51 slides from Arobs Transilvania Software's investor presentation, December 2025
Slide 1: IR Presentation
IR Presentation December 2025 Software Services and State-Of-The-Art-Software Products #InnovatedInCluj 1
Slide 2: Disclaimer
Disclaimer This presentation is not, and nothing in it should be construed as, an offer, invitation, inducement or recommendation in respect of shares issued by AROBS Transilvania Software S.A. (“AROBS”), or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy AROBS s
Slide 3: Contents
Contents We are European by birth, International by Culture 1. AROBS Group at a glance 2. 9M 2025 consolidated financial results 3. 2025 Budget 4. AROBS on BVB 5. Annex: Software services and products covered by the Group 3 arobs.com
Slide 4: AROBS Group At a Glance
AROBS Group At a Glance 4 arobs.com
Slide 5: AROBS Group
AROBS Group 25+ YEARS OF BUSINESS 11.000 CLIENTS in Northern EMPLOYEES AND TURNOVER (2024): EXPERTISE America, Europe and Asia COLLABORATORS: 1300+ EUR 82.8 m Software Services • Leading software services and software products provider. End-to-end software development • 12 local + 10 international b
Slide 6: AROBS for Investors
AROBS for Investors AROBS IS SUPPORTED BY EBRD (European Bank Entrepreneurial mindset with the transparency For Reconstruction And Development) and governance of a listed company • AROBS, the Largest Technology Company Listed on the Bucharest Stock Exchange • Its market capitalization exceeds the co
Slide 7: Technology made in Romania, delivered globally
Technology made in Romania, delivered globally Approx. 70% of its revenues are generated outside Romania, mainly from clients in the United States and Europe, reflecting the Group’s strong international footprint and long-term commercial relationships. 7 arobs.com
Slide 8: Evolution per business segment
Evolution per business segment Turnover: RON 460 m +11% vs. 2024 Software Services: 72% +11% vs. 2024 2025* 23% Software Products 5% Integrated Systems Turnover: RON 415 m -3% vs. 2023 Software Services: 79% 2024 19% Software Products 2% Integrated Systems Turnover: RON 427 m +43% vs. 2022 Software
Slide 9: M&A activity 2021-2025
M&A activity 2021-2025 • Between 2021 and 2024, AROBS invested EUR 42 m in 10 M&A transactions. The Group used a mix of raised capital – EUR 15 m (36%) from investors through a private placement in October 2021, bank financing – EUR 19.5 m (46%) and own resources EUR 7.5 m (18%). • In 2025, AROBS si
Slide 10: Long-term strategy anchored on four key pillars
Long-term strategy anchored on four key pillars Leveraging technology opportunities – AI, data M&A expansion engineering and cybersecurity Organic expansion in EU/USA Integration & Streamlining of through Group entities customer proximity 10 arobs.com
Slide 11: 9M 2025 Consolidated Financial Results
9M 2025 Consolidated Financial Results The consolidated financial statements presented on the following slides have been prepared in accordance with IFRS. The preliminary consolidated financial statements as of September 30, 2025 are unaudited. The financial figures presented in the descriptive part
Slide 12: AROBS' M&As in 2025
AROBS’ M&As in 2025 In 2025, AROBS signed three M&A transactions that strengthen its existing capabilities, expand access to new market segments, and contribute to the Group’s geographic footprint expansion. ➢ March 2025 – SVT Electronics Signing the acquisition of SVT Electronics, a Romanian compan
Slide 13: Software Services in 9M 2025
Software Services in 9M 2025 ➢ Continued investments and focus on emerging technologies: AI, cybersecurity, big data, automotive engineering, and embedded systems. ➢ M&A subsidiaries recorded a RON 30m increase in turnover, driven primarily by the strong contributions of Arobs Engineering Group, Inf
