Konecranes Oyj · OMXHEX:KCR

Konecranes Oyj — Investor Presentation (July 2026)

114 slides from Konecranes Oyj's investor presentation, July 2026

  1. Slide 1: Konecranes Investor Presentation

    Konecranes Investor Presentation July2026 © 2026

  2. Slide 2: Important Notice

    Important Notice The following applies to this presentation, the oral presentation of the information in this presentation by Konecranes Oyj (the “Company” or “Konecranes”) or any person on behalf of the Company, and any question-and-answer session that follows the oral presentation (collectively, t

  3. Slide 3: Agenda

    Agenda 1. Konecranes in brief 2. Strategy & financial targets 3. Key financials development 4. Konecranes as an investment 5. Business Area overviews 6. Appendix 3 PUBLIC

  4. Slide 4: 1. Konecranes in brief

    1. Konecranes in brief

  5. Slide 5: KCR Hyvinkää

    Shaping next generation material handling for a smarter, safer and better world Nasdaq Helsinki Headquartered in Active in around Approximately KCR Hyvinkää 50 16,400 since 1996 Finland countries employees, Q2/26 Order intake Net sales Comparable EBITA Order book 4,389.3 4,187.8 14.0% 2,988.4 EUR mi

  6. Slide 6: Two main customer segments, extensive service coverage and a truly global presence

    Two main customer segments, extensive service coverage and a truly global presence Sales by Business Area, 2025 Sales by offering type, 2025 Sales by region, 2025 35% 36% 43% 13% 51% Port Solutions Service Total service APAC EMEA 1,523 MEUR 1,563 MEUR 1,867 MEUR 523 MEUR 2,122 MEUR 29% 57% 37% Indus

  7. Slide 7: An industry and technology leader in material handling solutions

    An industry and technology leader in material handling solutions Industrial Service Industrial Equipment Port Solutions • Specialized maintenance services and • Extensive range of industrial cranes, from • Provides equipment, solutions and service spare parts for all types and makes of components an

  8. Slide 8: We have a solid platform with leading market positions to build on

    We have a solid platform with leading market positions to build on Business Area Market & position Offering Net sales ~15 • Inspections & preventive maintenance 1,562.8 EUR billion • Predictive maintenance & remote monitoring EUR million, 2025 36% addressable • Corrective maintenance & retrofits Ind

  9. Slide 9: Our broad customer base provides both stability and growth opportunities

    Our broad customer base provides both stability and growth opportunities Orders by customer segments, 2025 7% 5% 6% Construction Power Transportation and Engineering Equipment 5% Metals Logistics General manufacturing Metals production 12% Production Distributors 3% Paper and Forest 21% Paper and fo

  10. Slide 10: More than 100 years of growth both organically and through strategic acquisitions

    More than 100 years of growth both organically and through strategic acquisitions 10 PUBLIC

  11. Slide 11: Around 16,400 employees and production facilities located in the Americas, EMEA and APAC

    Around 16,400 employees and production facilities located in the Americas, EMEA and APAC Personnel by region (end of Q2 2026) EMEA 9,923 61% Hämeenlinna Hyvinkää AME 3,122 19% Markaryd Wetter Uslar APAC 3,326 20% Liebengrûn Düsseldorf Slany Zaporizhzhia Total 16,371 100% Würzburg Watertown Agrate Sp

  12. Slide 12: Megatrends that shape our industry and provide business opportunities

    Megatrends that shape our industry and provide business opportunities Technological Geopolitics Sustainability development Technological development is Changing trade routes and supply While complexity has increased, accelerating within the industries we chains increase the global companies continue

  13. Slide 13: We harness the advantages of our purpose-built componentry, technology innovation and digitalization

    We harness the advantages of our purpose-built componentry, technology innovation and digitalization • Core of Lifting comprises purpose-built, integrated package of gearbox, motor, control system and connectivity, made specifically for cranes and lifting motion • Designing and creating the core in-

  14. Slide 14: Sustainability is one of the key megatrends driving our business

    Sustainability is one of the key megatrends driving our business Konecranes’ ambition is to become the world leader in material handling solutions, creating value for everyone. Advancing responsible business is one of the strategic enablers that helps make this ambition a reality. Our sustainability

  15. Slide 15: We have set targets and defined roadmaps to ensure the implementation of our sustainability agenda

    We have set targets and defined roadmaps to ensure the implementation of our sustainability agenda Our sustainability commitments We create a fair, inclusive, We deliver safe and secure We enable a decarbonized diverse and engaging working material handling solutions and circular world environment H

  16. Slide 16: In 2025, we upgraded our climate targets and received top-level external recognitions

    In 2025, we upgraded our climate targets and received top-level external recognitions Total recordable Own operations’ Value chain Inclusion incident rate emissions emissions Index (TRI) (Scope 1&2) (Scope 3) 83% 5.2 -54% -20% Indicating strong inclusion In 2025 From 2019 From 2019 among employees M

