Georg Fischer Ag · SIX:GF

Georg Fischer — Investor Day (November 2025)

34 slides from Georg Fischer's investor day presentation, Nov 4, 2025

  1. Slide 1: © GF v3.3

    © GF v3.3

  2. Slide 2: Capital Markets Day 2025

    Schaffhausen, 4 November 2025 Capital Markets Day 2025 © GF v3.3

  3. Slide 3: Agenda

    Capital Markets Day 2025 Agenda Welcome / Strategy 2030 and Q&A 1 Andreas Müller (CEO), Mads Joergensen (CFO) 10:00 – 11:00 Showcases – Buildings, Industry, Infrastructure 2 Michael Rauterkus, Thomas Hary, Sebastian Bondestam 11:00 – 12:45 Lunch 3 Includes two expert sessions 12:45 – 14:10 Q&A and c

  4. Slide 4: GF today

    GF today © GF v3.3 4 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  5. Slide 5: Strategy 2025 – successful transformation in a turbulent environment

    GF today Strategy 2025 – successful transformation in a turbulent environment … 1 Drive profitable growth through intelligent and ▪ Accelerated innovation sustainable solutions ▪ Increased robustness through ‒ Operational improvements 2 Increase robustness through resilient portfolio and ‒ Strong fo

  6. Slide 6: Fundamentally addressing the corporate portfolio

    GF today … fundamentally addressing the corporate portfolio … Acquisition of Uponor (FI) Divestment of GF Casting Solutions Acquisition of FGS (BR) Acquisition of Corys (UAE) Divestment of GF Machining Solutions Acquisition of Traisen (AT) Acquisition of VAG (DE) © GF v3.3 6 Schaffhausen, 4 November

  7. Slide 7: Pure-play Flow Solutions group with three business areas and one global brand

    GF today … creating a pure-play Flow Solutions group with three business areas and one global brand … Buildings Industry Infrastructure © GF v3.3 7 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  8. Slide 8: Addressing customer needs with a premium offering

    GF today … addressing customer needs with a premium offering … Superior product Leakage free Easy installation and Value solutions & Easy to work with performance solutions low maintenance services © GF v3.3 8 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  9. Slide 9: Strong global footprint with local presence

    GF today … and a strong global footprint with local presence Sales (%) Buildings Industry Infrastructure China exposure: ~14% (down from 18%) 25% 39% 17% 1% 27% 32% 49% 19% 15% 48% 46% 81% Americas EMEA APAC © GF v3.3 9 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  10. Slide 10: Strategy 2030 – Introduction

    Strategy 2030 – Introduction © GF v3.3 10 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  11. Slide 11: GF is the global leader in Flow Solutions

    Our Vision GF is the global leader in Flow Solutions © GF v3.3 11 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  12. Slide 12: Global trends offer significant opportunities

    Strategy 2030 Global trends offer significant opportunities … 5x more extreme 68% of the world 40% of the EU’s weather events in the population to live in energy is consumed last 50 years urban areas by 2050 by buildings Water scarcity and climate change Rapid urbanization Energy efficiency in build

  13. Slide 13: Positive underlying market drivers

    Strategy 2030 … with positive underlying market drivers USD 1’700 billion CAPEX 2025-2030 Buildings Industry Infrastructure US housing deficit stands at 4.7 Global Data Center workloads (in GW) European Blue deal to address water- million homes while in Europe the related challenges in Europe with +

  14. Slide 14: Strategy 2030 targets to drive profitable growth

    Strategy 2030 Strategy 2030 targets to drive profitable growth … Sales EBITDA margin FCF / EBITDA conversion Return on invested capital CHF billion x x x 4.2 – 4.5 16 – 18% > 50% 21 – 26% 1 incl. 0.5 – 0.6 bn acquisitions EBIT margin: 13 – 15% Maximize the core Grow with new Lead with innovative Fos

  15. Slide 15: Targets broken down by business areas

    Strategy 2030 … broken down by business areas … Buildings Industry Infrastructure CHF 1.35 – 1.45 billion CHF 1.35 – 1.45 billion CHF 1.0 – 1.1 billion Sales (excl. acquisitions) Sales (excl. acquisitions) Sales (incl. VAG) 17 – 19% 20 – 22% 13 – 15% EBITDA margin EBITDA margin EBITDA margin 21 – 26

  16. Slide 16: Strongly intertwined with our sustainability framework

    Strategy 2030 … strongly intertwined with our sustainability framework Products Planet People Sustainable innovations and solutions for our Cutting emissions and conserving water in high- Empowering people in a safe, healthy and inclusive customers stressed areas workplace 80% 63% 30% of sales with

  17. Slide 17: Four key thrusts to achieve Strategy 2030

    Strategy 2030 Four key thrusts to achieve Strategy 2030 … Maximize the core Grow with new Lead with innovative Foster a “One GF” business opportunities solutions performance culture with superior solutions, end-to- in high-potential regions, unlocking above-average by promoting a growth end services

