Norma Group Se · XETR:NOEJ
Norma — Merger or Acquisition (September 2025)
15 slides from Norma's merger presentation, Sep 23, 2025
Slide 1: Successful Divestment of the Water Management Business
NORMA GROUP SE Successful Divestment of the Water Management Business Maintal, September 23, 2025
Slide 2: Highly Attractive Deal Unlocking Value for NORMA Group Stakeholders
Highly Attractive Deal Unlocking Value for NORMA Group Stakeholders Transaction Summary #newNORMA ▪ $1bn valuation for Water Management ▪ Transaction is an important milestone Business („NDS Group“) towards #newNORMA ▪ Value accretive multiple of ▪ Deleveraging the balance sheet, ~19.3x adjusted EBI
Slide 3: NDS Group/Water Management SBU Key Figures
NDS Group/Water Management SBU Key Figures Value accretive development of Water Management Enterprise Value USD 1 billion Business under NORMA Group ownership ▪ Entry of Malaysia water business in 2012 via M&A ▪ Acquisition of US-based National Diversified Sales Sales Revenues FY 2024: USD ~320 mill
Slide 4: Details About the Transaction
Details About the Transaction Signing September 23, 2025 Buyer Advanced Drainage Systems, Inc. Assets to be displayed “at discontinued” Accounting Impact from September 30, 2025 Net Proceeds Around EUR 620-640 million* expected *subject to taxes, transaction costs and purchase price adjustments at c
Slide 5: Clear Allocation Priorities for Net Proceeds
Clear Allocation Priorities for Net Proceeds EUR ~250-270 million to EUR ~300 million debt repayment up to EUR 70 million for IA shareholders Strong Balance Sheet Shareholder Distribution Value-creating Growth Significant deleveraging to create Significant returns to shareholders Accelerating growth
Slide 6: #newNORMA as an "Industrial Powerhouse"
#newNORMA as an “Industrial Powerhouse” Future: “Industrial Powerhouse“ Industry Applications Mobility & New Energy #newNORMA Industry Mobility & New ▪ Organic growth via ▪ Strengthen global excellence - adding new OEM customers and innovation Applications Energy - fostering product innovations - ex
Slide 7: Exciting Journey to Further Creating #newNORMA Well Underway
Exciting Journey to Further Creating #newNORMA Well Underway Disposal of Water Management successfully signed Focused profile instead of a conglomerate at very attractive multiple Sharpened corporate and transformation strategy ( ) Future oriented growth story → New CEO to start on November 1, 20
Slide 8: Outlook for 2025 and Path Towards Attractive Long-Term Profitability
Outlook for 2025 and Path Towards Attractive Long-Term Profitability 2025 Outlook excl. Water Management Clearly Defined 2028 Targets ▪ Become focused supplier of connection technology Sales ~EUR 810 to 830 million for industrial and mobility customers hsow ▪ Differentiate as an innovative, high qua
Slide 9: Global Transformation
Global Transformation as announced on August 12, 2025
Slide 10: Details on the Global Transformation
Details on the Global Transformation Lean Organization Up to EUR 30 million* p.a reduction targeted globally from 2028 • Global cost savings in the amount of up to about EUR 30 million* targeted • Selective HR measures subject to prior collective consultation with social partners, where applicable *
Slide 11: Estimated Benefits and Costs of the Global Transformation
Estimated Benefits and Costs of the Global Transformation Total cumulated approx. EUR 82.5-91.5 million Total cumulated approx. EUR 54-61 million Savings* Costs** of which approximately expected in the years: 2025 approx. EUR 4.5 million approx. EUR 30 million*** 2026 approx. EUR 15 million approx.
Slide 12: The Path Towards Becoming an "Industrial Powerhouse"
The Path Towards Becoming an “Industrial Powerhouse” 1. Transformation 2. M&A 3. Step Up Focus on: Focus on: Focus on: • Lean Organization under two sales • Divestment Water Management • Efficiency improvement in the entire Segments organization • Invest in selected IA Target(s) with • Reduce admini
Slide 13: From Vision to Reality - The Final Result
From Vision to Reality - The Final Result • Strong IA market position with high growth prospects • Highly competitive mobility supplier • Lean and cost adjusted administration • Globally streamlined logistics and distribution • Efficient production layouts in all regions Building the base for strong
Slide 14: Investor Relations Contact & Events Calendar
Investor Relations Contact & Events Calendar Event Date Interim Report Q3 2025 November 4, 2025 Annual Report 2025 March 31, 2026 Interim Report Q1 2026 May 5, 2026 Annual Shareholders’ Meeting May 21, 2026 Interim Report Q2 2026 August 11, 2026 Contact Sebastian Lehmann Dr. Charlotte Brigitte Looß
Slide 15: Disclaimer
Disclaimer This presentation contains forward-looking statements on the business development of NORMA Group SE that are based on management’s current assumptions and judgments regarding future events and results. All statements in this presentation other than statements of historical fact could be f