Sixt Se · XETR:SIX2
Sixt — Investor Day (June 2026)
44 slides from Sixt's investor day presentation, Jun 24, 2026
Slide 1: Capital Markets Update
CAPITAL MARKETS UPDATE 24 JUNE 2026 - FRANKFURT
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER This presentation (together with the presenters’ speeches delivery of the Presentation nor any further discussions of and neither the Company nor any of its directors takes any and any other related verbal or written communications the Company with any of the recipients thereof shal
Slide 3: Agenda
AGENDA 01:00PM – 2:00PM Katja Braun – Senior Area Director Frankfurt Airport SIXT Branch Visit – Frankfurt Airport Terminal 3 SIXT SHUTTLE 03:00PM – 5:00PM Dr. Franz Weinberger – CFO: Introduction & Wrap-Up Deep Dives – Deutsche Bank Danilo Seibt – SVP Pricing and Commercial Development: SIXT
Slide 4: Dr. Franz Weinberger
Dr. Franz Weinberger CFO Sixt SE 13 YEARS WITH SIXT SIXT SE · CAPITAL MARKETS UPDATE · 24 JUNE 2026 · FRANKFURT 4
Slide 5: 2002 2008 1998 1997 2003 2008
2002 2008 1998 1997 2003 5 2008
Slide 6: For an entrepreneur, there are no saturated markets
“For an entrepreneur, there are no saturated markets. There are only opportunities.” Erich Sixt, Chairman of the Supervisory Board of Sixt SE 1986 2009 2013 2017 2021 2025 IPO Fourth generation Conversion to SE Italy as own subsidiary Co-CEO era · record year Launch SIXT ONE Erich Sixt takes the com
Slide 7: Consistent family ownership and experienced management team
CONSISTENT FAMILY OWNERSHIP AND EXPERIENCED MANAGEMENT TEAM SIXT MANAGEMENT BOARD [years with SIXT] +1M PREF. SHARES (acquired by SIXT VOTING RIGHT FAMILY on MAR 24, 2026) 21 17 17 15 17 19 ∑ 83 DISTRIBUTION % YEARS Konstantin Sixt Alexander Sixt Co-CEOs SIXT EXPERIENCE 58.3% 22 13 10 SIXT FAMILY FR
Slide 8: Revenue and EBT development at a glance
REVENUE AND EBT DEVELOPMENT AT A GLANCE FY 2025 REVENUE +10.5% Q1 2026 REVENUE REVENUE CAGR in % +8.2% FY 2019 – FY 2025 FY 2024 | FY 2025 · in €m Q1 2025 | Q1 2026 · in €m REVENUE 4,002 4,283 858 929 9.4% annualized growth rate FY 2025 EBT +19.5% Q1 2026 EBT +111.7% EBT MARGIN +1.0pp FY 2024 | FY 2
Slide 9: Danilo Seibt: SIXT ONE
Danilo Seibt SVP Pricing and Commercial Development SIXT ONE 16 YEARS WITH SIXT SIXT SE · CAPITAL MARKETS UPDATE · 24 JUNE 2026 · FRANKFURT 9
Slide 10: Play video
PLAY VIDEO 10
Slide 11: Sixt's products integrated in one app
"We transform transactions into customer relationships. Our loyalty platform structurally strengthens recurring revenue worldwide.” Konstantin Sixt, Co-CEO Sixt SE SIXT‘S PRODUCTS INTEGRATED IN ONE APP Short and Long Term Rental Commercial vehicle solutions 4.8 Global Rewards Program 66K reviews 4.7
Slide 12: How to earn and benefit with our status tiers
HOW TO EARN AND BENEFIT WITH OUR STATUS TIERS Silver Gold Platinum Diamond Upon joining From 2,000 status points From 4,000 status points From 6,000 status points ✓ Earn rental points ✓ Earn 10% more rental ✓ Earn 20% more rental ✓ Earn 30% more rental ✓ Skip the counter points points points ✓ Membe
Slide 13: Direct relationships fuel growth and improve revenue quality
DIRECT RELATIONSHIPS FUEL GROWTH AND IMPROVE REVENUE QUALITY MORE GROWTH PROGRAM INCREMENTALITY BETTER MARGINS Higher Frequency More Direct Bookings more rentals after enrollment B2C share after enrollment New customer growth Lower Customer Acquisition Cost share of direct new customer vs. no SIXT O
