Slide 1: Earnings Release H1 2026
EARNINGS RELEASE H1 2026 6 August, 2026
Slide 2: Knaus Tabbert AG Management Board
KNAUS TABBERT AG MANAGEMENT BOARD Thomas Nickel Radim Sevcik Matjaž Grm Chief Executive Officer Chief Financial Officer Chief Sales Officer
Slide 3: H1'26 EBITDA materially improved vs. last year
H1’26 EBITDA MATERIALLY IMPROVED VS. LAST YEAR Substantial margin improvement generated on stable total output REVENUE & ORDERBOOK ADJ. EBITDA & EBITDA MARGIN In EUR mill. YoY % In EUR mill. / % of revenue ORDERBOOK 294 340 + 15,5 % 12,0% 36,0 REVENUE 571,7 503,9 - 11,9 % 35,0 10,0% INVENTORY -64,9
Slide 4: H1'26 with positive cashflow for debt service
H1’26 WITH POSITIVE CASHFLOW FOR DEBT SERVICE Effects coming from operations and careful capex management INVENTORIES CASHFLOW (H1 ‘26) In EUR mill. Operating CF: Investing CF: Financing CF: 30 EUR +27,4 mill. EUR -5,4 mill. EUR -22,6 mill. 190 186 25 -5,4 H1 2025 H1 2026 20 18,9 TRADE RECEIVABLES 1
Slide 5: Q2'26 registrations have declined YoY
Q2’26 REGISTRATIONS HAVE DECLINED YoY MY’26 YTD more positive and June showing signs of stabilization EUROPE – RV MARKET REGISTRATIONS BY SEGMENT* MOTORIZED Q2´26 - 14,6 % YoY CARAVANS Q2´26 + 1,0 % YoY 20000 7000 18000 6000 16000 Total* 5000 Total* 14000 12000 4000 10000 MY25 117.380 MY25 37.311 80
Slide 6: Outlook 2026
OUTLOOK 2026 Latest market developments further underline the need for cautious steering in H2’26 FOR THE FINANCIAL YEAR 2026, WE EXPECT TO ACHIEVE AROUND EUR 950m IN REVENUE AND AN ADJUSTED EBITDA MARGIN TO COME WITHIN THE REFINED RANGE OF 5.0% TO 6.0%.
Slide 7: Thank you very much for your attention!
Thank you very much for your attention!
Slide 8: Disclaimer
DISCLAIMER This presentation is for information purposes only and contains forward-looking statements. The information is current at the time of the presentation and is subject to change without notice. No reliance may be placed for any purpose on the accuracy, completeness or fairness of the inform