Pfisterer Holding Se · XETR:PFSE

Pfisterer — Investor Presentation (September 2025)

23 slides from Pfisterer's investor presentation, September 2025

  1. Slide 1: Investor Presentation

    Investor Presentation September 2025

  2. Slide 2: Management Board

    Introduction Management Board +20 years of industry experience +20 years of industry experience +2 years of tenure at PFISTERER +13 years of tenure at PFISTERER(1) Previously at: Previously at: Johannes Linden Dr. Konstantin Kurfiss Co-CEO (Management Board Member & Speaker of the Executive Board) C

  3. Slide 3: Be the preferred partner for innovative, reliable and mission-critical solutions

    “Be the preferred partner for innovative, reliable and mission- critical electrical connection and insulation solutions” PFISTERER | Investor Presentation | September 2025 3

  4. Slide 4: Key facts

    Introduction Leading supplier of mission-critical power grid connection and insulation solutions Leading market Covering the entire position power value chain ✚ €383m revenue FY 2024(1,2) Cable-agnostic pure play Solutions from energy generation supplier of electrical connection to transmission and

  5. Slide 5: Cable-agnostic electrical connection and insulation solutions across the power value chain

    Introduction ÜBERTRAGUNG Cable-agnostic electrical connection and insulation solutions across the entire power value chain and all voltage levels Onshore Wind Nuclear energy Rail & mobility Offshore Wind Solar Underground Cable Power distribution Repair- & emergency solutions Overhead Line Substatio

  6. Slide 6: Global footprint and revenue split by geography and segment

    Introduction PFISTERER’s setup ensures proximity to its highly-diversified customer base via a global distribution network Global footprint with presence across 90+ countries Revenue split H1/2025(1) Asia-Pacific By geography 9% Middle East & Germany Germany India Germany (HQ) 22% Poland Europe & Af

  7. Slide 7: A global leader in mission-critical electrical connection and insulation solutions

    Introduction A global leader in mission-critical electrical connection and insulation solutions for energy networks across all voltage levels LARGE AND FAST-GROWING MARKET 1 Strong market growth fuelled by megatrends of increasing electricity demand, higher renewables penetration, and grid modernisa

  8. Slide 8: Strongly increasing electricity demand and technological changes as growth drivers

    1 Large and fast-growing market Strongly increasing electricity demand and technological changes of the power landscape as key growth drivers Strong increase in electricity demand Technological supply changes Population growth/ urbanisation Decarbonisation/ electrification + Increasing share of (dec

  9. Slide 9: Global grid investment backlog offers strong growth

    1 Large and fast-growing market Global enhancement and resolving of investment backlog in transmission and distribution grids offer additional strong growth Old energy world Transition New energy world Average annual transmission and distribution investments globally(2) $bn Annual grid investments i

  10. Slide 10: Addressable market expected to grow at a CAGR of 11.6% until 2030

    1 Large and fast-growing market Consequently, PFISTERER’s addressable market is expected to grow at a CAGR of 11.6% until 2030 PFISTERER’s globally addressable market(1) €bn 24,5 21,5 • Growth across all key 18,8 16,6 product categories 14,7 13,1 11,3 12,0 • Outlook secured by 9,3 9,4 9,6 8,8 announ

  11. Slide 11: Trusted partner for a global and highly diversified client base

    2 Unique positioning Trusted partner for a global and highly diversified client base across critical sectors Contractors(1) What makes PFISTERER the preferred and Accessories trusted partner for customers across various OHL 15% market sectors Utilities Cables(1) Fulgor S.A. • PFISTERER stands for qu

  12. Slide 12: Significant grid investments announced by leading TSOs and DSOs

    2 Unique positioning Significant grid investments recently announced by leading TSOs as well as DSOs Announced grid investment plans by selected TSOs and DSOs (1) (2) (3) €20,0bn €5,5bn $6.7-7.5bn $5,4bn €4,0bn €1,2bn Average p.a. Average p.a. Average p.a. 2021A 2021A 2021A 2025-2034E 2024-2028E 202

  13. Slide 13: Most comprehensive portfolio of connecting and insulation products

    2 Unique positioning PFISTERER stands out from competition by offering the industry’s most comprehensive portfolio of connecting and insulation products ICSMs(1) Generalists Manufacturers and suppliers providing end-to- Manufacturers and suppliers of cable end integrated cable solutions, from local

  14. Slide 14: Deeply incorporated into dozens of applications

    3 Superior value proposition Deeply incorporated into dozens of applications Selected example of PFISTERER’s integration in a substation Mission-critical products for key power infrastructure • 15 different PFISTERER products are installed on average in various applications from all product segments

  15. Slide 15: Global footprint with local expertise favours proximity to clients

    4 Global operational excellence Global footprint with local expertise favours proximity to clients and creates competitive advantage Global footprint with presence across 90+ countries Numerous mutually-reinforcing benefits from a scalable, global, well-invested model Germany Germany Selb Germany Gu

  16. Slide 16: Powerful financial profile with strong topline growth and superior profitability

    5 Excellent financial profile Powerful financial profile with strong double-digit topline growth paired with superior profitability Strong top-line development Best-in-class profitability Order intake Dec 2024(5) Revenues (€m) and growth (%) Adj. EBITDA(9) (€m) and adj. margin (%) EUR 423m (+18.6%)

  17. Slide 17: Massive increase in Order Intake with healthy organic sales development

    5 Excellent financial profile Massive increase in Order Intake with healthy organic sales development Order book (1,2) (€m) Revenues (2) (€m) Key Comments ▪ Strong increase in Order book due to higher Order Intake in all +13,3% +9,5% segments. +21,5% 312,5 113,4 ▪ Region Europe & Africa and Middle E

  18. Slide 18: Multi-faceted strategy 2030

    6 Multi-faceted growth strategy PFISTERER’s multi-faceted strategy 2030 as fundament to capitalise on strong market growth 2030 PROCESS OPTIMIZATION & DIGITALIZATION 1 2 3 CORE BUSINESS & BUSINESS FUTURE MARKETS BOUNDARIES TRENDS Grow Expand Drive innovation Leverage on strong technical expertise In

  19. Slide 19: IPO proceeds and stock market listing to accelerate growth

    6 Multi-faceted growth strategy IPO proceeds and stock market listing to accelerate growth and further strengthen PFISTERER’s leading position Listed in SCALE Segment of the Frankfurt Stock Key reasons for the IPO Exchange since May 2025, ISIN DE000PFSE212 Growth finance Successful IPO enables Gener

  20. Slide 20: Current projects being implemented to achieve strategic goals

    6 Multi-faceted growth strategy Current projects being implemented to achieve strategic goals Strengthening the Kadaň site for future growth ▪ Securing long-term expansion options through land acquisition (48,000 m²). ▪ Leveraging site synergies with direct proximity to the existing plant. ▪ Enhanci

  21. Slide 21: A global leader in mission-critical electrical connection and insulation solutions

    Conclusion A global leader in mission-critical electrical connection and insulation solutions for energy networks across all voltage levels LARGE AND FAST-GROWING MARKET 1 Strong market growth fuelled by megatrends of increasing electricity demand, higher renewables penetration, and grid modernisati

  22. Slide 22: Thank you for your attention.

    Thank you for your attention. WWW.PFISTERER.COM PFISTERER | Investor Presentation | September 2025 25 PFISTERER | Roadshow Presentation | May 2025

  23. Slide 23: Disclaimer

    This presentation (including any printed or electronic copy of these slides, any oral presentation, the question and answer session and any written or oral material discussed or distributed at or in connection with the management presentation, the "Presentation") has been prepared by PFISTERER Holdi

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