Porr Ag · VIE:POS
Porr — Q1 2026 Earnings Presentation
11 slides from Porr's earnings presentation, May 26, 2026
Slide 1: Home of Construction – Investor Presentation Q1/2026
HOME OF CONSTRUCTION Investor Presentation Q1/2026 May 2026
Slide 2: Disclaimer
DISCLAIMER • This presentation was prepared by PORR AG (the "Company") solely for use at investors’ meetings and is United States, and the securities of the Company have not been and will not be registered under the provided solely for informational purposes. A distribution of this document is not p
Slide 3: Q1/26 at a glance
Q1/26 AT A GLANCE 1 Uncut demand in infrastructure PL & CEE countries still growth drivers 4 Solid output and revenue development Output growth of 2.3% despite harsh winter 2 Increased order intake AT / CH +20%, DE +36% 5 Margin improvement on track +15 bps due to reduced input cost 3 All-time high
Slide 4: Improving outlook: rising demand and output
IMPROVING OUTLOOK RISING DEMAND AND OUTPUT Annual construction growth rates (in %) 2026 investments in DE vs. AT (in EUR bn) 3.9% 3.2% 3.3% 21.3 2.1 8.8 6.0 2.7 0.5 2.4% 2.2% 1.9% RRF: investments 5.6 in healthcare, 26.7 2026e 2027e 2028e 2026e 2027e 2028e education, energy & digital transition Euro
Slide 5: Supply and input cost security
SUPPLY AND INPUT COST SECURITY MATERIALS FIXED AND ENERGY PRICES HEDGED Construction input costs (indexed per Dec. 2020) Energy prices (indexed per Dec. 2020) 250 600 225 500 200 400 175 300 150 125 200 100 100 Jan. 21 Jan. 22 Jan. 23 Jan. 24 Jan. 25 Jan. 26 Jan. 21 Jan. 22 Jan. 23 Jan. 24 Jan. 25 J
Slide 6: Order intake: continued high demand
ORDER INTAKE CONTINUED HIGH DEMAND Order intake (in EUR m) 1,765 1,539 3% 7% 9% 9% 22% 29% +14.7% 68% 53% Q1/2025 Q1/2026 Civil engineering Non-residential Residential Miscellaneous ▪ Strong growth in PL (+106%), good momentum in DE (+36%) and AT / CH (+20%) ▪ Infrastructure DE picks up, investments
Slide 7: Top order intakes
TOP ORDER INTAKES FIGURES IN EUR Civil engineering Other Non-residential construction Residential construction Q2/25 Q3/25 Q4/25 Q1/26 • Design & Build Railway • LK108 Railway Jasło – • Incineration plant ITPO • Motorway S6 – section 1 Craiova - Caransebeș Nowy Zagórz Wloclawek / PL / 119.1m PL / 14
Slide 8: Top backlog: new all-time high
TOP BACKLOG NEW ALL-TIME HIGH Order backlog (in EUR m) 10,004 AT / CH 6% +18% 8,812 7% 6% 8% 26% 30% +13.5% 7% 61% 56% Q1/2025 Q1/2026 Civil engineering Non-residential Residential Miscellaneous ▪ Highest increases in segment CEE (+41%) & PL (+23%) ▪ Major design & build infrastructure projects cont
Slide 9: Stable revenue
STABLE REVENUE DESIGN & BUILD ORDERS VISIBLE Revenue (in EUR m) 1,265 1,245 Q1/2025 Q1/2026 ▪ Harsh winter affecting AT & DE ▪ Growth in PL & CEE based on strong backlog ▪ Development of output positive (+2.3%), including pro rata share of JVs Bochnia northern bypass Poland Rounding differences may
Slide 10: Margin improvement on track
MARGIN IMPROVEMENT ON TRACK EBIT (in EUR m) EBIT (in % from revenue) 14.3 12.6 1.1% 1.0% Q1/2025 Q1/2026 ▪ Absolute savings in cost of materials ▪ Increased JV results Luegbrücke Austria Investor Presentation 26.05.2026 I Page 10
Slide 11: Outlook
OUTLOOK Moderate growth in revenue and output Improved EBIT margin 2030 EBIT margin 3.5% - 4.0% Investor Presentation 26.05.2026 I Page 11