Freetrailer Group A/s · NGM:FREETR

Freetrailer Group A/s — Q2 2026 Earnings Presentation

26 slides from Freetrailer Group A/s's earnings presentation, August 2026

  1. Slide 1: Investor Presentation

    August 2026 Investor Presentation Continued momentum paves the way for a new growth strategy Thomas Zeihlund Group CEO Freetrailer Group A/S thomas.zeihlund@freetrailer.com Martin Damm Group CFO Freetrailer Group A/S martin.damm@freetrailer.com

  2. Slide 2: Important notice

    Important notice 1. This presentation includes forward-looking statements based on current expectations. Actual results may differ due to risks and uncertainties. 2. Freetrailer Group A/S is not obliged to update these statements unless required by law. 3. Data reflects the period Q2 2026 as of 30 J

  3. Slide 3: Agenda

    1 Welcome 2 Freetrailer at a glance 3 Financial Performance & Key Figures 4 Outlook/guidance 2026 5 The market and our investment focus Agenda

  4. Slide 4: Strong performance in high season

    Strong performance in high season → with 26% profitable revenue growth in Q2 and lifting guidance for 2026 MOMENTUM COMMERCIAL SUPPLY CUSTOMERS +22% +35% 7,500+ NPS 80 Rentals growth – still Partner growth Fleet target by Out of 100 – exceptional tracking into August YoY summer 2026 satisfaction Aft

  5. Slide 5: Freetrailer at a glance

    Freetrailer at a glance 2004 Pioneers in the sharing economy: Founded in 2004 Market leader: Growing footprint: first mover in digital 1.8m+ rentals per year. Active in trailer rentals. 1.3m+ app users. 5 countries. Trusted by partners: Scalable tech model: 323 retail brands 100% app-based including

  6. Slide 6: Connecting trailer supply with user demand

    PLATFORM MODEL Connecting trailer supply with user demand Freetrailer platform Available trailers Users with a need Booking, access, data Distributed fleet across partner Convenient transport when and optimisation. locations. it matters. • Better customer experience • Convenient nearby access • Loca

  7. Slide 7: Financial Performance & Key Figures

    Freetrailer Group A/S Financial Performance & Key Figures Freetrailer Group A/S | Investor | August 2026 7

  8. Slide 8: Q2 Highlights in Freetrailer

    Q2 Highlights in Freetrailer Freetrailer Group A/S | Investor | August 2026 8

  9. Slide 9: Monthly rentals Q2 2022-2026

    2022 2023 2024 2025 2026 Monthly rentals Q2 2022-2026 198,248 182,331 178,754 158,302 154,564 144,552 139,411 138,549 122,146 91,096 91,817 87,898 71,848 73,016 73,616 April May June Freetrailer Group A/S | Investor | August 2026 9

  10. Slide 10: Number of rental products

    Number of rental products 7,268 5,876 4,867 3,626 2,801 30-06-2022 30-06-2023 30-06-2024 30-06-2025 30-06-2026 Freetrailer Group A/S | Investor | August 2026 10

  11. Slide 11: Q2 rental frequency

    Q2 rental frequency 101.4% 92.1% 87.3% 88.6% 87.8% 30-06-2022 30-06-2023 30-06-2024 30-06-2025 30-06-2026 Freetrailer Group A/S | Investor | August 2026 11

  12. Slide 12: Quarterly revenue

    2022 2023 2024 2025 2026 DKK MILLION Quarterly revenue 50.0 41.8 39.6 35.7 34.5 33.2 31.7 28.3 28.4 36.5 25.3 22.4 20.6 19.7 17.0 17.8 16.8 15.5 Q1 January to March Q2 April to June Q3 July to September Q4 October to December Freetrailer Group A/S | Investor | August 2026 12

  13. Slide 13: EBIT Margin impacted by investments & one-off costs

    EBIT Margin impacted by investments & one-off costs 18.7% 14.1% 11.9% 10.1% -1.9% 30-06-2022 30-06-2023 30-06-2024 30-06-2025 30-06-2026 Freetrailer Group A/S | Investor | August 2026 13

