Aumann Ag · XETR:AAG
Aumann — Montega Hamburg Investors Days 2026
21 slides from Aumann's conference presentation, Aug 26, 2026
Slide 1: Montega Hamburg Investors Days
Montega Hamburg Investors Days Aumann AG 26 August 2026
Slide 2: We automate growing markets.
We automate growing markets.
Slide 3: Different markets. Connected by technology.
Different markets. Connected by technology.
Slide 4: Turning technology into scale.
Turning technology into scale.
Slide 5: E-mobility benefiting from the continued electrification of global vehicle production
E-mobility benefiting from the continued electrification of global vehicle production Segment E-mobility Market potential 2 out of 3 new cars are expected to be EVs by 2031, signaling that electrification is the dominant production model E-mobility Sales growth 30% increase in global BEV sales in 20
Slide 6: Aerospace benefiting from rising demand for advanced and automated production
Aerospace benefiting from rising demand for advanced and automated production Segment Next Automation Civil aviation Boeing and Airbus forecast more than 40,000 new aircraft across the industry over the next two decades Production ramp-up Aviation OEMs hold >10× annual production in backlog, requiri
Slide 7: Life Sciences expanding into high-tech applications
Life Sciences expanding into high-tech applications Segment Next Automation Structural growth Life Sciences Global medicine spending is expected to exceed $2.6tn by 2030 and increasing at a rate of 5-8% per year Applications High-tech applications expand the addressable market, where precision, mini
Slide 8: Clean Tech driven by the global transition toward more sustainable energy solutions
Clean Tech driven by the global transition toward more sustainable energy solutions Segment Next Automation Energy transition Global renewable power capacity is expected to more than double by 2030, accelerating the transition Decentralized solutions Rapid growth in large-scale battery storage and f
Slide 9: Aumann's innovation competence is the foundation for success
Aumann’s innovation competence is the foundation for success Product Know-how Process Production Know-how Know-how 9
Slide 10: Aumann uniquely combines process competences with proven large-scale automation execution
Aumann uniquely combines process competences with proven large-scale automation execution Converting Assembly Winding Joining Automation Testing Project Virtual Supplier Trace- Ramp- Manage- Com- Service integration ability up ment missioning 10
Slide 11: Financial Performance H1 2026
Financial Performance H1 2026
Slide 12: Financial Performance H1 2026 – Key figures
Financial Performance H1 2026 Key figures ▪ Revenue decreased by 34.8% YOY to €70.6 million, while Next Automation grew by 23.0% YOY €70.6 million Revenue ▪ EBITDA margin remained solid at 10.5%, demonstrating effectiveness of efficiency measures and operational strength 10.5% EBITDA margin ▪ Order
Slide 13: Revenue decline driven by E-mobility segment, while Next Automation grew 23.0% YoY
Revenue decline driven by E-mobility segment, while Next Automation segment grew by 23.0% YoY Revenue Next Automation revenue in € million in € million +23% -35% 108.3 23.2 Segment share 18.8 70.6 89.4 47.4 67.2% 18.8 23.2 32.8% 6M 2025 6M 2026 6M 2025 6M 2026 E-mobility Next Automation Not shown ef
Slide 14: Lower volumes impacted absolute results, while both segments maintained high profitability
Lower volumes impacted absolute results, while both segments maintained high profitability EBITDA E-mobility EBITDA in € million and in % of revenue in € million and in % of revenue 10.5% 10.5% 11.9% 12.3% 11.4 10.7 7.4 10.7 5.9 5.9 2.5 2.7 6M 2025 6M 2026 6M 2025 6M 2026 E-mobility Next Automation
Slide 15: Next Automation strengthens order book with a book-to-bill ratio of 1.63
Next Automation strengthens order book with a book-to-bill ratio of 1.63 over the past twelve months Order intake Order backlog in € million in € million -27% -29% 90.0 162.4 Segment Segment share share 65.4 115.4 68.1 115.4 27.7 42.3% 53.4 46.3% 37.7 57.7% 61.9 53.7% 21.9 47.0 6M 2025 6M 2026 Jun 2
Slide 16: Strong financial position provides a solid foundation for acquisitions and diversification
Strong financial position provides a solid foundation for acquisitions and further diversification Balance sheet as of 30 June 2026 in € million 283 283 Net cash position Non-current assets* 76 €154.4 million 176 Equity Current assets* 49 (62.2%) Cash 158 Solid equity ratio 62.2% €154 million Net ca
Slide 17: Guidance for 2026 confirmed, supported by order backlog and sales pipeline
Guidance for 2026 confirmed, supported by order backlog and promising Next Automation sales pipeline Revenue EBITDA in € million in € million and in % of revenue 7.1% 11.5% 13.8% 6-8% 312.3 289.6 35.8 28.2 204.0 20.6 160 2023 2024 2025 2026 2023 2024 2025 2026 Guidance Guidance 17
Slide 18: Summary
Summary Turnkey Profitable Long term Growing Production Asset-light Partnership Markets & Solutions Business model & Experience Expansion Solid Great Highly Financials Liquidity skilled engineers 18
Slide 19: Financial Calendar 2026
Financial Calendar 2026 Montega Hamburg Investor Days (Hamburg) 26 August 2026 Annual General Meeting 2026 28 August 2026 Berenberg & Goldmann Sachs German Corporate Conference (Munich) 23 September 2026 Interim Statement Q3 2026 and Earnings Call 12 November 2026 German Equity Forum (Frankfurt) 23
Slide 20: Aumann AG
Aumann AG Dieselstrasse 6 48361 Beelen Germany Investor Relations Tel +49 2586 888 7800 Fax +49 2586 888 7805 ir@aumann.com www.aumann.com
Slide 21: Disclaimer
Disclaimer The presentation, including any printed or electronic copy of these slides, the talks given by the presenters, the information communicated during any delivery of the presentation and any question and answer session and any document or material distributed at or in connection with the pre