Sfs Group Ag · SIX:SFSN
Sfs — Investor Day (September 2026)
88 slides from Sfs's investor day presentation, Sep 17, 2026
Slide 1: Welcome to the Investor Day 2026
Welcome to the Investor Day 2026 Investor Day 2026 Jens Breu, Heerbrugg, 9/17/2026
Slide 2: Today's Speakers
Today’s Speakers Jens Breu Volker Dostmann Christina Burri Urs Langenauer Thomas Jung Iso Raunjak Dominik Estermann Investor Day 2026 | September 17, 2026 | Public 2
Slide 3: Agenda
Agenda 1. Inventing success together Jens Breu, Volker Dostmann & Christina Burri 9.00–10.00 am 2. Presentation EC Segment Urs Langenauer 10.00–10.30 am 3. Plant Tour 10.30 am–12.15 pm 4. Lunch 12.15–1.15 pm 5. Presentation FS Segment Thomas Jung 1.15–1.45 pm 6. Presentation D&L Segment Iso Raunjak
Slide 4: Plant Tour With Four Focus Topics
Plant Tour With Four Focus Topics 1 Distribution & Logistics 4 2 Aerospace 2 2 3 Fastening Systems 3 4 Automotive 1 3 1 4 Investor Day 2026 | September 17, 2026 | Public 4
Slide 5: Lunch & Product Booths
Lunch & Product Booths Product Presentation During Lunch 1 Lunch area 2 Aerospace product booth 2 3 Electronics product booth 4 Medical product booth 1 3 4 Investor Day 2026 | September 17, 2026 | Public 5
Slide 6: Investor Day 2026: Inventing success together
Investor Day 2026 Inventing success together Jens Breu, Heerbrugg, 9/17/2026
Slide 7: Positioning
Positioning Investor Day 2026 | September 17, 2026 | Public 7
Slide 8: Inventing success together: Driving Innovation Through Value Engineering
Inventing success together Driving Innovation Through Value Engineering Value Engineering… in Three Segments… by Value Creators Engineered Components Fastening Distribution & Systems Logistics Investor Day 2026 | September 17, 2026 | Public 8
Slide 9: Strategic Core Pillars
Strategic Core Pillars Effectiveness of Core Pillars Proven • Continued investments in innovation Solid financial position • Realization of growth projects and opportunities • End markets and regions Diversification • Sales channels • Customer proximity essential for value proposition Local-for-loca
Slide 10: Capital Allocation Geared Towards Continuity
Capital Allocation Geared Towards Continuity M&A CAPEX Dividend • Aerospace platform • Efficiency improvements, • Stable dividend payment • Medical Devices platform automation, digitalization • Target payout ratio: 35–50% of net • Fastening Systems, Europe and • India manufacturing platform income N
Slide 11: Additive Manufacturing
Additive Manufacturing From Niche Technology to Industrial Manufacturing 3D printing turns inventory into data and shortens the path from idea to part Global industrial additive manufacturing market – strong and sustained growth No tooling Produce directly from a digital file Design freedom Create g
Slide 12: Hoffmann Additive Manufacturing
Hoffmann Additive Manufacturing Provide the Ecosystem for Industrial Production Platform Print Partners SFS I Solution Partners II Hoffmann AM III Customer Logistic & Quality custom assurance Investor Day 2026 | September 17, 2026 | Public 12
Slide 13: Platform Demonstration
Platform Demonstration Choose Your Giveaway Cell phone holder Shopping cart coin URL https://sfs.hoffmann-am.com/ Investor Day 2026 | September 17, 2026 | Public
Slide 14: Challenges & Initiatives
Challenges & Initiatives Investor Day 2026 | September 17, 2026 | Public 14
Slide 15: Challenging Market Environment: Organic Growth in %
Cycle in the Last Few Years Challenging Market Environment Organic Growth in % COVID-19 Supply chain disruptions Ukraine war Market slowdown Europe US trade war Industrial & Automotive US/CN conflict Industrial & Electronics Automotive US/CN conflict Lockdown Recovery Bullwhip effects Weak global ec
Slide 16: SFS Group 2026–2030 Perspective on Opportunities and Assets
SFS Group 2026–2030 Perspective on Opportunities and Assets SFS business model strengths and opportunities Strengths Opportunities • Diversified business model smoothens out cyclical swings • Above average growth in Asia / North America and reduction of • Technological leadership / Value Engineering
