ASBISc Enterprises PLC · GPW:ASB
ASBISc Enterprises — Q3 2026 Earnings Presentation
27 slides from ASBISc Enterprises's earnings presentation, Nov 5, 2026
Slide 1: Q3 and 9M 2026 Presentation
Q3 and 9M 2026 Presentation ABOVE AND BEYOND ALL EXPECTATIONS! 5 November 2026
Slide 2: Disclaimer
2 Disclaimer • This presentation (the “Presentation”) was prepared by ASBISc Enterprises Plc (the “Company”) with a due care. Still, it may contain certain inconsistencies or omissions. The Presentation does not contain a complete or thorough financial analysis of the Company and does not present it
Slide 3: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL OUTLOOK BACK-UP CORPORATE RESULTS FOR 2027 EVENTS
Slide 4: Another historic quarter: Financial Highlights
4 Financial Highlights REVENUES GROSS PROFIT +135% +106% Another YoY YoY historic $2,187 M $135 M quarter GROSS PROFIT MARGIN +343%YoY > Q3 2026 $51.6 M 6.16% NET INCOME
Slide 5: Key corporate events
5 Key corporate events ASBIS opened its third Two new iSpace stores Continuation of the Bang & Olufsen flagship in the CIS region dividend payment store in the USA ASBIS has officially opened ASBIS has opened two new The BOD decided to pay an another Bang & Olufsen monobrand stores in Kazakhstan int
Slide 6: New Bang & Olufsen Flagship Store in Palo Alto
New Bang & Olufsen Flagship Store in Palo Alto The new flagship occupies approximately 260 sq m (2,800 sq ft) at 660 Stanford Shopping Center, one of Silicon Valley’s premier retail destinations, known for its curated mix of luxury brands and design-led experiences. Designed to offer a seamless and
Slide 7: Two New iSpace stores in the CIS region
Two New iSpace stores in the CIS region ASBIS has opened two new iSpace monobrand stores offering Apple products, in Kazakhstan and in Azerbaijan. The iSpace network now comprises 37 stores in 7 CIS countries: Armenia, Azerbaijan, Georgia, Kazakhstan, Moldova, Ukraine and Uzbekistan. The 60 m² iSpac
Slide 8: Premium & luxury retail and iSpace store network
PREMIUM & LUXURY RETAIL 1 Poland Ukraine Kazakhstan 13 BUSINESS UNIT Moldova 4 5 12 Georgia Milan / Italy 6 1 Uzbekistan California / USA 1 Azerbaijan 1 Armenia 6 3 Cyprus 3 4 1 Dubai / UAE 2 8 Stores 37 Stores 13 Stores 7 RoboCafe 1 in Cyprus Kazakhstan in Poland 4 * Cyprus 1 in Georgia Ukraine 2 *
Slide 9: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL OUTLOOK BACK-UP CORPORATE RESULTS FOR 2027 EVENTS
Slide 10: Historical Q3 and 9M 2026
10 Historical Q3 and 9M 2026 US$ m Q3’26 Q3’25 YoY US$ m 9M‘26 9M‘25 YoY All time high top- Revenue 2,186.7 929.5 135% Revenue 5,151.9 2,615.2 97% line both in Q3 and 9M 2026. Gross profit 134.8 65.3 106% Gross profit 364.1 180.4 102% Gross profit margin 6.16% 7.03% -0.87 ppt Gross profit margin 7.0
Slide 11: Key Countries' Revenues (US$ m)
11 KEY COUNTRIES’ REVENUES (US$ m) Netherlands became no. 1 Q232026 VS Q3 2025 • Netherlands and Taiwan kept continue massive 700 surge caused by large AI data center expansion 605 and large AI infrastructure projects. Servers are 600 installed in Europe after they are built in Taiwan. 500 • Ukraine
Slide 12: Q3 2026 Growth momentum continues
12 REVENUES BY REGIONS (USD m) Q3 2026 Growth momentum continues • Western Europe – has become our bigest Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 revenue contributor in Q3 2026, with Western Europe Commonwealth of Independent States Netherlands being the standout perf
Slide 13: Q3 2026 AI infrastructure remained our fastest-growing engine
13 REVENUES BY PRODUCT LINES (US$ m) Q3 2026 AI infrastructure remained our fastest- growing engine • Servers and server blocks continued to lead our portfolio, remaining the largest and fastest- growing product category. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 • Smar
Slide 14: ASBIS Server Business Q3'2026
ASBIS SERVER BUSINESS Q3’2026 NVIDIA SERVERS GPU Servers ▲163% 82% of total Sales Growth YoY server sales 6-month Server Pipeline GPU & Cluster Pipeline 530 M$ 8 200 GPU units 281 projects in 143 projects
Slide 15: SG&A costs
15 SG&A costs NUMBER OF EMPLOYEES SG&A COSTS 70,0 6,0% 2 803 2 779 2 719 2 707 2 718 2 734 2 692 2 724 2 758 60,0 5,0% 4,8% 4,2% 4,5% 5,0% 4,2% 4,0% 4,3% 50,0 3,4% 4,0% 40,0 3,0% 30,0 2,8% 36,2 38,8 35,2 40,0 42,0 50,5 54,8 60,4 20,0 57,3 2,0% 1,0% 10,0 0,0 0,0% Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 20
Slide 16: Cash engaged in working capital
16 NET WORKING CAPITAL (US$ m) NWC: 10% of sales NWC: 20% of sales Cash engaged in 659 846 475 513 working capital Q3'26 Q3'25 -467 -978 • New Product Launch (NPI) and realization of the big data centres projects require significant inventory Inventories Trade receivables Trade payables investment.
