Sixt Se · XETR:SIX2
Sixt — Investor Presentation (November 2025)
27 slides from Sixt's investor presentation, November 2025
Slide 1: Sixt SE Investor Presentation
SIXT SE INVESTOR PRESENTATION SECOND TEXT LEVEL NOVEMBER 2025: LOCATION, MONTH 20XX
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER This presentation (together with the presenters’ speeches delivery of the Presentation nor any further discussions of and neither the Company nor any of its directors takes any and any other related verbal or written communications the Company with any of the recipients thereof shal
Slide 3: Our Agenda
OUR AGENDA 01 02 03 SIXT MARKET OPPORTUNITIES STRATEGIC POSITION AT A GLANCE EUROPE AND NORTH EXPECT BETTER AMERICA 04 05 06 CURRENT TRADING EQUITY STORY Q&A Q3/9M 2025 WHY INVEST IN SIXT? SESSION INVESTOR PRESENTATION | NOVEMBER 2025 3
Slide 4: Sixt at a Glance
SIXT AT A GLANCE INVESTOR PRESENTATION | NOVEMBER 2025 4
Slide 5: Sixt is a fast scaling, global & multi mobility product platform company
SIXT IS A FAST SCALING, GLOBAL & MULTI MOBILITY PRODUCT PLATFORM COMPANY RENT-A-CAR BUSINESS MARKET GROWTH 1 REVENUE GROWTH 2024-2027E 2021-2024 SIXT GROUP ADDITIONAL MOBILITY PRODUCTS GERMANY +17.2% +53.5% REVENUES 2024: 4,002 MEUR EUROPE (INCL. GERMANY) +17.1% +59.0% Abo +102.0% REVENUE GROWTH 202
Slide 6: Sixt offers all relevant mobility products with car rental at its core
SIXT OFFERS ALL RELEVANT MOBILITY PRODUCTS WITH CAR RENTAL AT ITS CORE - INTEGRATED IN ONE BEST-IN-CLASS-APP SIXT‘S PRODUCTS INTEGRATED IN ONE APP Car subscription Commercial vehicle solutions ↗ Individual mobility solution with ↗ Flexible van and truck rental maximum flexibility, calculable options
Slide 7: Network effect fueling Sixt Group revenue due to outbound and inbound businesses
NETWORK EFFECT FUELING SIXT GROUP REVENUE DUE TO OUTBOUND AND INBOUND BUSINESSES GROWTH IN 13 NETWORK EFFECTS GROWTH IN >100 CORPORATE COUNTRIES FRANCHISE COUNTRIES ONE PLATFORM INVESTOR PRESENTATION | NOVEMBER 2025 7
Slide 8: Market Opportunities: Europe and North America
MARKET OPPORTUNITIES EUROPE AND NORTH AMERICA INVESTOR PRESENTATION | NOVEMBER 2025 8
Slide 9: Europe is a core market for Sixt with huge growth potential in major countries
EUROPE IS A CORE MARKET FOR SIXT WITH HUGE GROWTH POTENTIAL IN MAJOR COUNTRIES SIXT RENTAL MARKET SHARE 20241 (schematic) EUROPE EUR 14bn2 18%3 SIXT MARKET SIZE #2 MARKET SHARE MUNICH AIRPORT GERMANY FRANCE #1 #1 Corporate Franchise NICE PROMENADE DES ANGLAIS INVESTOR PRESENTATION | NOVEMBER 2025 9
Slide 10: Investments in European footprint pay off: Mediterranean holiday destinations drive customer excitement in Q3/25
INVESTMENTS IN EUROPEAN FOOTPRINT PAY OFF: MEDITERRANEAN HOLIDAY DESTINATIONS DRIVE CUSTOMER EXCITEMENT in Q3/25 NEW BRANCH OPENINGS & RELOCATIONS AIRPORT DOWNTOWN [IT, ES, FR since Q1 2024] 6 new 35 new airport downtown branches branches TRS REVENUE GROWTH CORPORATE EBITDA EAS PSR +12.9% +34.2% CCF
Slide 11: The US rental market is huge and offers strong growth opportunities for Sixt
THE US RENTAL MARKET IS HUGE AND OFFERS STRONG GROWTH OPPORTUNITIES FOR SIXT USD 41bn US Car Rental Market1 NYC TIMES SQUARE 1% MARKET SHARE = USD 410m SIXT REVENUE POTENTIAL x2.5 x14 INVESTOR PRESENTATION | NOVEMBER 2025 11 1Euromonitor.
