R&s Group Holding Ag Pref Class A · SIX:RSGN
R&s Group Holding Ag Pref Class A — R&S Group — Baader Swiss Equities Conference 2026
22 slides from R&s Group Holding Ag Pref Class A's conference presentation, Jan 14, 2026
Slide 1: R&S Group Investor Presentation
R&S Group Investor Presentation Baader Swiss Equities Conference, Bad Ragaz 14 January 2026
Slide 2: Disclaimer
3 Disclaimer This presentation contains certain forward-looking statements. Such forward-looking statements reflect the current views of management and are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause actual results, performance or achievements of t
Slide 3: Company representatives
5 Company representatives Matthias P. Weibel Doris Rudischhauser Group CFO Investor Relations Officer
Slide 4: Table of contents
6 Table of contents 1 Introduction 2 Update on focus topics 3 Guidance 4 Q&A
Slide 5: Introduction
Introduction
Slide 6: Borders between power generation, grid distribution and consumption starting to mix
Introduction ¦ Market 8 Borders between power generation, grid distribution and consumption starting to mix Excerpt from the Economist, 28 July 2025: “The scarcity of chips and data- centre hardware, including transformers and switching equipment, has led to sharply increased prices and extended del
Slide 7: Strong secular market tailwinds and massive replacement requirement
Introduction ¦ Market 9 Strong secular market tailwinds and massive replacement requirement Secular tailwinds… Increase of global population Continued expansion of installed Increase of economic activity power generation capacity (GW) per region Changing consumer behavior Increased access to electri
Slide 8: The transformer market is at an inflection point for growth
Introduction ¦ Market and products 10 The transformer market is at an inflection point for growth The critical importance of the grid requires use of transformers across stages of electricity transmission & distribution: The need for transformer capacity is therefore ~3x higher than power generation
Slide 9: Footprint, product portfolio and skills set
Introduction ¦ R&S Group presence 11 Footprint, product portfolio and skills set Footprint covering key countries in Western / Product portfolio – key products Central Europe R&S Group Distribution Power Cast resin Instrument transformers transformers transformers transformers Kyte core market Up to
Slide 10: Update on focus topics
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Slide 11: Transformation towards an integrated company
13 Update on focus topics¦ R&S Group strategic focus areas Transformation towards an integrated company Group Executive Committee supported by strong Group functions ➢ 8-12 % net organic sales growth over the cycle (2025 – 2027) Mid-term ➢ 19-21% EBITDA margin over the cycle targets ➢ Stable dividen
Slide 12: Focus topics in 2025
Update 14 Focus topics in 2025 ▪ Continue on positive business momentum based on current backlog and good market demand ▪ Further drive Operational Excellence in all the plants (process and cost optimizations), esp. @Kyte ▪ Ramp-up Bochnia without compromising quality (✓) ▪ Progress on the new green
Slide 13: Ongoing progress at Kyte Powertech
Update 15 Ongoing progress at Kyte Powertech ▪ Formal integration successfully concluded ✓ ▪ Workforce strengthened: - New local COO ✓ - Project Lead for Operational Excellence ✓ ▪ Integration of operational functions like manufacturing and quality to be deployed further ▪ Productivity in operations
Slide 14: Ongoing progress at Bochnia
Update 16 Ongoing progress at Bochnia ▪ Delays in ramp-up due to late machine deliveries and workforce development resulting in time lag of customer certifications. ▪ Capacity ramp up - Planned monthly run-rate without compromising quality ✓ - ISO 9001 certification received ✓ Capacity ▪ Sales ramp
Slide 15: New greenfield for Power Transformers progressing
Update 17 New greenfield for Power Transformers progressing New factory visualization New plant in Lodz: ▪ Greenfield project for power transformers on track ▪ Ground-breaking ceremony on 21 November 2025 ✓ ▪ Start of operations planned for Q4 2026 ▪ Doubling of output ▪ Project risk mitigation meas
Slide 16: Guidance
Guidance
Slide 17: R&S continues to deliver profitable growth. 2026 as Year of Investment
Guidance 19 R&S continues to deliver profitable growth. 2026 as “Year of Investment”. Mid-term outlook*) Commentary • Mid-term organic growth rate over the cycle. • Intact trends from continuing global electrification demand, decarbonization, decentralization and aged grids. Net sales growth 8%-12%
Slide 18: Q&A
Q&A Thank you for your attention. We are now happy to answer your questions.
Slide 19: Shareholder information
Shareholder information
Slide 20: Analyst Coverage
23 Analyst Coverage Institution Name Rating Price Target - Berenberg Patrick Laager, Patrick.Laager@berenberg.com Buy CHF 35.00 - Kepler Cheuvreux Hans-Joachim Heimbürger, hheimburger@keplercheuvreux.com Hold CHF 20.00 - Octavian Alessandro Foletti, alessandro.foletti@octavian.ch Hold CHF 26.50 - OD
Slide 21: Financial calendar | Contact
24 Financial calendar | Contact Financial Calendar Trading update full-year 2025 5 March 2026 Full-year 2025 results 8 April 2026 Annual General Meeting 7 May 2026 Trading update half-year 2026 5 August 2026 Half-year 2026 results 16 September 2026 Contact Investor and Media Relations Doris Rudischh
Slide 22: We guarantee energy
“_—s R&S We guarantee energy