Slide 1: Q3 FY 2025 Trading Update
Q3 FY 2025 Trading Update Peter Mainz | Chief Executive Officer Davinder Athwal | Chief Financial Officer January 28, 2026
Slide 2: Disclaimer
Disclaimer Forward-looking Information This presentation includes forward-looking information and statements, including statements concerning the outlook for Landis+Gyr Group AG and its affiliates, together referred to as Landis+Gyr Group, and hereinafter as “Landis+Gyr”. These statements are based
Slide 3: Highlights Q3 / 9 Months FY 2025
Highlights Q3 / 9 Months FY 2025 Order backlog USD 3,885m ▪ First time issuing quarterly trading update +26% vs Dec-24 ▪ Q3 net revenue up USD 78m (+39%) and adjusted gross profit up USD 31m (+48%) Net revenue Q3 / 9M USD 279m ▪ Resulting nine-months net revenue of USD 815m +39% vs Q3 FY24 (-3%) and
Slide 4: Executing on Strategic Initiatives
Executing on Strategic Initiatives Strategic Focus on Working Review of Americas Towards a EMEA Business US Listing ▪ Carve-out of EMEA ▪ Focused, high-quality, global ▪ Capital Markets Day business progressing as business centered on Grid scheduled for June 1 in planned Edge intelligence solutions
Slide 5: Order Intake / Backlog – Q3 / 9M FY 2025
Order Intake / Backlog – Q3 / 9M FY 2025 USD in millions Order Intake Backlog 1.0x Book-to-Bill 0.9x 3,885 851 155 (10)% +26% 762 3,087 Q3 215 167 73 3’730 H1 637 3’014 595 FY 2024 FY 2025 December 31, 2024 December 31, 2025 H1 Q3 Americas APAC ▪ Backlog of USD ~3.9 billion of which ~40% is software
Slide 6: Net Revenue and Adjusted Gross Margin
Net Revenue and Adjusted Gross Margin USD in millions 900.0 839.9 814.7 45.00% 800.0 Q3 200.5 ▪ Net revenue in Q3 up 39% y-o-y 700.0 278.7 40.00% ▪ Q3 performance driven by >50% 600.0 34.8% y-o-y uptick in Revelo shipments 500.0 35.00% 33.7% ▪ Stable adjusted gross profit margin 400.0 33.7% excludin
Slide 7: Reiterating Guidance for FY 2025
Reiterating Guidance for FY 2025 Net Revenue Net revenue growth of between 5% and 8% - compared to FY 2024 net revenue of USD 1,122.7 million - strong Q4 driven by robust business momentum Adjusted EBITDA Adjusted EBITDA margin between 13.0% and 14.5% of net revenue - includes USD 10-15 million of t
Slide 8: Q&A
Q&A Landis+Gyr
Slide 9: Dates & Contacts
Dates & Contacts Important Dates Contact May 7, 2026 Release of FY 2025 Results Christian Waelti Head Investor Relations & May 29, 2026 Publication of Annual Report 2025 Corporate Communications and Invitation to AGM 2026 Phone +41 41 935 6331 June 1, 2026 Capital Markets Day (New York) Christian.Wa