Asta Energy Solutions Ag · VIE:1AST
Asta Energy Solutions — Investor Presentation (August 2026)
23 slides from Asta Energy Solutions's investor presentation, August 2026
Slide 1: ASTA Company Presentation
ASTA WE POWER THE ENERGY TRANSITION GLOBALLY. SINCE 1814 ” * = COMPANY PRESENTATION i —
Slide 2: Disclaimer
This presentation (the “Presentation”), contains information regarding ASTA Energy Solutions AG (the “Company”) and each of its subsidiaries and affiliates (jointly referred to as the “Group”). Any copyrights which may derive from this Presentation shall remain with the Company. This Presentation ha
Slide 3: Management and Supervisory Board
Chairman of the Supervisory Board New member(s) to be appointed Chief Executive Officer Chief Financial Officer 35+ years of industry experience 25+ years of industry experience Experienced entrepreneur & manager Finance professional with with a track record of growth programs expertise in scaling c
Slide 4: A world without ASTA would be pretty dark
AWORLDWITHOUTASTA = i WOULD BE PRETTY DARK
Slide 5: Our mission: we power the energy transition globally
OUR MISSION: WE POWER THE ENERGY TRANSITION GLOBALLY POWERING DATA CENTERS POWERING INDUSTRIES POWERING HOUSEHOLDS RECYCLING COPPER & PRODUCING COPPER CORES »> £9 >210 YEARS ®q A GLOBAL TECHNOLOGICAL LEADER BA 40+ PATENTS <4 5 ENABLING POWER TRANSMISSION & GENERATION POWERING E-MOBIEITY
Slide 6: CTC at the core of ASTA's product portfolio
Continuously Transposed Conductor (CTC) at the core of ASTA’s product portfolio 1 2 Power Generators 3 Locomotive 4 High- and Medium-Voltage Power Transformers Electric vehicles Note(s): Application pictures are illustrative only 6
Slide 7: 7
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Slide 8: Copper components are mission-critical to expand electricity transmission & generation
Copper components are mission-critical to expand electricity transmission & generation 8
Slide 9: Global factory footprint
Cerquilho, Brazil Oed + Vienna, Austria (Group Office) Baoying, China ~390 FTEs ~370 FTEs (incl. Group Office) ~170 FTEs Três Corações, Brazil Cazin, Bosnia and Herzegovina(1) Vadodara, India ~320 FTEs ~75 FTEs ~120 FTEs Note(s): (1) Ramp-up started in Q4 2023 and factory is planned to be fully ramp
Slide 10: Global energy demand by 2050E in a Net Zero scenario
Global energy demand by 2050E in a Net Zero scenario by energy source (1) → → Electricity → Heat Hydrogen Solids Liquids Gases → 2010 2020 2030 2040 2050 Source(s): (1) International Institute for Applied Systems Analysis, NGFS 10
Slide 11: Firm order backlog ASTA Europe
| Firm Order backlog(1) of prices in last 2 years(1) Supply Demand Firm Order backlog ASTA Europe Transition to a greener and more Including long- decentralized energy ecosystem term agreements: The growth of energy grids increases the need for infrastructure that supports generation and transmissio
Slide 12: Addressable market sizes
Source(s): (1) ASTA calculation based on figures stated in Stratistics MRC – Report Power Transformer Market 2025; (2) ASTA calculation based on figures stated in MarketsandMarkets – Generator Market Report Nov 2024; (3) ASTA calculation based on 12 figures stated in Market Research Future Oct 2025
Slide 13: Commodity segment vs premium segment
Commodity segment Premium segment ✓ Volume business Niche & custom-made product business ✓ Transmission lines (land/submarine) Large power transformers ✓ Lower manufacturing complexity Higher manufacturing complexity ✓ Lower barriers to entry Higher barriers to entry ✓ ...and many others Note(s): Th
Slide 14: Vertical integration with high recycling capabilities core USP
Vertical integration with high recycling capabilities and a circular approach are the core USP of ASTA • Copper scrap is mechanically • Copper rod (purchased or • After optional annealing, • Enameled single flat wires are • Offering sophisticated processed to form briquettes self-produced) is drawn
Slide 15: Linear vs circular business model
Linear business model Circular business model (take-make-dispose) internal Note(s): (1) Today, ~40% of the copper raw material (rod) used in production by ASTA is from recycled copper; (2) Management has the ambition to increase the use of recycled copper in production to ~70% by 2030 15
Slide 16: Increasing capacities and use of proceeds
✓ Increasing capacities in all regions ✓ Make full use of and extend the ✓ Proceeds will be used to strengthen ✓ Following a period of elevated to serve strongly increased demand existing recycling and casting ASTA’s capital structure capital expenditure, primarily levels of OEM customers platform i
Slide 17: Asset-light model, robust cash flows, raw material pass-through
100% ~80% Asset-light model Robust cash flows Single digit euro Trade working EBITDA million maintenance capital(2) below CAPEX 10% of net sales Net sales Raw materials c.50% average cash Structurally-low D&A conversion(3) over 2022-2024 Pass-through of raw material costs Reduced exposure to raw mat
Slide 18: Attractive financial performance, strong net sales and EBITDA growth
Attractive financial performance, marked by strong net sales and overproportionate EBITDA growth Note(s): (1) Net-value sales are calculated based on net sales minus cost of materials (which are passed through directly to the customer), supplies and services (2) 2025 EBITDA has been adjusted to excl
Slide 19: Capacity expansion and long-term agreements
Capacity: Capacity: Capacity: Note(s): LTA = long-term agreement 19
Slide 20: FY 2026: Adjusted EBITDA guidance raised
FY 2026: ADJUSTED EBITDA GUIDANCE RAISED ASTA TOP-LINE OUTLOOK RECONFIRMED NET SALES NET-VALUE SALES ADJUSTED EBITDA (ADJUSTED FOR NON-RECURRING IPO PREPARATION COSTS) 24 APRIL 2026 18 AUGUST 2026 >EUR 790 MILLION RECONFIRMED VW (COPPER PRICE ASSUMPTION BASED ON USD 11,500/METRIC TON) >EUR 170 MILLI
Slide 21: Robust performance and sustained momentum since 2023
The Group has maintained robust performance and sustained momentum since 2023 Highly-visible volume Market growth, Attractive cash-flows, growth, with high barriers Undersupply, green copper operating leverage to asset-light model to to entry to support pricing increase margins boost return metrics
Slide 22: Trusted and experienced leadership team
Strongly growing markets: Global key supplier: Supply chain security: Technology leader: Track record of growth: 2022-2025 CAGR Significant demand from Expanding firm order Building circular business Producing the most OEM customers in the backlog leads to model with our customers demanding winding
Slide 23: ASTA
ASTA WE POWER THE ENERGY TRANSITION GLOBALEY SINCE 1814 . eo
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