Vaisala Oyj Class A · OMXHEX:VAIAS
Vaisala Oyj Class A — Investor Presentation (July 2026)
32 slides from Vaisala Oyj Class A's investor presentation, July 2026
Slide 1: Technology leader with a purpose
Technology leader with a purpose Vaisala investor presentation July 2026
Slide 2: Vaisala in brief: Global leader in measurement instruments and intelligence for climate action
Vaisala in brief: Global leader in measurement instruments and intelligence for climate action BUSINESS AREAS Net sales EBITA Close to Industrial Measurements Measurement instruments and solutions that help 596.9 15.8% 2,500 customers across various industries optimize processes, MEUR of net sales g
Slide 3: We operate around the world and measure on 2 planets
We operate around the world and measure on 2 planets 26 18 offices countries 400+ partners worldwide
Slide 4: We are a global technology leader well-positioned for future growth
We are a global technology leader well-positioned for future growth An industrial A leading player in Resilience in a Strong track technology leader growing markets changing business record of growth with a purpose with the ability environment and delivering further accelerate profits growth Vaisala
Slide 5: We have a solid track record of strategy execution and growth
We have a solid track MEUR 600.0 596.9 % 18.0 record of strategy 16.0 execution and growth 500.0 15.8% 14.0 400.0 12.0 318.5 9.9% 10.0 300.0 8.0 • Strong growth in Industrial Measurements 200.0 6.0 • Transformation of Weather, Energy and 4.0 Environment business 100.0 • Establishing and expanding Xw
Slide 6: Attractive shareholder returns
Attractive shareholder MEUR 2,250 returns 2,000 TSR 370% 1,750 1,500 1,250 1,000 750 • Total shareholder return 2015–2025 has 500 been 370%, ~15% p.a., while OMXHGI index return has been 157% 250 • Cumulative dividend payout 2015–2025 0 EUR 262.6 million 14 15 16 17 18 19 20 21 22 23 24 25 • Share p
Slide 7: Instruments and intelligence for climate action
STRATEGY Instruments and intelligence for climate action MEGATRENDS PURPOSE SUCCESS DRIVERS STRATEGIC PRIORITIES Customer understanding and commercial excellence Energy transition & Grow in industrials Grow share of decarbonization with breakthrough services and technologies software revenue Taking
Slide 8: We continue investments in growth and improving shareholder returns
We continue investments in growth and improving shareholder returns R&D investments to secure technology Stable dividend Programmatic M&A to and market leadership increasing in line with support the growth net profit development R&D investments 2025: 5 acquisitions during 11% of net sales the past 4
Slide 9: Keys to profitable growth with strong cash flow
Keys to profitable growth with strong cash flow Long-term financial targets: • Over half of the business in growing markets Average sales growth 7% • Expand to new markets and customer segments • Growth with breakthrough technologies • Change in business mix Improving EBITA % • Scaling from growth •
Slide 10: We advance sustainability across our value chain
We advance sustainability across our value chain • We respect human rights, and foster diversity, We have set near-term science-based targets to equity, and inclusion, ensuring that our people reduce our GHG emissions: work within a safe, caring, fair, and accessible • Scope 1 and 2: Reduce absolute
Slide 11: We have a balanced portfolio of complementary businesses creating resilience
We have a balanced portfolio of complementary businesses creating resilience Industrial Measurements Xweather Weather, Energy, and Environment We grow with focus on key We expand subscription business by We maintain leadership in industries, deepening customer building on recent acquisitions and met
Slide 12: Industrial Measurements
Industrial Measurements The Industrial Measurements business area provides advanced measurement instruments and solutions that help customers across various industries optimize processes, reduce energy consumption, and improve quality and efficiency. The business area has a strong position in humidi
Slide 13: Industrial Measurements core markets
Industrial Measurements core markets Industrial markets Life science markets Power markets 1,300 MEUR 300 MEUR 250 MEUR CAGR 5 - 10% p.a. Drivers: Drivers: Drivers: • Digitalization of industrial manufacturing • Aging population • Electrification • Data & AI driven data center investments • Regulati
Slide 14: Largest market segments in Industrial Measurements
Largest market segments in Industrial Measurements Life science ~30% Data centers ~10% Power ~10% of the business area’s net sales of the business area’s net sales of the business area’s net sales Other key markets: semiconductors and battery manufacturing + a wide range of other industries Vaisala
Slide 15: Xweather
Xweather The Xweather business area provides advanced data and solutions as a service that enable businesses to optimize operations and manage weather-related risks. By combining local sensor data with AI-driven forecasts, Xweather delivers precise and actionable weather insights to improve safety a
Slide 16: Growing recurring revenue through data and solutions as a service
