Alimak Group Ab · OMXSTO:ALIG
Alimak Group Ab — Investor Day (November 2025)
103 slides from Alimak Group Ab's investor day presentation, Nov 25, 2025
Slide 1: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 2: Welcome
Welcome 13.30 Introduction 13.35 CEO introduction 13.50 Group financials 14.05 EVP Construction 14.25 EVP Industrial 14.45 Q&A 15.05 Coffee break 15.25 EVP Wind 15.45 EVP Facade Access 16.05 EVP HSPS 16.25 M&A 16.30 Q&A 16.50 CEO sum-up Capital Markets Day November 25, 2025
Slide 3: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 4: New Heights 2.0 – the next level
New Heights 2.0 – the next level 2026-2030 Accelerating profitable growth 2025 New division strategies 2022-25 2021 Profitable growth 2020 Secure margin improvements Establish the base New Heights 1.0 New Heights 2.0 Capital Markets Day November 25, 2025
Slide 5: Our foundation and culture – the strategic house
Our foundation and culture – the strategic house Results Sustainable Sustainable solutions Sustainable operations relations People development Take Move fast ownership and deliver Operational Technology excellence leadership Challenge Be inclusive the limits Customer obsession “Moving people, materi
Slide 6: Five truly decentralized customer-centric divisions
Five truly decentralized customer-centric divisions HSPS Facade Access Construction Industrial Wind Height Safety & Productivity Solutions Capital Markets Day November 25, 2025
Slide 7: Our way of working – decentralized and result driven
Our way of working – decentralized and result driven ▪ We own our key processes ▪ We do it ourselves ▪ Decision-making at the right place ▪ Long-term thinking Focus on delivering profitable growth and ROCE Capital Markets Day November 25, 2025
Slide 8: Growing EBITA over time
Growing EBITA over time LTM adj. EBITA and adj. EBITA margin MSEK; % 2 000 Adj. EBITA % Adj. EBITA Financial target 20 >18% 18% 17% 16% ≥ 15% 14-16% 15% 1 500 14% 15 13% 13% 12% 11% 1 000 10 500 5 0 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2020 2021 2022 2023 2024 2025
Slide 9: Updated financial targets to 2028
Updated financial targets to 2028 Updated targets Financial targets Policy Revenue growth Adj. operating Leverage ratio Dividend EBITA margin pay-out ratio 8-12% 20% <2.5x 40-60% Capital Markets Day November 25, 2025
Slide 10: Updated sustainability targets
Updated sustainability targets Updated targets CO2 reduction Employee NPS LTIFR Supplier commitment Injury rate per mn Direct material suppliers Final phase of working hours signing Alimak Group Code of Conduct* verifying science-based targets >40 <2 >90% Capital Markets Day * Or equivalent November
Slide 11: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 12: Growth
Growth Order intake (BSEK) LTM, reported 8 12.2% 6 ▪ Significant M&A driven growth in 2022 (Tractel) 4 ▪ Organic CAGR 2.7%, but recent acceleration 2 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2020 2021 2022 2023 2024 2025 Capital Markets Day November 25, 2025
Slide 13: Diversified Group
Diversified Group Division share of Geographical share of Service share of Order intake Order intake Order intake LTM Q3 2025 LTM Q3 2025 LTM Q3 2025 9% 25% 22% 19% 39% 49% 61% 24% 29% 23% Facade Access Europe and Equipment Industrial Middle East Service Construction Americas HSPS Asia and Pacific W
Slide 14: Strong cash generation
Strong cash generation Reported Cash flow from operations* (MSEK) 600 1 200 LTM Quarter 500 1 000 400 800 300 600 200 400 100 200 0 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2020 2021 2022 2023 2024 2025 *IFRS cash flow from operations equals EBT adjusted for depreciation and
Slide 15: Cash generative business model
Cash generative business model Net working capital as % of LTM revenue LTM capex as % of revenue 35 2,7 2,6 33 32 30 30 29 30 2,3 2,3 2,4 28 28 29 29 2,2 2,2 2,3 27 27 26 26 2,0 1,9 2,0 24 24 24 25 1,9 1,8 23 22 1,7 1,7 1,8 1,7 1,7 1,7 1,6 1,3 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
Slide 16: Leverage ratio: Flexibility to act
Leverage ratio: Flexibility to act Leverage Capital allocation Net debt / EBITDA 10 Adjusted leverage Reported leverage Investments in 8,0 8 R&D, sales and marketing 6 4.9 4 3,7 3,4 M&A 2,5 Target <2.5x 2,3 2,3 2,3 2,1 2 1,7 1,5 1,8 1,6 1,7 1,8 1,3 1,2 0,8 0,8 1,0 0,6 0,6 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q
