Pfisterer Holding Se · XETR:PFSE
Pfisterer — Investor Presentation (September 2026)
25 slides from Pfisterer's investor presentation, September 2026
Slide 1: Investor Presentation
Investor Presentation Pfisterer Holding SE September 2026
Slide 2: Johannes Linden
Johannes Linden Co-CEO (Management Board Member & Speaker) PFISTERER Holding SE Key Responsibilities: Finance & Operations +30 years of industry experience +3 of tenure at PFISTERER Investor Presentation | September 2026 2
Slide 3: Dr. Konstantin Kurfiss
Dr. Konstantin Kurfiss Co-CEO (Management Board Member) PFISTERER Holding SE Key Responsibilities: Sales & Technology +30 years of industry experience +16 years of tenure at PFISTERER Investor Presentation | September 2026 3
Slide 4: Be the preferred partner for innovative, reliable and mission-critical connection solutions
“Be the preferred partner for innovative, reliable and mission- critical electrical connection and insulation solutions“ Investor Presentation | September 2026 4
Slide 5: Leading supplier of mission-critical power grid connection and insulation solutions
Leading supplier of mission- Leading market position Cable-agnostic pure play critical power grid connection supplier of electrical connection and insulation and insulation solutions solutions Global production and sales setup Strong footprint in key Technological growth regions worldwide 450 80 exc
Slide 6: Applications and voltage levels served
Offshore-Wind ++ +++ Nuclear Energy ++ +++ Onshore-Wind ++ +++ Rail & Mobility Subsea Cable + ++ Solar Energy +++ + +++ Underground Cable ++ +++ Data Centers Power Distribution + ++ Repair- & Emergency Solutions + ++ ++ +++ Substation Overhead Lines ++ +++ ++ +++ Safety Equipment + ++ +++ Transmissi
Slide 7: Highly-diversified customer base and global distribution network
Highly-diversified customer base and global distribution network Global footprint with presence across 90+ countries Revenue split HY1 2026(1) Selected customers Utilities By geography Germany + (HQ) Czech Republic Middle East & Asia-Pacific 6 % China India UK Poland 25 % France Switzerland Cable Ma
Slide 8: Ongoing positive market environment and trends for growth and future opportunities
Ongoing positive market environment and trends for growth and future opportunities Large and fast-growing market 1 Strong market growth fuelled by megatrends of increasing electricity demand, higher renewables penetration & grid modernisation needs Unique positioning 2 Cable-agnostic pure play suppl
Slide 9: Strongly increasing electricity demand and technological changes as key growth drivers
Strongly increasing electricity demand and technological changes of the power landscape as key growth drivers Strong increase in electricity Technological demand and resilience supply changes Increasing share Overaged and Population growth / Decarbonisation / of (decentralised) outdated grid urbanis
Slide 10: Global enhancement and resolving of investment backlog in grids
Global enhancement and resolving of investment backlog in transmission and distribution grids offer additional strong growth Average annual transmission and Old energy world Transition New energy world distribution investments globally(2) $bn Annual grid investments in €(1) Long-term scenario: ~1.00
Slide 11: Addressable market expected to grow at a CAGR of 11.6% until 2030
Consequently, PFISTERER’s addressable market is expected to grow at a CAGR of 11.6 % until 2030 PFISTERER’s globally addressable market(1) €bn 30 25 24,5 Growth across all key 21,5 product categories 20 18,8 16,6 14,7 15 13,1 Outlook secured by 11,3 12,0 8,8 9,3 9,4 9,6 announced grid 10 investments
Slide 12: Significant grid investments recently announced by leading TSOs and DSOs
Significant grid investments recently announced by leading TSOs as well as DSOs (1) (2) (3) €21,6bn €8,4bn £8,0bn €14,8bn €5,4bn £6,0bn €4,0bn £2,1bn €1,2bn 2021A 2025A Average p.a. 2021A 2025A Average p.a. 2021/22A 2025/26A Average p.a. 2025-2029E 2026-2030E 2026/27-2030/31E (4) (5) (6) $16,2bn Rp
Slide 13: Industry's most comprehensive portfolio of connecting and insulation products
PFISTERER stands out from competition by What makes PFISTERER the preferred and trusted partner offering the industry’s most comprehensive for customers across various market sectors portfolio of connecting and insulation products • PFISTERER stands for quality, 18 % Contractors1 14 % Cables1 31 % U
