Slide 1: Earnings Call H1 2025
Earnings Call H1 2025 Aumann AG 14 August 2025
Slide 2: Aumann is a leading manufacturer of automation solutions and robotics applications
Aumann is a leading manufacturer of automation solutions and robotics applications Fully automated production lines for international customers Strategic focus on E-mobility… Predicted global EV* market shares in % Emissions Regulations ICE >75% Lower Operating Costs >55% >30% EV 18% 2022 2025 2030
Slide 3: Unique range of solutions tailored to the requirements of electromobility
Unique range of solutions tailored to the requirements of electromobility Modular solutions Process solutions Turnkey solutions up to 10 m2 per cell up to 600 m2 up to 16.000 m2 Aumann competences Converting Assembly Winding Joining Automation Industry 4.0 3
Slide 4: E-mobility success through innovation and strategic M&A
Aumann’s journey in the E-mobility segment E-mobility success through innovation and strategic M&A E-MOTOR TECHNOLOGY (M&A) INVERTER LEADER TARGET BATTERY BATTERY CELL MARKET MODULE & PACK (M&A) 4
Slide 5: Electromobility comes to life on Aumann's production lines
Electromobility comes to life on Aumann’s production lines Electric Drive Unit Stator Rotor Electronics Sensors Inverter Battery Control System Energy Storage Fuel Cell Battery Cell Battery Module Battery Pack 5
Slide 6: BEV's are expected to make up two thirds in 2035
BEV’s are expected to make up two thirds in 2035 BEV sales of selected regions Predicted Global EV Market Share in million units market shares in % 37% 5.9 47% 4.3 3.7 2.5 22% 66% 6% 41% 0.7 0.9 0.6 0.6 15% China 2024A 2030FC 2035FC 6M 2024 6M 2025 BEV PHEV ICE Quelle: PWC, ACEA BCG 6
Slide 7: Next Automation segment focusing on further growth areas
Aumann’s ambitions outside automotive in the Next Automation segment Next Automation segment focusing on further growth areas TECHNOLOGY NEXT INNOVATOR AEROSPACE AUTOMATION GROWTH AREAS CLEAN TECH LIFE SCIENCES OUTSIDE AUTOMOTIVE 7
Slide 8: Strategic positioning confirmed by recent market and political developments
Strategic positioning confirmed by recent market and political developments ▪ The EU plans a major defense upgrade by 2030, investing up to €800 billion, with a focus on drones and anti-drone Aerospace systems ▪ Germany is launching a €500 billion fund for infrastructure, with €100 billion dedicated
Slide 9: Financial Performance H1 2025
Financial Performance H1 2025
Slide 10: Highlights of 6M 2025
Highlights of 6M 2025 Key figures ▪ Revenue decreased from €141.4 million to €108.3 million caused by softer order intake in previous quarters €108.3 million Revenue ▪ EBITDA reduced to €11.4 million due to volume effect, but EBITDA-margin remains strong at 10.5% 10.5% EBITDA margin ▪ Order intake d
Slide 11: Revenue below previous year as expected, EBITDA-margin remains at double-digit level
Revenue below previous year as expected, EBITDA-margin remains at double-digit level Revenue EBITDA in € million in € million and in % of revenue -23% 10.6% 10.5% 141.4 Segment -24% Segment share 15.0 share 108.3 11.4 113.6 13.2 89.4 82.6% 10.7 80.8% 27.8 3.6 18.8 17.4% 2.5 19.2% 6M 2024 6M 2025 6M
Slide 12: Lower order intake and backlog reflect cautious investment, especially within automotive
Lower order intake and backlog reflect cautious investment, especially within the automotive sector Order intake Order backlog in € million in € million -31% -44% 130.0 288.4 Segment Segment share share 90.0 244.9 162.4 111.8 68.1 75.7% 115.4 71.0% 18.2 21.9 24.3% 43.6 47.0 29.0% 6M 2024 6M 2025 Jun
Slide 13: E-Mobility segment with resilient profitability despite market headwinds
E-Mobility segment with resilient profitability despite market headwinds in € million 6M 2024 6M 2025 Order intake 111.8 68.1 Order backlog 244.9 115.4 Revenue 113.6 89.4 EBITDA 13.2 10.7 Order intake affected by volatile political and economic conditions, tariffs, and subdued automotive investment
Slide 14: Next Automation segment focuses further growth areas outside automotive
Next Automation segment focuses further growth areas outside automotive in € million 6M 2024 6M 2025 Order intake 18.2 21.9 Order backlog 43.6 47.0 Revenue 27.8 18.8 EBITDA 3.6 2.5 Segment focus on clean tech, aerospace and life sciences sectors Order intake up 20% to €21.9 million supported by orde
Slide 15: Strong balance sheet underpins Aumann's reliability
Strong balance sheet underpins Aumann’s reliability Balance sheet as of 30 June 2025 in € million 292 292 Net cash position Non-current assets* 81 €104.9 million 185 Equity (63.3%) Current assets* 100 Solid equity ratio 63.3% Cash 111 €105 million 101 Other liabilities Net cash Development Financial
Slide 16: Aumann confirms guidance for 2025
Aumann confirms guidance for 2025 Revenue EBITDA in € million in € million and in % of revenue 4.1% 7.1% 11.5% 8-10% 312.3 35.8 289.6 210-230 215.3 20.6 8.7 2022 2023 2024 2025 2022 2023 2024 2025 Guidance Guidance 16
Slide 17: Summary
Summary Turnkey Profitable Long term Growing Production Asset-light Partnership Markets & Solutions Business model & Experience Expansion Solid Great Highly Financials Liquidity skilled engineers 17
Slide 18: Financial Calendar 2025
Financial Calendar 2025 Half-Year Financial Report 2025 and Earnings Call 14 August 2025 Montega Hamburg Investor Days (Hamburg) 27 – 28 August 2025 Berenberg & Goldmann Sachs German Corporate Conference (Munich) 22 – 24 September 2025 Interim Statement Q3 2025 and Earnings Call 13 November 2025 Ger
Slide 19: Aumann AG
Aumann AG Dieselstrasse 6 48361 Beelen Germany Investor Relations Tel +49 2586 888 7800 Fax +49 2586 888 7805 ir@aumann.com www.aumann.com
Slide 20: Disclaimer
Disclaimer The presentation, including any printed or electronic copy of these slides, the talks given by the presenters, the information communicated during any delivery of the presentation and any question and answer session and any document or material distributed at or in connection with the pre