Slide 14: SIXT ONE expands and extends
SIXT ONE EXPANDS AND EXTENDS Worldwide enrollment Residents in all countries worldwide can enroll Rewards Store & Vehicle Upgrades Redeem points for rewards and confirm upgrades digitally Product Expansion Van &Truck · Share · Subscription added to the ecosystem Franchise expansion Roll out across F
Slide 15: Dennis Boehringer: Deep Dive North America
Dennis Boehringer CFO North America Deep Dive North America 14 YEARS WITH SIXT SIXT SE · CAPITAL MARKETS UPDATE · 24 JUNE 2026 · FRANKFURT 15
Slide 16: The US airport market is large and concentrated
THE US AIRPORT MARKET IS LARGE AND CONCENTRATED US CAR RENTAL MARKET WHERE THE OPPORTUNITY CONCENTRATES · SIXT $40 B PARTICIPATES ACROSS ALL TIERS $40B US CAR RENTAL TAM PARTICIPATING WITH 140 LOCATIONS ×2.4 US market size vs. the European market $20B AIRPORT OPPORTUNITY EXPECTED MARKET GROWTH 2025–
Slide 17: US market share has tripled since 2020
US MARKET SHARE HAS TRIPLED SINCE 2020 REVENUE GROWTH 2020 – 2025 >400 SIXT US MARKET SHARE · 2020 – 2025 2 3.7% 3.2% % 2.5% 2.6% IN EUR 2.2% Compounded revenue growth over five years — share gain translated to scale. 1.4 bn 1.5 bn 1.2% 1.2 bn 1.0 bn 0.7 bn 0.3 bn 2020 2021 2022 2023 2024 2025 SIXT
Slide 18: Building presence and density across the US
BUILDING PRESENCE AND DENSITY ACROSS THE US — SHARE GAINS COMPOUNDING SIXT US NETWORK SHARE TRAJECTORY · COMMON SIXT AIRPORTS Like-for-like, common SIXT airports only. 140 59 81 ~5.8% 6.24% 6.96% 7.80% BRANCHES AIRPORT DOWNTOWN F Y2 2 F Y2 3 F Y2 4 FY25 · +0.84 PP ↑ INSIDE THE FY25 +0.84 PP GAIN MIA
Slide 19: Premium is not an idea — it's a decision
“Premium is not an idea — it’s a decision, a standard, and a discipline.” Tom Kennedy, President & CEO North America SIX PREMIUM LEGS · EACH ONE REINFORCES THE OTHERS TO GENERATE PREMIUM MARGINS PREMIUM PREMIUM 02 TALENT 03 OPERATIONS Engaged teams. Digital-first journey. Trained, retained, Double-d
Slide 20: Premium fleet generates premium margin
PREMIUM FLEET GENERATES PREMIUM MARGIN PREMIUM-WEIGHTED, SHORT HOLDING, PREMIUM FLEET STRUCTURALLY HIGH TURNOVER EARNS 9–12 PREMIUM CUSTOMERS PREMIUM PARTNERS Higher return rate from first-time premium months renters — FY 2025. Ensuring premium condition. of Long-term OEM partnerships — structural,
Slide 21: Investments in brand and loyalty are paying off
INVESTMENTS IN BRAND AND LOYALTY ARE PAYING OFF DIRECT CHANNEL 01 SIXT ONE LOYALTY 02 LOYALTY → REVENUE → Loyalty is now a primary engine of growth. YESTERDAY TODAY Built from zero to >1m members in Most of 2026 YTD US revenue growth flows from loyalty members — compounding economics from the first
Slide 22: B2B: structural capacity, structural opportunity
B2B: STRUCTURAL CAPACITY, STRUCTURAL OPPORTUNITY WHERE WEEKEND CONCENTRATION SITS WEEKLY UTILIZATION PROFILE · SCHEMATIC >90% of US airports peak on weekends. Two operating realities — one network. The gap between them is the B2B opportunity, structural rather than cyclical. Industry profile is inve
Slide 23: US remarketing: one of the largest resellers of European OEMs