Slide 12: Sixt further expands in North America: market share, customer satisfaction, and partnerships rising
SIXT FURTHER EXPANDS IN NORTH AMERICA: MARKET SHARE, CUSTOMER SATISFACTION, AND PARTNERSHIPS RISING AWARDS & PARTNERSHIPS U.S. AIRPORT HIGHLIGHTS #1 CAR RENTAL COMPANY Launched SIXT’s first U.S. airline partnership, MIA ~19% market share in Q3 enabling SkyMiles earn & redeem. 2025; ranked #1 brand R
Slide 13: Sixt has significantly increased its revenue over the last decade
SIXT HAS SIGNIFICANTLY INCREASED ITS REVENUE OVER THE LAST DECADE AND THE GROWTH TRAJECTORY CONTINUES REVENUE 1 EUR m +12% CAGR 4,002 ~4,250 2014-2024 3,621 3,066 2,501 2,136 2,282 1,869 1,708 1,524 1,532 1,233 COVID 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E INVESTOR PRESENTATION
Slide 14: Strategic Position: Expect Better
STRATEGIC POSITION EXPECT BETTER INVESTOR PRESENTATION | NOVEMBER 2025 14
Slide 15: Combining scalability with above industry average profitability
COMBINING SCALABILITY WITH ABOVE INDUSTRY AVERAGE PROFITABILITY HISTORICAL TOTAL REVENUE1 [FIGURES IN MILLION EUR] OVERVIEW MAJOR PLAYERS IN GLOBAL CAR RENTAL MARKET 1,2 DEVELOPMENT 2014 – 2024 Bubble: Average Fleet Size FY 2014- FY 2024 x3.2 5,000 COVID-19 15% 4,000 (average FY 2014- 2024) 10% EBT
Slide 16: Sixt business model is designed to achieve strong growth via premium strategy
SIXT BUSINESS MODEL IS DESIGNED TO ACHIVE STRONG GROWTH VIA PREMIUM STRATEGY LEADING TO HIGHER MARGINS RESULTING IN STRONG PROFITABILITY …LEADING TO HIGH HIGHER INVESTMENT PREMIUM PREMIUM HIGH CAPACITY FOR BRAND STRATEGY CUSTOMER MARGINS PER SATISFACTION VEHICLE SCALABLE & SIXT brand as a bold and i
Slide 17: Sixt's high level of resilience is another key driver for sustainable profitability
SIXT’S HIGH LEVEL OF RESILIENCE IS ANOTHER KEY DRIVER FOR SUSTAINABLE PROFITABILITY RISK RESILIENT COST FLEET PURCHASE VARIABILITY -XY month +XY month HIGH NON-RISK Ratio AROUND 6-9 MONTHS OEMs of 79%1 in FY 2024 AVERAGE HOLDING PERIOD ↗ No residual value ↗ risk Pre-defined prices 23% COST BASE ↗ Hi
Slide 18: Current Trading 9M 2025
CURRENT TRADING 9M 2025 INVESTOR PRESENTATION | NOVEMBER 2025 18
Slide 19: Operational performance: continued growth served with a tight fleet
OPERATIONAL PERFORMANCE: CONTINUED GROWTH SERVED WITH A TIGHT FLEET 8.8% REVENUE +71% 7.8% USD-FX-adjusted FLEET FLEET GROWTH [EUR m] [avg. #] 3,030 3,265 6.2% INSIDE DEMAND 2,749 2,322 185,300 196,700 1,913 STRONG 1,630 1,180 UTILIZATION 9M 2019 9M 2020 9M 2021 9M 2022 9M 2023 9M 2024 9M 2025 9M 20
Slide 20: EBT bridge: profitability significantly increased
EBT BRIDGE: PROFITABILITY SIGNIFICANTLY INCREASED EBT [EUR m / %] +23.5% 234.9 3.8 7.8% 93.7 12.5% 3.4% Improvement mainly due to higher short- -89.5 term leasing -20.7 share (shown 348.2 - 13.3% -3.9% Improvement due to better in “Others”) fleet holding -155.9 281.8 Increase largely driven Efficien
Slide 21: Outlook: initial FY 2025 guidance confirmed and specified despite macro headwinds
OUTLOOK: INITIAL FY 2025 GUIDANCE CONFIRMED AND SPECIFIED DESPITE MACRO HEADWINDS UPDATED OUTLOOK FOR FULL YEAR 2025 REVENUE Around EUR 4.25bn (+~6%) (+~8% based on stable FX-Rates) (previously: 5-10% growth – based on EUR 4.0 bn in FY 2024) EBT MARGIN In the area of 10% INVESTOR PRESENTATION | NOVE
Slide 22: Q3/9M highlights: record revenue, significant earnings increase and FY 2025 guidance confirmed
Q3/9M HIGHLIGHTS: RECORD REVENUE, SIGNIFICANT EARNINGS INCREASE AND FY 2025 GUIDANCE CONFIRMED Q3 2025: GROWTH Q3 2025: PROFIT 9M 2025: STRONG FY 2025: GUIDANCE STORY CONTINUED INCREASED PERFORMANCE CONFIRMED AND ¹ SPECIFIED REVENUE GROWTH EBT INCREASE OF 4.9% REVENUE +7.8% VS. 9M 2024 REVENUE ACROS
Slide 23: Equity Story: Why Invest in Sixt?
EQUITY STORY WHY INVEST IN SIXT? INVESTOR PRESENTATION | NOVEMBER 2025 23
Slide 24: Why to invest in Sixt
WE HAVE WHY TO WHAT IT TAKES INVEST IN SIXT 2.2bn BRAND VALUE1 EMPLOYEES ∽8.900 GLOBAL MEGA BRAND SIXT established a strong brand with high brand awareness and brand value by using a bold marketing approach. USD PREMIUM MOBILITY PLATFORM SIXT has a scalable, variable & diversified business model wit
Slide 25: Q&A Session
Q&A SESSION INVESTOR PRESENTATION | NOVEMBER 2025 25
Slide 26: Thank you!
THANK YOU! INVESTOR PRESENTATION | NOVEMBER 2025 26
Slide 27: Sixt SE Investor Relations
Sixt SE Investor Relations Zugspitzstr. 1 82049 Pullach CONTACT +49 (0)89 74444 – 5104 investorrelations@sixt.com DR. FRANZ WEINBERGER MARK CHRISTIAN SCHNEIDER ALEXANDER ENGE DANIELA WURM Chief Financial Officer Head of Communications & Investor Director Investor Relations Executive Investor Relatio