Swissnet Ag · XETR:81D
Swissnet — Investor Presentation (September 2025)
43 slides from Swissnet's investor presentation, September 2025
Slide 1: Welcome to the World of Seamless IT Solutions
WELCOME TO THE WORLD OF SEAMLESS IT SOLUTIONS. INVESTOR PRESENTATION September 2025
Slide 2: swissnet Group – Investment Highlights
swissnet Group – Investment Highlights Unique investment opportunity in the ICT solutions sector End-to-end ICT solutions covering the entire customer value chain and leveraging AI to scale Hyperbolic revenue growth driven by 30%+ organic growth and accretive , synergetic acquisitions Well-diversifi
Slide 3: With Smart, Fully Cloud-based Technologies, We Create Real Added Value
swissnet Group: With Smart, Fully Cloud-based Technologies, We Create Real Added Value For Our Business Customers and Investors We are the global experts for … • Digitalization • Managed IT services • Location-based marketing • Digital hospitality solutions • ICT infrastructure • Wi-Fi-Services for
Slide 4: Positioned to Become a Global Leader in Digital Infrastructure
Positioned to Our Vision Become a Global Establish a global leader in digital infrastructure and location-based marketing, delivering Leader in Digital innovative, AI-driven solutions for retail, healthcare, and hospitality sector Infrastructure Global Expansion Growth Scale to over 30,000 Driving s
Slide 5: Comprehensive Technology Solutions Across the Digital Customer Value Chain
swissnet Group Delivers Comprehensive Technology Solutions Across The Entire Digital Customer Value Chain Engagement Hardware Monitoring Signage Analytics Connectivity Security Conferencing Marketing Consulting Support Video SaaS / LBM Connectivity Solutions Managed Infrastructure Media Solutions Lo
Slide 6: swissnet Group's Two Geographical Pillars
swissnet Group’s Two Geographical Pillars DACH International Established market leader in ICT infrastructure and end-to-end Delivering ICT infrastructure, managed IT services, and system software development solution in the DACH region. Focused on integrations for customers ranging from FMCG to reta
Slide 7: Two Product Pillars With >75% Recurring Revenues
swissnet Group’s Two Product Pillars With > 75% Recurring Revenues SaaS Infrastructure Cloud-based software solutions Leader in Wi-Fi hotspot solutions, ICT services as a leading ICT player across Healthcare, Retail and Hospitality sectors • AI technology across all solutions including: • AI SaaS ho
Slide 8: swissnet Group's Recurring Revenue Model
swissnet Group’s Recurring Revenue Model Recurring Revenue Project-based, non-recurring revenue • 100% of SaaS segment revenue is recurring including Cloud- based software solutions provided by Socialwave, FREDERIX, swissnet • 50% of Infrastructure segment revenue is non-recurring including IT-infra
Slide 9: Diversified Global Customer Base Across Sectors, Regions
Diversified Global Customer Base Across Sectors, Regions Revenue split by geography (2025E) Revenue split by industry (2025E) Revenue split by largest customers (2025E) Germany Switzerland MENA Hospitality Retail Healthcare Other Top 10 customers Others 10% 62% 22% 30% 15% 57% 21% 45% 38% Diversifie
Slide 10: swissnet Group: International Platform
swissnet Group: International Platform Established markets International markets DACH(1) MENA APAC RoW • Headquarters in Berg • Established swissnet • Established swissnet • Further expansion (Switzerland) and Munich International in 2025 as a APAC after the win of of global operations (Germany) reg
Slide 11: Exponential Growth Strategy Through Internationalization, Vertical Expansion And Upselling