  17. Slide 17: The most significant emission reduction potential comes through electrification and low-emission steel

    The most significant emission reduction potential comes through electrification and utilization of low-emission steel Ownoperations (Scope1&2) 1.3% Scope 1 (for example: fuels, gas) 1.3% Scope 2 (for example: electricity) 0.1% Valuechain (Scope3) 98.7% Use of sold products 66.2% Purchased goods and

  18. Slide 18: Solid progress towards updated climate targets

    Solid progress towards updated climate targets: 54% emission reduction for own operations, 20% for value chain Million tons of CO2 e TRANSITION PLAN 3 Value chain External market transformation: Steel purchases Use of • Customer industries decarbonization sold products • Steel industry decarbonizati

  19. Slide 19: This is Konecranes

    This is Konecranes Our Purpose Shaping next generation material handling for a smarter, safer, and better world Our Ambition The world leader in material handling solutions, creating value for everyone Our strategic enablers Deepening Scaling Advancing Enhancing Accelerating customer technology resp

  20. Slide 20: 2. Strategy & financial targets

    2. Strategy & financial targets

  21. Slide 21: We have a clear strategic agenda to execute in all our Business Areas

    We have a clear strategic agenda to execute in all our Business Areas Industrial Service: Industrial Equipment: Port Solutions: Drive agreement growth • Ensuring market coverage by • Continued focus on core • Increase market coverage the dual go-to-market model offering with best growth • Improve sa

  22. Slide 22: Our Ambition is to become the world leader in material handling solutions

    Our Ambition is to become the world leader in material handling solutions creating value for everyone Financial targets: 1 • Sales growth faster than the market 2 • Comparable EBITA margin of 13-16% as soon as possible, but no later than in 2029 Dividend policy: To pay a stable to increasing dividen

  23. Slide 23: Financial targets

    Financial targets Sales growth faster than the market1 13-16% comparable EBITA margin2 Industrial Service Industrial Equipment Port Solutions Sales growth Sales growth Sales growth clearly faster than in line with clearly faster than the market1 the market1 the market1 21-25% 8-11% 9-11% comparable

  24. Slide 24: We pay a stable to increasing dividend to our shareholders

    We pay a stable to increasing dividend to our shareholders EUR(1) EPS, basic DPS Dividend/Earnings, % 6.00 5.05 Dividend policy 5.00 Stable to 4.65 4.00 3.48 increasing 3.00 dividend 2.00 57.1% 67.2% 1.86 70.6% 1.77 2.25 per share, over the cycle 1.54 1.65 1.25 1.25 1.35 44.6% 38.8% 1.00 0.88(2) 35.

  25. Slide 25: Strategic Enablers driving our business forward towards our Ambition and Financial Targets

    Strategic Enablers driving our business forward towards our Ambition and Financial Targets Deepening Scaling Advancing Enhancing Accelerating customer technology responsible our winning efficiency focus innovation business culture Operating model with clear authorization and accountability 25 PUBLIC

  26. Slide 26: We are embedding a winning attitude and growth mindset

    We are embedding a winning attitude and growth mindset • Engaging culture and values • Competitive mindset • Deliver what we promise • Sense of urgency • Ease of doing business with • Open, proactive communication • Performance management • Continuous improvement 26 PUBLIC

  27. Slide 27: Our capital allocation priorities

    Our capital allocation priorities Sources and uses of cash 2020-2024, MEUR(1) Capital expenditure 1800 Operating cash flow Capex Dividends M&A Cash items Reinvesting into own operations to grow the business and improve productivity 1600 ~10% 1400 Dividends % Distributing profits to shareholders acco

  28. Slide 28: 3. Key financials development

    3. Key financials development

  29. Slide 29: Order intake

    Order intake EUR million(1) 4,537 5,000 4,228 4,389 4,161 4,000 4,000 3,447 3,000 2,159 2,307 22.7% -1.6% 9.7% Y/Y -3.9% 2,000 15.1% Y/Y Y/Y Y/Y Y/Y Y/Y 6.9% 1,000 Y/Y 0 2021 2022 2023 2024 2025 Q2/26 1-6/2025 1-6/2026 R12M Note (1): Agreement base included in Order intake from Q1 2023 onwards and h

  30. Slide 30: Net sales

    Net sales EUR million 5,000 4,079 4,227 4,188 3,966 4,000 3,365 3,186 3,000 6.6% -0.9% 2,036 1,927 17.9% 2,000 5.6% Y/Y Y/Y Y/Y Y/Y 0.2% Y/Y Y/Y -5.3% 1,000 Y/Y 0 2021 2022 2023 2024 2025 Q2/26 1-6/2025 1-6/2026 R12M 30 PUBLIC