  18. Slide 18: Defined priorities for all three business areas

    Strategy 2030 … with defined priorities for all three business areas Buildings Industry Infrastructure from “Push” to “Push and Pull” more “Focus and Customer Excellence” from “Components” to “Solutions” Create more pull and installer Expand strong position in Grow gas business in Americas, relation

  19. Slide 19: Buildings – New PEX customers and end markets via Home Depot retail channel

    Strategy 2030 Buildings – New PEX customers and end markets via Home Depot retail channel We are expanding our PEX leadership in North America through Home Depot Leader in PEX We are used by the top US home builders in the new build segment New Customers We will target small plumbing companies who u

  20. Slide 20: Industry – Moving liquid cooling to the next level of purity

    Strategy 2030 Industry – Moving liquid cooling to the next level of purity We are focusing on “customer excellence” by partnering with customers to solve challenges Customer centric innovation Innovations are focused on real customer challenges with clear product market fit Rapid development We have

  21. Slide 21: Infrastructure – Solutions combining metal and plastic infrastructure components

    Strategy 2030 Infrastructure – Providing solutions combining metal and plastic infrastructure components With VAG we move from a “component to a solutions” provider Complementary portfolio Our Multi-joint metal couplers and electrofusion fittings enable seamless valve integration Market expansion Me

  22. Slide 22: Our "One GF" culture will drive performance

    Strategy 2030 Our “One GF” culture will drive performance Maximize the core Grow with new Lead with innovative Foster a “One GF” business opportunities solutions performance culture Performance is about Learning is about Caring is about speed and excellence having an open mind being part of a team ©

  23. Slide 23: AI will be a key enabler for all thrusts

    Strategy 2030 AI will be a key enabler for all thrusts Our systematic approach Governance Productivity Enablement ~ 40 AI use cases being Eco-System Responsiveness implemented © GF v3.3 23 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  24. Slide 24: Strategy 2030 – Financial targets

    Strategy 2030 – Financial targets © GF v3.3 24 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  25. Slide 25: Sales bridge by business area and strategic thrust

    Strategy 2030 Sales bridge by business area and strategic thrust Sales (CHF million) CAGR 4-6% CAGR 6-8% CAGR 4-6% CAGR 6-8% 500-600 4’200- 4’500 500-600 4’200-4’500 125-150 3’700-3’900 175-200 3’700-3’900 300-350 250-300 VAG VAG 250-300 250-300 by business area by strategic thrust 2025FC Buildings

  26. Slide 26: Profitability bridge by business area and strategic thrust

    Strategy 2030 Profitability bridge by business area and strategic thrust EBITDA comparable (CHF million) EBITDA margin (%) 16–18% 16-18% 650-700 650-700 50-60 30-40 VAG VAG 70-90 80-100 120-140 90-110 by business area by strategic thrust 2025F Buildings Industry Infra- 2030 2025F Max the New Innovat

  27. Slide 27: Including promising synergies from recent acquisitions

    Strategy 2030 Including promising synergies from recent acquisitions Butterfly Valve S-Press PLUS 1st customer with synergies Leverage market access & Complement infrastructure … for a complete offering portfolio in US portfolio … © GF v3.3 27 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  28. Slide 28: Strategy execution anchored in project charters and KPI framework

    Strategy 2030 Strategy execution anchored in bottom-up project charters and KPI framework Clear description of goals, milestones, financial targets Periodic progress reporting & challenging Clear roles & responsibilities Incentivized KPI framework © GF v3.3 28 Schaffhausen, 4 November 2025 | Capital

  29. Slide 29: Growth-centered capital allocation framework

    Strategy 2030 We apply a growth-centered capital allocation framework Capital deployment capacity from 2025 to 2030 of CHF 1.8 to 2.0 billion in aggregate Invest Return Protect Evolve Closely controlled capex Dividends Balance sheet Strategic ▪ Investments in ▪ Progressive dividend ▪ Continue to del

  30. Slide 30: Key takeaways Strategy 2030

    Key takeaways Strategy 2030 © GF v3.3 30 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  31. Slide 31: Strategy 2030 – key takeaways

    Strategy 2030 Strategy 2030 – key takeaways The global market leader in Flow Shaping the future of Flow Significant shareholder value Solutions Solutions by addressing mega- creation trends ▪ Portfolio transformation near ▪ Innovation-driven and sustainable ▪ Profitable growth and resilience complet

  32. Slide 32: Q&A

    Q&A © GF v3.1 32 Schaffhausen, 4 November 2025 | Capital Markets Day 2025

  33. Slide 33: We continue with the showcase presentations

    We continue with the showcase presentations, please go to your designated group Group lead: Group lead: Group lead: Philipp Dillinger Verna Pfeiffer Lena Koehnen A B C Agenda: Agenda: Agenda: 11.00 – 11.35 Building Showcase 11.00 – 11.35 Industry Showcase 11.00 – 11.35 Infrastructure Showcase 11.35

  34. Slide 34: © GF v3.1

    © GF v3.1

Georg Fischer — Investor Day (November 2025) on 6ix