Exponential Growth Strategy Through Internationalization, Vertical Expansion And Upselling LAYERS OF GROWTH VERTICAL EXPANSION/ UP- AND CROSS-SELL/ ORGANIC GROWTH INTERNATIONALISATION ACQUISITIONS NEW PRODUCTS • High single digits expected organic • Vertical expansion via across multiple • Historica
Slide 12: Historical Organic Revenue Growth – By Region
swissnet Group – Historical 20%+ Organic Revenue Growth Accelerated Through Group Synergies - By Region CHF MM YoY growth 40.0 50.0% ~30% 25% 30.0% 27% 30.0 ~28-30 9% 10.0% 21.2 0.2 20.0 -10.0% 17.0 15.5 0.1 - 11.3 -30.0% 0.6 10.0 21.0 15.5 16.9 -50.0% 10.8 - -70.0% FY 2022A FY 2023A FY 2024A 1H 202
Slide 13: Historical Organic Revenue Growth – By Product
swissnet Group – Historical 20%+ Organic Revenue Growth Accelerated Through Group Synergies - By Product CHF MM YoY growth 40.0 50.0% ~30% 25.2% 27.1% 30.0% 30.0 29.0 9.1% 10.0% 21.2 14.5 20.0 -10.0% 17.0 15.5 13.8 11.3 -30.0% 10.5 10.0 9.4 6.5 14.4 -50.0% 6.1 6.4 7.4 4.8 - -70.0% FY 2022A FY 2023A
Slide 14: Group History Part I
Group History Part I 2006 Foundation swissnet ag Headquarters Switzerland 2015 Foundation beaconsmind Headquarters Switzerland Middle East Expansion 2021 Regional office & entity GCC Dubai Our Vision 2021/2022 Going Public beaconsmind Euronext & Frankfurt Stock Exchange 2022 Netzwerkkontor becomes p
Slide 15: Group History Part II
Group History Part II MAR 2023 FREDERIX acquired Netopsie (GER) Headquarters Netopsie Hannover, Germany Socialwave (GER) Acquisition MAR 2023 Headquarters Socialwave Munich, Germany OCT 2023 KADSOFT (GER) & T2 (GER) Acquisition MAY 2024 Spain Expansion NOV 2024 Acquisition of swissnet AG (CH) and Lo
Slide 16: Strong Global Footprint Across 8+ Locations
Strong Global Footprint: On-site For Customers Across 8+ Locations & Multiple Markets, Ensuring Exceptional Service Berg, Munich, Hannover, Dresden, Barcelona, Dubai, Beirut, Singapore, CH DE DE DE ESP UAE LB SG Strong global presence: swissnet group supports over 10,000 customers and is rapidly exp
Slide 17: Large Scale Global Customer Base In Retail, Hospitality And Healthcare
Large Scale Global Customer Base In Retail, Hospitality And Healthcare DACH International 17
Slide 18: Diversified And Recurring Revenue Streams – DACH
Diversified And Recurring Revenue Streams Driven By Blue- chip Customers - DACH Service % Total Revenue 2025E Top Customers Recurring Contract(s) Infrastr. SaaS Description (CHF MM) Revenue(1) Value(2) VOIP, SD-WAN, advanced Wi-Fi SaaS + infrastructure 5.2 45% >10.0 solutions in 1,400 stores across
Slide 19: Growing Customer Base On The International Segment
Growing Customer Base On The International Segment Service % Total Revenue 2025E Top Customers Recurring Contract(s) Infrastr. SaaS Description (CHF MM) Revenue(1) Value(2) Network and Wi-Fi Upgrades 0.3 0% 0.3 Switches revamp and VxRail Software licenses and 0.4 100% 0.4 Support Renewal Entreprise
Slide 20: Recent Achievements: Highlights From Key Projects
Recent Achievements: Highlights From Key Projects New Major Projects swissnet International Contracts Major contract of swissnet Digitalization of infrastructure International in hotel chain • Customer Name: : • Customer: DACH hotel chain multinational Abu Dhabi headquartered hotel chain • Project:
Slide 21: Growth Driven By Recent New Contracts + Upselling
Growth Driven By Recent New Contracts + Upselling Existing Customers New Customer Contracts Upselling of New Customer Contracts Digitalization of POS system Major contract with Müller in Germany and Austria • Customer Name: Müller • Customer: International tobacco company • Project: Modernization of
Slide 22: Case Study: New DACH SaaS Customer
