Wienerberger Ag · VIE:WIE
Wienerberger — Investor Presentation (June 2025)
36 slides from Wienerberger's investor presentation, Jun 23, 2025
Slide 1: Investor Presentation June 2025
INVESTOR PRESENTATION JUNE, 2025 1
Slide 2: wienerberger at a glance
~4.5 bn € Revenues >20,000 wienerberger employees at a glance >200 2024 ~760 mn € production sites Operating EBITDA ~30 Countries in Europe, India, North America 2
Slide 3: We provide…
We provide… › Solutions for the Building Envelope › Infrastructure Solutions for Water and Energy Management … in North America, Europe and India 3
Slide 4: Solutions for the Building Envelope
107,000 houses built 24 countries Solutions for the Building Envelope 345,000 roofs covered ROOF, WALL & FAÇADE and PAVERS 205 production sites › World‘s biggest brick manufacturer › Market leader roof tiles Europe › Market leader pavers Eastern Europe 11,200,000m2 surface laid/paved 4
Slide 5: Roof Solutions
Roof Solutions Solar › Mounting systems, custom/standard Segments with significant growth modules, inverters/storage, flashing, services › PV systems and services to become a full potential energy solution provider Roof tiles and accessories › Roof tiles, ridge/hip, verge/ventilation › Innovative &
Slide 6: Façade & Wall Solutions
Façade & Wall Solutions Automatization Enabling sustainable and › Robotic systems & prefabrication › Increased efficiency on-site automated building › Solution to skilled labour shortage Facade solutions › Lifespan > 100 years, minimal maintenance › Durable protection against weather › Aesthetic des
Slide 7: Water and Energy Management
18 countries Infrastructure Solutions for 36 production sites Water and Energy Management PIPING SOLUTIONS 675,000 km pipes laid equal to › Leading provider of pipe system solutions for infrastructure, buildings, and agriculture >17 trips around the world 7
Slide 8: Piping Solutions
Piping Solutions Climate resilient infrastructure › Piping solutions for sewage/rainwater networks Addressing segments with › Stormwater management › Monitoring systems/smart solutions structurally growing end markets Energy Transition › Cable protection and wells for wind/solar power › Flexible pip
Slide 9: Strength through diversification
Products Regions Europe Roof East 25% 26% Facade & Wall Revenue Europe Revenue split 45% Strength through West split 56% North America diversification Pipes 18% 30% wienerberger offers products Operating EBITDA margin Operating EBITDA margin and solutions for the building 24% envelope and water and
Slide 10: Why invest in wienerberger?
WHY INVEST IN WIENERBERGER? 10
Slide 11: Three pillars of our strategy
THREE PILLARS OF OUR STRATEGY through Operational excellence External Improvement growth of through processes M&A Sustainability is an integral part Organic of our strategy growth through innovation All our activities are subject to clear sustainability goals 11
Slide 12: Innovation
Innovation We grow with innovative sustainable system Share of Innovative Products of Revenue solution for the in 2024: 33% challenges of today and tomorrow TARGET 2026: >35% 12
Slide 13: Operational excellence
Continuous efficiency improvements along our entire value chain Operational excellence › Optimized manufacturing processes and product quality › Efficient sales › Supply Chain Management and general administration › EBITDA contribution 2024: cost savings of €41mn › Expected EBITDA contribution 2024-
Slide 14: M&A in 2024 supporting our transformation
M&A in 2024 supporting our transformation 3 1 3 4 5 Company Type Closing Date Revenue 2023 7 1 Summitville Tiles (US) FAÇADE 02/29/2024 € 11 MN 2 ~5x 2 Grain Plastics PIPES 05/08/2024 € 30 MN 3 6 3 3 Terreal ROOF 02/29/2024 € 699 MN EV/EBITDA 3 4 Slatek OY* PIPES 10/01/2024 € 5 MN after 3 years and
Slide 15: Transformation to less cyclical but structurally growing end markets
Transformation to less cyclical but structurally growing end markets Infrastructure 18% Infrastructure 15% New build 47% Renovation 20% Renovation New build 35% 65% 2012 2024 15
Slide 16: From single product offer to multiproduct / multi-solution business
From single product offer to multiproduct / multi-solution business Pitched roof solutions Innovative Wall Solutions Water and energy piping infrastructure 16
Slide 17: Value creation for shareholders
Value creation for shareholders STRONG RESULTS THANKS TO THE SUCCESSFUL TRANSFORMATION OF OUR BUSINESSS MODEL Revenue EBITDA ROCE Dividend € 4.5 bn € 760 mn 9.5% € 0.95 € 2.4 bn € 220 mn 1.1% € 0.12 2012 2024 2012 2024 2012 2024 2012 2024 17
Slide 18: Value creation for shareholders
Value creation for shareholders Acquisitions Maintenance depending on Investments opportunities Dividend Share buyback Growth Policy policy € 160–180 mn Investments p.a.2) incl. ESG3) Repurchase and cancellation of 1–2% of the 213 share capital annually 100 103 95 95 86 20–40% of free cash flow to b
