Slide 1: Full-Year Results 2025
Full-Year Results 2025 Media and Investor Presentation, February 26, 2026 Thomas Oetterli, Group CEO Oliver Streuli, Group CFO
Slide 2: Agenda
Agenda 01 Key Messages 02 Rieter Full-Year Results 2025 ‒ Market ‒ Financials 03 A New Global Leader in Textile Machinery ‒ New Rieter Group ‒ Medium Term Financial Guidance 04 Outlook 2026 Full-Year Results 2025 . Media & Investor Presentation . February 26, 2026 Page 2
Slide 3: Key Messages
1 Key Messages Full-Year Results 2025 . Media & Investor Presentation . February 26, 2026 Page 3
Slide 4: Rieter Group – Key Messages
Rieter Group – Key Messages Share in Renewable Order Intake Asian Countries1 Energy Used 38.7% CHF 703.4 million (-3%) Strong Order Intake (2024: 28.6%) Sales Barmag Acquisition Women in Management 20.1% CHF 685.1 million (-20%) Closed (2024: 15.0%) Operating EBIT2 China Occupational Accidents CHF 2
Slide 5: Group Leadership Changes
Group Leadership Changes Following the Barmag acquisition, Georg Stausberg joins the Group Executive Committee Thomas Oetterli Roger Albrecht Alexander Özbahadir Chairman and CEO Rieter Group Head of the Components & Technology Head of the Short-Staple Fiber Division Division Oliver Streuli Emmanuel
Slide 6: Rieter Full-Year Results 2025
2 Rieter Full-Year Results 2025 Full-Year Results 2025 . Media & Investor Presentation . February 26, 2026 Page 6
Slide 7: Global Economic and Textile Indicators
Global Economic and Textile Indicators Despite ongoing growth in retail clothing sales, spinning mill sales face pressure from geopolitical uncertainty Retail sales (apparel and clothing) Spinning mill utilization USD billion Average in % 487 498 474 96 442 87 88 415 85 82 80 81 79 74 68 70 320 67 3
Slide 8: Profitability in Spinning Mills
Profitability in Spinning Mills Yarn/Fiber margin (cotton) Yarn/Fiber margin (polyester) CHF/kg 1.6 1.6 1.45 1.4 1.4 1.2 1.2 1.07 1.03 1.02 1.06 1.01 1.02 1.0 0.95 0.93 1.0 0.96 0.85 0.85 0.8 0.72 0.74 0.70 0.8 0.73 0.68 0.65 0.68 0.70 0.60 0.58 0.6 0.61 0.57 0.6 0.55 0.53 0.52 0.40 0.42 0.43 0.4 0.
Slide 9: Current Market Situation
Current Market Situation Short-Staple Fiber markets – Man-Made Fiber markets to be included from 1H26 onwards Americas EMEA India China ‒ Hesitant investment ‒ Still high labor and ‒ Increased government ‒ Continued positive sentiment in North funding costs in Türkiye support for textile investment
Slide 10: Financials – Key Messages
Financials – Key Messages Sales Free Cash Flow Order Intake CHF -40.6 million CHF 685.1 million (-20%) (2024: 14.1 million) CHF 703.4 million (-3%) Operating EBIT Restructuring and Overhead Costs CHF 2.5 million Transaction Costs Reduced by CHF 61.3 million (2024: CHF 33.9 million) CHF -54.2 million
Slide 11: Order Intake
Order Intake Solid After Sales growth outweighed by FX headwinds CHF million -3% 725.5 -3.6 17.3 -10.9 -24.9 703.4 2024 Machines & Systems Components After Sales FX impact 2025 (in local currencies) (in local currencies) (in local currencies) Full-Year Results 2025 . Media & Investor Presentation .