US REMARKETING: ONE OF THE LARGEST RESELLERS OF EUROPEAN OEMS 01 02 03 04 SPECIALIZED FLEET ORGANIZATION EXPANDING DEALER PLATFORM SCALE AND CHANNEL DEPTH STRATEGIC BUYBACK SHARE • 50+ experts across fleet purchasing, • Brand new Manheim platform launched planning, remarketing, and residual- May 202
Slide 24: Newark Airport — benefits from all premium features
NEWARK AIRPORT — BENEFITS FROM ALL PREMIUM FEATURES EWR · COUNTER EWR · FLEET GREENFIELD PLAYBOOK SHARE TRAJECTORY PLAYBOOK DEPLOYED All six premium legs, day one. +2.1 pp annual share gain. New markets follow. No legacy systems to bridge — premium fleet, app-first journey, Key- 9.4% FY 2024 → 11.5%
Slide 25: Jean-Philippe Doyen: President Europe
Jean-Philippe Doyen President Europe Germany, France, Italy and Spain 17 YEARS WITH SIXT SIXT SE · CAPITAL MARKETS UPDATE · 24 JUNE 2026 · FRANKFURT 25
Slide 26: 2025: Strong revenue growth and profitability improvement
2025: STRONG REVENUE GROWTH AND PROFITABILITY IMPROVEMENT 7 new airport 57 new downtown Corporate Franchise #1 Leader in branches Branches DE & FR since Q1/24 Since Q1/24 REVENUE GROWTH EUROPE (EXCL. DE) REVENUE GROWTH GERMANY #2 Market Share in Europe1 +13.1% +2.6% FY 25 vs 24 FY 25 vs 24 +3.9% +16
Slide 27: Europe with lots of growth potential ahead
EUROPE WITH LOTS OF GROWTH POTENTIAL AHEAD FOUR STRUCTURAL TRENDS SHAPING EUROPE… 01 02 03 04 Urban Digital Inbound Recurring Mobility Journey Travel Segment …ADDRESSED ON EVERY LEVEL FOOTPRINT REVENUE MIX CUSTOMER EXPERIENCE Airport SIXT+ subscription Mobile check-in Railway station B2C - B2B Skip-
Slide 28: Deepen, extend, expand — our core European markets
DEEPEN, EXTEND, EXPAND — OUR CORE EUROPEAN MARKETS ESTABLISHED HOME MARKET EXPANSION MARKETS MARKET Germany France Italy Spain MARKET SIZE 2025 MARKET SIZE 2025 MARKET SIZE 2025 MARKET SIZE 2025 €2.7bn €2.4bn €1.6bn €2.0bn SIXT MARKET SHARE SIXT MARKET SHARE SIXT MARKET SHARE SIXT MARKET SHARE 37.7%
Slide 29: Growth opportunity in car subscription with SIXT+
GROWTH OPPORTUNITY IN CAR SUBSCRIPTION WITH SIXT+ OWNERSHIP IS GIVING WAY From owning to using. MARKET GROWTH ~25% CAGR European consumers — particularly in urban areas — are shifting from car ownership until 2030 toward flexible usage models. Total cost of ownership, EV uncertainty and changing mob
Slide 30: Germany
GERMANY 30
Slide 31: Germany: market leader with further upside potential
GERMANY: MARKET LEADER WITH FURTHER UPSIDE POTENTIAL MARKET SHARE EVOLUTION SIXT in Germany (% of market) 37.5% 40% +5.5pp 30% ~32% STILL 20% UPSIDE POTENTIAL 2015 2025 KEY FACTS #1 MARKET SHARE IN GERMAN CAR RENTAL MARKET 350+ STATIONS — HIGH NETWORK DENSITY NATIONWIDE FULL MULTI-CHANNEL COVERAGE #
Slide 32: Replacement: an opportunity for Sixt
REPLACEMENT: AN OPPORTUNITY FOR SIXT NEW CAR DELIVERY GAP 01 Bridging long delivery times AFTER-SALES 02 Workshop & warranty replacement ACCIDENT 03 Third-party liability claims WHY WE WIN-STRUCTURAL ADVANTAGES Densest German branch network Avg. fleet 2025 — broad multi-brand coverage Digital keybox
Slide 33: France, Italy and Spain
FRANCE, ITALY AND SPAIN ft @ «=
Slide 34: France: market leader with further opportunities ahead
FRANCE: MARKET LEADER WITH FURTHER OPPORTUNITIES AHEAD €2.4bn 6.3% (2015) 19.7% (2025) 2.4× MAJOR GROWTH DRIVERS Digital journey transformation. Continued scaling of SIXT+. B2B acceleration. Extend market leadership SIXT SE · CAPITAL MARKETS UPDATE · 24 JUNE 2026 · FRANKFURT 34 Source: 1Automotive a
