Strabag Se · VIE:STR

Strabag — Investor Presentation (September 2026)

40 slides from Strabag's investor presentation, September 2026

  1. Slide 1: A diversified leader in construction, innovation and financial strength

    A diversified leader in construction, innovation and financial strength. Company Presentation

  2. Slide 2: Disclaimer

    Disclaimer This presentation is made by STRABAG SE (the "Company“) solely for use at should not be interpreted as having been adopted or endorsed by the Company investor meetings and is furnished to you solely for your information. as being accurate. This presentation contains forward-looking statem

  3. Slide 3: The STRABAG value proposition

    The STRABAG value proposition diversifiziert Leading. Diversified. Strong market Resilience through positions through 4-fold critical size diversification Financially Innovative. strong. Innovation and Stability through sustainability through financial strength & technology leadership effective risk

  4. Slide 4: Leading.

    01 Leading. STRABAG is the largest construction group in CEE, combining local expertise with global reach. 4

  5. Slide 5: A leader in construction, innovation & financial strength

    GROUP PROFILE A leader in construction, innovation & financial strength Fully vertically integrated business model 20.4 31.4 6.7% 35.9% Output volume (€ bn) Order backlog (€ bn) EBIT margin Equity ratio Construction materials BBB+, stable ~ 2,400 ~ 89,000 > 50 production S&P rating Employees in inno

  6. Slide 6: We cover the entire value chain in construction

    GROUP ACTIVITIES We cover the entire value chain in construction Core business construction Construction materials production A network of > 550 production sites Planning & design > 1,100 engineers in a Construction Development centralised design hub > 650 completed real estate developments Building

  7. Slide 7: We combine local expertise with global reach

    GROUP PRESENCE We combine local expertise with global reach Contribution to Group output 93% Europe 1 1 3% APAC 2 3 2 3% Americas 3 4 1% MEA 4 local presence project business APAC: Asia-Pacific | MEA: Middle East & Africa 7

  8. Slide 8: The market environment improves

    GROUP PRESENCE The market environment improves 2025 2026 4.1% +7.2% Poland Poland 0.0% 1.3% Germany Germany 4.4% 0.1% Czech Republic Czech Republic 4.3% +0.9% Slovakia Slovakia -0.1% -0.1% Austria -1.5% Austria +1.8% Hungary Hungary -1.9% -6.3% Romania Romania -1.2% +1.2% Croatia Croatia 1) Market d

  9. Slide 9: We are active in promising markets

    GROUP PRESENCE #4 We are active in promising markets |2 1 Railway & transportation EU infrastructure investments Cohesion fund 2 2021-2027 German special fund € 107 bn Germany | 2025-2029 € 76 bn 1 Poland for infrastructure € 42 bn Poland | 2025-2032 328 € 35 bn Romania 12 yrs 3 Austria | 2025-2030

  10. Slide 10: Current large-scale projects in progress

    GROUP PROJECTS Current large-scale projects in progress Order backlog As % of total Country Project in € mn order backlog Haweswater Aqueduct Resilience United Kingdom 2,636 8.4 Programme (HARP) United Kingdom HS2 high-speed rail line 1,327 4.2 Germany U5 East, Hamburg 431 1.4 Germany Bayerische Ver

  11. Slide 11: Focus on growth markets drives order backlog

    GROUP PROJECTS Focus on growth markets drives order backlog I+S 1 N+W 2 I+S 3 Water infrastructure project HARP2), replacing six tunnel 1 sections; design & build incl. 25 years of maintenance Turnkey construction of first 2 phase of Innovation Park Artificial Intelligence (IPAI) ~ € 3.0 bn1) N.A. ~

  12. Slide 12: Key strategic topics for a sustainable 6% EBIT margin by 2030

    GROUP STRATEGY Key strategic topics for a sustainable 6% EBIT margin by 2030 Employee focus Circularity Technology leadership promotes our most important asset: helps us fight environmental pollution helps us to constantly become more people. and the shortage of raw materials. efficient and effectiv

  13. Slide 13: Well on track to achieve the goals of Strategy 2030

    GROUP STRATEGY Well on track to achieve the goals of Strategy 2030 2022 2030 (base year) 2025 (target year) Output volume (€ bn) 17.7 20.4 CAGR ~ 6% EBIT margin 4.2% 6.7% sustainable 6% Equity ratio 31.7% 35.9% ≥ 25% Dividend payout ratio 43% 37%1) 30–50% WORK ON PROGRESS S&P Rating BBB BBB+ Maintai

