Comer Industries Spa · MIL:COM
Comer Industries Spa — Investor Presentation (May 2026)
30 slides from Comer Industries Spa's investor presentation, May 2026
Slide 1: Company Profile
COMPANY PROFILE
Slide 2: Timeline | Values | Purpose | Commitment
COMPANY PROFILE TIMELINE | VALUES | PURPOSE | COMMITMENT
Slide 3: Timeline
WHO WE ARE COMPANYPROFILE TIMELINE 2007 2025 Opening of Comer 1985 Industries 2015 Acquisition of Subsidiaries are 1996 Components in 2018 Comtesco Re-building of the step up in France, Opening the Matera and Comer Reggiolo Plant and Opening of Comer 2021 2023 Corporation, a JV Germany, UK and Mecha
Slide 4: Our Values
WHO WE ARE COMPANYPROFILE OUR VALUES PEOPLE The energy that driver growth, the most important resource of development. TEAMWORK To achieve collective results and to promote an inclusive approach to all company’s entities. COMMITMENT TO STAKEHOLDERS Towards efficiency leading to change. COURAGE AND P
Slide 5: Our Purpose
WHO WE ARE COMPANYPROFILE OUR PURPOSE TO CHANGE PEOPLE’S LIVES MAKING EASIER THE GLOBAL ACCESS TO SUSTAINABLE FOOD, STREETS, HOUSES AND ENERGY DEVELOPING ENGINEERING SOLUTIONS WITH AN UNCONVENTIONAL APPROACH. 5 COMER INDUSTRIES CORPORATION
Slide 6: Commitment & Approach
WHO WE ARE COMPANYPROFILE COMMITMENT & APPROACH SUSTAINABILITY IS A KEY FACTOR FOR US. Joining the United Nations Global Compact, the largest global initiative for sustainable development, based on respect for ten universal principles relating to human rights, labour, environment and anti-corruption
Slide 7: Historical Trends | Executive Team | Plants & People | Companies & Products
COMPANY PROFILE HISTORICAL TRENDS | EXECUTIVE TEAM | PLANTS & PEOPLE | COMPANIES & PRODUCTS
Slide 8: Historical Trends
COMPANY STRUCTURE COMPANYPROFILE HISTORICAL TRENDS SOLID BUSINESS COUPLED WITH GROWING PROFITABILITY. 16,75% 16,71% 16,20% 14,55% €M % on Revenues NEW GENERATION LEADERSHIP 12,27% 12,42% 11,30% CAGR 2016 | 2025: Revenues 11,4% 1,238 1,224 10,10% EBITDA 20,8% 1,048 942 8,71% 894 7,20% REVENUES 379 40
Slide 9: Executive Team
COMPANY STRUCTURE COMPANYPROFILE EXECUTIVE TEAM STORCHI MATTEO PRESIDENT & CEO GALLO KIYOSHI ANDREA ANDOH VP INTEGRATION - CEO COMTESCO TECHNOLOGY PALMIERI BENEDUSI STEFANO ROBERTA CHIEF FINANCIAL OFFICER GLOBAL BRAND & INTEGRATION DIRECTOR MASUCCI DI MATTEO ALESSANDRO ANDREA GLOBAL QUALITY GLOBAL H
Slide 10: Production Areas & People
COMPANY STRUCTURE COMPANYPROFILE PRODUCTION AREAS & PEOPLE 15 PRODUCTION AREAS & ABOUT 4,000 EMPLOYEES WORLDWIDE. GERMANY USA Lohmar PRODUCTION Sohland Rockford, Illinois Irxleben COUNTRIES + R&D center + R&D centers JAPAN 8 Tarui, Kobe + R&D centers PRODUCTION EUROPE FACILITIES 2,500 EMPLOYEES AMER
Slide 11: Our Brands
COMPANY STRUCTURE COMPANYPROFILE OUR BRANDS 11 COMER INDUSTRIES CORPORATION
Slide 12: Our Brands
COMPANY STRUCTURE COMPANYPROFILE OUR BRANDS Global leader in the design and production of advanced engineering systems and mechatronic solutions for power transmission, supplied to major manufactures of agricultural and industrial machinery worldwide. 12 COMER INDUSTRIES CORPORATION
Slide 13: Our Brands
COMPANY STRUCTURE COMPANYPROFILE OUR BRANDS The new hydraulic division of the Comer Industries Group. Extensive line-up of hydraulic equipment including motors, control valves, piston pumps, swing units and other components from mini/small to large size serving major excavator manufacturers. 13 COME
Slide 14: Our Brands
COMPANY STRUCTURE COMPANYPROFILE OUR BRANDS The division specialised in the design, development and production of electric motors and components oriented towards the enhancement of Italian manufacturing excellence in the mechanical sector, offering high efficiency and high- performance solutions. 14
Slide 15: Our Brands
COMPANY STRUCTURE COMPANYPROFILE OUR BRANDS The global industry leader for highly engineered, mission critical powertrain systems and services for demanding off-highway and industrial applications. 15 COMER INDUSTRIES CORPORATION