  31. Slide 31: Comparable EBITA margin

    Comparable EBITA margin EUR million Comparable EBITA Comparable EBITA margin, % 588 600 552 564 14.0% 13.8% 500 451 13.1% 400 11.4% 12.7% 312 318 12.2% 300 9.8% 9.5% 259 235 200 100 0 2021 2022 2023 2024 2025 Q2/26 R12M 1-6/2025 1-6/2026 31 PUBLIC

  32. Slide 32: Order book

    Order book EUR million Industrial Service Industrial Equipment Port Solutions 5,000 16.1% 4.8% 3.5% Y/Y 42.5% -5.0% 4,000 Y/Y Y/Y Y/Y Y/Y 3,385 18.7% 2,902 3,041 2,888 2,988 3,000 Y/Y 2,037 1,835 2,000 1,000 1,083 467 0 2021 2022 2023 2024 2025 Q2/26 32 PUBLIC

  33. Slide 33: 4. Konecranes as an investment

    4. Konecranes as an investment

  34. Slide 34: Konecranes as an investment

    Konecranes as an investment Strong market position in all Attractive opportunities for Leader in technology Business Areas growth Profitability target for Solid financial position Long-term commitment 13-16% Group comparable and dividend to sustainability EBITA margin 34 PUBLIC

  35. Slide 35: With many innovative solutions and a solid patent portfolio, we are a technology leader

    Leader in technology | Strong market position in all Business Areas | Attractive opportunities for growth | Target for 13-16% Group comparable EBITA margin | Solid financial position and dividend | Long-term commitment to sustainability With many innovative solutions and a solid patent portfolio, we

  36. Slide 36: We have a strong market position in all of our three segments

    Leader in technology | Strong market position in all Business Areas | Attractive opportunities for growth | Target for 13-16% Group comparable EBITA margin | Solid financial position and dividend | Long-term commitment to sustainability We have a strong market position in all of our three segments I

  37. Slide 37: Konecranes is a global leader in material handling solutions

    Leader in technology | Strong market position in all Business Areas | Attractive opportunities for growth | Target for 13-16% Group comparable EBITA margin | Solid financial position and dividend | Long-term commitment to sustainability Konecranes is a global leader in material handling solutions, s

  38. Slide 38: Progression with our financial targets

    Leader in technology | Strong market position in all Business Areas | Attractive opportunities for growth | Target for 13-16% Group comparable EBITA margin | Solid financial position and dividend | Long-term commitment to sustainability Progression with our financial targets Group Industrial Service

  39. Slide 39: A healthy balance sheet enabling long-term development & growth

    Leader in technology | Strong market position in all Business Areas | Attractive opportunities for growth | Target for 13-16% Group comparable EBITA margin | Solid financial position and dividend | Long-term commitment to sustainability A healthy balance sheet enabling long-term development & growth

  40. Slide 40: Konecranes works for a decarbonized and circular world

    Leader in technology | Strong market position in all Business Areas | Attractive opportunities for growth | Target for 13-16% Group comparable EBITA margin | Solid financial position and dividend | Long-term commitment to sustainability Konecranes works for a decarbonized and circular world Konecran

  41. Slide 41: Konecranes as an investment

    Leader in technology | Strong market position in all Business Areas | Attractive opportunities for growth | Target for 13-16% Group comparable EBITA margin | Solid financial position and dividend | Long-term commitment to sustainability Konecranes as an investment 1. LEADER IN TECHNOLOGY 2. STRONG M

  42. Slide 42: 5. Business Area overviews

    5. Business Area overviews

  43. Slide 43: Industrial Service

    5. Business Area overviews Industrial Service

  44. Slide 44: Industrial Service in brief

    Industrial Service | Industrial Equipment | Port Solutions Industrial Service in brief Key financials, EUR million, % of net sales 7,601 1,800 1,575 1,563 1,490 employees (end of Q2 2026) 1,200 36% 1,562.8 19.9% 21.0% 21.8% of Group sales net sales, EUR million (2025) 600 296 332 341 (2025) 0 21.8%

  45. Slide 45: Industry-leading lifecycle services

    Industrial Service | Industrial Equipment | Port Solutions Agreement base Agreement base by hoist brand by region Industry-leading lifecycle services 50% Diversified EMEA AME agreement 50% For all types and makes of industrial base cranes and hoists to improve the Third parties Konecranes family of

  46. Slide 46: We are within our financial targets range

    Industrial Service | Industrial Equipment | Port Solutions We are within our financial targets range Our goal is to maintain/expand through the cycle EUR million Order intake Net sales Comparable EBITA margin, % Sales growth and improved profitability: • Agreement base expansion 21.8 % 2,400 21.6 %

  47. Slide 47: Consistent quarterly sales and EBITA growth

    Industrial Service | Industrial Equipment | Port Solutions Consistent quarterly sales and EBITA growth While sequential quarterly figures may be affected by seasonal factors EUR million Net sales 2021 Net sales 2022 Net sales 2023 Net sales 2024 Comp. EBITA-% 2021 Comp. EBITA-% 2022 Comp. EBITA-% 20

