Waberer's International Nyrt. · BET:WABERERS
Waberer's International Nyrt — Q2 2026 Earnings Presentation
13 slides from Waberer's International Nyrt's earnings presentation, Aug 13, 2026
Slide 1: Waberer's Group 2026 Q2 and H1 results
Budapest, 13 August 2026 WABERER’S GROUP 2026 Q2 and H1 results Building the number one complex logistics service provider in central and eastern europe. 1
Slide 2: Disclaimer
DISCLAIMER This presentation may contain forward-looking statements. Statements that are not historical facts, including statements about our beliefs and expectations, are forward-looking statements. These statements are based on current plans, estimates and projections, and therefore should not hav
Slide 3: Key Messages
KEY MESSAGES I. Consolidated quarterly revenue of EUR 227.0 million and half-year revenue of EUR 435.0 million, with revenue growth of 11.8% for the quarter and 9.4% for the half-year. • Logistics segment revenue: quarterly: EUR 179.6 million (+9.5%); half-year: EUR 341.6 million (+6.8%) • Insurance
Slide 4: Quarterly Financial Performance Trends
QUARTERLY FINANCIAL PERFORMANCE TRENDS Slight EBIT decline versus the record quarter; significant headroom for further investments (OLH project & active participation in market consolidation) thanks to the low level of leverage CONSOLIDATED EBIT (EUR m) -14% 18.0 15.7 16.5 15.5 14.3 12.1 12.4 10.3 1
Slide 5: Consolidated Quarterly and Half-Year Results
CONSOLIDATED QUARTERLY AND HALF-YEAR RESULTS Core logistics and insurance operations performed in line with the base period, with significant net profit expansion supported by favorable foreign exchange effects GROUP REVENUE (EUR m) • Consolidated revenue • Generated 12% revenue growth on a quarterl
Slide 6: Logistics Segment - Results
LOGISTICS SEGMENT - RESULTS Revenue increases tracking cost changes, core logistics performance in line with the base period, absence of real estate development results in 2026 QUARTERLY RESULTS (EUR m) • The quarterly revenue increase was ¾ driven by price increases in international transportation
Slide 7: Logistics Segment – Freight Price Level Trends
LOGISTICS SEGMENT – FREIGHT PRICE LEVEL TRENDS Positive trends in the European road freight market, providing a basis for improved profitability of the activity GROSS AVERAGE PRICES (EUR/km) NET AVERAGE PRICES (EUR/km)* 1.6 0.75 1.5 0.70 1.4 0.65 1.3 0.60 January February March April May June Januar
Slide 8: Logistics Segment – Warehouse Logistics Development Plans
LOGISTICS SEGMENT – WAREHOUSE LOGISTICS DEVELOPMENT PLANS According to our plans, we will build over 100 thousand sqm of new warehouse logistics capacity in the next 3-5 years National Warehouse Development Network (OLH) - project status • Key strategic project, which underpins the infrastructure re
Slide 9: Logistics Segment – Market Consolidation Trends
LOGISTICS SEGMENT – MARKET CONSOLIDATION TRENDS A wave of consolidation is observable both at the European and domestic levels as a result of the withdrawal of loss-making participants Achieving a regional market-leading position in the European logistics market • The stagnating European economic en
Slide 10: Insurance Segment - Results
INSURANCE SEGMENT - RESULTS Insurance segment result in line with the base period as a result of slight expansion in insurance service result and a decrease in investment result QUARTERLY RESULTS (EUR m) +22% +2% • Key drivers of the 22% revenue increase: 47 11.0 11.1 • The appreciation of HUF again
Slide 11: Stock market presence
Stock market presence SHARE PRICE DEVELOPMENT IN THE LAST 24 MONTHS ACTUAL OWNERSHIP STRUCTURE HUF 4,660 6 000 5 500 27% BDPST Group 5 000 MOL Group* Treasury shares and shares 4 500 owned by the ESOP Organization 55% 4 000 3% Other institutional and retail investors (free float) 3 500 15% 3 000 2 5
Slide 12: Summary
SUMMARY I. I. Profitability of core logistics and insurance operations matched the base period on both a quarterly and half-year basis (EBIT of EUR 15.5 million and EUR 26.6 million, respectively); however, the profit-generating capacity of market-based real estate development activities is postpone
Slide 13: Thank you for your attention!
WABERER’S GROUP Thank you for your attention! WABERER’S INTERNATIONAL Nyrt. H-1239 Budapest, Nagykőrösi út 351. Tel: +36 1 421 6300 E-mail: investor.relations@waberers.com 16
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