Strabag Se · VIE:STR

Strabag — 9M 2025 Earnings Presentation

18 slides from Strabag's earnings presentation, November 2025

  1. Slide 1: Order backlog surpasses € 30 billion for the first time

    Order backlog surpasses € 30 billion for the first time Trading Statement 9M 2025 © © Mango Fresh Deutsche and Creative Bahn/Oliver Lang

  2. Slide 2: Disclaimer

    Disclaimer This presentation is made by STRABAG SE (the "Company") solely for use at as being accurate. This presentation contains forward-looking statements relating investor meetings and is furnished to you solely for your information. to the business, financial performance and results of the Comp

  3. Slide 3: Highlights 9M 2025

    01 Highlights 9M.2025 WORK ON PROGRESS

  4. Slide 4: Order backlog has surpassed € 30 billion for the first time

    That our order backlog has surpassed € 30 billion for the first time clearly demonstrates that our focus on growth markets such as energy and water infrastructure, mobility and high-tech construction is paying off. The consistent implementation of our Strategy 2030 is clearly reflected in our result

  5. Slide 5: Strong Q3 order intake sets stage for record backlog

    HIGHLIGHTS 9M 2025 Strong Q3 order intake sets stage for record backlog Output volume well ahead of last year € 14.4 bn Balanced growth from existing markets and Australia acquisition +6% vs. 9M 2024 Order backlog surpasses € 30 billion for first time € 31.4 bn Strong increases in key core markets a

  6. Slide 6: Robust infrastructure, improving building construction

    HIGHLIGHTS 9M 2025 Robust infrastructure, improving building construction Infrastructure Building construction Public vs. private STRABAG more than offsets  Overall positive trends in  Positive developments in  Shift from private to public declining trends mobility and energy infrastructure indus

  7. Slide 7: Strategic priorities driving new projects

    HIGHLIGHTS 9M 2025 Strategic priorities driving new projects I+S 1 N+W 2 I+S 3 Water infrastructure project HARP2), replacing six tunnel 1 sections; design & build incl. 25 years of maintenance Turnkey construction of first 2 phase of Innovation Park Artificial Intelligence (IPAI) ~ € 3.0 bn1) N.A.

  8. Slide 8: Group & Segment Performance 9M 2025

    02 Group & Segment Performance 9M 2025 8

  9. Slide 9: Output and order backlog at record levels

    GROUP PERFORMANCE 9M 2025 Output and order backlog at record levels Output volume | € mn Output volume by region | % Sustained output expansion +6%  About half of output increase from 14,447 8 13,642 13,618 7 Georgiou Group acquisition in Australia1) Germany Austria  Growth in existing markets led

  10. Slide 10: Growth across all operating segments

    SEGMENT PERFORMANCE 9M 2025 Growth across all operating segments North + West South + East International + Special Divisions Share of Group Share of Group Share of Group 41 output volume | % 37 output volume | % 21 output volume | % Austria International Poland United Kingdom Czech Republic Australi

  11. Slide 11: North + West: Germany fuels backlog growth

    SEGMENT PERFORMANCE 9M 2025 North + West: Germany fuels backlog growth Key Indicators Performance 9M 2025 € mn 9M 2025 9M 2024 Δ%  Output volume Output volume 5,950 5,874 1 − Germany: Interim public budget constrained local road construction Order backlog 13,818 12,206 13 output; full budget approv

  12. Slide 12: South + East: Strong momentum in CEE and SEE Markets

    SEGMENT PERFORMANCE 9M 2025 South + East: Strong momentum in CEE and SEE Markets Key Indicators Performance 9M 2025 € mn 9M 2025 9M 2024 Δ%  Output volume Output volume 5,389 5,268 2 − Output growth led by Poland and Czech Republic Order backlog 8,439 8,151 4 − Decline in Austria as expected, due t

  13. Slide 13: International + Special Divisions: UK & Australia lead backlog growth

    SEGMENT PERFORMANCE 9M 2025 International + Special Divisions: UK & Australia lead backlog growth Key Indicators Performance 9M 2025 € mn 9M 2025 9M 2024 Δ%  Output volume Output volume 2,981 2,288 30 − Australia with strongest contribution (Georgiou Group acquisition1)) thereof Australia 431 - - −

  14. Slide 14: Share & Outlook 2025

    04 Share & Outlook 2025 WORK ON PROGRESS

  15. Slide 15: STRABAG on the capital markets

    SHARE STRABAG on the capital markets STRABAG share price development Shareholder structure October 2025 | % 250% STRABAG ATX STOXX 2.4 225% 16.2 UNIQA/Raiffeisen1) 200% 30.4 Haselsteiner family2) +90% 175% Market cap MKAO “Rasperia 150% € 8.6 bn Trading Limited” 3) 125% 24.1 Free float 100% Treasury

  16. Slide 16: 2025 output forecast slightly reduced; EBIT margin target raised

    OUTLOOK 2025 2025 output forecast slightly reduced; EBIT margin target raised Output volume ~ 7% output growth expected in 2025 – despite lower contributions from ~ € 20.5 bn German road construction1) and project execution shifts in the UK EBIT margin EBIT margin target for 2025 raised ≥ 5.0% Net i

  17. Slide 17: Financial calendar 2025/2026

    SHARE & OUTLOOK 2025 Financial calendar 2025/2026 February May August Initial Figures 2025: Trading Statement Semi-Annual Report 2026 Output volume, order January-March 2026 Publication 7:00 a.m. CEST backlog, employees and Publication 7:00 a.m. CEST Investor and analyst outlook 2026 conference call

  18. Slide 18: Contact

    Contact Marco Reiter Head of Investor Relations marco.reiter@strabag.com Asmir Music Investor Relations Manager asmir.music@strabag.com Natascha Schulz Investor Relations Manager natascha.schulz@strabag.com investor.relations@strabag.com +43 800 880890 strabag.com STRABAG SE Donau-City-Str. 9 1220 V

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