Sika Ag · SIX:SIKA
Sika — Investor Day (October 2026)
37 slides from Sika's investor day presentation, Oct 1, 2026
Slide 1: Sika Investor Day: Driving Future Growth
SIKA INVESTOR DAY DRIVING FUTURE GROWTH Düdingen, October 1, 2026 Thomas Hasler, CEO Adrian Widmer, CFO
Slide 2: Sika's Site in Düdingen
SIKA’S SITE IN DÜDINGEN
Slide 3: Largest Adhesive Manufacturing Site in the World
SIKA’S SITE IN DÜDINGEN 3 LARGEST ADHESIVE MANUFACTURING SITE IN THE WORLD Start of production Total surface 160 2 in 1968 employees plants 100’000m2 Products manufactured Sealing & Waterproofing Roofing Industry Bonding 40,000 tons of 12,500,000 m2 adhesives per year Sikaplan® membranes per year Si
Slide 4: Efficient and Sustainable Manufacturing
SIKA’S SITE IN DÜDINGEN 4 EFFICIENT AND SUSTAINABLE MANUFACTURING Decarbonization absolute reduction -11.6 % in scope 1 & 2 emissions vs. 2023 Waste & Circularity -8.6 % reduction in waste disposed per ton sold vs. 2023 Water reduction in water discharge -57.2 % per ton sold vs. 2023
Slide 5: Innovation & Our Five Core Technologies
INNOVATION & OUR FIVE CORE TECHNOLOGIES
Slide 6: Innovation Is Our Sustainable Advantage
INNOVATION IS OUR SUSTAINABLE ADVANTAGE 6 R&D DRIVES DIFFERENTIATION, MARKET SHARE, & MARGIN WE INVEST WE CREATED WE DELIVER CHF 280 mn 234 23-25% of sales annual R&D investment new inventions in 2025 alone from products less than five years into their service life 1,800+ R&D specialists 5,500+ pate
Slide 7: Our Global Technology Centers
INNOVATION IS OUR SUSTAINABLE ADVANTAGE 7 OUR 16 GLOBAL TECHNOLOGY CENTERS GERMANY Hamburg Rosendahl Augsburg Stuttgart CHINA UK Shanghai Preston Suzhou Welwyn Garden City SWITZERLAND Sarnen USA Zurich SPAIN Madison Heights Alcobendas Lyndhurst JAPAN Hiratsuka FRANCE Lyon BRAZIL Osasco São Paulo
Slide 8: 5 Core Technologies Serving 8 Target Markets
5 CORE TECHNOLOGIES SERVING 8 TARGET MARKETS 8 GLOBAL LEADER IN A CHF 100 BN INDUSTRY Sika Core Technologies Sika Target Markets Shared Across All Segments Value-adding Product Focus Concrete Waterproofing Roofing Building Finishing Concrete Systems Cementitious Systems Coating Systems Flooring & Co
Slide 9: Adhesive Systems Serving 6 of Sika's Target Markets
ADHESIVE SYSTEMS 9 SERVING 6 OF SIKA’S TARGET MARKETS Adhesives Systems Waterproofing Roofing Sealing & Bonding Engineered Building Industry Refurbishment Finishing
Slide 10: Construction: Enabling Scalable Value Creation
MISSION-CRITICAL, HIGH-PERFORMANCE APPLICATIONS 10 CONSTRUCTION: ENABLING SCALABLE VALUE CREATION Construction Adhesives, Sealants, and Foams ▪ Mission-critical in every construction project ▪ Sit at the intersection of durability, energy efficiency, safety, and productivity ▪ Create a significant d
Slide 11: Industry: Enabling Cutting Edge Innovation
MISSION-CRITICAL, HIGH-PERFORMANCE APPLICATIONS 11 INDUSTRY: ENABLING CUTTING EDGE INNOVATION Automotive & Industry Adhesives and Sealants ▪ Enable new design possibilities ▪ Make production processes more efficient ▪ Are essential in modern industrial construction and assembly ▪ Improve overall per
Slide 12: Accelerating Akkim's Growth
ACCELERATING AKKIM’S GROWTH
Slide 13: Adhesive Technology as a Key Differentiator
ADHESIVE TECHNOLOGY AS A KEY DIFFERENTIATOR 13 AKKIM STRENGTHENS OUR ADHESIVE SYSTEMS Core Technology Competencies Broad competence across 14% 25% 27% combined adhesive adhesives technologies ▪ Polyurethane ▪ Hybrid portfolio competency ▪ Silicone ▪ Water-based 20% with Akkim ▪ Epoxies ▪ Other 2% Ad
Slide 14: Akkim Strengthens Sika's Market Positioning
