Mbb Se · XETR:MBB
Mbb — Hamburger Investorentage 2026
18 slides from Mbb's conference presentation, Aug 27, 2026
Slide 1: Hamburger Investorentage 2026
Hamburger Investorentage 2026 MBB SE 27 August 2026
Slide 2: MBB offers long-term succession solutions to sustainable Mittelstand companies
MBB offers long -term succession solutions to sustainable Mittelstand companies Family business Founded in 1995 and family -owned for the long term Capital Markets Extraordinary growth and value creation potential due to capital market access Long -term focus Long -term investment horizon without in
Slide 3: MBB has pursued new heights ever since
MBB has pursued new heights ever since Share Price Revenue Adj. EBITDA 20 19 20 187 € 1.170 217 x x x 9.50 € 63 11 05/06 08 /26 2006 2025 2006 2025 in €* in €m in €m * Share price as of 26 .08.2026 3
Slide 4: Our portfolio addresses structural megatrends
Our portfolio addresses structural megatrends Energy transition E-mobility €1.2 bn revenue 2025 IT -security 18.6% Ecological materials Adj. EBITDA margin * Consumer goods * CT Formpolster GmbH was sold on 13.08.2026 4
Slide 5: MBB focusses on its core businesses with the acquisition of CT Formpolster by Nexeras
MBB focusses on its core businesses with the acquisition of CT Formpolster by Nexeras 100% of shares sold Rationale Profile Focus on existing businesses Specialised on successions Capacity for M&A Former MBB CEO Dr. Constantin Mang & Dr. Christian Theurer are behind Nexeras 5
Slide 6: M&A is an integral part of our value creation
M&A is an integral part of our value creation Stand alone Opportunistic search in Germany New end -markets Technological niches Add -on Geographic expansion Expansion of core business 6
Slide 7: H1 2026 was marked by significant margin expansion and strong profitability growth
H1 2026 was marked by significant margin expansion and strong profitability growth Revenue Adj. EBITDA 14.1% 21.8% -2% 546 536 53% 117 76 H1 2025 H1 2026 H1 2025 H1 2026 in €m in €m 7
Slide 8: Q2 2026 contributed disproportionately to the top- and bottom-line
Q2 2026 contributed disproportionately to the top - and bottom -line Revenue Adj. EBITDA 16.4% 25.1% +5% 299 285 62% 75 46 Q2 2025 Q2 2026 Q2 2025 Q2 2026 in €m in €m 8
Slide 9: The energy transition and IT security are the driving forces behind Vorwerk and DTS
The energy transition and IT security are the driving forces behind Vorwerk and DTS Energy infrastructure for the energy transition IT security for the German Mittelstand Good hiring, strong execution and contributions from Temporary top -line softness amid semiconductor supply JVs lifted Q2 EBITDA
Slide 10: Strong profitability at Aumann and Delignit despite muted automotive demand
Strong profitability at Aumann and Delignit despite muted automotive demand Automation solutions for E -mobility System solutions from ecological raw materials Q2 marked by continued investment restraint by Very strong Q2 revenue and EBITDA growth primarily automotive OEMs while Next Automation deli
Slide 11: Mixed consumer demand and raw material price volatility impact Hanke and CTF
Mixed consumer demand and raw material price volatility impact Hanke and CTF * Tissue products Mattresses for e -commerce Healthy Q2 revenue growth and solid profitability as Solid Q2 improvement in revenue and profitability new converting capacities gradually ramp -up despite a mixed market environ
Slide 12: MBB recently increased 2026 profitability guidance to 18-20% EBITDA margin
MBB recently increased 2026 profitability guidance to 18 -20% EBITDA margin Revenue Adj. EBITDA 18.6% 18 -20% 1,170 1,100 -1,200 217 2025 Guidance 2025 Guidance 2026 2026 in €m in €m 12
Slide 13: MBB's balance sheet remains rock-solid
MBB’s balance sheet remains rock -solid Balance sheet as at 30 June 2026 in €m 1,534 1,534 412 Fixed assets** (27% ) 1,037 Equity Current assets** 291 (68% ) (19% ) 830 Cash* (54%) thereof 61 Financial liabilities € 432 m net cash 769 (4% ) in MBB SE Net Cash 435 Other liabilities (28% ) Assets Equi
Slide 14: Exceptional value but not expensive
Exceptional value but not expensive Sum -of-the -parts in €m and €/share* 566 81 € Friedrich Vorwerk Current share price 18 7 € 70 Net Cash NAV Delignit Holding ∼ 1.3 bn € 14 432 203 € Private Portfolio 0€ up to 240 € Current NAV * Cash and shareholdings as of 30.06.2026, Market Caps as of 26.08.202
Slide 15: Questions & Answers
Questions & Answers 15
Slide 16: Contact
Contact MBB SE Kurfürstendamm 188 D-10707 Berlin Tel : + 49 30 84415 330 Fax : + 49 30 84415 333 Mail: ir@mbb .com Web : www .mbb .com 16
Slide 17: Disclaimer
DISCLAIMER By accessing this document, you agree to abide by the limitations set out hereafter. The information contained in this docume nt relating to MBB SE ("MBB" or the "Company") may not be redistributed, reproduced, published, or passed on to any other person and must not be relied upon for an
Slide 18: MBB.COM
MBB.COM