Kontron Ag · XETR:KTN
Kontron — Investor Day (September 2026)
99 slides from Kontron's investor day presentation, Sep 17, 2026
Slide 1: Capital Markets Day 2026
Capital Markets Day 2026 Kontron Group September 17, 2026 Vienna Kontron AG | www.kontron.com 1
Slide 2: Welcome & Introduction
Welcome & Introduction Hannes Niederhauser Clemens Billek CEO CFO Kontron AG | www.kontron.com 2
Slide 3: Agenda
Agenda Time Session Speaker 9:00-10:00 Registration and Welcome Coffee Welcome & Introduction Hannes Niederhauser (CEO) and Clemens Billek (CFO) Hannes Niederhauser (CEO), Clemens Billek (CFO), Philipp Schulz (CSO) and Martin Rausch Strategy 2030: Key Messages & Cost-Saving Initiative (CTO) 10:00-11
Slide 4: Strategy 2030: Key Messages & Cost-Saving Initiative
Strategy 2030 Key Messages & Cost-Saving Initiative Hannes Niederhauser Clemens Billek Philipp Schulz Martin Rausch CEO CFO CSO CTO Kontron AG | www.kontron.com 4
Slide 5: Kontron's History & Future
Kontron’s History & Future Hannes Niederhauser
Slide 6: 12 Years Ongoing Transformation
12 Years Ongoing Transformation Continuous shift to higher-margin business (in EUR m) 2014 2018 2022 2026e 2030e Focus IT Services Embedded IoT IoT/Physical AI Physical AI/SLAs Revenues 385 991 1,096* 1,600 2,600 Gross margin (%) 32.9% 35.0% 34.2% 42.0% 48.0% Revenues IT 307 467 396 divested 0 0 Rev
Slide 7: Trend per Division
Trend per Division H1/2026 (in EUR m) Revenue@EBITDA The Future Industrial 209m @ 8% Back to growth 2027 > 500m Communication 86m @ 3% Stable ODM 87m @ 0 Strong growth 2027-backlog in, focus EE, unique One-stop-shop: R&D, SW, cooperation with Foxconn GreenTec 45m @ 7m loss Major restructuring Americ
Slide 8: Cost Saving Program Completed in Q3
Cost Saving Program Completed in Q3 Reduce EUR 30m in cost Target (FTE) 09/25 12/25 03/26 06/26 Trend › Achieve annual savings of > EUR 30m › Reduction of > 500 FTE (mainly GreenTec) Defense 354 359 360 381 up › complete Q3/2026; Back to profits in Q4 Transport 868 859 857 877 up Measures Software 7
Slide 9: Cost Saving Program 2026
Cost Saving Program 2026 Overview Achieved R&D Cost Still Open › 375 FTE reduced › Reduce R&D cost from 12% to › Divest and leave buildings (6,696 → 6,397) + 76 10% of revenues (Memmingen, Halle, …) leaving › Move site Mauerstetten to › Unique hourly rate of 43 EUR › No more major layoffs (current 4
Slide 10: Update on Ennoconn
Update on Ennoconn Ennoconn completed a tender offer for Kontron in August Why did Ennoconn go for a tender offer? › In 2017, Ennoconn bought a 28% stake; now (10 yrs. later), › Increase cooperation with Ennoconn/Foxconn the stake has increased to 48% › 4 pillars identified to raise USD > 80m in syn
Slide 11: Important Partnerships
Important Partnerships Overview Foxconn: Intel: Mediatek: Nvidia: › Lead investor in › Biggest technology › Financially connected › Major investor in Ennoconn and supplier to Kontron to Foxconn and Mediatek Kontron Ennoconn, › Tight cooperation in › Global #1 in ARM › AT technology for › Top 20 comp
Slide 12: Cooperation & Synergies Ennoconn
Cooperation & Synergies Ennoconn Revenue Add profit Add profit Add profit (in USD m) Topic Potential for both in 1 year in 2 years Technology Install KontronOS on Ennoconn products (add unique CRA security features) $ 300m or 100k Blue chip customers – NCR evaluates KontronOS/CRA family pcs $ 6.4m -
Slide 13: Our Game-Changer Technologies
Our Game-Changer Technologies From IoT Platform to Edge AI processing & physical AI and AI Grid Transportation Software Defense & Physical AI 5G NADs EUR >500m 80m field devices EUR >400m EUR >300m SaaS model >500m EUR FY 500 500 300 2025 x2 400 x5 x3 x3 vs. 260 100 150 100 FC 2030 FY 2025 FC 2030 F
Slide 14: Financial Strategy
Financial Strategy Clemens Billek
Slide 15: Cash Recovery Program