Slide 17: Underlying Growth Drivers (1/2)
Underlying Growth Drivers (1/2) Megatrends Bear Opportunities Technological advances Geopolitical block-building Economic development • Digitalization, automation, and • Geopolitical conflicts elevate supply • Economic stagnation / stagflation to robotics drive efficiency, supply chain resilience an
Slide 18: Underlying Growth Drivers (2/2)
Underlying Growth Drivers (2/2) Megatrends Bear Opportunities Societal shifts Environmental changes Legal compliance • Growing middle class drives individ- • ESG awareness and natural re- • Increasing regulation / regulatory ual mobility and air travel source shortages pivot industries complexity in
Slide 19: SFS Group 2026–2030 Top Projects
SFS Group 2026–2030 Top 10 Projects # 2025 2026 2027 2028 2029 2030 1 Expansion of Kanagala site in India Phase II - Expansion of Kanagala site in India 2 Expansion of Operations in Malaysia 3 Establishment of production facility in Vietnam 4 NextGen – D&L Partner integration NextGen – System integr
Slide 20: Investor Day 2026: Inventing success together
Investor Day 2026 Inventing success together Volker Dostmann, Heerbrugg, 9/17/2026
Slide 21: Streamlining Production and Distribution Network
Streamlining Production and Distribution Network Investor Day 2026 | September 17, 2026 | Public 21
Slide 22: Program's Progress
Program’s Progress Secure Profitability & Strengthen Focus on Core Activities CHF 110m CHF 75m +0.8 pp 650 FTE Sales reduction expected One-off costs EBIT margin effect Jobs affected 2025: ~20% materialized 2025: >60% implemented 2025: minor effect recorded 2025: ~50% of workforce reduction target a
Slide 23: Affected Sites and Time Planning
Affected Sites and Time Planning Streamlining Production and Distribution Network • Brunn am Gebirge (Austria): closed in 2025 • Olpe (Germany): closed in 2025 • Malaysia & Singapore: Hoffmann’s Asia-Pacific organization moved to distribution partners in 2025 • Mocksville (USA): production shut down
Slide 24: Guidance
Guidance Investor Day 2026 | September 17, 2026 | Public 24
Slide 25: Guidance 2026
Guidance 2026 Mid-Term Guidance Confirmed 2025A 2026G Mid-Term (CHF) Guidance Sales 3,056.6 million +3–6%* +3–6%* *(growth in local currencies, incl. scope effects) Adjusted EBIT margin 12.2% 12–15% 12–15% Investor Day 2026 | September 17, 2026 | Public 25
Slide 26: Visualizing the Mid-term Guidance Until 2030
Visualizing the Mid-term Guidance Until 2030 Target: Growth and Margin Expansion • Cases at stable FX in CHF million in % of net sales • Availability of M&A targets and segment mix 5,000 25.0% impacting sales and EBIT margin development ~3.6bn – 4bn • Continued focus on streamlining production and 4
Slide 27: BOND
BOND Investor Day 2026 | September 17, 2026 | Public 27
Slide 28: Transaction Summary Key Terms
Transaction Summary Key Terms Issuer SFS Group AG, Heerbrugg Issue/Status Domestic public fixed rate bond Current ratings A-/stable (ZKB), A-/stable (fedafin), BBB+/stable (UBS) Currency and amount CHF/tbd, benchmark-size Maturity Exp. 7 years, including 3-month par call Joint lead managers ZKB, UBS
Slide 29: Acquisition of Heartland Precision Fasteners
Acquisition of Heartland Precision Fasteners Acquire Platform for North American Aerospace Market • SFS establishes US presence for aerospace fasteners with Heartland Precision Fasteners (“HPF”) • Acquisition expands access and manufacturing footprint into US aerospace fastener market and to custome
Slide 30: Investor Day 2026: Inventing success together
Investor Day 2026 Inventing success together Christina Burri, Heerbrugg, 9/17/2026
Slide 31: Organization Supporting the Segments
Organization Supporting the Segments HR Corporate Communications Marketing & Branding ESG Investor Day 2026 | September 17, 2026 | Public 31
Slide 32: HR – Talent and Succession Management