Slide 19: Sustainability Program 2023-2026
SUSTAINABILITY PROGRAM 2023-2026 Sustainability Program: We have achieved our interim targets in 2024 ✓ Circularity Revenue from prod- Biodiversity Health & Safety On track to achieve our 2026 targets ✓ Sustainability-linked Bond: ucts supporting net zero buildings Decarbonization Waste management a
Slide 20: Our path to net zero
OUR PATH TO NET ZERO 2026 2030 -25% -42% Scope 1+2 emissions Scope 1+2 emissions -10% -25% Scope 3 emissions Scope 3 emissions Pillars Aligned with €600 Optimized plant design 1.5⁰C million Paris Agreement CAPEX Fuel transformation Efficient product design Until 2030 SBTi Strategic partnerships in s
Slide 21: 2024 progress on decarbonization
2024 PROGRESS ON DECARBONIZATION Reduction in scope 1 & 2 CO2 emissions (2020 – 2026) Progress 2024 Target 2026 -18.5% -25% Reduction in scope 3 CO2 emissions (2022 – 2026) Progress 2024 Target 2026 -20% -10% Beerse (BE) Use of wind power Renewable energy used in own operations (2023 – 2026) Uttendo
Slide 22: 2024 progress on circularity and net zero buildings
2024 PROGRESS ON CIRCULARITY AND NET ZERO BUILDINGS CicloBrick Highly durable roof tiles Wevolt X-Tiles EcoBrick Sales from highly durable products (>100 years) Progress 2024 Target 2026 Revenue from products supporting net zero buildings 83% 80% Progress 2024 Target 2026 Sold products that are recy
Slide 23: 2024 progress on water management
2024 PROGRESS ON WATER MANAGEMENT Water harvested, retained, and saved through our products in infrastructure and agriculture (2023 - 2026) Progress 2024 Target 2026 ~10m m3 35m m3 Reduction of water consumption in own operations (2023 - 2026) Progress 2024 Target 2026 ~4.6% -15% 23
Slide 24: Business Update Q1 2025
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Slide 25: Market developments in Q1 2025
MARKET DEVELOPMENTS IN Q1 2025 MACRO ENVIRONMENT › Overall challenging economic backdrop › Interest rates are gradually declining, but long-term interest rates still at high levels › Limited direct impact from US trade tariffs, but weighing on sentiment and affordability NEW RESIDENTIAL HOUSING › Re
Slide 26: Q1 2025 financials
Q1 2025 FINANCIALS Revenue Operating EBITDA € 1,099 mn € 130 mn (Q1 2024: € 953 mn | +15%) (Q1 2024 : € 115 mn | +13%) Operating EBITDA margin Cost savings 11.8% € 13 mn (Q1 2024: 12.1%) (Q1 2024 : € 26 mn) 26
Slide 27: Overview operating segments
OVERVIEW OPERATING SEGMENTS COMMENTS Europe West Europe East North America › Europe West operating EBITDA 10.7% 12.2% 15.4% increase driven by increased volumes Operating EBITDA margin Operating EBITDA margin Operating EBITDA margin in renovation, Terreal contribution and cost savings +23% › Europe
Slide 28: Wienerberger's action plan for 2025
WIENERBERGER’S ACTION PLAN FOR 2025 Increased revenues from Depreciation system innovations € 380 mn (2024: 33%) (2024: € 362 mn) Growth CAPEX Maintenance CAPEX € 150 mn € 140 mn (2024: € 177 mn) (2024: € 135 mn) Expanding Operating EBITDA Margin to 17.5 % (2024: 16.8%) 28
Slide 29: Ongoing business 2025
ONGOING BUSINESS 2025 GUIDANCE 2025 CONFIRMED Outlook assumptions are based on › overall stable end market developments €~ 800 mn throughout 2025 estimated 2025 › further interest rate cuts in line with current operating EBITDA market expectations 29
Slide 30: Mid-term strategy
MID-TERM STRATEGY 30
Slide 31: Strengthening our market position: pursuing organic growth
STRENGTHENING OUR MARKET POSITION PURSUING ORGANIC GROWTH HIGH CONTINUED INNOVATION OPERATIONAL RATE EFFICIENCY AND TARGET 2026: INCREASE IMPROVED CAPACITY >35% UTILISATION SYSTEM SOLUTIONS Particularly in the piping and roofing divisions 31
Slide 32: Strong growth by M&A
STRONG GROWTH BY M&A Strong TRACK RECORD of transactions Successful INTEGRATION and COST SYNERGY Substantial and delivery VALUE ENHANCING pipeline of potential M&A transactions 32
Slide 33: Rebound of end markets
REBOUND OF END MARKETS › Important spare capacity to meet increasing demand › More efficient and cost-effective industrial base in all regions › Strong portfolio of systems/products for renovation, infrastructure and new residential housing END MARKET DEVELOPMENT | AVG. 2021 = BASELINE 110 100 90 In
Slide 34: Wienerberger geared towards growth
WIENERBERGER GEARED TOWARDS GROWTH Mid-term target of € >1.2 bn Operating EBITDA Depending on underlying market demand in the different end markets 34
Slide 35: Contact details
CONTACT DETAILS investor@wienerberger.com | +43 1 60192 10221 | www.wienerberger.com | ISIN: AT0000831706 | ADR ISIN: US9676621074 Follow us on LinkedIn! Upcoming Events 2025 Date Event 06/24/2025 European Infra & Building Materials Conference, London / Goldman Sachs Get the latest news and 08/13/20
Slide 36: | Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com
| Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com