  48. Slide 48: Focused on increasing share in addressable markets and most profitable segments

    Industrial Service | Industrial Equipment | Port Solutions Focused on increasing share in addressable markets and most profitable segments Service footprint 10% covers major markets1 TOTAL MARKET SHARE AME EMEA APAC 15-20% ~15% < 5% TOTAL TOTAL TOTAL MARKET SHARE MARKET SHARE MARKET SHARE Total mark

  49. Slide 49: Our Ambition (Industrial Service)

    Industrial Service | Industrial Equipment | Port Solutions Our Ambition o Techn logy le Raise the benchmark among “industrials” ad er sh ip ment Base focus Sales growth clearly faster than the market1 re e Ag Comparable EBITA margin of 21-25%2 er Continuous im Custom pr ov em ent 1 Nominal world GDP

  50. Slide 50: Agreement Base underpins 75%-85% of overall service volume

    Industrial Service | Industrial Equipment | Port Solutions Agreement Base underpins 75%-85% of overall service volume Service growth strategy | Focus on Agreement Base growth ~20% of sales ~30% of sales INSPECTIONS, PREVENTIVE MAINTENANCE, CORRECTIVE MAINTENANCE PREDICTIVE MAINTENANCE Inspector, Tec

  51. Slide 51: Driving agreement growth

    Industrial Service | Industrial Equipment | Port Solutions Driving agreement growth AGREEMENT BASE (M€) Value per asset and agreement profitability are prioritized ~6% 300 1. Increase market coverage > add new agreements 200 • Differentiated approach by customer segment • Dedicated resources and pro

  52. Slide 52: Our differentiated approach by customer segment enables our growth ambitions

    Industrial Service | Industrial Equipment | Port Solutions Our differentiated approach by customer segment enables our growth ambitions VOLUME SEGMENT MID SEGMENT TOP SEGMENT Customer segment Local and small with non-critical lifting equipment Mid-size/regional with mixed lifting equipment fleet Lar

  53. Slide 53: We adapt our approach to optimize growth and profitability

    Industrial Service | Industrial Equipment | Port Solutions We adapt our approachto optimize growth and profitability Plenty of available growth opportunities by developing our current customers High High current value but relatively High current value with lower growth potential 12% high growth pote

  54. Slide 54: Sales and marketing efficiency

    Industrial Service | Industrial Equipment | Port Solutions Sales and marketing efficiency Sales model evolution designed to address complexity and customer needs with a streamlined sales, quoting, and delivery process Transactional Agreement based Consultative and expert ONLINE INSIDE SALES OUTSIDE

  55. Slide 55: Customer experience

    Industrial Service | Industrial Equipment | Port Solutions Customer experience Empowering our customers and personnel with the right information at the right time 01 SEAMLESS Customer Portal INTERACTIONS • Personalized experience with easy access to all relevant information and services. • Platform

  56. Slide 56: Operational excellence

    Industrial Service | Industrial Equipment | Port Solutions Operational excellence Ensuring our personnel have the right tools and information at the right time 01 IMPROVED Tech recruitment CANDIDATE EXPERIENCE • New talent acquisition processes and system to better support our hiring activities. • R

  57. Slide 57: AI will bring a new wave of productivity improvements

    Industrial Service | Industrial Equipment | Port Solutions AI will bring a new wave of productivity improvements Sample of the AI developments implemented and to be deployed Sales & lead generation Service delivery Predictive Maintenance Engine Live AI assisted RailQ 3D crane runway analysis Live Li

  58. Slide 58: Enhancing Predictive Maintenance with the Lifecycle Engine

    Industrial Service | Industrial Equipment | Port Solutions Enhancing Predictive Maintenance with the Lifecycle Engine Maintenance plan Agreement/service offer New agreement The Lifecycle Engine (LCE) Based on statutory requirements, OEM recommendations, duty and usage. Five-to-10-year lifecycle/main

  59. Slide 59: RailQ 3D: AI assisted crane runway assessment

    Industrial Service | Industrial Equipment | Port Solutions RailQ 3D: AI assisted crane runway assessment Reduced reporting times and improved accuracy Provides accurate data on the condition and alignment of the runway through remotely operated high-definition surveying. Worn rail Missing hook bolt

  60. Slide 60: Service growth plan

    Industrial Service | Industrial Equipment | Port Solutions Service growth plan Sales | Actions well underway Sales growth clearly faster than the market1 2,000.0 1,800.0 1,600.0 1,400.0 1,200.0 1,000.0 800.0 Proven business model | continuous improvement | sales acceleration 600.0 400.0 200.0 0.0 20

