Georg Fischer Ag · SIX:GF
Georg Fischer — Investor Day (November 2025)
18 slides from Georg Fischer's investor day presentation, Nov 4, 2025
Slide 1: © GF v3.3
© GF v3.3
Slide 2: Agenda
Capital Markets Day 2025 Agenda 1 Infrastructure Flow Solutions Strategy 2030 Solving water imbalance with 2 complete system Solutions Sebastian Dr. Jan Nopper CEO VAG Group Bondestam Head of Business Unit Infrastructure © GF v3.3 2 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 3: Infrastructure Flow Solutions Strategy 2030
Infrastructure Flow Solutions Strategy 2030 © GF v3.3 3 Schaffhausen, 4 November 2025 | Capital Markets Day 2025
Slide 4: We drove growth and strengthened our position through strategic expansion ...
Strategy 2030 We drove growth and strengthened our position through strategic expansion ... Successful global footprint Effective integration of Uponor Infra Profitable growth in specialized expansion Business markets (Repair couplers, Gas US) © GF v3.3 4 Schaffhausen, 4 November 2025 | Capital Mark
Slide 5: … and we focus on transforming from components to complete solutions
Strategy 2030 … and we focus on transforming from components to complete solutions Integration of VAG to become Expanding in industrial Strengthening end customer and solutions provider infrastructure segment contractor engagement © GF v3.3 5 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 6: Strategy 2030 focuses on delivering integrated system solutions with enhanced customer management
Strategy 2030 Strategy 2030 focuses on delivering integrated system solutions with enhanced customer management ▪ US: Grow the gas meter business and VAG synergies Maximize the core business ▪ Europe: Expand couplers and repair business ▪ Asia: Focus on new energy and VAG ▪ Move towards industrial i
Slide 7: Solving water imbalance with complete system solutions
Solving water imbalance with complete system solutions © GF v3.3 7 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 8: Excess water strains our critical infrastructure ...
Showcase Infrastructure Excess water strains our critical infrastructure ... ~100% ~850 billion higher frequency of gallons of untreated heavy rainfall events sewage and stormwater than 20 years ago are discharged by combined sewer overflows Sources: 1: In Germany according to Umweltbundesamt, 2: In
Slide 9: ... but we also see too little water in the world
Showcase Infrastructure ... but we also see too little water in the world ~ 4 billion > 25% lost EUR 300 billion people live in water- in leakages in EU to meet EU legislation stressed countries today and water efficiency improvement Source: 1: In 2025 according United Nations Statistics 2: European
Slide 10: With the recent strategic acquisitions we are ready to tackle such water stress with complete solutions
Showcase Infrastructure With the recent strategic acquisitions we are ready to tackle such water stress with complete solutions Resilient Urban Water Supply Management of Stormwater © GF v3.3 10 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 11: Water network renewal necessitate adaptation to mixed material system
Showcase Infrastructure Water network renewal necessitate adaptation to mixed material system Mixed-material systems are With the new VAG offering, GF unlocks the potential for complete solutions standard in infrastructure Legacy Systems 1 2 3 4 Conservatism Standards & codes 1 Flange connection 2 G
Slide 12: VAG leverages over 150 years of experience in water technology ...
Showcase Infrastructure VAG leverages over 150 years of experience in water technology ... Comprehensive Solution-oriented 71% metal valve engineering portfolio for customers Water Distribution 16% Wastewater 8% Industry 5% Dam & Hydro © GF v3.3 12 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 13: ... and we can generate synergies, shown by early customer success within the first month
Showcase Infrastructure ... and we can generate synergies, shown by early customer success within the first month Access to new Span our offering to infrastructure segments industrial infra ▪ Large-dimension water ▪ Desalination, Aquaculture transmission ▪ Power & Chemical plants ▪ Dam & Water busin
Slide 14: Heavy rains are no longer rare
Showcase Infrastructure Heavy rains are no longer rare We deliver integrated stormwater management – from design to installation © GF v3.3 14 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 15: Customer success in stormwater solutions for Hyperscale Data Centers
Customer success in stormwater solutions for Hyperscale Data Centers © GF v3.3 15 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 16: We advance to prefabricated solutions ready to install and integrate
Showcase Infrastructure We advance to prefabricated solutions ready to install and integrate Up to 40% water saving 1 Burst prevention by smart control Superior efficiency in repair and maintenance 1: Customer reference Constanta, Romania © GF v3.3 16 Schaffhausen, 4 November 2025 | Capital Markets
Slide 17: ... and with the top-tier services in-house
Showcase Infrastructure ... and with the top-tier services in-house Engineered with world-class application expertise Prefabricated and integrated for efficient installation © GF v3.3 17 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 18: Q&A
Q&A © GF v3.3 18 Schaffhausen, 4 November 2025 | Capital Markets Day 2025