Case Study: New DACH SaaS Customer Major Wi-Fi SaaS Project New International Wi-Fi Project ▪ Customer: One of the largest European food discounters ▪ Project: Establish a high-availability, customer-oriented guest Wi-Fi network that allows users to browse securely, in swissnet Group Wins New Intern
Slide 23: Case Study: Müller Infrastructure&SaaS
Case Study: Müller Infrastructure&SaaS Internet, Telephony And CloudWiFi Infrastructure: Internet + telephony SaaS: CloudWiFi Müller appointed swissnet Group to set up a reliable customer Wi-Fi Acquired as a customer in 2016 and during the initial meeting, their solution and to establish its mobile
Slide 24: Case Study: Upselling Significant DACH Customer
Case Study: Upselling Significant DACH Customer DEVELOPED BY SWISSNET SWISSNET Wi-Fi Phone From swissnet Group developed for tough daily use The SN2103 WLAN phone offers exceptional durability, functionality, and performance for everyday retail use. With waterproof and drop- resistant construction u
Slide 25: Case Study: Combined DACH Infrastructure&SaaS Customer
Case Study: Combined DACH Infrastructure&SaaS Customer swissnet Group won LIDL as it was looking for a reliable customer Wi-Fi solution to establish its mobile customer app swissnet Group implemented Hotspots in 10,000+ Supermarkets to offer seamless and fast Wi-Fi internet access +50,000 additional
Slide 26: swissnet Next Generation LBM Software Suite
swissnet Next Generation LBM Software Suite Location-Based Marketing (LBM) PLUG-&-PLAY FEATURES An end-to-end digital infrastructure and customer experience platform that is a scalable Frictionless Data Capture App-free connection via Wi-Fi, QR or NFC and subscription-based LBM SaaS platform. AI-Pow
Slide 27: LBM Customer Impact: Six Steps to Boost Revenue
LBM Customer Impact: Six Steps to Boost Revenue Digitalization of physical spaces to deliver personalized, memorable experiences – powered by the Lokalee SaaS platform. Connect Recognize QR code enables instant Wi-Fi Identifies users and builds access. One tap, no app needed GDPR-compliant profiles
Slide 28: LBM Direct Monetization: 30% Conversion Rate
LBM Direct Monetization: 30% Conversion Rate and Proven Industry Results Conversion Funnel & ROI Impact 85% Open Wi-Fi landing page 75% Connect and share contact details 30% Engage with campaigns and register online = Direct monetization: acquire new customers and deliver tailored offers Proven Resu
Slide 29: LBM Case Study: Digital Guest Experiences (1/2)
LBM Case Study: The Future of Digital Guest Experiences (1/2) Tourist Hotspot – a case study powered by the LBM platform swissnet CloudWiFi foundation ▪ Unifies multiple hotspots across the region How CloudWiFi Drives the Solution ▪ Captures consented profiles on the Wi-Fi start page ▪ Generates con
Slide 30: LBM Case Study: Digital Guest Experiences (2/2)
LBM Case Study: The Future of Digital Guest Experiences (2/2) A Tourist Hotspot case study on the LBM software platform How swissnet LBM & Lokalee Powers the Experience ▪ Curates AI-driven local recommendations (dining, events, shopping) ▪ Automates campaigns & loyalty tools ▪ Drives upselling & cro
Slide 31: Lokalee: A Fully Integrated Guest Experience Solution
Lokalee: A Fully Integrated Guest Experience Solution From self-check-in to curated and memorable travel experiences Unlock revenue beyond the room — while optimizing spend within it. Personalized Recommendations Restaurants, activities & services in real time Revenue Driver Boosts cross-selling & p
Slide 32: swissnet International: Partnering with Global Technology Leaders
