Mobimo Holding Ag · SIX:MOBN
Mobimo — Investor Day (May 2026)
18 slides from Mobimo's investor day presentation, May 8, 2026
Slide 1: “Acquisition” division deep dive
“Acquisition” division deep dive Vinzenz Manser, Head of Acquisition
Slide 2: Agenda items
Agenda items New “Acquisition” division Acquisition types Acquisitions: trading properties / third party development Acquisitions: investment portfolio Acquisition activities in Q1, 2026 Challenges Share deals generate added value Case study: strategic acquisition (EMWE Holding AG, 2025)
Slide 3: New “Acquisition” division
“Acquisition” division deep dive New “Acquisition” division Background › Acquisition as a separate business unit. › Direct leadership by a member of the Executive Board. Rationale › The highly competitive transaction market requires clear selection and quick decisions. › Increasing regulatory, legal
Slide 4: New “Acquisition” division
“Acquisition” division deep dive New “Acquisition” division CEO Daniel Ducrey CFO, CFO, Head of Acquisition Head of Development Head of Real Estate Chief Chief Sustainability Sustainability Office Officer Jörg Brunner Vinzenz Manser Marco Tondel Nadia Mastacchi Head of Acquisition Back Office Strate
Slide 5: Acquisition types
“Acquisition” division deep dive Acquisition types The asset deal The share deal (strategic acquisition) Property/properties Company with properties and/or (portfolio) project(s) and potentially project(s) › Acquisition of individual property/properties or project(s) › Acquisition of a company (shar
Slide 6: Acquisitions: trading properties / third party development
“Acquisition” division deep dive Acquisitions: trading properties / third party development Trading property: “Edenblick” Oberägeri Trading property Third party development Trading property Condos › Acquisition and development for sale as > Acquisition and development for sale to third condominiums
Slide 7: Acquisition of a trading property: e.g. “Edenblick” Oberägeri
“Acquisition” division deep dive Acquisition of a trading property: e.g. “Edenblick” Oberägeri Investment Process 2019 2020 2021 2022 2023 2024 2025 2026 Acquisition Sales EBT Transfer of ownership proceeds ~ 30% Preliminary project Investment EBT Construction project costs > 12% Contruction permit
Slide 8: Acquisition third party development: e.g. “Katzenbachstrasse” Zurich
“Acquisition” division deep dive Acquisition third party development: e.g. “Katzenbachstrasse” Zurich Investment Process Developer services 2008 2020 2021 2022 2023 Marketing Investment Financing construction phase Design competition Preliminary project Construction project Construction permit legal
Slide 9: Acquisitions: investment portfolio
“Acquisition” division deep dive Acquisitions: investment portfolio Investment portfolio: “Manegg” Zurich Investment portfolio Portfolio development Trading properties › Acquisition and development › Attractive returns for own portfolio › Acquisition of investment properties (asset › Residential and
Slide 10: Highly competitive transaction market
“Acquisition” division deep dive Highly competitive transaction market Mobimo remains selective… … and disciplined Asset deal opportunities in Q1, 2026 Share deal opportunities Q1, 2026 59 20% below NBO I portfolio (commercial/logistics) target price 10% below NBO II portfolio (residential) target p
Slide 11: Challenges
“Acquisition” division deep dive Challenges Strengths Weaknesses › Extensive experience: share deals, asset deals and asset swaps. › Competitors (especially pension funds) are very willing to pay owing to the › Proven high-level expertise (acquisition, development, PFM and finance/legal) current bas
Slide 12: Share deals generate added value
“Acquisition” division deep dive Share deals generate added value Ruf Immobilien AG Immobiliengesellschaft Dual Real Estate Zürich Badenerstrasse, Fadmatt AG Investment SA condominium project Canton of Zurich portfolio portfolio in Geneva Erni Real Estate AG Immobilien Invest AG Immobilien Invest AG
Slide 13: Case study: strategic acquisition (EMWE Holding AG, 2025)
“Acquisition” division deep dive Case study: strategic acquisition (EMWE Holding AG, 2025) Signing and closing of the transaction in August 2025 › Acquisition of EMWE Holding AG and subsidiary EMWE Immobilien AG (turn key contracts for 3 projects). › Acquisition of assets (primarily real estate) wit
Slide 14: EMWE Holding AG (2025) – transaction structure
“Acquisition” division deep dive EMWE Holding AG (2025) – transaction structure I. Determination of II. Conclusion of turnkey III. Determination of IV. Signing of SPA V. Closing with asset purchase price contract share purchase price conditions precedent Construction permit Tulpenstrasse legally bin
Slide 15: Transaction process
“Acquisition” division deep dive Transaction process 2025 Tulpenstrasse project approval process Legally valid Documentation construction projects, properties permit Tulpenstr. Mobimo Mobimo valuations NBO LOI JLL valuations exclusivity EMWE Asset DD Mobimo Mobimo Determinati data room committees on
Slide 16: EMWE Holding AG – Status May 2026
“Acquisition” division deep dive EMWE Holding AG – Status May 2026 Acquisition story › Following a bidding process, we were approached by the client directly. Even during the initial exploratory discussions, we developed a clear shared understanding of the relevant KPIs, which allowed us to quickly
Slide 17: Disclaimer
Disclaimer The financial data as well as the other information presented herein constitute selected information. The information in this presentation does not constitute an offer or invitation and may not be construed as a recommendation by us to purchase, hold or sell shares of Mobimo Holding AG. T
Slide 18: Mobimo Holding AG Rütligasse 1 CH-6000 Lucerne
Mobimo Holding AG Rütligasse 1 CH-6000 Lucerne info@mobimo.ch +41 41 249 49 80