Alzchem Group Ag · XETR:ACT
Alzchem — Investor Presentation (September 2026)
29 slides from Alzchem's investor presentation, September 2026
Slide 1: Agile Science Pure Results
AGILE SCIENCE PURE RESULTS
Slide 2: Q2 2026 Company Presentation
Q2 2026 COMPANY PRESENTATION Andreas Niedermaier, CEO Andreas Lösler, CFO September 2026
Slide 3: Alzchem is an international chemical company
Alzchem is an international chemical company. The future asks questions. We provide answers. Through brands and products of the highest quality and through sustainable visions for actively shaping global development. © Alzchem Group AG / July 2026
Slide 4: Alzchem at a Glance: Innovative market leader in niche markets since 1908
ALZCHEM AT A GLANCE Innovative market leader in niche markets since 1908 OUR MARKETS SALES GROWTH EBITDA GROWTH +7% +8% CAGR +6% p.a. 600 126 HEALTH & ANIMAL FINE SAFETY & 562 CAGR +12% p.a. 116 (2) NUTRITION NUTRITION CHEMISTRY DEFENSE (1) AGRICULTURE RENEWABLE METALLURGY AUTOMOTIVE ENERGIES (2) (1
Slide 5: Alzchem at a Glance: Production & distribution - we deliver the world
ALZCHEM AT A GLANCE Production & distribution - we deliver the world BERLIN (GER) SUNDSVALL (SE) COVENTRY (UK) 1,765 employees support the processes and products of Alzchem with their know-how on a daily TROSTBERG (GER) basis of whom 125 apprentices SCHALCHEN (GER) HART a. d. ALZ (GER) (as of 2025)
Slide 6: Key Share Data
KEY SHARE DATA Share details as of September 14, 2026 SHAREHOLDER SHARES OUTSTANDING 10,176,335 four two na GmbH STRUCTURE 10.23% LAST CLOSING PRICE EUR 159.50 Staluna Trade a. s. 9.90% MARKET CAPITALIZATION EUR 1,623.1 m TICKER ACT0 Löw SE 6.39% WKN A41YHG ISIN DE000A41YHG1 © Alzchem Group AG / Sep
Slide 7: Growth Supported by Global Developments
GROWTH SUPPORTED BY GLOBAL DEVELOPMENTS Highly specialized products supported by lasting megatrends POPULATION GROWTH HEALTHY AGING CLIMATE PROTECTION SAFETY & DEFENSE The world population is Life expectancy is increasing, Energy efficiency and Due to the global political growing steadily and is and
Slide 8: "Verbund" System – Fully Integrated Business Model
“VERBUND” SYSTEM – FULLY INTEGRATED BUSINESS MODEL Ability to adapt production to meet changing end market needs © Alzchem Group AG / July 2026 10
Slide 9: "Verbund" System – Fully Integrated Business Model
“VERBUND” SYSTEM – FULLY INTEGRATED BUSINESS MODEL Ability to adapt production to meet changing end market needs SALES SPLIT OF PRODUCT SEGMENTS 42% 36% Segment 31% 28% Specialty Chemicals 25% Segment Basics & Intermediates 2022 2023 2024 2025 1-6 2026 © Alzchem Group AG / July 2026 11
Slide 10: "Verbund" System – Fully Integrated Business Model
“VERBUND” SYSTEM – FULLY INTEGRATED BUSINESS MODEL Ability to adapt production to meet changing end market needs SALES SPLIT OF PRODUCT SEGMENTS 67% 71% 59% 63% Segment 53% Specialty Chemicals Segment Basics & Intermediates 2022 2023 2024 2025 1-6 2026 © Alzchem Group AG / July 2026 12
Slide 11: Benefits of "Verbund" System
BENEFITS OF “VERBUND” SYSTEM Competitive advantage and strong barrier to entry Segment Specialty Chemicals OUR BENEFITS Segment Basics & Intermediates • Full control of product quality and specifications • Lower costs • Certainty of supply • Business model based on future technology electricity - no
Slide 12: Health & Nutrition: Single producer of Creatine in western world
HEALTH & NUTRITION Single producer of Creatine in western world Premium brand for creatine monohydrate as a food supplement in sports nutrition Dietary supplement with pure creatine Creatine for health & food applications © Alzchem Group AG / July 2026 Did you know? We are official partner of FC Bay
Slide 13: Creatine in Sport, Fitness, Health & Food
CREATINE IN SPORT, FITNESS, HEALTH & FOOD Creatine boosts body energy in many areas SPORT/PERFORMANCE FITNESS HEALTH FOOD © Alzchem Group AG / July 2026 Body Building Body shaping Body vitality Body wellbeing B2B Creapure ® Creavitalis ® B2C Livadur ® 15
Slide 14: Goes Food: Strategic Partnership with Ehrmann
goes Food Strategic Partnership with Ehrmann brings Creatine to Supermarket Shelves Creatine in Everyday Nutrition – A New Application successfully implemented • Creavitalis® – premium creatine “Made in Germany” – enters the functional food segment for the first time • Three product categories • Hig
Slide 15: Creatine – Growth & Capacity Expansion
CREATINE – GROWTH & CAPACITY EXPANSION A strategic growth driver MARKET & NEW AREAS OF CAPACITY EXPANSION & INVESTMENTS APPLICATIONS GROWTH Q4 2025 2026 - 2027 from H2 2027 • Sports & Performance • Female Health Decision Planning & Construction Commissioning • Fitness & Healthy Aging • Recovery & Re
Slide 16: Largest Investment in the Company's History: Germany
LARGEST INVESTMENT IN THE COMPANY‘S HISTORY Alzchem is expanding its capacity in Germany 2024 CONSTRUCTION PHASE End of 2026 Nitroguanidine expansion in Germany: 2024 SITE SELECTION End of 2026 POTENTIAL CONSTRUCTION PHASE End of 2029 CAPEX program with €140 Mio. in investments approved Main raw m
Slide 17: Largest Investment in the Company's History: U.S.
