Slide 1: Arcadis Q1 2026 Trading Update
Arcadis Q1 2026 Trading Update 30 April 2026
Slide 2: Trading Update
PART 1 Trading Update Heather Polinsky CEO Nominee
Slide 3: Executive team's top priorities for 2026
Executive team’s top priorities for 2026 Focus Simple, Drive for growth futureproof model cultural change Invest behind high-growth, Increase commerciality, enable Empower and drive our talent attractive sectors where Arcadis operating scale and embed to own and deliver has competitive advantage dig
Slide 4: Strong order intake and margin expansion
Trading Update Strong order intake and margin expansion First quarter results ✓ Systematically executing the strategic plan to get back to growth and improve profitability Net Order Operating ✓ Actions on track; execution Revenues Intake EBITA Margin1) progressing as planned €933M €1.1B 11.0% Organi
Slide 5: Backlog increased across all GBAs
Trading Update Backlog increased across all GBAs Order Intake and Backlog Organic Growth qtd1) Order intake highlights € millions, % Backlog Growth Resilience per GBA, qtd1) • BtB2) 1.16x driven by Water, Climate (US, NL) and Environmental Restoration (Brazil) 4.6% Resilience • Growing pipeline oppo
Slide 6: Continued strong demand for Water and Energy solutions
Global Business Area: Resilience Continued strong demand for Water and Energy solutions Q1 2026 Net Revenue Organic growth1) 3.5% ✓ Backlog growth driven hires ✓ Account leadership changes and Account Leader Training Water • Strong 15% growth in US Water Optimization: deep Optimization & technical e
Slide 7: Progress on restructuring and repositioning to address challenges
Global Business Area: Places Progress on restructuring and repositioning to address challenges in Property & Investment market Q1 2026 Net Revenue Organic growth1) -6.0% ✓ Rightsizing P&I in Canada and China: 150 people out in Q1’26, leadership changes Industrial • Growth in US pharma supported by o
Slide 8: Strong growth driven by North America
Global Business Area: Mobility Strong growth driven by North America Q1 2026 Net Revenue Organic growth1) 6.5% ✓ Hiring to meet backlog and pipeline demand in key areas ✓ Extensions on large • Strong growth from large Key Clients programs driving growth, Mobility • Increased road and port activity d
Slide 9: Pioneering Water & Climate solutions: leveraging digital and AI
Spotlight: AI in Water & Climate Pioneering Water & Climate solutions: leveraging digital and AI Innovations with our clients Pioneer Supporting water utilities in Water & Climate Technologies in their AI transition Product Product Advisory & thought leadership Enterprise Decision Analytics Climate
Slide 10: Repositioning to capture growth and building operational scale
Repositioning to capture growth and building operational scale to drive competitiveness Delivered in Q1 Ongoing for 2026 Focus ✓ Investments into key growth markets, ❑ Complete portfolio review and focus investments on for growth senior hires and new appointments highest return and right to win area
Slide 11: Financial Results
PART 2 Financial Results Simon Crowe CFO
Slide 12: Growth in Resilience and Mobility offset by Places
Financial Performance Growth in Resilience and Mobility offset by Places Margin benefiting from cost out programs Q1 2026 Net Revenues Q1 2026 Operating EBITA Margin2) 0.8% 11.0% Organic growth1) Q1’25: 10.9% • Growth driven by key markets in US, • Margin supported by cost out program Canada and Eur
Slide 13: Free cash flow performance in line with seasonal pattern
Financial Performance Free cash flow performance in line with season pattern Free Cash Flow (FCF)1) Days Sales Outstanding and Net Debt and Leverage2) € millions Net Working Capital % € million Days, % 1.8x 1.8x 1.9x 12.9% 13.4% 14.0% 1.6x 1.5x 344 10.8% 12.1% 1.3x 8.3% 61 67 68 73 64 739 920 1,039
Slide 14: Strategic actions driving 2026 margin expansion
Financial Performance Strategic actions driving 2026 margin expansion Operating EBITA Margin1) levers • Cost-out program benefit of 40-50bps: • Corporate restructuring: 11.7%- -100 in Q4’25, -84 in Q1’26 12.0% • Disciplined opex management: 11.1% reduction in travel and advisory costs • Rightsizing
Slide 15: Wrap up
PART 3 Wrap up Heather Polinsky CEO Nominee
Slide 16: Relentless execution of 2026 priorities
Relentless execution of 2026 priorities to drive: focus, simplification and performance culture Encouraging momentum Executing 2026 priorities • Good order intake across all GBAs • Refocusing business to high growth markets through • Growth step up led by high growth markets in investments Change ti
Slide 17: | ARCADIS
| ARCADIS PART 4
Slide 18: Appendix
@ARCADIS Appendix
Slide 19: Quarterly trend for Free Cash Flow, Net Debt and Net Working Capital
Appendix Quarterly trend for Free Cash Flow, Net Debt and Net Working Capital % 13.4% 14.0% 12.7% 12.7% 12.9% 12.1% 11.6% 10.8% 9.3% 8.3% 963 1,016 1,039 978 974 873 886 920 739 797 344 208 134 183 8 2 80 -97 -138 -149 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 N
Slide 20: Net Revenues Geographical Breakdown
Appendix Net Revenues Geographical Breakdown Net Revenues Q1’26 Geographical breakdown per GBA as % of total Arcadis Net Revenues Q1’26 Resilience Places Mobility 7% 14% 7% 18% 22% 31% 37% 46% 29% €933M 21% €356M €320M €257M 65% 25% 25% 27% 27% Americas Continental Europe UK & Ireland APAC © Arcadis
Slide 21: Disclaimer
Disclaimer Statements included in this presentation that are not The forward-looking statements are based upon our current historical facts (including any statements concerning expectations, plans, estimates, assumptions and beliefs that investment objectives, other plans and objectives of involve n