HR – Talent and Succession Management Investor Day 2026 | September 17, 2026 | Public 32
Slide 33: Talent and Succession Management: Why This Is a Business Topic
Talent and Succession Management Why This Is a Business Topic Our risk is concentrated in a defined set of key positions – in three categories: Business strategic Expert Hazard-specific Positions essential to delivering the SFS Unique skills and specialist knowledge Positions essential to business c
Slide 34: Talent and Succession Management: How We Manage It
Talent and Succession Management How We Manage It 1 2 3 4 Identify Calibrate Secure Develop Talent Matrix assesses Talent and succession Succession planning for Individual development plans, performance and potential conferences at local, segment defined key positions, leadership programs, against c
Slide 35: Talent and Succession Management: What It Delivers
Talent and Succession Management What It Delivers Reduced key position risk Stronger internal pipeline Transparency regarding which critical positions are covered, by Talents are identified and moved across segment boundaries, not whom, and how ready those successors are. The focus is on only within
Slide 36: ESG
ESG Investor Day 2026 | September 17, 2026 | Public 36
Slide 37: Our Commitment: Most Important Standards and Ratings
Our Commitment Most Important Standards and Ratings B B rating in the climate questionnaire Silver rating from ecovadis Support for the UN Global Compact and the SDGs Validated climate targets consistent with net zero by 2050 Investor Day 2026 | September 17, 2026 | Public 37
Slide 38: SBTi Short-Term Targets
SBTi Short-Term Targets On Track to Achieve Our 2030 Targets Emissions Reduction (Scope 1+2) by –60% vs. 2023 Emissions Reduction (Scope 3) by –25% vs. 2023 CO2 emissions in metric tons CO2 emissions in metric tons Investor Day 2026 | September 17, 2026 | Public 38
Slide 39: Main Levers in Scope 1+2
Main Levers in Scope 1+2 Renewable Electricity and Electrification of Car Fleet Change Target to 100% Renewable Electricity Accelerate Electricifiation of our Car Fleet Investor Day 2026 | September 17, 2026 | Public 39
Slide 40: Main Levers Scope 3
Main Levers Scope 3 Supply Chain Management, Green Steel and Transport Supply Chain Management Raw Materials Transport • Collect primary data: request • Align suppliers with our SBTi • Reduce air freight Product Carbon Footprint of commitment • Optimize sea freight (e.g. LNG) main suppliers in all s
Slide 41: Investor Day 2026: Engineered Components
Investor Day 2026 Engineered Components Urs Langenauer, Heerbrugg, 9/17/2026
Slide 42: Segment Engineered Components
Segment Engineered Components Automotive Medical Fasteners Automotive Formed Industrial Electronics Parts Investor Day 2026 | September 17, 2026 | Public 42
Slide 43: Financial Indication Engineered Components Segment
Financial Indication Engineered Components Segment* Accelerate Growth in Asia and North America Growth (LC, Profitability incl. bolt-on ROCE (% EBIT) M&A) Within SFS Group mid-term guidance Back in 18–21% EBIT bracket >20% • Moderate growth in Europe by 2030 • Main lever EBIT achievement • Accelerat
Slide 44: Electronics
Electronics Investor Day 2026 | September 17, 2026 | Public 44
Slide 45: Electronics End Market: Market Trends/Drivers
Electronics End Market Market Trends/Drivers Key Drivers Industry Trends Competitive Trends • Hyperscale data centre boom • China-Plus-One Strategy • Increasing competition outside drives demand for nearline HDD • Foldable share to grow in smart of China • Semiconductor demand driven phone sector by
Slide 46: Electronics End Market – Data Storage
Electronics End Market – Data Storage AI Driving Growth in Data Demand Main growth drivers Sales development in HDD applications • Core focus: High-capacity hard drive segment for hyperscale data centers • Uni-Lube® screws • SUS clamps and assembly parts (metal shroud) • Titanium/Glass spacers • Key
Slide 47: Electronics End Market – Semiconductor
