Gurit Holding Ag · SIX:GURN
Gurit — H1 2026 Earnings Presentation
19 slides from Gurit's earnings presentation, Aug 26, 2026
Slide 1: Gurit H1 2026 Results
Gurit H1 2026 Results Media and Analyst Conference Philippe Royer Viktor Bernhardt Chairman CEO Zurich, August 26, 2026, at 09:00 AM CET Global leader in performance materials empowering our customers’ energy-efficient solutions
Slide 2: Organizational Update
Organizational Update Philippe Royer, Chairman of the Board of Directors
Slide 3: Organizational Update & Leadership Continuity
Organizational Update & Leadership Continuity Viktor Bernhardt is promoted to Group CEO • Viktor has served as Group CFO since December 2025 and as Group CEO ad interim since July 23, 2026 • The search for a Group CFO will start immediately Source: Gurit Gurit H1 2026 Presentation 26/08/2026 3
Slide 4: Business Update & Highlights
Business Update & Highlights Viktor Bernhardt, CEO
Slide 5: H1 2026: Continuing Operations Grow 16% at Constant FX
H1 2026: Continuing Operations Grow 16% at Constant FX 11% Adjusted Operating Profit Margin Confirms Strategic Realignment Highlights: Strong performance with significant profitability improvement Strong H1 2026 performance Net sales from continuing operations: CHF 152.4m (H1 2025: 139.6m) +16.0% at
Slide 6: Growth Across all Three Business Units, Wind Materials Exceeds Expectations
Growth Across all Three Business Units, Wind Materials Exceeds Expectations Strengthening Strong growth driven Subsea expansion our leading wind by India and solid and market position project execution diversification Wind Materials (82.9m*) Manufacturing Solutions (23.9m*) Marine & Industrial (45.7
Slide 7: Supply Chain Resilience Mitigated External Headwinds
Supply Chain Resilience Mitigated External Headwinds External Headwinds Mitigation Actions Achievements Raw material costs • Procurement initiatives • Reliable supply chain and customer deliveries Freight costs • Supply chain optimization • No significant impacts Energy costs • Commercial pass-throu
Slide 8: H1 2026 Financial Performance
H1 2026 Financial Performance Global leader in performance materials empowering our customers’ energy-efficient solutions
Slide 9: H1 2026 Key Facts
H1 2026 Key Facts Adjusted 16% growth in continuing operations Net Sales Operating Profit Operating Profit • Growth across all 3 Business Units (in mCHF) (in mCHF) (in mCHF) • Multi-market strategy delivering results 153.9 17.8 16.9 11.0% adjusted operating profit margin -0.7%1) vs. H1 2025 -58.4 in
Slide 10: Strategic Realignment Drives Significant Margin Expansion
Strategic Realignment Drives Significant Margin Expansion in mCHF Net Sales Net Sales Gross Profit Adjusted Continued Operating Profit Net sales: Operations CHF 152.4m in -7% continuing operations -1%* +9% +16% at constant FX +16%* 164.7 +23% 153.9 152.40 139.60 37.1 23.90 +69%* 15.20 30.1 Gross pro
Slide 11: Sustained Strong Performance – Further Margin Expansion
Sustained Strong Performance – Further Margin Expansion in mCHF H1 2026 vs. H2 2025 vs. H1 2025 164.7 154.9 153.9 25.0 +2.3%* 153.9 152.4 139.7 10.8%** 11.0%** 5.7%** 16.7 16.9 9.3 Net Sales Adj. Op. Result Net Sales Adj. Op. Result Net Sales Adj. Op. Result H1 2025 H2 2025 H1 2026 * growth in conti
Slide 12: Free Cash Flow In Line With Expectations
Free Cash Flow In Line With Expectations in mCHF Trade net working capital CAPEX Free cash flow -6.6 93.3 83.1 +5.2 6.5 72.9 73.8 67.2 1.0 62.0 6.7 +1.0 5.5 -0.1 5.2 4.8 3.8 -13.2 -19.3 12/22 12/23 12/24 06/25 12/25 06/26 H1 22 H1 23 H1 24 H1 25 H1 26 H1 22 H1 23 H1 24 H1 25 H1 26 • Trade net workin
Slide 13: Stronger Equity Base and Improved Leverage Profile
Stronger Equity Base and Improved Leverage Profile in mCHF Net Debt Equity Net Debt / EBITDA Net debt increased in 2026 following the deferred cash payment -20.1 related to the acquisition 79.3 +18.7 of Fiberline Composite 82.9 2.5x A/S; reduction expected in +12.3 H2 2026. +4.2 -0.5x 63.4 62.7 59.2
Slide 14: Outlook 2026
Outlook 2026 Global leader in performance materials empowering our customers’ energy-efficient solutions
Slide 15: Guidance
Guidance Guidance for net sales growth from continuing operations at constant exchange rates raised to 9-11% (previously: mid-single-digit growth) Full-year adjusted operating profit margin increased to around 10% (previously: above 8.1%) Continued focus on disciplined execution, operational excelle
Slide 16: Key Takeaways: Strong H1 2026 and Raised Guidance
Key Takeaways STRONG H1 2026 AND RAISED GUIDANCE • Strong H1 2026 confirms the success of our strategic realignment • Multi-market strategy delivering tangible results • Continuity ensured following CEO transition • Full-year guidance raised • Focus on profitable growth Source: Gurit Gurit H1 2026 P
Slide 17: End of Presentation
End of Presentation Thank you for joining us today! Upcoming date: To join the Q&A, please › October 23: Q3 26 net sales media release use your dial-in credentials. Contact: investor@gurit.com +41 44 316 15 50 Source: Gurit Gurit H1 2026 Presentation 26/08/2026 17
Slide 18: Thank you for your attention
Thank you for your attention investor@gurit.com www.gurit.com Global leader in performance materials empowering our customers’ energy-efficient solutions
Slide 19: Disclaimer
Disclaimer This presentation may include forward-looking statements that reflect the intentions, beliefs or current expectations and projections of Gurit Holding AG about the future Profits of operations, financial condition, liquidity, performance and similar circumstances. Such statements are made