Gft Technologies Se · XETR:GFT

Gft Technologies — H1 2025 Earnings Presentation

15 slides from Gft Technologies's earnings presentation, Jul 24, 2025

  1. Slide 1: Preliminary Results Q2/H1 2025

    Preliminary Results Q2/H1 2025 GFT Technologies SE Earnings Call | 24 July 2025 © 2025 | GFT Technologies SE and its affiliates. All rights reserved.

  2. Slide 2: Agenda

    Let’s Go Beyond_ Q2/H1 2025 Preliminary Earnings Call Agenda Highlights & Guidance 2025 | Marco Santos (Global CEO) Q2/H1 2025 Preliminary Results | Dr. Jochen Ruetz (CFO & deputy CEO) Megawork Acquisition & 5-Year Strategy | Marco Santos (Global CEO) gft.com 24 July 2025 2

  3. Slide 3: Resilient Preliminary H1 Results – Adjusted Guidance 2025

    Let’s Go Beyond_ Q2/H1 2025 KPIs Preliminary Earnings Call Resilient Preliminary H1 Results – Adjusted Guidance 2025 Reflects FX Headwinds and Entity-Specific Turnaround H1 2025 RESULTS GUIDANCE 2025 ADJUSTED PRELIMINARY FIGURES AS PREVIOUSLY REPORTED GUIDANCE 2025 REVENUE REVENUE e REVENUE e € 442m

  4. Slide 4: GFT UK Turnaround

    Let’s Go Beyond_ Q2/H1 2025 UK Turnaround Preliminary Earnings Call GFT UK Turnaround SITUATION TRANSFORMATIONAL INITIATIVES Poor financial performance in FY 2024:  Leadership change  €116m Revenue (-14% vs previous year)  Group Executive Board Member in charge with 100%  €9.8m EBIT adj., margin

  5. Slide 5: GFT Software Solutions Turnaround and Product Modernization

    Let’s Go Beyond_ Q2/H1 2025 Software Solutions Preliminary Turnaround Earnings Call GFT Software Solutions Turnaround and Product Modernization SITUATION TRANSFORMATIONAL INITIATIVES Encompasses 2 units with different products and  Leadership changed operational model:  Hired new Managing Director

  6. Slide 6: FX Effects Due to Strong Euro Headwinds

    Let’s Go Beyond_ Q2/H1 2025 FX Effects Preliminary Earnings Call FX Effects Due to Strong Euro Headwinds SITUATION The Euro strengthened against all relevant GFT currencies significantly since March, further since May 2025 and has sustained the high valuation until now GFT generated ca. 60% of H1 re

  7. Slide 7: Strong Q2 Milestones Achieved in line with 5-Year Strategy

    Let’s Go Beyond_ Q2/H1 2025 Highlights Preliminary Earnings Call Strong Q2 Milestones Achieved in line with 5-Year Strategy HIGHLIGHTS Q2 5-YEAR STRATEGIC INITIATIVES Strong growth in the USA, Canada, Latin America and APAC Markets  Global Delivery Platform | Smartshore | India Expansion of Tier 1

  8. Slide 8: Agenda

    Let’s Go Beyond_ Q2/H1 2025 Preliminary Earnings Call Agenda Highlights & Guidance 2025 | Marco Santos (Global CEO) Q2/H1 2025 Preliminary Results | Dr. Jochen Ruetz (CFO & deputy CEO) Megawork & 5-Year Strategy | Marco Santos (Global CEO) gft.com 24 July 2025 8

  9. Slide 9: Preliminary H1 2025 Results – Solid Operative Performance in Volatile Markets

    Let’s Go Beyond_ Q2/H1 2025 Financials Preliminary Earnings Call Preliminary H1 2025 Results – Solid Operative Performance in Volatile Markets  Solid revenue growth of 3%, organic +6% in €m H1/2025 H1/2024 ∆ (FX effects -4%, M&A +1%) Revenue 441.51 429.63 3%  Order backlog stable +1% y-o-y Order b

  10. Slide 10: Improved Profitability on EBIT adj. Level in Q2 2025 vs. Q2 2024

    Let’s Go Beyond_ Q2/H1 2025 Financials Preliminary Earnings Call Improved Profitability on EBIT adj. Level in Q2 2025 vs. Q2 2024 Revenue in €m EBIT adjusted* in €m 24.35 24.02 15.09 15.05 11.37 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q2/25 vs. Q2/24  +1% primarily driven by strong business  +30% mainly due

  11. Slide 11: Revenue by Global Regions (Based on Customers’ Location)

    Let’s Go Beyond_ Q2/H1 2025 Financials Preliminary Earnings Call Revenue by Global Regions (Based on Customers’ Location) Dynamic Growth in North & Latin America offsets Market Weakness in Europe share YTD in ∆% in % €m 186.1 Slowdown in Spain (-7%), Europe 42% 186.1 -6% ↘ Germany (-1%) & Italy (-4%

  12. Slide 12: Agenda

    Let’s Go Beyond_ Q2/H1 2025 Preliminary Earnings Call Agenda Highlights & Guidance 2025 | Marco Santos (Global CEO) Q2/H1 2025 Preliminary Results | Dr. Jochen Ruetz (CFO & deputy CEO) Megawork & 5-Year Strategy | Marco Santos (Global CEO) gft.com 24 July 2025 12

  13. Slide 13: GFT Steps into Major SAP Software Market – Megawork Acquisition in Brazil

    Let’s Go Beyond_ Q2/H1 2025 Megawork Preliminary Earnings Call GFT Steps into Major SAP Software Market – Megawork Acquisition in Brazil Fuels Profitable Large-Scale Growth FY 2025E 5-YEAR STRATEGY IN FULL EXECUTION CONTRIBUTION MEGAWORK * M&A Expansion Program: REVENUE e Focus on High Value-Added a

  14. Slide 14: Conclusion

    Let’s Go Beyond_ Conclusion  We demonstrated our resilience, achieving solid growth in H1 2025, despite global market challenges and strong FX headwinds.  We have diligently identified, owned and addressed Turnaround initiatives in specific markets as part of our strategy to build a solid foundati

  15. Slide 15: Let’s Go Beyond

    Let’s Go Beyond Andreas Herzog Maren Dallas Nicole Schüttforth Head of IR/CSR IR Manager Director IR T +49 711 62042-323 T +49 711 62042-350 T +49 711 62042-387 andreas.herzog@gft.com maren.dallas@gft.com nicole.schuettforth@gft.com © 2025 | GFT Technologies SE and its affiliates. All rights reserve

GFT Technologies — H1 2025 Earnings Presentation on 6ix