Mbb Se · XETR:MBB

Mbb — Q2 2026 Earnings Presentation

15 slides from Mbb's earnings presentation, Aug 13, 2026

  1. Slide 1: Q2 2026 Results

    Q2 2026 Results MBB SE 13 August 2026

  2. Slide 2: MBB offers long-term succession solutions to sustainable Mittelstand companies

    MBB offers long -term succession solutions to sustainable Mittelstand companies Family business Founded in 1995 and family -owned for the long term Capital Markets Extraordinary growth and value creation potential due to capital market access Long -term focus Long -term investment horizon without in

  3. Slide 3: MBB focusses on its core businesses with the acquisition of CT Formpolster by Nexeras

    MBB focusses on its core businesses with the acquisition of CT Formpolster by Nexeras 100% of shares sold Rationale Profile Focus on existing businesses Specialised on successions Capacity for M&A Former MBB CEO Dr. Constantin Mang & Dr. Christian Theurer are behind Nexeras 3

  4. Slide 4: H1 2026 was marked by significant margin expansion and strong profitability growth

    H1 2026 was marked by significant margin expansion and strong profitability growth Revenue Adj. EBITDA 14.1% 21.8% -2% 546 536 53% 117 76 H1 2025 H1 2026 H1 2025 H1 2026 in €m in €m 4

  5. Slide 5: Q2 2026 contributed disproportionately to the top- and bottom-line

    Q2 2026 contributed disproportionately to the top - and bottom -line Revenue Adj. EBITDA 16.4% 25.1% +5% 299 285 62% 75 46 Q2 2025 Q2 2026 Q2 2025 Q2 2026 in €m in €m 5

  6. Slide 6: The energy transition and IT security are the driving forces behind Vorwerk and DTS

    The energy transition and IT security are the driving forces behind Vorwerk and DTS Energy infrastructure for the energy transition IT security for the German Mittelstand Good hiring, strong execution and contributions from Temporary top -line softness amid semiconductor supply JVs lifted Q2 EBITDA

  7. Slide 7: Strong profitability at Aumann and Delignit despite muted automotive demand

    Strong profitability at Aumann and Delignit despite muted automotive demand Automation solutions for E -mobility System solutions from ecological raw materials Q2 marked by continued investment restraint by Very strong Q2 revenue and EBITDA growth primarily automotive OEMs while Next Automation deli

  8. Slide 8: Mixed consumer demand and raw material price volatility impact Hanke and CTF

    Mixed consumer demand and raw material price volatility impact Hanke and CTF Tissue products Mattresses for e -commerce Healthy Q2 revenue growth and solid profitability as Solid Q2 improvement in revenue and profitability new converting capacities gradually ramp -up despite a mixed market environme

  9. Slide 9: MBB recently increased 2026 profitability guidance to 18-20% EBITDA margin

    MBB recently increased 2026 profitability guidance to 18 -20% EBITDA margin Revenue Adj. EBITDA 18.6% 18 -20% 1,170 1,100 -1,200 217 2025 Guidance 2025 Guidance 2026 2026 in €m in €m 9

  10. Slide 10: MBB's balance sheet remains rock-solid

    MBB’s balance sheet remains rock -solid Balance sheet as at 30 June 2026 in €m 1,534 1,534 412 Fixed assets** (27% ) 1,037 Equity Current assets** 291 (68% ) (19% ) 830 (54%) Cash* thereof 61 Financial liabilities € 432 m net cash 769 (4% ) in MBB SE Net Cash 435 Other liabilities (28% ) Assets Equi

  11. Slide 11: Exceptional value but not expensive

    Exceptional value but not expensive Sum -of-the -parts in €m and €/share* 81 € 536 Friedrich Vorwerk Current share price 18 3 € 68 Net Cash NAV Delignit 14 ∼ 1.3 bn € 19 7 € Holding 432 Private Portfolio 0€ up to 24 0 € Current NAV * Cash and shareholdings as of 30.06.2026, Market Caps as of 13.08.2

  12. Slide 12: Questions & Answers

    Questions & Answers 12

  13. Slide 13: Contact

    Contact MBB SE Kurfürstendamm 188 D-10707 Berlin Tel : + 49 30 84415 330 Fax : + 49 30 84415 333 Mail: ir@mbb .com Web : www .mbb .com 13

  14. Slide 14: Disclaimer

    DISCLAIMER By accessing this document, you agree to abide by the limitations set out hereafter. The information contained in this docume nt relating to MBB SE ("MBB" or the "Company") may not be redistributed, reproduced, published, or passed on to any other person and must not be relied upon for an

  15. Slide 15: MBB.COM

    MBB.COM

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