Slide 1: Interim Report Investor Presentation April – June 2026
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Interim Report Investor Presentation April – June 2026 1
Slide 2: Presentation of Addnode Group's Interim Report April – June 2026
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Presentation of Addnode Group’s Interim Report April – June 2026 Johan Kristina Andersson Elfström Mackintosh President and Chief Executive Officer Chief Financial Officer johan.andersson@addnodegroup.com kristina.mackintosh@addnodegroup.com +46 70 420 58
Slide 3: Agenda
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Agenda • Addnode Group • Divisions • Cash flow and Balance sheet • Q&A Appendix 3
Slide 4: Addnode Group, Stable underlying business and improved efficiency
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Addnode Group, Stable underlying business and improved efficiency Key Highlights, Q2 2026 Key Financials, Q2 2026 2021 – 2026 R12 Q2 Q21) Change 2026 • Adjusted organic growth -5 percent. 2026 2025 % R12 Net sales, 7 000 1 050 • Impacted by renewal cycle o
Slide 5: Net Sales Q2 2025 → Q2 2026
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Net Sales Q2 2025 → Q2 2026 SEK m 1 600 1 457 158 1 449 • Net sales amounted to SEK 1,449 m 1 400 -78 -7 (1,457). -80 1 200 • Currency effects, mainly a weaker USD, 1 000 had an impact of approximately SEK -7 m (-69) on net sales. 800 600 • Organic growth
Slide 6: Mission-critical Solutions with High Customer Retention
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Mission-critical Solutions with High Customer Retention SEK bn 6 5 62% 4 2026 R12 36% 39% 3 Recurring Revenue 2 2026 R12 1 25% 0 Partner Software Own Software Services 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 R12 Partner Software Own Software
Slide 7: Customer Cases
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Customer Cases AI Enhances Hospital Operations PLM and ERP Integration in a Cloud Environment Background Background Our strong • Rosenxt, a developer of robotics, sensors, and physical AI, • The Hospital of the University of Pennsylvania wanted needed to i
Slide 8: Broader Shareholder Base
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Broader Shareholder Base 31 March 2026 Owner Share Class A Share Class B Share Capital Voting Rights Staffan Hanstorp & Jonas Gejer 2 501 328 3 238 496 4,20% 16,42% Key Takeaways: Q2 vs Q1 2026 Lannebo Kapitalförvaltning 15 210 142 11,14% 8,84% Dick Hassel
Slide 9: INTERIM REPORT APRIL - JUNE 2026
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 9
Slide 10: Three Divisions
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Three Divisions Share of Net Sales* Q2 2026 Share of EBITA* Q2 2026 Design Management Process 20% Process Management Management, 55% 32% Design Management, 38% Product Lifecycle Product Management Lifecycle 25% Management, 30% * Before eliminations / centr
Slide 11: Design Management
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Design Management Key Highlights, Q2 2026 Key Financials, Q2 2026 2021 – 2026 R12 Q2 Q21) Change 2026 • Net sales decreased by 11 percent to 3 000 600 2026 2025 % R12 SEK 560 m (627). Net sales, ‒ Sales of partner software significantly SEK m 560 627 -11 2
Slide 12: Design Management
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Design Management SEK m 700 627 600 86 560 -65 -8 500 -80 * 400 300 200 100 0 Organic (excl FX) Acquisitions (excl FX) Q2 2026 Q2 2025 Adj. early renewals* Currency * Q2 2025 was positively impacted by early renewals of 3-year Autodesk subscriptions in Sym
Slide 13: Design Management
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Design Management SEK m 700 627 600 86 560 -65 -8 500 -80 * 400 300 - 82 3rd party software (ADSK and other) +17 Own software and services 200 - 65 MSEK 100 0 Organic (excl FX) Acquisitions (excl Q2 2026 Q2 2025 Adj. early renewals* FX) Currency * Q2 2025
Slide 14: Product Lifecycle Management
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Product Lifecycle Management Key Highlights, Q2 2026 Key Financials, Q2 2026 2021 – 2026 R12 • Net sales decreased by 1 percent to Q2 Q2 Change 2026 SEK 438 m (444) 2026 2025 % R12 2 000 200 ‒ Organic growth decreased by 4 percent Net sales, SEK m 438 444
Slide 15: Process Management
