Pfisterer Holding Se · XETR:PFSE
Pfisterer — H1 2025 Earnings Presentation
22 slides from Pfisterer's earnings presentation, Aug 22, 2025
Slide 1: Publication of half-year report
Publication of half-year report August 22, 2025
Slide 2: PFISTERER overview
PFISTERER 2 PFISTERER overview
Slide 3: Management Board
Management Board +20 years of industry experience +20 years of industry experience +2 years of tenure at PFISTERER +13 years of tenure at PFISTERER(1) Previously at: Previously at: Johannes Linden Dr. Konstantin Kurfiss Co-CEO (Management Board Member & Speaker of the Executive Board) Co-CEO (Manage
Slide 4: Be the preferred partner for innovative, reliable and mission-critical solutions
“Be the preferred partner for innovative, reliable and mission- critical electrical connection and insulation solutions” 44
Slide 5: Cable-agnostic electrical connection and insulation solutions across the power value chain
ÜBERTRAGUNG Cable-agnostic electrical connection and insulation solutions across the entire power value chain and all voltage levels Onshore Wind Nuclear energy Rail & mobility Offshore Wind Solar Underground Cable Power distribution Repair- & emergency solutions Overhead Line Substation Safety equi
Slide 6: Global footprint and revenue split by geography and segment
PFISTERER’s setup ensures proximity to its highly-diversified customer base via a global distribution network Global footprint with presence across 90+ countries Revenue split H1/2025(1) Asia-Pacific By geography 9% Middle East & Germany Germany India Germany (HQ) 22% Poland Europe & Africa United K
Slide 7: Ongoing positive market environment in the second quarter of 2025
Ongoing positive market environment in the second quarter of 2025 supports PFISTERER’s growth and opportunities Increase in electricity demand driven by digitalization & AI 1 +1,500 TWh of additional electricity demand from AI data centers by 2030 – equivalent to three times Germany’s current electr
Slide 8: Financial performance H1 2025
Financial performance H1 | 2025
Slide 9: Strong Order Growth continues to drive Revenues while maintaining high margins
Strong Order Growth continues to drive Revenues while maintaining high margins EUR thousand H1/2025(2) H1/2024(2) Change Key Comments Order book (as of 30.06.2025) 312.469 198.700 57,3% ▪ Significant increase in Order Intake with solid Order Intake 290.218 200.589 44,7% margins across all product se
Slide 10: Strong Q2 result driven by volume and margin growth
Strong Q2 result driven by volume and margin growth – overcompensating IPO-related one-off costs EUR thousand Q2/2025(2) Q2/2024(2) Change Key Comments Order book (as of 30.06.2025) 312.469 198.700 57,3% ▪ Significant increase in Order Intake and Order Order Intake 146.063 94.134 55,2% book with sol
Slide 11: Massive increase in Order Intake with healthy organic sales development
Massive increase in Order Intake with healthy organic sales development Order book (1,2) (€m) Revenues (2) (€m) Key Comments ▪ Strong increase in Order book due to higher Order Intake in all +13,3% +9,5% segments. +21,5% 312,5 113,4 ▪ Region Europe & Africa and Middle East & India with higher Order
Slide 12: Consecutive high margin realization – favorable Order book supports positive outlook
Consecutive high margin realization – favorable Order book supports positive outlook Key Comments Gross Margin (in %) ▪ YoY-improvement on Gross margin of 2.5%. ▪ Mainly high-margin OHL products in Middle East and India lead to an increase of Gross margin. +0,3 pp +3,5 pp 0,0 pp ▪ Gross Margin of Q1
Slide 13: Convincing adjusted EPS development underlines future potential
Convincing adjusted EPS development underlines PFISTERER’s future potential adj. Earnings per Share (in €) Key Comments ▪ The included adjustments relate to the costs of the VSOP program. +0,01 ▪ Q2 2025: adjustments for IPO +0,51 0,00 specific consulting expenses and employee share program. 0,87 0,
Slide 14: Regional sales mix shifts towards Middle East
Regional sales mix shifts towards Middle East – Europe share declines despite higher Revenues Key Comments Revenue Split by Region (1) ▪ Despite an increase in sales of EUR +2,6 million compared to the H1/2024, the share of Europe and Africa decreased by -3,9%. H1/2024 H1/2025 ▪ Higher revenues in M
Slide 15: HVA and MVA drive growth – OHL stable with upside potential
HVA and MVA drive growth – OHL stable with upside potential from production ramp-up and Order book Key Comments Revenue Split by Segment (1) ▪ Growth in HVA (EUR +13,3 million) due to stronger demand in transmission systems. H1/2024 H1/2025 ▪ Rising MVA revenues (EUR +5,5 million) mainly with cable
Slide 16: PFISTERER Outlook
PFISTERER 2 PFISTERER Outlook
Slide 17: Significant events after the reporting date: HVDC High-Voltage Lab permit
Significant events after the reporting date PFISTERER receives building permit for HVDC High-Voltage Lab – strategic milestone in Winterbach ▪ €30 million investment in a state-of-the-art testing facility for HVDC cable accessories at the Winterbach site. ▪ Commissioning planned for 2027, with first
Slide 18: Significant events after the reporting date: Strengthening the Kadaň site
Significant events after the reporting date Strengthening the Kadaň site for future growth ▪ Securing long-term expansion options through land acquisition (48,000 m²). ▪ Leveraging site synergies with direct proximity to the existing plant. ▪ Ensuring flexible capacity expansion through additional r
Slide 19: Financial Calendar
Financial Calendar PFISTERER Holding SE – 2025/2026 August 22, 2025 Publication of half-year report 2025 September 10-11, 2025 Pareto Annual Energy Conference Oslo, Norway September 22, 2025 German Corporate Conference Munich, Germany November 19, 2025 Q3 Key figures and business performance Novembe
Slide 20: Questions & Answers
PFISTERER 2 Questions & Answers
Slide 21: Thank you for your attention.
Thank you for your attention. WWW.PFISTERER.COM 21 PFISTERER | Publication of half-year report | August 2025
Slide 22: PFISTERER | Publication of half-year report | August 2025
This presentation (including any printed or electronic copy of these slides, any oral presentation, the question and answer session and any written or oral material discussed or distributed at or in connection with the management presentation, the "Presentation") has been prepared by Pfisterer Holdi