Sfc Energy Ag · XETR:F3C
Sfc Energy — Q1 2026 Earnings Presentation
19 slides from Sfc Energy's earnings presentation, May 13, 2026
Slide 1: SFC Energy AG Investor Presentation Q1 2026
SFC Energy AG Investor Presentation Q1 2026 Dr. Peter Podesser, Daniel Saxena CEO, CFO Confidential | © SFC Energy 5/13/26 1
Slide 2: Disclaimer
Disclaimer THIS PRESENTATION IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION. IN PARTICULAR, THIS PRESENTATION MUST NOT BE PUBLISHED OR DISTRIBUTED IN THE UNITED STATES OF AMERICA (THE “UNITED STATES”), AUSTRALIA, CANADA, JAPAN OR ANY OTHER JURISDICTION WHERE SUCH DISTRIBUTION IS UNLAWFUL. ANY
Slide 3: Strategic clarity
Strategic clarity Reliable, sustainable hybrid energy systems to meet the rapidly growing global demand for resilient, decentralized energy supply. © SFC Energy | May 2026 3
Slide 4: Fast-growing addressable fuel cell market benefiting from structural growth drivers
Fast-growing addressable fuel cell market benefiting from structural growth drivers Addressable Market Today… …with Significant Growth Ahead… ...Driven by Structural Tailwinds Global fuel cell market in 2024 (MW) Annually serviceable fuel cell market (in mEUR)1 Need for resilient, decentralized ener
Slide 5: Comprehensive range of fuel cell platforms and proprietary membrane technology
Comprehensive range of fuel cell platforms and proprietary membrane technology Addressable power level by technology platform Fuel Cell stack and MEA 500 PEM Hydrogen Fuel Cells up to 200 kW 100 Modular Hydrogen Fuel Cell Solutions PEM Hydrogen Fuel Cells Energy solutions for decen- 1.7 kW – 50 kW t
Slide 6: Market access and business segments
Market access and business segments Strong Global Footprint Reporting Segments Location: Calgary, Canada Location: Swindon, UK Location: Almelo, Netherlands Location: Gurgaon, India Clean Energy Key operations: Key operations: Key operations: Key operations: • R&D • R&D – MEA • R&D • Production & As
Slide 7: The dynamic development in the Defense and Security sector reflects the changing geopolitical environment
The dynamic development in the Defense and Security sector reflects the changing geopolitical environment Off-grid power system for arctic outposts Satellite communication On-board power supply Portable power supply © SFC Energy | May 2026 7
Slide 8: SFC Energy AG wins largest order in company history
SFC Energy AG wins largest order in company history Delivery of combat-proven fuel cell systems to Ukraine Record order worth approximately EUR 42.7 million will be recognized in revenue and earnings in the 2026 financial year Delivery of “combat-proven” hybrid energy supply systems (fuel cells and
Slide 9: Clean Power Management – Power Supplies Defense Radar and Laser Systems
Clean Power Management – Power Supplies Defense Radar and Laser Systems Ultra-stable, low-noise power output Ruggedized, defense-grade reliability Naval and ground-based defense radar Standardized, modular, and scalable power platform Application: High power laser High lifetime availability and appl
Slide 10: Civil Security and Surveillance
Civil Security and Surveillance Surveillance towers for securing Flexible and reliable power supplies floodplains and wind turbines for mobile surveillance trailers Germany Video surveillance USA Singapore Power supply for automated monitoring stations Europe and UK Self-sufficient power supply for
Slide 11: 15%-acquisition in Oneberry Technologies
15%-acquisition in Oneberry Technologies Leader in AI-driven and automated “Security-as-a- Service” solutions Strong platform: The transaction strengthens SFC’s presence in public security, critical infrastructure, border protection, and drone defense markets. Expansion in Asia-Pacific: Singapore be
Slide 12: SFC's pillars for growth
SFC’s pillars for growth Market & regional expansion 1 Technology & IP development 2 M&A 3 Increase market penetration in Public Next Generation Defense fuel cells and Targeted acquisition of system Security, Defense, Industry, and Critical hybrid power systems integrators in growing markets to Infr
Slide 13: SFC's holistic approach to sustainability
SFC‘s holistic approach to sustainability 2nd audited Sustainability Report newly published Contributing to sustainable development is a core element of SFC’s overall strategy: Selected ESG key-topics Environment Social Governance Decarbonization Strategy People-first approach Regulations & Reportin
Slide 14: SFC's Sustainability Reporting FY2025 Key Metrics, Targets & Progress
SFC’s Sustainability Reporting FY2025 Key Metrics, Targets & Progress GHG Intensity Gender Diversity GHG Emissions Intensity: SFC continues to decouple value chain Scope 1-3 Emissions (% of women in different levels) emissions intensity from business growth, demonstrating progress (in kgCO2e/ € reve
Slide 15: Key financials Q1 2026
Key financials Q1 2026* I Revenue-wise subdued start to the year, nevertheless increasing profitability Sales Development Adjusted EBITDA & Margin Adjusted EBIT & Margin in mEUR in mEUR in mEUR 1 -11.7% -2.6% -6.7% 16.4% 18.0% 11.7% 12.3% 38.6 6.3 34.1 6.2 4.5 4.2 Q1 2025 Q1 2026 Q1 2025 Q1 2026 Q1
Slide 16: Cash flow Q1 2026
Cash flow Q1 2026* I Liquidity position remains solid Operating CF before change in Change in NWC Net cash position NWC in mEUR in mEUR in mEUR Cash and cash equivalents Liabilities to banks NWC in % of Sales (LTM) 27.6% 43.3 42.3 7.1 4.5 46.6 45.4 5.5 31.6% 0.8 (3.3) (3.0) Q1 2025 Q1 2026 Q1 2025 Q
Slide 17: Forecast 2026
Forecast 2026 I Raised due to largest single order in SFC’s history Sales Development Adjusted EBITDA Adjusted EBIT in mEUR in mEUR in mEUR (29.0 – 34.0)2 (20.5 – 25.5)3 (163.0 – 175.0)1 22.0 15.5 16.7 8.9 144.7 143.3 FY 2024 FY 2025 FY 2026E FY 2024 FY 2025 FY 2026E FY 2024 FY 2025 FY 2026E 1 previ
Slide 18: SFC share summary
SFC share summary Share price development & trading volume until 11 May 2026* Shareholder structure Analyst coverage SDAX inclusion on 27.12.2022 DWS ACATIS 2.70% 8.29% Conduit Ventures Ltd. 1.0 00.000 2.08% 30 € NATIXIS 25 € 800 .000 2.02% 20 € 600 .000 15 € HANSAINVEST Free float 400 .000 58.57% 2
Slide 19: Thank you for your attention.
Thank you for your attention. Dr. Peter Podesser SFC Energy AG CEO Eugen-Saenger-Ring 7 Daniel Saxena 85649 Brunnthal CFO Deutschland Susan Hoffmeister Investor Relations ir@sfc.com sfc.com © SFC Energy | May 2026