Sixt Se · XETR:SIX2
Sixt — Investor Presentation (September 2025)
26 slides from Sixt's investor presentation, September 2025
Slide 1: Sixt SE Investor Presentation
SIXT SE INVESTOR PRESENTATION SECOND TEXT LEVEL SEPTEMBER 2025: LOCATION, MONTH 20XX
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER This presentation (together with the presenters’ speeches delivery of the Presentation nor any further discussions of and neither the Company nor any of its directors takes any and any other related verbal or written communications the Company with any of the recipients thereof shal
Slide 3: Our Agenda
OUR AGENDA 01 02 03 SIXT MARKET OPPORTUNITIES STRATEGIC POSITION AT A GLANCE EUROPE AND NORTH EXPECT BETTER AMERICA 04 05 06 CURRENT TRADING EQUITY STORY Q&A H1 2025 WHY INVEST IN SIXT? SESSION INVESTOR PRESENTATION | SEPTEMBER 2025 3
Slide 4: Sixt at a Glance
SIXT AT A GLANCE INVESTOR PRESENTATION | SEPTEMBER 2025 4
Slide 5: Sixt is a fast scaling, global & multi mobility product platform company
SIXT IS A FAST SCALING, GLOBAL & MULTI MOBILITY PRODUCT PLATFORM COMPANY RENT-A-CAR BUSINESS MARKET GROWTH 1 REVENUE GROWTH 2024-2027E 2021-2024 SIXT GROUP ADDITIONAL MOBILITY PRODUCTS GERMANY +17.2% +53.5% REVENUES 2024: 4,002 MEUR EUROPE (INCL. GERMANY) +17.1% +59.0% Abo +102.0% REVENUE GROWTH 202
Slide 6: Sixt offers all relevant mobility products integrated in one app with car rental at its core
SIXT OFFERS ALL RELEVANT MOBILITY PRODUCTS INTEGRATED IN ONE APP WITH CAR RENTAL AT ITS CORE SIXT‘S PRODUCTS INTEGRATED IN ONE APP Car subscription Commercial vehicle solutions ↗ Individual mobility solution with ↗ Flexible van and truck rental maximum flexibility, calculable options for both privat
Slide 7: Network effect fueling Sixt group revenue due to outbound and inbound businesses
NETWORK EFFECT FUELING SIXT GROUP REVENUE DUE TO OUTBOUND AND INBOUND BUSINESSES GROWTH IN 13 NETWORK EFFECTS GROWTH IN >100 CORPORATE COUNTRIES FRANCHISE COUNTRIES ONE PLATFORM INVESTOR PRESENTATION | SEPTEMBER 2025 7
Slide 8: Market Opportunities: Europe and North America
MARKET OPPORTUNITIES EUROPE AND NORTH AMERICA INVESTOR PRESENTATION | SEPTEMBER 2025 8
Slide 9: Europe is a core market for Sixt with huge growth potential in major countries
EUROPE IS A CORE MARKET FOR SIXT WITH HUGE GROWTH POTENTIAL IN MAJOR COUNTRIES SIXT RENTAL MARKET SHARE 20241 (schematic) EUROPE EUR 14bn2 18%3 SIXT MARKET SIZE #2 MARKET SHARE MUNICH AIRPORT GERMANY FRANCE #1 #1 Corporate Franchise NICE PROMENADE DES ANGLAIS INVESTOR PRESENTATION | SEPTEMBER 2025 9
Slide 10: Orange footprint expanded in Europe resulting in a 14% revenue growth in H1 2025
ORANGE FOOTPRINT EXPANDED IN EUROPE RESULTING IN A 14% REVENUE GROWTH IN H1 2025 PAMPLONA TRAIN STATION MALLORCA PALMA AIRPORT NEW BRANCH OPENINGS & RELOCATIONS [IT, ES, FR since Q1 2024] TRS MILAN MALPENSA AIRPORT FLORENCE GIOBERTI EAS PSR CCF MAH REG LEI AIRPORT DOWNTOWN 6 new 27 new AENA TENDER S
Slide 11: The US rental market is huge and offers strong growth opportunities for Sixt
THE US RENTAL MARKET IS HUGE AND OFFERS STRONG GROWTH OPPORTUNITIES FOR SIXT USD 41bn US Car Rental Market1 NYC TIMES SQUARE 1% MARKET SHARE = USD 410m SIXT REVENUE POTENTIAL x2.5 x14 INVESTOR PRESENTATION | SEPTEMBER 2025 11 1Euromonitor.