  14. Slide 14: Diversified.

    02 Diversified. STRABAG is diversified across four areas. This allows us to spread our risk and balance out cyclical and seasonal effects. © Dalmacija News 14

  15. Slide 15: Group resilience through 4-fold diversification

    GROUP DIVERSIFICATION Group resilience through 4-fold diversification Diversified by STRABAG Segment Region Project size Client delivers complex 6 2 7 8 7 7 projects of nearly 7 36 14 31 47 46 all sizes and 11 € 20.4 bn 25 € 20.4 bn € 31.4 bn 20 € 20.4 bn 69 segments in over 31 14 12 50 countries Ou

  16. Slide 16: Balanced contributions across operating segments

    OPERATING SEGMENTS Balanced contributions across operating segments Output volume Order backlog by segment | % by segment | % 20 32 42 43 € 20.4 bn € 31.4 bn 37 25 North + West South + East Internat. + Special Divisions 2025 FY figures | 4th, non-operating segment “Others”, output volume < 1%, not s

  17. Slide 17: North + West: Germany, Switzerland and others

    OPERATING SEGMENTS North + West: Germany, Switzerland and others Construction and transverse launching Segment output by region KEY SEGMENT CHARACTERISTICS of the Rinsdorf Valley Bridge • North + West is the Group’s largest segment • Here we report our construction activities in Germany, Switzerland

  18. Slide 18: South + East: Austria and CEE region

    OPERATING SEGMENTS South + East: Austria and CEE region Comprehensive renovation of railway Segment output by region KEY SEGMENT CHARACTERISTICS junction at Česká Třebová • In South + East we report our construction Croatia 3% activities in Austria and the CEE region • CEE includes Poland, the Czech

  19. Slide 19: International + Special Divisions: Pooling specialised expertise

    OPERATING SEGMENTS International + Special Divisions: Pooling specialised expertise Construction of a Segment output by region medical facility in KEY SEGMENT CHARACTERISTICS Claremont, Perth • The segment includes our construction 3% Italy activities in the United Kingdom and outside of Europe, as

  20. Slide 20: Innovative.

    03 Innovative. STRABAG is redefining construction through technology and pursuing SBTi-validated emissions reduction targets. © HS2 20

  21. Slide 21: Innovation is part of our DNA

    INNOVATION Innovation is part of our DNA STRABAG stands out by combining Standardisation Digital processes Automation innovation, in-house capabilities and digital scale – turning concepts into construction reality. Selected products by STRABAG Offsite production BIM 5D ® Serial construction STRABAG

  22. Slide 22: We have built a complete technology ecosystem

    TECHNOLOGY LEADERSHIP We have built a complete technology ecosystem Digital > 2,400 Production Data Science Hub Employees in innovation & digitalisation BIM 5D ® Robotics & IoT TECHNOLOGY ECOSYSTEM > 250 Innovation projects GIS & Generative Design STRABAG.Maps > 400 Sustainability projects STRABAG s

  23. Slide 23: BMTI – STRABAG's machinery and equipment fleet

    > € 4.51) bn Equipment fleet > 25,000 Vehicles Selected innovation projects BMTI BMTI at a glance STRABAG BMTI is the machinery and equipment service provider for the STRABAG Group. It oversees the Group-wide operational management of mobile assets (construction machinery, vehicles and mechanical eq

  24. Slide 24: SID – STRABAG's catalyst for innovation and digitalisation

    > 400 Employees (FTE) 12 Countries Selected innovation projects SID > 20 Locations SID at a glance SID (STRABAG Innovation & Digitalisation) is STRABAG's dedicated central unit for driving innovation, digital transformation and sustain- ability across the Group. Its mission is to strengthen and main

  25. Slide 25: TPA – one of the largest private lab networks

    > 1,000 Employees (FTE) 16 Countries Selected innovation projects TPA > 160 Locations TPA at a glance TPA is STRABAG’s centre of excellence for construction materials and technology, specialising in asphalt, concrete, soil, geotechnics, environmental technology and engineering. As one of Europe’s la

  26. Slide 26: ZT – STRABAG's internal design and engineering hub

    > 1,100 Engineers 11 Countries Selected innovation projects ZT 35 Locations ZT at a glance Zentrale Technik (ZT) is STRABAG’s central hub of technical expertise, supporting projects along the entire construction chain throughout all project phases. ZT plays a key role in driving STRABAG’s technologi

  27. Slide 27: Construction can also be done differently

    WORK ON PROGRESS Construction can also Innovation & sustainability through technology leadership be done differently. Through the use of technology, STRABAG is shaping the future of That’s the way we do construction. The focus is on standardisation, digital processes things. and automation. This not

