Slide 1: Interim report Q2 2026
Interim report Q2 2026 17 July 2026
Slide 2: Sdiptech in brief
SDIPTECH Q2 2026 | Sdiptech in An infrastructure technology group creating sustainable, efficient and safe societies brief – Core Supply Chain & Transportation Energy & Electrification 4,670m Net sales, SEK Water & Bioeconomy Safety & Security 988m Leading niche products and solutions for Adj. EBITA
Slide 3: Q2 highlights
SDIPTECH Q2 2026 | Q2 highlights Strategic • Divestment program completed • 11 companies + lift engineering business • Healthy M&A pace, 2 acquisitions in Q2 • Stable market drivers and strong demand from our diversified portfolio Financial • Positive momentum, total Adj EBITA growth of 11% • Organi
Slide 4: Net sales growth of 14%, positive contribution from all four business areas
SDIPTECH Q2 2026 | Net sales growth of 14%, positive contribution from all four business areas Net sales MSEK - Core Geographical distribution of sales • Net sales increased by 14% yoy 9% 16% − Organic sales growth of 11% Nordics 4 670 16% UK 4 497 − FX effect of -2% Italy 5% US • Positive net sales
Slide 5: Adjusted EBITA growth of 11%
SDIPTECH Q2 2026 | Adjusted EBITA growth of 11% Adjusted EBITA - Core • Adj. EBITA amounted to SEK 258m which is an increase by 11% 968 988 − Solid Organic Adj. EBITA growth of 5% − FX effect of -1% 255 258 233 235 241 • Adj. EBITA growth in 3 out of 4 business areas • Solid Adj. EBITA development f
Slide 6: Cash conversion of 70% in Q2
SDIPTECH Q2 2026 | Cash conversion of 70% in Q2 18.00 Free cash flow 16.00 • FCF/Share LTM Q2 2026: (FCF)1 per share 14.00 16.06 SEK (vs 12.11) and adjusted EPS 2 12.00 SEK/share 10.00 8.00 • EPS improved, vs last year, but 6.00 decreased since Q4 2025 due 4.00 to capital losses on divestments 2.00
Slide 7: Leverage ratio still below target, including recent acquisitions
SDIPTECH Q2 2026 | Leverage ratio still below target, including recent acquisitions - Leverage* ratio reduced, due to increased EBITDA Return on capital employed (target < 3.0) 8.257 8.186 7.414 7.709 4.0 83,0% 78,0% 79,0% 78,0% 3.39 3.20 3.5 5.996 2.84 2.81 2.80 60,9% 63,8% 62,2% 61,8% 3.0 2.47 2.4
Slide 8: Supply Chain & Transportation
SDIPTECH Q2 2026 | Supply Chain & Transportation +16% +14% 19% 49% Net sales Adj. EBITA Adj. EBITA margin ROCE* • Continued positive momentum across the board Net sales Adj. EBITA and margin Net Sales MSEK previous year Net Sales MSEK Adj EBITA MSEK Previous year Adj EBITA MSEK Adj EBITA margin % •
Slide 9: Two new acquisitions – RSS and JLM Teknik expanding our Supply Chain & Transportation offering
SDIPTECH Q2 2026 | Two new acquisitions – RSS and JLM Teknik expanding our Supply Chain & Transportation offering Rail Safety Systems – JLM Teknik – a lifting specialist A leading provider of rail safety • Based in the Netherlands and revenue EUR 6.6 million • Vacuum lifts, cranes and industrial lif
Slide 10: Energy & Electrification
SDIPTECH Q2 2026 | Energy & Electrification +16% +14% 25% 54% Net sales Adj. EBITA Adj. EBITA margin ROCE • Strong double-digit growth in sales and adj EBITA across the Net sales Adj. EBITA and margin Net Sales MSEK previous year Net Sales MSEK Adj EBITA MSEK Previous year Adj EBITA MSEK Adj EBITA m
Slide 11: Water & Bioeconomy
SDIPTECH Q2 2026 | Water & Bioeconomy 5% -9% 21% 98% Net sales Adj. EBITA Adj. EBITA margin ROCE • Improved net sales development in the second quarter Net sales Net Sales MSEK previous year Net Sales MSEK Adj. EBITA and margin Adj EBITA MSEK Previous year Adj EBITA MSEK Adj EBITA margin % • Structu
Slide 12: Safety & Security
SDIPTECH Q2 2026 | Safety & Security +15% +20% 30% 143% Net sales Adj. EBITA Adj. EBITA margin ROCE • Strong structural demand and development in all safety Net sales Net Sales MSEK previous year Net Sales MSEK Adj. EBITA and margin Adj EBITA MSEK Previous year Adj EBITA MSEK Adj EBITA margin % vert
Slide 13: Healthy M&A pace in Q2
SDIPTECH Q2 2026 | Healthy M&A pace in Q2 4 6 • Two acquisitions closed in Q2, total 158 161 EBITA contribution of SEK 35m • Solid cash position and credit 5 facilities to increase the M&A pace in 4 4 109 H2 2026 93 94 • Disciplined valuation principles are still in focus 2 2 50 50 2 35 2019 2020 20
Slide 14: Summary & outlook
SDIPTECH Q2 2026 | Roadmap 2030 Summary & outlook • Solid growth in Q2 • Streamlined portfolio of business units spearheaded for growth • Full focus on growth initiatives • Accelerating M&A pace Financial targets 15% Total adjusted EBITA growth >15% <3.0 Leverage ratio ROCE 17 JULY 2026 14
Slide 15: Thank you!
SDIPTECH INFRASTRUCTURE TECHNOLOGY GROU