Slide 12: Sixt is continuously painting North America orange
SIXT IS CONTINUOUSLY PAINTING NORTH AMERICA ORANGE WITH ALREADY BEING THE FOURTH LARGEST RENT-A-CAR PLAYER PARTNERSHIPS & AWARDS U.S. AIRPORT HIGHLIGHTS #1 CAR RENTAL COMPANY YVR MIA 19% market share in June Launched SIXT’s first U.S. airline partnership, 2025; ranked #1 brand enabling SkyMiles earn
Slide 13: Sixt has significantly increased its revenue over the last decade
SIXT HAS SIGNIFICANTLY INCREASED ITS REVENUE OVER THE LAST DECADE AND THE GROWTH TRAJECTORY CONTINUES REVENUE 1 EUR m +12% CAGR 4,002 +5-10% 2014-2024 3,621 3,066 2,501 2,282 2,136 1,869 1,708 1,524 1,532 1,233 COVID 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E INVESTOR PRESENTATION
Slide 14: Strategic Position: Expect Better
STRATEGIC POSITION EXPECT BETTER INVESTOR PRESENTATION | SEPTEMBER 2025 14
Slide 15: Combining scalability with above industry average profitability
COMBINING SCALABILITY WITH ABOVE INDUSTRY AVERAGE PROFITABILITY HISTORICAL TOTAL REVENUE1 [FIGURES IN MILLION EUR] OVERVIEW MAJOR PLAYERS IN GLOBAL CAR RENTAL MARKET 1,2 DEVELOPMENT 2014 – 2024 5,000 Bubble: Average Fleet Size FY 2014- FY 2024 COVID-19 x3.2 15% 4,000 (average FY 2014- 2024) 10% EBT
Slide 16: Sixt business model designed to achieve strong growth via premium strategy
SIXT BUSINESS MODEL IS DESIGNED TO ACHIVE STRONG GROWTH VIA PREMIUM STRATEGY LEADING TO HIGHER MARGINS RESULTING IN STRONG PROFITABILITY …LEADING TO HIGH HIGHER INVESTMENT PREMIUM PREMIUM HIGH CAPACITY FOR BRAND STRATEGY CUSTOMER MARGINS PER SIXT brand as a bold and SATISFACTION VEHICLE SCALABLE & S
Slide 17: Sixt's high level of resilience is another key driver for sustainable profitability
SIXT’S HIGH LEVEL OF RESILIENCE IS ANOTHER KEY DRIVER FOR SUSTAINABLE PROFITABILITY RISK RESILIENT COST FLEET PURCHASE VARIABILITY -XY month +XY month HIGH NON-RISK Ratio AROUND 6-9 MONTHS OEMs of 79%1 in FY 2024 AVERAGE HOLDING PERIOD ↗ No residual value risk ↗ Pre-defined prices 23% COST BASE ↗ Hi
Slide 18: Current Trading H1 2025
CURRENT TRADING H1 2025 INVESTOR PRESENTATION | SEPTEMBER 2025 18
Slide 19: H1 2025 operational performance: continued growth served with a tight fleet
H1 2025 OPERATIONAL PERFORMANCE: CONTINUED GROWTH SERVED WITH A TIGHT FLEET REVENUE +71% 8.5% FLEET FLEET GROWTH [EUR m] [avg. #] 1,788 1,941 4.9% INSIDE DEMAND 1,620 1,325 174,800 183,300 1,133 STRONG 831 UTILIZATION 717 H1 2019 H1 2020 H1 2021 H1 2022 H1 2023 H1 2024 H1 2025 H1 2024 H1 2025 GERMAN
Slide 20: Our 2025 financial guidance: further revenue growth and EBT-margin normalization
OUR 2025 FINANCIAL GUIDANCE: FURTHER REVENUE GROWTH AND EBT-MARGIN NORMALIZATION HISTORY GUIDANCE 2025 ∅ REVENUE CAGR1 REVENUE (2004-2024) 9.4% +5-10% (VS. 2024) ∅ EBT-MARGIN1 EBT-MARGIN (2004-2024) 10.2% ~10% INVESTOR PRESENTATION | SEPTEMBER 2025 20 1 Figures for 2004-2019 shown in this presentati
Slide 21: H1 2025 highlights: record revenue, significant earnings increase and guidance confirmed
H1 2025 HIGHLIGHTS: RECORD REVENUE, SIGNIFICANT EARNINGS INCREASE AND FY 2025 GUIDANCE CONFIRMED GROWTH STORY PROFITABILITY FURTHER FY 2025 GUIDANCE CONTINUED SIGNIFICANTLY INVESTMENTS IN CONFIRMED ¹ INCREASED PREMIUM OFFERING REVENUE GROWTH EBT INCREASE OF 154% EXTENSION OF +5-10% REVENUE GROWTH AC
Slide 22: Equity Story: Why Invest in Sixt?
EQUITY STORY WHY INVEST IN SIXT? INVESTOR PRESENTATION | SEPTEMBER 2025 22
Slide 23: Why to invest in Sixt
WE HAVE WHY TO WHAT IT TAKES INVEST IN SIXT 2.2bn BRAND VALUE1 EMPLOYEES ∽8.900 GLOBAL MEGA BRAND SIXT established a strong brand with high brand awareness and brand value by using a bold marketing approach. USD PREMIUM MOBILITY PLATFORM SIXT has a scalable, variable & diversified business model wit
Slide 24: Q&A Session
Q&A SESSION INVESTOR PRESENTATION | SEPTEMBER 2025 24
Slide 25: Thank You!
THANK YOU! INVESTOR PRESENTATION | SEPTEMBER 2025 25
Slide 26: Contact
Sixt SE Investor Relations Zugspitzstrasse 1 82049 Pullach CONTACT +49 (0)89 74444 – 5104 investorrelations@sixt.com DR. FRANZ WEINBERGER MARK CHRISTIAN SCHNEIDER ALEXANDER ENGE DANIELA WURM Chief Financial Officer Head of Communications & Investor Director Investor Relations Executive Investor Rela