Arobs Transilvania Software S.a. · BVB:AROBS
Arobs Transilvania Software — Investor Presentation (September 2026)
54 slides from Arobs Transilvania Software's investor presentation, September 2026
Slide 1: IR Presentation
IR Presentation September 2026 Software Projects and Products. Outcome-based. Project-delivered. #InnovatedInCluj AI-powered and Secure from day one 1
Slide 2: Disclaimer
Disclaimer This presentation is not, and nothing in it should be construed as, an offer, invitation, inducement or recommendation in respect of shares issued by AROBS Transilvania Software S.A. (“AROBS”), or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy AROBS s
Slide 3: Contents
Contents We are European by birth, International by Culture 1. AROBS Group at a glance 2. One AROBS 2025 – 2030 3. H1 2026 consolidated financial results 4. A global footprint built for growth 5. Outlook 6. AROBS on BVB 3 7. Annex: Software services and products covered by the Group arobs.com
Slide 4: AROBS Group At a Glance
AROBS Group At a Glance 4 arobs.com
Slide 5: AROBS Group
AROBS Group 25+ YEARS OF BUSINESS 11.000 CLIENTS in Northern EMPLOYEES AND TURNOVER (2025): EXPERTISE America, Europe and Asia COLLABORATORS: 1,200+ EUR 85 m Software Services • Leading software services and software products provider. End-to-end software development • 12 local + 10 international br
Slide 6: AROBS for Investors
AROBS for Investors AROBS IS SUPPORTED BY EBRD (European Bank Entrepreneurial mindset with the transparency For Reconstruction And Development) and governance of a listed company • AROBS, the Largest Technology Company Listed on the Bucharest Stock Exchange • Its market capitalization (approx. RON 8
Slide 7: Technology made in Romania, delivered globally
Technology made in Romania, delivered globally Approx. 62% of its revenues are generated outside Romania, mainly from clients in the United States and Europe, reflecting the Group’s strong international footprint and long-term commercial relationships. 7 arobs.com
Slide 8: Evolution per business segment
Evolution per business segment CAGR: 14% 8 arobs.com arobs.com | arobsgrup.ro
Slide 9: ONE AROBS 2025-2030
ONE AROBS 2025-2030
Slide 10: ONE AROBS: six strategic pillars to 2030
ONE AROBS: six strategic pillars to 2030 The framework guiding the Group’s development until 2030. 01 · Structural consolidation – 02 · M&A as an increasingly 03 · The US as the immediate ONE AROBS mature currency growth engine From acquired entities to a simplified legal From cash-intensive growth
Slide 11: H1 2026 Consolidated Financial Results
H1 2026 Consolidated Financial Results The consolidated interim financial results presented on the following slides have been prepared in accordance with IFRS. The consolidated interim financial results as of June 30, 2026 are unaudited. The financial figures presented in the descriptive part, expre
Slide 12: ONE AROBS: H1 2026 progress against the pillars
ONE AROBS: H1 2026 progress against the pillars What each pillar delivered in the first half of 2026. 01 · Structural consolidation 02 · M&A 03 · The US and Europe 5 → 1: merger by absorption completed in Quest Global Romania settled entirely in shares. Stake in Codingscape increased from 70% to Apr
Slide 13: Products, platforms and applied AI
Products, platforms and applied AI 45 days DORA-as-a- AI projects Cyber & Data fixed-scope Executive AI Deployment Service Agentic AI, AI-native product, AI- Powered AlertBox 2.0 SECASSURED, Data Intelligence Platforms with RegCover The shift of the mix towards products Technology innovations – AI,
Slide 14: H1 2026 Consolidated Results
H1 2026 Consolidated Results Growth was broad-based across all three business P&L (RON m) H1 2026 H1 2025 YoY % segments, with Software Services remaining the main revenue contributor and Integrated Systems showing the Revenue: 292 215 36% strongest year-on-year momentum. Software services revenue 1
