Yit Oyj · OMXHEX:YIT
Yit Oyj — Investor Day (September 2026)
36 slides from Yit Oyj's investor day presentation, Sep 24, 2026
Slide 1: YIT's Capital Markets Update
YIT’s Capital Markets Update Deep dive on data center growth opportunity Sanomatalo, Helsinki September 24, 2026
Slide 2: Today's agenda
Today’s agenda Agenda Speaker Start time 1 Opening Essi Nikitin 09.30 Why is the data center opportunity 2 Heikki Vuorenmaa 09.35 attractive and long-lasting? Why is YIT well positioned to 3 win in the market? Aleksi Laine 09.55 4 What could success mean Erkka Repo 10.20 financially for YIT? Heikki
Slide 3: YIT is delivering the strategy announced in 2024, with data centers a growth opportunity
YIT is delivering the strategy announced in 2024, with data centers representing a significant growth opportunity 2024 Progress Next Strategy delivered growth chapter Strategy launched for Strengthening resilience, Data center opportunity 2025-2029 including driving targeted growth, priorities and f
Slide 4: With you today
Heikki Vuorenmaa Erkka Repo President and CEO CFO With you today Aleksi Laine Essi Nikitin EVP VP Infrastructure Investor Relations
Slide 5: Heikki Vuorenmaa
Heikki Vuorenmaa President and CEO Tomorrow well built
Slide 6: YIT – European builder of thriving societies
YIT – European builder of thriving societies With a solid financial foundation, we serve consumers, businesses, and public sector partners through our four focused business segments in seven European markets. Finland Residential EUR EUR PERSONS 332 Finland Infrastructure 481 1.8 60 4 282 Residential
Slide 7: Tomorrow well built has been our commitment from day one
Tomorrow well built has been our commitment from day one Early 1900s–1950s 1950s–1970s 1980s–2000s 2010s–2020s 2020s–2030s The foundations of Industrialization and post- Urbanization and modern Digitalization, sustainability, Resilience and sustainable modern society war reconstruction city-building
Slide 8: We are delivering the strategy announced at our Capital Markets Day in 2024
We are delivering the strategy announced at our Capital Markets Day in 2024 This is what we announced in 2024 Performance highlights ✓ Doubled Residential CEE production volume since Q4/24 1 Generate targeted growth and ✓ 6 consecutive quarters of Infrastructure growth (YoY) resilience ✓ c. €200m po
Slide 9: We continue to benefit from megatrends – Data centers are in our focus
We continue to benefit from 4 megatrends – Data centers are in our focus today Today’s focus DIGITALIZATION & AI Digital transformation boosts productivity Digitalization transform construction processes and improve customer value. Global digitalization fuels an unprecedented demand for data centers
Slide 10: Global data center demand is surging, and Finland is capturing a disproportionate share
Global data center demand is surging, and Finland is capturing a disproportionate share of European growth Global data center demand is Europe is attractive but somewhat Finland stands out as Europe's most accelerating with 14-22% CAGR constrained attractive deployment market Europe Global Identifie
Slide 11: Four structural advantages position Finland as Europe's leading data center destination
Four structural advantages position Finland as Europe's leading destination for large-scale data center investments What investors require Why Finland stands out Finland’s electricity is predominantly CO₂-free, with Clean and competitive strong availability and a solid pipeline of future electricity
Slide 12: Finland's announced and potential pipeline represents a very significant investment opportunity
Finland's announced and potential pipeline represents a very significant long-term investment opportunity Growth of Finnish datacenter capacity 1 MW, cumulative, 2025 – 2029E Expected additional capacity under planning and evaluation Expected additional capacity based on final investment decisions,
Slide 13: Finland's data center pipeline supports an estimated €13-15bn of construction investments
Finland’s data center pipeline supports an estimated €13-15bn of construction investments through 2029 Direct employment impact Construction phase Operations phase ~25k ~7k construction FTEs p.a. permanent FTEs p.a. 2 Projected Construction investment 1 Cumulative 2026-2029 €13-15bn Regional / local
Slide 14: Several factors may influence the timing and speed of data center investment realization
Several factors may influence the timing and speed of data center investment realization Power & infrastructure → Grid capacity & reliability → Power availability & grid build-out pace → Availability and link to high-speed data cable infrastructure Market demand & policy → Demand for data center cap
Slide 15: The data center investment wave is here, and YIT is already building it
The data center investment wave is here, and YIT is already building it Finland is ideally placed to Data centers are catalysts YIT is #1 in data center capture accelerating data for broader infrastructure construction in Finland center investment wave investments Finland ranks #1 among Europe’s Eac
Slide 16: Aleksi Laine
Aleksi Laine EVP Infrastructure Trust is built on delivery
Slide 17: As data centers become larger and more complex, integrated delivery capabilities become valuable
As data centers become larger and more complex, integrated delivery capabilities become increasingly valuable Data centers require interdependent systems to deliver reliable performance 24/7 Power infrastructure Cooling infrastructure IT infrastructure Building systems Controls & monitoring Data cen
Slide 18: The data center opportunity is concentrated around a manageable set of strategic customers
