Slide 1: Delignit AG – Resilience & Sustainability since 1799
Ecological material for technological applications Delignit AG – Resilience & Sustainability since 1799 Company Presentation │ Earnings Call H1 2026 www.delignit-ag.de | 13.08.2026
Slide 2: Agenda
Agenda Financials 1st half year 2026 Guidance 2026 Further Outlook Delignit share © Delignit AG / 13.08.2026 2
Slide 3: Delignit strengthens its market approach for Railway and accesses Marine applications
Delignit strengthens its market approach for Railway and accesses Marine applications DELIGNIT ITALIA | LEASE AGREEMENT | MARKET APPROACH Delignit Technologies Italia S.r.l. Spotlight: Market approach railway industry Lease Agreement Business Unit “Rail & Marine” of Bellotti S.p.A. DELIGNIT GERMANY
Slide 4: Revenue from technological applications almost doubled in the first half of 2026
Revenue from technological applications almost doubled in the first half of 2026 thanks to strong core markets and market entry Italy REVENUE DEVELOPMENT TECHNOLOGICAL APPLICATIONS | GROWTH DRIVER H1-26 Revenue development Revenue share Technological Applications in € million Technological Applicati
Slide 5: EU van registrations back to growth in H1 2026
EU van registrations back to growth in H1 2026, while Germany and the motor caravan market stayed slightly below prior year REGISTRATION FIGURES LCV & MOTOR CARAVAN / ORDER BACKLOG AUTOMOTIVE INDUSTRY LCV Motor caravan Order backlog registrations registrations in german automotive industry in k unit
Slide 6: Spotlight: German OEMs have reported largely positive figures for the first half of the year
Spotlight: German OEMs have reported largely positive figures for the first half of the year BUSINESS DEVELOPMENT MAJOR GERMAN OEM Volkswagen Nutzfahrzeuge Mercedes-Benz Vans in k units Total sales volume in k units Factory Sales Vans in Commercial deliveries volume Thereof: total Vans Thereof: e-LC
Slide 7: Strong increase in revenues as well as profitability in the first half of the year
Strong increase in revenues as well as profitability in the first half of the year REVENUE AND EBITDA | KEY STATEMENTS Revenue EBITDA in € million in € million / % Key statements 6.4 6.2%% 6.2 6.8 % % +12.0% Strong revenue growth in the technological 37.8 applications market 33.7 ▪ positive performa
Slide 8: Improved operating cash flow underlines financial strength
Improved operating cash flow underlines financial strength OPERATING CASH FLOW | NET CASH | BALANCE SHEET Operating cash flow Net cash Balance sheet in € million in € million as of 30.06.26 / in € million 53.5 53.5 Non-current assets 18.2 5.3 38.5 Equity 4.2 71.9% -0.7 Current assets 25.5 2.7 Financ
Slide 9: Agenda
Agenda Financials 1st half year 2026 Guidance 2026 Further Outlook Delignit share © Delignit AG / 13.08.2026 9
Slide 10: Increased revenue guidance of €68 million with an unchanged EBITDA margin of 7-8%
Increased revenue guidance of € 68 million with an unchanged EBITDA margin of 7 - 8 % REVENUE & EBITDA | GUIDANCE IMPACTS Revenue EBITDA in € million in € million / % Guidance impacts +5.4% 8.0 % 7-8% Automotive OEM production plans indicates increasing volumes during the year 66.0 68.0 64.5 5.4 Mar
Slide 11: Agenda
Agenda Financials 1st half year 2026 Guidance 2026 Further Outlook Delignit share © Delignit AG / 13.08.2026 11
Slide 12: Delignit's strategy: growth based on technology leadership in attractive niches
Delignit´s strategy: growth based on technology leadership in attractive niches ELEMENTS OF DELIGNIT GROWTH STRATEGY Technology Product leadership 01 02 diversification Innovative solutions Cross-selling Light-weight products More revenues per vehicle Sustainable materials Technology Transfer of exi
Slide 13: The LCV market still has the potential to offer attractive growth opportunities
The LCV market still has the potential to offer attractive growth opportunities in future KEY MARKET DRIVERS OVERVIEW Growth drivers LCV Overaged fleets Market forecast Product approach E-mobility 12,9 146 % Revenue per vehicle Sales funnel +68 % Delignit 100 % 162 11,000 11,5 OEM fleet I 96 New eLC
Slide 14: The dynamic growth in the Technological Applications market segment is set to continue
The dynamic growth in the Technological Applications market segment is set to continue GROTH DRIVER TECHNOLOGICAL APPLICATIONS | INTERNTAIONAL EXPANSION Growth driver Technological Applications Strategic revenue target Energy Security & Railway Marine Revenue in € million p.a. infrastructure Defence
Slide 15: New impetus needed to return to the double-digit growth path
New impetus needed to return to the double-digit growth path that has lasted more than a decade GROWTH PATH / STRATEGIC ROADMAP EBITDA-Margin 5.4 % 4.2 % 6.3 % 9.4 % 8.0 % 7.5 % 7.5 % 9.2 % 9.3 % 7.1 % 9.8 % 8.0 % 8.7 % 8.2 % 5.7 % 8.0 % 7–8% >10 % Market entry Major order Start major LCV Market ent
Slide 16: Agenda
Agenda Financials 1st half year 2026 Guidance 2026 Further Outlook Delignit share © Delignit AG / 13.08.2026 16
Slide 17: Strengthened investor relations activities and increased trading liquidity
Strengthened investor relations activities and increased trading liquidity SHARE DEVELOPMENT / TRADING VOLUME / FINANCIAL CALENDAR Delignit share development* Delignit share ⌀ daily trading volume 2022 1.900 2,48 € 2023 5.109 2024 7.952 DLX 2025 10.635 Scale 2026 YTD** 15.613 01.01.2026 01.03.2026 0
Slide 18: Delignit │ Questions & Answers
Delignit │Questions & Answers Market leader for cargo bay protection and securing systems for LCVs Sustainable business model since 1799 through focus on ecological materials and system solutions Long-lasting order book Markus Büscher as basis for sustainable and profitable growth CEO High organic g
Slide 19: Factsheet
FACTSHEET COMPANY MANAGEMENT BOARD SUPERVISORY BOARD FULLY-CONSOLIDATED COMPANIES (share) Under the Delignit brand name, the Delignit AG develop, manufacture and sell ecological materials Markus Büscher (CEO) Gert-Maria Freimuth (chairman) Blomberger Holzindustrie GmbH (100 %) and system solutions f
Slide 20: Disclaimer
DISCLAIMER This publication does not constitute an offer for sale or a request to purchase Delignit AG securities. By accessing this document you agree to abide by the limitations set out hereafter. The information contained in this document relating to Delignit AG (“Delignit" or the "Company") may