Slide 15: H1 2026 Revenue vs. Budget
H1 2026 Revenue vs. Budget Revenue performance was ahead of plan at Group level, with a different contribution mix across the three business segments. Software Services was broadly in line with budget and Software Products slightly below plan, while Integrated Systems significantly outperformed expe
Slide 16: H1 2026 EBITDA
H1 2026 EBITDA P&L (RON m) H1 2026 H1 2025 YoY % Gross result 74 57 30% Sales and Marketing expenses (14) (12) 17% EBITDA growth remained strong, while the margin was broadly General and Administrative (39) (33) 17% stable YoY, despite the changing revenue mix and the higher expenses contribution of
Slide 17: H1 2026 Organic & M&A performance
H1 2026 Organic & M&A performance H1 2025 – comparable perimeter H1 2026 – unaudited (basis used for organic growth) RON m Organic M&A* Total Organic M&A** Total Organic activity remained the core of the Group, Revenue: 242 50 292 199 16 215 representing almost 83% of H1 2026 consolidated Revenue Yo
Slide 18: H1 2026 Organic growth – comparable perimeter
H1 2026 Organic growth – comparable perimeter Restating the prior year on the M&A definition applied Turnover bridge, RON m from Q1 2026 makes the two periods directly +34 292 comparable. +43 Organic growth was positive in all three segments: 215 Software Services +11.3%, Software Products +9.1% and
Slide 19: H1 2026 Software Services Performance
H1 2026 Software Services Performance Software Services Performance H1 2026 H1 2025 YoY % Software Services remained the Group’s largest business (RON m) segment and continued to grow through a combination of Software services revenue 186 141 31% organic activity and recently acquired companies. Cod
Slide 20: H1 2026 Software Services Industry Exposure
H1 2026 Software Services Industry Exposure % of Industry SS revenue Automotive 18.8 Healthcare 18.1 Technology & IT Services 13.9 Media & Telecom 10.2 Manufacturing & Semiconductors 7.3 Financial Services 6.8 Education 6.7 Aerospace and Defense 1.0 • Automotive is the largest vertical at 18.8% of S
Slide 21: H1 2026 Software Products Performance
H1 2026 Software Products Performance Software Products Performance Software Products delivered predominantly organic growth in H1 H1 2026 H1 2025 YoY % (RON m) 2026, while SVT Electronics provided an additional contribution to the segment following its integration into the Group. The financial Soft
Slide 22: H1 2026 Integrated Systems Performance
H1 2026 Integrated Systems Performance Integrated Systems recorded the strongest growth among the Group’s business segments in H1 2026, driven primarily by the projects carried out for the National House of Public Pensions and the Ministry of Health. Public sector projects accounted for 78% of segme
Slide 23: H1 2026 AROBS Systems – OMFP vs. IFRS
H1 2026 AROBS Systems – OMFP vs. IFRS Revenue recognized Gross profit Zero-margin pass-through, shown net (IFRS 15) IFRS 15 presents resold hardware and subcontracted services GP 8.9 −13.3 on a net basis where AROBS Systems acts as an agent, reducing reported revenue without changing the underlying
Slide 24: H1 2026 Sales and Marketing expenses
H1 2026 Sales and Marketing expenses Sales and marketing expenses increased mainly as a result of the enlarged Group perimeter, with approximately RON 2m of additional expenses attributable to companies that joined AROBS after May 2025. The pace of spending remained well below revenue growth, with s
Slide 25: H1 2026 General & Administrative Expenses
H1 2026 General & Administrative Expenses General and administrative expenses reached RON 38.5m in H1 2026, a net increase of RON 5.7m compared to the same period last year, of which RON 4m relates to the newly acquired companies. G&A expenses also included RON 0.3m of consultancy costs related to s
Slide 26: H1 2026 Consolidated Balance Sheet
