Slide 1: IR Presentation June 2026
stratecee STRUCTURED FOR PROGRESS IR PRESENTATION June 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Forward-looking statements involve risks. This company presentation contains various statements concerning the future performance of STRATEC. These statements are based on both assumptions and estimates. Although we are convinced that these forward-looking statements are realis
Slide 3: STRATEC at a Glance
STRATEC AT A GLANCE Leading OEM player for automation solutions for the diagnostics industry and translational research Three decades of experience in highly regulated healthcare markets and growing technology pool Around 1.400 employees worldwide Around 50% allocable to R&D Production sit
Slide 4: Unique Position within the Value Chain
UNIQUE POSITION WITHIN THE VALUE CHAIN Shared responsibilities STRATEC provides instrumentation, consumables, software and automation solutions Analyzer Market Systems Access Partner OEM development and manufacturing Several thousand automated analyzer systems manufactured annually Wide range
Slide 5: Active in Fast Growing Segments
ACTIVE IN FAST GROWING SEGMENTS IVD MARKET SEGMENTS / IVD MARKET: ~90 BILLION USD IVD market by technologies Focus on market segments with above average complexity and growth Molecular Diagnostics Random access analyser systems (mid-to-high throughput) Smart consumables (multiplexing) POC devi
Slide 6: Benefitting from Outsourcing Trend
BENEFITTING FROM OUTSOURCING TREND OUTSOURCED VS IN HOUSE INSTRUMENTATION MARKET The majority of instrumentation Trend of outsourcing towards specialized players set to continue, due to: equipment in the IVD market is still developed in-house by diagnostics Engineering of automation solutions ofte
Slide 7: Strong Recurring Revenue Base
STRONG RECURRING REVENUE BASE Smart consumables Service and spare parts Service parts and consumables (41% of sales) Maintenance parts Spare parts Classic plastic consumables (eg. Pipetting tips, reaction vessels) Perestaltic Pump Smart consumables (highly complex cartridges; microfluidics,
Slide 8: Strong Long-Term Customer Relationships
STRONG LONG-TERM CUSTOMER RELATIONSHIPS A SELECTION OF STRATEC CUSTOMERS Sales 2025 GLOBAL TOP 20 IVD COMPANIES (USD billion) 1. Roche 16.9 … And other technology pioneers 2. Danaher 9.9 3. Abbott 8.9 4. Siemens Healthineers 4.7 5. Thermo Fisher 4.7 6. bioMerieux 4.0 7. Sysmex 3.4 8. Exact Sciences
Slide 9: Global Set-up Aligned with Customers
GLOBAL SET UP ALIGNED WITH CUSTOMERS LOCATIONS OF THE STRATEC GROUP Site overview Birkenfeld, Germany Budapest, Hungary Anif, Austria Beringen, Switzerland HQ, R&D, Instrumentation Instrumentation Production, R&D, Consumables Production, Instrumentation Production Production, Sales Sales Sales Cluj,
Slide 10: Q1 2026 at a Glance
Q1 2026 AT A GLANCE HIGHLIGHTS AND ACHIEVEMENTS Declines in sales and As already predicted, Well-filled development 2026 guidance profitability in line negative scale and pipeline and progress in confirmed with intra-year product mix effects, transferring projects to planning burdened margin serial
Slide 11: Q1 2026 Financials at a Glance
FINANCIAL REVIEW Q1 2026 FINANCIALS AT A GLANCE1 € 000s Q1 2026 Q1 2025 Change -11.5 % Sales 53,426 60,363 (cc: -8.8%) Adjusted EBITDA 4,691 9,305 -49.6% Adjusted EBITDA margin (%) 8.8 15.4 -660 bps Adjusted EBIT 691 5,363 -87.1% Adjusted EBIT margin (%) 1.3 8.9 -760 bps Adjusted consolidated net in
Slide 12: Adjustments Q1 2026
FINANCIAL REVIEW ADJUSTMENTS Q1 2026 EBIT Consolidated net income € 000s Q1 2026 Q1 2025 € 000s Q1 2026 Q1 2025 Adjusted EBIT 691 5,363 Adjusted consolidated net income -1,110 3,155 Adjustments: Adjusted earnings per share in € (basic) -0.09 0.26 PPA amortization -556 -924 Adjustments: Other1 -239 -
Slide 13: Sales Q1 2026
FINANCIAL REVIEW SALES Q1 2026 Q1 2026 sales -8.8% yoy in constant currency to € 53.4 million (nominal: -11.5%) -8.8% at cc € 60.4 YoY million € 53.4 million • Double-digit growth rate with system sales in Q1/2026 • Decline in service parts and consumables sales due to logistics optimizations measur
Slide 14: Adjusted EBIT and EBIT Margin Q1 2026
FINANCIAL REVIEW ADJUSTED EBIT AND EBIT MARGIN Q1 2026 Q1 2026 adj. EBIT at € 0.7 million € 5.4 million -87.1% Margin decline of 760 bps YoY to 1.3% YoY • Efficiency measures and structural changes Margin Margin 8.9% • Decreased share of high-margin spare parts and 8.9% -760 bps consumables YoY € 0.
