Slide 1: Making every move count
Making every move count Pre-silent call with CFO Sakari Ahdekivi 23 June 2026 1
Slide 2: Disclaimer
Disclaimer This presentation includes forward-looking statements that are based on present plans, estimates, projections and expectations and are not guarantees of future performance. These forward-looking statements are subject to numerous risks, uncertainties and assumptions, including risks relat
Slide 3: Agenda
Agenda ● Recap of Q1/2026 highlights ● Orders booked in Q2/2026 ● Market indicators for 2026 ● Q&A 3
Slide 4: Q1/2026: Steady sales growth amidst Services headwinds
Q1/2026: Steady sales growth amidst Services headwinds • Overall stable demand amidst geopolitical instability • Orders received decreased yoy due to strong comparison period to EUR 451 (480) million • Sales +5% to EUR 420 (398) million (+10% in constant currencies) • Eco portfolio sales on good lev
Slide 5: Order intake sequentially on stable level
Order intake sequentially on stable level Orders received and order book, MEUR • Relatively stable overall demand for equipment and services across different end customer segments • Orders received EUR 451 (480) million ‒ -2% in constant currencies • Strong comparison period ‒ (-) Equipment: timing
Slide 6: Order intake increased in Americas and APAC
Order intake increased in Americas and APAC Orders received by geographical area, Q1/26 • (-) EMEA order intake decreased due to timing of some sizable orders during comparison period • (+) Americas order intake grew due to gradual recovery of distribution end customer market in the US • (+) APAC or
Slide 7: Sales grew 10% in constant currencies
Sales grew 10% in constant currencies Sales, MEUR • Sales + 5% yoy, +10% in constant currencies ○ Equipment +7% ○ Services +2% • Services’ share of sales 35% MEUR Q1/26 Q1/25 Change Sales 420 398 +5% Services share of total sales 35% 36% 7
Slide 8: Sales grew in both segments and all market areas
Sales grew in both segments and all market areas Sales by geographical area, Q1/26 • (+) EMEA sales grew driven by a few sizeable order deliveries • (+) Americas sales increased in the Equipment segment • (+) APAC sales strong in ports and terminals MEUR Q1/26 Q1/25 Change EMEA 231 216 +7% Americas
Slide 9: Mixed performance in Q1
Mixed performance in Q1 Equipment Services Orders received: Orders received: 302 MEUR 149 MEUR Order book: Order book: 873 MEUR 137 MEUR Sales: Sales: 271 MEUR 148 MEUR Comparable operating profit: Comparable operating profit: 34.1 MEUR/12.6% 23.6 MEUR/16.0% Other not included. 9
Slide 10: Guidance for 2026
Guidance for 2026 Kalmar expects its comparable operating profit margin to be above 12.5 percent in 2026. 10
Slide 11: Order releases booked in Q2/2026
Order releases booked in Q2/2026 6 Kalmar electric empty Customised training 2 Kalmar electric container handlers to simulator for heavy reachstackers to C.Steinweg Lechman Terminals, Brazil material handling to - Handelsweem B.V., SSAB Special Steel, the Netherlands Sweden 11
Slide 12: Global growth forecasts
Global growth forecasts Average growth rate 2024-28: 4.3% Average growth rate 2019-23: 2.1% Average growth rate 2024-28: 3.3% Average growth rate 2019-23: 2.7% Average growth rate 2024-28: 3.3% Average growth rate 2024-28: 2.9% Average growth rate 2019-23: 2.6% Average growth rate 2019-23: 1.8% Sour
Slide 13: Demand outlook
Demand outlook (as per Q1/26 in May) • Kalmar expects that the total market demand for the next six (6) months remains approximately at a similar level as in the previous quarters • However, trade tensions and increased geopolitical instability could affect Kalmar’s markets and end-customer demand.
Slide 14: Changes in Kalmar Leadership Team
Changes in Kalmar Leadership Team New team as of 1 October 2026 Sami Niiranen Katri Hokkanen Ulla Bono Thor Brenden Carina Geber-Teir Alf-Gunnar Karlgren President and CEO Chief Financial Officer SVP, General Counsel President, Terminal SVP, IR, Marketing & President,Counter Balanced Tractors Commun
Slide 15: Save the date: Kalmar's CMD on 2 November 2026
Save the date: Kalmar’s CMD on 2 November 2026 Formal invitation will follow 15
Slide 16: Q&A
Q&A 16 < Kalmar
Slide 17: Kalmar
Kalmar