swissnet International: Partnering with Global Technology Leaders to Serve International Chains and Local Champions Connecting cloud, infrastructure, guest technology, and services Managed XaaS into intelligent ecosystems that accelerate digital transformation. • Shared Services Your global technolo
Slide 33: swissnet International: Partnering with Leading Global Brands
swissnet International: Partnering with Leading Global Brands 33
Slide 34: Executive Management Leadership
Executive Management Leadership Jonathan Sauppe Roger Tabbal Ivana Koch Boris Tölzel Co-CEO - DACH Co-CEO - International CFO CCO DACH • CEO DACH of swissnet • CEO International of • CFO of swissnet Group • CCO DACH of Group swissnet Group • Over 9 years swissnet Group • Founder and previous • Over
Slide 35: Strategic And Operational Board Leadership
Strategic And Operational Board Leadership Christian Legros Andreas Wyss Dr. Andreas Krobath CHAIRMAN BOARD MEMBER BOARD MEMBER • Transaction experience from over • In charge of new acquisition • International active entrepreneur 20 M&A deals and two IPOs valuation at swissnet Group as founder/co-fo
Slide 36: Key KPIs – By Region
swissnet Group: Key KPIs – By Region In CHF MM (except no. of DACH International Customers and Hotspots) Number of Customers 10,035 + 250 = 10,285 Wi-Fi Hotspots ~86,000 + ~25,000(1) = ~111,000 Revenues 25E ~23-24 + ~5-6 = ~28-30 EBITDA 1H 25A(2) 2.3 + (0.1)(3) = 2.3 EBITDA Margin 25E ~20% + n.m.(3)
Slide 37: Key KPIs – By Product
swissnet Group: Key KPIs – By Product In CHF MM (except no. of Infrastructure(1) SaaS(1) Customers and Hotspots) Number of Customers 990 + 9,295 = 10,285 Wi-Fi Hotspots(3) ~25,500 + ~85,500 = ~111,000 Revenues 25E ~13.5-14.5 + ~14.5-15.5 = ~28-30 EBITDA 1H 25A(2) 0.9 + 1.4 = 2.3 EBITDA Margin 25E(4)
Slide 38: Accelerating Revenue Growth + Critical Scale
Accelerating Revenue Growth + Critical Scale Revenue growth YoY 24E-25E of ~30%, from CHF 21.0MM in PF2024(1) to ~CHF 28-30MM in 2025E CHF MM Infrastructure DACH Software DACH International 35 30 ~28-30 25 21.0 20 16.9 15 13.6 11.3 10.4 10 0.6 6.4 5 6.4 7.4 4.3 0 (1) (1) PF2023 PF2024 1H 2025A 2025E
Slide 39: Transformational EBITDA And FCF Growth
Transformational EBITDA And FCF Growth 1H 2025 EBITDA amounted to CHF 2.3MM demonstrating strong EBITDA growth CHF MM 7.0 ~70% 100% 59% 50% 6.0 ~5.5-6.0 0% 5.0 -50% 4.4 -100% 4.0 -150% 3.0 3.0 -200% 2.3 -250% 2.0 n.m. 1.5 -300% 1.0 0.8 0.4 1.4 -350% 0.4 0.8 - -400% (1) (1) 2023A 2024A 1H 2025A 2025E
Slide 40: Historical Financials
Historical Financials Actual 1H 2024/1H 2025 and FY2023/FY2024 Pro-forma swissnet Group FY24 In TSD. CHF 1H 2024A 1H 2025A %change FY 2023A FY 2024A %change 3 In TSD. CHF Pro-forma swissnet Group FY24(1) 1 Revenue 5,921 11,333 91% 6,172 13,066 112% Revenue 21,007 thereof: Hardware 2,874 4,832 68% 1,
Slide 41: Balance Sheet
Balance Sheet Assets (MM. CHF) FY 2024A 1H 2025A Equity and Liabilities (MM. CHF) FY 2024A 1H 2025A Inventories 0.4 0.8 Current Lease 0.2 0.2 Trade and other receivables 2.8 3.1 Trade and other payables 1.8 1.6 Accrued income and prepaid expenses 1.4 2.5 Accrued expenses and deferred income 1.6 3.1
Slide 42: Shareholder Summary: swissnet Group stock
Shareholder Summary: swissnet Group stock STOCK SUMMARY SHAREHOLDING ISIN/WKN/TICKER CH0451123589 / A2QN5W swissnet Seller 4.6% eKomi Holding GmbH 4.6% Socialwave Seller Number of Shares 8,484,798 6.6% Crown Fund S.C.A. SICAV- RAIF 44.6% Stock Exchanges Frankfurt Stock Exchange Free Float 15.8% Mark
Slide 43: Contact us
Contact us Co-CEO - DACH: Jonathan Sauppe j.sauppe@swissnet.ag Co-CEO - International: Roger Tabbal R.Tabbal@swissnet.ag Email press@swissnet.ag HEADQUARTERS swissnet Group Andhauserstrasse 62 8572 Berg Switzerland
swissnet Group — Investor Presentation (September 2025) on 6ix