Cloud Technologies Sa · GPW:CLD

Cloud Technologies Sa — H1 2026 Earnings Presentation

17 slides from Cloud Technologies Sa's earnings presentation, Sep 14, 2026

1. Slide 1: Financial results H1 and Q2 2026

   Financial results H1 and Q2 2026 September 14, 2026

2. Slide 2: Data Monetization Sales Growth to Key Clients

   Data Monetization Sales Growth to Key Clients

3. Slide 3: Financial results summary for Q2 2026

   Financial results summary for Q2 2026 Data monetization EBITDA Net profit 18.1 10.4 6.5 PLN M PLN M PLN M +60%* +99% +6.9 PLN M vs Q2 2025 vs Q2 2025 EBITDA vs Q2 2025 Net profit * Data monetization growth in Q2 2026 expressed in USD is +64,2%. Figures adjusted for the cost of the incentive program

4. Slide 4: Financial results summary for H1 2026

   Financial results summary for H1 2026 Data monetization EBITDA Net profit 30.5 16.0 8.2 PLN M PLN M PLN M +43%* +68% +8.7 PLN M vs H1 2025 vs H1 2025 EBITDA vs H1 2025 Net profit * Data monetization growth in H1 2026 expressed in USD is +52,0%. Figures adjusted for the cost of the incentive program

5. Slide 5: Q2 and H1 2026: record level of revenue and EBITDA

   Q2 and H1 2026: record level of revenue and EBITDA ● Record data monetization In Q2 2026, revenue from data monetization exceeded 18 PLN M, growing by 60.1% YoY. In USD, growth reached 64.2% YoY, to 4.9 USD M. In H1 2026, revenue reached 30.5 PLN M (+43.0% YoY), or 8.4 USD M (+52.0% YoY). These were

6. Slide 6: Key Events

   Key Events New Strategy 2026+ Dynamic growth Success of the new in data monetization Data Curation product

7. Slide 7: Financial results Q2 2026 and H1 2026

   Financial results Q2 2026 and H1 2026

8. Slide 8: Revenue structure Q2 2026 vs Q2 2025

   Revenue structure Q2 2026 vs Q2 2025 Revenues Q2 2026 Revenues Q2 2025 Other sales Other sales 18.2 11.9 PLN M PLN M Data monetization Data monetization Data monetization revenue Q2 2026 Data monetization revenue Q2 2025 18.1 PLN M 11.3 PLN M (+60% in PLN, +64% in USD) Dynamic of Other sales in PLN:

9. Slide 9: Q2 and H1 2026 summary

   Q2 and H1 2026 summary Q2 2026 Q2 2025 % change H1 2026 H1 2025 % change Total revenue, of which: 18.2 11.9 +53.8% 30.8 22.6 36.4% Data Monetization 18.1 11.3 +60.1% 30.5 21.3 43.0% Other 0.1 0.6 -74.1% 0.3 1.3 -74.1% Total costs, of which: 7.7 6.5 +19.5% 14.5 12.8 13.2% Data & media 1.4 1.6 -14.8%

10. Slide 10: Q2 and H1 2026 summary

    Q2 and H1 2026 summary Q2 2026 Q2 2025 % change H1 2026 H1 2025 % change Adjusted Group EBITDA* 10.4 5.2 +99.4% 16.0 9.5 68.1% % Group EBITDA margin 57.3% 44.2% 51.8% 42.1% Depreciation (2.7) (3.7) -27.9% (5.4) (7.1) -23.4% Financial activities result 0.6 (1.6) -133.6% 0.3 (2.7) -110.8% CIT (1.8) (0

11. Slide 11: Q2 2026: Data monetization and EBITDA

    Q2 2026: Data monetization and EBITDA Data monetization, Q2 2025-Q2 2026 (PLN M) EBITDA, Q2 2025-Q2 2026 (PLN M)

12. Slide 12: H1 2026: High level of data monetization

    H1 2026: High level of data monetization Data monetization (PLN M) EBITDA (PLN M) +43% YoY +68% YoY

13. Slide 13: Q2 2026: Net profit and Cash Flow

    Q2 2026: Net profit and Cash Flow Net profit, Q2 2025-Q2 2026 (PLN M) Cash flow, Q2 2025-Q2 2026 (PLN M)

14. Slide 14: H1 2026: Net profit and Cash Flow

    H1 2026: Net profit and Cash Flow Net profit (PLN M) Cash Flow (PLN M)

15. Slide 15: Q2 2026 Balance sheet: a safe financial structure

    Q2 2026 Balance sheet: a safe financial structure PLN M 30.06.2026 31.12.2025 30.06.2025 Fixed assets: 54,9 61,3 61,3 41,9 44,2 47,1 Balance sheet (a) Intangible Assets 13,1 17,2 14,3 Selected items (b) Others 37,6 28,8 31,7 Current assets: 22,8 19,5 14,4 ● Significant share of intangible assets: pr

16. Slide 16: Q2 2026 Cash Flow: Execution of Strategic Plans

    Q2 2026 Cash Flow: Execution of Strategic Plans Cash flow Selected items in PLN million 6,5 -0,7 ● Typical cash flow structure for the Group: positive operating cash flows, 9,6 9,3 with negative investing and financing cash flows. -5,5 ● Investing activities included, among others, expenditures on t

17. Slide 17: Thank you!

    Thank you! Piotr Prajsnar Piotr Soleniec CEO CFO Contact for Institutional Contact for Individual Investors Investors and Analysts and Media Agata Dzięciołowska Katarzyna Sadowska +48 606 205 119 +48 697 613 020 agata.dzieciolowska@ccgroup.pl katarzyna.sadowska@ccgroup.pl

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