H1 2026 Consolidated Balance Sheet 30.06.2026 31.12.2025 The balance sheet expanded following the recent acquisitions, with Balance sheet indicators Variation AROBS Group AROBS Group total assets increasing by 12% versus year-end 2025. The increase (RON m) % Unaudited Audited was mainly reflected in
Slide 27: A global footprint built for growth
A global footprint built for growth 27 arobs.com
Slide 28: H1 2026 Turnover geographical distribution
H1 2026 Turnover geographical distribution Turnover Country (RON m) Romania 112 Europe excl. 90 Romania USA 77 Other 13 Total 292 • 62% of H1 2026 turnover was generated outside Romania. • The US at 27% of turnover, up from 18% in H1 2025; Europe excluding Romania 31%, Romania 38%. • Diversification
Slide 29: Foreign markets: the US engine is already running
Foreign markets: the US engine is already running Where the revenue comes Why the US Proof in H1 2026 from • The largest software market • A steady flow of new US • 27% of H1 2026 revenue in the world, and the fastest clients and expansions with from the US, up from 24% in to move AI from pilots int
Slide 30: AI at work in every engagement
AI at work in every engagement 20 days of work delivered in 5 ~80% of unit testing with AI Self-reported productivity +30–40% ISO/IEC 42001 · AROBS AI SDLC Capacity engagements Fixed-scope offers • AI-tooled delivery teams • Fixed scopes, measurable outcomes • Expansions with existing clients • Exec
Slide 31: Outlook
Outlook 31 arobs.com
Slide 32: 2026 Budget execution and H2 2026 outlook
2026 Budget execution and H2 2026 outlook • More than half the annual turnover target achieved: turnover 53% of budget, EBITDA 49%, net profit 64%. 2026 BUDGET EXECUTION % of 2026 Budget H1 2026 • By segment: Software Services 47%, Software Products (RON m) budget 45%, Integrated Systems 130% of the
Slide 33: AROBS on BVB
AROBS on BVB 33 arobs.com
Slide 34: Key investment highlights
Key investment highlights LISTING RESEARCH VENUE COVERAGE As of September 25, 2023, AROBS shares are traded on the Main Market, Premium Category. • International technology platform with operations across • Advancing the “One AROBS” operational model through software services, software products, and
Slide 35: AROBS shareholding
AROBS shareholding The company has 8,000+ shareholders, with a solid base of retail investors and institutional appetite given the sectorial diversification. The Company benefits from a stable shareholder structure, supported by the founder’s involvement and the continued interest of both institutio
Slide 36: Organizational Structure
Organizational Structure 36 arobs.com
Slide 37: Board of Directors
BOARD OF DIRECTORS Voicu Oprean Mihaela Cleja Aurelian Deaconu Ioan Nistor Răzvan-Florin Olosu-Ittu Chairman and CEO Non-Executive Member Executive Member Independent Member Independent Member 37 arobs.com
Slide 38: Annex
Annex 38 arobs.com
Slide 39: Main Industries
Main Industries SOFTWARE SERVICES RETAIL MEDICAL AUTOMATION DEVICES CYBERSECURITY AEROSPACE FINTECH ENGINEERING ENTERPRISE EMBEDDED BIOMEDICAL SOLUTIONS SYSTEMS MEDIA & RIGHTS TRAVEL MANAGEMENT TECHNOLOGY AUTOMOTIVE MARINE LIFE SCIENCES OFFICE AUTOMATION ENGINEERING IoT 39 arobs.com
Slide 40: Specialized in Embedded Systems with Highest Security Requirements
We are Specialized in Embedded Systems that Deliver Performance with the Highest Security Requirements EMBEDDED FOR MEDICAL DEVICES AEROSPACE MARINE AUTOMOTIVE EMBEDDED FOR EMBEDDED EMBEDDED FOR CONSUMER IOT & INDUSTRIAL SYSTEMS FOR DOMOTICS ELECTRONICS IOT SMART CITY (SMART HOME) 40 arobs.com
Slide 41: Automotive
Automotive 15+ YEARS OF EXPERIENCE TEAM - International professionals in AUTOMOTIVE COUNTRIES WE WORK WITH Romania, Germany, France, China, Japan, USA 2021 Supplier of the Year Award for Engineering Services offered by Continental 41 arobs.com
Slide 42: Travel & Hospitality
