Yunsa Yunlu Sanayi Ve Ticaret A.s. · BIST:YUNSA
Yunsa Yunlu Sanayi Ve Ticaret A.s — Q2 2026 Earnings Presentation
29 slides from Yunsa Yunlu Sanayi Ve Ticaret A.s's earnings presentation, August 2026
Slide 1: Investor Presentation August 2026
INVESTOR PRESENTATION August 2026
Slide 2: Contents
CONTENTS 01 Snapshot of Worsted Wool Fabric 02 Yünsa at a Glance 03 Strategic Initiatives 04 Key Figures & Financials 05 Contact Info
Slide 3: Snapshot of Worsted Wool Fabric
01 SNAPSHOT OF WORSTED WOOL FABRIC
Slide 4: Origins of Raw Material
ORIGINS OF RAW MATERIAL AUSTRALIA’S SHARE IN GLOBAL WOOL SUPPLY 80% Australian merino wool is natural and renewable – one of the finest and softest fibers in the world! 03
Slide 5: Production of Wool Fabric
PRODUCTION OF WOOL FABRIC Australian wool is transported to The wool fiber is drawn out and 1 China, where it is processed to become the raw material for the 4 twisted together to create yarn (spinning) filaments used in fabric production Greasy raw wool is transformed into Yarn is converted into fa
Slide 6: Benefits of Wool Fabric
BENEFITS OF WOOL FABRIC o Most absorbent fibers of all – o Durable. Properly cared for, it o Resists tearing and can suitable for all seasons lasts a very long time, making bend back on itself 20,000 wool fabrics a good investment times without breaking. Cotton breaks after 3,200 o «Breathes» by wic
Slide 7: Woolen Fabric Market
WOOLEN FABRIC MARKET GLOBAL WORSTED FABRIC EUROPEAN WORSTED FABRIC CONSUMPTION (USD 3.5 Billion) CONSUMPTION (USD 1.0 Billion) 2% 17% 12% 27% 19% 53% 28% 8% 3% 31% North America Europe Asia Pacific MEA Germany UK Italy Spain Türkiye RoE China and India remains the top woolen fabric In Europe, Italy
Slide 8: Yünsa at a Glance
02 YÜNSA AT A GLANCE
Slide 9: About Yünsa
ABOUT YÜNSA o Established in 1973, Yünsa ranks among the world’s top five producers of worsted fabric, with its sales and operational excellence, flexibility and innovation in production, cost reduction oriented approach, vision and its experience in industry. o Yünsa is Türkiye’s and Europe’s large
Slide 10: Global Presence
GLOBAL PRESENCE 992 EMPLOYEES 50+ EXPORT MARKETS SALES OFFICES AGENCIES HEAD OFFICE MILL DESIGN OFFICES USA, Germany, UK USA, France, Italy, Japan, Istanbul - Türkiye Çerkezköy - Türkiye Italy and South Korea, China Çerkezköy - Türkiye 09
Slide 11: Yünsa Customers - Global Brands
YÜNSA CUSTOMERS - GLOBAL BRANDS 400+ CUSTOMERS 10
Slide 12: Milestones
MILESTONES 1973 1976 1989 1990 1998 2002 Yünsa was Production Çerkezköy Design Yünsa’s first Womenswear fabric Italy Design established commenced Office opened IPO production Office opened commenced 2003 2005 2007 2008 2009 2010 Upholstery Corporatewear fabric fabric production Yünsa UK Office Yünsa
Slide 13: Production Capacity
PRODUCTION CAPACITY PRODUCTION FABRIC WORSTED YARN FACILITY PRODUCTION PRODUCTION 200,000 10 MN 4,500 m2 Mt/Year Ton’s/Year SPINNING WEAVING DYEING & FINISHING Yünsa is Europe’s biggest integrated worsted wool fabric 13,000 30,000 40,000 producer and ranks among the Kg/Day Mt/Day Mt/Day world’s top
Slide 14: Product Line
PRODUCT LINE PREMIUM FABRICS MENSWEAR FABRIC LADIESWEAR FABRIC UPHOLSTERY FABRICS CORPORATE FABRICS Diverse Product Range Trend-Setting Designs Yünsa produces high-end wool and wool-blend fabrics for suits, jackets, uniforms and tailoring. 13
Slide 15: Competitive Advantages
COMPETITIVE ADVANTAGES STRONG SALES & FX BASED MARKETING REVENUES CHANNEL 3 international Exports two-thirds of sales offices & production to 50+ 6 agencies around countries worldwide R&D the world “FAST FASHION” CENTER TREND & GEOGRAPHICAL 29 R&D staff 4 national ADVANTAGE Tübitak supported 4-6 wee