AKKIM STRENGTHENS SIKA’S MARKET POSITIONING 14 FOUR KEY COMPLEMENTARY CHARACTERISTICS 1 COMPLEMENTARY 4 GEOGRAPHICAL REACH Additional scale and new PRODUCT PORTFOLIO customers in growth markets Broader adhesives and sealants such as Central Asia, Eastern range with complementary Europe, Middle East,
Slide 15: Akkim Sales Expected to Double Within Five Years
AKKIM SALES EXPECTED TO DOUBLE 15 CHF 440 MILLION WITHIN FIVE YEARS Akkim Sales Expansion ▪ Expanding channel access and leverage complementary Sales expected CHF 440 mn product portfolio to double to x2 ▪ Adding scale and CHF 220 mn leverage concepts across geographical CHF 440 mn regions within 5
Slide 16: Innovative Purform Technology
INNOVATIVE PURFORM TECHNOLOGY
Slide 17: Sika Purform Technology: Patented Polyurethane Platform
SIKA® PURFORM® TECHNOLOGY 17 PATENTED POLYURETHANE PLATFORM 1.19 Purform conventional prepolymer 0.99 Polydispersity Purform technology 0.79 10x lower dispersity Intensity (a.u.) Conventional adhesive 0.59 Viscosity 0.39 Purform technology 0.19 4x lower viscosity Conventional adhesive -0.01 2000 200
Slide 18: Purform Technology Creating High-Performance Solutions
PURFORM® TECHNOLOGY 18 CREATING HIGH-PERFORMANCE SOLUTIONS A Key Differentiator Enables Speed Long Service Life High Air Quality ▪ Patented ▪ Extended application season ▪ Resistance to wear and tear, ▪ Odorless ▪ Developed and ▪ Faster construction cycles even under extreme project ▪ No volatile or
Slide 19: Purform Success Story
PURFORM® SUCCESS STORY 19 TRUSTED TECHNOLOGY SOLD GLOBALLY IN ALL REGIONS 3x >250 Trusted by 5 PURFORM® PRODUCT FAMILIES contractors, manufacturers, TRIPLE-DIGIT CHF million MILLION CHF ANNUAL annual SALES sales and distributors driving growth Sold globally in all +12% 17 compound annual growth rate
Slide 20: Purform Sealants and Adhesives Used Everywhere
PURFORM® SEALANTS AND ADHESIVES USED EVERYWHERE 20 FOR LARGE AND SMALL PROJECTS Sealant for weatherproofing facades Sealant for protecting soil and groundwater Grab adhesives for panel bonding Foam for installing door frames
Slide 21: Innovative Curing-by-Design Technology
INNOVATIVE CURING-BY- DESIGN TECHNOLOGY
Slide 22: Unique Curing-by-Design Technology
UNIQUE CURING-BY-DESIGN TECHNOLOGY 22 LEVERAGING SIKA’S CHEMISTRY EXPERTISE 1.15 Curing-by-Design Open time Curing-by-Design technology Adhesive strength build-up 0.95 >3x longer workability 0.75 Conventional adhesive 0.55 Adhesive strength (4 hrs) Conventional 0.35 adhesive Curing-by-Design technol
Slide 23: Curing-by-Design: From Innovation to Technology Platform
CURING-BY-DESIGN 23 FROM INNOVATION TO TECHNOLOGY PLATFORM Transportation Rail Flooring Industrial applications Structural adhesives Custom installation windows Significant reduction in Curing tailored to process for faster vehicle assemblies for faster return to service project time and labor input
Slide 24: Delivering Measurable Results Through Fast Forward
DELIVERING MEASURABLE RESULTS THROUGH FAST FORWARD
Slide 25: On Track to Deliver CHF 80 Million in Benefits in 2026
MEASURABLE RESULTS THROUGH FAST FORWARD 25 ON TRACK TO DELIVER CHF 80 MILLION IN BENEFITS IN 2026 One-time Costs Investments CHF 108 million* CHF 120 – 150 million Benefits < 2yr payback CHF 150 – 200 million Up to 100% ROI (CHF 80 Million in 2026) + share gains *CHF 86.2 million were recognized in
Slide 26: Fast Forward: Structural Savings and Investments
FAST FORWARD DRIVES PRODUCTIVITY & GROWTH 26 FAST FORWARD – STRUCTURAL SAVINGS AND INVESTMENTS Structural Savings Investments into Growth CHF 108 mn CHF 120 – 150 mn One-off Costs (2025) Investments (2026-2028) CHF 80 – 110 mn CHF 70 – 90 mn Expected Savings (by 2027) Expected Benefits (by 2028)