Travel & Hospitality 24+ YEARS OF BUSINESS EXPERTISE PROJECTS - 14 long-term projects finished, 9 complex ongoing projects CLIENTS - 6 major market leaders as clients TEAM - 110+ experts in the highest technologies 42 arobs.com
Slide 43: Cybersecurity
Cybersecurity 15+ YEARS OF EXPERIENCE SOLUTIONS Business continuity & asset protection-oriented solutions TEAM Collaborative teams with rigorous information security and cybersecurity NATIONAL & INTERNATIONAL COLLABORATIONS SPECIALIZATION & APPROACHES With over 50 accredited certifications, AROBS te
Slide 44: Life Sciences
Life Sciences Clinical Trials Medical Devices Biomedical Engineering 20+ COMPLETED PROJECTS – on long-term collaboration EXPERTS – that generate solutions that impact millions of end-consumers 5+ ONGOING PROJECTS and more to come 44 arobs.com
Slide 45: IoT
IoT 12+ YEARS OF EXPERIENCE - Collaboration with major companies in the industry from Italy and France PROJECTS - 20 projects finished during our collaborations, - 5 projects in progress COMPETENCIES - Software solutions that impact thousands of people that use our applications in their homes or office
Slide 46: Enterprise Solutions
Enterprise Solutions 20+ YEARS OF EXPERIENCE COUNTRIES WE WORK WITH USA, Germany, UK, Norway, Finland, Netherlands APPROACHES Java, .Net, PHP, Node.js TECHNOLOGIES Big Data & Elasticsearch, CICD & continuous monitoring, Cloud native (AWS, Azure, Docker), High availability & scalability, Modern UI fr
Slide 47: Financial Services
Financial Services 20+ YEARS OF EXPERIENCE PRODUCTS User-oriented fintech products TEAM - Collaborative teams with rigorous information security and cybersecurity standards INTERNATIONAL COLLABORATIONS TECHNOLOGIES & APPROACHES Blockchain, Angular 8/10, Reactive Programming - RxJS, Responsive Web Des
Slide 48: AROBS AI-Powered Solutions and Products
AROBS AI-Powered Solutions and Products YEARS OF EXPERIENCE 25+ In software engineering excellence and cross-sector business knowledge SOLUTIONS & PRODUCTS Focused on measurable performance improvements TEAM Collaborative teams with rigorous information security and cybersecurity standards INTERNATI
Slide 49: Research And Development
Research And Development 10+ YEARS OF EXTENSIVE EXPERIENCE -in research and development for: AUTOMOTIVE TELECOMMUNICATIONS LOW EARTH ORBIT COMMUNICATION We use methods identical to scientific research, but we're oriented toward business results and with broad predictions of commercial success in B2C
Slide 50: Intelligent Automation: AI, RPA, ML, Low Code
Intelligent Automation: AI, RPA, ML, Low Code Enterprise Citizen Discovery Development • Intelligent Automation specialization of 100+ specialists located in Romania, the Netherlands, Belgium, Germany, and the UK. Enterprise Process Automation Excellence • The latest RPA (UiPath, Microsoft, Celonis,
Slide 51: Telematics & Fleet Management
Telematics & Fleet Management • A portfolio of +11.000 customers. • +110.000 monitored vehicles. • LEADER of the Romanian market. • Top 5 in Central & Eastern Europe, following the acquisition, by AROBS, of SAS Grup – now SASFleet Tracking - in Romania and Skyshield Hungary 51 trackgps.ro
Slide 52: HR Management Solutions
HR Management Solutions • True HR for personnel management, recruitment, performance evaluation, time keeping, training, organizational charts, reporting, career planning. • dpPayroll for payroll calculation, staff cost analysis, and employee data reporting. 52 truehr.ro
Slide 53: Business Optimization Solutions
Business Optimization Solutions Sales and distribution Complex tools for business automation, warehouse administration. inventory management, TMS systems, business intelligence software. 53 arobs.com
Slide 54: ir@arobsgroup.com
Investor Relations e-mail address: ir@arobsgroup.com arobs.com
AROBS Transilvania Software — Investor Presentation (September 2026) on 6ix