Electronics End Market – Semiconductor Opportunities in Semiconductor Market Demand increasingly diversified Growth is driven not only by smartphones and PCs but also by AI, data centers, automotive, industrial 2015-2025 CAGR $1tr automation, power electronics, and IoT technology 9% Opportunities Cl
Slide 48: Electronics End Market: Vietnam Market Entry, Build-out in India
Electronics End Market Vietnam Market Entry, Build-out in India Aligning with China-Plus-One Strategy • Local presences in Vietnam and India help strategic customers diversify manufacturing to mitigate geopolitical risks Growth opportunities in high-tech sectors • Vietnam is a growing hub for semico
Slide 49: Automotive
Automotive Investor Day 2026 | September 17, 2026 | Public 49
Slide 50: Automotive End Market: Market Trends/Drivers
Automotive End Market Market Trends/Drivers 2026 2030 CAGR 91m 97m +1.7% cars cars Key drivers Industry trends Competitive trends • Individual mobility remains • Chinese OEMs entering EU with • High-cost sensitivity even for important globally low cost and digitalized EVs mission-critical applicatio
Slide 51: Automotive End Market – Innovation
Automotive End Market – Innovation Major Growth Potential From “Dry” Braking Trend (EMB) Product Portfolio EMB (ElectroMechanical «dry» Brake) • BSD assemblies as major actuator component High EV Electro- • Trend toward electromobility boosts applications for mechanical brake EV specific comp. batte
Slide 52: Aerospace
Aerospace Investor Day 2026 | September 17, 2026 | Public 52
Slide 53: Aerospace End Market: Market Trends/Drivers
Aerospace End Market Market Trends/Drivers 2025 2030 CAGR AC build AC build 8% 1’400 2’000 Key drivers Industry trends Aerospace market size • Growth of global air travel • Reduce aviation’s carbon • Global air traffic: ~4% annual • Airlines need to replace aging footprint long-term growth fleets wi
Slide 54: Aerospace End Market Innovation
Aerospace End Market Innovation Build Manufacturing Excellence for Structural Fasteners Product Portfolio Blind rivet Titanium fasteners fasteners High Aerospace Application Securely join critical aircraft Fast, one-sided joining titanium structures of aircraft structures and Sales Impact fasteners
Slide 55: Aerospace End Market – Scaling to a Global Platform
Aerospace Global salesEnd Market & manufacturing platform 140 locations Customer2030 Ambition – Scaling proximity supported to a Global by local Platform presence in 35 countries USA Europe China (early stage) • Fasteners: Heartland • Cabin interior: Legacy • Cabin interior Precision Fasteners • Fas
Slide 56: Medical Devices
Medical Devices Investor Day 2026 | September 17, 2026 | Public 56
Slide 57: Medical End Market: Market Drivers/Trends
Medical End Market Market Drivers/Trends Key drivers Industry trends Competitive trends • Aging population • Robotic surgery & digitalization • Global market growing at a • Rise in chronic diseases • Single-use disposables: Surgical ~5.5% CAGR • Healthcare worker shortage instruments, endoscopes • T
Slide 58: Value Proposition
Value Proposition Conventional Compared to Our Innovative Solution Metal Components Only Optimizing the Product End-to-end production (metals, plastic, packaging) • 50% shorter throughput time • Reduce cost of procurement and supplier management • Reduction in networking capital for customer Investo
Slide 59: Medical End Market Innovation
Medical End Market Innovation Combining Technologies to Capture Growth Potential IUD contraception Product Portfolio • Establish Liquid Silicone Rubber (LSR) molding • Expand plastics capabilities for implantable components Drug delivery High • Micro-molding & needle expertise • LSR molding for prec
Slide 60: Investor Day 2026: Plant Tour
Investor Day 2026 Plant Tour
Slide 61: Safety Instructions
Safety Instructions General Filming and taking photos prohibited Don’t touch any components or equipment No smoking inside the buildings Mind the danger areas Beware of internal forklift traffic Investor Day 2026 | September 17, 2026 | Public 61