Slide 27: Structural Savings Through Fast Forward Accelerating Productivity
STRUCTURAL SAVINGS THROUGH FAST FORWARD 27 ACCELERATING PRODUCTIVITY 20-23% 18.2% EBITDA 2023 Growth Leverage Material Margin Operational M&A EBITDA 2028 Management Efficiency
Slide 28: HY 2026: EBITDA Margin Increases to 19.0%
FAST FORWARD BENEFITS OFFSET COST INCREASES 28 HY 2026: EBITDA MARGIN INCREASES TO 19.0% In CHF mn +0.2% -0.1% 19.2% +0.6% -0.2% 19.0% 18.9% -0.9% +0.5% Transportation Cost EBITDA H1 25 Material Margin Non-Mat Cost Fast Forward M&A Synergies Dilution from EBITDA H1 26 FX Impact EBITDA H1 26 (Reporte
Slide 29: Up to CHF 110 Million in Recurring Savings by 2027
FAST FORWARD STRUCTURAL ADJUSTMENTS WITH STRONG ROI 29 UP TO CHF 110 MILLION IN RECURRING SAVINGS BY 2027 CHF Up to 108 mn ~30% CHF 110 mn Supply chain ▪ Further optimize production and supply 2027 chain footprint footprint/ ~70% ▪ Streamline capacity in selected markets portfolio ▪ Simplify product
Slide 30: On Track to Deliver CHF 80 Million in Savings in FY 2026
FAST FORWARD STRUCTURAL ADJUSTMENTS WITH STRONG ROI 30 ON TRACK TO DELIVER CHF 80 MILLION IN SAVINGS IN FY 2026 YTD AUGUST* EMEA Asia/Pacific STRUCTURAL SAVINGS FTE Reduction CHF 80 mn Americas Asia/Pacific EMEA YTD Savings Americas YTD August Savings Targeted Savings 2026 *The structural savings ta
Slide 31: Simplification and Consolidation of Footprint in China
FAST FORWARD STRUCTURAL ADJUSTMENTS 31 SIMPLIFICATION AND CONSOLIDATION OF FOOTPRINT IN CHINA CHINA FUNCTIONAL ADJUSTMENTS TO MARKET REQUIREMENTS ▪ Focus on footprint consolidation in 3 regions (Yangtze River Delta Area, Greater Bay Area, Chengdu-Chongqing Area) ➢ Reduction of 5 own plants ➢ Netwo
Slide 32: Footprint Optimization & Product Line Simplification
FAST FORWARD STRUCTURAL ADJUSTMENTS 32 FOOTPRINT OPTIMIZATION & PRODUCT LINE SIMPLIFICATION FOOTPRINT OPTIMIZATION GERMANY MORE EFFICIENCY WITH SIMPLER USA PRODUCT LINE Rosendahl Hamm North and south distribution zones Augsburg ▪ ~80% reduction of 1,800 active SKUs ▪ CHF ~9 mn annual expected saving
Slide 33: Extending Sika's Digital Leadership
FAST FORWARD INVESTMENTS TO DRIVE GROWTH & PRODUCTIVITY 33 EXTENDING SIKA’S DIGITAL LEADERSHIP CHF 50% 70-90 mn CHF 120 – 150 million Investments (2026-2028) 2028 Enhance Supply 35% Accelerate Customer Chain Innovation Value Excellence 2027 15% Foundation 2026 Data & AI, Governance, People Annual Be
Slide 34: Foundational System Start to Deliver Benefits in 2026
FAST FORWARD INVESTMENTS TO DRIVE GROWTH & PRODUCTIVITY 34 FOUNDATIONAL SYSTEM START TO DELIVER BENEFITS IN 2026 Foundational Systems to Ensure Future Growth Global ERP Platform, Sika Datahub, AI Enablement Stronger Customer Experience, Increased Efficiency, Enhanced Data Transparency, Lower Running
Slide 35: Long-Term Benefits of Fast Forward Investments
FAST FORWARD INVESTMENTS TO DRIVE GROWTH & PRODUCTIVITY 35 LONG-TERM BENEFITS OF FAST FORWARD INVESTMENTS Enhance Customer Value Supply Chain Excellence Accelerate Innovation B2B E-Shop, EPDs, Digital Sales Connected End-to-end Supply Digital Lab, Explore New Support Chain, Digital Factory Business
Slide 36: Structural Savings and Digital Investment Benefits
FAST FORWARD TO DELIVER STRONG BENEFITS 36 STRUCTURAL SAVINGS AND DIGITAL INVESTMENT BENEFITS STRUCTURAL AND DIGITAL INVESTMENT BENEFITS On track to reach the CHF 150-200 mn benefits target for 2026 CHF 80 mn 2026 benefits mostly stem from structural savings YTD August 2026 2027 2028 Fast forward in
Slide 37: Thank You
THANK YOU.