  14. Slide 14: P&L and change in Q2 EBIT 2026 vs 2025

    DKK MILLION P&L Change in Q2 EBIT 2026 vs 2025 2026 2025 Delta 25 Q2 Q2 Q2 10 Net revenue 50.0 39.7 10.3 20 Other operating income 0.0 0.3 -0,3 15 13 Operation cost -10.0 9.7 -19.,8 11 -02 Other external costs -8.1 -4.5 -3.6 10 Gross profit 31.9 45.2 -13.3 05 09 Staff costs -14.2 -12.0 -2.2 00 -20 D

  15. Slide 15: Raising revenue & EBIT guidance for 2026

    Raising revenue & EBIT guidance for 2026 Strong trailer roll-out has enabled us to raise our revenue guidance once again. EBIT guidance has been raised following strong high-season performance. Costs include DKK 4.5m in one-off costs and Net revenue EBIT investments in technology, the sales team, ac

  16. Slide 16: Solid Cash Position

    DKK MILLION Solid Cash Position 41.4 2026; change in insurance set-up 33.6 30.6 30.5 Positive working capital provides the financial independent for the upcoming strategy 16.2 • Long-term strategic investments • M&A • Share buy back 30-06-2022 30-06-2023 30-06-2024 30-06-2025 30-06-2026 Freetrailer

  17. Slide 17: Launch of Share buy-back

    Launch of Share buy-back 1. Purpose; optimise capital structure and covering for warrant programs 2. Up to DKK 20m 3. Runs from 31 August till end of December 2026 4. Shares repurchased in the market at prevailing market prices according to EU rules (less than 25% of total daily volume, not at highe

  18. Slide 18: Accelerate Growth Profitably

    Our focus is to Accelerate Growth Profitably Freetrailer Group A/S | Investor | August 2026 18

  19. Slide 19: Denmark

    Partners 30 June 2026 Country insight Denmark 64 Growth 21% vs LY Utilisation rate YTD Trailers 30 June 2026 94.4% 2,415 Growth 2.8pp Locations 30 June 2026 Growth 7% vs LY 520 Growth 19% vs LY • Continuous expansion in 2026 with larger partners like IKEA, jem&fix and Elgiganten • Strengthening part

  20. Slide 20: Sweden

    Partners 30 June 2026 Country insight Sweden 147 Growth 26% vs LY Utilisation rate YTD Trailers 30 June 2026 70.3% 2,886 Growth -2.1pp Locations 30 June 2026 Growth 28% vs LY 991 Growth 31% vs LY • Largest Freetrailer market in terms of trailers • Strong competitive situation • Loss of ByggMax (Febr

  21. Slide 21: Norway

    Partners 30 June 2026 Country insight Norway 39 Growth 30% vs LY Utilisation rate YTD Trailers 30 June 2026 80.5% 1,073 Growth 4.1pp Locations 30 June 2026 Growth 27% vs LY 292 Growth 38% vs LY • Significant growth in Partners and locations • Large win with Elkjøp • Strong lift in demand • Increasin

  22. Slide 22: Germany

    Partners 30 June 2026 Country insight Germany 44 Growth 76% vs LY Utilisation rate YTD Trailers 30 June 2026 29.8% 568 Growth -6.9pp Locations 30 June 2026 Growth 84% vs LY 264 Growth 100% vs LY • Fragmented competition and several large partners with own solution • IKEA agreement expanded, great wi

  23. Slide 23: Netherlands

    Partners 30 June 2026 Country insight Netherlands 29 Growth 164% vs LY Utilisation rate YTD Trailers 30 June 2026 61.6% 326 Growth 31.1pp Locations 30 June 2026 Growth 44% vs LY 132 Growth 76% vs LY • Strong market position established in 15 months • Increasing team from 2 to 4 dedicated in sales •

  24. Slide 24: New Strategy 2030

    New Strategy 2030 To be presented on 17 September 2026. 17.09 Stock market announcement Webinar at 12.30 pm before 9.00 am Investor presentations Shareholder event at HQ and PR with a strategy update and news from the Board Freetrailer Group A/S | Investor | August 2026 24

  25. Slide 25: Freetrailer summary: guidance, partner wins, new strategy

    > freetrailer D freetraiter SD freotritor Raising revenue & EBIT guidance for 2026 New Strategy 422% $+35% ‘7,500+ NPS80 Net revenue DKK 178-185m @parner wins

  26. Slide 26: Thank you for your time today

    Thank you for your time today Freetrailer Group A/S www.freetrailer.com info@freetrailer.com

Freetrailer Group — Q2 2026 Earnings Presentation on 6ix