Pfisterer Holding Se · XETR:PFSE

Pfisterer — Q1 2026 Earnings Presentation

21 slides from Pfisterer's earnings presentation, May 19, 2026

  1. Slide 1: your POWER CONNECTION

    your POWER CONNECTION

  2. Slide 2: Q1 Key figures and business performance

    Q1 Key figures and business performance May 19, 2026

  3. Slide 3: Agenda

    Agenda 1 Intro 3 Outlook 2 Financial Performance 4 Questions & Answers

  4. Slide 4: Intro

    yj? 14). your POWER CONNECTION

  5. Slide 5: Management Board

    Management Board +30 years of industry experience +30 years of industry experience +3 years of tenure at PFISTERER +16 years of tenure at PFISTERER Previously at: Previously at: Johannes Linden Dr. Konstantin Kurfiss Co-CEO (Management Board Member & Speaker of the Executive Board) Co-CEO (Managemen

  6. Slide 6: Be the preferred partner for innovative, reliable and mission-critical electrical connection

    “Be the preferred partner for innovative, reliable and mission- critical electrical connection and insulation solutions“ PFISTERER | Q1 Key figures and business performance | May 2026 6

  7. Slide 7: Electrical connection and insulation solutions across the entire power value chain and all voltage levels

    Electrical connection and insulation solutions across the entire power value chain and all voltage levels Rail & mobility Underground Cable Data center Power distribution Repair- & emergency solutions Overhead Line Substation Safety equipment Transmission Distribution Low Voltage (LV) <1kV Medium Vo

  8. Slide 8: Highly-diversified customer base and global distribution network

    Highly-diversified customer base and global distribution network Global footprint with presence across 90+ countries Revenue split Q1 2026(1) Asia-Pacific By geography 6% Middle East & Germany India Germany 26% Germany (HQ) Europe & Poland Africa United Kingdom China USA 54% Czech Republic France Am

  9. Slide 9: Financial Performance Q1 2026

    2 Financial Performance Q1 2026

  10. Slide 10: Revenue increases quarter by quarter – supported by a strong Order Book

    Revenue increases quarter by quarter – supported by a strong Order Book Key Comments Order Book (€m) Revenues (€m) ▪ Significant YoY increase in Order Book (+17.7%). ▪ At EUR 126.9 Mio., revenues in the 1st quarter reached once again a new all- +8.4% +2.9% -1.3% +0.4% time high (YoY +26.7%). +9.0% ▪

  11. Slide 11: Revenue growth and gross margin recovery drives adj. EBITDA

    Revenue growth and gross margin recovery drives adj. EBITDA Key Comments Gross Margin (%) Adj. EBITDA (€m) +45.4% ▪ In Q1 2026, gross profit and adj. EBITDA increased substantially 27.7 year-on-year, both in absolute terms and as a percentage of revenue. This more than offset the higher functional c

  12. Slide 12: Regional growth led by Middle East & India, Europe & Africa followed by Americas

    Regional growth led by Middle East & India, Europe & Africa followed by Americas Key Comments Order Book by Region (€m) Revenues by Region (€m) ▪ Americas: Revenues driven by HVA with strong margin. This supports the Americas Europe & Africa Americas Europe & Africa Americas as a relevant growth mar

  13. Slide 13: Order Book growth led by strong development in HVA and OHL

    Order Book growth led by strong development in HVA and OHL Key Comments Order Book by Segment (€m) Revenues by Segment (€m) ▪ HVA Revenues increased strongly HVA MVA HVA MVA year-on-year, driven primarily by +23% +23% Europe & Africa. Order Book 50 increased most strongly in Europe 172 40 & Africa w

  14. Slide 14: Rising Order Book & Revenue growth with stronger EBITDA-Margin and lower net debt

    Rising Order Book & Revenue growth with stronger EBITDA-Margin and lower net debt EUR thousand Q1/2026 Q1/2025 Change Order Intake 131,055 144,200 -9.1% Key Comments Order Book 335,762 285,300 +17.7% Earnings figures (IFRS) Revenue 126,875 100,126 +26.7% ▪ Order Intake below prior-year quarter, whil

  15. Slide 15: EPS continues positive trend, reaching 0,98€ in Q1 2026

    EPS continues positive trend, reaching 0,98€ in Q1 2026 Earnings per Share (in €) Key Comments 0.98 ▪ IPO-induced increasing number 0.92 of shares starting in Q2/2025 due to the capital increase. 0.80 0.80 ▪ Positive development of EPS 0.72 due to profit development 0.64 ▪ Despite the higher share c

  16. Slide 16: Outlook

    J 3 Outlook your POWER CONNECTION

  17. Slide 17: Middle East – “business as usual” in an extraordinary situation

    Middle East – “business as usual” in an extraordinary situation ▪ On-site situation has calmed down; staff is back at office. The safety of our local personnel has top priority. ▪ Planned projects are being executed and will be fulfilled. ▪ Inbound shipments barely affected, as shipping has generall

  18. Slide 18: North America growth perspectives – AI boom drives rapid growth in power demand

    North America growth perspectives – AI boom drives rapid growth in power demand ▪ The U.S. power grid needs substantial investments in the coming decades to support the increase in electricity demand from the data center boom, and the exploding energy demand of AI. ▪ A consensus among leading analyt

  19. Slide 19: Financial Calendar

    Financial Calendar PFISTERER Holding SE – 2026 May 19, 2026 Q1 Key figures and business performance May 20, 2026 Berenberg European Conference New York, USA June 11, 2026 Annual General Meeting Schorndorf, Germany August 19, 2026 Q2 Key Figures and half-year report 2026 August 25, 2026 mwb German Se

  20. Slide 20: Questions & Answers

    | Questions & Answers your POWER CONNECTION

  21. Slide 21: Thank you for your attention.

    Thank you for your attention. All rights to the above content are the exclusive property of PFISTERER. This document has been prepared by PFISTERER solely for the recipient.

PFISTERER Holding — Q1 2026 Earnings Presentation on 6ix