Evotec SE · XETR:EVT
Evotec — Q3 2026 Earnings Presentation
15 slides from Evotec's earnings presentation, Nov 5, 2026
Slide 1: Evotec Third Quarter and First Nine Months 2026 Results
Evotec Third Quarter and First Nine Months 2026 Results Building Growth Momentum Toward 2030 Goals November 5, 2026
Slide 2: Today's Speakers
Today’s Speakers Christian Wojczewski Business Update CEO Claire Hinshelwood Financial Update CFO PAGE 2
Slide 3: Disclaimer
Disclaimer Cautionary Note Regarding Forward-Looking Statements This presentation (including any information which has been or may be supplied This presentation contains forward-looking statements concerning our business, in writing or orally in connection here with or in connection with any further
Slide 4: Third Quarter and First Nine Months Highlights
Third Quarter and First Nine Months Highlights Stronger execution with improving commercial and financial momentum • Strong Q3 performance y-o-y 9M 2 0 2 6 G ROU P RE P ORT I N G €164.9 m Group revenue, -€1.6 m adj. EBITDA Group revenue • 9M D&PD base-business net sales up 24% y-o-y €465.0 m €477.4
Slide 5: Improving Evotec's Scientific Profile
Improving Evotec’s Scientific Profile Evotec welcomed new Chief Scientific Officer on November 1, 2026 Background Mandate & Priorities 2022 – 2026 Novo Nordisk Therapy Area Head, CVR & Hepatic Disease; Head of in vitro Discovery Platforms 01 Strengthen profile scientific Prior: Biomodal: Chief Scien
Slide 6: Differentiated Platforms Drive Progress in Partnerships
Differentiated Platforms Drive Progress in Partnerships Ramping up commercial readiness in JEB and expanding partnerships in cutting-edge science Discovery & Preclinical Development Just – Evotec Biologics NEW NEW Jazz Pharmaceuticals AI collaboration AI-enabled sleep disorder candidate entered Ph1
Slide 7: Condensed Income Statement Third Quarter and First Nine Months 2026
Condensed Income Statement Third Quarter and First Nine Months 2026 Q3 revenue broadly stable year-on-year, with stronger margins and adjusted EBITDA close to breakeven Three months ended Sept 30, Nine months ended Sept 30, in € m1 2026 2025 Change 2026 2025 Change External Revenues 164.9 163.9 0.6%
Slide 8: Capital Discipline Supports Financial Flexibility
Capital Discipline Supports Financial Flexibility Solid balance sheet and a sharply reduced CAPEX base Liquidity in € million Capex in € million 476 466 213 445 401 Toulouse 371 J.POD 348 237 118 73 19 19 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 2023 2024 2025 9M 2026 FY2026 Net debt / (net cash) i
Slide 9: Commercial Execution Translating into Business Traction
Commercial Execution Translating into Business Traction Continued strong growth in net sales in D&PD base business D&PD Base Business net sales growth Strategic Incl. stand alone and integrated programs* Partnerships ~24% Near-term proof points of a healthy 9M 2026 partnership pipeline y-o-y growth
Slide 10: Horizon Delivery Ahead of Plan
Horizon Delivery Ahead of Plan Savings accelerating as workforce, footprint and organizational measures advance >20% ~50% 3 of 4 of ~€75 m target by Sep, ahead of planned workforce site closures expected to be of 20-30% planned for FY26 measures implemented completed by end of 2026 Pillar Progress i
Slide 11: Full-Year 2026 Guidance Confirmed
Full-Year 2026 Guidance Confirmed Revenue and adj. EBITDA expected at the upper end of the respective ranges Expected: Upper end of range Nine Months 2026 Group revenue €465.0 m -€44.3 m Group revenue Adj. Group EBITDA FY 2026 guidance €570 m €595 to 635 m CER €610 m What supports delivery at the up
Slide 12: Building a Structurally Stronger Business by 2030
Building a Structurally Stronger Business by 2030 2030 revenue mix combines a stronger base business with scalable, higher-margin growth Mid-range plan 2028 20% 2030 ~€1 billion >20% Adj. EBITDA margin Revenue Adj. EBITDA margin Revenue upside potential D&PD 60% JEB 40% Exp. share of revenue 40% 20%
Slide 13: Distinct Growth Paths Build the 2030 Revenue Mix
Distinct Growth Paths Build the 2030 Revenue Mix Clear drivers across the business combine to deliver the targeted 40/20/40 revenue mix FY2026 2030 Strategic Partnerships growth Strategic Partnerships • Risk-adj. progression of existing partnerships D&PD* Range incl. upside • New strategic partnersh
Slide 14: Increased Forward Momentum Across Business Segments
Increased Forward Momentum Across Business Segments Third quarter shows clear progress toward mid-term goals • Commercial execution increasingly translating into business traction: 24% increase in D&PD net sales 9M year-over-year; progressing new strategic partnership opportunities. • Horizon moving
Slide 15: Thank you
Thank you Dr. Sarah Fakih EVP Head of Global Communications & Investor Relations sarah.fakih@evotec.com