Mabion Sa · GPW:MAB
Mabion Sa — Investor Presentation (June 2026)
29 slides from Mabion Sa's investor presentation, June 2026
Slide 1: Basic information about Mabion S.A.
Basic information about Mabion S.A. J u n e 2 0 2 6
Slide 2: Disclaimer
DISCLAIMER This document (the “Document”) has been prepared by Mabion S.A. The information contained in the Document has been collected and prepared with due diligence, based on facts and information from sources considered reliable by Mabion S.A. No information contained in the Document constitutes
Slide 3: Who we are – Mabion today and tomorrow Mabion's offer Company finances and achievements
01 Who we are – Mabion today and tomorrow 02 Mabion's offer 03 Company finances and achievements 04 Stock exchange and investor information
Slide 4: Who we are - Mabion today and tomorrow
Who we are - Mabion today and tomorrow J u n e 2 0 2 6
Slide 5: About Mabion
ABOUT MABION ABOUT US With 19 years of history, Mabion has extensive experience in the development and production of biological medicines, enabling us to meet the needs and requirements of the most demanding customers. With extensive bioanalytical capabilities and experience in sterile manufacturing
Slide 6: Management Board
ABOUT MABION MANAGEMENT BOARD AREA OF RESPONSIBILITY: Gregor KAWALETZ company’s business strategy Acquiring strategic business partners Chief Executive Officer Overseeing regulatory compliance, quality management, finance, HR, legal, administration, IR, PR, and ESG Representing the company externall
Slide 7: Mabion – a biological CDMO
ABOUT MABION MABION – A BIOLOGICAL CDMO Within new strategy published in November 2025, Mabion is reshaping its business model to meet the post-COVID environment and unlock new avenues for growth C O M P E T E N C I E S T E A M >200 Scientific excellence Modern, scalable References qualified profess
Slide 8: Mabion's equity story – from solid foundations to leadership and excellence
ABOUT MABION MABION’S EQUITY STORY – FROM SOLID FOUNDATIONS TO LEADERSHIP AND EXCELLENCE Standing out in the crowded CDMO market through realization of a strategy Mabion has built a strong foundation as an To stand out in the competitive EU-GMP-certified CDMO, overcoming key CDMO market, we are impl
Slide 9: History and future of Mabion
ABOUT MABION HISTORY AND FUTURE OF MABION Development of proprietary biosimilars CDMO Creation Mabion IPO New production Completion of Contract with Novavax Contract with Novavax Strategy Mabion on the Warsaw plantand Phase III for the transfer for commercial production update - Stock Exchange labor
Slide 10: Mabion's offer
1 02 0 Mabion's offer J u n e 2 0 2 6
Slide 11: Our focus areas to drive Mabion's growth
Presentation of financial results Q4’25 and FY 2025 OUR FOCUS AREAS TO DRIVE MABION’S GROWTH Focused portfolio across high-growth biologics segments, combining CDMO services, co-development and selective innovation Project Activity Characteristics Niche products CDMO Biosimilars USA, MENA and Asia r
Slide 12: The prerogatives for the Strategy 2025-2030
Presentation of financial results Q4’25 and FY 2025 THE PREROGATIVES FOR THE STRATEGY 2025-2030 From short-term to long-term perspectives Tactical Strategic Vision The CDMO business Co-development is being Through innovation and re-positioning of CD20 monetizes the existing actively scaled: building
Slide 13: A comprehensive portfolio of services for a wide range of biological products
OFFER A COMPREHENSIVE PORTFOLIO OF SERVICES FOR A WIDE RANGE OF BIOLOGICAL PRODUCTS Mabion's offering, adapted to the business environment and strengthened by potential partnerships, enables the provision of a full, integrated range of services for obtaining recombinant proteins with an emphasis on
Slide 14: GMP-certified infrastructure, proven track record, and scientific excellence
Presentation of financial results Q4’25 and FY 2025 GMP-CERTIFIED INFRASTRUCTURE, PROVEN TRACK RECORD, AND SCIENTIFIC EXCELLENCE Mabion's tangible competitive advantages Infrastructure & Credentials Track Record & Recognition GMP-certified manufacturing plant: >PLN 350m in CDMO revenues delivered Ko
Slide 15: Strategic expansion into next-generation biologics and advanced therapies
Presentation of financial results Q4’25 and FY 2025 STRATEGIC EXPANSION INTO NEXT-GENERATION BIOLOGICS AND ADVANCED THERAPIES Execution across ADCs, process innovation and ATMP entry validates Mabion’s transition into a high-value biologics partner 1. Continuous collaboration on ADCs 3. Advanced The
