Burckhardt Compression Holding Ag · SIX:BCHN
Burckhardt Compression — H1 FY2026 Earnings Presentation
29 slides from Burckhardt Compression's earnings presentation, Nov 3, 2026
Slide 1: Half-Year Results Fiscal Year 2026
Half-Year Results Fiscal Year 2026 November 3, 2026, Winterthur, Switzerland Half-Year Results Fiscal Year 2026 3 November 2026 1
Slide 2: Disclaimer
Disclaimer The contents of this document, including all statements made therein, are based on estimates, assumptions and other information currently available to the management of Burckhardt Compression. This document contains certain statements related to the future business and financial performan
Slide 3: Agenda
Agenda 1 Key Highlights and Market Developments 04 2 Operational Review 10 3 Financial Review 19 4 Outlook and Wrap-up 23 Half-Year Results Fiscal Year 2026 3 November 2026 3
Slide 4: Key Highlights and Market Developments
Key Highlights and Market Developments Fabrice Billard CEO Half-Year Results Fiscal Year 2026 3 November 2026 4
Slide 5: Sustained value creation in a temporarily disrupted market environment
Sustained value creation in a temporarily disrupted market environment Order intake returns Sales in line with EBIT margin on track to growth expected project phasing Financials HY 2026 422.5 HY 2026 459.0 HY 2026 12.1% (in mn CHF) HY 2025 400.7 HY 2025 516.2 HY 2025 12.7% +5.4% -11.1% -0.6pp Net in
Slide 6: Return to order growth despite continued short-term uncertainty
Return to order growth despite continued short-term uncertainty Order intake In mn CHF H1 H2 Growth in both divisions despite temporary effects of Middle East conflict, supported by: 706 • Fewer disputes over US tariffs • Strong, established position in growing marine market 615 581 562 • Expansion
Slide 7: Middle East conflict temporarily disrupts markets
Middle East conflict temporarily disrupts markets New opportunities to support energy security are emerging Systems: Existing local projects continuing; Services: Plants are operating at reduced China: Reduced feedstock affecting core Alternative routes create opportunities capacity, disrupting serv
Slide 8: Markets dynamics highly dependent on application and region
Markets dynamics highly dependent on application and region 1HY FY 2026 market trends Trends across segments and regions Petrochemical/ Gas Transport H2 Mobility & Industrial Gas Refinery Gas Gathering & Chemical Industry & Storage Energy Processing EVA demand related to Strong pipeline for Europe:
Slide 9: Measures implemented to strengthen competitiveness and structurally improve our cost base
Measures implemented to strengthen competitiveness and structurally improve our cost base Resilient set-up Measures implemented in FY 2025 Additional measures implemented in FY 2026 • Sizeable order backlog • Targeted cost reduction measures in • Reduction of 220 positions, incl. 150 in • Diversifie
Slide 10: Operational Review
Operational Review Fabrice Billard CEO Half-Year Results Fiscal Year 2026 3 November 2026 10
Slide 11: Systems Division: Orders return to growth; double-digit EBIT margin maintained
Systems Division Orders return to growth; double-digit EBIT margin maintained Key figures - Systems Division In mn CHF 1HY FY 2026 1HY FY 2025 Change • Order intake up 6.3% (+3.0% net of FX effects & Fornovo Gas acquisition) o Strong marine market (LNG / LPG) Order intake 260.9 245.5 +6.3% o New app
Slide 12: Systems Division: Focus on operational excellence; strong progress on product development
Systems Division Focus on operational excellence; strong progress on product development Progress Strengthen • Extended product offering in marine with launch of the BOG100-2.0 towards our core business strategic objectives • Fit4Growth program continuing in Swiss factory (Outsourcing of non-core Op
Slide 13: Entering European biogas and biomethane market with Fornovo Gas
Entering ~CHF 200 mn European biogas and biomethane market with Fornovo Gas – Potential for global roll-out Entering the biogas and biomethane market Fornovo Gas awarded by Honeywell Technologies for a biomethane reverse flow project in Ireland in September 2026 • Fornovo Gas provides Burckhardt Com
Slide 14: Launched new marine compressor for LNG-fueled merchant ships
Launched new marine compressor for LNG-fueled merchant ships Sets new technical benchmark and expands addressable market New marine compressor launched: Improved efficiency vs previous model Strengthens our addressable market for BOG100-2.0 Lower lifecycle costs vs alternatives LNG-fueled merchant s
