Slide 1: Bechtle AG 1st Quarter 2026
Bechtle AG 1st Quarter 2026. Neckarsulm, 8 May 2026
Slide 2: Agenda
Agenda. 1. Business development 2. Latest news 3. Outlook 2
Slide 3: Business development
Business development.
Slide 4: Order income and order backlog
Business development Order income and order backlog. +4.0% Order backlog 3,340 at record level. 3,210 Strong demand for +16.9% IT solutions across 2,357 all customer groups. 2,016 Q1.2025 31/12/2025 Q1.2026 31/03/2026 in €m Order income Order backlog 4
Slide 5: Business volume and revenue
Business development Business volume and revenue. +13.2% Strong start 2,227 to the year. Managing quite well in a 1,967 challenging environment. +7.6% 1,572 1,461 Q1.2025 Q1.2026 in €m Business volume Revenue 5
Slide 6: Business volume by segment
Business development Business volume by segment. All markets and regions +13.2% contribute to growth. 2,227 1,967 1,171 +8.9% Germany 1,075 214 +10.1% France 194 384 +11.8% Benelux 344 458 +29.3% Other Europe 354 in €m Q1.2025 Q1.2026 6
Slide 7: EBIT and EBT
Business development EBIT and EBT. +14.0% +11.5% Double-digit 65.2 earnings growth. 61.6 Margin stable to 57.2 55.3 slightly up yoy. Q1.2025 Margin (% of business volume) 2.9% 2.9% 2.8% 2.8% Q1.2026 3.9% 4.1% 3.8% 3.9% Margin (% of revenue) in €m EBIT EBT 7
Slide 8: EBIT by segment
Business development EBIT by segment. +9.4% 38.7 Broad-based 35.4 momentum. Earnings growth across all regions and customer segments. +28.3% 12.8 +13.4% +19.6% 10.0 8.1 7.2 5.5 4.6 Q1.2025 Margin (% of business volume) 3.3% 3.3% 2.4% 2.6% 2.0% 2.1% 2.8% 2.8% Q1.2026 Margin (% of revenue) 4.1% 4.4% 2
Slide 9: Operating cash flow
Business development Operating cash flow. A very positive signal given our strong growth in the quarter. 45.3 10.7 -20.2 -21.0 -127.1 Q1.2022 Q1.2023 Q1.2024 Q1.2025 Q1.2026 in €m 9
Slide 10: Employees
Business development Employees. +767 employees +4.9% +136 employees +0.8% Headcount growth 16,496 16,360 driven solely by 16,300 acquisitions. Organic change 15,729 15,608 of −1.7% yoy. Q1.2025 Q2.2025 Q3.2025 Q4.2025 Q1.2026 10
Slide 11: Latest news
Latest news.
Slide 12: Quantum computing – Ready to go to market
Digital sovereignty Quantum computing – Ready to go to market. • Integration of the IQM Spark quantum computer at Heilbronn University’s TechCampus (launch 2026) • Platform for education, research and real-world applications with direct access to quantum hardware • Superconducting qubit technology,
Slide 13: A digital platform to support heart-failure care
Healthcare solutions A digital platform to support heart-failure care. • Bechtle is consortium lead for the WebMedX project • Cross-sector telemedicine platform developed with Würzburg University Hospital • Improves coordination between hospitals, physicians, nursing staff and patients • Aims to ena
Slide 14: BIoS – A strategic tool for managing digital sovereignty
Digital sovereignty BIoS – A strategic tool for managing digital sovereignty. • Data-driven assessment of data sovereignty, technological independence and capabilities • AI-powered software for continuous assessment and simulation of digital sovereignty • A combination of software and consulting by
Slide 15: GovTech framework contract for cloud and AI services
Digital sovereignty GovTech framework contractfor cloud and AI services. • Bechtle appointed as multi-cloud broker for GovTech Deutschland • Contract value: up to €250 m; term: 2 years + 2 x 1-year option • Partners: Amazon Web Services, Google Cloud Platform, Microsoft Azure, STACKIT, Exoscale,
Slide 16: Expanded presence at Hannover Messe 2026
Bechtle PLM, ERP, security and networking solutions Expanded presence at Hannover Messe 2026. • Positioning as a digital transformation partner for industrial customers • Innovation showcase with TeamViewer and Kontron (secure remote-access gateway) • Joint booth presents the broad portfolio of six
Slide 17: Outlook
Outlook.
Slide 18: 2026 forecast. Context. Objectives.
Outlook 2026 forecast. Context. Objectives. • Despite downward revisions to GDP growth forecasts, • Bechtle remains optimistic about the 2026 financial year. higher growth rates are expected for the EU and Q4 2025 and the first months of the current year have shown Germany in 2026 compared with the
Slide 19: Any questions?
Any questions? ir@bechtle.com