THE LARGEST INVESTMENT IN THE COMPANY‘S HISTORY Alzchem expansion program in the U.S. 2024 CONSTRUCTION PHASE End of 2026 Nitroguanidine expansion in the U.S.: 2024 SITE SELECTION End of 2026 POTENTIAL CONSTRUCTION PHASE End of 2029 Strategic site decision: Bushy Park (Berkeley County, South Carol
Slide 18: Agenda – Roadshow Presentation Q1 2026
AGENDA – ROADSHOW PRESENTATION Q1 2026 I. Company Introduction II. Key Investment Highlights III. Key Financials & Outlook Appendix Detailed Financials Supplementary Company Information
Slide 19: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS Leading positions in selected Specialty niche markets supported by global developments Leading market positions in selected niches Strong barriers to entry R&D is a driver of growth Growth supported by global developments © Alzchem Group AG / July 2026 Well positioned to ca
Slide 20: Leading Market Positions in Selected Niches / Products
LEADING MARKET POSITIONS In Selected Niches / Products GLOBAL 1-6/2026 SELECTED KEY MARKET DESCRIPTION END-MARKETS SEGMENT SPLITS BRANDS POSITION(1) Premium brand for Creatine monohydrate used as Dietary Number 1 supplements in sports nutrition supplement Net Sales CHEMICALS Number 1 SPECIALTY A nut
Slide 21: Strong Barriers to Entry: Verbund System
STRONG BARRIERS TO ENTRY Protecting margins and creating a high degree of resilience “VERBUND” SYSTEM © Alzchem Group AG / July 2026 28
Slide 22: Strong Barriers to Entry: Brands & Trademarks
STRONG BARRIERS TO ENTRY Protecting margins and creating a high degree of resilience BRANDS & TRADEMARKS © Alzchem Group AG / July 2026 29
Slide 23: Sustainability - Our Path to Climate Neutrality
SUSTAINABILITY - OUR PATH TO CLIMATE NEUTRALITY We take responsibility for people and the environment Our goal: climate neutrality by 2033 (according to Scope 1) ENVIRONMENT • Environmental and climate protection • Sustainable water and waste management • Responsible use of resources SOCIAL • Occupa
Slide 24: Agenda – Roadshow Presentation Q1 2026
AGENDA – ROADSHOW PRESENTATION Q1 2026 I. Company Introduction II. Key Investment Highlights III. Key Financials & Outlook Appendix Detailed Financials Supplementary Company Information
Slide 25: Key Financials: Development in key figures
KEY FINANCIALS Development in key figures (1) NET SALES EBITDA EBT DIVIDENDS +7% 21 542 541 554 562 +17% 116 88 105 +25% 18 +6% +14% 75 +13% 422 81 12 Ø 13 288 304 62 61 64 48 48 10 11 56 41 42 37 8 2021 2022 2023 2024 2025 1-6 1-6 2021 2022 2023 2024 2025 1-6 1-6 2021 2022 2023 2024 2025 1-6 1-6 20
Slide 26: Outlook 2026
OUTLOOK 2026 (in M€) Ongoing growth in sales and EBITDA on expected level COMMENTS SALES EBITDA growth Outlook for 2026 confirmed to approx. 600.0 M€ Major assumptions are still valid growth • No significant impact of the Iran conflict; long-term disruption of +7% to approx. global supply chains is
Slide 27: Financial Calendar
FINANCIAL CALENDAR Upcoming dates* Berenberg and Goldman Sachs German Corporate SEP 23 2026 Conference, Munich SEP 24 2026 Baader Investment Conference, Munich OCT 12 2026 Deutsche Bank Roadshow, Paris OCT 29 2026 Quarterly Statement 3rd Quarter 2026 NOV 12-13 2026 Jefferies Roadshow, New York, Bost
Slide 28: Feedback
FEEDBACK We appreciate your feedback Were your expectations met? Are you missing any content? WE APPRECIATE YOUR FEEDBACK! Link QR-Code © Alzchem Group AG / July 2026 39
Slide 29: Alzchem Group AG Investor Relations
Alzchem Group AG Investor Relations T +49 8621 86-2888 AGILE SCIENCE ir@alzchem.com PURE RESULTS www.alzchem.com
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