Stroeer Se & Co. Kgaa · XETR:SAX
Stroeer Se & Co. Kgaa — Ströer — Q2 2026 Earnings Presentation
15 slides from Stroeer Se & Co. Kgaa's earnings presentation, Aug 13, 2026
Slide 1: Ströer Q2 2026
Ströer Q2 2026 August 13, 2026 | Ströer SE & Co. KGaA
Slide 2: Agenda
Agenda Group Update 1 Financials 2 3 Outlook & Financial Calendar 2
Slide 3: Results 6M 2026
Results 6M 2026 m€ 6M 2025 6M 2026 ▲ Reported growth 980.2 1,037.4 +6% Revenues Organic growth(1) +0.5% +2.7% +2.2%pts EBITDA (adjusted) 266.3 273.0 +3% EBIT (adjusted) 108.7 114.9 +6% Net income (adjusted)(2) 52.1 55.9 +7% Free Cash Flow (adjusted) -1.6 -1.9 -18% Capex(3) 39.6 51.2 +29% (1) Excludi
Slide 4: Q2 2026 Market Dynamics
Q2 2026 Market Dynamics Global Points of Reference Local German Peers Ströer Core Business Reported Net Revenues Reported Net Revenues German Alphabet (2) Desktop/Mobile (4) Ströer pDOOH (5) Ad Market (4) +24.2% +15.3% +1.9% +45.0% Youtube (2) TV Germany (4) Print Germany (4) Ströer DOOH +12.9% -1.1
Slide 5: H1 2026 Market Dynamics
H1 2026 Market Dynamics Global Points of Reference Local German Peers Ströer Core Business Reported Net Revenues Reported Net Revenues German Alphabet (2) Desktop/Mobile (4) Ströer pDOOH(5) Ad Market (4) +23.1% +10.9% +1.1% +29.3% Youtube (2) TV Germany (4) Print Germany (4) Ströer DOOH +11.8% -1.3%
Slide 6: Agenda
Agenda Group Update 1 Financials 2 3 Outlook & Financial Calendar 6
Slide 7: Profit and Loss Statement Q2 2026
Profit and Loss Statement Q2 2026 m€ Q2 2025 Q2 2026 ▲ Revenues 504.7 541.8 +7% Organic growth -2.3% +4.2% +6.5%pts EBITDA (adjusted) 148.9 153.8 +3% Exceptional items -3.7 -9.5 <-100% EBITDA 145.2 144.3 -1% Depreciation & Amortization(1) -83.4 -83.2 +0% EBIT 61.8 61.1 -1% Financial result(1) -15.7
Slide 8: Free Cash Flow Perspective Q2 & 6M 2026
Free Cash Flow Perspective Q2 & 6M 2026 Q2 6M Comment m€ 2025 2026 2025 2026 Free Cash Flow (adj.) in the first half of the year on PY EBITDA (adjusted) 148.9 153.8 266.3 273.0 level - Exceptional items -3.7 -9.5 -6.2 -18.7 Despite lower earnings contribution improved Operating Cash Flow primari
Slide 9: Segment Perspective – OoH Media
Segment Perspective – OoH Media Q2 6M m€ 2025 2026 ▲ 2025 2026 ▲ Segment revenue, thereof 245.1 270.5 +10.3% 454.9 491.5 +8.0% OOH 140.0 138.2 -1.3% 255.2 252.7 -1.0% DOOH 93.0 115.6 +24.3% 174.3 206.7 +18.5% Services 12.1 16.7 +37.8% 25.4 32.1 +26.7% EBITDA (adjusted) 117.1 127.7 +9.1% 203.3 224.3
Slide 10: Segment Perspective – Digital & Dialog Media
Segment Perspective – Digital & Dialog Media Q2 6M m€ 2025 2026 ▲ 2025 2026 ▲ Segment revenue, thereof 209.7 244.6 +16.6% 415.9 475.6 +14.4% Digital 104.7 113.4 +8.3% 202.8 208.1 +2.6% Dialog 105.0 131.2 +24.9% 213.1 267.4 +25.5% EBITDA (adjusted) 30.9 29.7 -3.8% 58.9 56.5 -4.0% EBITDA margin (adjus
Slide 11: Segment Perspective – DaaS & E-Commerce
Segment Perspective – DaaS & E-Commerce Q2 6M m€ 2025 2026 ▲ 2025 2026 ▲ Segment revenue, thereof 84.7 77.3 -8.7% 175.5 155.8 -11.2% Data as a Service 40.3 35.6 -11.6% 82.5 72.4 -12.2% E-Commerce 44.4 41.7 -6.1% 93.0 83.4 -10.3% EBITDA (adjusted) 8.9 5.8 -35.2% 20.3 11.4 -43.6% EBITDA margin (adjust
Slide 12: Agenda
Agenda Group Update 1 Financials 2 3 Outlook & Financial Calendar 12
Slide 13: Outlook & Current Trading Momentum
Outlook & Current Trading Momentum Q3 2026: Based on the current status of our orderbook and forecast we expect OoH Media sales should grow in a mid single percentage range Digital & Dialog Media with sales growth broadly in line with Q2 2026 developments DaaS & E-Commerce sales with low dou
Slide 14: Financial Calendar 2026
Financial Calendar 2026 Q1 2026 Q2 2026 Q3 2026 Q4 2026 November 12 Publication of August 13 Q3 Quarterly Statement May 12 Publication of March 5 Publication of Q2 / H1 Statement Publication of Q1 Quarterly Statement Preliminary Figures 2025 March 23 Annual Financial Report 14
Slide 15: Disclaimer
Disclaimer This presentation contains “forward looking statements” regarding Ströer SE & Co. KGaA (“Ströer”) or the Ströer Group, including opinions, estimates and projections regarding Ströer’s or the Ströer Group’s financial position, business strategy, plans and objectives of management and futur