  61. Slide 61: Stay the course. Accelerate the pace.

    Industrial Service | Industrial Equipment | Port Solutions o Techn logy le ad Stay the course. er sh Accelerate the pace. ip We are within our ement Base focus re financials targets range. Ag er Continuous im Custom pr ov Our goal is to maintain/ em expand through the cycle. ent Sales growth clearly

  62. Slide 62: Industrial Equipment

    5. Business Area overviews Industrial Equipment

  63. Slide 63: Industrial Equipment in brief

    Industrial Service | Industrial Equipment | Port Solutions Industrial Equipment in brief Key financials, EUR million, % of net sales 5,090 1,800 employees (end of Q2 2026) 1,256 1,289 1,275 9.4% 1,200 9.0% 29% 1,275.3 7.0% of Group sales net sales, EUR million (2025) 600 (2025) 87 117 120 9.4% 0 202

  64. Slide 64: Industrial Equipment offering – leading provider of industrial cranes

    Industrial Service | Industrial Equipment | Port Solutions Industrial Equipment offering – leading provider of industrial cranes Components Standard Cranes Process Cranes (Engineered-to-order) Waste-to-energy Automotive & Biomass Hoists Overhead cranes (Wire rope hoist, electric chain hoist and winc

  65. Slide 65: Global leader in sustainable lifting solutions

    Industrial Service | Industrial Equipment | Port Solutions 35% Dual channels Direct to market Sales by Global leader 65% Indirect channel – no. of hoists Indirect distribution Direct to end users in sustainable lifting solutions Covering a full range Efficient, of industrial applications comprehensi

  66. Slide 66: We have successfully executed our profitability improvements and reached our target range

    Industrial Service | Industrial Equipment | Port Solutions We have successfully executed our profitability improvements and reached our target range EUR million Order intake Net sales Comparable EBITA margin, % Strong financial performance in recent 2,400 years 9.4 % 9.5 % 9.0 % • Simplified go-to-m

  67. Slide 67: Seasonality effect in the Industrial Equipment business

    Industrial Service | Industrial Equipment | Port Solutions Seasonality effect in the Industrial Equipment business Driven by customer buying behavior, European vacation season, project nature of crane business EUR million Net sales 2021 Net sales 2022 Net sales 2023 Net sales 2024 Comp. EBITA-% 2021

  68. Slide 68: Focused on increasing market share in established markets and existing white spots

    Industrial Service | Industrial Equipment | Port Solutions Focused onincreasing market share in established markets and selectively in existing white spots Industrial Equipment market Equipment market share is adjusted for hoist and component packages sold through Alpha channel i.e., equivalent “cra

  69. Slide 69: 2025 market outlook remains stable while volatility between regions and industries increases

    Industrial Service | Industrial Equipment | Port Solutions 2025 market outlook remains stable while volatility between regions and industries increases Digitalization Emerging market Supply chain Sustainability Safety Productivity & automation competition realignments AMERICAS EMEA APAC 700 7% 900 7

  70. Slide 70: Our Ambition (Industrial Equipment)

    Industrial Service | Industrial Equipment | Port Solutions Our Ambition Continuously outperform industrial c Lifecy le offer lifting companies and drive ing sustainable lifecycle approach Konecranes Lifecycle Services h roac and Sustainable pp Lifting Solutions la ne an Dual-ch Sales growth in line

  71. Slide 71: Business transition proceeding from profitability focus to growth phase

    Industrial Service | Industrial Equipment | Port Solutions Business transition proceeding from profitability focus to growth phase 2,500 16.0 % 14.0 % 2,000 12.0 % 10.0 % 1,500 8.0 % 1,000 6.0 % Net sales 4.0 % 500 Comparable 2.0 % EBITA margin % 0 0.0 % 2020 2021 2022 2023 2024 2025 2026 2027 2028

  72. Slide 72: Go-to-market model streamlined

    Industrial Service | Industrial Equipment | Port Solutions Go-to-market model streamlined Further opportunities for expansion in market coverage, channel optimization and positioning End users End user channel > Beta End users Crane builders, distributors, component integrators Distribution channel

  73. Slide 73: Success in portfolio and business model simplification as planned

    Industrial Service | Industrial Equipment | Port Solutions Success in portfolio and business model simplification as planned PRODUCT OFFERING PLATFORMS 2018 PLATFORMS 2024* PLATFORMS 2027* COMMENTS Electric New platform for Demag launched. Proceeding 4 3 1 Chain hoists with new generation launch. Ha

  74. Slide 74: Product launches under way as planned and portfolio conversion in process

    Industrial Service | Industrial Equipment | Port Solutions Product launches under way as planned and portfolio conversion in process Konecranes Konecranes Konecranes Konecranes KBK Konecranes KBK 5t Konecranes EX X-series S-series low D-series electric A28 aluminum free-standing belt hoist C-series

