Durr Ag · XETR:DUE

Durr — Dürr Aktiengesellschaft — Q2 2026 Earnings Presentation

39 slides from Durr's earnings presentation, Aug 6, 2026

1. Slide 1: Results January to June 2026

   Save the date Capital Markets Day December 9&10, 2026 Bietigheim-Bissingen Results January to June 2026 August 6, 2026 Bietigheim-Bissingen

2. Slide 2: Overview

   1 Overview 2

3. Slide 3: Overview: Q2 2026 at a glance

   Overview: Q2 2026 at a glance Solid operational performance in core businesses, efficiency program for BBS Automation OI +13% yoy driven by Automotive Revenues -2% yoy: Automotive up, Woodworking down, Industrial Automation mixed EBIT margin b.e.e. slightly expanded Favorable mix and earlier cost cu

4. Slide 4: Overview of KPIs: Improved margin

   Overview of KPIs: Improved margin Q2: Increase in order intake and EBIT margin b.e.e. despite slightly lower revenues Order intake Sales EBIT b.e.e. Free cash flow (€ million) (€ million) (€ million) (€ million) Q2 Q2 Q2 Q2 Q1 Q1 Q1 Q1 Margin -4% -1% 0% 2,008 1,887 1,871 1,921 81 81 4.0% 4.2% 47 807

5. Slide 5: Overview: Order intake up in Q2 yoy

   Overview: Order intake up in Q2 yoy Book-to-bill Order intake Key aspects ▪ Normalization of order intake vs “tariff-trough” in 2025 +13.3% -4.5% ▪ Orders fueled by Automotive and Industrial 1.12 Automation (Measuring and Process Systems) 1.07 1.02 ▪ Market weakness at BBS Automation 0.93 0.81 ▪ FX

6. Slide 6: Overview: Order intake by regions

   Overview: Order intake by regions Americas has emerged as most important region for the Group in € m ▪ Dynamic order development in Brazil, India, China, and the US -1% ▪ New business in Europe still muted 1,887 1,871 ▪ Good project pipeline in the US +9% -13% 635 -4% +16% 523 570 +1% 550 319 307 20

7. Slide 7: Overview: Sales by regions

   Overview: Sales by regions in € m ▪ Automotive and Woodworking with lower revenues in China -4% ▪ Increase in Europe based on execution of 2,008 projects in Spain (Automotive) 1,921 ▪ FX headwind: €36 m (H1 2026) +11% -4% 601 576 +2% 654 -10% -36% 588 295 243 247 282 254 190 Total China Americas Ger

8. Slide 8: Divisions

   2 Divisions

9. Slide 9: Divisions: Automotive

   Divisions: Automotive Strong recovery of order intake vs weak Q2 2025 H1 H1 Q2 Q2 2025 2026 Δ 2025 2026 Δ Incoming orders in € m 910.4 975.8 7.2% 404.0 516.8 27.9% Sales revenues in € m 1,014.4 1,000.1 -1.4% 514.7 520.7 1.2% EBIT b.e.e. in € m 67.7 63.3 -6.6% 35.6 34.4 -3.4% EBIT margin b.e.e. in %

10. Slide 10: Divisions: Industrial Automation

    Divisions: Industrial Automation Determined action at BBS Automation considering performance in H1 and market weakness H1 H1 Q2 Q2 2025 2026 Δ 2025 2026 Δ Incoming orders in € m 297.4 264.9 -10.9% 118.7 134.7 13.5% Sales revenues in € m 312.8 300.0 -4.1% 143.4 146.8 2.4% EBIT b.e.e. in € m 13.1 1.4

11. Slide 11: Divisions: Woodworking

    Divisions: Woodworking Margin improvement in a challenging market (Q2) H1 H1 Q2 Q2 2025 2026 Δ 2025 2026 Δ Incoming orders in € m 682.9 634.0 -7.2% 285.5 264.0 -7.5% Sales revenues in € m 686.7 625.7 -8.9% 345.3 316.1 -8.4% EBIT b.e.e. in € m 28.3 25.0 -11.9% 15.4 15.5 0.3% EBIT margin b.e.e in % 4.

12. Slide 12: Vector Efficiency program for BBS Automation

    3 Vector Efficiency program for BBS Automation 12

13. Slide 13: Vector: 3-dimensional program for BBS Automation

    Vector: 3-dimensional program for BBS Automation Enhance competitiveness and profitability in a smaller business with good growth perspectives Two markets Determined measures 2030 commitment Life Science Efficiency/optimization Revenues: > €600 m ▪ Growing market ▪ Increase process excellence Previo

14. Slide 14: Vector Financial impact

    Vector Financial impact Restructuring charges Goodwill impairment ▪ €40 to €50 m (mainly for Vector) ▪ Demand in e-mobility sector weaker than assumed last year ▪ Partially booked in Q2, remainder to be considered in H2 2026 ▪ Remaining goodwill almost fully impaired: around €90 to €100 m ▪ ~200 HC

