Andritz Ag · VIE:ANDR
Andritz — Investor Presentation (October 2025)
20 slides from Andritz's investor presentation, October 2025
Slide 1: Driving Innovation, Shaping a Sustainable Future
DRIVING INNOVATION, SHAPING A SUSTAINABLE FUTURE. FOR GROWTH THAT MATTERS OCTOBER 2025
Slide 2: No Challenge Is Too Big – A Pioneer in Large-Scale Tech Solutions Worldwide
NO CHALLENGE IS TOO BIG – A PIONEER IN LARGE-SCALE TECH SOLUTIONS WORLDWIDE WHAT WE DO Developing large-scale, state-of-the-art engineering and service solutions Elevating customer operations with state-of-the-art technologies Empowering our customers to drive the green transition Supporting our cus
Slide 3: Key Financial Figures Q1-Q3 2025
KEY FINANCIAL FIGURES Q1-Q3 2025 ORDER INTAKE REVENUE ORDER BACKLOG 6.9 billion EUR 5.5 billion EUR 10.8 billion EUR (Q1-Q3 2024: 5.7 billion EUR / +20%) (Q1-Q3 2024: 6.0 billion EUR / -8%) (Q1-Q3 2024: 9.4 billion EUR / +15%) Comparable EBITA | NET INCOME Comparable EBITA MARGIN EBITA | EBITA MARG
Slide 4: Key Financial Figures 2024
KEY FINANCIAL FIGURES 2024 ORDER INTAKE REVENUE ORDER BACKLOG 8.3 billion EUR 8.3 billion EUR 9.7 billion EUR (2023: 8.6 billion EUR / -3%) (2023: 8.7 billion EUR / -4%) (2023: 9.9 billion EUR / -1%) Comparable EBITA | NET INCOME Comparable EBITA MARGIN EBITA | EBITA MARGIN incl. non-controlling in
Slide 5: World Market Leader with Four Business Areas
WORLD MARKET LEADER WITH FOUR BUSINESS AREAS PULP & PAPER METALS HYDROPOWER ENVIRONMENT & ENERGY 42%* 22%* 18%* 18%* Pulp: #1 Forming: #1 #1-2 #1-3 Paper: #3 Processing: #1-2 * share of total Group revenue 2024 # global market position, estimated by ANDRITZ 5 COMPANY PRESENTATION / OCTOBER 2025 / ©A
Slide 6: Close to Our Customers, in More Than 80 Countries
CLOSE TO OUR CUSTOMERS, IN MORE THAN 80 COUNTRIES MORE THAN 30,000 OVER 280 OVER 80 EMPLOYEES WORLDWIDE LOCATIONS COUNTRIES Size of pin reflects the number of ANDRITZ locations in the region. 6 COMPANY PRESENTATION / OCTOBER 2025 / ©ANDRITZ
Slide 7: Competence, Commitment, Passion – The Whole Team Stands for Our Success
COMPETENCE, COMMITMENT, PASSION – THE WHOLE TEAM STANDS FOR OUR SUCCESS More than 30,000 Asia (without China) Africa, Australia Europe employees 8% (without Austria China and Germany) 23% 13% • 64% white-collar and Geographical 36% blue-collar South distribution of America 14% employees 12% Austria
Slide 8: A Journey of 173 Years from a Foundry to Global Technology Leadership
A JOURNEY OF 173 YEARS FROM A FOUNDRY TO GLOBAL TECHNOLOGY LEADERSHIP 1852 1922 1948 1951 1997 2000 2001 2006 2013 2018 2022 Established by Foundation Expansion into Start of Foundation of Pulp Foundation Hydropower Advanced Fabrics and Battery Josef Körösi as of ANDRITZ big turbines manufacturing A
Slide 9: We Expand Our Portfolio in All Business Areas
WE EXPAND OUR PORTFOLIO IN ALL BUSINESS AREAS Acquisitions by business area since 2004 PULP & PAPER METALS HYDROPOWER ENVIRONMENT & ENERGY 2004 EMS (JV) 2017 Paperchine 2004 Kaiser 2006 VA TECH HYDRO 2004 Bird Machine 2005 Cybermetrics 2018 Novimpianti 2005 Lynson 2007 Tigép 2004 NETZSCH Filtration
Slide 10: Our Strategy: Long-Term Profitable Growth