Cash Recovery Program H2/2026 Measures: #1 EUR 50m: Reduce inventory (delinquent backlog) to Dec 2025 level to approximately EUR 318m Outcome: #2 Target Payment terms optimized accross Kontron Group and reallocation Operational cash flow of of GreenTec resources → EUR 40m have been identified EUR >1
Slide 16: Mid Term Forecast Revisited
Mid Term Forecast Revisited Continuous Strong Organic Growth in Profitability Expected (in EUR m) Guidance 2026 Growth p.a. Outlook 2030 Revenue 1,600 ~13% 2,600 Software + Solutions 550 ~16% >1,000 M&A 5% of revenue base 300 Smart IoT 1,050 ~6% 1,300 EBITDA 225* ~17% 420 Software + Solutions ~19% -
Slide 17: New Core Dividend Policy
New Core Dividend Policy Ennoconn asks for Dividends rather then Share Buybacks Progressive Growth: Funding Source: Cash Conversion Rate: › Kontron aims to increase the › Dividend payouts are funded from › Kontron measures its cash-generation dividend per share in the coming Free Cash Flow capabilit
Slide 18: Sales Strategy
Sales Strategy Philipp Schulz
Slide 19: Sales Strategy
Sales Strategy New Organizational Setup › CSO as dedicated Function in the Board Current Focus Areas: Unleash the › Regional Setup & Coordination (Asia/Europe/Americas) Defense & Aerospace Power of Kontron › VPs for Cyber Solutions & Electronics² › Very strong bidding and DW activity (DW of 230M€ in
Slide 20: Segment Structure 2026
Segment Structure 2026 New setup: 8 Divisions in 2 Segments Industrial Telecom North America Asia Cyber Solutions Transportation FC 2030 ODM Aerospace & Rev 2,600m Defense EBITDA 420m Kontron AG | www.kontron.com 20
Slide 21: Technology Strategy
Technology Strategy Martin Rausch
Slide 22: Kontron Technology Keeps the World Moving
Kontron Technology Keeps the World Moving From railways and factories to defense and connected vehicles, our technology keeps mission-critical systems secure, connected and operational. Transportation Software When these systems stop, FRMCS KontronOS / AIShield the consequences Secure connectivity k
Slide 23: Why Kontron Wins
Why Kontron Wins One-stop Partner Across the Complete Technology Stack Hardware Connectivity Software Services The Difference From individual Embedded 5G / FRMCS KontronOS & Engineering, components to complete computing & NAD cybersecurity integration & mission-critical solutions & modules lifecycle
Slide 24: The Integrated Technology Stack
The Integrated Technology Stack Integrated across the value chain - structurally differentiated and defensible. From project-driven one-time HW sales business to recurring SW-driven business with ideally std. SW Distributed and interconnected AI infrastructure that works as a unified intelligence pl
Slide 25: Platform Pillar I Transportation
Platform Pillar I Transportation Mission-Critical Infrastructure Richard Neussl EVP Transportation Michael Jeske EVP Transportation Kontron AG | www.kontron.com 25
Slide 26: Kontron Transportation Strategy
Kontron Transportation Strategy Leading global supplier of end-to-end communication solutions for mission-critical networks NEXT GENERATION OF BROADBAND SOLUTIONS CURRENT GENERATION OF FRMCS - Capturing a multi-billion-euro market opportunity by BROADBAND SOLUTION leading the industry's transition t
Slide 27: Kontron's Solution Portfolio
Kontron´s Solution Portfolio Kontron uniquely Best Positioned to Capture the FRMCS Opportunity combines innovation, standardization and CORE PRODUCTS RAILWAY SPECIFIC 5G DESIGN operational railway Mission-critical 5G RAN White Railway- services together with space compliant expertise to deliver inno
Slide 28: The Railway Market
The Railway Market A multi-billion-euro market opportunity By 2035, FRMCS is expected to be the primary railway communication standard across Europe, replacing GSM-R on approximately 150.000 installed GSM-R track kilometers across Europe. Kontron is well positioned to benefit from this transition DE