Slide 15: Cash Flow and Net Debt Q1 2026
FINANCIAL REVIEW CASH FLOW AND NET DEBT Q1 2026 € 000s Q1 2026 Q1 2025 Change • Strong Cash Flow dynamics due to reduction in the elevated trade receivables position caused by strong end to the year 2025 Cash flow – operating activities 21,493 -3,153 n/a € 000s Q1 2026 FY 2025 Cash flow – investment
Slide 16: Sales by Operating Divisions FY 2025
FINANCIAL REVIEW SALES BY OPERATING DIVISIONS FY 2025 Sales in € million In % of total sales 160 100% 140 90% -4.5% 32% 35% 80% 120 (-6.2% at cc) +6.3% 70% 100 (+4.9% at cc) 60% 80 -5.6% 50% (-6.8% at cc) 43% 41% 60 40% 30% 40 20% 20 +26.9% 10% 25% 24% (+31.0% at cc) 0 0% Systems Service Parts & Dev
Slide 17: Financial Guidance for Fiscal Year 2026
OUTLOOK FINANCIAL GUIDANCE FOR FISCAL YEAR 2026 Consolidated sales for the 2026 financial year expected to grow in a medium to high single-digit percentage range on a constant-currency basis As in prior years and based on current order forecasts from customers, sales volumes are expected to be signi
Slide 18: Targets for Sales and Adjusted EBIT Margin 2028/30
OUTLOOK TARGETS FOR SALES AND ADJUSTED EBIT MARGIN 2028 / 20301,2 SALES TARGETS: CAGR of 6.0% to 8.0% for the period 2025 to 2028 In million € CAGR - Several products in an advanced ramp-up phase set to be main revenue driver Assumptions 10% - 12% - Slight recovery in MDx system demand post pandemic
Slide 19: Launch Pipeline Driving the Next Growth Phase
OUTLOOK LAUNCH PIPELINE DRIVING THE NEXT GROWTH PHASE UPCOMING LAUNCHES OVER THE NEXT FOUR YEARS1 Project L Project N • Successor product and next-generation fully automated • MultiPlex molecular diagnostics system, including complex immunoassay system for an existing customer consumable for an exit
Slide 20: Market Trends throughout Different Application Segments
OUTLOOK MARKET TRENDS TROUGHOUT DIFFERENT APPLICATION SEGMENTS OVERALL IVD MARKET GROWTH ~ Low to mid single-digit growth rates Market Trends by Application1 IMMUNOASSAY MOLECULAR COMPLEX HEMATOLOGY & IMMUNO- SAMPLE PREP OTHER ROUTINE HEMATOLOGY • Transfer of single • Ongoing trend toward TESTING mo
Slide 21: Rebuilding Profitability through Business Excellence
OUTLOOK REBUILDING PROFITABILITY THROUGH BUSINESS EXCELLENCE +380 bps >15.0% MARGIN TARGETS: +460 Adjusted EBIT margin of at least 13.0% by 2028 bps >13.0% +50 Adjusted EBIT margin of at least 15.0% by 2030 bps Adjusted EBIT margin 10.0% -230 +100 bps • Pricing measures bps -120 • Targeted portfolio
Slide 22: Corporate Social Responsibility
CORPORATE SOCIAL RESPONSIBILITY ECOLOGICAL SOCIAL CORPORATE RESPONSIBILITY RESPONSIBILITY GOVERNANCE FOR A BETTER TOMORROW TOWARDS PEOPLE AND SOCIETY AS A BASIS FOR TRUST AND TRANSPARENCY Global Environmental Policy Strong policies and measures to Compliance management system outlines the guid
Slide 23: Appendix
f stratecee AP PENDIX
Slide 24: Financial Calendar 2026
APPENDIX FINANCIAL CALENDAR 2026 Annual General Meeting 2026 2026-06-23 Publication Half-Year Financial Report H1|2026 2026-08-14 Publication Quarterly Statement 9M|2026 2026-11-12 24
Slide 25: Key Figures at a Glance
APPENDIX KEY FIGURES AT A GLANCE1 IFRS (€ million) 2020 2021 2022 2023 2024 2025 Sales 250.1 287.3 274.6 270.4 257.6 250.9 Adjusted EBIT 41.7 54.3 45.1 30.4 33.5 25.2 Adjusted EBIT margin (%) 16.7 18.9 16.4 11.2 13.0 10.0 Adjusted consolidated net income 35.2 45.1 34.7 19.0 20.5 14.2 Adjusted earnin
Slide 26: Shareholder Structure
APPENDIX SHAREHOLDER STRUCTURE (AS OF: MAY 2026) SHARE IPO Aug. 1998 Number of shares 12,157,841 Share price (May 28, 2026) € 16.48 Market capitalization € 200 million Institutional investors > 3%: • Brown Capital Management • Aalap Mahadevia / Briarwood Capital Partners LP • Morgan Stanley • JPMorg
Slide 27: Thank You for Your Attention
CONTACT STRATEC SE THANK YOU Gewerbestr. 37 75217 Birkenfeld FOR YOUR Germany ATTENTION Phone +49 7082 7916-0 Fax +49 7082 7916-999 www.stratec.com CONTACT Jan Keppeler, CFA Head of Investor Relations, Sustainability & Corporate Communications Phone +49 7082 7916-6515 j.keppeler@stratec.com 27