Slide 17: Excellent leverage position
17 Excellent leverage position US$ m 9M‘26 9M’25 YoY Short term borrowings (excl. leases and factoring) 197.0 203.6 -3% Long term borrowings (excl. leases) 13.6 14.1 -4% Other long-term liabilities 1.2 1.0 21% Further significant Doubled cash Cash and cash equivalents 272.7 112.2 143% reduction of t
Slide 18: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL OUTLOOK BACK-UP CORPORATE RESULTS FOR 2027 EVENTS
Slide 19: 2027 outlook
19 At ASBIS we continue to 2027 outlook strive for more. We will do our best to beat PRODUCTS MARKETS CLIENTS FINANCIAL 2026 results in • Servers & • Continue focus • Continued focus • SG&A costs 2027. server blocks on CIS countries on business optimization will remain the customers fastest-growing
Slide 20: Key 2027 risks and opportunities
20 Key 2027 risks and opportunities RISKS OPPORTUNITIES • Unstable geopolitical situation • Stabilization of geopolitical in Europe and Asia situation • Unfair competition • Signing of new agreements for servers and server blocks • Supply chain disruptions • Potential M&As • Volatile FX environment
Slide 21: Q&A
Q&A
Slide 22: Agenda
Agenda 01. 02. 03. 04. KEY FINANCIAL OUTLOOK BACK-UP CORPORATE RESULTS FOR 2027 EVENTS
Slide 23: Trade-In business: main numbers
Trade-In 60+ Telcos & retailers use our Trade-In 5К+ POS coverage Founded Trade-in evaluations December 2.4M in CY25 2020 6K tonnes of CO2e emissions avoided Main numbers Omnichannel 8 Countries 7 Breezy e-comms #1 in UA, MD, KZ 250+ Employees 7 Breezy stores Eligible products 67M Revenue CY25 120K
Slide 24: ASBIS own brands
24 ASBIS own brands AENO is a brand of Canyon is a Lorgar is a brand of Prestigio Solutions smart home appliances dynamically growing gaming devices aimed specializes on offering top-level brand of stylish mobile to bring the gaming innovative quality, customer accessories, computer experience to a
Slide 25: ASBIS continues engagement in ESG initiatives
25 ASBIS continues engagement in ESG initiatives Continuous reporting Diverse Board Comprehensive double since 2017 report. of Directors materiality analysis Application of SASB (5 executives, 4 NEDs; conducted which and now ESRS women 33.3%). returned 29 material standards. ESG topics. Full greenho
Slide 26: Shareholder structure
26 Shareholder structure Affiliation to indexes: KS Holdings Ltd* Free-float Number of shares % of share capital & votes & votes KS Holdings Ltd * 20,448,127 36.84% Free-float 35,051,873 63.16% TOTAL 55,500,000 100.00% WIG.MS-ECM As of : 2026-11-05 *Siarhei Kostevitch holds shares as the sole shareh
Slide 27: Thank you
Thank you CONTACT FOR INVESTORS: Constantinos Tziamalis Bartosz Basa Deputy CEO IR Manager +357 25857188 +48 691 910 760 costas@asbis.com b.basa@asbis.com CONTACT FOR MEDIA: Iwona Mojsiuszko Managing Director of 8Sense PR +48 502 344 992 iwona.mojsiuszko@8sensepr.pl