  28. Slide 28: WORK ON PROGRESS means continuous development

    SUSTAINABILITY WORK ON PROGRESS means continuous development WORK ON Sustainability Strategy PROGRESS 2025 2021 2022 2023 2025 Sustainability Strategy Group Strategy 2021 2030 People. Planet. Progress. 28

  29. Slide 29: Our focus areas in sustainability

    SUSTAINABILITY STRATEGY Our focus areas in sustainability 29

  30. Slide 30: Our contribution to the environment

    SUSTAINABILITY STRATEGY Our contribution to the environment Strategic focus topics Decarbonisation1) Circular economy Biodiversity & ecosystems Strategic goals On the basis of science-based targets, we are We are putting circular economy principles into We protect biodiversity and ecosystems by: red

  31. Slide 31: Our commitment to social responsibility

    SUSTAINABILITY STRATEGY Our commitment to social responsibility Strategic focus topics Human rights along Our employees the value chain Added value for society Strategic goals We promote the wellbeing of our employees We protect human rights through: We create added value for society by: through: •

  32. Slide 32: Our engagement in governance

    SUSTAINABILITY STRATEGY Our engagement in governance Strategic focus topics Fair competition Nachhaltige Unternehmensführung Sustainable Mehrwert für die Gesellschaft corporate governance Strategic goals We avoid corruption and anti-competitive behaviour by: We have established clear structures and

  33. Slide 33: ESG commitment confirmed by solid ratings

    ESG RATINGS ESG commitment confirmed by solid ratings Our ESG ratings & ESG commitment Positive results in 2025 ESG ratings CDP “B” score (Climate Change) Sustainalytics 27.8 (medium risk) (last evaluation: Oct. 2025) EcoVadis 77/100 points (94th percentile: silver medal) 33

  34. Slide 34: Financially strong.

    04 Financially strong. STRABAG’s financial strength enables agile business opportunities, with a strategic focus on risk management. © STRABAG / Marko Kovic 34

  35. Slide 35: Output and order backlog at record highs

    FINANCIAL PERFORMANCE Output and order backlog at record highs Output volume | € mn Proven financial track record  Business consolidation from 2013 to 2023 20,424 17,735 19,139 19,239 after a decade of strong inorganic growth 16,323 16,618 16,129 14,621 15,447 13,491  Top-line growth not a strateg

  36. Slide 36: Profitable growth with consistent dividends

    FINANCIAL PERFORMANCE Profitable growth with consistent dividends EBIT | € mn and EBIT margin | % Proven financial track record 1,247 1,062  Strong track record of sustainable earnings 896 growth; EBIT CAGR +13% (2016-2025) 880 631 706  Effective risk management as key driver of 558 603 margin exp

  37. Slide 37: Financial strength as a key differentiator

    FINANCIAL PERFORMANCE Financial strength as a key differentiator Net cash position | € mn Proven financial track record 3,518  Strong balance sheet as a solid foundation 2,905 2,643 for operational performance 1,937 1,928 1,747  Consistently >30% equity ratio and a net 1,335 1,218 cash position ov

  38. Slide 38: STRABAG on the capital markets

    STRABAG SHARE STRABAG on the capital markets STRABAG share price development Shareholder structure (April) | % 150% 2.2 STRABAG ATX STOXX Haselsteiner Family 20.0 27.0 UNIQA/Raiffeisen1) 125% +16% Market cap MKAO “Rasperia € 11.3 10.6 bn Trading Limited” 2) 100% Free float 24.1 26.7 Treasury shares

  39. Slide 39: Proven record of financial solidity

    FINANCIAL PERFORMANCE Proven record of financial solidity Output Net cash EBIT Equity ratio Dividend ROCE volume position +6% +9% € 2.6 bn 33% € 1.3 bn +33% CAGR CAGR Ø Ø Paid out Δ 2021–2025 2021–2025 2021–2025 2021–2025 2021–2025 2021–2025 € mn € mn € mn % € per share % 2021 16,129 2021 896 2021 1

  40. Slide 40: Experienced Leadership at STRABAG

    ANNEX Experienced Leadership at STRABAG Dipl.-Ing. Stefan Kratochwill Mag. Christian Harder Dipl.-Ing. (FH) Jörg Rösler Dipl.-Ing. Siegfried Wanker Dipl.-Ing. (FH) Péter Glöckler CEO CFO Member of the Management Board Member of the Management Board Member of the Management Board Joined STRABAG in 20

Strabag — Investor Presentation (September 2026) on 6ix