Mobimo Holding Ag · SIX:MOBN
Mobimo — Investor Presentation (2026)
28 slides from Mobimo's investor presentation, 2026
Slide 1: Mobimo in the Aeschbachquartier, Aarau
Mobimo in the Aeschbachquartier, Aarau Marco Tondel, Head of Development Image: Mobimo
Slide 2: Agenda items
Agenda items Starting point Current projects in the Aeschbachquartier Critical assessment of the site Outlook
Slide 3: Starting point
Starting point Image: aeschbaach-quartier.ch
Slide 4: Location
Starting point Location Torfeld Nord Old town Future stadium Railway Aeschbach- station Aarau quartier Hintere Bahnhofstrasse Cantonal hospital new building to be completed in 2027 8 May 2026 | Mobimo Capital Markets Day 2026 4
Slide 5: Aarau, Aeschbachquartier
Aarau, Aeschbachquartier | 5
Slide 6: It all began with baking machines
Starting point It all began with baking machines › Aarau railway station opens in 1856. › Industrial firms such as Oehler & Cie., F. Aeschbach AG and Sprecher & Schuh establish themselves. › Fritz Aeschbach invents the Artofex kneading machine and exports it worldwide. › The Aeschbachhalle is built
Slide 7: The transformation of the Aeschbachquartier
Starting point The transformation of the Aeschbachquartier 2015 2028 office use 122 rental apartments owner: GastroSocial (under construction) owner: Mobimo 7 3 2 1 2026 2012 126 rental apartments office 4’500 m² 6 (under construction) owner: Mobimo owner: Mobimo 5 1 2018 167 rental apartments 4’600
Slide 8: Financial benefits for Mobimo
Starting point Financial benefits for Mobimo A look back at the 2010 – 2025 period CHF million Investment properties Development & trading properties Existing investment properties Return 24% on capital appreciation 4 3 1 2 5 261 157 30 127 261 Gross yield 4.1% (on fair value) 6.4 Total Fair Target
Slide 9: Social benefits for the neighbourhood
Starting point Social benefits for the neighbourhood › Bridging the gap between industry and urban regeneration. › Sustainability: unsealing, DGNB Gold certification. › Mixed-use development › 507 apartments for over 1,000 residents › Approx. 20,000 m² of office and retail space › Shops for everyday
Slide 10: Current projects in the Aeschbachquartier
Current projects in the Aeschbachquartier Image: Mobimo
Slide 11: Construction sector 1 – Hallenhaus and Hofhaus
Current projects in the Aeschbachquartier Construction sector 1 – “Hallenhaus and Hofhaus” Construction sector 1 126 rental apartments owner: Mobimo 8 May 2026 | Mobimo Capital Markets Day 2026 11
Slide 12: Construction sector 1 – Hallenhaus and Hofhaus
2. Current projects in the Aeschbachquartier Construction sector 1 – “Hallenhaus and Hofhaus” › 126 rental apartments are being built › Under construction since early 2024; completion is scheduled for mid-2026 › Two buildings: › Hofhaus (courtyard house): a timber-framed house › Hallenhaus (hall hou
Slide 13: Image: Baumberger Stegmeier Architektur
Image: Baumberger Stegmeier Architektur | 13
Slide 14: From the vision… …to reality
Image: Baumberger Stegmeier Architektur Bild Mobimo Image: Baumberger Stegmeier Architektur Image : Mobimo From the vision… …to reality Image : Mobimo | 14 Image : Mobimo Image : Mobimo Image : Mobimo
Slide 15: Construction sector 2 – Nordbau
Current projects in the Aeschbachquartier Construction sector 2 – “Nordbau” Construction sector 2 122 rental apartments owner: Mobimo 8 May 2026 | Mobimo Capital Markets Day 2026 15
Slide 16: Construction sector 2 – Nordbau
Current projects in the Aeschbachquartier Construction sector 2 – “Nordbau” › 122 rental apartments and 200m² of commercial space are planned. › Construction has begun; excavation work is currently under way. › Completion is scheduled for spring 2028. › To reduce the grey energy / grey CO² the struc
