Slide 1: Half-Year Results Fiscal Year 2025
Half-Year Results Fiscal Year 2025 November 4, 2025, Winterthur, Switzerland
Slide 2: Disclaimer
Disclaimer The contents of this document, including all statements made therein, are based on estimates, assumptions and other information currently available to the management of Burckhardt Compression. This document contains certain statements related to the future business and financial performan
Slide 3: Agenda
Agenda 1 Key Highlights and Market Developments 04 2 Operational Review 11 3 Financial Review 18 4 Outlook 22 Half-Year Results Fiscal Year 2025 4 November 2025 3
Slide 4: Key Highlights and Market Developments
Key Highlights and Market Developments Fabrice Billard CEO Half-Year Results Fiscal Year 2025 4 November 2025 4
Slide 5: Successful backlog delivery and sustained value creation in a challenging market environment
Successful backlog delivery and sustained value creation in a challenging market environment Order intake reflects Sales supported by EBIT margin z market uncertainties z large order backlog z driven by sales mix Financials 1HY FY 2025 400.7 1HY FY 2025 516.2 1HY FY 2025 12.7% (in mn CHF) 1HY FY 202
Slide 6: Macroeconomic environment marked by US tariff uncertainty and currency fluctuations
Macroeconomic environment marked by US tariff uncertainty and currency fluctuations Status update Systems (USA contributing ~5% of Systems revenues in past 5 years on average) • Projects under execution not affected by tariffs Macro- • New potential projects partially affected (39% tariff Switzerlan
Slide 7: 1HY FY 2025 market trends: most markets negatively affected by tariff uncertainties
1HY FY 2025 market trends Most markets negatively affected by global tariff uncertainties Trends across segments and regions Petrochemical/ Gas Transport H2 Mobility & Industrial Gas Refinery Gas Gathering & Chemical Industry & Storage Energy Processing China facing Pipeline lively for LNG Continuin
Slide 8: Mitigating actions in place to strengthen resilience
Mitigating actions in place to strengthen resilience, including acceleration of existing MRP initiatives and further targeted actions Resilient set-up Acceleration of MRP initiatives1 Additional measures under way • Large order backlog • Operational excellence • Targeted cost reduction measures in •
Slide 9: Acquisition of ACT
Acquisition of ACT Enhances US market access and local parts manufacturing capabilities Improved access to US Provides recip parts Enhances retro-engineering Mitigates tariff-related downstream customers manufacturing capabilities capabilities (esp. OBC) impact • In Batavia, Illinois: new • Machine
Slide 10: Sustainability roadmap
Sustainability roadmap Continuous progress in 1HY FY 2025 and well on track for FY 2027 targets FY 2027 target Status Progress in 1HY FY 2025 50% CO2 emission • Extension of smart environmental monitoring in India Climate n/a intensity1 • Steady improvements driving energy savings 8 material >75% re
Slide 11: Operational Review
Operational Review Fabrice Billard CEO Half-Year Results Fiscal Year 2025 4 November 2025 11
Slide 12: Systems Division: Sales and profitability growth
Systems Division Sales and profitability growth; markets affected by geopolitics and US tariffs Key figures - Systems Division In mn CHF 1HY FY 2025 1HY FY 2024 Change • Order intake down 45.8% (-42.9% net of FX translation effects) o Market uncertainty, mainly driven by US tariffs Order intake 245.
Slide 13: Systems Division: Systematic progress on all four pillars
Systems Division Systematic progress on all four pillars in 1HY FY 2025 • Strengthening competitive position for Hyper Compressors with partial Progress Strengthen localization in China towards our core business • Intensified sales coverage Western Europe, USA, Middle East (new office in strategic A
Slide 14: Systems Division: In-country value secures major order for ammonia export terminal
Systems Division In-country value secures major order for ammonia export terminal Key project in Abu Dhabi BC-offered solution Key success factors • Ammonia storage • Complete boil-off gas • Understanding local project, cornerstone for reliquefaction system requirements (ICV) and hydrogen-based ener
Slide 15: Services Division: Margin expansion in challenging environment
Services Division Margin expansion in challenging environment Key figures - Services Division In mn CHF 1HY FY 2025 1HY FY 2024 Change • Order intake down by 4.4% (+0.9% net of FX translation effects) o Negative impact from closure of 3 service centers in USA in Aug 2024 Order intake 155.2 162.3 -4.
Slide 16: Services Division: Systematic progress on all four pillars
Services Division Systematic progress on all four pillars in 1HY FY 2025 Progress Strengthen • Acquisition of ACT in USA towards our core business • New Service Centers in Pottstown (USA), Sarnia (Canada) & Bahia (Brazil) strategic objectives • Upgraded valve manufacturing in Switzerland Operational
Slide 17: PROGNOST-NT Predictive Intelligence calculates remaining useful lifetime
Services Division PROGNOST®-NT Predictive Intelligence calculates remaining useful lifetime NT Predictive Intelligence overview System architecture AI / Machine learning1 Customer benefits • Enables condition-based compressor maintenance • Supports repair planning Cloud computing • Extends safe oper
Slide 18: Financial Review
Financial Review Rolf Braendli CFO Half-Year Results Fiscal Year 2025 4 November 2025 18
Slide 19: Group financials: Further growth of sales, stable net income
Group financials Further growth of sales, stable net income Reported results In mn CHF 1HY FY 2025 1HY FY 2024 Change • Order intake down 34.9% (-31.3% net of FX translation effects) o Due to market uncertainties and currency translation effects Order intake 400.7 615.2 -34.9% Sales 516.2 502.11 +2.
Slide 20: Group financials: Positive net financial position
Group financials Positive net financial position Cash flow statement In mn CHF 1HY FY 2025 1HY FY 2024 • CFO at CHF 30.3 mn o Positive development in A/R due to strong cash collection and a further Cash initial balance as of April 1 222.9 107.2 increase in advance payments from customers Cash Flow f
Slide 21: Group financials: Robust balance sheet
Group financials Robust balance sheet Balance sheet In mn CHF 1HY FY 2025 1HY FY 2024 • Property, Plant and Equipment stable Property, plant & equipment 172.0 170.0 • Balance between advance payments from customers, work in progress Inventories 438.2 359.71 (WIP) and advance payments to suppliers at
Slide 22: Outlook
Outlook Fabrice Billard CEO Half-Year Results Fiscal Year 2025 4 November 2025 22
Slide 23: FY 2025 outlook: On track to reach FY 2025 guidance
FY 2025 outlook On track to reach FY 2025 guidance FY 2025 Strong order backlog guidance provides visibility Sales ~CHF 1.1 bn Uptick in Systems customer activity in September Mitigation measures in EBIT margin place to adapt to market conditions Similar level to FY 2024 Continued progress on Strong
Slide 24: Mid-term outlook
Mid-term outlook Global megatrends continue to underpin our Mid-Range Plan trajectory Growing global population1 Energy security Energy transition • Increased need/demand for chemical • Growing infrastructure for energy • Growing share of natural gas in products, polymers and industrial availability
Slide 25: Half-Year Results Fiscal Year 2025 4 November 2025
Half-Year Results Fiscal Year 2025 4 November 2025 25
Slide 26: Glossary
Glossary • ACT Advanced Compressor Technology • LNG Liquefied natural gas • AI Artificial intelligence • LPG Liquefied petroleum gas • BC Burckhardt Compression • MRP Mid-range plan • CCUS Carbon capture, utilization, and storage • OBC Other brand compressor • CMD Capital markets day • OEM Original