Autostore Holdings Ltd. · OSL:AUTO
Autostore — Autostore Hldgs Reg S — Q2 2026 Earnings Presentation
21 slides from Autostore's earnings presentation, Aug 13, 2026
Slide 1: Q2 2026 Financial Results
Q2 2026 Financial Results | August 13, 2026
Slide 2: Disclaimer
autostoresystem.com 2 Disclaimer Certain statements included in this presentation includes forward- Forward-looking statements are not guarantees of future looking statements that reflect the Company's current views with performance and that the Group's actual financial position, respect to future e
Slide 3: Agenda
autostoresystem.com 3 Agenda 01 Highlights of the quarter & business update 02 Financials 03 Q&A
Slide 4: Q2 2026 overview
autostoresystem.com 4 Q2 2026 overview Significant strategic progress and strong financial performance Financial overview Business overview • Revenue $192 million, +43% YoY • On August 13, 2026, entered into a global strategic supply agreement with Amazon. The agreement establishes the • Order intak
Slide 5: Strategic momentum, significant opportunity ahead
autostoresystem.com 5 Strategic momentum, significant opportunity ahead Commitments made a year ago What we have delivered Continued momentum Product & Innovation 14 new products and features launched in Systems Optimize and expand the core the past 12 months, extending market reach 1 through innova
Slide 6: A clear path to long-term value creation
autostoresystem.com 6 A clear path to long-term value creation Expanding offering Go to market model Continue innovation investment enabling scalability and to further enhance our offering; Superior platform and customer intimacy expanding into adjacent areas installed base and use cases Attractive
Slide 7: Opportunities for expansion across a wide range of end-markets
autostoresystem.com 7 Opportunities for expansion across a wide range of end-markets End-market # of systems1 2025 share Selected blue-chip customers of revenue Apparel / Sports accessories ~ 280 17% Industrials2 ~ 640 23% 3PL ~ 230 10% Other retail3 ~ 210 13% Grocery ~ 160 7% Automotive ~ 170 10% H
Slide 8: Customer case: QLS
autostoresystem.com 8 Customer case: QLS QLS is one of the Netherlands’ largest e-commerce fulfilment specialists, supporting over 1,500 online retailers 3 72 QLS, founded in 1990, provides comprehensive e- commerce fulfillment, parcel delivery, and software Installations R5 Robots services for smal
Slide 9: autostoresystem.com
autostoresystem.com 9
Slide 10: Q2: Financials
Q2: Financials
Slide 11: Q2 key financial overview
autostoresystem.com 11 Q2 key financial overview $192m 72% 45% Adj. EBITDA margin1 +0.9p.p. QoQ Revenue +15.9% QoQ and +43.4% YoY Gross margin -0.5p.p. QoQ and +3.4p.p YoY and -2.7p.p. YoY 84% $218m $596m Cash flow conversion2 Order intake +21.3% QoQ and +44.7% YoY Order backlog +4.5% QoQ and +12.6%
Slide 12: Record order intake and backlog
autostoresystem.com 12 Record order intake and backlog Order intake ($ million) Order backlog ($ million) +45% +13% 218 596 194 557 571 529 543 179 150 152 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26
Slide 13: Strong quarterly revenue
autostoresystem.com 13 Strong quarterly revenue Revenue ($ million) Revenue by region ($ million) EMEA NAM APAC +43% 192 192 180 180 166 166 134 139 134 139 130 101 141 98 95 54 35 43 40 29 7 9 7 11 11 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26
Slide 14: Continued strong profitability
autostoresystem.com 14 Continued strong profitability 133 139 Sustainable gross margin 121 Gross margin 92 102 Gross profit ($ million) • Gross margin remains strong, supported by operational efficiency • Enhanced resilience to raw material Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 cost fluctuations through pro
Slide 15: Robust financial position with net debt ratio of 0.3x
autostoresystem.com 15 Robust financial position with net debt ratio of 0.3x Movement in net debt in Q2 2026 ($ million) Observations 136 • Net debt reduced by $46m in the quarter: 48 o $25 million of debt (RCF and lease 90 liability) repaid using cash generated 4 by the business 16 14 o Cash balanc
Slide 16: Capital allocation priorities
autostoresystem.com 16 Capital allocation priorities Disciplined approach to capital allocation supporting profitable and sustainable growth 1. Organic investment 2. Strategic M&A 3. Shareholder returns Reinvest in the business to support Maintain flexibility for strategic M&A, Return surplus cash t
Slide 17: Q&A
Q&A
Slide 18: Key takeaways
autostoresystem.com 18 Key takeaways 01 Significant strategic progress delivering strong financials 02 Investing in our leading position through innovation 03 Exciting future in very attractive market, with long runway for growth
Slide 19: Appendix
Appendix
Slide 20: The Intelligent Fulfillment solution
autostoresystem.com 20 The Intelligent Fulfillment solution Global scale and leading position in the warehouse automation market Scaled and global platform Customers and partners Superior financial profile Countries 68 Partners3 21 FY 2026 guidance ~$700m Robots1 ~92,500 Certified sales representati
Slide 21: Presentation of Adj. EBITDA breakdown
autostoresystem.com 21 Presentation of Adj. EBITDA1 breakdown First quarter USD million 2026 2025Profit/loss for the period 40498363.8517876 -2653946.70443683Income Second quarter tax 9820362.60108245 USD million -711909.87583076Net 2026 financial 2025items 2780785.40334963 Profit/loss for the perio
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