OUR STRATEGY: LONG-TERM PROFITABLE GROWTH DECARBONIZATION LONG-TERM PROFITABLE GROWTH • Grow revenue DIGITALIZATION • Grow profitability • Grow service share CUSTOMER SERVICE 10 COMPANY PRESENTATION / OCTOBER 2025 / ©ANDRITZ
Slide 11: Decarbonization: We Enable the Green Transition
DECARBONIZATION: WE ENABLE THE GREEN TRANSITION • Developing economically viable key technologies for the green transition • Providing full lifecycle services from project development to operation and maintenance • We offer solutions for: • carbon capture • production of green hydrogen • production
Slide 12: Digitalization: Supporting Customers Throughout Plant Life Cycle
DIGITALIZATION: SUPPORTING CUSTOMERS THROUGHOUT PLANT LIFE CYCLE PROCESS PLANT ASSET CYBER OPTIMIZATION MANAGEMENT TRAINING OPTIMIZATION SECURITY Maximize Maximize the value Maximize productivity, Proactively Boost customer plant process of data – from raw data efficiency, and manage digital experti
Slide 13: Customer Service: Success Through Our Lifecycle Solutions
CUSTOMER SERVICE: SUCCESS THROUGH OUR LIFECYCLE SOLUTIONS Retrofits & Upgrades Capital Systems We service our customers at every step, ensuring them high product quality, output, and uptime through quick response time and cost-competitive, efficient lifecycle solutions. Parts & Field Consumables Ser
Slide 14: Redefining the Future: Unleashing Our Innovation Engine
REDEFINING THE FUTURE: UNLEASHING OUR INNOVATION ENGINE 140 MEUR 400 6,230 for R&D in 2024 new patent patent applications in 2024 protection rights 14 COMPANY PRESENTATION / OCTOBER 2025 / ©ANDRITZ
Slide 15: "We Care" – Our ESG Program
"WE CARE" – OUR ESG PROGRAM Sustainability is an integrated part of our corporate policy – we are committed to the SBTi (Science Based Targets initiative) to further reduce our greenhouse gas emissions by 2030. E ENVIRONMENT S SOCIAL G GOVERNANCE Reduce our Ensure a safe Pursue fair and CO2 footprin
Slide 16: On Track to Meet 2025 ESG Targets
ON TRACK TO MEET 2025 ESG TARGETS – MAJORITY ALREADY ACHIEVED (S t a t u s a t t h e e n d o f 2 0 2 4 ) ENVIRONMENT SOCIAL GOVERNANCE 12% 90.6% share of revenue from reduction in the annual procurement volume 44% sustainable solutions accident frequency rate covered by assessed and products** (>1 d
Slide 17: Our Goal Is Zero Occupational Injuries and Illnesses
OUR GOAL IS ZERO OCCUPATIONAL INJURIES AND ILLNESSES TA R G ET 2 0 2 5 Reduction of the LTIFR* t o 1 . 8 3 We are continuously improving workplace safety. • Ensuring a safe, healthy, and supportive working environment for all • All employees are covered under ISO 45001 certification • LTIFR reduced
Slide 18: COMPANY PRESENTATION / OCTOBER 2025 / ©ANDRITZ
18 COMPANY PRESENTATION / OCTOBER 2025 / ©ANDRITZ
Slide 19: ANDRITZ. For Growth That Matters.
ANDRITZ. FOR GROWTH THAT MATTERS. 19 COMPANY PRESENTATION / OCTOBER 2025 / ©ANDRITZ
Slide 20: Legal Disclaimer
LEGAL DISCLAIMER © ANDRITZ AG 2025 This presentation contains valuable, proprietary property belonging to ANDRITZ AG or its affiliates (“the ANDRITZ Group”), and no licenses or other intellectual property rights are granted herein, nor shall the contents of this presentation form part of any sales c