Slide 17: Increasing ROCE
Increasing ROCE Return on capital employed % ROCE ROCE excl. goodwill 30 25 20 15 10 5 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2020 2021 2022 2023 2024 2025 Capital Markets Day November 25, 2025
Slide 18: Growing EPS
Growing EPS LTM earnings per share (undiluted including Items Affecting Comparability) SEK 6,8 6,6 ▪ Operational efficiency coupled 6,4 6,0 5,7 5,9 5,9 with strong cash generation 5,3 5,3 5,2 and fast deleveraging drives 4,9 5,0 4,7 4,7 4,3 4,4 growing EPS 3,7 3,2 ▪ Continued focus and ambition 3,1
Slide 19: CO2 emissions reduction
CO2 emissions reduction CO2 emissions Scope 1, 2, 3 (business travel) ton CO2e/MSEK revenue ▪ Previous target to reduce CO2 (normalized 2.35 based on turn-over) by 30% by end of 2025 ▪ Already end of 2024 a 43% reduction Scope 1 1,07 Target: achieved -30% 1.33 ▪ From now on, will move to science-bas
Slide 20: Conclusions
Conclusions ▪ Strong track record ▪ Uplifted margins ▪ Cash generative ▪ ROCE, dividends and means to invest Capital Markets Day November 25, 2025
Slide 21: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 22: The Construction Division
The Construction Division Construction equipment Rental and used Services and parts ▪ Temporary Access Solutions ▪ Project Rental Solutions ▪ Asset Management ▪ New, Refurbished, Industrial ▪ Redistribution of Used ▪ Refurbishment and Infrastructure Products and ▪ Application Engineering Constructio
Slide 23: The Construction Division
The Construction Division LTM Q3 Revenue MSEK Service share of sales EBITA margin ROCE excl. goodwill 1,554 39% 14.4% 18.5% Capital Markets Day November 25, 2025
Slide 24: Rental and Used
Rental and Used ▪ Rental – Channel for new product introductions Production – Selective offering – Drives increased sales in parts and Design Distribution services, application engineering ▪ Used – Redistribution service – Supports refurbishments, parts and Recycle Materials Consumption service sale
Slide 25: Construction – Today and Tomorrow
Construction – Today and Tomorrow Capital Markets Day November 25, 2025
Slide 26: Emerging Trends – Understanding the Landscape
Emerging Trends – Understanding the Landscape Logistics Pre-fabrication & modular construction Advanced building materials Capital Markets Day November 25, 2025
Slide 27: Emerging Trends – Understanding the Landscape
Emerging Trends – Understanding the Landscape Connected assets Wireless monitoring & connected equipment Cloud & real time collaboration Big data & predictive analytics Capital Markets Day November 25, 2025
Slide 28: Emerging Trends – Understanding the Landscape
Emerging Trends – Understanding the Landscape Robotics and AI Autonomous construction 3D scanning & photogrammetry 3D printing & additive manufacturing Capital Markets Day November 25, 2025
Slide 29: Impacted by challenging market
Impacted by challenging market Order Intake MSEK LTM Quarter Quarter LTM 800 2 000 600 494 476 489 484 490 1 500 ▪ Challenging market climate 469 454 468 374 impacting order intake 400 354 350 361 1 000 321 297 319 327 278 200 216 245 247 256 500 ▪ EBITA margin impacted by volume swings 0 0 ▪ Growth
Slide 30: Well positioned for the upswing
Well positioned for the upswing Construction Output Growth Real, % Change 5 ▪ Challenging construction APAC market 4 EMEA ▪ Have sustained market share 3 and strengthen our position AMER for further growth 2 ▪ Expecting market to pick up 1 during from 2026 onwards 0 2024 2025 2026 2027 2028 2029 Sou
Slide 31: Main growth drivers
Main growth drivers Product expansions MCWP market Sustainable Product expansion Support Solutions Capital Markets Day November 25, 2025
Slide 32: Product expansions
Product expansions Brand Recent product expansions Capital Markets Day November 25, 2025
Slide 33: MCWP push for scaffolding replacement
MCWP push for scaffolding replacement ▪ Scaffolding market is estimated to be >100x bigger than the construction hoist market ▪ Consultative selling, supporting customer efficiency, driving demand through multiple stakeholders Capital Markets Day November 25, 2025
Slide 34: Why Mast Climbing Work Platforms?