Slide 62: Lunch
Lunch
Slide 63: Investor Day 2026: Fastening Systems
Investor Day 2026 Fastening Systems Thomas Jung, Heerbrugg, 9/17/2026
Slide 64: Key Figures Fastening Systems Segment
Key Figures Fastening Systems Segment The Building Envelope Specialist 8 7 50 600 2,000 competence production market million CHF Value centers plants organizations sales Creators Investor Day 2026 | September 17, 2026 | Public 64
Slide 65: Fastening Systems Segment in a Nutshell
Fastening Systems Segment in a Nutshell Focused Business in a Fragmented Construction Market Position within construction market Peculiarities of business • Our organization is driven by customer centricity • No dependence on individual large customers • We operate in 4 focused business models • Reg
Slide 66: Fastening Systems New Organization: Tailored Business Models
Fastening Systems New Organization Tailored Business Models Europe Switzerland SFS North America TFC North America Local application expertise in Distribution specialist with Focused service for OEM’s High availability and strong the building envelope smart solutions and dealers brands • Local techn
Slide 67: Strategic Initiatives
Strategic Initiatives Overarching Objectives Growth with Fall Become a top player in North America and Europe → M&A Protection Extend offering to Establish SFS as a strong player in sealing applications for building envelope → M&A sealing Have all high-potential regions/cities in the US covered by a
Slide 68: TFC: Focused Distributor with Direct Contractor Access
TFC: Focused Distributor with Direct Contractor Access Scaling Market Reach and Profitable Growth From 22 to 31 Locations From approx. USD 70 million to approx. USD Sales 130 million From standalone to fully integrated Cost base From good to excellent Profit Investor Day 2026 | September 17, 2026 |
Slide 69: Major Innovation Themes 2026–2030: From Products to Systems
Major Innovation Themes 2026–2030 From Products to Systems Goal Examples Value Creation Move from individual • PV fixing system for façades • Higher sales per customer components to integrated and roofs, including software transaction building solutions • Window installation system for • Increased c
Slide 70: Major Innovation Themes 2026–2030: Digital Customer Experience
Major Innovation Themes 2026–2030 Digital Customer Experience Goal Examples Value Creation Make it easier to do business • e-Commerce • Faster customer interactions with SFS • Software to quote, calculate, • Reduced transaction costs and design façade systems • Improved customer retention • Customer
Slide 71: Major Innovation Themes 2026–2030: AI-Driven Productivity
Major Innovation Themes 2026–2030 AI-Driven Productivity Goal Examples Value Creation Leverage AI across commercial • AI-supported sales and order • Reduce SG&A costs and operational processes management • Faster decision making • Demand forecasting to • Improved forecasting accuracy futureproof ava
Slide 72: Financial Indication Fastening Systems Segment
Financial Indication Fastening Systems Segment* Growth at Upper End/Above SFS Mid-Term Guidance Growth (LC, Profitability incl. bolt-on ROCE (% EBIT) M&A) At upper end / above SFS Group Back in 14–17% EBIT bracket >20% mid-term guidance by 2030 • Main lever EBIT achievement • North America: Further
Slide 73: Investor Day 2026: Distribution & Logistics
Investor Day 2026 Distribution & Logistics Iso Raunjak, Heerbrugg, 9/17/2026
Slide 74: Vision & Mission
Vision & Mission We Make Our Customers More Successful Purpose We enable people to perform at their best Vision We provide the Ecosystem for industrial production Mission We make our customers more successful – around the industrial workplace Investor Day 2026 | September 17, 2026 | Public 74
Slide 75: No. 1 in Europe, Serving Customers Locally Worldwide