THIS IS VAISALA XWEATHER Growing recurring revenue through data and solutions as a service 50% +60% Double digit >100% DaaS North America growth in 2022, 2023, 2024 and 2025 Net revenue retention 2022 FY subscription net sales 28.4M€ 50% +30% 2023 FY subscription net sales 32.5M€ SaaS 2024 FY subscr
Slide 17: Opportunity to grow in 2bn market
XWEATHER MARKETS Opportunity to grow in 2bn market TRANSPORTATION & ENERGY & FINANCE LOGISTICS UTILITIES & INSURANCE SEVERE WEATHER MONITORING API AND HISTORICAL WEATHER DATA + 2000 SUBSCRIPTION CUSTOMERS Vaisala investor presentation xweather.com 17
Slide 18: Weather, Energy, and Environment
Weather, Energy, and Environment The Weather, Energy, and Environment business area is a global weather instrumentation leader, providing critical weather and climate observations through advanced instruments and systems. The business area enables customers – ranging from meteorological institutes a
Slide 19: Weather, Energy, and Environment markets
Weather, Energy, and Environment markets Meteorology, aviation, defense & roads Renewable energy Mature and stable 700 MEUR market with 150 MEUR addressable market currently natural fluctuation in project business facing headwinds • Climate change and severe weather • Core wind resource assessment c
Slide 20: R&D: We build upon our strong technology leadership position
R&D: We build upon our strong technology leadership position • Science-based innovation and technology leadership are key elements of our success. • Our technologies are engineered to work reliably in any condition, from the Arctic to Mars and from factories to galleries. • Continuous R&D investment
Slide 21: Pioneering in product innovation and technology leadership – examples of recent launches
Pioneering in product innovation and technology leadership – examples of recent launches Origo Dew Point Transmitter DMT153 Xweather hail forecasts PRECICAP® Radar Precipitation Sensor RM60 A modular platform and For ultra-dry processes, such Advanced hail forecast alerts, World’s first truly transm
Slide 22: Q2 Strong growth in orders received
Strong growth in orders received driven by record- high demand in Industrial Q2 Measurements Half Year Financial Report January–June 2026 Kai Öistämö, President & CEO Heli Lindfors, CFO
Slide 23: Vaisala's Q2/2026: Strong growth in orders received driven by record-high demand in Industrial Measurements
Vaisala’s Q2/2026: Strong growth in orders received driven by record-high demand in Industrial Measurements Net sales Order book Q2/2026 151.4 198.9 • Vaisala continued to perform well in the second quarter (145.0) MEUR +4% (Dec 31, 2025: 185.8) • Record-high quarter for Industrial MEUR +7% Measurem
Slide 24: Vaisala's Q2/2026: Strong growth in order intake
Vaisala’s Q2/2026: Strong growth in order intake • Orders received increased 11% Y/Y MEUR % 180 20 • Order book EUR 198.9 million, 7% above the level at the end of 2025 160 151.4 18 145.0 • Order book for 2026 EUR 131.6 million 140 137.4 16 124.1 14.6% • ARR EUR 58.0 million, 7% above the level in 1
Slide 25: Industrial Measurements Q2/2026: a record-high quarter
Industrial Measurements Q2/2026: a record-high quarter MEUR % • Orders received increased by 26% Y/Y (28% in constant currencies) 90 • Growth in all market segments and regions, particularly 79.3 68 80 in Americas, further boosted by large orders from data 64.4% center and power customers 62.8% 68.2
Slide 26: Xweather Q2/2026: double-digit growth continued
Xweather Q2/2026: double-digit growth continued MEUR % • Annual recurring revenue EUR 58.0 million, 20 85 7% above the level in Q2/2025 18 80.0% 80 • Net sales increased by 13% Y/Y 16 76.5% 15.1 (15% in constant currencies) 14 13.3 75 12 • Growth driven by the insurance industry, 70 transportation a
Slide 27: Weather, Energy, and Environment Q2/2026: slow quarter in project orders, profitability improved
Weather, Energy, and Environment Q2/2026: slow quarter in project orders, profitability improved MEUR % • Orders received decreased by 5% Y/Y 100 54 • Slow quarter in project orders • Order book EUR 142.9 million, same level as at year- 80 end 2025 70.0 68.6 • Order book for 2026 EUR 87.3 million 58
Slide 28: Market and business outlook
Market and business outlook
Slide 29: Market outlook for 2026
Market outlook for 2026 Industrial Life science Growth Power Markets for Xweather subscription sales Meteorology Stable Aviation Renewable energy Vaisala investor presentation 29
Slide 30: Business outlook for 2026
Business outlook for 2026 Net sales Vaisala estimates that its full-year 2026 net sales will be in the range of EUR 600–630 million. Operating result Vaisala estimates that its full-year 2026 EBITA will be in the range of EUR 95–110 million. Business outlook excludes potential significant changes in
Slide 31: Investor relations
Investor relations Niina Ala-Luopa Päivi Mirfakhraei (meeting requests) Head of Investor Relations Executive assistant +358 400 728 957 09 8949 2008 niina.ala-luopa@vaisala.com paivi.mirfakhraei@vaisala.com ir@vaisala.com ir@vaisala.com More information: www.vaisala.com/investors Vaisala investor pr
Slide 32: VAISALA
VAISALA