15. Slide 15: Financials

    4 Financials 15

16. Slide 16: Financials: Key financial indicators

    Financials: Key financial indicators H1 2025 H1 2026 Δ Q2 2025 Q2 2026 Δ Sales revenues in € m 2,008.3 1,921.5 -4.3% 1,000.9 981.3 -2.0% Gross profit on sales in € m 452.2 435.1 -3.8% 226.0 218.3 -3.4% Gross margin in % 22.5 22.6 +0.1pp 22.6 22.2 -0.3pp EBITDA in € m 133.6 135.0 1.0% 66.5 66.2 -0.4%

17. Slide 17: Financials: Sales acceleration in Q2

    Financials: Sales acceleration in Q2 Sales revenues in € m Key aspects ▪ Customer-induced execution delays in Q1 2026, but normalization from Q2 ▪ Sequential acceleration of sales generation in Automotive and -2.0% +4.4% Woodworking in Q2 2026 qoq Sales split H1 2026 5% 10% 1,044 1,116 1,007 1,001 9

18. Slide 18: Financials: EBIT margin b.e.e. up yoy

    Financials: EBIT margin b.e.e. up yoy EBIT margin b.e.e.1 in % Key aspects H1 EBIT b.e.e.1 in € m ▪ Gross margin slightly up in H1 2026 yoy ▪ Selling and admin expenses under tight control 7.4 ▪ R&D expenses up in H1 2026 yoy 6.6 ▪ Reported EBIT burdened by €94.9 m goodwill impairment at Industrial

19. Slide 19: Financials: Free cash flow clearly positive in H1

    Financials: Free cash flow clearly positive in H1 Free cash flow in € m Key aspects ▪ Operating cash flow clearly positive in H1 2026, but less reduction of NWC than in 2025 ▪ Capex broadly on last year’s level 77 30 47 46 38 -28 21 32 27 6 6 3 1 -47 0 Q1 Q2 Q3 Q4 Q1 Q2 FCF EBIT D&A Δ NWC Capex Inte

20. Slide 20: Financials: Net working capital further reduced

    Financials: Net working capital further reduced in € m DWC Key aspects NWC ▪ Higher inventories and contract assets due to accelerated project execution 36 ▪ More than offset by increases in trade payables and prepayments 31 ▪ DWC at a very low level of 23 27 28 27 23 in € m 06/30/2025 12/31/2025 06

21. Slide 21: Financials: Net financial debt at a continued low level

    Financials: Net financial debt at a continued low level in € m Gearing Net financial status Key aspects ▪ Lower total liquidity reflecting dividend payment and repayment of convertible and Schuldschein tranche 28% 31% 30% 5% 3% 6% (→ reduced gross debt) ▪ Positive impact from FCF -66 -47 -78 ▪ Stron

22. Slide 22: Financials: Comfortable liquidity headroom

    Financials: Comfortable liquidity headroom in € bn Maturity profile, June 30, 2026 (outstanding financial instruments only) in € million 2.0 250 1.66 1.5 200 0.75 150 1.0 100 0.5 0.91 0.22 50 0.0 0 Available funds 2026/06/30 Financial liabilities < 12 months 2026 2027 2028 2029 2030 2031 2032 Cash c

23. Slide 23: Outlook

    5 Outlook

24. Slide 24: Group guidance for 2026 confirmed

    Group guidance for 2026 confirmed Actual 2025 H1 2026 Targets 2026 Incoming orders in € m 3,895 1,871 3,800 – 4,200 Sales revenues in € m 4,168 1,921 3,900 – 4,300 EBIT margin before extraordinary effects in % 5.6 4.2 5.0 – 6.5 ROCE in % 15.6 17.1 13 – 18 Free cash flow in € m 162 32 -150 – 0 ▪ Fore

25. Slide 25: Divisional guidance for 2026

    Divisional guidance for 2026 Order intake Sales revenues EBIT margin b.e.e. (€ m) (€ m) (%) H1 H1 20252 H1 2026 Targets 2026 20252 2026 Targets 2026 20252 2026 Targets 2026 Automotive 1,874 976 1,800 – 2,100 2,115 1,000 2,000 – 2,200 7.9 6.3 7.0 – 8.0 500 – 600 575 – 625 -1.0 – 1.0 Industrial Automa

26. Slide 26: Summary

    6 Summary

27. Slide 27: Summary H1/Q2 2026

    Summary H1/Q2 2026 ▪ Heterogenous development of businesses ▪ Automotive with strong OI in Q2 and better seasonality in H2 2026 ▪ Mixed picture at Industrial Automation: − Strong performance at Measuring and Process Systems − Weak development of BBS Automation ▪ Self-help measures and cost control e

