Slide 1: Earnings Call Q1 2026
Earnings Call Q1 2026 Aumann AG 12 May 2026
Slide 2: Aumann is a leading manufacturer of automation solutions and robotics applications
Aumann is a leading manufacturer of automation solutions and robotics applications Fully automated production lines for international customers Strategic focus on E-mobility… Predicted global EV* market shares in % Emissions Regulations ICE >75% Lower Operating Costs >55% EV 28% 2024A 2030FC 2035FC
Slide 3: Unique range of solutions tailored to the requirements of electromobility
Unique range of solutions tailored to the requirements of electromobility Modular solutions Process solutions Turnkey solutions up to 10 m2 per cell up to 600 m2 up to 16.000 m2 Aumann competences Converting Assembly Winding Joining Automation Industry 4.0 3
Slide 4: E-mobility success through innovation and strategic M&A
Aumann’s journey in the E-mobility segment E-mobility success through innovation and strategic M&A E-MOTOR TECHNOLOGY (M&A) INVERTER LEADER TARGET BATTERY BATTERY CELL MARKET MODULE & PACK (M&A) 4
Slide 5: Electromobility comes to life on Aumann's production lines
Electromobility comes to life on Aumann’s production lines Electric Drive Unit Stator Rotor Electronics Sensors Inverter Battery Control System Energy Storage Fuel Cell Battery Cell Battery Module Battery Pack 5
Slide 6: BEV's are expected to make up two thirds in 2035
BEV’s are expected to make up two thirds in 2035 BEV sales of selected regions Predicted Global EV Market Share in million units market shares in % 30% 13.7 10.5 +33% 9.0 6.7 26% 66% 0% 41% 2.2 1.8 1.2 1.2 15% 2024A 2030FC 2035FC 2024 2025 BEV PHEV ICE Quelle: PWC, ACEA, BCG 6
Slide 7: Next Automation segment focusing on further growth areas
Aumann’s ambitions outside automotive in the Next Automation segment Next Automation segment focusing on further growth areas TECHNOLOGY NEXT INNOVATOR AEROSPACE AUTOMATION GROWTH AREAS CLEAN TECH LIFE SCIENCES OUTSIDE AUTOMOTIVE 7
Slide 8: Key progress across Next Automation
Key progress across Next Automation ▪ AEROSPACE: In the aviation sector, Aumann secured first orders supporting civil aircraft production ramp-ups while in Aerospace the defense sector, Aumann is offering integrated drone assembly lines from motor, battery pack, final assembly to EOL testing ▪ CLEAN
Slide 9: Financial Performance Q1 2026
Financial Performance Q1 2026
Slide 10: Financial Performance Q1 2026 Key figures
Financial Performance Q1 2026 Key figures ▪ Revenue decreased from €60.5 million to €37.3 million resulted from a lower order intake in 2024 and 2025 €37.3 million Revenue ▪ EBITDA margin at previous years’ level, despite decline in revenue, and currently above the full-year guidance 10.8% EBITDA ma
Slide 11: Revenue decline attributable to the E-mobility segment
Revenue decline attributable to the E-mobility segment Revenue E-mobility revenue in € million in € million -38% -45% 60.5 51.0 Segment share 37.3 51.0 28.0 28.0 75.0% 9.5 9.3 25.0% 3M 2025 3M 2026 3M 2025 3M 2026 E-mobility Next Automation Not shown effects from reconciliation 11
Slide 12: Profitability continues to be resilient despite revenue headwinds
Profitability continues to be resilient despite revenue headwinds EBITDA E-mobility EBITDA in € million and in % of revenue in € million and in % of revenue 10.9% 10.8% 12.2% 13.3% 6.6 6.2 4.0 3.7 6.2 3.7 1.4 1.0 3M 2025 3M 2026 3M 2025 3M 2026 E-mobility Next Automation Not shown effects from recon
Slide 13: Next Automation achieves solid start to the year and strengthens order book
Next Automation achieves solid start to the year and strengthens order book Order intake Order backlog in € million in € million -33% -31% 51.3 173.4 Segment Segment share share 34.4 119.5 135.2 42.8 15.0 43.7% 62.0 51.8% 19.4 56.3% 57.6 48.2% 38.3 8.5 3M 2025 3M 2026 Mar 2025 Mar 2026 E-mobility Ne
Slide 14: E-mobility profitability remains robust despite ongoing market challenges
E-mobility profitability remains robust despite ongoing market challenges in € million 3M 2025 3M 2026 Order intake 42.8 15.0 Order backlog 135.2 62.0 Revenue 51.0 28.0 EBITDA 6.2 3.7 Order intake affected by volatile political and economic conditions, tariffs, and subdued automotive investment clim
Slide 15: Next Automation segment delivers tangible results from strategic realignment
Next Automation segment delivers tangible results from Aumann’s strategic realignment in € million 3M 2025 3M 2026 Order intake 8.5 19.4 Order backlog 38.3 57.6 Revenue 9.5 9.3 EBITDA 1.4 1.0 Segment focus on clean tech, aerospace and life sciences with strong progress Order intake up 128% YOY to €1
Slide 16: Strong financial position supports acquisitions and further diversification
Strong financial position supports acquisitions and further diversification in Next Automation Balance sheet as of 31 March 2026 in € million 289 289 Net cash position Non-current assets* 77 €144.2 million 197 Equity Current assets* 64 (68.3%) Solid equity ratio Cash 148 68.3% €144 million Net cash
Slide 17: Resilient and profitable guidance for 2026
Resilient and profitable guidance for 2026 Revenue EBITDA in € million in € million and in % of revenue 7.1% 11.5% 13.8% 6-8% 312.3 289.6 35.8 28.2 204.0 20.6 160 2023 2024 2025 2026 2023 2024 2025 2026 Guidance Guidance 17
Slide 18: Summary
Summary Turnkey Profitable Long term Growing Production Asset-light Partnership Markets & Solutions Business model & Experience Expansion Solid Great Highly Financials Liquidity skilled engineers 18
Slide 19: Financial Calendar 2026
Financial Calendar 2026 Interim Statement Q1 2026 and Earnings Call 12 May 2026 Half-Year Financial Report 2026 and Earnings Call 14 August 2026 Montega Hamburg Investor Days (Hamburg) 26 August 2026 Annual General Meeting 2026 28 August 2026 Berenberg & Goldmann Sachs German Corporate Conference (M
Slide 20: Aumann AG
Aumann AG Dieselstrasse 6 48361 Beelen Germany Investor Relations Tel +49 2586 888 7800 Fax +49 2586 888 7805 ir@aumann.com www.aumann.com
Slide 21: Disclaimer
Disclaimer The presentation, including any printed or electronic copy of these slides, the talks given by the presenters, the information communicated during any delivery of the presentation and any question and answer session and any document or material distributed at or in connection with the pre