  75. Slide 75: New rope and chain hoists launched in 2024

    Industrial Service | Industrial Equipment | Port Solutions New rope and chain hoists launched in 2024 Channel expansion proceeds during 2025 Rope hoist product launch Chain hoist product launch 1 90% 1 80% 180 APAC 1 160 70% 1 140 60% 1 120 50% EMEA 1 100 AME 40% 80 0 AME 30% 60 0 20% 40 0 20 0 10%

  76. Slide 76: We continuously evaluate our manufacturing footprint

    Industrial Service | Industrial Equipment | Port Solutions We continuously evaluate our manufacturing footprint • Crane manufacturing capacity adjusted to demand. • Component manufacturing concentrated in global and regional hubs. • Regional footprint creates resilience amidst geopolitical or market

  77. Slide 77: The future of material handling is collaborative equipment

    Industrial Service | Industrial Equipment | Port Solutions The future of material handling is collaborative equipment Active safety & continuous productivity improvement From basic to advanced products From advanced to integrated solutions 01 PROACTIVE OPERATOR ASSISTANCE 02 REAL-TIME WORK Digital c

  78. Slide 78: Equipment profitability improvement plan

    Industrial Service | Industrial Equipment | Port Solutions Equipment profitability improvement plan 160.0 Actions on-going Impact not yet visible 8-11% 140.0 9.0% 120.0 Actions largely completed Some execution remains 100.0 Profit impact visible and building COMP. EUR 40-50m EBITA 80.0 Footprint opt

  79. Slide 79: Stay the course. Accelerate the pace.

    Industrial Service | Industrial Equipment | Port Solutions Stay the course. Accelerate the pace. Market coverage • Expand geographical coverage • Broaden segment coverage • Optimize go-to-market model Portfolio renewal • Renew wire rope hoist portfolio and expand portfolio • Complete new electric ch

  80. Slide 80: Port Solutions

    5. Business Area overviews Port Solutions

  81. Slide 81: Port Solutions in brief

    Industrial Service | Industrial Equipment | Port Solutions Port Solutions in brief Key financials, EUR million, % of net sales 3,556 1,800 1,522 1,523 employees (end of Q2 2026) 1,371 1,200 10.5% 35% 1,523.4 7.5% 9.3% of Group sales net sales, EUR million (2025) 600 (2025) 103 142 160 10.5% 0 2023 2

  82. Slide 82: Port Solutions offering – widest and deepest offering for container handling

    Industrial Service | Industrial Equipment | Port Solutions Port Solutions offering – widest and deepest offering for container handling… Port Services Lift Trucks Container Handling Equipment Mobile Harbor Cranes (MHC) Service & maintenance, Ship-To- inspections, spare parts, Shore modernizations, r

  83. Slide 83: Covering equipment, automation solutions, software & services

    Industrial Service | Industrial Equipment | Port Solutions …covering equipment, automation solutions, software & services PS offering video ► PS offering video ► 83 PUBLIC

  84. Slide 84: Western leader in cargo handling

    Industrial Service | Industrial Equipment | Port Solutions Western leader Widest and deepest offering in Complete shipyards offering Automation and software Services dedicated to ensure in cargo handling container handling and range for bulk and general cargo with intelligent material handling solut

  85. Slide 85: We have successfully executed our strategy and reached our financial target range

    Industrial Service | Industrial Equipment | Port Solutions We have successfully executed our strategy and reached our financial target range EUR million Order intake Net sales Comparable EBITA margin, % Strong financial performance in 2,400 10.5 % 10.3 % recent years 9.3 % • Sales growth supported b

  86. Slide 86: Megatrends and market dynamics shaping our industry today

    Industrial Service | Industrial Equipment | Port Solutions Megatrends and market dynamics shaping our industry today GDP CONSOLIDATION AUTOMATION SERVICE GEOPOLITICS Global container ~75% of container Automation growth Service demand present us with both volumes continue to throughput handled by exc

  87. Slide 87: Container volume drives Port Solutions' long-term demand

    Industrial Service | Industrial Equipment | Port Solutions Container volume drives Port Solutions’ long-term demand PS Orders, R12M Container throughput Container 2,000 throughput remains on a high level and is 1,800 expected to grow in 1,600 the coming years. 1,400 Short-term 1,200 economic cycles

  88. Slide 88: Automation growth expected to exceed market growth

    Industrial Service | Industrial Equipment | Port Solutions Automation growth expected to exceed market growth Automation increasing due to • Lack of available space • Labor shortage • Improved predictability BROWNFIELD • Performance and safety improvements LARGE CONVERSIONS • Electrification trend,

  89. Slide 89: Geopolitics reshape individual markets and provide new opportunities

    Industrial Service | Industrial Equipment | Port Solutions Geopolitics reshape individual markets and provide new opportunities for Port Solutions Changing operating Shifting global trade Rise in intermodal from environment in the USA flow patterns regionalization Highly dynamic tariff situation Gre

