Slide 1: Solid output growth despite adverse weather conditions
Solid output growth despite adverse weather conditions Trading Statement 3M 2026 © © Mango ZÜBLINFresh and Creative Scandinavia AB
Slide 2: Disclaimer
Disclaimer This presentation is made by STRABAG SE (the "Company“) solely for use at should not be interpreted as having been adopted or endorsed by the Company investor meetings and is furnished to you solely for your information. as being accurate. This presentation contains forward-looking statem
Slide 3: Highlights 3M 2026
01 Highlights 3M:2026 WORK ON PROGRESS
Slide 4: STRABAG has made a successful start to the 2026 financial year
STRABAG has made a successful start to the 2026 financial year. Although the cold temperatures in January and February meant that transport infrastructure projects got under way later than usual, we nevertheless managed to increase our output and further expand our order backlog. This demonstrates t
Slide 5: Successful start to 2026 for STRABAG
HIGHLIGHTS 3M 2026 Successful start to 2026 for STRABAG Higher output despite cold weather in parts of Europe € 3.9 bn Weather-related declines in Poland and Austria more than offset +4% vs. 3M 2025 Order backlog continued to grow in 3M 2026 € 33.1 bn Major order intakes in Chile and European core m
Slide 6: Infrastructure and industrial construction as backbone of growth
HIGHLIGHTS 3M 2026 Infrastructure and industrial construction as backbone of growth Infrastructure Building construction Public vs. private STRABAG more than offsets High structural demand for Positive developments in Rebalancing of private/public declining trends mobility infrastructure upgra
Slide 7: Major projects acquired in key strategic areas
HIGHLIGHTS 3M 2026 Major projects acquired in key strategic areas I+S 1 S+E 2 N+W 3 Transformation of Chile’s largest open-pit copper mine 1 Chuquicamata into underground operation Final section of Slovenia’s 3rd Development Axis 2 (Northern Corridor) – Lot A ~ € 800 mn ~ € 194 mn N.A. Velenje expre
Slide 8: Group & Segment Performance 3M 2026
02 Group & Segment Performance 3M 2026 8
Slide 9: Output and order backlog up in 3M 2026
GROUP PERFORMANCE 3M 2026 Output and order backlog up in 3M 2026 Output volume | € mn Output volume by region | % Output up despite adverse weather +4% Weather-related declines particularly in 9 Poland and Austria 3,716 3,870 9 Germany 3,436 Austria Declines more than offset by strong growth 49
Slide 10: Solid performance across all operating segments
SEGMENT PERFORMANCE 3M 2026 Solid performance across all operating segments North + West South + East International + Special Divisions Share of Group Share of Group Share of Group 44 output volume | % 30 output volume | % 25 output volume | % Austria International Poland United Kingdom Czech Republ
Slide 11: North + West: Germany leads segment growth
SEGMENT PERFORMANCE 3M 2026 North + West: Germany leads segment growth Key Indicators Performance 3M 2026 € mn 3M 2026 3M 2025 Δ% Output volume Output volume 1,689 1,533 10 − Germany up, driven by energy infrastructure and building construction Order backlog 13,558 13,091 4 − Slight increases in S
Slide 12: South + East: Weather-related declines more than offset
SEGMENT PERFORMANCE 3M 2026 South + East: Weather-related declines more than offset Key Indicators Performance 3M 2026 € mn 3M 2026 3M 2025 Δ% Output volume Output volume 1,178 1,126 5 − Poland and Austria down in Q1 due to adverse weather conditions; Order backlog 8,610 8,530 1 road construction
Slide 13: International + Special Divisions: Order backlog further expanded
SEGMENT PERFORMANCE 3M 2026 International + Special Divisions: Order backlog further expanded Key Indicators Performance 3M 2026 € mn 3M 2026 3M 2025 Δ% Output volume Output volume 956 1,009 -5 − Decline in output driven by real estate development: high prior-year Order backlog 10,870 6,380 70 bas
Slide 14: Share & Outlook 2026
04 Share & Outlook 2026 STRABAG WORK ON PROGRESS
Slide 15: STRABAG on the capital markets
STRABAG SHARE STRABAG on the capital markets STRABAG share price development Shareholder structure (April) | % 150% 2.2 STRABAG ATX STOXX Haselsteiner Family 20.0 27.0 UNIQA/Raiffeisen1) 125% +16% Market cap MKAO “Rasperia 10.6 bn Trading Limited” 2) € 11.3 100% Free float 24.1 26.7 Treasury shares
Slide 16: Implications of the Iran conflict
OUTLOOK 2026 Implications of the Iran conflict STRABAG presence in the Middle East Implications for STRABAG No operations in Iran STRABAG Middle East Projects are running (FY 2025): • All projects in the Middle East are operational, under Operations in ~ 1% of Group output enhanced security precauti
Slide 17: Full-year 2026 guidance confirmed
OUTLOOK 2026 Full-year 2026 guidance confirmed Output volume Based on high order backlog and expected contributions from acquisitions ~ € 22 bn EBIT margin EBIT margin 2026 expected in a 5.0%–5.5% range 5.0% – 5.5% STRABAG on Net investments track to deliver Cash flow from investing activities ≤ € 1
Slide 18: Capital allocation policy 2026
OUTLOOK 2026 Capital allocation policy 2026 ≤ € 1.5 bn Shareholder Total CAPEX (cash flow from investing activities) return ~ € 600 mn ~ € 900 mn Maintenance Growth Reliable dividend CAPEX CAPEX Value-accretive M&A – in line with priorities of Strategy 2030 • Dividend policy: Purchase of PPE* and M&
Slide 19: Financial calendar 2026
Financial calendar 2026 April June November Annual and Sustainability Report 2025 Annual General Meeting 2026 Trading Statement Publication 7:00 a.m. CEST Begin 10:00 a.m. CEST January-September 2026 Investor and analyst Publication 7:00 a.m. CET conference call 3:00 p.m. CEST 12 28 21 12 28 12 Febr
Slide 20: Contact
Contact Marco Reiter Head of Investor Relations marco.reiter@strabag.com Asmir Music Investor Relations Manager asmir.music@strabag.com Natascha Schulz Investor Relations Manager natascha.schulz@strabag.com investor.relations@strabag.com +43 800 880890 strabag.com STRABAG SE Donau-City-Str. 9 1220 V