Slide 1: PolyPeptide Group AG H1 2026 results presentation
PolyPeptide Group AG H1 2026 results presentation 13.08.2026 Baar Switzerland
Slide 2: Disclaimer
2 Disclaimer This presentation (the "Presentation") has been prepared by the Group operates. While the Group believes that such Alternative Financial Performance Measures (APM) PolyPeptide Group AG (“PolyPeptide” or the “Group”). The research and estimates are reasonable and reliable, they, and This
Slide 3: Q&A
Q&A The presentation will be followed by a Q&A session. Anyone who wishes to ask a question, or make a comment can do it in the following ways: • Through the telephone by pressing * and 1 (please register on the website to receive the personal dial-in details). In case of assistance please press * a
Slide 4: Agenda
Agenda 1 Business update Juan Jose Gonzalez, CEO 2 H1 2026 financial results Tim Brandl, Interim CFO 3 Guidance and Samsung Biologics’ offer Juan Jose Gonzalez, CEO 4 Q&A All 4
Slide 5: +42% growth in H1 2026, full-year guidance revised upwards
+42% growth in H1 2026, full-year guidance revised upwards Growth in revenue, marked improvement in profitability • +41.6% revenue increase versus H1 2025 driven by both Commercial and Development, specifically metabolics • EBITDA margin improved from 2.7% in H1 2025 to 20.7% in H1 2026, driven by s
Slide 6: Peptides - one of the most attractive markets for CDMOs
Peptides - one of the most attractive markets for CDMOs Global therapeutic peptide market1 Peptide drugs in clinical development2 Next wave of innovation in metabolic3,4,5,6 (USD bn) (Phase 1 to 3, Pre-registration) Total 591, split by therapeutic area in % 200 Metabolic Indications expansion – MASH
Slide 7: PolyPeptide is well-positioned with its 6 global cGMP sites
PolyPeptide is well-positioned with its 6 global cGMP sites Multi-site network Torrance, US Malmö, SE Clinical and Clinical and commercial commercial manufacturing manufacturing Malmö (SE) Braine-l’Alleud (BE) San Diego, US Strasbourg, FR Strasbourg (FR) Clinical Clinical and Torrance (US) manufactu
Slide 8: Sharpened growth strategy
Sharpened growth strategy Vision Most innovative peptide CDMO Competitive Innovation Development Modularity Advantages Multi-site network Operational/quality Talent, culture, Foundation Industrial-scale capabilities excellence and sustainability 8
Slide 9: Business mix further shifting to metabolic and commercial revenue
Business mix further shifting to metabolic and commercial revenue Revenue by Therapeutic Area Revenue by Business Area (EUR m) (EUR m) CAGR1 CAGR1 18.1% 18.1% 237 237 75 2.2% 90 15.3% 135 135 Covid 32 Covid 32 162 35.3% 44 20.1% Other 67 Development 147 59 Metabolic 36 Commercial H1 2021 H1 2026 H1
Slide 10: Capacity expansion plans on track and expanding further in the US and India
Capacity expansion plans on track and expanding further in the US and India Today 2021 2024 2028 Capacity Expansion Modularity Large-scale SPPS production in Braine-l’Alleud Operational, ramping up: SPPS capacity in Strasbourg Ongoing work to double SPPS capacity in Malmö Ambernath expansion Downstr
Slide 11: Malmö modular expansion on track to double SPPS capacity
Malmö modular expansion on track to double SPPS capacity Project highlights: • Metabolic program targeted investment • Investment of EUR ~100 million largely funded by a large pharmaceutical player • Modular concept — accelerated timeline compared to previous expansions − 2024: start of construction
Slide 12: Agenda
Agenda 1 Business update Juan Jose Gonzalez, CEO 2 H1 2026 financial results Tim Brandl, Interim CFO 3 Guidance and Samsung Biologics’ offer Juan Jose Gonzalez, CEO 4 Q&A All 12
Slide 13: Large programs driving growth in Development and Commercial
Large programs driving growth in Development and Commercial EUR m +41.6% +43.7% 236.6 240.1 3.5 • YoY revenue growth of 41.6%; 43.7% at 38.8 constant exchange rates • Commercial revenue up 35.8%, reflecting 30.8 high utilization of new large-scale capacity in 167.1 Braine-l’Alleud, as well as favora
