Georg Fischer Ag · SIX:GF
Georg Fischer — Analyst and Media Conference 2026
15 slides from Georg Fischer's conference presentation, October 2026
Slide 1: The new GF – a global market leader in Flow Solutions
October 2026 The new GF – a global market leader in Flow Solutions © GF v3.3
Slide 2: Transformation to a Flow Solutions pure-play near completion
Transformation to a Flow Solutions pure-play near completion GF Machining Solutions Divested GF Casting Solutions Industry Flow Infrastructure Flow Building Flow Solutions Solutions Solutions Divested Precicast Announced1 1 Closing expected towards year-end 2026 subject to customary closing conditio
Slide 3: Three business areas addressing diverse end-markets
Three business areas addressing diverse end-markets ~32% ~32% ~36% Industry Infrastructure Buildings Mission-critical fluid handling solutions for a Seamless solutions for water infrastructure, Reliable and efficient systems for distribution range of end-markets, including semi- including stormwater
Slide 4: Industry Flow Solutions in brief
Industry Flow Solutions in brief (CHF million) Industry Segments Sales breakdown1 – H1 2026 Water treatment Other Semiconductors 555 Water Treatment Semiconductors Chemical Process Life Sciences Chemical processing Key customers: Marine Energy Data Center Food and Beverage PVDF pipes Pre-insulated p
Slide 5: Infrastructure Flow Solutions in brief
Infrastructure Flow Solutions in brief (CHF million) Infrastructure Segments Sales breakdown1 – H1 2026 Gas distribution Water distribution Repair systems Fittings 446 Engineered infrastructure incl. stormwater Water Distribution Gas Distribution Jointing solutions Gasmeters and pipes Key customers:
Slide 6: Building Flow Solutions in brief
Building Flow Solutions in brief (CHF million) Buildings Segments Sales breakdown1 – H1 2026 Other Heating & Cooling 616 Hot & Cold Water Hot & Cold Water Heating & Cooling Wastewater Systems and Supply and Controls Solutions Special Applications Key customers: Connections Piping Radiant Heating & I
Slide 7: Strong focus on new growth opportunities underpinned by global mega-trends
Strong focus on new growth opportunities underpinned by global mega-trends Data center HVDC Semiconductors Indoor climate Urban infrastructure ▪ Capitalize on ▪ Uniquely positioned ▪ Invest in innovation ▪ Capture consumers ▪ One-stop solution demand for liquid in liquid cooling for to set new purit
Slide 8: A premium, service and solution-led unique offering
A premium, service and solution-led unique offering Superior product Leakage free Easy installation and Value solutions & Easy to work with performance solutions low maintenance services © GF v3.3 8 October 2026
Slide 9: Strategy 2030 targets to drive profitable growth
Strategy 2030 targets to drive profitable growth Net sales EBITDA margin FCF / EBITDA conversion Return on invested capital CHF billion x x x 4.2 – 4.5 16 – 18% > 50% 21 – 26% incl. 0.5 – 0.6 bn acquisitions EBIT margin: 13 – 15% Organic growth CAGR 4-6% Maximize the core Grow with new Lead with inn
Slide 10: Key H1 2026 figures at a glance
Key H1 2026 figures at a glance (CHF) GF’s Flow Solutions business in H1 2026 Order intake EBITDA margin EBIT margin Sales with social or environmental benefits 1.7 billion 13.4 % 10.0 % 77 % of net sales comparable comparable H1 2025: 76% Net sales IIFS EBITDA margin IIFS EBIT margin Scope 1 and 2
Slide 11: Ongoing value creation and efficiency programs to drive profitability
Ongoing value creation and efficiency programs to drive profitability (CHF million) Uponor Value Creation program Fit for Growth program (Annual run-rate synergies) (Secured cost savings1 for full year 2026 by 30 June) Target 30 – 40 40 – 50 35 60 29 Raised 51 40 target 17 2024 2025 H1 2026 2027 Tar
Slide 12: Reinvestment in strategic focus areas – ultrapure systems for semiconductor industry
Reinvestment in strategic focus areas – compelling ultrapure systems for semiconductor industry Industry needs: Advanced Ultrapure Water transport systems for the next generation of Pre-launch with multiple test installations started and first secured orders semiconductors GF solution: SYGEF Ultra s
Slide 13: Reinvestment in strategic focus areas – cooling data centers with smarter flow control
Reinvestment in strategic focus areas – cooling data centers with smarter flow control Industry needs: Reliable thermal performance and efficient long-term operation GF solution: Multi Control Valve Cohesive system with five integrated sensors for flow, temperature, energy and pressure Faster reacti
Slide 14: Connection from heat pump to building with the best thermal performance on the market
Connection from heat pump to building with the best thermal performance on the market Ecoflex VIP 2.0 ▪ Best-in-class insulation VIP insulation ▪ Less outer pipe diameter and heat loss Outstanding insulation performance ▪ Superior flexibility and time savings Installed stock of heat pumps in Europe
Slide 15: Thank you for your attention!
Thank you for your attention! © GF v3.3 15 October 2026