Also Holding Ag · SIX:ALSN

Also — Investor Day (April 2026)

13 slides from Also's investor day presentation, Apr 29, 2026

  1. Slide 1: Investors day 2026

    Investors day 2026 Andover, 29.04.2026

  2. Slide 2: Disclaimer

    Disclaimer This presentation is not an offer or a solicitation to purchase or invest in any securities of ALSO Holding AG (the "Company"), nor shall it or any part of it nor the fact of its distribution form the basis of, or be relied on in connection with, any contract or investment decision. This

  3. Slide 3: Westcoast Powered by ALSO

    Westcoast Powered by ALSO

  4. Slide 4: EBITDA 2024 to 2025 Bridge Westcoast

    EBITDA 2024 to 2025 Bridge Westcoast in Million € +1.2 -1 75 +0.6 +0.6 +0.6 73 Operation Excellence +2 2024 Product Vendor Customer Business Restructuring 2025 category model cost adjusted 1) Mix optimizations 1) 2025 displays assumed 12 months results as if Westcoast was acquired 1 January 2025, ex

  5. Slide 5: EBITDA Q1 Bridge Q1/25 to Q1/26 Westcoast

    EBITDA Q1 Bridge Q1/25 to Q1/26 Westcoast in Million € +1 16 +0.4 +0.4 14 +0.4 Continued mix optimizations result in 3S profitability growth: ► Supply +0.5 ► Solutions +0.5 ► Services +1.0 Q1 Product Vendor Customer Business Q1 20251) category model 20262) Mix optimization 1)For comparison purposes,

  6. Slide 6: EBITDA 2026 to 2029 Bridge Westcoast

    EBITDA 2026 to 2029 Bridge Westcoast in Million € 97 ► Increase market shares in +2 +3 transactional business (PH Other Digital Platforms 90 +2 +2 Datacenter, Software, Cloud +1 +3 Components, AV products) Grow smart Supply & Solutions +2 83 +2 +3 ► Improve Customer mix (growth 77 +2 +2 in SMB) ► Gr

  7. Slide 7: ALSO Group

    ALSO Group

  8. Slide 8: EBITDA margins 2021-2025 ALSO Group

    EBITDA margins 2021-2025 EBITDA ALSO Group Margin ranges in % 8% ► Cyclic margin developments within product categories and 7% 6.0-8.0% 3S 6% ► Mix optimizations and 5% Thereof Cloud: operational excellence enable margin improvements in 3S 4.5-5.5% 4% ► Refresh cycles and territorial thresholds impa

  9. Slide 9: Cloud EBITDA margins

    Cloud EBITDA margins Bridge 2024 to 2025 and potential ALSO Group in % of Net sales before PvA (IFRS 15) Reported 5.1% 2024 Reported 2025 4.5% Investor Day 2026 10

  10. Slide 10: EBITDA 2024 to 2025 Bridge ALSO Group

    EBITDA 2024 to 2025 Bridge ALSO Group in Million € +63 Continued mix -6 optimizations result in 3S -3 profitability growth: -5 ► Supply +3 -11 286 ► Solutions +9 -9 ► Services +14 +14 +4 +4 +4 234 Operation Excellence +12 2024 Product Vendor Customer Business Acquisition Vendor Cloud Restructuring O

  11. Slide 11: EBITDA Q1 Bridge Q1/25 to Q1/26 ALSO Group

    EBITDA Q1 Bridge Q1/25 to Q1/26 ALSO Group in Million € +2 89 +9 +5 +3 -1 +4 +6 61 Continued mix optimizations result in 3S profitability growth: ► Supply +6 ► Solutions +6 ► Services +5 Q1 Product Vendor Customer Business Cloud Acquisition Acquisition Q1 2025 category model expansion Jan/Feb one-ti

  12. Slide 12: EBITDA 2026 - 2029 Bridge ALSO Group

    EBITDA 2026 - 2029 Bridge ALSO Group in Million € >425 ► Market share EBITDA >425 Million € w/o M&A +8 Grow smart Countries / Product +12 categories with potential +10 385 Other Digital Platforms +10 Cloud +6 +12 ► Margins Grow smart Supply & Solutions +8 Develop high-margin Product 350 +10 categori

  13. Slide 13: Thank you

    Thank you 14

ALSO Holding — Investor Day (April 2026) on 6ix