Slide 16: Strategic Initiatives
03 STRATEGIC INITIATIVES Ul
Slide 17: Strategic Pillars
STRATEGIC PILLARS Growth in Yarn Reinforcement Yünsa’s and of Core Business Strategic Alternative Business Pillars Opportunities Our strategy is based on a business model capitalizing on Yünsa’s existing strengths and Commitment to capabilities as well as adapting ourselves to Sustainabillity the ch
Slide 18: Reinforcement of Core Business
REINFORCEMENT OF CORE BUSINESS o Investment on new technologies and equipment o Product Rationalizing: Concentrated product range o Development of trend-setting collections responding consumer needs and expectations o Pricing Strategy: Offering the right product at the right price, to the right cust
Slide 19: Commitment to Sustainability
COMMITMENT TO SUSTAINABILITY o Sustainable fashion is one of the main trends in almost every market – except Far East. − Global brands like H&M, Hugo Boss, Holly Fashion Group (Strellson, Joop, Windsor) have disclosed 2 to 5-year plans and commitments o Eco-friendly and responsible production proces
Slide 20: Alternative Business Opportunities
ALTERNATIVE BUSINESS OPPORTUNITIES o Besides fabric production, Yünsa has further growth potential in wool worsted yarn markets thanks to its integrated production capability o Areas of expertise are also in home textiles, office furniture, special projects like hospitals, movie theaters, airlines a
Slide 21: Key Figures & Financials
04 KEY FIGURES & FINANCIALS
Slide 22: Shareholding Structure
SHAREHOLDING STRUCTURE SHAREHOLDER STRUCTURE Publicly Traded 42.12% 57.88% Sürmegöz Tekstil Yatırım A.Ş. 42,12% of Yünsa shares have been publicly traded on Istanbul Stock Exchange since 1990. The remaining shares were acquired from Sabancı Holding by Sürmegöz Tekstil Yatırım A.Ş. in November 2019.
Slide 23: Key Figures & Highlights – 2026Q2
KEY FIGURES & HIGHLIGHTS – 2026Q2 NET SALES GROSS PROFIT NET PROFIT (TRY Million) (TRY Million) (TRY Million) 1,871 388,9 177,3 TOTAL ASSESTS GROSS PROFIT NET PROFIT (TRY Million) MARGIN MARGIN 7,226 20,79 9,48% % Yünsa continued to contribute significantly to the economic growth and industrial accu
Slide 24: Balance Sheet
BALANCE SHEET TRY Million 31.06.2026 31.12.2025 Δ% ASSETS Current Assets 3.151,4 2.945,3 7% Cash and Cash Equivalents 624,8 650,4 -4% Trade Receivables 1.143,3 802,6 42% Inventory 1.194,6 1.066,5 12% Other Current Assets 188,6 425,9 -56% Non-Current Assets 4.074,6 4.099,9 -1% Tangible and Intangible
Slide 25: Income Statement
INCOME STATEMENT TRY Million 31.06.2026 31.06.2025 Δ% Sales Revenues (net) 1.870,8 1.455,4 29% Cost of Sales (-) (1.481,9) (1.262,1) 17% Gross Profit 388,9 193,3 101% General Administration expenses (70,2) (49,1) 43% Marketing, Sales and expenses (116,2) (118,7) -2% Research and Development Expenses
Slide 26: Contact Information
05 CONTACT INFORMATION
Slide 27: Company Address and Contacts
COMPANY ADDRESS AND CONTACTS HEAD OFFICE MILL Yünsa Yünlü Sanayi ve Ticaret A.Ş. Yünsa Yünlü Sanayi ve Ticaret A.Ş. Vadistanbul 1B Blok Kat 23 Organize Sanayi Bölgesi Ayazağa 34396 Istanbul / Türkiye Çerkezköy 59500 Tekirdağ / Türkiye Phone: +90 (212) 365 65 00 Phone: +90 282 726 80 01 Fax: +90 (212
Slide 28: Disclaimer
DISCLAIMER The information and opinions contained in this document have been compiled by Yünsa Yünlü Sanayi ve Ticaret A.S. from sources believed to be reliable and in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness. No r
Slide 29: Yunsa
YUNSA CREATION OF FABRICS — $3 Yeas —
Yünsa Yünlü Sanayi ve Ticaret A.Ş. — Q2 2026 Earnings Presentation on 6ix