Slide 14: Software Products in 9M 2025
Software Products in 9M 2025 The business segment contributed 22% to Group revenues in 9M 2025, with segment turnover up 26% vs. 9M 2024; the 2025 acquisition, SVT Electronics, has been reflected in results since May. The evolution of SVT Electronics and TrackGPS defines the segment’s performance, w
Slide 15: Integrated Systems in 9M 2025
Integrated Systems in 9M 2025 ➢ The segment recorded a turnover of RON 32m in the first nine months of 2025, supported by the ongoing project with the National House of Public Pensions, signed at the end of 2024 and currently under implementation. ➢ We remain actively involved in national digitaliza
Slide 16: 9M 2025 Consolidated Results
9M 2025 Consolidated Results • Turnover increased by 7% YoY, supported by strong performance in 9M 9M the Software Products and Integrated Systems segments. REVENUE STATEMENT (RON m) 2025 2024 YoY % Actual Actual Turnover: 328 306 7% • Software Products segment grew by 26% YoY. Software services rev
Slide 17: 9M 2025 Turnover geographical distribution
9M 2025 Turnover geographical distribution Other 6% Country Turnover (RON m) Romania 105 USA 22% Europe excl. Romania 131 Europe (except USA 74 Romania) 40% Other 19 Total 328 • The revenues generated outside Romania are providing stability and diversification against economic cycles. Romania 32% 17
Slide 18: 9M 2025 EBITDA
9M 2025 EBITDA 9M 9M REVENUE STATEMENT (RON m) 2025 2024 YoY % Actual Actual Gross result 90 84 7% • EBITDA, amounted to RON 50m, compared to RON 43m in 9M 2024. Sales and Marketing expenses (19) (15) 27% General and Administrative • Increase in EBITDA by 15% in 9M 2025 compared to 9M 2024 is due ex
Slide 19: Quarterly evolution – Turnover & Expenses
Quarterly evolution – Turnover & Expenses • Quarterly turnover has a positive trend compared to last year, influenced by: RON m Q1 2025 Q2 2025 Q3 2025 Q1 2024 Q2 2024 Q3 2024 • the seasonality of projects within the Integrated Systems segment Turnover 119 96 113 105 101 100 • increase in Software S
Slide 20: 9M 2025 Organic & M&A performance
9M 2025 Organic & M&A performance 9M 2025 9M 2024 • M&A category recorded a turnover of RON 148m in 9M RON m 2025 (vs. RON 109m in 9M 2024), an increase of RON Organic M&A Total Organic M&A Total 39m YoY, supported by Turnover: 180 148 328 197 109 306 • the sustained performance of previously acquir
Slide 21: 9M 2025 Software Services Performance
9M 2025 Software Services Performance 9M 9M Software Services Performance(RON • Software Services revenue decreased by 9% YoY, m) 2025 2024 YoY % impacted by project delays and anticipated lower Actual Actual demand in the Automotive sector. Software services revenue 224 246 -9% Cost of sales from s
Slide 22: 9M 2025 Software Products Performance
9M 2025 Software Products Performance • Software Products revenue increased by 26% YoY, Software Products 9M 9M reaching RON 72m, driven by strong demand for fleet 2025 2024 YoY % Performance(RON m) Actual Actual management, business optimization, and HR solutions. Software products revenue 72 57 26
Slide 23: 9M 2025 Integrated Systems Performance
9M 2025 Integrated Systems Performance • Integrated Systems revenue reached a remarkable YoY Integrated Systems Performance (RON m) 9M 2025 9M 2024 YoY % growth, driven by the execution of large-scale public sector projects. Integrated systems revenue 32 3 967% • Cost of sales increased significantl
Slide 24: 9M 2025 Sales and Marketing expenses
9M 2025 Sales and Marketing expenses • Sales and marketing expenses increased by RON 4m in 9M 2025 compared to 9M 2024, mainly due to: • the investment in a Greenfield company aimed at strengthening the sales force in the U.S. market • the impact of the newly acquired companies in 2024 and 2025 24 a