Slide 15: Expanding application portfolio into semiconductor applications
Expanding application portfolio into semiconductor applications with proven hydrogen compression capabilities H2 Production Purification Compressor type: Diaphragm MD5, MD10 and MD12 Booster Compressor H2 H2 H2 Growing semiconductor demand driven by AI, data centers, and digital infrastructure incre
Slide 16: Services Division: Resilient business performance amid market disruptions
Services Division Resilient business performance amid market disruptions Key figures - Services Division In mn CHF 1HY FY 2026 1HY FY 2025 Change • Order intake up 4.1% (+2.6% net of FX effects & Fornovo Gas acquisition) o Further growth in marine Order intake 161.6 155.2 +4.1% o A few large orders
Slide 17: Services Division: Systematic progress on all four pillars
Services Division Systematic progress on all four pillars • ACT integration into the US organization completed, strengthening local Progress Strengthen manufacturing and service capabilities towards our core business • New compressor valve model for merchant shipping applications strategic objective
Slide 18: Increasing marine fleet coverage through long-term service agreements
Increasing marine fleet coverage through long-term service and framework agreements, generating greater service visibility Coverage of LNG carrier compressors with service agreements Service agreement development in H1 FY 2026 Number of compressors under service agreement Five-year LTSA renewed with
Slide 19: Financial Review
Financial Review Rolf Braendli CFO Half-Year Results Fiscal Year 2026 3 November 2026 19
Slide 20: Group financials: Resilience in a temporarily disrupted market
Group financials Resilience in a temporarily disrupted market Reported results • Order intake up 5.4% (+2.9% net of FX translation effects & Fornovo Gas In mn CHF 1HY FY 2026 1HY FY 2025 Change acquisition) Order intake 422.5 400.7 +5.4% o Growth supported by both Divisions o Driven by marine, new a
Slide 21: Group financials: Strong cash generation from operations
Group financials Strong cash generation from operations Cash flow statement In mn CHF 1HY FY 2026 1HY FY 2025 • CFO at CHF +59.9 mn o Further positive development in A/R thanks to cash collection Cash initial balance as of April 1 263.0 222.9 Cash Flow from Operating Activities (CFO) 59.9 30.3 • CFI
Slide 22: Group financials: Robust balance sheet
Group financials Robust balance sheet Balance sheet In mn CHF 1HY FY 2026 1HY FY 2025 • Property, plant and equipment stable Property, plant & equipment 179.5 172.0 • WIP and advance payments from customers normalized following the Inventories 366.8 438.2 execution and delivery of projects from the
Slide 23: Outlook and Wrap-up
Outlook and Wrap-up Fabrice Billard CEO Half-Year Results Fiscal Year 2026 3 November 2026 23
Slide 24: Fiscal year 2026 guidance confirmed amid shift in underlying assumptions
Fiscal year 2026 guidance confirmed amid shift in underlying assumptions FY 2026 Market disruptions Guidance expected to continue in H2 FY 2026 Strong backlog and new opportunities unlocked FY 2026 Measures implemented Sales (CHF) EBIT margin to optimize cost base 900 mn to 1’000 mn ~12% Stronger H2
Slide 25: Mid-term outlook: Global megatrends underpin Mid-Range Plan trajectory
Mid-term outlook Global megatrends continue to underpin our Mid-Range Plan trajectory Growing global population1 Energy security Energy transition • Increased demand for chemical • Additional infrastructure required to • Growing share of natural gas in products, polymers and industrial ensure energy
Slide 26: Q&A: We welcome your questions
Half-Year Results Fiscal Year 2026 Q&A We welcome your questions * Excluding restructuring costs Half-Year Results Fiscal Year 2026 3 November 2026 26
Slide 27: Wrap-up
Half-Year Results Fiscal Year 2026 Wrap-up Order intake returned to growth in both divisions. We compensated short-term market disruptions • Systems: Entering new applications • Services: Leveraging our installed base Lower sales reflect the lower opening backlog and expected project phasing, rather
Slide 28: Half-Year Results Fiscal Year 2026 3 November 2026
Half-Year Results Fiscal Year 2026 3 November 2026 28
Slide 29: Glossary
Glossary • ACT Advanced Compressor Technology • LNG Liquefied natural gas • AI Artificial intelligence • LPG Liquefied petroleum gas • BC Burckhardt Compression • MRP Mid-range plan • CCUS Carbon capture, utilization, and storage • OBC Other brand compressor • CMD Capital markets day • OEM Original
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