation | 4. leadership | 5. outlook Continued growth in operating result reflects the strength of our business model in EURm Description Operating result Result (cont. Operations) ▪ In H1 2026, Montana Aerospace generated an Operating result % R

  7. Slide 7: The aerostructures segment showed solid performance in H1 2026

    1. Business model 2. | H1 2026 results| 3. capital allocation | 4. leadership | 5. outlook The aerostructures segment showed solid performance in H1 2026, with OEM de -stocking effects easing in Q2 2026 aerostructures H1 2023 H1 2024 H1 2025 H1 2026 H1 2026 vs. H1 2023 Netsales EUR 332.7M EUR 409.0M

  8. Slide 8: Cash proceeds from the energy divestment help strengthen the group's financial position

    1. Business model 2. | H1 2026 results| 3. capital allocation | 4. leadership | 5. outlook CASH PROCEEDS FROM THE ENERGY DIVESTMENT HELP STRENGTHEN THE GROUP’S FINANCIAL POSITION in EURm Description Cash flow ▪ In H1 2026, Montana Aerospace generated a positive FCF of €67.3 million (+€66.3 million 4

  9. Slide 9: Strengthening our position in defense aerospace

    1. Business model | 2. H1 2026 results 3.|capital allocation | 4. leadership | 5. outlook STRENGTHENING OUR POSITION IN DEFENSE AEROSPACE Expanded partnership with Lockheed Martin in the F-35 Expanded Strategic Partnership Strengthens our long-term collaboration with Lockheed Martin across the F-35

  10. Slide 10: Space applications become a meaningful growth platform

    1. Business model | 2. H1 2026 results 3.|capital allocation | 4. leadership | 5. outlook SPACE APPLICATIONS BECOME A MEANINGFUL GROWTH PLATFORM Supporting the next generation of launch and satellite programs Growing Revenue Contribution Space applications are expected to develop towards 10% of Grou

  11. Slide 11: Capital allocation supports long-term growth and margin expansion

    1. Business model | 2. H1 2026 results 3.|capital allocation | 4. leadership | 5. outlook Capital allocation supports long-term growth and margin expansion, driven by business wins and increasing capacity requirements Higher Capacity Investments in Requiredinvestments Business Wins Requirements All

  12. Slide 12: Further supply chain consolidation presents meaningful value creation opportunities

    1. Business model | 2. H1 2026 results 3.|capital allocation | 4. leadership | 5. outlook Further supply chain consolidation presents meaningful value creation opportunities, supported by OEM alignment Direct contact of OEM to specialist suppliers our consolidation approach Smaller suppliers and the

  13. Slide 13: Robust near-term outlook with a clear path to full capacity utilization

    1. Business model | 2. H1 2026 results | 3. capital allocation | 4. leadership 5. outlook | ROBUST NEAR -TERM OUTLOOK WITH A CLEAR PATH TO FULL CAPACITY UTILIZATION -CONFIRMED RE Metric/kpi FY 2026 FY 2027 Description ▪ For 2026, Montana Aerospace re-iterates its Netsales >EUR 1,000m >EUR 1,100m gui

  14. Slide 14: Strong growth potential, profitability and cash generation outlook

    1. Business model | 2. H1 2026 results | 3. capital allocation | 4. leadership 5. outlook | Strong growth potential, profitability and cash generation outlook support our commitment to creating attractive shareholder returns ✓ High level of visibility supported by expanding order backlog ✓ Strong ma

  15. Slide 15: 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, SOUTH AFRICA OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNL

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