No Matter Where. We’re There for Our Customers No. 1 in Europe, Serving Customers Locally Worldwide • Number 1 in Europe, on site worldwide for our customers • Local strength through sales teams on site • Professional export team for worldwide delivery • 135,000 satisfied customers • Around 4,000 en
Slide 76: USPs Sell – And Provide Value for Our Customers
Unique Selling Proposition USPs Sell – And Provide Value for Our Customers Convenience Simplicity Sustainability Reliable, top level supply performance Pre-selected core assortment GARANT system brand Top-level expert advise Holistic solutions for the indust. workplace Easy integration and connectiv
Slide 77: Customers & Industries
Customers & Industries Grow the Core and Address Adjacent Opportunities New Market customers penetration Expand defense & Opportunistic, aerospace selective GSA/EUR Existing Customer customers penetration Core Adjacent Non-core industries industries industries Investor Day 2026 | September 17, 2026
Slide 78: Geographic Focus
Geographic Focus Differentiated Regional Approach • Market leader • Top 3 in specific • High potential market • High-potential market • Secure sales volume countries • Pursue strategy, • Pursue strategy, and margin • Focus region for growth evaluation end of 2028 evaluation end of 2028 • Grow by cro
Slide 79: Successful Business Model and Growth Opportunities
Successful Business Model and Growth Opportunities Building on Our Successes and Seizing New Opportunities Well-established business models Growth opportunities Catalog Portfolio/Volume Business Hoffmann Group Connected Fasteners in Switzerland Defense & Aerospace Personal Protective Equipment Faste
Slide 80: Fasteners Launch in Germany & Austria
Fasteners Launch in Germany & Austria (GA) Strategic milestone Portfolio expansion unlocks new sales potential, increases customer penetration, and strengthens our market position. August 1, 2026 68.000 eLogistics® NXT Market launch in Number of fastener SFS procurement Germany & Austria items avail
Slide 81: All4One: Integration of Former Partner Companies
All4One: Integration of Former Partner Companies Gaining Market Share in the GA, Poland & Belgium Region Strategic milestone Acquisition of technical distributors Gödde, Perschmann & Oltrogge closed on of May 1, 2026 One Approx. 22,200 Market share Sales Company in additional customers Significantly
Slide 82: Artificial Intelligence: From Isolated Use Cases to Scalable Capabilities
Artificial Intelligence From Isolated AI Use Cases to Scalable Business Capabilities General AI approach @ D&L Selection of use cases TACO1 Structured product attributes for Business Process Product Data 400,000 additional articles — & Expertise Enrichment previously not feasible at scale Business V
Slide 83: Organization Distribution & Logistics Segment
Organization Distribution & Logistics Segment Organizational Structure Supports Strategy Execution Head of Segment Finance, M&A GSA Region West Region East Americas Asia Sales & Marketing Partner Business Innovation & Business Development Product Management Operations & General Services Investor Day
Slide 84: Financial Indication Distribution & Logistics Segment
Financial Indication Distribution & Logistics Segment* Accelerated Growth at Sustainable Profitability Growth (LC, Profitability incl. bolt-on ROCE (% EBIT) M&A) Within SFS Group mid-term guidance Sustainably within 8–11% EBIT bracket, >20% • Expand market access in North America ambition to constan
Slide 85: Q&A
Q&A Investor Day 2026 | September 17, 2026 | Public 86
Slide 86: Financial Calendar 2027
Agenda 2027 Publication of Annual Report 2026 Friday, February 26, 2027 Annual General Meeting Tuesday, April 20, 2027 Publication of Half-Year Report 2027 Wednesday, July 21, 2027 Note: no media release on sales figures in January from now on Investor Day 2026 | September 17, 2026 | Public 87
Slide 87: Thank you for your attention
Thank you for your attention Investor Day 2026 | September 17, 2026 | Public 88
Slide 88: Inventing success together
Inventing success together