Wienerberger Ag · VIE:WIE
Wienerberger — Investor Presentation (May 2026)
44 slides from Wienerberger's investor presentation, May 13, 2026
Slide 1: Investor Presentation May 2026
INVESTOR PRESENTATION | MAY 2026 1
Slide 2: wienerberger at a glance
EUR 4.6bn Revenues >20,000 wienerberger employees at a glance >200 2025 16.5% production sites Operating EBITDA margin ~30 Countries in Europe, India, North America 2026 Signing of the Italcer Acquisition 2
Slide 3: We provide…
We provide… › Solutions for the Building Envelope › Infrastructure Solutions for Water and Energy Management … in Europe, North America and India 3
Slide 4: Building Envelope
112,000 houses built 24 countries Solutions for the Building Envelope 373,000 houses roofed ROOF, WALL & FAÇADE and PAVERS 200 production sites › World‘s biggest brick manufacturer › Market leader roof tiles Europe › Market leader pavers Eastern Europe 11.0 million m2 laid/paved *Numbers relate to 2
Slide 5: Roof Solutions
Roof Solutions Solar › Mounting systems, custom/standard Segments with significant growth modules, inverters/storage, flashing, services › PV systems and services to become a full potential energy solution provider › Total residential PV market of ~EUR 2.5bn Roof tiles and accessories › Roof tiles,
Slide 6: Façade & Wall Solutions
Façade & Wall Solutions Automatization Enabling sustainable and › Robotic systems & prefabrication › Increased efficiency on-site automated building › Solution to skilled labour shortage Facade solutions › Lifespan > 100 years, minimal maintenance › Durable protection against weather › Aesthetic des
Slide 7: Water and Energy Management
21 countries Infrastructure Solutions for 41 production sites Water and Energy Management PIPING SOLUTIONS 466,000 km of pipes installed This equals › Leading provider of pipe system solutions for infrastructure, buildings, and agriculture >11 circumnavigations of the globe *Numbers relate to 2025 7
Slide 8: Piping Solutions
Piping Solutions Climate resilient infrastructure › Piping solutions for water supply and sewage networks Addressing segments with › Storm- and rainwater management › Monitoring systems/smart solutions structurally growing end markets › Piping solutions for irrigation systems Energy Transition › Cab
Slide 9: Strength through diversification
Products Regions Surface 2% Europe Roof East 27% Facade 26% & Wall Revenue Revenue 42% Europe split 2025 split 2025 Strength through West 59% North America diversification Pipes 15% 29% wienerberger offers products Operating EBITDA margin 2025 Operating EBITDA margin 2025 and solutions for the build
Slide 10: Why invest in wienerberger?
WHY INVEST IN WIENERBERGER? 10
Slide 11: Our three-pillar strategy
Added value for shareholders: Our three-pillar strategy through through through Operational innovation M&A excellence Organic Higher External growth returns growth Strong innovative role Self-help programs drive efficiency Proven value-accretive M&As improvements All ourESG Strong activities are sub
Slide 12: Innovation
Innovation We grow with innovative sustainable system Share of Innovative Products of Revenue solution for the in 2025: >34% challenges of today and tomorrow TARGET 2026: >35% 12
Slide 13: Strengthening efficiency
Continuous Strengthening efficiency efficiency improvements along our entire value Operational excellence chain › Production measures and capacity optimization over the last years › EBITDA contribution 2025: cost savings of EUR~55m Fit for Growth › Program started in Q3 2025 › Process optimization a
Slide 14: Recent M&A supporting our transformation
Recent M&A supporting our transformation 10 4 2 4 5 6 Company Type Closing Date Revenue3 1 Maincor Ltd PIPES 04/01/2024 EUR 10m 2 Summitville Tiles (US) FAÇADE 29/02/2024 EUR 11m 8 1 3 3 Grain Plastics PIPES 08/05/2024 EUR 30m 4 ~5x 7 4 Terreal ROOF 29/02/2024 EUR 699m 9 5 Slatek OY1 PIPES 01/10/202
Slide 15: Acquisition of NEWS Group
ACQUISITIONS | NEWS GROUP STRENGTHENING OUR POSITION IN WATER MANAGEMENT Acquisition of Growing demand for Leading provider of sustainable, decentralized NEWS Group sustainable wastewater wastewater solutions as a result of new regulatory solutions in Sweden and Turnover 2025: EUR >20m requirements
Slide 16: Italcer acquisition