Slide 16: Our Brands
COMPANY STRUCTURE COMPANYPROFILE OUR BRANDS Offers all-round assistance on powertrain and drive-shaft requirements in industrial, marine and agricultural applications. 16 COMER INDUSTRIES CORPORATION
Slide 17: Our Brands
COMPANY STRUCTURE COMPANYPROFILE OUR BRANDS High-performance components for off-highway applications. Mechanics driveshaft’s products and technology deliver the power to harvest crops, move earth, mine resources and handle material. Rockford high-performance fan clutches sets the standard for reduct
Slide 18: Strategy | Markets | Partnerships
COMPANY PROFILE STRATEGY | MARKETS | PARTNERSHIPS
Slide 19: Drivers and Addressable Market
BUSINESS MODEL COMPANYPROFILE DRIVERS AND ADDRESSABLE MARKET FEEDING THE WORLD MASSIVE URBANIZATION According to researches, Growth in population to reach agricultural outputs need to grow 9,1 billion by 2050, coupled with by 70% by the middle century. migration form rural areas. 3-4 €B BUY RATHER T
Slide 20: Technology Portfolio
BUSINESS MODEL COMPANYPROFILE TECHNOLOGY PORTFOLIO FILLING THE TECHNOLOGICAL GAP TO ADDRESS CLIENT’S NEEDS 2020 2021 2022 2025 MECHANICAL TECHNOLOGY ELECTRIC PARTNER PARTNER HYDRAULIC PARTNER (1) PARTNER (1) PARTNER (1) (1) PARTNERSHIP WITH NABTESCO SINCE 2019 20 COMER INDUSTRIES CORPORATION
Slide 21: Our Products & Services
BUSINESS MODEL COMPANYPROFILE OUR PRODUCTS & SERVICES GEARBOXES E-MOBILITY AXLES & DUJ PTO SHAFTS TRAVEL UNITS PISTON PUMPS & CLUTCHES TRACTOR PLANETARY DRIVESHAFTS HYDROSTATIC FAN CLUTCH SWING UNITS MAIN CONTROL ATTACHMENT DRIVERS TRACTION VALVES SYSTEM (TAS) DRIVE (ICVD) AFTERMARKET PARTS DISTRIBU
Slide 22: Long-Term Partnership
BUSINESS MODEL COMPANYPROFILE LONG-TERM PARTNERSHIP OUR MAIN CUSTOMERS 22 COMER INDUSTRIES CORPORATION
Slide 23: Company Profile Q1 2026: Financial Indicators
COMPANY PROFILE FINANCIAL INDICATORS
Slide 24: Revenue performance
4. Q1 2026 COMER INDUSTRIES 2026 Revenue performance 20% organic growth has been achieved for the quarter amount in (€m) +53,8% Q/Q +20,0% Q/Q Comments: 8 72 +53,8% in Q1 2026 0 50 +20,0% Like for like vs Q1 2025 326 +23,7% excluding negative exchange rate impact 262 254 254 254 212 212 Pric
Slide 25: Revenue performance
4. Q1 2026 COMER INDUSTRIES 2026 Revenue performance Growth has been equally driven by both sectors amount in (€m) +53,8% Q/Q Comments: 72 +19,0% Agriculture Like for like 22 21 +21,0% Industrial Like for like Comtesco(1) included 100% in Industrial sector 326 Sector contribution: 212 AG. 40
Slide 26: Revenue performance
4. Q1 2026 COMER INDUSTRIES 2026 Revenue performance Double-digit LFL growth across all geographic regions amount in (€m) +53,8% Q/Q Comments: 72 +23,4% EMEA 10 8 25 +21,1% AMERICA(1) +18,3% APAC 326 Comtesco(2) makes +90% of its revenue in APAC 212 Geography contribution: EMEA 44%; AMERIC
Slide 27: EBITDA
4. Q1 2026 COMER INDUSTRIES 2026 EBITDA Lfl EBITDA margin @15,7% in the quarter 6 8 46 Comments 32 +14M€ EBITDA vs Q1 2025 15,7% 8,0% +70bps Lfl margin Q1 2025A EBITDA Lfl EBITDA M&A Q1 2026A New acquired company Comtesco EBITDA @8% 0,7% 1,7% 15,0% 14,0% Q1 2025A Δ Marging Lfl Δ Margin M&A Q1
Slide 28: Business trend
4. Q1 2026 COMER INDUSTRIES 2026 Business trend 21,2% 17,0% 22,0% 8,8% 0,4% (11,6%) (21,3%) (22,5%) (22,1%) 0,2% 17,5% 20,0% 12,3% (11,3%) (21,9%) 346 331 (27,1%) (9,1%) 326 322 275 267 312 304 299 7 7 275 272 272 259 Comments 257 249 235 233 6 6 213 212 214 72 125 117 198 Third quarter of LFL gro
Slide 29: NFP
4. Q1 2026 COMER INDUSTRIES 2026 NFP Net debt affected by M&A amount in (€m) +106M€ FY 2025A NFP M&A IFRS 16 Q1 2026A Comments: (29) (29) NFP increased 106M€ compared to 31/12/2025 (37) of which: (8) 100M€ (1) is attributed to the acquisition of Comtesco (137) (135) (100) 8M€ negative Operatin
Slide 30: Thanks for your attention
THANKS £08 YOU? ATTENTION COMER INDUSTRIES CORPORATION