  90. Slide 90: Our Ambition (Port Solutions)

    Industrial Service | Industrial Equipment | Port Solutions Our Ambition The benchmark in cargo handling Widest and de ep e st off ering Sales growth clearly faster than the mation and Se to market1 Au rv i rt ce o Comparable EBITA margin of 9-11%2 in P s Growth Automated Supervised operation Smart o

  91. Slide 91: We have grown significantly in our core offering and have good future expansion potential

    Industrial Service | Industrial Equipment | Port Solutions We have grown significantly in our core offering and have good future expansion potential Ship to Shore Mobile harbor Straddle Service cranes AGV carriers Yard cranes Lift trucks cranes Market size ~8-9 B€1 ~2,5 B€ ~0.8 B€ ~0.3 B€ ~0.5 B€ ~1

  92. Slide 92: We capture the high potential in container terminal automation

    Industrial Service | Industrial Equipment | Port Solutions We capture the high potential in container terminal automation Path to Port Automation More boxes per operator Growth path to automation Deepest Selected case examples: expertise 1. Port of Virginia 2. First terminal to operate 3. ARTG retro

  93. Slide 93: 65% of all the world's automated container terminals run with Konecranes

    Establishing Establishing Full ASC Extending the First beam- First AGV site in Establishing Complete yard Increasing the Establishing Full ARTG Second AGV First Li-Ion AGV ARTG in Europe ARTG in Europe brownfield benchmark design ASC site the world leadership automation lead ARTG in Europe brownfiel

  94. Slide 94: Growing electrification eco-portfolio

    Industrial Service | Industrial Equipment | Port Solutions Growing electrification eco-portfolio powered by Konecranes technology platform Path to Ecolifting Less CO2 per move Capturing the high potential in Zero Selected case examples: Tailpipe 1. First fully battery 2. All electric Gen 6 MHC 3. On

  95. Slide 95: Our aim is to grow Port Services clearly faster than market

    Industrial Service | Industrial Equipment | Port Solutions Our aim is to grow Port Services clearly faster than market Bolt-on M&A: 18% Case Peinemann (2024) Share of sales Increasing own Boosting Expanding Extensive experience as and anyBrand eCommerce & geographic maintenance partner in fleet foot

  96. Slide 96: Our Intermodal growth ambitions are supported by market growth expectations

    Industrial Service | Industrial Equipment | Port Solutions Our Intermodal growth ambitions are supported by market growth expectations We are well-positioned to Global intermodal transport deliver benefits to intermodal expected to grow 3x by 2030 …by scaling proven technologies and Intermodal trans

  97. Slide 97: Port Solutions growth plan

    Industrial Service | Industrial Equipment | Port Solutions Port Solutions growth plan Sales growth clearly faster than the market1 2 000.0 1 800.0 1 600.0 1 400.0 1 200.0 1 000.0 800.0 600.0 400.0 200.0 0.0 2024 Boost Service Core Automation Geographical 2029 Business businesses expansion 97 1 Nomin

  98. Slide 98: Well-positioned to capture growth

    Industrial Service | Industrial Equipment | Port Solutions Well-positioned to capture growth Widest and deepest offering fits any customer • Of any size: small, regional and global • In any place • At any stage of customer’s developing needs Financial targets remain unchanged: Investments in growth

  99. Slide 99: 6. Appendix

    @ 2023 Konecranes. All rights reserved. 'Konecranes', 'Moves what matters' and 99 are either registered trademarks or trademarks of Konecranes Global Corporation. 6. Appendix PUBLIC

  100. Slide 100: Konecranes at a glance

    Konecranes at a glance Key figures, 2025 Konecranes Industrial Industrial Port Eliminations / Group Service Equipment Solutions Group Order intake 4,389.3 1,561.1 1,367.6 1,637.8 -177.3 EUR million EUR million EUR million EUR million EUR million Order book 2,988.4 404.8 911.1 1,672.5 EUR million EUR

  101. Slide 101: Key financials development

    Key financials development Order intake, EUR million(1) Net sales, EUR million Comparable EBITA, EUR million, % of sales 8,000 8,000 22.7 % 17.9 % 800 9.7 % (20.5 %) 15.1 % 6.6 % (11.6 %) 5.6 % 0.2 % (1.8 %) (6.9 %) -0.9 % 700 14.0 % -1.6 % -3.9 % -4.4 % (0.7 %) 13.1 % 6,000 (0.3 %) (-3.6 %) 6,000 (

  102. Slide 102: Konecranes has a strong eco-efficient equipment offering combined with services

    Konecranes has a strong eco-efficient equipment offering combined with services to extend product lifecycles Eco portfolio sales by segment(1)(2) Eco portfolio(1)(2) For Industrial Service and Port Service, Konecranes reports circular Circular 41% 40% services revenue that is aligned or eligible wit