28. Slide 28: Appendix

    Appendix www.durr-group.com © Dürr AG, Results Q2/H1 2026, August 6, 2026

29. Slide 29: P&L in detail

    P&L in detail in € m H1 2025 H1 2026 Δ Q2 2025 Q2 2026 Δ Sales revenues 2,008.3 1,921.5 -4.3% 1,000.9 981.3 -2.0% Cost of sales -1,556.1 -1,486.4 4.5% -774.9 -763.0 1.5% Gross profit on sales 452.2 435.1 -3.8% 226.0 218.3 -3.4% Selling expenses -197.2 -187.1 5.1% -99.6 -94.1 5.6% General administrat

30. Slide 30: Balance sheet highlights (1/2)

    Balance sheet highlights (1/2) Assets in € m 06/30/2025 12/31/2025 06/30/2026 Non-current assets 1,668.0 1,688.6 1,588.9 of which goodwill and intangibles 837.8 813.3 712.3 of which property, plant and equipment 649.3 660.3 664.6 of which investment and financial assets 47.1 115.3 115.9 Current asse

31. Slide 31: Balance sheet highlights (2/2)

    Balance sheet highlights (2/2) Equity and liabilities in € m 06/30/2025 12/31/2025 06/30/2026 Total equity 1,075.7 1,353.1 1,237.4 of which non-controlling interests 20.1 18.3 18.1 Non-current liabilities 1,081.7 1,107.6 902.7 of which provisions 56.3 62.1 61.1 of which convertible and Schuldschein

32. Slide 32: Cash flow

    Cash flow in € m H1 2025 H1 2026 Q2 2025 Q2 2026 EBT -70.8 -38.2 -96.0 -68.3 Depreciation and amortization of non-current assets1 191.6 163.5 155.2 129.6 Interest result 13.9 11.7 8.2 5.9 Income taxes paid (incl. from disposals) -35.0 -39.5 -19.2 -19.3 Δ Provisions -28.5 -0.4 -7.7 10.8 Δ Net working

33. Slide 33: Overview: Financial figures by division (1/2)

    Overview: Financial figures by division (1/2) 2025 2026 Q11 Q21 Q31 Q41 Total Q1 Q2 Q3 Q4 Total Incoming orders in € m 506.4 404.0 312.6 651.4 1,874.4 459.0 516.8 975.8 Sales revenues in € m 499.7 514.7 520.3 579.9 2,114.6 479.5 520.7 1,000.1 Order backlog in € m 2,870.2 2,703.7 2,492.1 2,587.5 2,58

34. Slide 34: Overview: Financial figures by division (2/2)

    Overview: Financial figures by division (2/2) 2025 2026 Q11 Q21 Q31 Q41 Total Q1 Q2 Q3 Q4 Total Incoming orders in € m -2.1 -1.4 -2.9 -2.3 -8.8 -1.8 -1.5 -3.3 CC / Alloc. / Cons. Sales revenues in € m -3.1 -2.5 -1.9 -1.4 -8.8 -2.0 -2.4 -4.3 Order backlog in € m -4.4 -3.4 -4.4 -5.2 -5.1 -4.3 EBIT in

35. Slide 35: Overview: Extraordinary effects

    Overview: Extraordinary effects in € m 2025 2026 Q11 Q21 Q31 Q41 Total Q1 Q2 Q3 Q4 Total AUTO -1.7 -1.9 -4.0 -26.0 -33.7 -1.5 -0.6 -2.2 thereof PPA -1.2 -1.2 -1.2 -1.1 -4.6 -0.9 -1.0 -1.9 INDU -6.2 -127.9 -5.1 -7.8 -146.9 -4.8 -106.2 -111.0 thereof PPA -6.1 -5.8 -5.2 -4.0 -21.2 -4.0 -4.0 -8.0 WOOD -

36. Slide 36: Shareholder structure

    Shareholder structure Free float at 70.3%1 Heinz Dürr GmbH, Berlin Heinz und Heide Dürr Stiftung, Berlin Institutional and private investors, including 2 26.2% ▪ Members of the Dürr AG Supervisory Board: 0.12% ▪ Members of the Dürr AG Board of Management: 0.07% 3.5% 70.3% 1 Free float calculated acc

37. Slide 37: Save the date

    Save the date Financial calendar Capital Markets Day December 9&10, 2026 Bietigheim-Bissingen August 2026 September 2026 ▪ 08/06/2026 Interim financial report for the first half of 2026 ▪ 09/02/2026 Commerzbank & Oddo Corporate Conference, Frankfurt ▪ 08/25/2026 MWB Research German Select VIII (virt

38. Slide 38: Disclaimer

    Disclaimer This publication has been prepared independently by Dürr AG/Dürr Group. It may contain statements which address such key issues as strategy, future financial results, events, competitive positions and product developments. Such forward-looking statements are subject to a number of risks,

39. Slide 39: Results January to June 2026

    Results January to June 2026 August 6, 2026 Bietigheim-Bissingen

Dürr Aktiengesellschaft — Q2 2026 Earnings Presentation on 6ix