Slide 16: CDMO market trends favourable for Mabion
OFFER CDMO MARKET TRENDS FAVOURABLE FOR MABION Technological, regulatory and business factors will drive growth in the coming years Reasons for continued strong growth in the biological CDMO sector 1. Strong growth in biotechnology and the ever-increasing number of 4. Increased investment in the fie
Slide 17: Trusted partner for growth-oriented biotechs
OFFER TRUSTED PARTNER FOR GROWTH-ORIENTED BIOTECHS Work with emerging and mid-size biotechs to deliver scalable CDMO solutions globally Size of entities Scale of contracts Geography Offered values Europe Quality & Compliance Medium-sized and small Early-stage development bio-tech companies looking p
Slide 18: Company finances and achievements
Company finances and achievements J u n e 2 0 2 6
Slide 19: P&L statement
Presentation of financial results Q1’26 P&L STATEMENT Growing revenues in each quarter of this year, but not yet sufficient to cover current operating costs PLN m 1Q’23 2Q’23 3Q’23 4Q’23 1Q’24 2Q’24 3Q’24 4Q’24 1Q’25 2Q’25 3Q’25 4Q’25 1Q’26 In Q1’26, the Company generated a total of Total income 39,
Slide 20: Balance sheet
Presentation of financial results Q1’26 BALANCE SHEET Cash position of PLN 6.6 million, requires strengthening through the acquisition of financing The level of fixed assets is related to the modernization of the facility; the value was partially adjusted in 4Q’23 by an PLN m 1Q2023 2Q2023 3Q2023 4Q
Slide 21: High potential for future growth
Presentation of financial results Q4’25 and FY 2025 HIGH POTENTIAL FOR FUTURE GROWTH Concluding further orders and CDMO contracts ↗ The current value of all offers under consideration, as at the date of 27 May 2026 is USD 245,6 million, of which the value of active probability-weighted bids is USD 5
Slide 22: Project pipeline and revenue estimation
Presentation of financial results Q4’25 and FY 2025 PROJECT PIPELINE AND REVENUE ESTIMATION Key strategy elements over the next years (2026-2030) 2026 2027 2028 QUALIFIED LEADS 90 Revenues Potential for Potential for >100 PLNm in annual ~70-80 PLNm in annual ~20-25 PLNm in annual revenue 62% revenue
Slide 23: Stock exchange and investor information
Stock exchange and investor information J u n e 2 0 2 6
Slide 24: Information about Mabion shares on the WSE
STOCK EXCHANGE AND INVESTOR INFORMATION INFORMATION ABOUT MABION SHARES ON THE WSE WSE ticker MAB Listing market Main market of the Mabion is listed on the main market of the Warsaw Stock Exchange Warsaw Stock Exchange since 22 April 2013. WSE sector Pharmaceutical manufacturing Between 2010 and 201
Slide 25: Mabion shareholder structure
STOCK EXCHANGE AND INVESTOR INFORMATION MABION SHAREHOLDER STRUCTURE Share in votes Share in capital Mabion's share capital consists of of 16,162,326 shares, including 14,592,326 Twiti Twiti ordinary bearer shares and 1,570,000 Investments Investments registered shares with additional voting Limited
Slide 26: Share capital structure and dividend policy
STOCK EXCHANGE AND INVESTOR INFORMATION SHARE CAPITAL STRUCTURE AND DIVIDEND POLICY Mabion does not form a capital group The Company's share capital is divided into 16,162,326 shares with a nominal value of PLN 0.10 each, including: 450,000 registered, preference series A shares, 450,000 registered
Slide 27: Calendar of corporate events 2026
STOCK EXCHANGE AND INVESTOR INFORMATION CALENDAR OF CORPORATE EVENTS 2026 Date event 28 April 2026 Annual report for 2025 19 May 2026 Quarterly report for Q1 2026 The date will be announced at a later time Ordinary General Meeting 19 September 2026 Half-yearly report for H1 2026 17 November 2026 Qua
Slide 28: Reference to other information about Mabion on the website
REFERENCE TO OTHER INFORMATION ABOUT MABION ON THE WEBSITE Presentations containing a discussion of the latest published results, the current market environment of the Company's industry, and the Company's strategic plans can be found in the section: https://www.mabion.eu/pl/materialy-dla-inwestorow
Slide 29: Mabion S.A.
Mabion S.A. Medical biotechnology research and industrial complex UL. GEN. M. LANGIEWICZA 60 95-050 KONSTANTYNÓW ŁÓDZKI +48 42 207 78 90 IR CONTACT - CC GROUP PIOTR OWDZIEJ +48 22 440 1 440 PIOTR.OWDZIEJ@CCGROUP.PL