Slide 14: EBITDA jumps based on high utilization and strong execution
EBITDA jumps based on high utilization and strong execution EUR m 2.7% 18.9% 20.7% 4.8 • Higher sales based on operational progress 49.1 4.8 9.2 as well as large-scale SPPS running at its 44.7 target utilization rate in Braine-l’Alleud • Investment in personnel ahead of H2 2026 growth partially offs
Slide 15: Solid cash generation and prepayments, strong liquidity maintained
Solid cash generation and prepayments, strong liquidity maintained EUR m Operating cash flow • Strong operating cash flow based on solid 19.5 operating performance and further net 44.7 inflows from customer prepayments • Net cash flow from investing activities of 74.6 45.8 EUR -45.8m 59.0 • EUR 100m
Slide 16: Agenda
Agenda 1 Business update Juan Jose Gonzalez, CEO 2 H1 2026 financial results Tim Brandl, Interim CFO 3 Guidance and Samsung Biologics’ offer Juan Jose Gonzalez, CEO 4 Q&A All 16
Slide 17: We revise our guidance for 2026 upwards
We revise our guidance* for 2026 upwards Previous Revised* Priorities for 2026 remain unchanged Revenue • Meet increasing demand, especially growth vs 2025 at CCR 20-25% 25-30% in metabolic • Execute capacity expansion in Malmö and Torrance, ramp-up in Strasbourg EBITDA margin Mid- to high-teens Hig
Slide 18: Confirming PolyPeptide's mid-term outlook
Confirming PolyPeptide’s mid-term outlook • Strategy to be the most innovative peptide CDMO, anchored on three Double 2023 revenue by 2028 competitive advantages − Innovation focused on green chemistry and process intensification − Superior pipeline development EBITDA margin approaching 25% by 2028
Slide 19: Samsung Biologics offer to acquire PolyPeptide
Samsung Biologics offer to acquire PolyPeptide • 20th July 2026 - PolyPeptide Group AG and Samsung Biologics Co., Ltd. announced they have entered into a transaction agreement under which Samsung Biologics agreed to make an all-cash public tender offer to acquire all publicly held registered shares
Slide 20: Agenda
Agenda 1 Business update Juan Jose Gonzalez, CEO 2 H1 2026 financial results Tim Brandl, Interim CFO 3 Guidance and Samsung Biologics’ offer Juan Jose Gonzalez, CEO 4 Q&A All 20
Slide 21: Q&A
Q&A The presentation will be followed by a Q&A session. Anyone who wishes to ask a question, or make a comment can do it in the following ways: • Through the telephone by pressing * and 1 (please register on the website to receive the personal dial-in details) In case of assistance please press * an
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Slide 23: Appendix
Appendix PolyPeptide Group AG polypeptide.com 23 23
Slide 24: Result for the period
Result for the period Summary P&L 30 June 2026 (unaudited) kEUR H1 2026 H1 2025 D&A Revenue 236,628 167,096 • One-time impact from impairment of EBITDA 49,091 4,434 previously capitalized project costs following decision to discontinue implementation of new margin % 20.7% 2.7% Manufacturing Executio
Slide 25: Consolidated income statement
Consolidated income statement 1 January – 30 June (unaudited) 25
Slide 26: Consolidated statement of financial position
Consolidated statement of financial position As at 30 June (unaudited) 26
Slide 27: Consolidated statement cash flow
Consolidated statement cash flow 1 January – 30 June (unaudited) 27
Slide 28: Contact and calendar
Contact and calendar Contact Events 2026 Tim Brandl 3 September 2026 HubXchange, San Francisco Interim CFO 6-11 September 2026 European Peptide Symposium 2026, Vienna T: +41 435 020 580 8-9 September 2026 Nordic Life Science Days, Stockholm investorrelations@polypeptide.com 15-17 September 2026 Chem
Slide 29: Thank you
Thank you PolyPeptide Group AG polypeptide.com 29
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