Getlink Se · EURONEXT:GET
Getlink — Investor Day (February 2026)
15 slides from Getlink's investor day presentation, Feb 26, 2026
Slide 1: Rebuilding Momentum
REBUILDING MOMENTUM
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by Getlink SE The information contained in this presentation pertains For a detailed description of these factors and (the “Group”) solely for use at its Investor Day on 26 to our markets and our competitive positions therein. uncertainties, please refe
Slide 3: Didier Cazelles, Deputy CEO Eurotunnel
DIDIER CAZELLES Deputy CEO Eurotunnel INVESTOR DAY 2026 3
Slide 4: Revenues
GETLINK 75% 2025 GROUP REVENUES REVENUE Optimising value creation in our core business and fully leveraging available capacity in the Tunnel Creating value added services to serve existing and new customers SHUTTLE 46% OPERATED BY 14% 11% 2025 GROUP 2025 2025 REVENUE GROUP GROUP REVENUE REVENUE Deve
Slide 5: LeShuttle Freight: Positioned to Bounce Back
Le Shuttle Freight: POSITIONED TO BOUNCE BACK In recent years, LeShuttle Freight has faced significant pressure driven by Brexit impacting demand and increasingly aggressive competition UNDERLYING DEMAND COMPETITION WILL BECOME OUR COMPETITIVE EDGE IS WILL RECOVER MORE RATIONAL GETTING STRONGER Volu
Slide 6: Market Leader on Cross-Channel Market
MARKET LEADER ON CROSS-CHANNEL MARKET 49% GENERAL CARGO 35 % fastest THE ER BASE OM 20 23% ST 2 TRANSIT TIME ON CU 5 MARKET SHARE THE SHORT STRAITS 2000 FRESH (food & pharmaceuticals) Total haulage companies 1.2M TRUCKS CROSSED 14x LESS CO2 EMISSIONS 7% AUTOMOTIVE 21% IN 2025 VS FERRY EXPRESS (group
Slide 7: Key Sectors Weakness Pressured Our Performance
UNDERLYING DEMAND COMPETITIVE PRESSURE TO STRENGTHENING OUR WILL RECOVER BECOME MORE RATIONAL COMPETITIVE EDGE KEY SECTORS WEAKNESS PRESSURED OUR PERFORMANCE 168 137 121 2025 vs 2019 Evolution of LeShuttle 125 Freight traffic per 109 98 359 74 end-market 329 272 (in k vehicles) 277 -56% 245 251 239
Slide 8: Demand Is Expected to Gradually Recover
UNDERLYING DEMAND COMPETITIVE PRESSURE TO STRENGTHENING OUR WILL RECOVER BECOME MORE RATIONAL COMPETITIVE EDGE DEMAND IS EXPECTED TO GRADUALLY RECOVER END-MARKETS LeShuttle Freight 2030 Volume Drivers Catalysts % 2025 traffic Outlook Growth in manufacturing General cargo 49% & retail sectors (incl.
Slide 9: Our Market Share Was Challenged by the Arrival of Low-Cost Competition
UNDERLYING DEMAND COMPETITIVE PRESSURE TO STRENGTHENING OUR WILL RECOVER BECOME MORE RATIONAL COMPETITIVE EDGE OUR MARKET SHARE WAS CHALLENGED BY THE ARRIVAL OF LOW-COST COMPETITION EVOLUTION OF MARKET SHARE FROM 2 TO 3 FERRY OPERATORS 2021 marks the launch of Irish Ferries services, * operating on
Slide 10: But Costs Continue to Rise for Our Competitors
UNDERLYING DEMAND COMPETITIVE PRESSURE TO STRENGTHENING OUR WILL RECOVER BECOME MORE RATIONAL COMPETITIVE EDGE BUT COSTS CONTINUE TO RISE FOR OUR COMPETITORS INCREASING PORTS CHARGES INCREASING CARBON NEED FOR FERRIES TO AND WAGES SURCHARGE FOR FERRIES INVEST IN NEW VESSELS OR ALTERNATIVE FUELS Appl
Slide 11: Fluidity: Our Key Differentiator
UNDERLYING DEMAND COMPETITIVE PRESSURE TO STRENGTHENING OUR WILL RECOVER BECOME MORE RATIONAL COMPETITIVE EDGE FLUIDITY: OUR KEY DIFFERENTIATOR FREQUENCY & SPEED SPEED SPEED RELIABILITY Just-in-time supply chain manufacturing Operating 24/7 Short shelf-life products in retail High frequency with UP
Slide 12: Proven Progress on Fluidity
UNDERLYING DEMAND COMPETITIVE PRESSURE TO STRENGTHENING OUR WILL RECOVER BECOME MORE RATIONAL COMPETITIVE EDGE PROVEN PROGRESS ON FLUIDITY KEY FACTORS TO MAXIMISE JOURNEY TIME RESTORED TO FREIGHT JOURNEY FLUIDITY PRE-BREXIT LEVELS END-TO-END JOURNEY TIME (minutes) 135’ Digitisation of border 125’ cr
Slide 13: Strengthening Our Competitive Edge
STRENGTHENING OUR COMPETITIVE EDGE DIGITISED CONTROLS AND SMART BORDERS TO FURTHER REDUCE CROSSING TIME AND OPTIMISE OUR COST BASE DIGITISED CONTROLS SMART BORDERS Automate security controls Early pilot operator for major with computer vision EU & UK border digitisation schemes Intelligent camera sy
Slide 14: Strengthening Our Offers Through Targeted Service Enhancements
STRENGTHENING OUR OFFERS THROUGH TARGETED SERVICE ENHANCEMENTS Price-sensitive Newly priced New Driver-centric Customs packages ancillaries initiatives enhancements Services Flex bundles Premium add-ons: e-trucks, increased Modern rest facilities, Development of fast-track, digital truck park capaci
Slide 15: Investor Day 2026
SETLINK INVESTOR DAY2026