Slide 1: Q2 2026 Investor Presentation
Q2 2026 Investor Presentation Hannes Niederhauser, Clemens Billek 6th August 2026, Linz Kontron AG | www.kontron.com 1
Slide 2: Kontron: Results & Company Highlights Q2 2026
Kontron: Results & Company Highlights Q2 2026 Results Highlights Company Highlights › Growth in Key Markets Q2 › GreenTec Restructuring Defense: +32% Savings of EUR 30m expected on run-rate Software: +16% basis – 424 FTE reduced out of target of Transportation: +11% 500 FTE) › Adjusted EBITDA up EUR
Slide 3: KPIs Q2 2026
KPIs Q2 2026 Revenues EBITDA Net Result after NCI (in EUR m) (in EUR m) (in EUR m) + 0.5% + 20.1% 46 Cent Adj. EPS 46 Cent 98 69 396 372 373 55 46 47 operational operational 28 21 28 Q2 2025 | Q2 2025* | Q2 2026 Q2 2025 | Q2 2026 | Q2 2026 adj. Q2 2025 | Q2 2026 | Q2 2026 adj. Order Entry vs. Revenu
Slide 4: KPIs H1 2026
KPIs H1 2026 Revenues EBITDA Net Result after NCI (in EUR m) (in EUR m) (in EUR m) + 1.1% + 10.9% 76 Cent Adj. EPS + 3.7% 78 Cent 146 781 737 89 729 91 101 84 47 49 operational operational 35 6M 2025 | 6M 2025* | 6M 2026 6M 2025 | 6M 2026 | 6M 2026 adj. 6M 2025 | 6M 2026 | 6M 2026 adj. Order Entry v
Slide 5: Kontron Group Balance Sheet Q2 2026
Kontron Group Balance Sheet Q2 2026 in EUR m 30.06.2026 31.12.2025 in EUR m 30.06.2026 31.12.2025 NON-CURRENT ASSETS 819.9 833.9 EQUITY 749.3 746.1 Tangible assets 234.6 236.3 Accumulated results 661.8 626.9 Intangible assets 182.5 166.4 as of treasury shares -52.0 -22.4 Goodwill 255.4 255.1 NON-CUR
Slide 6: Additional Disclosures
Additional Disclosures H1 2026 Revenues Growth Breakdown in EUR m Revenues Growth excl. GreenTec in EUR m Reported 3rd party revenues H1 2025 781 Adjusted 3rd party revenues H1 2025 729 Deconsolidation COM 39 GreenTec H1 2025 70 Sold IT BG + HU 13 Adjusted 3rd party revenues H1 2025 excl. 659 GreenT
Slide 7: Kontron: Major KPIs
Kontron: Major KPIs Solid Development in H1 2026 in Challenging Environment in EUR m H1 2024 H1 2025 H1 2026 Comment Revenues 780 729* 737 EUR 57m of divested entities revenues Gross Margin (in %) 42.0% 40.8% 42.2% Improvements expected to come based on more S + S revenues EBITDA 82 91* 101* Ongoing
Slide 8: Record Backlog of EUR 2,750m
Record Backlog of EUR 2,750m Design Wins impacted by COM deconsolidation Design Wins Backlog (in EUR m) 8,076 2,750 7,589 (in EUR m) 2,495 6,643 2,078 1,686 4,100 1,460 3,407 1,160 2,970 2,353 804 2020 2021 2022 2023 2024 2025 2026 2020 2021 2022 2023 2024 2025 2026 Backlog Coverage 2026 in EUR m Op
Slide 9: Segment Structure 2026
Segment Structure 2026 New Setup: 8 Divisions in 2 Segments Smart IoT Software & Solutions Industrial Telecom North Asia Cyber Solutions Transportation America FC 2030 Rev 2,600m EBITDA 420m ODM Aerospace & Defense Target FC 2030 Target FC 2030 EUR 1,700m* EUR 1,500m* 10% EBITDA margin 20% EBITDA ma
Slide 10: Smart IoT: Reduce Low Margin Biz
Smart IoT Reduce Low Margin Biz About the Segment & Strategy Revenue & › Combination of former Europe and Global Segment, burdened by declining Greentec biz EBITDA* Order Entry › IoT products not dedicated to vertical market applications › Revenues adjusted for 2025 deconsolidated entities (Jumptec,
Slide 11: Software + Solutions: Fast Growing – Our Focus
Software + Solutions: Fast Growing – Our Focus Strongest EBITDA Contributor, Just Started in 2020 About the Segment & Strategy › Consists of IoT technology specialized for defense + trains + cybersecurity Revenue & EBITDA* › H1 burdened by GreenTec -> need to solve in 2026 Order Entry › > 60% of Kon
Slide 12: Cybersolutions