ACQUISITIONS | ITALCER GROWTH THROUGH INCREASED MARKET SHARE IN RENOVATION CLOSING APRIL 30, 2026 The Italcer Group is an internationally active producer of high-end tile solutions with production sites in Italy and Spain › Strong balance sheet allows acquisition › Fast integration and instant margi
Slide 17: Growth through diversification
Growth trough diversification › From Single Product to Multi-Solution Business in structurally growing end markets › Renovation & infrastructure are key contributors to our value creation, reduces cyclicality and strengthens margins A transformed portfolio creating a scalable platform 19% › Over the
Slide 18: From single product to multi-solution business
From single product offer to multiproduct / multi-solution business Pitched roof solutions Innovative Wall Solutions Water and energy piping infrastructure 18
Slide 19: Value creation for shareholders
Value creation for shareholders Strong track record Revenue Operating EBITDA Dividend and margin +5% CAGR +7% CAGR +15% CAGR EUR 4.6bn EUR 754m EUR 0.95 EUR 3.0bn EUR 0.27 EUR 404m 11.3% 16.5% 2016 2025 2016 2025 2016 2025 19
Slide 20: Value creation for shareholders
Value creation for shareholders › Dividend for the FY 2025 of EUR 0.95 per share › Share buyback EUR 30m Acquisitions Share (December 30, 2024-February 7, 2025) depending on Dividend opportunities buyback › Policy Payout ratio of 28% of free cash flow programs Growth 213 100 104 104 investments 86 9
Slide 21: Sustainability Program 2023-2026
SUSTAINABILITY PROGRAM 2023-2026 SOCIAL TARGETS 2026 ENVIRONMENTAL TARGETS 2026 Diversity & Inclusion Training & Development Decarbonization Biodiversity Water Management and Energy Mix 18 hrs 10% 35 million m3 Development and implementation – 25% of inclusion and diversity action plan in all countr
Slide 22: Our path to net zero
OUR PATH TO NET ZERO 2026 2030 -25% -42% Scope 1+2 emissions Scope 1+2 emissions -10% -25% Scope 3 emissions Scope 3 emissions Aligned with 1.5⁰C Pillars Paris Agreement Optimized plant design Fuel transformation SBTi Efficient product design EU target 2050 committed Strategic partnerships in scope
Slide 23: Sustainability progress 2025
SUSTAINABILITY PROGRESS 2025 REVENUE FROM PRODUCTS REDUCTION SUPPORTING NET ZERO BUILDINGS OF SCOPE 1 & 2 EMISSIONS Progress 2025 Progress 2025 74.1% – 20.7% Target 2026 reduction Target 2026 75% Base year 2020 – 25% 2.6 Base year 2020 69% million tons reduction SALES FROM HIGHLY REDUCTION DURABLE P
Slide 24: Business Update Q1 2026
BUSINESS UPDATE Q1 2026 24
Slide 25: Q1 not a surprise
Q1 2026 – HIGHLIGHTS Q1 NOT A SURPRISE › Weak Q1 performance in line with guidance › Significant volume pick up in March, following a weather impacted January and February › FY 2026 EBITDA guidance reiterated, although limited visibility given Middle East conflict › Focus remains on strategic execut
Slide 26: Anticipated weak start of the year due to weather
Q1 2026 – HIGHLIGHTS ANTICIPATED WEAK START OF THE YEAR DUE TO WEATHER CONDITIONS Revenues Volume development Wienerberger Group EUR 1,025m Development 2026 (vs 2025) (Q1 2025: EUR 1,099m | -7%) Q1 2026 vs Q1 2025 Operating EBITDA EUR 97m -6% Q1 2026 (Q1 2025: EUR 130m | -26%) Development 2025 (vs 2
Slide 27: Business environment – Europe East
BUSINESS ENVIRONMENT Q1 2026 – PER REGION BUSINESS ENVIRONMENT – EUROPE EAST MARKET INDICATORS EUROPE EAST TOTAL HOUSING STARTS +/- 0% (EST. FY ‘26 vs FY ‘25) CIVIL ENGINEERING CONSTRUCTION OUTPUT 0% (EST. FY ‘26 vs FY ‘25) LONG-TERM BORROWING RATE * (MARCH ’26) 5.5% BUSINESS DEVELOPMENT VOLUME Wall
Slide 28: Business environment – Europe West
BUSINESS ENVIRONMENT Q1 2026 – PER REGION BUSINESS ENVIRONMENT – EUROPE WEST MARKET INDICATORS EUROPE WEST TOTAL HOUSING STARTS +1%* (EST. FY ‘26 vs FY ‘25) CIVIL ENGINEERING CONSTRUCTION OUTPUT -1% (EST. FY ‘26 vs FY ‘25) LONG-TERM BORROWING RATE ** (MARCH ’26) 5.2% BUSINESS DEVELOPMENT VOLUME Wall
Slide 29: Business environment – North America
BUSINESS ENVIRONMENT Q1 2026 – PER REGION BUSINESS ENVIRONMENT – NORTH AMERICA NORTH AMERICA MARKET INDICATORS TOTAL HOUSING STARTS -7% (EST. FY ‘26 vs FY ‘25) LONG-TERM BORROWING RATE * 6.4% (MAR ’26) VOLUME DEVELOPMENT VOLUME Lower volumes due to CERAMICS EFFECT severe winter weather and -12% cont