Why Mast Climbing Work Platforms? ▪ Define ✓ Stakeholders ✓ Timing ✓ Risks ▪ Differentiate ✓ Increased safety ✓ Improved ergonomics ✓ Enhanced logistics ✓ Improved Productivity ✓ 50% less cost ✓ 30% more Productive Capital Markets Day November 25, 2025
Slide 35: MCWP expansion outside construction
MCWP expansion outside construction Access platforms Snake platform at Pursuing new segments at shipyards petrochemical plant with innovative concepts Capital Markets Day November 25, 2025
Slide 36: Sustainable Product Support Solutions
Sustainable Product Support Solutions TRAINING PROGRAM Safety ALICALC INSTALLATION ASSISTANT DIGITAL DOCUMENTATION Capital Markets Day November 25, 2025
Slide 37: Sustainable Product Support Solutions
Sustainable Product Support Solutions BIM GALLERY Productivity PARTS ONLINE VIRTUAL ASSISTANCE SMART CONTROL Capital Markets Day November 25, 2025
Slide 38: Sustainable Product Support Solutions
Sustainable Product Support Solutions MY ALIMAK Efficiency QR ON THE MACHINE IOT DATA MACHINE INFO Capital Markets Day November 25, 2025
Slide 39: Conclusions
Conclusions ▪ Market Headwind over the last years ▪ Well-positioned in a challenging market for the market upswing ▪ Providing alternative solutions vs. traditional scaffolding ▪ Addressing a larger share of the construction equipment market with light range ▪ Expanding outside traditional construct
Slide 40: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 41: The Industrial Division
The Industrial Division Service, repairs Rack & Pinion elevators Traction elevators Spare parts and refurbishments Capital Markets Day November 25, 2025
Slide 42: The Industrial Division
The Industrial Division LTM Q3 Revenue MSEK Service share of sales EBITA margin ROCE excl. goodwill 1,551 56% 25.5% 126.4% Capital Markets Day November 25, 2025
Slide 43: Delivering profitable growth
Delivering profitable growth Order Intake LTM Quarter MSEK Quarter LTM 800 2,000 CAGR +12.7% 600 1,500 481 442 436 432 400 372 373 384 356 338 334 322 328 329 342 1,000 309 246 247 259 247 217 187 200 500 0 0 EBITA margin 30 26.6% 25.7% 25.3% 26.3% 23.7% 23.6% 23.9% 23.4% 24.5% 22.2% 21.9% 22.7% 23.
Slide 44: Long-term attractive segment growth
Long-term attractive segment growth Industrial Division performing well in most 2030 Alimak 2030 Alimak Market CAGR momentum Market CAGR momentum Other Ports ~4% Heavy 2-5% Industry Power ~5% Mining ~5% Oil & Gas ~4% Marine ~5% Food & Cement ~5% ~4% Agriculture Capital Markets Day November 25, 2025
Slide 45: Aftermarket performance
Aftermarket performance Parts and Service sales per installed elevator Actions for further improvement Index, LTM 127 126 126 120 ▪ Service technician 113 113 113 106 109 recruitment 100 104 102 ▪ Service Protocol Roll-out ▪ End customer Operator eLearning ▪ MyAlimak – connected installed base ▪ Sup
Slide 46: Service Protocol for service efficiency and elevator uptime
Service Protocol for service efficiency and elevator uptime ▪ Less administration for service technicians ▪ Improved safety for our service technicians ▪ Faster turnaround of spare parts quotations ▪ Increased spare parts service levels From insights to field performance Capital Markets Day November
Slide 47: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 48: Traction globalization – to tap into a +15 BSEK market
Traction globalization – to seriously tap into a +15 BSEK market ▪ Regional design and assembly partners – asset light manufacturing ▪ Shorten time to market and reduce R&D investment and risk ▪ Inhouse control of key components – e.g. the elevator control system ▪ Traction competency recruitment –
Slide 49: M&A focus areas
M&A focus areas New R&P growth Aftermarket Technologies Capital Markets Day November 25, 2025
Slide 50: M&A – Century Elevators
M&A – Century Elevators ▪ Complementary cost-efficient industrial elevator design, especially explosion-proof (EX) ▪ Strengthened market position, especially in North America ▪ Growth of service business and service efficiencies ▪ Management and admin personnel cost synergies – Consolidation of site
Slide 51: Manufacturing and R&D excellence
Manufacturing and R&D excellence ▪ Maintain current safety track record ▪ Clear plans in place to achieve our SBTi targets, especially scope 3 ▪ Update and modernize R&P product platform ▪ Never-ending assessment of insourcing vs. outsourcing ▪ Structured adaptation of AI to drive efficiencies Capit
Slide 52: Conclusions
