Vaisala Oyj Class A · OMXHEX:VAIAS

Vaisala Oyj Class A — Q2 2026 Earnings Presentation

17 slides from Vaisala Oyj Class A's earnings presentation, Jul 21, 2026

  1. Slide 1: Strong growth in orders received driven by record-high demand in Industrial Measurements

    Strong growth in orders received driven by record- high demand in Industrial Q2 Measurements Half Year Financial Report January–June 2026 Kai Öistämö, President & CEO Heli Lindfors, CFO

  2. Slide 2: Strong growth in orders received driven by record-high demand in Industrial Measurements

    Strong growth in orders received driven by record-high demand in Industrial Measurements Net sales Order book Q2/2026 151.4 198.9 • Vaisala continued to perform well in the second quarter (145.0) MEUR +4% (Dec 31, 2025: 185.8) • Record-high quarter for Industrial MEUR +7% Measurements • Xweather con

  3. Slide 3: Leading the future of weather, from sensors to insight

    Leading the future of weather, from sensors to insight Product launch: PRECICAP® Radar Precipitation Sensor Acquisition: AI weather company Atmo, Inc. Precipitation has been undermeasured for over a Brings industry-leading AI weather forecasting century. New sensor changes that by using the technolo

  4. Slide 4: Financials

    Financials Weld waee - : © i- cay — = = —_ _— = ss = — = _ => — _— — — — _ — hea : — i = “ VAISALA

  5. Slide 5: Strong growth in order intake

    Strong growth in order intake • Orders received increased 11% Y/Y MEUR % 180 20 • Order book EUR 198.9 million, 7% above the level at the end of 2025 160 151.4 18 145.0 • Order book for 2026 EUR 131.6 million 140 137.4 16 124.1 14.6% • ARR EUR 58.0 million, 7% above the level in 120 13.5% 14 Q2/2025

  6. Slide 6: Industrial Measurements: a record-high quarter

    Industrial Measurements: a record-high quarter MEUR % • Orders received increased by 26% Y/Y (28% in constant currencies) 90 • Growth in all market segments and regions, particularly 79.3 68 80 in Americas, further boosted by large orders from data 64.4% center and power customers 62.8% 68.2 64 70 •

  7. Slide 7: Largest market segments in Industrial Measurements

    Largest market segments in Industrial Measurements Life science ~30% Data centers ~10% Power ~10% of the business area’s net sales of the business area’s net sales of the business area’s net sales Other key markets: semiconductors and battery manufacturing + a wide range of other industries Half Yea

  8. Slide 8: Xweather: double-digit growth continued

    Xweather: double-digit growth continued MEUR % • Annual recurring revenue EUR 58.0 million, 20 85 7% above the level in Q2/2025 18 80.0% 80 • Net sales increased by 13% Y/Y 16 76.5% 15.1 (15% in constant currencies) 14 13.3 75 12 • Growth driven by the insurance industry, 70 transportation and logis

  9. Slide 9: Weather, Energy, and Environment: slow quarter in project orders, profitability improved

    Weather, Energy, and Environment: slow quarter in project orders, profitability improved MEUR % • Orders received decreased by 5% Y/Y 100 54 • Slow quarter in project orders • Order book EUR 142.9 million, same level as at year- 80 end 2025 70.0 68.6 • Order book for 2026 EUR 87.3 million 58.2 46 61

  10. Slide 10: Strong cash flow

    Strong cash flow • Cash flow from operating activities Change in cash (MEUR) increased to EUR 48.9 (33.1) million in January–June 2026. 7.1 • Increased net result, timing of tax payments, 11.5 6.7 and lower level of project receivables 24.9 • Cash conversion 1.3 in January–June 2026 28.4 52.4 • Free

  11. Slide 11: January–June 2026: 7% net sales growth in constant currencies

    January–June 2026: 7% net sales growth in constant currencies • Net sales increased by 3% MEUR 1-6/2026 1-6/2025 2025 (+7% in constant currencies) Net sales 288.5 280.6 596.9 • Operating expenses increased by 4% Cost of goods sold -123.0 -123.8 -267.2 compared to the previous year • Investments in I

  12. Slide 12: Strong financial position

    Strong financial position • Statement of financial position at the end of MEUR 1-6/2026 1-6/2025 2025 June 2026 EUR 579.2 million Equity per share 9.03 7.99 8.99 • Low leverage in the balance sheet Return on equity, % • Cash and cash equivalents totaled EUR 82.5 17.4 15.3 18.8 million (EUR 92.8 mill

  13. Slide 13: Market and business outlook

    Market and business outlook

  14. Slide 14: Market outlook for 2026

    Market outlook for 2026 Industrial Life science Growth Power Markets for Xweather subscription sales Meteorology Stable Aviation Renewable energy Half Year Financial Report January–June 2026 July 21, 2026 15

  15. Slide 15: Business outlook for 2026 reconfirmed

    Business outlook for 2026 reconfirmed Net sales Vaisala estimates that its full-year 2026 net sales will be in the range of EUR 600–630 million. Operating result Vaisala estimates that its full-year 2026 EBITA will be in the range of EUR 95–110 million. Business outlook excludes potential significan

  16. Slide 16: Disclaimer

    Disclaimer The forward-looking statements in this release are based on the current expectations, known factors, decisions and plans of Vaisala's management. Although the management believes that the expectations reflected in these forward-looking statements are reasonable, there is no assurance that

  17. Slide 17: Vaisala

    VAISALA

Vaisala — Q2 2026 Earnings Presentation on 6ix