  103. Slide 103: Konecranes Board of Directors

    Konecranes Board of Directors Pasi Laine Ulf Liljedahl Gun Nilsson Päivi Rekonen Chair of the Board Member of the Board Member of the Board Member of the Board Matts Rosenberg Thomas Schulz Birgit Seeger Marco Wirén Member of the Board Member of the Board Member of the Board Member of the Board 103

  104. Slide 104: Board independence

    Konecranes Board of Directors Board independence • All Board members with the exception of Matts Rosenberg are deemed to be independent of the Company's significant 8 86% • shareholders Matts Rosenberg is deemed not to be independent of a Board members Independent significant shareholder of the Comp

  105. Slide 105: Konecranes Leadership Team

    Konecranes Leadership Team Marko Tulokas Teo Ottola Fabio Fiorino Jussi Rautiainen Tomas Myntti 9 President and CEO CFO, President, Business Area President, Business Area President, Business Area Konecranes Deputy CEO Industrial Service Industrial Equipment Port Solutions Leadership Team members 33%

  106. Slide 106: We have a strong balance sheet with financial flexibility

    We have a strong balance sheet with financial flexibility Net debt, EUR million Gearing, % Net debt Gearing-% 1000 800 688 Mid-term target for debt level 600 542 400 39.8 % 48.0 % 366 22.9 % <80% 184 gearing-% 200 22 0 9.9 % -7.8 % 1.1 % -200 -164 -400 2021 2022 2023 2024 2025 Q2/26 106 PUBLIC

  107. Slide 107: Group interest-bearing liabilities and net debt

    Group interest-bearing liabilities and net debt Structure and maturity profile of interest-bearing liabilities, EUR million (Dec 31, 2025) Interest-bearing net debt (Dec 31, 2025) 2% EUR million 1% EUR million 31 Dec 31 Dec 10.0 2.7 1,200 2025 2024 1,000 Non current interest bearing 303.7 539.3 liab

  108. Slide 108: Capital expenditure, depreciation and R&D expenditure

    Capital expenditure, depreciation and R&D expenditure Capital expenditure and depreciation, EUR million Research and development*, EUR million, % of sales 90 5% 120 80 78.1 102 100 96 4% 93 70 90 87 85 59.8 80 60 69 51.3 3% 66 48.5 47.7 47.7 50 60 54 50 40 1.9% 43 2% 40 37 1.5% 1.5% 30 1.4% 1.4% 1.3

  109. Slide 109: Our net working capital development is driven by timing of projects and delivery capability

    Our net working capital development is driven by timing of projects and delivery capability Net working capital, EUR million, % of R12M net sales NWC, restated % of R12M net sales, restated Target, % 800 14.6 % 700 11.0 % Mid-term target 600 10.6 % NWC target: <10% for net working capital <10% 490 8

  110. Slide 110: Free cash flow and return on capital employed

    Free cash flow and return on capital employed Free cash flow, EUR million Comparable return on capital employed, % 600 30% 530 525 511 22.1% 22.5% 450 427 20.8% 20% 367 17.7% 375 300 13.4% 13.4% 225 10% 150 138 75 25 0 0% 2021 2022 2023 2024 2025 R12M Q2/26 2021 2022 2023 2024 2025 R12M Q2/26 110 PU

  111. Slide 111: Operating expenses

    Operating expenses Operating expenses, EUR million, % of sales EUR million 1-12/ 1-12/ 1-12/ 4,000 3,606 3,518 2023 2024 2025 3,458 3,500 Change in work in progress 13.4 14.4 -8.5 11.0 % 10.8% 11.4% 3.7% 3.8% 3.6% 3,000 Production for own use -0.7 -0.3 -0.2 Material and supplies 1,303.7 1,382.7 1,25

  112. Slide 112: Dividend per share and pay-out ratio development

    Dividend per share and pay-out ratio development Dividend per share, EUR and dividend/earnings ratio, % (1) 2.50 250% 2.25 EUR Dividend per share Dividend/earnings Average Dividend/earnings Dividend proposal for 2025 2.25 2.00 200% 1.65 77% average dividend pay-out ratio for 2005–2025 1.50 150% 1.35

  113. Slide 113: Major shareholders and distribution of ownership

    Major shareholders and distribution of ownership Ownership structure (June 30, 2026) Major shareholders (June 30, 2026) Shareholder # of shares Shares, % 1 Solidium Oy 26,379,369 11.10 2 Oras Invest Ltd 10,715,000 4.51 % 3 Varma Mutual Pension Insurance Company 8,014,003 3.37 of shares 4 Ilmarinen M

  114. Slide 114: Thank you

    Thank you are either registered trademarks or trademarks of Konecranes Global Corporation. @ 2023 Konecranes. All rights reserved. 'Konecranes', 'Moves what matters' and Contact information Linda Häkkilä Vice President, Investor Relations Email: linda.hakkila@konecranes.com, tel: +358 (0) 20 427 205

Konecranes — Investor Presentation (July 2026) on 6ix