Slide 25: 9M 2025 General & Administrative Expenses
9M 2025 General & Administrative Expenses • G&A expenses registered an increase of RON 2m in 9M 2025 compared to 9M 2024, due to: • the expenses of the newly acquired companies 1.2 mil RON • the consulting expenses related to M&A transactions 1.2 mil RON • the amortization expenses of customer relat
Slide 26: 9M 2025 Consolidated Balance Sheet
9M 2025 Consolidated Balance Sheet Balance sheet indicators 30.09.2025 31.12.2024 Variation (RON m) AROBS Group AROBS Group % Fixed assets, of which: 344 286 21% • Solid cash position of RON 207m at the end of 9M 2025, Goodwill 164 111 47% despite a net decrease of RON 53m versus year-end 2024, Cust
Slide 27: 2025 Budget
2025 Budget 27 arobs.com
Slide 28: 2025 Consolidated Revenue & Expense Budget
2025 Consolidated Revenue & Expense Budget Profit and Loss Account (RON m) 2025 Budget Turnover: 460 Revenue from software services 333 • In 2025, AROBS focused on the integration of Group Revenue from software products 105 entities to optimize resources, enhance collaboration, and increase the valu
Slide 29: AROBS on BVB
AROBS on BVB 29 arobs.com
Slide 30: Key investment highlights
Key investment highlights LISTING RESEARCH VENUE COVERAGE As of September 25, 2023, AROBS shares are traded on the Main Market, Premium Category. • Largest IT company listed on the Bucharest Stock Exchange • Organic expansion in the EU and USA through customer in terms of capitalization, offering li
Slide 31: AROBS shareholding
AROBS shareholding The company has 8,000+ shareholders, with a solid base of retail investors and institutional appetite given the sectorial diversification. In July 2024, AROBS raised EUR 28,7 m from investors through a share capital increase operation, which will support the continuation of AROBS'
Slide 32: AROBS share performance & liquidity
AROBS share performance & liquidity Market overview • AROBS Transilvania Software remains the largest Romanian-owned technology company listed on the Bucharest Stock Exchange, in the Premium category. Visibility and trading quality are supported by a dual Issuer Market Maker programme operated by Ra
Slide 33: Organizational Structure
Organizational Structure 33 arobs.com
Slide 34: Board of Directors
BOARD OF DIRECTORS Voicu Oprean Mihaela Cleja Aurelian Deaconu Ioan Nistor Răzvan-Florin Olosu-Ittu Chairman and CEO Non-Executive Member Executive Member Independent Member Independent Member 34 arobs.com
Slide 35: Annex
Annex 35 arobs.com
Slide 36: Main Industries
Main Industries SOFTWARE SERVICES RETAIL MEDICAL AUTOMATION DEVICES CYBERSECURITY AEROSPACE FINTECH ENGINEERING ENTERPRISE EMBEDDED BIOMEDICAL SOLUTIONS SYSTEMS MEDIA & RIGHTS TRAVEL MANAGEMENT TECHNOLOGY AUTOMOTIVE MARINE LIFE SCIENCES OFFICE AUTOMATION ENGINEERING IoT 36 arobs.com
Slide 37: Specialized in Embedded Systems with Highest Security Requirements
We are Specialized in Embedded Systems that Deliver Performance with the Highest Security Requirements EMBEDDED FOR MEDICAL DEVICES AEROSPACE MARINE AUTOMOTIVE EMBEDDED FOR EMBEDDED EMBEDDED FOR CONSUMER IOT & INDUSTRIAL SYSTEMS FOR DOMOTICS ELECTRONICS IOT SMART CITY (SMART HOME) 37 arobs.com
Slide 38: Automotive
Automotive 15+ YEARS OF EXPERIENCE TEAM - International professionals in AUTOMOTIVE COUNTRIES WE WORK WITH Romania, Germany, France, China, Japan, USA 2021 Supplier of the Year Award for Engineering Services offered by Continental 38 arobs.com
Slide 39: Travel & Hospitality