Conclusions ▪ Supported by underlying market growth ▪ Take market share by customer segment focus, geographical expansion and aftermarket improvements ▪ Continue to drive innovation – for both Rack and Pinion and Traction ▪ We have the footprint to support our profitable growth ambitions ▪ Ambition
Slide 53: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 54: The Wind division builds on four main areas
The Wind division builds on four main areas Service lifts Ladders and others Safety Service, training & parts ▪ Safe transportation within ▪ Original Avanti product from ▪ Work at heights PPEs ▪ Service packages with wind turbines 1885 inspections, asset ▪ Fall protection systems management, spare p
Slide 55: The Wind Division
The Wind Division LTM Q3 Revenue MSEK Service share of sales EBITA margin ROCE excl. goodwill 656 36% 18.9% 31.9% Capital Markets Day November 25, 2025
Slide 56: New Heights – margin improvements
New Heights – margin improvements EBITA margin LTM Quarter ▪ New Height 1.0 focus on margin improvements, achieved through: 25 21.4% – Higher share of profitable 19.8% 20 20.2% 19.5% 19.8% 19.4% products and services 18.2% 18.6% 17.4% 15.6% 16.5% 14.9% – Cost reductions through 14.4% 15 13.3% operat
Slide 57: Growing wind market
Growing wind market Expected new lifts installed Thousands units ▪ Onshore GW expected to grow with 7% 17.6 +8% 16.3 CAGR 2024-2030 14.5 14.0 12.3 ▪ Offshore GW expected to grow with 27% 11.3 11.8 CAGR 2024-2030 ▪ Largest region Asia followed by Europe ▪ North America expected to experience superior
Slide 58: Main growth drivers
Main growth drivers New lift sales Aftersales Safety products Capital Markets Day November 25, 2025
Slide 59: Innovation in lifts
Innovation in lifts ▪ Strong growth in underlying lift market ▪ Room for market share increase ▪ Capturing market share through innovation leadership – Remote control – Predictive maintenance capabilities – Battery-powered lift Capital Markets Day November 25, 2025
Slide 60: Growing base for service contracts
Growing base for service contracts Accumulated number of lifts out of guarantee period 45,000 ▪ Growing accumulated installed base 40,000 with service need 34,000 ▪ Increasing number of lifts coming out of guarantee period – potential to capture service share ▪ Overhaul for 10 years old lifts 2021 2
Slide 61: Upcoming wave of aftersales – life-extension
Upcoming wave of aftersales – life-extension Accumulated number of lifts with life-extension need +20 years old ▪ Life-time extension for 20 years old lifts 10,000 ▪ New business opportunities as Inspection & Certification Services or Retrofits & Modernizations ▪ Value creation for customers as – Ec
Slide 62: Expansion in safety products
Expansion in safety products Fall protection systems (FPS) Personal Protective Equipment expansion ▪ Expand from 1 to 4 fall protection systems ▪ PPEs are replaced every 3 years for wind tailored for the wind market ▪ Small share of revenues today ▪ Will increase our addressable market by >2x but wi
Slide 63: Conclusions
Conclusions ▪ Strong position with proven model ▪ Focus on accelerated growth – Underlying market growth – Innovation to capture lift market share – Innovations in internals – Aftersales wave – Safety equipment expansion ▪ Ambition to be within the Group revenue growth target with maintained EBITA m
Slide 64: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 65: The Facade Access Division
The Facade Access Division LTM Q3 Revenue MSEK Service share of sales EBITA margin ROCE excl. goodwill 1,998 41% 12.4% 15.8% New Construction Infrastructure Aftermarket Capital Markets Day November 25, 2025
Slide 66: Margins on track
Margins on track EBITA margin ▪ Tractel acquisition LTM Quarter 16 ▪ Manufacturing consolidation 14 12.4% ▪ Bidding focus on profitable jobs 12 10 9.2% ▪ Cleaning out back-log, majority 8 6.7% of low margin projects behind 6 us 4.1% 4 2.5% ▪ Stronger processes for tender 2 reviews and project execut
Slide 67: Main growth drivers
Main growth drivers New Construction Aftermarket Infrastructure Capital Markets Day November 25, 2025
Slide 68: New Construction
New Construction ▪ Leverage our full portfolio ▪ Differentiate through technology ▪ Global Reach, Local Expertise ▪ Focus Owners, Developers and Architects Gain right-to-win advantage ▪ Move higher in the value chain (Integrated Design Services) Capital Markets Day November 25, 2025
Slide 69: New construction investments increasing
