Gesco Ag · XETR:GSC1
Gesco — Deutsches Eigenkapitalforum 2025
15 slides from Gesco's conference presentation, Nov 25, 2025
Slide 1: GESCO SE - Deutsches Eigenkapitalforum
GESCO SE Deutsches Eigenkapitalforum Frankfurt , 25 November 2025 1
Slide 2: GESCO SE - historical milestones
GESCO SE - historical milestones 1989 10 FOUNDING YEAR PORTFOLIO COMPANIES GROWTH & 1998 DEVELOPMENT INSTEAD OF BUY, IPO RESTRUCTURE & SELL 513 million € 1.668 GROUP SALES 2024 EMPLOYEES (09/ 30/2025 ) 100% FOCUS THEREOF 13 ON THE INDUSTRIAL SME SECTOR HOLDING EMPLOYEES (09/ 30/2025 ) 2
Slide 3: GESCO SE's business model and aspirations
GESCO SE's business model and aspirations Revised Objectives for each portfolio Target for each portfolio company : company and the entire GESCO Group: Continuous work on the long -term 1. CAGR: 10% → 5% + 5% success enablers! 2. ROCE : > 15% → Ø 17% - 1.5% Individual further development of each Inv
Slide 4: M&A success: GESCO acquires Eckart GmbH
M&A success : GESCO acquires Eckart GmbH 4
Slide 5: M&A success: GESCO acquires Eckart GmbH
M&A success : GESCO acquires Eckart GmbH Attractiveness 1 Differentiating value creation ++ 2 Ability to continuously innovate ++ 3 Portfolio of offerings relevant to customer success ++ 4 Participants in future -proof sales markets + 5 Non -capital -intensive business system + 6 Scalable business s
Slide 6: GESCO Group
GESCO Group Materials Refinement & Distribution Focus: 'Processes ' Health Care & Life Science Focus: 'Products' Industrial Assets & Infrastructure Focus: 'Projects' 6
Slide 7: GESCO Group 2026: Carve-Out CASTEON
GESCO Group 2026: Carve -Out CASTEON Materials Refinement & Distribution Focus: 'Processes ' Materials Refinement & Distribution CASTEON GmbH Health Care & Life Science Focus: 'Products' Industrial Assets & Infrastructure Focus: 'Projects' 7
Slide 8: Update: The GESCO Business System GBS (V3.0 Release)
Update: The GESCO Business System GBS (V3.0 Release) Mission, Vision, Guiding Principles & Values management Normative 10 Guidelines for good Elements of a practised lean culture personnel management Holistic and balanced corporate management Customer Centricity & CX Process Cornerstones of effectiv
Slide 9: Update: The GESCO Business System GBS
Update: The GESCO Business System GBS Mission, Vision, Guiding Principles & Values management Normative 10 Guidelines for good Elements of a practised lean culture personnel management Holistic and balanced corporate management Customer Centricity & CX Process Cornerstones of effective Sustainabilit
Slide 10: GBS Pillar 3 - Recent Globalization successes: Project-win SVT
GBS Pillar 3 - Achieve Growth: Recent Globalization successes Project -win SVT Customer: Project & Technical Solution Impact & Timeline - China Tianchen Engineering Corporation (TCC) - LSP Enhancement Project - US -€ 3.0 m - leading international engineering corporation - Long Son Petrochemicals Ltd
Slide 11: GBS Pillar 3 - Recent Globalization successes: Project-win MAE
GBS Pillar 3 - Achieve Growth: Recent Globalization successes Project -win MAE Customer: Project & Technical Solution Impact & Timeline - Haynes International Inc., Kokomo, IN (USA) - Capacity increase project of Haynes due to - $ 9.75 m - Leading International producer and distributor good market o
Slide 12: GBS Pillar 3 - Achieve Growth: Digital Sales Push boosted by AI
GBS Pillar 3 - Achieve Growth: Digital Sales Push boosted by AI What is the goal? ▪ To achieve complete transparency of potential customers worldwide — from the Americas through Europe to Asia — identifying and eliminating any ‘white spots’. ▪ To prioritize leads in order to achieve success as quick
Slide 13: EBIT increased by 20.4% despite decline of sales
EBIT increased by 20.4% despite decline of sales 01/01 – 01/01 – Change in €m 09/30/2025 09/30/2024 abs. (in %) ▪ Earnings show the success of our portfolio Incoming orders 375.0 400.6 25.6 -6.4% restructuring . Sales 364.7 382.9 -18.2 -4.7% ▪ End of 2024 we sold AstroPlast and two EBITDA 28.2 26.5
Slide 14: Forecast 2025
Forecast 2025 Steel 2024 Foundry & Astro Deconsoli - 2024 Forecast 2025 Forecast 2025 in €m Steel Mill Plast dation adjusted (old ) (current) Sales 513.8 18.7 15.0 480.1 485 -515 480 -500 Group earnings 4.4 -9.0 -0.7 1.0 13.1 13-17 9 -12 Adjustment forecast was necessary due to • weak October • dela
Slide 15: Q&A
Q&A 15