Slide 12: Sales
Sales Decline in sales on the back of low order backlog at the beginning of the year and customer-driven delays CHF million -20% 859.1 -84.9 -44.2 -24.1 -20.8 685.1 2024 Machines & Systems Components After Sales FX impact 2025 (in local currencies) (in local currencies) (in local currencies) Full-Ye
Slide 13: Operating EBIT
Operating EBIT Operating EBIT margin around the break-even point thanks to additional cost-cutting measures Operating EBIT Non-Operating Items CHF million Restructuring costs -33.6 40 33.9 Impairment -4.2 30 20 Transaction-related costs (opex) -8.6 10 EBIT impact -46.4 2.5 0 -0.8 Transaction-related
Slide 14: Announced Restructuring Programs
Announced Restructuring Programs Most of the restructuring costs occurred in 2025, while benefits start to unfold over the course of 2026 Short-Staple Fiber Division Components & Technology Division ‒ Capacity adjustments and shift of Winder assembly ‒ Selective transfer of R&D/SG&A capacities to be
Slide 15: Cash Conversion
Cash Conversion Free Cash Flow negative on the back of a negative net profit Free cash flow Cash flow impact from NWC CHF million CHF million Receivables 4.2 -10.6 Inventories 3.6 Short-term provisions 2.5 -21.8 57.0 Payables 1.6 -40.6 -15.2 Advance payments 14.3 -6.8 by third parties -26.9 Other li
Slide 16: Financial Position
Financial Position Temporary equity uplift from capital increase prior to purchase price payment in February 2026 Net debt / Net liquidity Equity CHF million CHF million 184.3 53.3% -5.4 800 780.6 700 41.0% 600 33.7% 500 469.7 -31.1% 410.4 400 300 200 -230.3 -40.6 100 -9.1 0 2024 Free cash flow Divi
Slide 17: Liquidity Headroom
Liquidity Headroom Sufficient liquidity despite elevated net debt levels Liquidity situation after closing Available financing CHF million In addition to the liquid funds at banks, Rieter has: At Closing1 Rieter Barmag Combined ‒ CHF 375 million Revolving Credit Facility by a syndicate of Swiss and
Slide 18: A New Global Leader
@ Flo use an MMF picture 3 A New Global Leader Full-Year Results 2025 . Media & Investor Presentation . February 26, 2026 Page 18
Slide 19: The New Rieter at a Glance
The New Rieter at a Glance The world’s leading supplier of short-staple and man-made fiber spinning systems with 230+ years of history APAC EMEA er Sh Americas Münster ib or 10% F Heinsberg t-S e Hammelburg ad tap Beijing Neumünster Ústí nad Orlicí Man-M Changzhou Charlotte Tashkent le Remscheid Bos
Slide 20: Rieter Enables the Full Spectrum of Yarn Production
Rieter Enables the Full Spectrum of Yarn Production Raw material sourcing Yarn Fabric Consumer, Finishing Garmenting production production retail and trade Cotton Mill consumption (2024) 113 mt Short-staple fibers Other 54 mt Cellulose Polyester MMF Components Filaments 59 mt Petro- chemicals Raw ma
Slide 21: Holistic Technology, Product Offering and End Applications
Holistic Technology, Product Offering and End Applications Rieter covers the complete process from fiber preparation to all four end-spinning technologies Short-Staple Short-Staple Fiber End spinning & Fiber preparation Spinning preparation Fiber winding Apparel End applications & Technology Compone
Slide 22: Higher Growth and More Diversified End Applications
Higher Growth and More Diversified End Applications Diversified end applications with higher growth… … driving machinery growth alongside cyclical recovery Textile sales CAGR Textile machinery market size, CHF billion CAGR (24-30E) (24-30E) 133 mt +3.0% 10.6 +4.7% +3.4% 113 mt 8.0 +5.0% +3.7% +2.9%
Slide 23: Medium Term Financial Guidance
Medium Term Financial Guidance Guidance underscores the potential and the strengthened competitive position of the combined business Former: EBIT New: Operating EBIT CHF million H ~12% Strong market environment ~11% with broad-based demand and high capacity utilization HIGH ~ 1 600 HIGH ~ 2 200 ~8%