Travel & Hospitality 24+ YEARS OF BUSINESS EXPERTISE PROJECTS - 14 long-term projects finished, 9 complex ongoing projects CLIENTS - 6 major market leaders as clients TEAM - 110+ experts in the highest technologies 39 arobs.com
Slide 40: Cybersecurity
Cybersecurity 15+ YEARS OF EXPERIENCE SOLUTIONS Business continuity & asset protection-oriented solutions TEAM Collaborative teams with rigorous information security and cybersecurity NATIONAL & INTERNATIONAL COLLABORATIONS SPECIALIZATION & APPROACHES With over 50 accredited certifications, AROBS te
Slide 41: Life Sciences
Life Sciences Clinical Trials Medical Devices Biomedical Engineering 20+ COMPLETED PROJECTS – on long-term collaboration EXPERTS – that generate solutions that impact millions of end-consumers 5+ ONGOING PROJECTS and more to come 41 arobs.com
Slide 42: IoT
IoT 12+ YEARS OF EXPERIENCE - Collaboration with major companies in the industry from Italy and France PROJECTS - 20 projects finished during our collaborations, - 5 projects in progress COMPETENCIES - Software solutions that impact thousands of people that use our applications in their homes or office
Slide 43: Enterprise Solutions
Enterprise Solutions 20+ YEARS OF EXPERIENCE COUNTRIES WE WORK WITH USA, Germany, UK, Norway, Finland, Netherlands APPROACHES Java, .Net, PHP, Node.js TECHNOLOGIES Big Data & Elasticsearch, CICD & continuous monitoring, Cloud native (AWS, Azure, Docker), High availability & scalability, Modern UI fr
Slide 44: Financial Services
Financial Services 20+ YEARS OF EXPERIENCE PRODUCTS User-oriented fintech products TEAM - Collaborative teams with rigorous information security and cybersecurity standards INTERNATIONAL COLLABORATIONS TECHNOLOGIES & APPROACHES Blockchain, Angular 8/10, Reactive Programming - RxJS, Responsive Web Des
Slide 45: AROBS AI-Powered Solutions and Products
AROBS AI-Powered Solutions and Products YEARS OF EXPERIENCE 25+ In software engineering excellence and cross-sector business knowledge SOLUTIONS & PRODUCTS Focused on measurable performance improvements TEAM Collaborative teams with rigorous information security and cybersecurity standards INTERNATI
Slide 46: Research And Development
Research And Development 10+ YEARS OF EXTENSIVE EXPERIENCE -in research and development for: AUTOMOTIVE TELECOMMUNICATIONS LOW EARTH ORBIT COMMUNICATION We use methods identical to scientific research, but we're oriented toward business results and with broad predictions of commercial success in B2C
Slide 47: Intelligent Automation: AI, RPA, ML, Low Code
Intelligent Automation: AI, RPA, ML, Low Code Enterprise Citizen Discovery Development • Intelligent Automation specialization of 100+ specialists located in Romania, the Netherlands, Belgium, Germany, and the UK. Enterprise Process Automation Excellence • The latest RPA (UiPath, Microsoft, Celonis,
Slide 48: Telematics & Fleet Management
Telematics & Fleet Management • A portfolio of +11.000 customers. • +110.000 monitored vehicles. • LEADER of the Romanian market. • Top 5 in Central & Eastern Europe, following the acquisition, by AROBS, of SAS Grup – now SASFleet Tracking - in Romania and Skyshield Hungary 48 trackgps.ro
Slide 49: HR Management Solutions
HR Management Solutions • True HR for personnel management, recruitment, performance evaluation, time keeping, training, organizational charts, reporting, career planning. • dpPayroll for payroll calculation, staff cost analysis, and employee data reporting. 49 truehr.ro
Slide 50: Business Optimization Solutions
Business Optimization Solutions Sales and distribution Complex tools for business automation, warehouse administration. inventory management, TMS systems, business intelligence software. 50 arobs.com
Slide 51: ir@arobsgroup.com
Investor Relations e-mail address: ir@arobsgroup.com arobs.com