New construction investments increasing Increase in super tall buildings Huge potential in low rise Expected completion per year of +200m buildings* Buildings by numbers of floors in USA 4 106 000 +52% 35 Will require standard access system solutions 12 BMUs focus for Legacy 23 Facade Access Divisio
Slide 70: Integrated Design Services success
Integrated Design Services success ▪ Moving upstream in the new construction value chain ▪ Design assist approach – 3-6 months faster and more efficient ▪ Launched in NAM early 2024 Recently in EMEA and APAC with first successes ▪ 17% of New Equipment order intake in NAM comes from Integrated Design
Slide 71: Aftermarket - RRR
Aftermarket - RRR ▪ Drive growth in Inspection and Maintenance services. through our skilled technicians ▪ Refurbishment, Retrofit and Replacement ▪ OI from RRR has increased with +50% over the last two years, with positive margin contribution ▪ Ageing installed base with ~40% of our installed asset
Slide 72: Infrastructure
Infrastructure ▪ We work with bridges, tunnels and nuclear with bridges being our core focus ▪ Significant amounts going into infrastructure e.g.,: – USA - Bipartisan Infrastructure Law +50USDBn dedicated to bridge revitalization – Germany – 12-year 500EURbn infrastructure fund ▪ +40% of US bridges
Slide 73: From facade access to facade intelligence
From facade access to facade intelligence Technology leadership to support Vertical urbanization – 3-year vision ▪ Be a strategic resource in the asset management value chain ▪ Shift to data-driven asset management ▪ Smart Access solutions as intelligent platforms ▪ Every drop as an opportunity to c
Slide 74: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 75: Conclusions
Conclusions ▪ Profitability remains our top priority ▪ North American success proves the model works ▪ Driving profitable growth through high-value segments ▪ Leading innovation - from facade access to facade intelligence ▪ Ambition to reach 18% EBITA by 2028 Capital Markets Day November 25, 2025
Slide 76: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 77: The Height Safety & Productivity Solutions Division
The Height Safety & Productivity Solutions Division LTM Q3 Revenue MSEK Service share of sales EBITA margin ROCE excl. goodwill 1,297 15% 18.3% 14.3% Capital Markets Day November 25, 2025
Slide 78: Height Safety and Productivity Solutions
Height Safety and Productivity Solutions Height safety Productivity solutions Repairs and spare parts Capital Markets Day November 25, 2025
Slide 79: Height Safety: Personal Protective Equipment
Height Safety: Personal Protective Equipment ▪ Self-retracting devices are automatic fall-arrest blocks ▪ Rescue devices are used for evacuation and rescue at height ▪ Harnesses, lanyards, positioners and helmets are personal fall-protection equipment Capital Markets Day November 25, 2025
Slide 80: Height Safety: Collective
Height Safety: Collective ▪ Safety lines and ladders provide secure access and fall protection ▪ Guardrails protect workers at height with fixed edge protection ▪ Gates provide safe entry and exit points on elevated areas Capital Markets Day November 25, 2025
Slide 81: Productivity Solutions: Lifting
Productivity Solutions: Lifting ▪ Manual wire-rope hoist for lifting and pulling ▪ Portable electric hoist for quick lifting ▪ Motorized wire-rope hoist for suspended access ▪ Chain hoist for vertical lifting ▪ Electric trolley for moving loads along a beam Capital Markets Day November 25, 2025
Slide 82: Productivity Solutions: Handling
Productivity Solutions: Handling ▪ Clamps Topal for gripping and handling loads ▪ Permanent magnets for lifting steel materials ▪ Sheaves and hooks for guiding ropes and connecting loads Capital Markets Day November 25, 2025
Slide 83: Productivity Solutions: Measurement and Control
Productivity Solutions: Measurement and Control ▪ Load measuring devices for lifting ▪ Wire ropes for lifting and securing ▪ Horizontal lifelines for all protection Capital Markets Day November 25, 2025
Slide 84: 9 manufacturing facilities in 7 countries
9 manufacturing facilities in 7 countries Capital Markets Day November 25, 2025
Slide 85: Stable business with growth potential
Stable business with growth potential Order Intake LTM* Quarter MSEK Quarter LTM 800 1 500 600 1 000 ▪ Limited historical growth 400 351 357 352 382 350 350 336 312 336 316 305 ▪ Ambition to get growth 500 200 momentum in business 0 0 ▪ Potential margin Adj. EBITA margin improvement long term 25 20.