Slide 29: FRMCS Estimated Market Totals to EUR 5.5bn
FRMCS Estimated Market Totals to EUR 5.5bn Estimated global market structure 2027–2041 Annual global market structure 100% 75% 50% 25% 0% 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 Europe Asia Other GLOBAL FRMCS MARKET €5.5bn Estimated global cumulative revenue · 2027
Slide 30: Kontron Leads the GSM-R Installed Base
Kontron Leads the GSM-R Installed Base Installed base and core-network position EUROPE GSM-R equipped track by vendor (km) 74,606 km ≈48% Kontron installed track market share KONTRON 92,385 WORLDWIDE 92,385 km ≈36% Nokia 86,702 installed track — largest of market share listed vendors Huawei 60,474 2
Slide 31: Backlog and Opportunities
Backlog and Opportunities Transportation Division: Dec 2024, Dec 2025 and Jun 2026 in EUR m Backlog and Opportunities 2000 1,514.5 1,508.9 1500 1000 864.8 680.4 624.4 500 435.6 0 Dec 2024 Dec 2025 Jun 2026 Backlog Opportunities Backlog +56.2% since Dec 2024 Opportunities +74.5% since Dec 2024 Contin
Slide 32: Kontron Revenue Mirrors the Market Shift to FRMCS
Kontron Revenue Mirrors the Market Shift to FRMCS Relative revenue mix by product cluster | 2026–2033 TECHNOLOGY TRANSITION Relative revenue mix by product FRMCS succeeds GSM-R as rail moves to 5G The market is shifting FRMCS and GSM-R will coexist during migration as GSM-R approaches obsolescence a
Slide 33: Reference Examples
Reference Examples LONG TERM SUPPORT FRMCS TRIALS AUSTRIAN FEDERAL RAILWAYS DEUTSCHE BAHN / SNCF VOYAGEURS Provide tailored maintenance solutions Validation of key FRMCS technologies, GSM-R/5G coexistence through White Space and resilient hybrid connectivity using multipath across private FRMCS and
Slide 34: Platform Pillar I Transportation Q&A
Platform Pillar I Transportation Q&A Kontron AG | www.kontron.com 34
Slide 35: Platform Pillar II Software
Platform Pillar II Software KontronOS KontronAIShield Bernhard Günthner Michael Jacob EVP Cyber Solutions VP Cyber Solutions Kontron AG | www.kontron.com 35
Slide 36: The Global IoT Market: Size & Growth Trajectory
The Global IoT Market: Size & Growth Trajectory Total addressable market and installed base, 2024–2034 GLOBAL IoT MARKET — TAM (USD BILLION) CONNECTED IoT DEVICES (BILLIONS) 5,552 39 21 19 1,055 864 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2024 2025 2026 2027 2028 2029 2030 23.1% CAGR (2026
Slide 37: Overall Targeting
OVERALL TARGETTING Core Value of Kontron Solution offering › “We provide a CRA-ready, secure IoT ecosystem that reduces risk, cost, complexity and time-to-market.” Business goals 2030 › 500 million of Kontron revenues is Software and related services (incl. Hardware) › Profitability is beyond 15% (E
Slide 38: Legal framework today (and tomorrow)
Legal framework today (and tomorrow) Important Frameworks 2024 2025 2026 2027 Buy Only EU-Regulations secure Operators products Retrofit and secure install base NIS-2 (Directive) Buy only CRA ready Prepare for CRA components CRA (09/26 // 12/27) and all other (Regulation) regulations Product compani
Slide 39: Yesterday Today Tomorrow
The next Level: Platform Thinking Yesterday Proven hardware: Kontron KBox Today CRA-compliant software: KontronGrid & KontronOS Tomorrow A certified IoT Bundle: Hardware. Software. Compliance. One Solution. Kontron AG | www.kontron.com 39
Slide 40: Kontron IoT Bundles
Kontron IoT Bundles ManagedEdge IoT Bundle: Comprehensive IoT device management, secure operating system and proven hardware under one roof Comprehensive IoT device management as a central control element for the seamless management of the global IoT infrastructure › Ready-to-Use › Scale quickly › L
Slide 41: Secure. Connected. CRA-Ready.
