Gabler Group Ag · XETR:XK4
Gabler — Investor Presentation (May 2026)
17 slides from Gabler's investor presentation, May 19, 2026
Slide 1: FY26 Guidance Publication
FY26 Guidance Publication 19 MAY 2026
Slide 2: Agenda and Speakers
Agenda and Speakers Key Highlights & Guidance Operational Update & Outlook David Schirm Ole Johannsen CEO CSO 2
Slide 3: A Leader for Submarine Systems, Subsea Comms, Data & Power
A Leader for Submarine Systems, Subsea Comms, Data & Power We enable critical subsea missions 3
Slide 4: Submarine Systems - Mission Critical Solutions
Submarine Systems - Mission Critical Solutions Source: Company Information 4
Slide 5: Subsea Communication & Data – Ocean Data Accessible
Subsea Communication & Data – Ocean Data Accessible Systems & Components Inductive Mooring Systems Modems Acoustic Recorder Buoy System Sonartransponder Modular Seafloor Lander Gateway Sailbuoy Source: Company Information 5
Slide 6: Subsea Power – Energy Available
Subsea Power – Energy Available Battery Solutions for Underwater Vehicles Energy Systems & Specialty Solutions Source: Company Information 6
Slide 7: Key Milestones Reached By Gabler Group In Q1 2026
Key Milestones Reached By Gabler Group In Q1 2026 Business Order Backlog Product Finance €376,8mn Total Order Backlog1 ▪ Successful first sea trial of Corresponds to >5x FY26 Torpedo USV; first deliveries in ▪ Balance Sheet Repayment Revenue Forecast Q4 FY26 Complete Near-term Fixed Order Signings ▪
Slide 8: Key Q1 2026 Milestone – Ranger + Raider Torpedo Tube Launched USVs
Key Q1 2026 Milestone – Ranger + Raider Torpedo Tube Launched USVs First sea trial for Torpedo USV completed successfully First deliveries to be made in Q4 FY26 In advanced-discussions on two prospective contracts, each representing potential double-digit million revenues ▪ Designed to deliver battl
Slide 9: Key Q1 2026 Milestone – North America Sales & Production Expansion
Key Q1 2026 Milestone – North America Sales & Production Expansion On-the-ground North America Sales live, with senior business development leadership signed ▪ United States operational, Canada lead to begin by end of May Near term signature with local production and engineering partners in US Exist
Slide 10: Q1 2026 In Line With Business Plan Expectations
Q1 2026 In Line With Business Plan Expectations Total Order Backlog1 Expected H1 Net Sales Net Cash2 €376.8mn €24mn €37.9mn No interest-bearing Corresponds to >5x FY26 Q1 FY26 €5.5mn liabilities, with full balance Revenue Forecast sheet repayment completed Source: Company information. (1) Total Orde
Slide 11: FY26 Guidance And Financial Targets
FY26 Guidance And Financial Targets FY26 Group Targets FY26 M&A Update FY26 Business Area Targets Key target list Submarine Systems Net Sales developing €69mn - €71mn positively 70% Subsea Power Adj. EBIT Target €17mn - €19mn completion of 18% next acquisition Subsea Communications planned for and D
Slide 12: Mid-Term Guidance And Financial Targets
Mid-Term Guidance And Financial Targets Mid-Term Group Targets Mid-Term Business Area Targets Net Sales >€100mn Submarine Systems Gross Margin 70% - 75% 55% Personnel Expenses <30% Subsea Power Other Operating Expenses <13% 30% Subsea Communications CAPEX <3% and Data D&A 2% 15% Source: Company info
Slide 13: Thank You For Your Time Today
Thank You For Your Time Today ▪ 2026 execution on track with clear line-of-sight to growth Backlog conversion and program delivery underpin continued double-digit revenue trajectory with margin resilience ▪ Structural exposure to durable defence and subsea digitisation tailwinds Demand visibility su
Slide 14: Q&A
Q&A 14
Slide 15: For Further Questions, Please Reach Out To Our Investor Relations Team
For Further Questions, Please Reach Out To Our Investor Relations Team Investor Relations Financial Calendar 19.05.2026 Cantor European Summit (Hamburg) 28.08.2026 Publication Half-yearly Financial Statements 22.11.2026 German Equity Forum (Frankfurt/Main) 26.04.2027 Publication Annual Financial Sta
Slide 16: Disclaimer
Disclaimer This presentation (including any printed or electronic copy of these slides, any oral presentation, the question and answer session and any written or oral material discussed or distributed at or in connection with the management presentation, the “Presentation”) has been prepared by Gabl
Slide 17: Oceans of possibility
Oceans of possibility W gabler.group