Slide 1: Investor Update 2025
Investor Update 2025 Media and Investor Presentation, October 22, 2025 Thomas Oetterli, Group CEO Oliver Streuli, Group CFO
Slide 2: Agenda
Agenda 01 Key Messages 02 Current Trading 03 Update Barmag Acquisition 04 Strategy Execution 05 Outlook 2025 Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 2
Slide 3: 1 Key Messages
1 Key Messages Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 3
Slide 4: Rieter Group – Key Messages
Rieter Group – Key Messages Order Intake Market Outlook Barmag Acquisition CHF 559.3 million (-11%) Remains challenging On track Sales Performance Improvement Balance Sheet CHF 457.7 million (-22%) Significant cost reduction Strengthened via capital increase Orders Above Sales Automation Financing 9
Slide 5: 2 Current Trading
2 Current Trading Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 5
Slide 6: Current Market Situation
Current Market Situation After a promising first quarter 2025, macroeconomic turbulences strongly impacted market sentiment RoW India China ‒ Africa ‒ Still rather low margins ‒ Continued positive investment Market ‒ Asian countries1 ‒ Increased government sentiment for domestic market ‒ Europe supp
Slide 7: Order Intake – Quarterly View
Order Intake – Quarterly View Excluding the exceptional orders by DIW in 2024, order intake has grown during the first nine months of 2025 CHF million +11% +12% 559 505 452 -17% +27% +32% Q1 Q2 Q3 Q4 9M 2023 2024 2025 Orders from DIW (Chinese customer) Investor Update 2025 . Media & Investor Present
Slide 8: Order Intake
Order Intake Decline in orders further accentuated by foreign currency effects CHF million -11% 629.8 -49.1 -19.6 16.8 -18.6 559.3 9M24 Machines & Systems Components After Sales FX impact 9M25 (in local currencies) (in local currencies) (in local currencies) Investor Update 2025 . Media & Investor P
Slide 9: Sales
Sales Decline in sales due to lower volumes in Machines & Systems Division CHF million -22% 584.3 -67.5 -27.7 -19.8 -11.6 457.7 9M24 Machines & Systems Components After Sales FX impact 9M25 (in local currencies) (in local currencies) (in local currencies) Investor Update 2025 . Media & Investor Pres
Slide 10: 3 Update Barmag Acquisition
3 Update Barmag Acquisiton Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 10
Slide 11: Barmag Acquisition – Update
Barmag Acquisition – Update Upcoming Barmag closing expected to unlock significant value for shareholders Equity and debt financing Regulatory approvals ‒ Largest public equity raise relative to market cap ‒ Status of merger clearance process: in Switzerland ever successfully completed: ‒ 97% approv
Slide 12: 4 Strategy Execution
4 Strategy Execution Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 12
Slide 13: Rieter Makes the Difference
Rieter Makes the Difference What we aspire to achieve… Vision Rieter in every spinning mill What we do… Mission Rieter provides leading technology for fiber processing Where we win… Technology Customer Automation Innovative Solutions Financing Leadership Service and Digitization How we win… Sales Co
Slide 14: On the Way to the Fully Automated Spinning Mill
On the Way to the Fully Automated Spinning Mill Autonomous transport systems and collaborative robotics are expected to automate the entire value stream Digital Spinning Suite ESSENTIAL Autonomous transport Bale transport system SERVObale Fully automated can transport system SERVOcan Fully automated
Slide 15: New at ITMA Asia in Singapore – October 28-31, 2025
New at ITMA Asia in Singapore – October 28-31, 2025 The smart gateway to the future SERVObale SERVOcan SERVOpack Bale transport system Fully automated can transport system Fully automated packaging system ‒ Automated transport of cotton and ‒ Automated guided vehicle system from ‒ Comprehensive solu
Slide 16: Agile Structures and Supply Excellence
Agile Structures and Supply Excellence Rieter’s push for performance improvement continues Relocate functions to markets Improve production footprint ‒ Decentralize and strengthen sales organization to ‒ Optimize production to increase efficiency and enhance customer centricity leverage economies of
Slide 17: 5 Outlook
5 Outlook Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 17
Slide 18: Outlook for the Full Year 2025 Adjusted
Outlook for the Full Year 2025 Adjusted ‒ As a number of projects have been postponed for delivery in 2026 due to macropolitical uncertainties, Rieter (without consideration of the Barmag Division) now expects sales for the full financial year 2025 of around CHF 700 million (previously: CHF 750 to 8
Slide 19: Q&A
Q&A Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 19
Slide 20: Disclaimer
Disclaimer Rieter is making great efforts to include accurate and up-to-date information in this document, however we make no representations or warranties, expressed or implied, as to the accuracy or completeness of the information provided in this document and we disclaim any liability whatsoever
Slide 21: Appendix
Appendix Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 21
Slide 22: Order Intake by Division
Order Intake by Division Difference in CHF million 9M24 9M25 Difference local currency Rieter 629.8 559.3 -11% -8% Machines & Systems 347.1 287.1 -17% -14% Components 164.1 142.6 -13% -12% After Sales 118.6 129.6 9% 14% Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 22
Slide 23: Sales by Division
Sales by Division Difference in CHF million 9M24 9M25 Difference local currency Rieter 584.3 457.7 -22% -20% Machines & Systems 264.1 191.9 -27% -26% Components 184.5 154.6 -16% -15% After Sales 135.7 111.2 -18% -15% Investor Update 2025 . Media & Investor Presentation . October 22, 2025 Page 23
Slide 24: Sales by Region
Sales by Region Difference in CHF million 9M24 9M25 Difference local currency Rieter 584.3 457.7 -22% -20% Asian countries1 122.7 85.3 -30% -30% China 118.4 133.5 13% 17% India 83.9 70.2 -16% -13% Türkiye 100.8 27.8 -72% -71% North and South America 76.8 89.1 16% 18% Europe 36.4 40.5 11% 13% Africa
Slide 25: Financial Calendar
Financial Calendar Results press conference 2026 February 26, 2026 Deadline for proposals regarding the agenda of the Annual General Meeting March 3, 2026 Annual General Meeting 2026 April 16, 2026 Semi-Annual Report 2026 July 17, 2026 Investor Update 2026 October 28, 2026 Investor Update 2025 . Med