Secure. Connected. CRA-Ready. “Windows for industry” › One industrial OS for all machines and devices Security by design › Meeting cybersecurity requirements through entire lifecycle Future-proof › CRA-ready for new features, standards, and security requirements Kontron AG | www.kontron.com 41
Slide 42: Kontron AIShield
Kontron AIShield Physical Edge AI Protection Against Cyber Threats – in Coop with › Network-connected devices are increasingly vulnerable to malicious traffic and cybersecurity Public Network threats malicious traffic › KontronAIShield is an innovative edge-AI protection solution designed for the in
Slide 43: Standardized Customer Journey
Standardized Customer Journey Stage 01 Stage 02 Stage 03 Identify: Assess: Solve: IoT Core Products Consulting Product CRA Gap Supply Chain Managed Kontron Certification Management Pitch Call Workshop KontronOS Consulting IoT Bundle ToolSuite Secure Development Security Testing Process CRA IoT Bundl
Slide 44: Success Story: TeamViewer Agentless Access powered by KontronOS
Success Story: TeamViewer Agentless Access powered by KontronOS HMIs & ControlPanels › Based on the proven Kontron IoT Bundle (Legacy) IT Systems › Only 3 months from concept to market launch SCADA Systems › Rapid integration of the TeamViewer application VNC SMB* › Fast and scalable customer rollou
Slide 45: Summary
Summary › Solution approach › Cluster the existing › Market needs the › Extension of CRA market proven customer base ready to go bundle related marketing right now => CRA › Further Roll Out of › Product readiness › We can scale with standardized and bundle readiness › Further investments strategic p
Slide 46: Platform Pillar II Software Q&A
Platform Pillar II Software Q&A Kontron AG | www.kontron.com 46
Slide 47: Coffee Break
Coffee Break 10 Minutes Kontron AG | www.kontron.com 47
Slide 48: Platform Pillar III Defense & Physical AI
Platform Pillar III Defense & Physical AI Philipp Schulz John Healy CSO VP, Client Computing Group, Industrial and Robotics Intel Corp Kontron AG | www.kontron.com 48
Slide 49: Defense
Defense Philipp Schulz, CSO September 2026
Slide 50: The New Defense Market
The New Defense Market Rapid Change › Procurement changed from years to weeks › Growing Neo Primes emerging in UAV, cyber, AI & sensor-fusion › Tech-driven platforms requiring compute integration › High demand for COTS › Speed › Secure Supply Chains EU Defense Procurement › Lower entry barriers for
Slide 51: Total Addressable Market (TAM)
Total Addressable Market (TAM) Embedded Systems Defense – North America & Europe Country / Region Kontron’s Main Target Customers U.S.A. Canada U.K. Germany North America Europe €691M €470M France TOTAL TAM TOTAL TAM Italy +8.6% Spain €1.9B €3.1B Global TAM 2026 Global TAM 2034 Nordics (Sweden, Norw
Slide 52: Frictionless Global Scalability
Frictionless Global Scalability …with local production capability › COTS-based architecture facilitates local sourcing, reducing supply-chain and export-control dependencies › Board manufacturer to integrated box build supplier › Founding member of standards such as SOSA › Sovereignty → Increased de
Slide 53: Positioned to win in high-growth Defense applications
Positioned to win in high-growth Defense applications Backed by a common set of mission-critical capabilities Autonomous Command & Counter-UxS Sensor Fusion Systems Control 13.8 % 26.5% 7.3% 7% CAGR 2026-2035 CAGR 2026-2031 CAGR 2026-2030 CAGR 2025-2033 Common capabilities across growth applications
Slide 54: Boosting our Defense Business
Boosting our Defense Business Grow to 400M€ by 2030 Maintaining high profitability Combine building blocks Standards participation – maintain stand alone and leadership products Roadmap products are Increase number of plug and play building standard products - blocks avoid export restrictions Target