Slide 14: Most comprehensive portfolio: competitive positioning
PFISTERER stands out from competition by offering the industry’s most comprehensive portfolio of connecting and insulation products Voltage ICSMs1 ++ +++ Generalists + ++ +++ Generation, Transmission Transmission, Distribution + Low Manufacturers and suppliers Manufacturers and suppliers of ++ Mediu
Slide 15: Market entry barriers rise rapidly with increasing voltage levels
Market entry barriers rise rapidly with increasing voltage levels, driven by strict regulations and comprehensive product know-how Higher Voltage, increased complexity Other market entry barriers Leading positioning in a well- Regulatory and certification High barriers protected niche with high know
Slide 16: Deeply incorporated into dozens of applications
Deeply incorporated into dozens of applications Mission-critical products for key power infrastructure 15 different PFISTERER products are installed on average in various applications from all product segments ~5-8% of total costs are attributable to the procurement and integration of PFISTERER prod
Slide 17: Specific products benefit from datacenter boom in the US
Specific products by PFISTERER benefit from datacenter boom in the US 1 Pluggable Bushing 4 LV Connector 1 2 2 HV Surge Arrester 5 MV Surge Arrester 4 3 5 3 MV Connex 6 SICON PFISTERER products support HV (220 kV) MV (20 kV) LV (6 kV) to connect datacenters to medium and high voltage grid infrastruc
Slide 18: Safe and reliable solutions across diverse networks and all voltage levels
Safe and reliable solutions for generation, transmission, and distribution across diverse networks and all voltage levels Low and Medium Voltage + ++ High Voltage +++ COM | Expertise: Metal OHL | Expertise: HVD & HVA | Expertise: Metal, Silicone, Electrical End-of-Line testing Metal, Silicone, Elect
Slide 19: Global footprint with local expertise favours proximity to clients
Global footprint with local expertise favours proximity to clients and creates competitive advantage Numerous mutually-reinforcing benefits from a scalable, global, well-invested model • Proximity to risk-averse customers to provide tailored solutions, fast response time and localized support • Lean
Slide 20: PFISTERER Strategyhouse 2030
PFISTERER Strategyhouse 2030 PROCESS OPTIMIZATION & DIGITALIZATION 1 2 3 CORE BUSINESS & BUSINESS FUTURE TRENDS MARKETS BOUNDARIES Grow Expand Drive innovation Leverage on strong technical Introduce new solutions to Invest in HV product development expertise in existing segments and complement exist
Slide 21: IPO proceeds and stock market listing to accelerate growth
IPO proceeds and stock market listing to accelerate growth and further strengthen PFISTERER’s leading position Key reasons for the IPO • Growth finance Successful IPO enables to accelerate growth Expansion of production capacities Listed in SCALE Segment of the Frankfurt Stock Exchange since May 202
Slide 22: Current projects being implemented to achieve strategic goals
Current projects being imple- mented to achieve strategic goals A Milestone on the Path to HVDC Market Launch HOCCA Innovation. Market Expansion. • PFISTERER has been granted a patent for its innovative • The insulating body and inner electrode are HVDC pluggable connector technology (“HVDC- in-hous
Slide 23: Powerful financial profile with strong double-digit topline growth
Powerful financial profile with strong double-digit topline growth paired with superior profitability Strong Increase top-line development in profitability Revenue (in €m) and growth Adj. EBITDA margin in% 14.7% 17.4% 15.4% 800-900 high teens to the low twenties 19,2(1) 17,8 CAGR 16,9 >11.6% 15,6 52
Slide 24: Ongoing positive market environment and trends for growth and future opportunities
Ongoing positive market environment and trends for growth and future opportunities Large and fast-growing market 1 Strong market growth fuelled by megatrends of increasing electricity demand, higher renewables penetration & grid modernisation needs Unique positioning 2 Cable-agnostic pure play suppl
Slide 25: Thank you for your attention
Thank you for your attention Investor Presentation | September 2026 25
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