Arcadis Nv · EURONEXT:ARCAD

Arcadis Nv — Q3 2025 Earnings Presentation

18 slides from Arcadis Nv's earnings presentation, Oct 30, 2025

  1. Slide 1: Return to growth, continued margin expansion

    Return to growth, continued margin expansion Arcadis Q3 2025 Trading Update 1

  2. Slide 2: Q3 2025 Trading Update

    PART 1 Q3 2025 Trading Update Alan Brookes CEO 2

  3. Slide 3: Strong margin performance and return to organic growth

    Strong margin performance and return to organic growth Third quarter results Q3‘25 Organic growth, yoy2) 1% Net Revenues Net Backlog Operating Revenues Net Revenues EBITA Margin1) €936M €3.5B 11.6% 2% Backlog (Q3’24: 11.4%) 1) EBITA excluding restructuring, integration, acquisition & divestment cost

  4. Slide 4: Continued strong demand for Water and Energy solutions

    Global Business Area: Resilience Continued strong demand for Water and Energy solutions Q3‘25 Backlog Leading the market Phasing of contracts Organic growth, yoy1) Water Optimization & Energy & Environmental 7% Climate Adaptation Water supply/ treatment/ conveyance/disposal/reuse, Advisory Energy: g

  5. Slide 5: Strong Technology offering; solid demand in public facilities

    Global Business Area: Places Strong Technology offering; solid demand in public facilities Q3‘25 Backlog Leading Design & Engineering solutions Market challenges Organic growth, yoy1) Government & Industrial Property & 5% Technology Datacenters and semiconductor clients Public Facilities Public faci

  6. Slide 6: Robust pipeline with large project opportunities

    Global Business Area: Mobility Robust pipeline with large project opportunities Q3‘25 Backlog Leading with global expertise Renewed momentum Organic growth, yoy1) -9% Intelligent Highways Rail & Transit Intelligent Highways Airports Solutions breakdown 6% (LY:3%) • Backlog decline yoy: execution maj

  7. Slide 7: Enhancing client solution value through innovative digital products

    Global Business Area: Intelligence Enhancing client solution value through innovative digital products Enhancing client Q3‘25 Backlog Order intake & Pipeline drivers solution value Organic growth, yoy1) -10% Digital Digital Asset Digital solutions for Transportation Solutions Management Solutions Wa

  8. Slide 8: Increased policy clarity drives order intake – remain cautious on market outlook

    Spotlight on UK & Ireland Increased policy clarity drives order intake – remain cautious on market outlook Q3‘25 Backlog UK & Ireland Strong order intake in the quarter 7% Q3‘25 Developments driven by increased policy clarity and public spending • Impact UK & Ireland on Public Facilities Water & Ene

  9. Slide 9: Financial Results

    PART 2 Financial Results Simon Crowe CFO 9

  10. Slide 10: Continued operating margin expansion

    Continued operating margin expansion Third quarter 2025 results • Return to organic growth of 1%, €936M 1% -4% FX impact driven by USD Q3’24: €962M • Continued margin expansion from Net Revenues Organic Net improved solutions mix and Revenue growth1) rightsizing actions, supported by ongoing investm

  11. Slide 11: Solid demand in key areas offset by volatility in others

    Solid demand in key areas offset by volatility in others Resilience | 37% of total NR Places | 36% of total NR Mobility | 24% of total NR Intelligence | 3% of total Organic growth1) : Organic growth: Organic growth: Organic growth: NR 3.8% 6.9% -3.0% 5.3% 1.9% -8.8% 10.8% -9.6% Net Revenue Backlog N

  12. Slide 12: Embedding a culture of accountability and high performance

    Embedding a culture of accountability and high performance Powering growth Increase Key Client Incentivize account Drive win rate Maximize resource sales professionals leaders to cross / through automation allocation driving upsell with Key financial billability Clients Driving cost-out and strength

  13. Slide 13: Wrap up

    PART 3 Wrap up Alan Brookes CEO

  14. Slide 14: Key takeaways

    Key takeaways Solid performance for the quarter Reinforced position for future growth reaffirms business strength • Continuous repositioning of portfolio towards • Continued strong performance in high- high-growth solutions growth sectors with leading positions in • Strategic initiatives driving fur

  15. Slide 15: Q&A

    | ARCADIS PART 4

  16. Slide 16: Appendix

    @ARCADIS Appendix

  17. Slide 17: Net Revenues Geographical Breakdown

    Appendix Net Revenues Geographical Breakdown Net Revenues 9M’25 Geographical breakdown per GBA as % of total Arcadis Net Revenues 9M’25 Resilience Places Mobility Intelligence 8% 14% 8% 6% 19% 7% 27% 22% 40% 48% 19% 28% 20% €2,873M €1,078M €1,039M €685M €70M 67% 27% 67% 22% 27% 24% Americas Continen

  18. Slide 18: Disclaimer

    Disclaimer Statements included in this presentation that are not The forward-looking statements are based upon our current historical facts (including any statements concerning expectations, plans, estimates, assumptions and beliefs that investment objectives, other plans and objectives of involve n

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