Cenergy Holdings Sa · EURONEXT:CENER
Cenergy Holdings Sa — Q1 2026 Earnings Presentation
15 slides from Cenergy Holdings Sa's earnings presentation, May 28, 2026
Slide 1: Cenergy 2026 Q1 Trading Update
cod CENERGY ae. TE TRADING UPDATE 2026
Slide 2: Highlights
HIGHLIGHTS Solid start driven by record margins demonstrating success of value over volume strategy. Positive growth outlook underpinned by continued structural demand. KEY HIGHLIGHTS OPERATIONAL FINANCIAL STRATEGIC ACHIEVEMENTS METRICS OUTLOOK €100M International 19.7% €370-400M + 33% YoY Expansion
Slide 3: Group Key Financial Figures
Group Key Financial Figures 2026 Q1 Trading Update
Slide 4: Solid performance in both segments
Solid performance in both segments Improved sales mix leads to higher profit margins Amounts in EUR million Adjusted EBITDA ΕΒITDA Turnover Profits before tax Profits after tax (%) as percentage of revenue (%) as percentage of revenue +23% +5% 511 488 +33% +47% 396 +39% 100 +46% 115 +72% 76 78 93 +8
Slide 5: Record high margins
Record high margins Focus on our ‘Value over volume’ strategy Amounts in EUR million Adjusted EBITDA Adj. EBITDA margin Profits before tax 100 95 90 19.7% 93 87 76 17.8% 69 68 17.1% 16.9% 54 57 15.5% Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 2025 2025 2025 2025 2026 2025 2025 2025 2025 2026 2025
Slide 6: High tendering activity keeps backlog at high levels
High tendering activity keeps backlog at high levels Strong potential for further increase Cables Steel Pipes NEW AWARDS Americas Rest of world Q1 2026 Greece 2% 7% Rest of world 2% 12% REGIONS Europe 42% €2.66bn €0.63bn 46% 89% Europe Americas BC-WIND OWF (PL) CCS 66kV inter-array submarine cables
Slide 7: International expansion
International expansion 2026 Q1 Trading Update
Slide 8: Expansion to Capture the US Opportunity
Expansion to Capture the US Opportunity CLEAR RATIONALE STATE-OF-THE-ART FACILITY • Strong mega trends and supporting policy environment generate powerful momentum that underpins LT growth • Data centers represent a strategic growth opportunity in the US • Capacity constraints from local players wit
Slide 9: Expanded global footprint in steel pipes market
Expanded global footprint in steel pipes market ACQUISITION OF LSAW ENHANCED CAPACITY FACILITY IN HARTLEPOOL, UK FOR LARGE SCALE PROJECTS • Increases production capacity and strengthens global position in the energy sector • Supports energy transition projects (Hydrogen & Carbon Capture and Storage
Slide 10: Looking forward
Looking forward 2026 Q1 Trading Update
Slide 11: Cables segment and Steel pipes segment outlook
Next growth phase starting with Strong outlook supported strong visibility, due to improved • EU/UK measures on Asian operations and good fundamentals competition • Peers are active in M&As Cables segment • • OWF auctions Land power cables demand High tendering activity expected • Data centers surge
Slide 12: €370–400m FY2026 Adjusted EBITDA
Committed to deliver +6% / +15% 370 - 400 348 FY2026 € 370 – 400m 272 ADJUSTED EBITDA 2024 2025 2026E Amounts in EUR million 2026 FY 2025 Q1 Trading Financial Update Results
Slide 13: Financial Calendar
FINANCIAL CALENDAR 23 June 2026 24 June 2026 5 August 2026 16 September 2026 3 March 2027 Dividend Dividend payment Half Yearly 2026 results Interim report for the Financial results beneficiaries of fiscal year 2025 Conference Call six-month period ended FY 2026 Press of fiscal year 2025 30 June 202
Slide 14: Thank you
Thank you 2026 Q1 Trading Update
Slide 15: Disclaimer
Disclaimer Forward Looking Statements The information contained in this corporate presentation (CP) has been prepared by Cenergy Holdings (the Certain statements in the CP are forward-looking. Such information is given only as of this date and the Company is Company). It is based on historical finan