Slide 55: VNX+ Rugged AI Defense Computer
VNX+ Rugged AI Defense Computer A compact, scalable rugged computing platform for drones and robotic systems, delivering AI at the edge Based configuration • VNX+ rugged enclosure VNX+ PSU module • VNX+ CPU board based on Panther Lake or Nova Lake AI and Real-time focus • Deterministic computing
Slide 56: Notices and Disclaimer
Notices and "Designed for All Day Battery Life" refers to laptops powered by Intel® Core Series 3 processors with minimum battery size and power efficient designs that leverage Intel's latest architecture, advanced Disclaimer compute technology and power optimizations that combine to deliver extende
Slide 57: Accelerating Innovation at the Edge
Accelerating Innovation at the Edge › John Healy › VP Client Computing & Physical AI Group, GM Industrial & Robotics Division › Intel Corporation @2026 Intel Corporation 57
Slide 58: Edge Transformations
Edge Transformations Agentic & Physical AI Computer Vision Internet Fixed Function Embedded of Things Modernized Edge Infrastructure Designs with Software Defined Solutions 40+ Year Journey @2026 Intel Corporation 58
Slide 59: Intel x Kontron: Edge AI in Action
Intel x Kontron: Edge AI in Action Optimized edge platforms that turn AI and automation into measurable operational value. Complete Solution for Advanced AI-based Digital Transformation Vehicle Assembly Visual Inspection in Healthcare Process data processing and visualization in fully Improving qual
Slide 60: Innovate with an Open Ecosystem
Innovate with an Open Ecosystem Open hardware. Optimized Software. Ecosystem choice. Build on validated foundations. Differentiate above the stack. @2026 Intel Corporation 60
Slide 61: Intel's Edge Portfolio
CPU AI Processor-based AI acceleration Integrated AI Acceleration GPU AI Integrated GPU AI acceleration Intel's Edge Portfolio Highlights NPU AI Integrated NPU, Intel AI Boost Choice and Flexibility for Edge Solutions Scalable Performance CPU AI CPU AI Scalable AI, Graphics, and Media GPU AI NPU AI
Slide 62: Intel and Kontron Roadmap for integrated and accelerated AI
Intel and Kontron Roadmap for integrated and accelerated AI 2025 2026 2027 K4031-H|K4021-U Intel® Core processor Series 3 Intel® Core Ultra processor Series 3 Next Generation Intel Processors Kontron’s SMARTCASE Codename Wildcat Lake Codename Panther Lake Codename Nova Lake ✓ Chip down & socketed ✓
Slide 63: KBox A-151-PTL-ROBO
Coming soon*: KBox A-151-PTL-ROBO Addressing High-Growth Markets in AI, robotics, automation and critical infrastructure › Extremely Powerful AI-Ready Edge Platform extending the proven KBox 151 series › Native AI & Robotics Interfaces for rapid deployment › Scalable AI Roadmap from premium (Core) t
Slide 64: Thank You
Thank You
Slide 65: Platform Pillar III Defense & Physical AI Q&A
Platform Pillar III Defense & Physical AI Q&A Kontron AG | www.kontron.com 65
Slide 66: Platform Pillar IV 5G NADs
Platform Pillar IV 5G NADs Christoph Caselitz EVP Automotive & Mobile Solutions Kontron AG | www.kontron.com 66
Slide 67: 5G Solutions for every Business
5G Solutions for every Business Require different cellular modems Rel. 15/16/17 eMBB Smart Phones Car Infotainment Gaming Computing Gateways VR/AR/XR Highest Throughput eMBB = enhanced Mobile BroadBand Logistics Smart Home Machinery Indus. Cam. Tracking Smart, Mid-Speed IoT Public Services Rel. 17 I
Slide 68: Designing 6G
Designing 6G Enabling scalable mobile connectivity for our AI-driven future Evolution of 6G will complete AI applications to scale new mobile mobile experiences across multiple platforms connectivity 6G will extend the coverage and capacity of existing Coverage and spectrum bands and unlock new uppe
Slide 69: Program Lifecycle