Slide 35: Italy: high-potential market, key driver for European growth
ITALY: HIGH-POTENTIAL MARKET, KEY DRIVER FOR EUROPEAN GROWTH €1.6bn 8% (2016) 16% 2× (2025) DEVELO PMENT AXES Integrated downtown network. Two-track airport strategy. Rail traffic upside. B2B expansion. Extend market share SIXT SE · CAPITAL MARKETS UPDATE · 24 JUNE 2026 · FRANKFURT 35 Source: Euromo
Slide 36: Spain: expanding market share in one of the largest aviation markets
SPAIN: EXPANDING MARKET SHARE IN ONE OF THE LARGEST AVIATION MARKETS OVD SDR EAS SCQ Spain — world #4 aviation market BIO GRO PASSENGERS 2025 GROWTH VS 2024 VGO 321.6M +3.9% REU BCN Spanish airports 3rd consecutive record year MAD AIRPORTS AT RECORD WORLD RANKING VLC 21 #4 IBZ PMI MAH simultaneously
Slide 37: Spain: market share doubled — and the runway ahead is long
SPAIN: MARKET SHARE DOUBLED — AND THE RUNWAY AHEAD IS LONG MARKET SIZE SIXT MARKET SHARE SHARE GAIN €2.0bn 6% 13% +7pts (2016) (2025) WHAT DROVE IT Airports & rail AENA tender win. ADIF rail station tender (2027/29) opens a high-potential extension into Spain's fast-growing rail network. Network den
Slide 38: Planned EU regulation Clean Corporate Vehicles
PLANNED EU REGULATION “CLEAN CORPORATE VEHICLES” EU COMMISSION PROPOSAL KEY CHALLENGES SIXT POSITION 54% 95% 60% 80% Infrastructure first Rental exemption of all newly registered corporate cars by large of public charging points of EU territory is companies in Germany should be “zero- in just 3 EU
Slide 39: Dr. Franz Weinberger: Wrap-Up
Dr. Franz Weinberger CFO Sixt SE Wrap-Up 13 YEARS WITH SIXT SIXT SE · CAPITAL MARKETS UPDATE · 24 JUNE 2026 · FRANKFURT 39
Slide 40: Today's investment takeaways in five acts
TODAY’S INVESTMENT TAKEAWAYS IN FIVE ACTS Experienced management and stable ownership Founder-family aligned 1 A long-tenured leadership team and stable family ownership provide continuity and support a consistent, long-term Consistent strategy approach. SIXT ONE supports customer retention 1M+ memb
Slide 41: 2026: Lowered GDP projections and industry under pressure
2026: LOWERED GDP PROJECTIONS AND INDUSTRY UNDER PRESSURE MACRO Germany Europe USA +0.8% +1.1% +2.3% 2026 YOY GDP 2026 YOY GDP 2026 YOY GDP GROWTH FORECAST [%] GROWTH FORECAST [%] GROWTH FORECAST [%] INDUSTRY PEERS EBT (USD M) EBT (USD M) EBT (EUR M) Q1'25 Q1'26 Q1'25 Q1'26 FY24 FY25 -259 -304 -340
Slide 42: 2026 guidance confirmed: further topline growth with sustained profitability
2026 GUIDANCE CONFIRMED: FURTHER TOPLINE GROWTH WITH SUSTAINED PROFITABILITY REVENUE EBT-MARGIN EUR 4.45-4.60 BN ~10% (2025: EUR 4.3 BN) (2025: 9.4%) RISKS OPPORTUNITIES • Continued political and economic uncertainties with • Strong summer travel business and flight re- impacts on oil prices and sup
Slide 43: Thank you.
THANK YOU. Questions & Discussion SIXT SE Investor Relations · Capital Markets Update 2026 43
Slide 44: Contact
Sixt SE Investor Relations Zugspitzstrasse 1 82049 Pullach CONTACT +49 (0)89 74444 – 5104 investorrelations@sixt.com DR. FRANZ WEINBERGER MARK CHRISTIAN SCHNEIDER ALEXANDER ENGE DANIELA WURM Chief Financial Officer Head of Communications & Investor Director Investor Relations Executive Investor Rela