Slide 30: Q1 2026 results highlights
FINANCIALS Q1 2026 - GROUP Q1 2026 RESULTS HIGHLIGHTS Revenues Operating EBITDA (in EURm) (in EURm) -7% -26% 1,099 130 1,025 97 11.8% 9.4% Q1 2025 Q1 2026 Q1 2025 Q1 2026 30
Slide 31: Strong volume development in March
FINANCIALS Q1 2026 - GROUP STRONG VOLUME DEVELOPMENT IN MARCH Revenue Bridge Operating EBITDA Bridge in EURm in EURm -7% 1,099 -66 -25% -16 8 1,025 130 -31 -3 1 97 -6% -2% +1% 11.8% -24% -2% +1% 9.4% Q1 2025 Organic FX Scope Q1 2026 Q1 2025 Organic FX Scope Q1 2026 Growth Growth Note: Rounding diffe
Slide 32: Q1 performance in line with guidance
FINANCIALS Q1 2026 Q1 PERFORMANCE IN LINE WITH GUIDANCE; MIDDLE EAST INFLATION IMPACT NOT YET VISIBLE Overall cost inflation Natural gas Mitigating measures of +2% positions in Europe Price increases in Mainly driven by labour Hedge ratio >80% implementation across and energy cost Europe Supplier co
Slide 33: Operating segments - Europe East
FINANCIALS Q1 2026 – SEGMENTS OPERATING SEGMENTS - EUROPE EAST Revenues Operating EBITDA COMMENTS (in EURm) (in EURm) -7% 271 › Stable piping demand; 252 renovation and new build activity hit by weather. -41% 33 › Cost inflation and lower utilization pressured 20 profitability. 12.1% 7.7% Q1 2025 Q1
Slide 34: Operating segments - Europe West
FINANCIALS Q1 2026 – SEGMENTS OPERATING SEGMENTS - EUROPE WEST Revenues Operating EBITDA COMMENTS (in EURm) (in EURm) -3% › Solid underlying demand in 649 roof and pipe solutions, 631 -14% supported by energy- 69 transition initiatives. 60 › Adverse weather in the first two months softened overall a
Slide 35: Operating segments - North America
FINANCIALS Q1 2026 – SEGMENTS OPERATING SEGMENTS - NORTH AMERICA Revenues Operating EBITDA COMMENTS (in EURm) (in EURm) -21% 179 › New residential construction activity remains subdued in 141 -37% the US and Canada, pending 28 lower mortgage rates › Margins compressed as a 17 result of weather impac
Slide 36: Operating EBITDA guidance of ~€810 mn
OUTLOOK 2026 OPERATING EBITDA GUIDANCE OF ~€ 810 MN ASSUMPTIONS MIDDLE EAST CONFLICT MITIGATION MEASURES › No structural recovery in › Inflation in resins, energy and residential construction transport cost as well as traded › Price increases goods › Flat infrastructure & › Further cost renovation m
Slide 37: wienerberger mid-term development 2029
wienerberger mid-term development 2029 37
Slide 38: Mid-term development 2029: key assumptions
MID-TERM DEVELOPMENT 2029 KEY ASSUMPTIONS 2029 base case wienerberger case in stable market environment Assumptions… We focus on… › Flat markets › Outperforming markets › No impact from new building housing policy › Realization of synergies from existing M&As › Inflation covered by price increases ›
Slide 39: wienerberger base case 2029
MID-TERM DEVELOPMENT 2029 WIENERBERGER BASE CASE 2029 in EURm 25 25 1,000 20 25 950 15 880 25 40 810 15 Operating EBITDA Organic Italcer financial Optimization Operating Organic Optimization M&A Operating Organic Optimization Operating quidance 2026 growth impact 2027 measures EBITDA 2027 growth mea
Slide 40: Reaching EUR 1bn EBITDA, free cash flow > EUR 500m
MID-TERM DEVELOPMENT 2029 Reaching Even in base case EUR 1bn Reducing its debt level to (no market growth < 1.5 continuing recession) EBITDA times wienerberger achieving a free cash flow of EBITDA to net debt will achieve self-funded EUR > 500m substantial growth 40
Slide 41: Growth potential in a market recovery scenario
MID-TERM DEVELOPMENT 2029 wienerberger's growth potential in a significant market recovery scenario Reaching (average annual growth rate above 8%) is substantially above base case + > 30% 41
Slide 42: We do not wait for the cycle. We create our own growth.
MID-TERM DEVELOPMENT 2029 WE DO NOT WAIT FOR THE CYCLE. WE CREATE OUR OWN GROWTH. 42
Slide 43: Contact details
CONTACT DETAILS investor@wienerberger.com www.wienerberger.com investor@wienerberger.com | +43 1 60192 10221 | www.wienerberger.com | ISIN: AT0000831706 | ADR ISIN: US9676621074 Financial Calendar and upcoming events in 2026 Follow us on LinkedIn! Date Event 13/05/2026 UBS Best of Europe Conference,
Slide 44: | Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com
| Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com