Slide 1: Half-Year Results 2026
Half-Year Results 2026 Media and Investor Presentation, July 17, 2026 Thomas Oetterli, Group CEO Oliver Streuli, Group CFO
Slide 2: Agenda
Agenda 01 Key Messages 02 Market 03 Integration Update 04 Financials 05 Outlook Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 2
Slide 3: Key Messages
1 Key Messages Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 3
Slide 4: Rieter Group – Key Messages
Rieter Group – Key Messages Order Intake India Barmag Integration CHF 554.1 million (+56%) Positive sentiment change Progressing according to plan Sales China Local-for-Local New Divisional Structure CHF 576.7 million (+72%) Successful ramp-up of winder assembly Good customer resonance Operating EBI
Slide 5: Market
2 Market Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 5
Slide 6: Global Economic and Textile Indicators
Global Economic and Textile Indicators Generated by Microsoft Copilot Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 6
Slide 7: Profitability in Spinning Mills
Profitability in Spinning Mills Yarn/Fiber margin (cotton) Yarn/Fiber margin (polyester) 1.6 USD/kg 1.5 USD/kg 1.6 1.52 1.55 1.52 1.4 1.46 1.42 1.3 1.21 1.4 1.2 1.16 1.17 1.15 1.2 1.1 1.03 1.0 1.0 0.94 0.95 0.9 0.81 0.8 0.8 0.76 0.77 0.75 0.65 0.68 0.70 0.7 0.61 0.62 0.64 0.66 0.640.6 0.57 0.52 0.52
Slide 8: Current Market Situation
Current Market Situation Positive market signs in Americas and India. China solid but high margin pressure. EMEA not yet picking up Americas EMEA India China ‒ Mill upgrade ‒ Still high labor and ‒ Ongoing strong GDP ‒ Positive domestic opportunities in North funding costs growth and government sent
Slide 9: Recycling Powerhouse Model
Recycling Powerhouse Model Enabling textile recycling at an unprecedented industrial scale Sourcing Sorting Tearing Spinning Marketing ‒ Support procurement ‒ Sort textile waste, pre- ‒ Transform sorted ‒ From fibers to yarn ‒ Sell recycled yarn of feedstock and post-consumer, by textile parts into
Slide 10: Integration Update
@ Flo use an MMF picture 3 Integration Update Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 10
Slide 11: Barmag Integration – Update on Synergies
Barmag Integration – Update on Synergies Synergy run-rate achievement Achieved CHF million 20.0 ‒ CHF 1.2 million in savings realized through joint 20.0 negotiations ‒ 300+ suppliers addressed globally 15.0 15.0 ‒ Procurement collaboration established for future joint activities 10.0 10.0 Ongoing 5.
Slide 12: Financials
4 Financials Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 12
Slide 13: 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 14: Financials – Key Messages
Financials – Key Messages Transaction, Restructuring and Sales Order Intake PPA-related Items CHF 576.7 million (+72%) CHF 33.6 million CHF 554.1 million (+56%) Operating EBIT Free Cash Flow Order Backlog CHF -6.3 million CHF -96.3 million CHF 760 million (1H25: CHF 4.3 million) (1H25: -36.7 million
Slide 15: Order Intake
Order Intake Order intake driven by the first-time consolidation of Barmag Attribution by division Divisions CHF million CHF million 650 650 +56% 600 271.7 600 -30.2 554.1 550 550 500 500 450 400 450 272.5 Barmag 350 400 300 259.7 261.3 355.4 350 250 -48.6 193.8 5.8 -0.8 Gomitex 200 300 150 95.7 99.
