Belimo Holding Ag · SIX:BEAN
Belimo — Investor Day (September 2026)
27 slides from Belimo's investor day presentation, Sep 1, 2026
Slide 1: Investor Site Visit
Investor Site Visit Future Market Trends, New Digital Generation & Inauguration New Facility Hinwil, September 1, 2026 1/27
Slide 2: Agenda
Agenda 10.00 Welcome and Strategy Overview Lars van der Haegen, CEO 10.15 Future Market Trends and New Digital Generation Conradin Merk, Head Group Strategy 10.30 Experience Stations: New Digital Generation 12.10 Financials and Q&A Markus Schürch, CFO 12.55 Lunch 13.45 – New Factory Tour (optional)
Slide 3: Safety instructions
Safety instructions ▪ Please remain calm ▪ Leave the building immediately via the nearest emergency exit ▪ Once outside, proceed to the assembly point and wait for further instructions In the event of an alarm You are here Assembly Point Wässeristrasse Investor Event | 2026-09-01 3/27
Slide 4: Welcome & Objective of the day
Welcome & Objective of the day Lars van der Objectives of the day Haegen Deepen understanding of Belimo’s CEO 1 business and growth drivers Joined Belimo: 2000 (CEO since 2015) 2 Introduce New Digital Generation … … highlighting how it is catering the 3 building trends of tomorrow Welcome Investor E
Slide 5: There are three key pillars contributing to Belimo's growth
There are three key pillars contributing to Belimo’s growth Agile Global leader Cutting edge Short Swiss quality Strong pureplay with long- innovation lead times focusing on dedicated to standing with ~7% of and customer durability and Positioning niche market customer sales invested proximity minim
Slide 6: Levering key pillars across diversified end markets
Levering key pillars across diversified end markets Amusement, Hotels and Public access Offices Retail sports, and Education restaurants buildings recreation Health and Pharma, biotech, Production Government Military Chemicals social services and medtech buildings Semiconductor Food and Greenhouses
Slide 7: Driving strong profitable growth at Belimo
Driving strong profitable growth at Belimo 10.3% sales CAGR 05-25 in local currencies 1,200 2nd phase of Growth 23% 32 % Sales growth in LC 1,100 Strategy: +13.8% EBIT margin CAGR 21-25 30 13% 1,000 Sales in CHF m 1st phase of Growth 7% 28 900 12% Strategy: +8.8% CAGR 16-21 17% 1121 26 800 9% 0% 700
Slide 8: Focus of today's presentation
Focus of today’s presentation Agile Global leader Cutting edge Short Swiss quality Strong pureplay with long- innovation lead times focusing on dedicated to standing with ~7% of and customer durability and Positioning niche market customer sales invested proximity minimal relationships in R&D mainte
Slide 9: Agenda
Agenda 10.00 Welcome and Strategy Overview Lars van der Haegen, CEO 10.15 Future Market Trends and New Digital Generation Conradin Merk, Head Group Strategy 10.30 Experience Stations: New Digital Generation 12.10 Financials and Q&A Markus Schürch, CFO 12.55 Lunch 13.45 – New Factory Tour (optional)
Slide 10: The twelve trends shaping Belimo's industry
The twelve trends shaping Belimo’s industry Twelve trends – categorized in four thematic sectors – shape Belimo’s industry, and everyone raises the value of the intelligent field device The future of environment The future of economy The future of society The future of technology Trends highlighting
Slide 11: The future of environment
The future of environment Climate adaptation, energy optimization, and sustainable building materials are changing buildings, creating durable demand for reliable, long-lasting field devices Climate adaptation Electrification and energy optimization Sustainable building materials ~1’000 27% 10% of c
Slide 12: The future of economy
The future of economy Increasingly binding regulations, ESG reporting requirements, and skilled-trades talent scarcity each drive demand for energy-efficient, easy-to-install field devices Environmental regulations and Reporting requirements and Skilled-trades talent scarcity declarations transparen
Slide 13: The future of society
The future of society Building safety, indoor-health awareness, and mixed-use / flexible-space spaces each call for more capable field devices Healthy indoor spaces Safe buildings Mixed-use and flexible spaces >65% 70% 300x of individuals at least somewhat concerned about increase in fire-related de
Slide 14: The future of technology
The future of technology Connectivity, next-generation building automation, and digital project execution each raise the bar for interoperable, intelligent field devices Integrated planning, installation, and Connected buildings Next-generation building automation commissioning 13.7% 60% 0.5% expect
Slide 15: Belimo's New Digital Generation (NDG) platform
Belimo’s New Digital Generation (NDG) platform Belimo’s New Digital Generation directly addresses key forces emerging from future market trends Key forces NDG response Selected features of the NDG platform Flexible connectivity and integration, ▪ Native digital across one seamless platform Connectiv
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Slide 19: Agenda
Agenda 10.00 Welcome and Strategy Overview Lars van der Haegen, CEO 10.15 Future Market Trends and New Digital Generation Conradin Merk, Head Group Strategy 10.30 Experience Stations: New Digital Generation 12.10 Financials and Q&A Markus Schürch, CFO 12.55 Lunch 13.45 – New Factory Tour (optional)
Slide 20: 4 experience stations to explore the New Digital Generation firsthand
4 experience stations to explore the New Digital Generation firsthand 1 Sensors Adrian Staufer (Head of Group Division EMEA) Supply Chain & Modular Portfolio 2 Marcel Schütz (Head of Group Division Logistics/Customization), Carolin Felix (Head of L/C Operations Hinwil), Marc Billeter (Product Engine
Slide 21: Agenda
Agenda 10.00 Welcome and Strategy Overview Lars van der Haegen, CEO 10.15 Future Market Trends and New Digital Generation Conradin Merk, Head Group Strategy 10.30 Experience Stations: New Digital Generation 12.10 Financials and Q&A Markus Schürch, CFO 12.55 Lunch 13.45 – New Factory Tour (optional)
Slide 22: Overview H1: Strong growth both in traditional HVAC business and in data centers
Overview H1: Strong growth both in traditional HVAC business and in data centers CHF m +20.5% ▪ Sales +29.6% in LC YoY; acceleration vs PY in LC: +29.6% ▪ Data Centers accounting for slightly more 676 Sales 562 than half of growth; traditional HVAC driven by renovations, growth verticals and pricing
Slide 23: Expecting continued strong demand in H2'26
Expecting continued strong demand in H2’26 Outlook Expect continued strong demand in H2’26 across both traditional HVAC business and data centers; compared to H1’26, the YoY sales growth rate (LC) will be affected by an increasing base effect and the annualization of pricing measures EBIT margin abo
Slide 24: Q&A
Q&A 24/27
Slide 25: Agenda
Agenda 10.00 Welcome and Strategy Overview Lars van der Haegen, CEO 10.15 Future Market Trends and New Digital Generation Conradin Merk, Head Group Strategy 10.30 Experience Stations: New Digital Generation 12.10 Financials and Q&A Markus Schürch, CFO 12.55 Lunch 13.45 – New Factory Tour (optional)
Slide 26: Investor Relations
Investor Relations Stephan Gick stephan.gick@belimo.ch +41 43 843 48 12 ir@belimo.ch www.belimo.com/ch/en_GB/about/invest or-relations 26/27
Slide 27: Disclaimer
§ Disclaimer This presentation contains comments relating to future developments which are based on assumptions and estimates of BELIMO Holding AG. Although the Company assumes the expectations of these forward-looking statements to be realistic, they contain risks. These can lead to the actual resu