Slide 1: Esprinet Group
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation may contain forward-looking statements that are subject to risks and uncertainties, including those pertaining to the anticipated benefits to be realized from the proposals described herein. Forward-looking statements may include, in particular, statements
Slide 3: H1 2026 Results
| esprinet H1 2026 RESULTS
Slide 4: H1 2026 Esprinet Group Highlights
H1 2026 Esprinet Group Highlights A ROUND OF STRONG RESULTS IN Q2 - 26A CONFIRMS THE MOMENTUM BUILT IN Q1 - 26 AND, WITH A SOLID OUTLOOK FOR THE SECOND HALF, THE GROUP RAISES ITS 2026 GUIDANCE OF EBITDA ADJ. TO 77 - 82 M €. PROFITABILITY INDICATORS SALES DYNAMICS AND FINANCIAL STRUCTURE 8% y-o-y sal
Slide 5: H1 & Q2 2026 Sales Evolution
H1 & Q2 2026 Sales Evolution Sales distribution trend in Southern Europe Italy Screens Devices Solutions & Green Tech 17% THE IBERIAN PENINSULA KEEPS LEADING, WITH THE GROUP AHEAD OF THE MARKET, 8% 8% 3% 5% WHILE ITALY REBOUNDED IN Q2 AND THE GROUP TRACKED IN LINE. MARKET - WIDE DOUBLE - DIGIT GROWT
Slide 6: P&L H1 & Q2 2026 of the Three Dimensions
P&L H1 & Q2 2026 of the Three Dimensions Revenues EBITDA Adj . EBITDA Margin Adj . 76.4 7% 0.8 5% 100% Q2 2026 Q2 2025 Delta Δ% Q2 2026 Q2 2025 Delta Δ% Q2 2026 Q2 2025 Delta 80% 232.1 23% Screens 501.3 498.5 2.8 1% 3.4 3.1 0.3 10% 0.68% 0.62% 0.06% 60% 10.1 63% Devices 214.8 205.4 9.4 5% 1.9 0.6 1.
Slide 7: H1 & Q2 2026 P&L Summary
H1 & Q2 2026 P&L Summary GROWTH THAT RUNS ALL THE WAY DOWN THE P&L: RISING REVENUES, GROWING GROSS PROFIT MARGIN AND LOWER COST IMPACT, DESPITE THE ENTRY OF VAMAT B.V., ACQUIRED IN OCTOBER 2025, INTO THE SCOPE. (M/€) H1 2026 H1 2025 Var. % Q2 2026 Q2 2025 Var. % • In Q2-26 gross profit grew by 9% co
Slide 8: H1 2026 BS Summary
H1 2026 BS Summary THE SLIGHT POSITIVE CHANGE IN THE GROUP’S NET DEBT COMPARED WITH JUNE 30, 2025, AND THE IMPROVEMENT COMPARED WITH MARCH 31, 2026, ARE THE RESULT OF TRENDS RELATED TO WORKING CAPITAL MANAGEMENT AMID GROWING BUSINESS VOLUMES. • Net Invested Capital as of June 30, 2026 stands at 702.
Slide 9: Working Capital Metrics - qtr average
Working Capital Metrics 4 - qtr average 100 35 32 31 90 30 29 30 28 28 28 80 26 26 26 26 25 25 23 24 25 70 22 22 22 21 60 20 20 17 50 88 87 88 86 87 15 40 13 13 13 84 84 83 84 84 12 78 77 77 80 72 75 75 73 69 70 68 70 68 66 66 30 62 62 9 59 58 59 57 58 5654 5754 5756 5655 5755 10 8 8 52 54 54 53 54
Slide 10: Working Capital Metrics - quarter-end
Working Capital Metrics quarter - end 100 50 44 90 41 36 37 40 35 35 34 80 33 33 31 32 31 29 29 70 26 30 25 22 60 16 20 15 16 14 50 12 89 90 88 89 90 90 85 34 85 86 83 83 10 40 82 81 79 82 77 76 4 2 70 73 72 72 73 68 66 68 69 66 66 3 62 65 30 59 60 61 60 59 4 6060 58 55 -8 57 54 5759 59 55 5856 5859
Slide 11: ROCE Evolution Up To Q2 2026
ROCE Evolution Up To Q2 2026 30.0% 25.0% 25.1% 23.2% 20.5% 20.0% 19.7% 17.6% 15.7% 16.2% 15.2% 15.8% 15.0% 14.0% 12.9% 13.3% 11.4% 14.4% 13.1% 10.9% 11.0% 10.0% 9.8% 11.6% 10.8% 9.6% 8.4% 10.2% 9.1% 8.0% 8.3% 8.6% 8.6% 8.2% 8.3% 8.2% 7.3% 6.9% 6.4% 7.1% 7.6% 7.1% 6.5% 6.4% 8.0% 6.7% 6.6% 6.4% 6.1% 6
Slide 12: Final Remarks
FINAL REMARKS
Slide 13: What to expect
What to expect A STILL GEOPOLITICAL SCENARIO CHALLENGING Structural fundamentals of the ICT market remain positive, yet ongoing geopolitical tensions, amplified by the crisis in the Middle East, are fueling global economic instability and adding to inflationary pressures. No measurable direct impact
Slide 14: Q&A
Q&A 14
Slide 15: Upcoming Events
Upcoming Events EVENT DATE Le Eccellenze del Made in Italy, October 1, 2026 organized by Intermonte Board of Directors November 11, 2026 Attendance at Italian Roadshow in Madrid, November 19, 2026 organized by Intermonte Attendance at Mid & Small | Milan Conference, November 24, 2026 organized by Vi
Slide 16: Thank you
Thank you GRAZIE GRACIAS OBRIGADO DANKE MERCI 4A} iat jit @ essenost