Program Lifecycle From 3GPP Release freeze Rel.20 to series revenue Rel.20 Completing 5G Advanced and bridging freeze to 6G Standard Rel.19 Chipset NAD freeze availability availability Rel.18 Chipset NAD Program freeze availability availability Lifecycle Rel.17 Chipset NAD Program freeze availabilit
Slide 70: Trusted 5G Mobile Solutions
Trusted 5G Mobile Solutions For Automotive & Industrial Transportations Connected Car • NB/NR-NTN • FRMCS • Infotainment • Trackside Trucks and Fleets • NB/NR-NTN Agriculture, • Fleet Management Heavy Machinery • NB/NR-NTN • Fleet Management Industry 4.0 Mobile • MPN IoT Mobile Edge • Robotics Devic
Slide 71: Kontron, the only real Western Player
Kontron, the only real Western Player HW and SW are completely out of Europe – unique position on the market Developed in Europe Manufactured in Germany 100% 130 R&D Headcount Employees 2 6 Research center SMT Lines 10 ~1 Mrd Chipset Components per platforms year 14 ~50 Product Families Product Fami
Slide 72: Portfolio Strategy
Portfolio Strategy Short Term / Mid Term / Long Term 3GPP Rel.16/17 3GPP Rel.17 3GPP Rel18/19 3GPP Rel20 5G RedCap Bridging 5G to 6G Cyber Resilience Act 5G NR MBB 5G 2026 2028 2030 2032 3GPP Rel.17 3GPP Rel.18 FRMCS FRMCS Morane 2 Commercial Roll Out AI usage Developed in Europe, Manufactured in Eu
Slide 73: Market Potential
Market Potential Short Term / Mid Term / Long Term Global 5G automotive module shipments could grow from approximately 14 million units in 2026 to nearly 100 AUTOMOTIVE million units annually by 2035 Cellular connectivity penetration rises from ~75–80% (2024–25) to ~90%+ by 2028 Global shipments are
Slide 74: Artificial Intelligence
Artificial Intelligence From connectivity to intelligence - From IoT to Physical AI AI in Factory AI in Development AI in Products Industrial AI in real operation Engineering at scale From connectivity to intelligence • AI-driven quality inspection and process • AI copilots across design, coding, te
Slide 75: Platform Pillar IV 5G NADs Q&A
Platform Pillar IV 5G NADs Q&A Kontron AG | www.kontron.com 75
Slide 76: Kontron & Ennoconn Driving Long-Term Growth Together
Kontron & Ennoconn Driving Long-Term Growth Together Steve Chu Nelson Tsay Joe Fijak Chairman and CEO President Global EVP/COO Ennoconn Ennoconn of Ennoconn Kontron AG | www.kontron.com 76
Slide 77: One Team One Family
One Team One Family Strengthening partnership between Ennoconn and Kontron September 2026 77 / 33 77
Slide 78: Agenda
Agenda 01 Deepening Collaboration & Earnings Upside 02 Joint Technology Platforms Driving Higher Margins 03 Global Edge & Physical AI Business Expansions 04 Q&A 78
Slide 79: Deepening collaboration with increased stake
01 Deepening collaboration with increased stake 79
Slide 80: Tender Offer Completed; Integration Continues
Tender Offer Completed; Integration Continues ◼ Ennoconn’s tender offer on Kontron shares has been completed on August 20, and Ennoconn now holds around 48% of Kontron stake. ◼ As such, Ennoconn is increasingly committed to support Kontron’s long-term development to share resources and expand market
Slide 81: Ennoconn Background
Ennoconn Background Mar, 2007 Sep, 2020 Jan, 2021 Global SCM & DMS ARM Based APU / SOC Global SaaS / PaaS ( HaaS : OEM / ODM / OBM ) IoT Devices ESaaS 81
Slide 82: Ennoconn Operating Performance
Ennoconn Operating Performance • 2013(USD 100M) ~ 2025(USD 4.6B), 45 times growth in terms of Revenue Annual revenue CAGR (2013 ~ 25)：38% • 2025 Unit : 100 Million NTD • Annual net profit CAGR (2013 ~ 25) : 20% 1500 USD 4.6 B 1463.8 1422.9 1400 Revenue 1300 1,216.4 1200 1,082.3 1100 1000 900 840.9 8
Slide 83: Ennoconn's Strategy for Kontron
Ennoconn’s Strategy for Kontron ➢ Supply Chain Scale ➢ Smart Manufacturing ➢ AI Factory ➢ Google AI Edge ➢ Genio HW SoCs ➢ Google Edge TPU/NPU ➢ NeuroPilot SDK ➢ TensorFlow Lite SCM & MFG Upscaling ➢ DGX/RTX Spark Google Cloud & Edge AI Integration AI Chips & SoC Co-design Value Creation for Kontron