Slide 86: Main strategic initiatives
Main strategic initiatives Organizational Customer Geographical streamline obsession expansion Capital Markets Day November 25, 2025
Slide 87: 1. Organization streamlining
1. Organization streamlining ▪ Simplified and efficient structure ▪ Robust operations and infrastructure ▪ Sustainability integrated throughout our value chain ▪ Innovation-driven portfolio ▪ Growth-ready model Capital Markets Day November 25, 2025
Slide 88: 2. Customer obsession
2. Customer obsession Construction Industry Infrastructure Adapting sales channel (direct centrally/regionally and distributor) depending on end-customer and solution Capital Markets Day November 25, 2025
Slide 89: Customer obsession: Construction
Customer obsession: Construction ▪ Elevators - Big 4 management - Tier 2/3 ▪ General Contractors - Project-based Lifting & Handling solutions - Localized service structures - Explore volumes in textile products and chain hoists Capital Markets Day November 25, 2025
Slide 90: Customer obsession: Industry
Customer obsession: Industry ▪ Targeted sectors - Energy (Oil&Gas, Nuclear and Wind) - Food, Beverage, Pharmaceuticals, Chemical ▪ Through direct engagement with targeted stakeholders Capital Markets Day November 25, 2025
Slide 91: Customer obsession: Infrastructure
Customer obsession: Infrastructure ▪ Target - Municipalities - Utilities (Water and electrical network) ▪ Strategy: - Public tenders management - Regional partner network Capital Markets Day November 25, 2025
Slide 92: 3. Geographical expansion
3. Geographical expansion Growth through North Europe strengthening our North America footprint South Europe Growth through – Brazil expanding into new – Dubai markets – Saudi Arabia – India – Australia Capital Markets Day November 25, 2025
Slide 93: Acquisition opportunities
Acquisition opportunities ▪ Fragmented market – Dominated by regional standards and players – Potential to consolidate ▪ M&A Strategy – Vertical integration – New footprint – New technologies and Services Capital Markets Day November 25, 2025
Slide 94: Recent acquisition of Interlift
Recent acquisition of Interlift ▪ Signed 21 October ▪ Revenues of approximately 50 MSEK ▪ Vertically integrated business model – Test – Full chain added value ▪ Strengthens our position in the Nordic market ▪ Increased portfolio Capital Markets Day November 25, 2025
Slide 95: Conclusions
Conclusions ▪ HSPS is a stable business with potential to start growing and improve margins ▪ Organizational streamlining to set the base ▪ Tailored customer segment approach and geographical expansion to kick-start growth ▪ Acquisitions in a fragmented market to further speed up growth ▪ Ambition t
Slide 96: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 97: Alimak Group M&A process
Alimak Group M&A process Group/ Funnel with Prioritized In-depth division Prioritized target long- target target Integration strategy M&A areas list review discussions Capital Markets Day November 25, 2025
Slide 98: Key success factors
Key success factors 1 We do it ourselves – we own the process 2 3 Focus on People & Culture – transparency early on Ownership of plans – commitment from both buying and selling teams Capital Markets Day November 25, 2025
Slide 99: Taking stake in strategic partnerships
Taking stake in strategic partnerships Capital Markets Day November 25, 2025
Slide 100: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025
Slide 101: Strategy summary
Strategy summary People development ▪ Increase attractiveness of current offering ▪ Tailored approaches for key segments ▪ Geographical expansions Operational Technology excellence ▪ Product lifecycle and aftermarket performance leadership ▪ Technology partnerships ▪ M&A opportunities in all divisio
Slide 102: Alimak Group: A sustainable, resilient, highly profitable growing industrial company
Supported by Acquisition mega trends opportunities Alimak Group A sustainable, resilient, Global footprint Proven business with a large model highly profitable growing installed base industrial company Leading market Attractive financial position in focused metrics and strong niches financial positi
Slide 103: Capital Markets Day November 25, 2025
Capital Markets Day November 25, 2025