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Process Management Key Highlights, Q2 2026 Key Financials, Q2 2026 2021 – 2026 R12 Q2 Q21) Change 2026 • Net sales increased by 18 percent to 2026 2025 % R12 SEK 463 m (394) 2 000 450 Net sales, ‒ Organic growth increased by 2 percent 1 750 400 SEK m 463 3
Slide 16: Improvement in Cash Flow from operating activities
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Improvement in Cash Flow from operating activities 180% 160% 140% Changed Payment Terms 120% 3 Year 1 Year 100% Payments Payments 80% 70% 60% 40% 20% 0% LTM FCF/EBITA Average Definition of Cash Conversion: R12 FCF / EBITA 16 Definition of Free Cash Flow (F
Slide 17: Leverage and Balance Sheet
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Leverage and Balance Sheet Financial Target 3,0x 3 000 2,5 2,5x 2,4 2 500 NET DEBT / EBITDA 2,0 <2.5x 2,0x 2 000 1,5x 1,3 1 500 1,1 1,0x 0,8 1 000 0,7 0,6 0,5 0,5x 0,4 0,4 500 0,0x 0 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 R12 Net Debt, SEK
Slide 18: Addnode Group's Growth Journey
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Addnode Group’s Growth Journey Financial Target 1 000 903 900 863 870 800 728 EBITA GROWTH 15% 700 640 600 500 461 400 356 327 298 300 212 200 171 100 0 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 R12 EBITA, SEK m 18
Slide 19: Questions & Answers
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Questions & Answers 19
Slide 20: Appendix
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Appendix 20
Slide 21: Financial Targets
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Financial Targets 15 EBITA Growth % 17 % EBITA Margin 30-50 % Dividend Policy < 2.5 x Net Debt / EBITDA 21
Slide 22: Organic and Acquisition-led Growth Strategy
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Organic and Acquisition-led Growth Strategy Net Sales, SEK bn 7% 5,793 6% 5,592 -3% 5% 13% 5,020 3% 26% 4,339 12% 7% 3% 3,124 4% 4% 4% 2,785 -1% 2,856 8% 3% 2,569 7% 6% 2,306 14% 4% 2,046 1,742 3 10 4 3 4 4 5 3 7 10 2015 2016 2017 2018 2019 2020 2021 2022
Slide 23: EBITA Margin Development
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 EBITA MARGIN DEVELOPMENT Financial Targets 1 000 20,0 900 15,6 14,9 18,0 EBITA Margin Target: 17% 16,8 800 15,4 16,0 14,8 EBITA MARGIN 700 14,0 17% 12,5 12,7 11,6 11,8 600 12,0 500 9,2 10,0 8,3 400 8,0 300 6,0 200 4,0 100 2,0 0 0,0 2016 2017 2018 2019 2020
Slide 24: 93 Acquisitions Since Inception of Addnode Group 2003
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 93 Acquisitions Since Inception of Addnode Group 2003 5D Systemkonsult Essvision Arkiva CAD Teknikk Stamford Athena Spatial Technology BSD Voice Provider SWG Cadi Intrinsys Mapfactory Infostrait Centus Faester Sci Canella Decernogruppen Abou Technia Ida In
Slide 25: Acquisitions Since Inception of Addnode Group 2003 (continued)
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 93 Acquisitions Since Inception of Addnode Group 2003 (continued) Congere Railit PCskog Unizite Genus Excitech Repro Products Netpublicator TPM Apps FF Solutions Scanscot S-Group SolidCAD Solutions X10D Solutions Elpool ACAD-Plus Procad Budsoft Claytex Opt
Slide 26: Key Financials
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 2026-07-15 Key Financials 2020 2021 2022 2023 2024 2025 2026R121) Net Sales, SEK bn2) 2.9 3.1 4.3 5.0 5.6 5.8 5.9 Net Sales growth, % 3 9 39 16 11 4 2 EBITA, SEK bn 0.4 0.5 0.7 0.6 0.9 0.9 0.9 EBITA margin, %2) 12.5 14.8 16.8 12.7 15.4 15.6 14.9 EBT, SEK b
Slide 27: Consolidated Financial Position
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 2026-07-15 Consolidated Financial Position 30 June 30 June SEK m 2026 2025 Change Intangible Non-current Assets 5,946 4,142 1,804 Other Non-current Assets 374 358 16 Net Working Capital -236 -328 92 Total Assets 6,084 4,172 1,912 Equity 2,844 2,411 433 Pro
Slide 28: Consolidated Cash Flow
INTERIM REPORT APRIL - JUNE 2026 2026-07-15 Consolidated Cash Flow Apr-Jun Apr-Jun YTD June YTD June SEK m 2026 2025 Change 2026 2025 Change Operating profit 58 170 -112 244 319 -75 Adjustments for other non-cash items 134 91 43 251 206 45 Net financial items -64 -38 -26 -63 -48 -15 Tax paid -41 -60
Slide 29: A Global Group
2026-07-15 INTERIM REPORT APRIL - JUNE 2026 A Global Group Net Sales 2026 Q2 Sweden 37% USA 19% Germany 12% Countries Continents 20 5 UK 10% Other 22% 29