Nagarro Se · XETR:NA9
Nagarro — Shareholder Meeting (June 2026)
17 slides from Nagarro's shareholder meeting presentation, Jun 29, 2026
Slide 1: Management Presentation
Management Presentation Nagarro SE —- Annual General Meeting — Munich, 29 June 2026
Slide 2: A look back at 2025
CVS) nagarro Alook back at 2025 Nagarro delivered operational resilience in 2025 and positioned itself for the Al era 01 02 03 2025 performance Client satisfaction Al strategy Revenue, gross profit, and operating High CSAT and NPS demonstrate Advisory-led approach supported by cash flow increased in
Slide 3: 2025 performance
NS) nagarro 01 2025 performance Revenue growth and gross margin expansion highlight resilient business model in a tempered demand environment
Slide 4: 2025 at a glance
C9) nagarro 2025 ata glance Revenue growth, improved gross margin and high client trust in a tempered demand environment EUR 999.3m EUR 321.3m 32.2% Revenue Gross profit Gross margin +2.8% reported; +6.1% constant currency +8.6% year over year +1.7pp vs. 2024 EUR 138.2m 93.4% 68 Adjusted EBITDA* CSA
Slide 5: Financial performance: growth with sharper execution
C9) nagarro Financial performance: growth with sharper execution Revenue approached EUR 1 billion; gross profit and operating cash flow improved year over year 2025 2024 YoY Revenue Pe 999.3 972.0 +2.8% Gross profit fC 321.3 2958 +8.6% Adjusted EBITDA FP 138.2" 1475 6.3% Operating cash flow Pl 102.8
Slide 6: Revenue mix: diversified geographies & industries
C9) nagarro Revenue mix: diversified geographies & industries Geographic and industry diversification remain core to resilience and selective growth Revenue by geography Revenue by industry 4% Telecom, Media and Entertainment 5% Horizontal Tech 25% Rest of World North America 7% : Automotive, Mfg En
Slide 7: Balance sheet
C9) nagarro Balance sheet Maintaining a healthy net leverage ratio, improving cash from operating activities Net liability €m Cash flow €m Net leverage alae iors Net liabilities 191.5 257.5 Lease liabilities ania = - a7 ‘ ee “16.8 -22.1 Financial liabilities 32 -136.2 Cash -124.6 -192.6 Dec 31, Dec
Slide 8: Share buyback
C9) nagarro Share buyback Share buyback based on the authorizations granted by the Annual General Meetings on October 30, 2020, and June 30, 2025 [ Tranche 1 } SCOPE FINANCIAL FRAMEWORK PERIOD 684,384 ~EUR 50m Feb. 06, 2025 — treasury shares / approximately 4.97% excluding ancillary purchasing costs
Slide 9: Share capital reduction
C9) nagarro Share capital reduction Redemption of treasury shares and corresponding reduction of share capital BEFORE 13,775,985 shares EUR 13,775,985 share capital AFTER 12,922,297 shares EUR 12.922.297 share capital
Slide 10: Client satisfaction
NS) nagarro 02 Client satisfaction Client relationships are key to our strategy 10
Slide 11: Client trust remains a differentiator
CVS) nagarro Client trust remains a differentiator High satisfaction supports Nagarro's positioning as a responsive, client-centric digital engineering partner Client Satisfaction Score Net Promoter Score 2025 target achieved 2025 target achieved Strategic asset Al-era relevance Client trust is a st
Slide 12: ISG CX Star Performer
CXS) nagarro ISG CX Star Performer A recognized leader in client satisfaction @® nagarro Nagarro named ISG CX Star Performer and DES Leader n ISG Star of Excellence Digital Engineering Services - Mid-tier a CX Star Performer | 2026 2026 Quadrant 1SG 2026 Quadrant Digital Engineering Services - Mid-t
Slide 13: AI strategy
NS) nagarro O3 Al strategy A clear plan for the Al era
Slide 14: Nagarro has a "right to win" in AI transformation
C9) nagarro Nagarro has a "right to win" in Al transformation Nagarro would combine engineering DNA, industry context and advisory-led transformation 2025 IT Services Market Engineering DNA (~$1.69T) Robust delivery in complex technology landscapes Nagarro primary play $200B @ Digital Engineering Di
Slide 15: Up / Across / Together: strategic response to the AI opportunity
C9) nagarro Up / Across / Together: strategic response to the Al opportunity A clear operating frame for moving closer to clients, across geographies and together as one Nagarro Up Across Together Elevate from engineering delivery to Unlock regional growth by empowering Improve collaboration, cross-
Slide 16: Persistent announced intention to launch voluntary public takeover offer
CXS) nagarro Persistent announced the intention to launch a voluntary public takeover offer for all outstanding Nagarro shares at EUR 81 per share in cash Transaction details | Premia * Transaction values Nagarro at 1.27x times EV / Revenue; 9.12x times EV / EBITDA 140% Undisturbed closing price on
Slide 17: Business combination agreement rationale
C9) nagarro Business combination agreement rationale Combination would deliver complex intelligence transformation programs that clients are increasingly demanding - at scale, across industries, and across the world Attractive premium Accelerating growth at scale Shared conviction that Al-led engine