Slide 84: Five Pillars Driving €80M in Structural Synergies - 1
Five Pillars Driving €80M in Structural Synergies - 1 Deepen integration through five strategic and product areas Integration on five different aspects 1 2 3 R&D Product & Global Supply Organization Solution Chain Integrating R&D, sales, Expedite hardware/software Optimize supply chain to lower and
Slide 85: Five Pillars Driving €80M in Structural Synergies - 2
Five Pillars Driving €80M in Structural Synergies - 2 Deepen integration through five strategic and product areas Focus on five product fields to expand both-ways EUROPE ASIA AMERICA Cost Efficiency & Restructuring Market & Product Expansion 85
Slide 86: Joint Technology Platforms Driving Higher Margins
02 Joint Technology Platforms Driving Higher Margins 86
Slide 87: Joint Technology Platforms Driving Higher Margins
Joint Technology Platforms Driving Higher Margins The Core Strategy — Three Dimensions of Collaboration 01 Technology Cooperation One Global Technology Platform 0. as) Engineering Talent oi J Management Integrate R&D, engineering, global IT and supply-chain resources across Ennoconn and Kontron. 02
Slide 88: NVIDIA $3.5bn investment in MediaTek
NVIDIA $3.5bn investment in MediaTek From Cloud AI Factory to Edge AI and Physical AI – Accelerating AI Everywhere Cloud AI Factory Edge AI Device AI Physical AI Train the next generation Bring AI closer More intelligent devices AI in the real world, of AI models to where data is created with powerf
Slide 89: EdgeOS Safety & Security
From Multi-Architecture Hardware and Secure Edge Platforms to Al Automation and Physical Al Applications How Ennoconn, Kontron, and strategic partners turn technology into deployable industrial intelligence Software: Rail / Smart Autonomous Defined Vehicles Mobility Industrial Systems Sensor iene "
Slide 90: Global Edge & Physical AI Business Expansions
03 Global Edge & Physical AI Business Expansions 90
Slide 91: Edge AI Is Entering a Decade of Hypergrowth
CAPITAL MARKET DAY INDUSTRIAL TECHNOLOGY. A SMARTER TOMORROW. Edge Al Is Entering a Decade of Hypergrowth Intelligence is shifting from centralized clouds to the physical edge — creating a structural growth opportunity for industrial computing and Physical Al. NORE RY INFRASTRUCTURE Global Edge Al M
Slide 92: Three Compute Platforms. One Industrial AI Strategy.
Three Compute Platforms. One Industrial Al Strategy. rota twain WORD Different strengths. A broader market reach. Greater impact. a High-Performance 1 Industrial H Scalable Ke, | NVIDIA. | Physical Al in te - Compute Foundation MediaTek Edge & Device Al Accelerating the next generation of real-world
Slide 93: North American Commercial Strategy
North American Commercial Strategy Scaling Edge AI & Physical AI Across High-Value Vertical Markets INDUSTRIAL AI SMART RETAIL & SEMICONDUCTOR FABS & 01 The Foxconn "Golden Triangle" 02 AUTONOMOUS OPERATIONS 03 INTELLIGENT INFRASTRUCTURE AUTOMATE INTELLIGENT PREDICT OPTIMIZE CONNECTED OPTIMIZE SCALE
Slide 94: Google Singapore video clip
Google Singapore video clip 94
Slide 95: Leading in Physical AI for smart global blueprint Q&A
04 Leading in Physical AI for smart global blueprint Q&A 4 95 / 33 95 95
Slide 96: Executive Q&A
Executive Q&A Kontron AG | www.kontron.com 96
Slide 97: Closing Remarks
Closing Remarks Thank you for your interest and participation Kontron AG | www.kontron.com 97
Slide 98: Disclaimer
Disclaimer This document includes 'forward-looking statements'. Forward-looking statements are all statements, which do not describe facts of the past, but containing the words "believe", "estimate", "expect", "anticipate", "assume", "plan", "intend", "could", and words of similar meaning. These for
Slide 99: Thank you for your interest and participation!
Thank you for your interest and participation! Kontron AG | www.kontron.com 99