Cybersolutions KPI-Update for H1 2026 In EUR m H1 2025 H1 2026 Third-Party Revenues 59 69 EBITDA 6 7 Backlog 111 102 About the Technology Global rise in cyber threats and › KontronOS layer to enable CRA compatible products, AI-Shield to protect data traffic stricter regulations like the Cyber › Unli
Slide 13: Defense
Defense KPI-Update for H1 2026 In EUR m H1 2025 H1 2026 Third-Party Revenues 63 84 EBITDA 10 16 Backlog 82 111 About the Technology › VPX enables high speed data communication among military equipment Global increase in defense spendings › Strong encryption to protect sensitive data making cybersecu
Slide 14: Transportation
Transportation KPI-Update for H1 2026 In EUR m H1 2025 H1 2026 Third-Party Revenues 108 120 EBITDA 21 20 Backlog 641 703 About the Technology Growth momentum building from › Sensitive rail communication at 5G speed 2026, supported by 50% market › Technology leader in FRMCS standard, (mandatory in 20
Slide 15: Update Restructuring Program CSP 2026
Update Restructuring Program CSP 2026 Target: − Adjust solar and WBX headcount to actual biz, back to profits in Q4/2026 − Achieve annual savings of > EUR 30m starting 2027 with one time EUR 25m in restructuring costs in 2026 − Reduction of 500 FTE (mainly GreenTec); completed in Q3/2026 Achievement
Slide 16: Cooperation & Synergies Ennoconn
Cooperation & Synergies Ennoconn Topic Revenue Synergy potential potential management Add joint experienced hi tech leaders in sales & biz development enabler Technology Install Kontron OS on ENN products (add unique CRA security features) - Blue chip customers 500k pcs @ 10$ $ 5m - ENN std products
Slide 17: Ennoconn's Long-term Commitment to Kontron Partnership
Ennoconn’s long-term Commitment to Kontron Partnership ◼ Ennoconn Corporation (6414.TW) has increased its shareholding and Kontron and launched a mandatory tender offer on 29 June. The deadline for the acceptance period was 27 July. ◼ With the acceptance rate below 20% Ennoconn will not hold the maj
Slide 18: History and 2026 Forecast
History and 2026 Forecast Continuous Strong Organic Growth in Profitability Expected 2,000 250 9,000 divest IT 7,500 200 1,500 6,000 150 divest IT 1,000 4,500 100 3,000 500 50 1,500 0 0 0 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026e 2020 2021 2022 2023 2024 2025 6M2026 Revenue (left scale) EBI
Slide 19: Appendix
Appendix Kontron AG | www.kontron.com 19
Slide 20: The Kontron Share
The Kontron Share Price target clearly above current share price Shareholder Structure Analyst Recommendations Cantor Fitzgerald Buy: EUR 34.00 Jefferies Buy: EUR 27.00 Ennoconn - 28.8% ERSTE Group Buy: EUR 30.90 Kepler Cheuvreux Buy: EUR 30.00 Swedbank AB - 2.1% mwb research Buy: EUR 35.00 Kontron
Slide 21: Update on ESG: Achievements
Update on ESG: Achievements Recognition of Kontron’s ESG efforts › MSCI: A (previously BBB) › EcoVadis: 50 (rated above industry average) › Sustainalytics: 17.9 (low risk) › Moody’s: 38 (improvement by 4 points since 2022) › ISS ESG: C (previously C-) › Double Materiality Analysis (CSRD requirement)
Slide 22: Update on ESG: Outlook & Targets
Update on ESG: Outlook & Targets › Corporate Carbon Footprint (Full disclosure on Scope I, II, III) › Climate Risk Analysis › EU Taxonomy alignment › CSRD compliance – Sustainability Statement 2024 (ESRS) based on Double Materiality Analysis › Kontron’s Green Products – communicating our products be
Slide 23: Disclaimer
Disclaimer This document includes 'forward-looking statements'. Forward-looking statements are all statements, which do not describe facts of the past, but containing the words "believe", "estimate", "expect", "anticipate", "assume", "plan", "intend", "could", and words of similar meaning. These for