Novem Group Sa · XETR:NVM
Novem Group Sa — Investor Presentation (July 2026)
20 slides from Novem Group Sa's investor presentation, July 2026
Slide 1: Capital Market Presentation
July 2026 Capital Market Presentation
Slide 2: We supply the very best cars in the world
We supply the very best cars in the world Source: audi.com, bmw.com, landrover.com, maserati.com, mercedes-benz.com, porsche.com, volvo.com Page 2 Public
Slide 3: Novem offers a unique equity story to investors
Novem offers a unique equity story to investors Full product offering Global footprint Sustainability ▪ Genuine wood ▪ Founded 1947 in Germany ▪ Greenhouse gas neutrality2 ▪ Aluminium ▪ 12 locations worldwide - 2025 Germany (achieved) - 2030 Europe ▪ Carbon ▪ Premium synthetics (Europe, Americas, As
Slide 4: Novem can take full advantage of a global footprint
Novem can take full advantage of a global footprint Detroit Vorbach Eschenbach 13 722 213 Atlanta 29 Contern Langfang 1 456 Cottondale 13 Shanghai1 Žalec Pilsen 2 493 576 Querétaro Tegucigalpa 1,107 459 # of employees as of 31 March 2026 Note: 1 as of 01 July 2026 Page 4 Public
Slide 5: Insights into Novem's revenue
Insights into Novem’s revenue By geography1,2 By surface product1 9% 7% 16% 42% 49% 77% Europe Americas Asia Wood Aluminium Premium synthetics By OEM3 By platform3 21% 30% 7% 7% 7% 28% >25 customers >100 platforms Note: 1 FY 2025/26, share of revenue (incl. tooling); 2 Regional split by invoicing en
Slide 6: Products at a glance – with style and sophistication
Products at a glance – with style and sophistication 2 4 1 3 1 Door panel 2 Instrument panel 3 Centre console 4 Special parts Trim element front & rear IP centre stack Display bezel Back panel (seat) Door handle IP driver & passenger Cup holder lid Hat rack Speaker grill Air vent bezel Console lid f
Slide 7: Novem – a unique business case
Novem – a unique business case The global #1 100% premium exposure High barriers to entry Technology, quality and innovation leader Ultimate purchase driver Clear vision and path for future growth Highly attractive financial performance Page 7 Public
Slide 8: Novem as the global #1
Novem as the global #1 Global1 Europe1 >2x larger 40% 42% than next competitor Others 60% Others 58% Market leader in Europe and Americas Americas1 Asia1 12% 43% Others 57% One of only 2 truly global full-liners 88% Others Note:1 Indicative shares for high-quality trim elements and decorative functi
Slide 9: 100% focus on premium car market segments
100% focus on premium car market segments Regions Europe Americas Asia RoW Future Motor Vehicle Sports Sedans SUVs Pickups Vans mobile homes / segments cars solutions caravans OEM Lower-end Super- Volume Premium Luxury categories premium premium brands1 brands brands2 brands brands Decorative Premiu
Slide 10: Barriers to entry allow only top suppliers to be successful
Barriers to entry allow only top suppliers to be successful Quality and Customer Scale Complex innovation embeddedness manufacturing process and know-how Comprehensive Ramp-up time and Long sales, product portfolio investment development and SOP cycles Page 10 Public
Slide 11: Novem is driving the future of premium
Novem is driving the future of premium 3 Future trends Gesture control Morphing buttons Heating elements Seamless loudspeaker Lighting Function Materials 2 Innovative solutions Wood Aluminium Carbon Synthetics 1 Core products Page 11 Public
Slide 12: Active buyer decision: luxury aesthetics you can touch and feel
Active buyer decision: luxury aesthetics you can touch and feel ▪ Premium trim elements are one of the key differentiators and contributors to premium look and feel of the car ▪ Key profit center for OEMs as upgrade options deliver significant margins Note: Photos showing the 2021 Mercedes S-class,
Slide 13: Market drivers and growth opportunities
Market drivers and growth opportunities Driver Examples Impact Smart and connected ▪ Feature-on-demand lighting, sensor-smart trims, adaptive ambient/UX skins, connectivity interiors modules, shy tech capacitive surfaces with haptic/illuminated controls ++ ▪ Recycled/low-PCF surfaces (e.g. recycled
Slide 14: Strategic roadmap built on organic growth and M&A
Strategic roadmap built on organic growth and M&A Organic Organic M&A development development 1 3 5 Penetration Customer acquisition Backward integration and Further share of wallet Acquisition of new consolidation gains with existing emerging premium premium OEMs OEMs, especially in Acquisition of
Slide 15: Further growth with existing and potential new customers
Further growth with existing and potential new customers Company Type Penetration Premiumisation Customer acquisition ▪ Alfa Romeo, AMG, Audi, Bentley, ▪ DS Automobiles, Fiat, Opel, ▪ McLaren BMW, Jaguar, Land Rover, Peugeot, Renault, Seat, Skoda, Europe Maserati, Maybach, Mercedes- Volkswagen Benz,
Slide 16: Financials show highly attractive profile
Financials show highly attractive profile in € million FY 2021/22 FY 2022/23 FY 2023/24 FY 2024/25 FY 2025/26 Income statement Revenue 615 700 636 541 511 Adj. EBIT 81 82 69 49 32 Adj. EBIT margin (%) 13% 12% 11% 9% 6% Adj. EBITDA 112 114 102 81 63 Adj. EBITDA margin (%) 18% 16% 16% 15% 12% Cash flo
Slide 17: Novem ticks all the boxes for a best-in-class automotive supplier
Novem ticks all the boxes for a best-in-class automotive supplier Continued market outperformance ▪ 5–6% revenue growth1 Strong profitability ▪ 11–12% Adj. EBIT margin1 Solid free cash flow ▪ €48.1m in FY 2025/26 Proven resilience through the cycle ▪ 100% premium exposure High visibility on awarded
Slide 18: Definitions and basis of preparation of the financial information
Definitions and basis of preparation of the financial information ▪ Adj. EBIT is defined as EBIT adjusted for certain adjustments which management considers to be non-recurring in nature, as Novem believes such items are not reflective of the ongoing performance of the business ▪ Adj. EBIT margin is
Slide 19: Disclaimer
Disclaimer This 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 pr
Slide 20: Novem Group S.A. contact
Novem Group S.A. 19, rue Edmond Reuter | 5326 Contern | Luxembourg E-Mail: investor.relations@novem.com www.novem.com