Rolls-royce Holdings Plc · LSE:RR.
Rolls-royce — Investor Day (June 2026)
15 slides from Rolls-royce's investor day presentation, June 2026
Slide 1: Power Systems Teach-In
POWER SYSTEMS TEACH-IN June 2026
Slide 2: Safe Harbour Statement
SAFE HARBOUR STATEMENT This announcement contains certain forward-looking statements. These forward-looking statements can be identified by the fact that they do not relate only to historical or current facts. In particular, all statements that express forecasts, expectations and projections with re
Slide 3: Meet the Team
MEET THE TEAM Jörg Stratmann CEO and Chairman of the Board of Rolls-Royce Andreas Strecker Power Systems AG Petar Pelemis CFO Rolls-Royce SVP Strategy & Product Power Systems AG Management Power Systems AG © 2026 Rolls-Royce. Not Subject to Export Control 3
Slide 4: Power Systems - Our Story
POWER SYSTEMS - OUR STORY We have provided innovative power solutions for over 110 years ATTRACTIVE DIFFERENTIATED SIGNIFICANT GLOBAL STRONG FINANCIAL GROWTH PRODUCTS & FOOTPRINT & PERFORMANCE & MARKETS TECHNOLOGIES PRESENCE OUTLOOK Well-positioned in diversified Best-in-class power and Strengthenin
Slide 5: Power Systems - End Market Exposure
POWER SYSTEMS - END MARKET EXPOSURE Resilient business model in attractive growth markets Revenue split (2025) POWER GENERATION GOVERNMENTAL MARINE INDUSTRIAL BESS 3 £4,892m DATA CENTRES ( 80%+1 ) LAND VEHICLES YACHTS RAIL UTILITY Power Gen 54% Governmental 25% Marine 10% Industrial 9% CRITICAL INFR
Slide 6: Power Gen: Energy Infrastructure for Data Centres
(1) POWER GEN: ENERGY INFRASTRUCTURE FOR DATA CENTRES Rolls-Royce is uniquely positioned to help hyperscalers with their future power demands 1 Power Systems Rolls-Royce SMR Backup power Flexible solutions Diesel gensets Battery Energy Storage Systems (BESS) Prime power Future prime power Gas genset
Slide 7: Power Gen: Capturing Data Centre Growth
(1) POWER GEN: CAPTURING DATA CENTRE GROWTH Our core market is data centre back-up power driven by strong growth in computing power Market driver – DC backup power 1 Genset System c.20% pa 36GW 22GW 2023 2025 2030E Competitive advantage • Reliability and start up time Customer Sales partners and dis
Slide 8: Governmental: Land and Naval Growth
(2) GOVERNMENTAL: LAND AND NAVAL GROWTH Supported by an increase in global defence spending Market driver - EU NATO Defence spend1 Land | engines and PowerPack Naval | engines and systems +13% pa ~$950-1,000bn $515bn $379bn 2023 2025 2030E German frigate and UK type 45, Defence budgets Platforms Leo
Slide 9: Power Systems - Global Footprint
POWER SYSTEMS - GLOBAL FOOTPRINT Growing capacity to capture global growth opportunities Current operations footprint Capacity expansion • 100% capacity increase in Power Gen; Liège Friedrichshafen (HQ); 150% in Governmental 2022-2028 Mankato D-UPS systems Engine production Detroit (HQ US) System as
Slide 10: Significantly Improved Financial Performance
SIGNIFICANTLY IMPROVED FINANCIAL PERFORMANCE A step-change in Power Systems performance over the past three years OPERATING PROFIT TRADING CASH REVENUE TCC / GM AND OPERATING MARGIN FLOW 1.5x 3x 4x £4.9bn £0.9bn £0.7bn £4.3bn £4.0bn £3.3bn £0.6bn £0.5bn £0.5bn 17% £0.4bn £0.3bn 13% £0.2bn 10% 8% 202
Slide 11: Mid-Term Targets Underpinned by Strategic Initiatives
MID-TERM TARGETS UNDERPINNED BY STRATEGIC INITIATIVES Expanding earnings and cash potential 2025-2028 Power Systems operating profit improvement and operating margin target Strategic initiatives 18-20% • Power generation Strengthen position with increased profitability in a growing market • Governme
Slide 12: Investment for Future Growth
INVESTMENT FOR FUTURE GROWTH Securing growth through innovation in core and future technologies Next Methanol generation Future carbon- Series 4000 neutral propulsion systems for marine 20% higher power applications using density than methanol as fuel Series 4000 3D print Hybrid 3D-printing of solut
Slide 13: Key Messages
KEY MESSAGES STRONG DISCIPLINED RESILIENT BUSINESS EXPANDING GROWTH INVESTMENTS MODEL OPERATING MARGIN Well-positioned in in our future through diverse end with focus on attractive growth competitiveness to markets and product efficient and profitable markets enable further growth portfolio growth ©
Slide 14: Appendix
Appendix © 2026 Rolls-Royce. Not Subject to Export Control
Slide 15: Engine Platform Overview
ENGINE PLATFORM OVERVIEW S2000 and S4000 are key volume drivers across all applications Product platform Power range Fuel type POWER GEN GOVERNMENTAL MARINE INDUSTRIAL Diesel S1600 200 – 1,000kW incl. e-fuels Diesel S2000 500 – 2,000kW incl. e-fuels Diesel & Gas S4000 750 – 4,300kW incl. e-fuels Die