Slide 17: Critical assessment of the site
Critical assessment of the site image: Mobimo
Slide 18: It's worth developing a site like this
Critical assessment of the site It’s worth developing a site like this Even though… › it takes time, capital, patience and perseverance. › not everything went smoothly from the start (e.g. Aeschbachhalle). But… › we were able to generate significant added value Bild: Mobimo (brownfield site vs. resi
Slide 19: Outlook: Key projects
Outlook: Key projects
Slide 20: Key projects in the planning phase for own portfolio
Development & Realisation: Outlook Key projects in the planning phase for own portfolio Zurich, Thurgauer-Siewerdtstr. Lausanne, Pl. de la Gare Zurich, RAD-Areal Wangen-Brüttisellen, Erni-Areal Dielsdorf, Krummibuckweg Lausanne, Ch. de Montétan Langenthal, Geiser-Areal Zurich, Thurgauerstrasse 23; S
Slide 21: Key projects in the planning phase for own portfolio
Development & Realisation: Outlook Key projects in the planning phase for own portfolio Zurich, Thurgauer-Siewerdtstr. Lausanne, Pl. de la Gare Zurich, RAD-Areal Wangen-Brüttisellen, Erni-Areal Dielsdorf, Krummibuckweg Lausanne, Ch. de Montétan Langenthal, Geiser-Areal Lausanne, Place de la Gare 10;
Slide 22: Key projects in the planning phase for own portfolio
Development & Realisation: Outlook Key projects in the planning phase for own portfolio Zurich, Thurgauer-Siewerdtstr. Lausanne, Pl. de la Gare Zurich, RAD-Areal Wangen-Brüttisellen, Erni-Areal Dielsdorf, Krummibuckweg Lausanne, Ch. de Montétan Langenthal, Geiser-Areal Zurich, Birchstrasse 149 (RAD-
Slide 23: Key projects in the planning phase for own portfolio
Development & Realisation: Outlook Key projects in the planning phase for own portfolio Zurich, Thurgauer-Siewerdtstr. Lausanne, Pl. de la Gare Zurich, RAD-Areal Wangen-Brüttisellen, Erni-Areal Dielsdorf, Krummibuckweg Lausanne, Ch. de Montétan Langenthal, Geiser-Areal Railway station Wangen-Brüttis
Slide 24: Key projects in the planning phase for trading properties
Development & Realisation: Outlook Key projects in planning the phase for trading properties Zurich, Thurgauer-Siewerdtstr. Lausanne, Pl. de la Gare Zurich, RAD-Areal Wangen-Brüttisellen, Erni-Areal Dielsdorf, Krummibuckweg Lausanne, Ch. de Montétan Langenthal, Geiser-Areal Dielsdorf, Krummibuckweg
Slide 25: Key projects in the planning phase for trading properties
Development & Realisation: Outlook Key projects in planning the phase for trading properties Zurich, Thurgauer-Siewerdtstr. Lausanne, Pl. de la Gare Zurich, RAD-Areal Wangen-Brüttisellen, Erni-Areal Dielsdorf, Krummibuckweg Lausanne, Ch. de Montétan Langenthal, Geiser-Areal Lausanne, Chemin de Monté
Slide 26: Key projects in the planning phase for trading properties
Development & Realisation: Outlook Key projects in the planning phase for trading properties Zurich, Thurgauer-Siewerdtstr. Lausanne, Pl. de la Gare Zurich, RAD-Areal Wangen-Brüttisellen, Erni-Areal Dielsdorf, Krummibuckweg Lausanne, Ch. de Montétan Langenthal, Geiser-Areal Langenthal, Kühlhausstras
Slide 27: Disclaimer
Disclaimer The financial data as well as the other information presented herein constitute selected information. The information in this presentation does not constitute an offer or invitation and may not be construed as a recommendation by us to purchase, hold or sell shares of Mobimo Holding AG. T
Slide 28: Mobimo Holding AG
Mobimo Holding AG Rütligasse 1 CH-6000 Lucerne info@mobimo.ch +41 41 249 49 80