Georg Fischer Ag · SIX:GF

Georg Fischer — Investor Day (November 2025)

21 slides from Georg Fischer's investor day presentation, Nov 4, 2025

Slide 2: Integrated heating and cooling solutions for superior comfort
Schaffhausen, 4 November 2025 Integrated heating and cooling solutions for superior comfort Michael Rauterkus, Torsten Meier © GF v3.3
Slide 3: Agenda
Capital Markets Day 2025 Agenda 1 Building Flow Solutions Strategy 2030 Integrated heating and cooling solutions 2 for superior comfort Michael Rauterkus Torsten Meier President Chief Innovation Officer GF Building Flow Solutions GF Building Flow Solutions © GF v3.3 3 Schaffhausen, 4 November 2025 |
Slide 4: Building Flow Solutions Strategy 2030
Building Flow Solutions Strategy 2030 © GF v3.3 4 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 5: Integration successfully executed in volatile market conditions …
Strategy 2030 Integration successfully executed in volatile market conditions … SKUs -60% Plant consolidation in Poland Closure of plant in Italy Closure of plant in Turkey Complexity in portfolio reduced Footprint and organization Systematic focus on customer and streamlined channel synergies © GF
Slide 6: … now shifting gears to accelerate growth
Strategy 2030 … now shifting gears to accelerate growth Attractive product synergies Combined portfolio launched Award-winning innovation pipeline launched at ISH 2025 contributing to growth © GF v3.3 6 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 7: Industry trends continue to drive demand for easy-to-install solutions for efficient heating and cooling
Strategy 2030 Industry trends continue to drive demand for easy-to-install solutions for efficient heating and cooling 80% of energy used in EU homes is for heating, cooling and hot water Energy Sustainable Digitalization Construction Labor safety & efficiency solutions & AI productivity shortage En
Slide 8: Strategy 2030 focuses on expanding channels and strengthening the push-pull business model
Strategy 2030 Strategy 2030 focuses on expanding channels and strengthening the push-pull business model ▪ Strategic pricing Maximize the core business ▪ Installer pull focus ▪ Expansion in retail Grow with new opportunities ▪ Global project organization Lead with innovative solutions ▪ Solutions fo
Slide 9: Moving from push to pull with clear focus on training the installer base
Strategy 2030 Moving from push to pull with clear focus on training the installer base Installer training Events & roadshows Brand awareness Loyalty & incentives ▪ Launch of digital training ▪ Bring trainings to ▪ Activate A&P and ▪ Tool campaigns platform wholesale locations, local sponsorship medi
Slide 10: Integrated heating and cooling solutions for superior comfort
Integrated heating and cooling solutions for superior comfort © GF v3.3 10 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 11: Growing demand for energy-efficiency upgrades and enhanced comfort drive renovation markets
Building Showcase Growing demand for energy-efficiency upgrades and enhanced comfort drive renovation markets EU policy push continue to drive adoption Heat pumps are dominant in Germany which drives of heat pumps new cooling market opportunities as well Installed stock of heat pumps in Europe Heat
Slide 12: Schaffhausen, 4 November 2025 | Capital Markets Day © GF v3.3
© GF v3.3 12 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 13: Local heat distribution networks require easy-to-install solutions with low heat loss
Local heat distribution networks require easy-to-install solutions with low heat loss © GF v3.3 13 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 14: Connection from the heat pump to building with the best thermal performance on the market
Building Showcase Connection from the heat pump to building with the best thermal performance on the market Ecoflex VIP 2.0 ▪ Best-in-class insulation ▪ Less outer pipe diameter and heat loss ▪ Superior flexibility and time savings Pre-assembled packages to easily connect heat pump – pipe pre-cut as
Slide 15: Underfloor heating and cooling in renovation: space limitations, cost-intensive, time-consuming
Underfloor heating and cooling in renovation: space limitations in height, cost-intensive, time-consuming © GF v3.3 15 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 16: Revolution in renovation: low profile, easy-to-install, direct-flooring solutions for radiant heating and cooling
Building Showcase Revolution in renovation: low profile, easy-to-install, direct-flooring solutions for radiant heating and cooling Siccus 16 ▪ Direct flooring compatibility ▪ Ultra-low 20 mm height ▪ Up to 40% faster installation ▪ One person installation The same system can be easily also used for
Slide 17: Direct tiling solution: fewer installation steps, no drying time, faster completion
Building Showcase Direct tiling solution: fewer installation steps, no drying time, faster completion 1 2 3 4 5 6 © GF v3.3 17 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 18: Revolution in renovation: low profile, easy-to-install, direct-flooring solutions for radiant heating and cooling
Building Showcase Revolution in renovation: low profile, easy-to-install, direct-flooring solutions for radiant heating and cooling Siccus 16 ▪ Direct flooring compatibility ▪ Ultra-low 20 mm height ▪ Up to 40% faster installation ▪ One person installation The same system can be easily also used for
Slide 19: The comfort challenge
Building Showcase The comfort challenge Fast changing weather The comfort challenge Slow Modern response architecture time © GF v3.3 19 Schaffhausen, 4 November 2025 | Capital Markets Day
Slide 20: Energy reduction and comfort through AI technology, seamlessly connected to the heat pump
Building Showcase Energy reduction and comfort through AI technology, seamlessly connected to the heat pump Smatrix AI wireless control system continuously adjusts the heat pump output for maximum comfort and efficiency Uponor brand is the first in the market using AI technology for underfloor heati

Georg Fischer — Investor Day (November 2025) on 6ix

Georg Fischer — Investor Day (November 2025)

Slide 1: © GF v3.3

Slide 2: Integrated heating and cooling solutions for superior comfort

Slide 3: Agenda

Slide 4: Building Flow Solutions Strategy 2030

Slide 5: Integration successfully executed in volatile market conditions …

Slide 6: … now shifting gears to accelerate growth

Slide 7: Industry trends continue to drive demand for easy-to-install solutions for efficient heating and cooling

Slide 8: Strategy 2030 focuses on expanding channels and strengthening the push-pull business model

Slide 9: Moving from push to pull with clear focus on training the installer base

Slide 10: Integrated heating and cooling solutions for superior comfort

Slide 11: Growing demand for energy-efficiency upgrades and enhanced comfort drive renovation markets

Slide 12: Schaffhausen, 4 November 2025 | Capital Markets Day © GF v3.3

Slide 13: Local heat distribution networks require easy-to-install solutions with low heat loss

Slide 14: Connection from the heat pump to building with the best thermal performance on the market

Slide 15: Underfloor heating and cooling in renovation: space limitations, cost-intensive, time-consuming

Slide 16: Revolution in renovation: low profile, easy-to-install, direct-flooring solutions for radiant heating and cooling

Slide 17: Direct tiling solution: fewer installation steps, no drying time, faster completion

Slide 18: Revolution in renovation: low profile, easy-to-install, direct-flooring solutions for radiant heating and cooling

Slide 19: The comfort challenge

Slide 20: Energy reduction and comfort through AI technology, seamlessly connected to the heat pump

Slide 21: Q&A