Slide 16: Sales
Sales Sales driven by the first-time consolidation of Barmag Attribution by division Divisions 650 CHF million 650 CHF million +72% 600 600 576.7 -24.1 550 550 500 500 450 Barmag 400 450 303.7 350 400 300 292.7 350 336.2 250 222.3 -20.4 190.2 -18.0 200 300 -0.7 Gomitex 150 113.9 250 93.8 100 50 0 0
Slide 17: Operating EBIT
Operating EBIT Disciplined cost management supported an Operating EBIT close to break-even Attribution by P&L item Divisions CHF million CHF million 19.7 25 20 -3.4 4.6 4.6 15 18.4 -14.9 10 5 4.3 0 -22.5 -10.7 -5 -6.3 -10 -37.8 1H25 Gross Profit R&D SG&A Other 1H26 SSF C&T MMF income (net) 1H25 1H26
Slide 18: Cash Conversion
Cash Conversion Negative Free Cash Flow driven by net loss and increased net working capital for 2H26 deliveries Free Cash Flow attribution Cash flow impact from NWC CHF million CHF million Receivables 6.1 -14.6 -6.3 Inventories 48.0 -4.2 Short-term provisions -13.7 Payables -67.4 -54.9 Advance paym
Slide 19: Financial Position
Financial Position Financial position impacted by the closing of the Barmag acquisition Net debt / Net liquidity Equity CHF million CHF million 53.3% 184.3 27.8% -96.3 800 780.6 744.6 700 600 500 -703.7 400 300 200 100 -57.6 -673.3 0 2025 1H26 2025 Free cash flow Barmag Other (net) 1H26 acquisition
Slide 20: Outlook
5 Outlook Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 20
Slide 21: Outlook for the Full Year 2026 Confirmed
Outlook for the Full Year 2026 Confirmed ‒ 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
Slide 22: Q&A
Q&A Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 22
Slide 23: 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 24: Appendix
Appendix Half-Year Results 2026 . Media & Investor Presentation . July 17, 2026 Page 24
Slide 25: Order Intake by Division
Order Intake by Division CHF million 1H25 1H26 Growth FX impact M&A impact Organic growth Rieter 355.4 554.1 55.9% -8.5% 76.7% -12.3% Short-Staple Fibers 259.7 193.8 -25.4% -6.7% 0.0% -18.7% Components & Technology 95.7 99.0 3.5% -1.7% 0.0% 5.2% Man-Made Fibers - 261.3 - - - - Half-Year Results 2026
Slide 26: Sales by Division
Sales by Division CHF million 1H25 1H26 Growth FX impact M&A impact Organic growth Rieter 336.2 576.7 71.5% -7.2% 90.3% -11.6% Short-Staple Fibers 222.3 190.2 -14.4% -5.2% 0.0% -9.2% Components & Technology 113.9 93.8 -17.6% -1.3% 0.0% -16.4% Man-Made Fibers - 292.7 - - - - Half-Year Results 2026 .
Slide 27: Sales by Type of Revenue
Sales by Type of Revenue CHF million SSF C&T MMF Group January - June 2025 2026 2025 2026 2025 2026 2025 2026 New machines 144.0 130.0 0.0 0.0 0.0 277.4 144.0 407.4 and equipment Installed base & 78.3 60.2 113.9 93.8 0.0 15.3 192.2 169.3 components Total 222.3 190.2 113.9 93.8 0.0 292.7 336.2 576.7
Slide 28: Sales by Region
Sales by Region CHF million 1H25 1H26 Growth FX impact M&A impact Organic growth Rieter 336.2 576.7 71.5% -7.2% 90.3% -11.6% China 104.0 350.3 236.8% -11.9% 206.5% 42.1% India 70.9 119.8 69.0% -10.0% 82.1% -3.2% EMEA 93.9 67.1 -28.6% -2.3% 20.4% -46.7% Americas 67.4 39.5 -41.3% -3.8% 17.1% -54.7% Ha
Slide 29: Key Figures – First Half of 2026
Key Figures – First Half of 2026 CHF million 1H25 1H26 Order intake 355.4 554.1 Sales 336.2 576.7 Gross profit 83.0 96.0 Operating EBIT 4.3 -6.3 Net result -20.0 -54.9 Free cash flow -36.7 -96.3 Net liquidity (+) / net debt (-) 184.3 -673.3 Half-Year Results 2026 . Media & Investor Presentation . Ju
Slide 30: Key Data per Share
Key Data per Share Rieter registered shares of CHF 0.01 nominal value Bloomberg: RIEN SW, Thomson Reuters: RIEN.S 30/06/2025 31/12/2025 30/06/2026 Shares issued 4 672 363 136 057 708 136 057 708 (end of period) Treasury shares 119 401 94 012 31 675 (end of period) Shares outstanding 4 552 962 135 96
Slide 31: Financial Calendar
Financial Calendar Investor Update 2026 October 28, 2026 Results press conference 2027 February 24, 2027 Deadline for proposals regarding the agenda of the Annual General Meeting March 3, 2027 Annual General Meeting 2027 April 14, 2027 Semi-Annual Report 2027 July 20, 2027 Investor Update 2027 Octob