Slide 24: Medium Term Financial Guidance
Medium Term Financial Guidance Additional metrics related cash flow and balance sheet ‒ Capital allocation focused on deleveraging Leverage Net debt/EBITDA <2.5x ‒ Long term ambition of a net cash position ‒ Combined total capex run-rate of ~CHF 60 million p.a. Capex CHF 50 – 70 million ‒ Combined m
Slide 25: Outlook
4 Outlook Full-Year Results 2025 . Media & Investor Presentation . February 26, 2026 Page 25
Slide 26: Outlook for the Full Year 2026
Outlook for the Full Year 2026 ‒ In 2026, a year of transition, Rieter expects sales in the range of CHF 1.3 to CHF 1.5 billion. ‒ The outlook for 2026 reflects the integration of Barmag and the restructuring measures announced in 2025, which are yet to be fully implemented. As a result, a positive
Slide 27: Q&A
Q&A Full-Year Results 2025 . Media & Investor Presentation . February 26, 2026 Page 27
Slide 28: Disclaimer
Disclaimer This document is not an offer to sell or a solicitation of offers to purchase or subscribe for any securities. This document is not a prospectus within the meaning of the Swiss Financial Services Act and not a prospectus under any other applicable laws. Copies of this document may not be
Slide 29: Appendix
Appendix Full-Year Results 2025 . Media & Investor Presentation . February 26, 2026 Page 29
Slide 30: Segment Reporting and Alternative Performance Measures (APM)
Segment Reporting and Alternative Performance Measures (APM) Former segments New segments Former APM New APM EBIT EBIT Machines & Systems + Restructuring costs + Restructuring costs Short-Staple Fiber + Impairment + Impairment + Transaction-related costs + Transaction-related costs After Sales + PPA
Slide 31: Order Intake by Division
Order Intake by Division Difference in CHF million FY24 FY25 Difference local currency Rieter 725.5 703.4 -3% 0% Machines & Systems 364.2 346.3 -5% -1% Components 206.6 193.5 -6% -5% After Sales 154.7 163.6 6% 11% Difference in CHF million 1H25 2H25 Difference local currency Rieter 355.4 348.0 -2% 6
Slide 32: Sales by Division
Sales by Division Difference in CHF million FY24 FY25 Difference local currency Rieter 859.1 685.1 -20% -18% Machines & Systems 424.9 329.1 -23% -20% Components 247.6 200.8 -19% -18% After Sales 186.6 155.2 -17% -13% Difference in CHF million 1H25 2H25 Difference local currency Rieter 336.2 348.9 4%
Slide 33: Sales by Region
Sales by Region Difference in CHF million FY24 FY25 Difference local currency Rieter 859.1 685.1 -20% -18% Asian countries1 166.2 132.3 -20% -20% China 172.8 227.7 32% 38% India 121.2 97.8 -19% -15% Türkiye 158.9 35.0 -78% -76% North and South America 118.7 121.7 3% 4% Europe 48.6 53.2 9% 11% Africa
Slide 34: Financial Key Figures
Financial Key Figures CHF million FY24 1H25 2H25 FY25 Order Intake 725.5 355.4 348.0 703.4 Sales 859.1 336.2 348.9 685.1 Gross profit 263.4 83.1 88.4 171.5 EBITDA 82.9 10.2 2.9 13.1 EBIT 28.0 -17.3 -26.6 -43.9 Net profit 10.4 -20.0 -43.4 -63.4 Free cash flow 14.1 -36.7 -3.9 -40.6 Net debt (-) / Net
Slide 35: Key Data per Share
Key Data per Share Rieter registered shares of CHF 0.01 nominal value Bloomberg: RIEN SW, Thomson Reuters: RIEN.S 31/12/2024 30/06/2025 31/12/2025 Shares issued 4 672 363 4 672 363 136 057 708 (end of period) Treasury shares 151 962 119 401 94 012 (end of period) Shares outstanding 4 520 401 4 552 9
Slide 36: Financial Calendar
Financial Calendar Deadline for proposals regarding the agenda of the Annual General Meeting March 3, 2026 Annual General Meeting 2026 April 16, 2026 Semi-Annual Report 2026 July 17, 2026 Investor Update 2026 October 28, 2026 Results press conference 2027 February 24, 2027 Deadline for proposals reg