Aumann Ag · XETR:AAG
Aumann — Aumann Ag Ord — H1 2026 Earnings Presentation
21 slides from Aumann's earnings presentation, Aug 13, 2026
Slide 1: Earnings Call H1 2026
Earnings Call H1 2026 Aumann AG 13 August 2026
Slide 2: Aumann is a leading manufacturer of automation solutions and robotics applications
Aumann is a leading manufacturer of automation solutions and robotics applications Fully automated production lines for international customers Strategic focus on E-mobility… Predicted global EV* market shares in % Emissions Regulations ICE >75% Lower Operating Costs >55% EV 28% 2024A 2030FC 2035FC
Slide 3: Unique range of solutions tailored to the requirements of electromobility
Unique range of solutions tailored to the requirements of electromobility Modular solutions Process solutions Turnkey solutions up to 10 m2 per cell up to 600 m2 up to 16.000 m2 Aumann competences Converting Assembly Winding Joining Automation Industry 4.0 3
Slide 4: E-mobility success through innovation and strategic M&A
Aumann’s journey in the E-mobility segment E-mobility success through innovation and strategic M&A E-MOTOR TECHNOLOGY (M&A) INVERTER LEADER TARGET BATTERY BATTERY CELL MARKET MODULE & PACK (M&A) 4
Slide 5: Electromobility comes to life on Aumann's production lines
Electromobility comes to life on Aumann’s production lines Electric Drive Unit Stator Rotor Electronics Sensors Inverter Battery Control System Energy Storage Fuel Cell Battery Cell Battery Module Battery Pack 5
Slide 6: BEV's are expected to make up two thirds in 2035
BEV’s are expected to make up two thirds in 2035 BEV sales of selected regions Predicted Global EV Market Share in million units market shares in % 9% 6.6 6.0 -5% 3.7 3.6 35% 66% 1.6 -22% 1.2 41% 0.6 0.5 15% 2024A 2030FC 2035FC 2025 H1 2026 H1 BEV PHEV ICE Quelle: PWC, ACEA, BCG 6
Slide 7: Next Automation segment focusing on further growth areas
Aumann’s ambitions outside automotive in the Next Automation segment Next Automation segment focusing on further growth areas TECHNOLOGY NEXT INNOVATOR AEROSPACE AUTOMATION GROWTH AREAS CLEAN TECH LIFE SCIENCES OUTSIDE AUTOMOTIVE 7
Slide 8: Key progress across Next Automation Growth Areas
Key progress across Next Automation ▪ AEROSPACE: Aumann won orders supporting civil aircraft production ramp-ups in the aviation sector as well as drone Aerospace motor production and testing solutions, while offering further integrated drone assembly lines ▪ CLEAN TECH: Aumann won orders for photov
Slide 9: Financial Performance H1 2026
Financial Performance H1 2026
Slide 10: Financial Performance H1 2026 - Key figures
Financial Performance H1 2026 Key figures ▪ Revenue decreased by 34.8% YOY to €70.6 million, while Next Automation grew by 23.0% YOY €70.6 million Revenue ▪ EBITDA margin remained solid at 10.5%, demonstrating effectiveness of efficiency measures and operational strength 10.5% EBITDA margin ▪ Order
Slide 11: Revenue decline driven by E-mobility segment, while Next Automation segment grew by 23.0% YoY
Revenue decline driven by E-mobility segment, while Next Automation segment grew by 23.0% YoY Revenue Next Automation revenue in € million in € million +23% -35% 108.3 23.2 Segment share 18.8 70.6 89.4 47.4 67.2% 18.8 23.2 32.8% 6M 2025 6M 2026 6M 2025 6M 2026 E-mobility Next Automation Not shown ef
Slide 12: Lower volumes impacted absolute results, while both segments maintained high profitability
Lower volumes impacted absolute results, while both segments maintained high profitability EBITDA E-mobility EBITDA in € million and in % of revenue in € million and in % of revenue 10.5% 10.5% 11.9% 12.3% 11.4 10.7 7.4 10.7 5.9 5.9 2.5 2.7 6M 2025 6M 2026 6M 2025 6M 2026 E-mobility Next Automation
Slide 13: Next Automation strengthens order book with a book-to-bill ratio of 1.63
Next Automation strengthens order book with a book-to-bill ratio of 1.63 over the past twelve months Order intake Order backlog in € million in € million -27% -29% 90.0 162.4 Segment Segment share share 65.4 115.4 68.1 115.4 27.7 42.3% 53.4 46.3% 37.7 57.7% 61.9 53.7% 21.9 47.0 6M 2025 6M 2026 Jun 2
Slide 14: E-mobility with a strong position for market recovery
E-mobility with a strong position for market recovery in € million 6M 2025 6M 2026 Order intake 68.1 27.7 Order backlog 115.4 53.4 Revenue 89.4 47.4 EBITDA 10.7 5.9 Order intake remained subdued as recovery in automotive investment has yet to materialize amid volatile economic and political conditio
Slide 15: Next Automation delivers growth and expands its order book
Next Automation delivers growth and expands its order book in € million 6M 2025 6M 2026 Order intake 21.9 37.7 Order backlog 47.0 61.9 Revenue 18.8 23.2 EBITDA 2.5 2.7 Segment focus on clean tech, aerospace and life sciences with strong progress Order intake up 72% YOY to €37.7 million, with further
Slide 16: Strong financial position provides a solid foundation for acquisitions and further diversification
Strong financial position provides a solid foundation for acquisitions and further diversification Balance sheet as of 30 June 2026 in € million 283 283 Net cash position Non-current assets* 76 €154.4 million 176 Equity Current assets* 49 (62.2%) Cash 158 Solid equity ratio 62.2% €154 million Net ca
Slide 17: Guidance for 2026 confirmed, supported by order backlog and promising Next Automation sales pipeline
Guidance for 2026 confirmed, supported by order backlog and promising Next Automation sales pipeline Revenue EBITDA in € million in € million and in % of revenue 7.1% 11.5% 13.8% 6-8% 312.3 289.6 35.8 28.2 204.0 20.6 160 2023 2024 2025 2026 2023 2024 2025 2026 Guidance Guidance 17
Slide 18: Summary
Summary Turnkey Profitable Long term Growing Production Asset-light Partnership Markets & Solutions Business model & Experience Expansion Solid Great Highly Financials Liquidity skilled engineers 18
Slide 19: Financial Calendar 2026
Financial Calendar 2026 Half-Year Financial Report 2026 and Earnings Call 13 August 2026 Montega Hamburg Investor Days (Hamburg) 26 August 2026 Annual General Meeting 2026 28 August 2026 Berenberg & Goldmann Sachs German Corporate Conference (Munich) 23 September 2026 Interim Statement Q3 2026 and E
Slide 20: Aumann AG
Aumann AG Dieselstrasse 6 48361 Beelen Germany Investor Relations Tel +49 2586 888 7800 Fax +49 2586 888 7805 ir@aumann.com www.aumann.com
Slide 21: Disclaimer
Disclaimer The presentation, including any printed or electronic copy of these slides, the talks given by the presenters, the information communicated during any delivery of the presentation and any question and answer session and any document or material distributed at or in connection with the pre