Aebi Schmidt Holding Ag · NASDAQ:AEBI
Aebi Schmidt — Investor Presentation (July 2026)
20 slides from Aebi Schmidt's investor presentation, Jul 13, 2026
Slide 1: Aebi Schmidt Group Investor Presentation
public Aebi Schmidt Group Investor Presentation July 13, 2026
Slide 2: Safe Harbor: Basis of financials and forward-looking statements
public July 13, 2026 Aebi Schmidt Group | Investor Presentation 2 Safe Harbor: Basis of financials and forward - looking statements Basis of financials ▪ Financial results up until June 30, 2025 include results for Aebi Schmidt and The Shyft Group on a combined basis inclusive o f t he period prior
Slide 3: Aebi Schmidt is a global leader in the specialty vehicles industry
public Aebi Schmidt is a global leader in the specialty vehicles industry, empowering critical operations from airport runways to last - mile delivery 3 July 13, 2026 Aebi Schmidt Group | Investor Presentation Commanding leadership positions across all business lines , with an attractive value propo
Slide 4: Commanding leadership positions across all business lines
public Commanding leadership positions across all business lines, with an attractive value proposition and growth opportunities 4 July 13, 2026 Aebi Schmidt Group | Investor Presentation Total address - able Market 2 Market Position 2 Business Line Enabling Agriculture on Steep Slopes and Challengin
Slide 5: Specialty vehicles are a highly attractive market
public Specialty vehicles are a highly attractive market: Loyal customers, high entry barriers, and non - cyclical demand for mission - critical products July 13, 2026 Aebi Schmidt Group | Investor Presentation 5 ▪ Snowplows, road maintenance equipment and delivery solutions are essential services ▪
Slide 6: Aebi Schmidt is well positioned for outsized growth
public Aebi Schmidt is well positioned for outsized growth, with a differentiated edge, accelerating momentum, and clearly defined future tailwinds 6 July 13, 2026 Aebi Schmidt Group | Investor Presentation Proven Growth Track Record Today’s competitive edge Full ≥$40m synergy realization anticipate
Slide 7: Proximity to customers across our two home markets
public Proximity to customers across our two home markets enables tailored strategies and strengthens diversification 7 July 13, 2026 Aebi Schmidt Group | Investor Presentation Production facilities Local Sales Organization Aebi Schmidt Location North America Europe and Rest of World (RoW) A nationw
Slide 8: Aebi Schmidt Group 2030 strategy
public Aebi Schmidt Group 2030 strategy: Our target is to generate long - term revenues of over $3 billion, with a mid - teens adjusted EBITDA margin 8 July 13, 2026 Aebi Schmidt Group | Investor Presentation 2030 strategy core elements 2030 strategic target 2025 Market recovery Organic Growth M&A 2
Slide 9: Disciplined capital allocation strategy
public Disciplined capital allocation strategy, unlocking the next phase of acquisition - led growth following initial deleveraging 9 July 13, 2026 Aebi Schmidt Group | Investor Presentation 2. ∞ 3. 1. Capital allocation ∞ Balance sheet 2. M&A 3. Return of capital 1. Organic Growth Investments ▪ Bol
Slide 10: Global specialty vehicles leader with strong growth tailwinds and resilient fundamentals
public Aebi Schmidt Group is a global specialty vehicles leader with strong growth tailwinds and resilient fundamentals 10 July 13, 2026 Aebi Schmidt Group | Investor Presentation Sales $1.95 to $2.15b (+7% 1 ) Adjusted EBITDA $175 to $195m (+19% 1 ) Leverage at year - end ≤ 2.0x 2026 guidance 1) 20
Slide 11: Appendix
public Appendix 11 July 13, 2026 Aebi Schmidt Group | Investor Presentation
Slide 12: Diversified business lines driving resilient growth and value creation
public Diversified business lines driving resilient growth and value creation 12 July 13, 2026 Aebi Schmidt Group | Investor Presentation Business Line Drivers and key considerations Goods Transport Agriculture ▪ COVID demand surge drove over - ordering and excess inventory, delaying fleet replaceme
Slide 13: A streamlined and comprehensive portfolio of leading brands
public A streamlined and comprehensive portfolio of leading brands 13 July 13, 2026 Aebi Schmidt Group | Investor Presentation
Slide 14: AEBI stock and shareholding
public AEBI stock and shareholding (as of March 2026) 14 July 13, 2026 Aebi Schmidt Group | Investor Presentation Shareholding information Other Stock information 33% 13% 5% 46% 2% 1% Peter Spuhler (direct and through PCS Holding AG) Gebuka AG Barend Fruithof Management (ExB), excl. Barend Fruithof
Slide 15: An experienced leadership team
public 15 July 13, 2026 Aebi Schmidt Group | Investor Presentation Marcus Scherer Chief Engineering Barend Fruithof Chairman & Group CEO Stefan Kaltenbach Chief Supply Chain Thomas Schenkirsch Chief Group Services Deputy CEO Marco Portmann Group CFO Henning Schröder CEO Europe and RoW Jacob Farmer P
Slide 16: Financials overview
public Financials overview 16 July 13, 2026 Aebi Schmidt Group | Investor Presentation $m 2025 North America Order Intake 1,543 Europe/RoW Order Intake 518 Total Order Intake 2,061 North America Net Sales 1,356 Europe/RoW Net Sales 552 Total Net Sales 1,907 North America Adj. EBITDA 122.5 Europe/RoW
Slide 17: Reconciliation of Non-GAAP Financial Measures
public July 13, 2026 Aebi Schmidt Group | Investor Presentation 17 Reconciliation of Non - GAAP Financial Measures To supplement its reporting of financial measures determined in accordance with generally accepted accounting principles in t he United States ("GAAP"), Aebi Schmidt utilizes certain no
Slide 18: Reconciliation of Non-GAAP Financial Measures: Combined Financial Summary
public July 13, 2026 Aebi Schmidt Group | Investor Presentation 18 Reconciliation of Non - GAAP Financial Measures Aebi Schmidt Group - Combined Financial Summary (Non - GAAP, unaudited) - (in thousands) For historical comparisons to The Shyft Group results, adjustments reflected in the table above
Slide 19: Reconciliation of Non-GAAP Financial Measures: Net Debt
public July 13, 2026 Aebi Schmidt Group | Investor Presentation 19 Reconciliation of Non - GAAP Financial Measures Aebi Schmidt Group - Combined Financial Summary (Non - GAAP, unaudited) - (in thousands) Net Debt as defined in our Credit Facility Agreement, excluding long - term subordinated shareho
Slide 20: Disclaimer
Disclaimer: The information and materials in this document (the “Materials”) have been prepared by Aebi Schmidt Group (hereinafter «ASG») fo r information and discussion purposes only. While ASG believes that all information in the Materials is materially accurate, ASG makes no warranty as to its co
Aebi Schmidt Holding — Investor Presentation (July 2026) on 6ix