Montana Aerospace Ag · SIX:AERO
Montana Aerospace — Investor Presentation (August 2026)
19 slides from Montana Aerospace's investor presentation, August 2026
Slide 1: Company Presentation
Company Presentation 2026
Slide 2: We shape the future.
We shape the future. With experience, a spirit of innovation and the highest standards, we are setting out for new horizons.
Slide 3: Best-in-class Leadership Team with deep industry expertise
Best-in-class Leadership Team with deep industry expertise and proven experience leading large corporations Board Members CFO CHRO Chairman of the Board of Directors Martin Ohneberg Patrick Maurer Vicky Welvaert Michael Tojner Vice Chairman of the Board of Directors Finance Global HR, ESG, Christian
Slide 4: Positioned as a game-changer in the aerospace supply chain
positioned as a game -changer in the aerospace supply chain HIGHLY INTEGRATED BEST-COST-COUNTRY VALUE CHAIN MANUFACTURING FOOTPRINT HIGH MATERIAL Unique process know-how COMPETENCE BACKED BY OWN IP ESG DEEPLY INTEGRATEDIN OURBUSINESSMODEL 4
Slide 5: Montana Aerospace at a glance
Montana Aerospace at a glance Multi-material competence in 13 ~5.800 ~367.000 locations highly qualified sqm industrial surface worldwide employees aluminum, titanium, steel >€979. 70+ >300 and composite million years of experience CNC machines & in revenues in metallurgy and materials processing. >
Slide 6: Serving Mission-Critical Aerospace Industries
Serving Mission -Critical Aerospace Industries Defense Civil Aviation Space 6
Slide 7: Product strategy centred on complex, mission-critical aerostructures
attractive product strategy centredon highly complex, mission-critical aerostructures for every aircraft in the sky FuselageSystems Engine Rings /Nacelles Landing Gear High LiftMechanisms Engine Parts Boeing 737 Aluminium Titanium Composite Note(s): (General) The plane shows indicative exposure to t
Slide 8: Serving all major commercial aircraft platforms
Serving all major commercialaircraft platforms A220 737 MAX A320 family 777 / 777X A321 787 A330 747 A350 767 9 E170 Global 7000 E190 F35 Note(s): (General) The aircraft models shown are for illustrative purposes only, and the list is not exhaustive 8
Slide 9: Strong and growing order book with long-term revenue visibility
strong and growing order book, supported by a diverse long -lived platform base, provides long -term revenue visibility Narrowbody Military (Transportation) Narrowbody Widebody A400M 737 MAX A220 767 Montana Aerospace A320 commercialbacklog: 777 Backlog definition A321 = Contracted shipset value 777
Slide 10: Global Manufacturing Footprint close to all key customers
Global Manufacturing Footprint strategically locatedin close proximity toall key customers americas europe ASIA Blue-chip customer base ~1,000 ~4,100 ~1,200 Medieșu Spirit Award 2022 Vancouver Stillwater Zaventem Regau Baia Mare Dumbravita Da Baoying Nang Aurit Ball Corsio della Canton Ball Ground G
Slide 11: High degree of vertical integration across the aerostructure value chain
high degree of vertical integration across the aerostructure value chain offers customers a unique value proposition Raw Al/Ti Billet Surface Sub Final Material Machining OEM Smelter Casting Treatment Assembly Assembly Production Non-integrated Supplier 1 Supplier 2 Supplier 3 Supplier 4 Supplier 5
Slide 12: Solid growth in net sales and EBITDA achieved in FY25
Solid growth in net sales and EBITDA was achieved in FY25, alongside margin expansion in EURm Description Net sales Adj. EBITDA ▪ In FY25, Montana Aerospace generated adj. EBITDA % (Group) net sales of €979.3 million (+15.1% vs. FY24) adj. EBITDA % (Aerostructures) - Positive net sales development w
Slide 13: Strengthening our position in defense aerospace
STRENGTHENING OUR POSITION IN DEFENSE AEROSPACE Expanded partnership with Lockheed Martin in the F-35 Expanded Strategic Partnership Strengthens our long-term collaboration with Lockheed Martin across the F-35 program Increased Program Content Additional work packages expand our participation in one
Slide 14: Space applications become a meaningful growth platform
SPACE APPLICATIONS BECOME A MEANINGFUL GROWTH PLATFORM Supporting the next generation of launch and satellite programs Growing Revenue Contribution Space applications are expected to develop towards 10% of Group revenue in FY 2026 Integrated Manufacturing Platform Vertical integration and engineerin
Slide 15: Capital allocation supports long-term growth and margin expansion
Capital allocation supports long-term growth and margin expansion, driven by business wins and increasing capacity requirements Higher Capacity Investments in Requiredinvestments Business Wins Requirements All Key Regions Maintenance CapEx €50m americas europe apac per annum Accretive Margin & Growt
Slide 16: Robust near-term outlook with a clear path to full capacity utilization
ROBUST NEAR -TERM OUTLOOK WITH A CLEAR PATH TO FULL CAPACITY UTILIZATION -CONFIRMED RE Metric/kpi FY 2026 FY 2027 Description ▪ For 2026, Montana Aerospace re-iterates its Netsales >EUR 1,000m >EUR 1,100m guidance to generate: - Net sales of over €1.0 billion - Adjusted EBITDA of over €185 million A
Slide 17: Strong growth potential, profitability and cash generation outlook
Strong growth potential, profitability and cash generation outlook support our commitment to creating attractive shareholder returns ✓ High level of visibility supported by expanding order backlog ✓ Strong margin profile achieved through operational excellence ✓ Strong cash flow profile following a
Slide 18: Disclaimer
Disclaimer THIS PRESENTATION AND ITS CONTENTS ARE CONFIDENTIAL AND ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM THE UNITED STATES OF AMERICA, CANADA, AUSTRALIA, JAPAN, SOUTH AFRICA OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNL
Slide 19: Company Presentation
Company Presentation 2026
Montana Aerospace — Investor Presentation (August 2026) on 6ix