The data center opportunity is increasingly concentrated around a manageable set of strategic customers Hyperscalers & AI owner- Colocation operators Neo-cloud operators Examples of operating companies in FIN Own / operate GPU datacenters optimized Role Own and operate large AI/cloud campuses Build
Slide 19: Large data center campuses are delivered in repeatable phases
Large data center campuses are delivered in repeatable phases, creating years of recurring construction demand Phase 1 Phase 2 Phase 3 Initial development Campus expansion Full campus, built over time First 40-80 MW online Campus infrastructure established Additional 40-80 MW phases Delivered every
Slide 20: YIT's integrated delivery across the data center lifecycle creates customer value
YIT’s integrated delivery across the data center lifecycle creates customer value through faster delivery and lower cost Project Civil & MEP Building Commissioning ICT fit-out development infrastructure installation 1 What’s Feasibility, Site preparation, Core & shell and fit Electrical, cooling, Te
Slide 21: YIT's capabilities are closely aligned with the requirements of leading data center customers
YIT’s capabilities are closely aligned with the requirements of leading data center customers YIT proven delivery capabilities Data center requirement Why it matters YIT advantage Multiple contractors, equipment suppliers Managing complex interfaces and stakeholders must work seamlessly Integrated d
Slide 22: YIT has established a strong position with ~30% market share and is scaling capacity
YIT has already established a strong position with ~30% market share and is scaling capacity for future growth Estimated current data center market share YIT's building capacity for the next phase of growth Capacity under construction by MW, YIT estimate 1,2 YIT’s target state Competitor 9 Competito
Slide 23: One successful delivery can expand into a long-term customer relationship
One successful delivery can expand into a long-term customer relationship spanning multiple phases and scopes From first project to long-term partnership Deliver Repeat Expand Replicate Partner First project Additional phase Broader scope New campus Partnership Establish trust and Repeat and unlock
Slide 24: Our proven track record and repeat assignments demonstrate YIT's ability to deliver
Our proven track record and repeat assignments demonstrate YIT's ability to deliver complex data center projects Deliver Repeat Expand Replicate Partner First project Additional phase Broader scope New site / campus Long-term partnership 1 2 3 XTX Data center 1 Kajaani, Finland XTX Data center 2 Kaj
Slide 25: Trusted by leading customers, ready for the growth
Trusted by leading customers, ready for the growth Leading position in a Proven delivery in complex Ready to scale with rapidly growing market projects demand ~30% share of active data center Infrastructure, buildings, MEP and Capacity expansion according to construction in Finland commissioning in
Slide 26: Erkka Repo
Erkka Repo CFO The next growth chapter is being built today
Slide 27: Data centers are a proven and growing business with over €200m revenue in the past 12 months
Data centers are already a proven and growing business for YIT with over €200m revenue in the past 12 months (LTM) Data center business volume Q4/24-Q2/26 LTM, €m Data center revenue 201 €201m Q3/25-Q2/26 DC revenue 141 106 +10 years DC construction experience with projects in Finland and Sweden 59
Slide 28: Foundations built for data center revenue exponential growth
Foundations built for data center revenue exponential growth Contracting segments revenue split Q4/24-Q2/26 LTM, €bn Data center revenue (50-50 split between Infrastructure and Building Construction) Other infrastructure & building construction revenue Data center contracting exceeds ~1.0 our strate
Slide 29: YIT combines rigorous execution with strong governance to deliver predictable outcomes
YIT combines rigorous execution with strong governance to deliver predictable outcomes Typical characteristics of large-scale data center projects International customers Schedule-critical delivery Large contract values International contract models, reporting standards and Delays can directly affec
Slide 30: Data centers offer strong growth in all scenarios, reaching €1.0bn revenue in base case by 2029
Data centers offer strong growth in all scenarios, reaching €1.0bn revenue in the base case by 2029 YIT data center revenue scenarios 2029 Low case Base case High case ~€0.7bn ~€1.0bn ~€1.3bn 2029 revenue 2029 revenue 2029 revenue Slower power & grid expansion Expected power availability Faster than
Slide 31: Updated financial targets
Updated financial targets Growth Operative performance Capital efficiency ≥10% ≥7% ≥15% Net sales CAGR Adjusted EBIT margin ROCE Previous target ≥5% Building Segment targets Residential Finland Residential CEE Construction Infrastructure ≥6% CAGR ≥15% CAGR Growth Increase market share ≥15% CAGR prev
Slide 32: Our growth profile is expected to be dominated by data center construction
Our growth profile is expected to be dominated by data center construction in the coming years YIT Group ILLUSTRATIVE revenue path going forward FY2024-FY2029, €bn1 Residential CEE and FIN >3.0 Contracting segments Market recovery ~1.0 provides further upside 1.8 0.7 1.1 2024 Residential Residential
Slide 33: YIT is building Finland's next decade of growth
YIT is building Finland's next decade of growth
Slide 34: Q&A
Q&A
Slide 35: Disclaimer
Disclaimer This presentation has been prepared by, and the information contained herein (unless otherwise indicated) has been provided by YIT Corporation (the “Company”). By attending the meeting or event where this presentation is made, or by reading the presentation slides, you agree to be bound b
Slide 36: Tomorrow well built
Tomorrow well built facebook.com/ instagram.com/ yitsuomi yitsuomi linkedin.com/ x.com/ company/yit YIT uomi youtube.com/ YITCorporation