Georg Fischer Ag · SIX:GF

Georg Fischer — Investor Presentation (November 2025)

20 slides from Georg Fischer's investor presentation, November 2025

  1. Slide 1: The new GF – a global market leader in Flow Solutions

    November 2025 The new GF – a global market leader in Flow Solutions © GF v3.3

  2. Slide 2: A rich history in industrial technology with continuous transformation over time

    Investor presentation A rich history in industrial technology with continuous transformation over time GF I&I Flow GF Casting GF Machining GF Building Flow GF Corporate Going Forward Solutions Solutions Solutions Solutions 1802 1864 1897 1921 2023 2024 GF founded First piping First automotive First

  3. Slide 3: Transformation to focus on Flow Solutions near completion

    Investor presentation Transformation to focus on Flow Solutions near completion Breakdown based on Sales Strategy 2030 Flow Solutions 19% 37% 30 – 40% 30 – 40% 46% 54% 40% 2020 18% 2024 2030 63% 23% 30 – 40% GF Flow Solutions GF Casting Solutions1 and GF Machining Solutions2 Industry Infrastructure

  4. Slide 4: Global trends offer significant opportunities …

    Strategy 2030 Global trends offer significant opportunities … 5x more extreme 68% of the world 40% of the EU’s weather events in the population to live in energy is consumed last 50 years urban areas by 2050 by buildings Water scarcity and climate change Rapid urbanization Energy efficiency in build

  5. Slide 5: … with positive underlying market drivers

    Strategy 2030 … with positive underlying market drivers USD 1’700 billion CAPEX 2025-2030 Buildings Industry Infrastructure US housing deficit stands at 4.7 Global Data Center workloads (in GW) European Blue deal to address water- million homes while in Europe the related challenges in Europe with +

  6. Slide 6: A global market leader in Flow Solutions with an extensive local presence

    Investor presentation A global market leader in Flow Solutions with an extensive local presence Americas EMEA APAC Sales CHF 3.1 billion ~30% ~50% ~20% Employees worldwide US: 92% Europe: 99% China: 84% ~12,000 % Revenue by region (based on 2024 pro-forma figures) % Local-for-local production © GF v

  7. Slide 7: Competitive differentiation based on a premium, service and solution-led offering

    Investor presentation Competitive differentiation based on a premium, service and solution-led offering Superior product Leakage free Easy installation and Value solutions & Easy to work with performance solutions low maintenance services © GF v3.3 7 November 2025

  8. Slide 8: Recognized as a leader in sustainability and innovation

    Investor presentation Recognized as a leader in sustainability and innovation 76%1 -55% sales with social or CO2e emissions Scope 1 and 2 environmental benefits (Compared to H1 baseline; (Target 2025: 77%2) Target 2026: -30%) 4.0 accidents 32% per million hours newly appointed worked female managers

  9. Slide 9: Three business areas addressing diverse end-markets

    Investor presentation Three business areas addressing diverse end-markets ~40% ~35% ~25% ~37%1 ~33%1 ~30%1 Buildings Industry Infrastructure Reliable and efficient systems for distribution Mission-critical fluid handling solutions for Seamless solutions for water infrastructure, of water and heating

  10. Slide 10: Building Flow Solutions in brief

    Investor presentation Building Flow Solutions in brief Sales (2024 pro-forma new structure) Categories CHF ~1’200 million Hot & Cold Water Heating & Cooling Wastewater Systems and Supply and Controls Solutions Special Applications Customers Connections Piping Radiant Heating & Installation Drainage

  11. Slide 11: Building – New PEX customers and end markets via Home Depot retail channel

    Strategy 2030 Building – New PEX customers and end markets via Home Depot retail channel We are expanding our PEX leadership in North America through Home Depot Leader in PEX We are used by the top US home builders in the new build segment New Customers We will target small plumbing companies who us

  12. Slide 12: Industry Flow Solutions in brief

    Investor presentation Industry Flow Solutions in brief Sales (2024 pro-forma new structure) Segments CHF ~1’100 million Semiconductors Chemical Process Water Industry Marine Customers Data Center Food and Beverage Energy Life Sciences PVDF pipes Pre-insulated pipes PP pipes PVC pipes Valves Actuator

  13. Slide 13: Industry – Moving liquid cooling to the next level of purity

    Strategy 2030 Industry – Moving liquid cooling to the next level of purity We are focusing on “customer excellence” by partnering with customers to solve challenges Customer centric innovation Innovations are focused on real customer challenges with clear product market fit Rapid development We have

  14. Slide 14: Infrastructure Flow Solutions in brief

    Investor presentation Infrastructure Flow Solutions in brief Sales (2024 pro-forma new structure) Segments CHF ~750 million Repair systems Fittings Water Distribution Gas Distribution Customers Jointing solutions Gasmeters and pipes Gravity systems Stormwater tanks Waste & Storm water Industrial Inf

  15. Slide 15: Infrastructure – Providing solutions combining metal and plastic infrastructure components

    Strategy 2030 Infrastructure – Providing solutions combining metal and plastic infrastructure components With VAG we move from a “component to a solutions” provider Complementary portfolio Our Multi-joint metal couplers and electrofusion fittings enable seamless valve integration Market expansion Me

  16. Slide 16: Strategy 2030 targets to drive profitable growth …

    Strategy 2030 Strategy 2030 targets to drive profitable growth … Sales EBITDA margin FCF / EBITDA conversion Return on invested capital CHF billion x x x 4.2 – 4.5 16 – 18% > 50% 21 – 26% 1 incl. 0.5 – 0.6 bn acquisitions EBIT margin: 13 – 15% Maximize the core Grow with new Lead with innovative Fos

  17. Slide 17: … broken down by business area …

    Strategy 2030 … broken down by business area … Buildings Industry Infrastructure CHF 1.35 – 1.45 billion CHF 1.35 – 1.45 billion CHF 1.0 – 1.1 billion Sales (excl. acquisitions) Sales (excl. acquisitions) Sales (incl. VAG) 17 – 19% 20 – 22% 13 – 15% EBITDA margin EBITDA margin EBITDA margin 21 – 26%

  18. Slide 18: … strongly intertwined with our sustainability framework

    Strategy 2030 … strongly intertwined with our sustainability framework Products Planet People Sustainable innovations and solutions for our Cutting emissions and conserving water in high- Empowering people in a safe, healthy and inclusive customers stressed areas workplace 80% 63% 30% of sales with

  19. Slide 19: Growth-centered capital allocation framework

    Strategy 2030 Growth-centered capital allocation framework Capital deployment capacity from 2025 to 2030 of CHF 1.8 to 2.0 billion in aggregate Invest Return Protect Evolve Closely controlled capex Dividends Balance sheet Strategic ▪ Investments in ▪ Progressive dividend ▪ Continue to deleverage acq

  20. Slide 20: Thank you for your attention!

    Thank you for your attention! © GF v3.3 20 November 2025

Georg Fischer AG (GF) — Investor Presentation (November 2025) on 6ix