Huber + Suhner Ag · SIX:HUBN
Huber + Suhner — Investor Day (September 2026)
38 slides from Huber + Suhner's investor day presentation, Sep 18, 2026
Slide 1: Capital Market Day 2026
HUBER:+SUHNER arket Day 2026
Slide 2: Strategy Overview
Strategy Overview Urs Ryffel, CEO
Slide 3: We create trusted connectivity enabling people to be mobile, stay in touch and feel safe
We create trusted connectivity enabling people to be mobile, stay in touch and feel safe 18 September 2026 | Capital Market Day | HUBER+SUHNER 3
Slide 4: Close to our customers worldwide
Close to our customers worldwide • More than 4’000 colleagues serving over 4’000 customers globally • Global reach with local- for-local approach in key economies • Ingun acquisition expands geographic footprint and customer base Countries with sales representation HUBER+SUHNER production and office
Slide 5: Our strategy
Our strategy Achieve sustainable profitable growth as a leading provider of essential data and power connectivity solutions Mid-term targets: Net sales of CHF >1 billion | EBIT margin of 9–12% Portfolio Geography Financial stability Customer focus Sustainability Group strategy Organic growth Global
Slide 6: Business focus aligned with megatrends
Business focus aligned with megatrends • HUBER+SUHNER market portfolio sits at the intersection of long-term structural trends that drive demand across the entire connectivity Artificial platform intelligence & • All trends require solutions that enable the data growth critical flow of data and ener
Slide 7: Attractive market portfolio across three segments
Attractive market portfolio across three segments Industry Communication Transportation Growth Growth Growth Aerospace & initiative Test & Data initiative Mobile Rail initiative Rolling Defense Measurement Center Network Communications Stock Growth High Power General Fixed Access CEM Electric initia
Slide 8: Sustainable profitable growth thanks to growth initiatives
Sustainable profitable growth thanks to growth initiatives Market selection Target per initiative IND Aerospace & Defense Strategic growth initiatives are selected according to clear criteria: market size, potential for growth and Sales potential differentiation. MCHF >100 p.a. COM Data Center Marke
Slide 9: Why invest in HUBER+SUHNER?
Why invest in HUBER+SUHNER? • Balanced portfolio driven by megatrends • Technology leadership in attractive markets • Business model based on customer-focused innovation • Sustainable financial performance thanks to diversification • A healthy investment offering consistent returns 18 September 2026
Slide 10: Industry Segment
Industry Segment Reto Bolt, COO
Slide 11: Our solutions for the Industry market
Our solutions for the Industry market General Industrial Aerospace & Defense • Energy • Space • Process industries • Command, control, communications, • Cryo-quantum computing computers, cyber, intelligence, surveillance & reconnaissance • Airborne • Radar & electronic warfare • Military vehicles Te
Slide 12: Serving a wide range of customers
Serving a wide range of customers Aerospace, defense and Semiconductor, test Charging infrastructure Industrial equipment security equipment equipment and laboratory equipment manufacturers and manufacturers across various manufacturers and system customers requiring precision operators enabling on-
Slide 13: Trends & drivers
Trends & drivers Rising defense Accelerating Electrification of Uninterrupted Acceleration of spending due to commercial space mobility and reliable data infrastructure computing power geopolitics activity energy infrastructure availability Boosts demand for Creates Requires advanced Rigorous testin
Slide 14: Differentiation through cross-technology offering, end-to-end capabilities and customer intimacy
Differentiation through cross-technology offering, end-to-end capabilities and customer intimacy Unique breadth across technologies End-to-end capabilities Cross-technology radio frequency (RF), fiber optic and High-performance connectivity for RF applications, copper solutions designed for mission-
Slide 15: Key takeaways
Key takeaways Attractive growth potential Differentiated solutions Resilient and profitable business model • Fundamentally supported by long- • Ability to combine radio frequency, • Well diversified across end markets, term megatrends such as security, AI fiber optic and low frequency customers and
Slide 16: Communication Segment
Communication Segment Jürgen Walter, COO
Slide 17: Our solutions for the Communication market
Our solutions for the Communication market CEM Components Data Center • Radio frequency components • Structured cabling • Fiber optic components • Bandwidth expansion and transceivers • Optical coupling modules for transceivers • Optical circuit switching • Timing synchronisation Fixed Access Networ
Slide 18: Customer overview
Customer overview Communication Telecoms service Hyperscaler and equipment Neutral host provider Enterprise manufacturer (CEM) Fixed Access Network CEM Components Data Center Growth initiative Mobile Network 18 September 2026 | Capital Market Day | HUBER+SUHNER 18
Slide 19: Trends & drivers
Trends & drivers Data traffic growth 5G+ wireless Fiber capacity Cloud + local Infrastructure Programmable investments upgrade computing constraints network Video, cloud and AI Focus shifts to 5G Fiber demand in AI data centers and Power, space, labour Automation extends drive traffic growth monetis
Slide 20: Data Center solutions
Data Center solutions CONNECT EXPAND SWITCH SYNCHRONISE ACCELERATE Structured Bandwidth Optical circuit Timing Hollow core fiber cabling expansion switching synchronisation Efficient and scalable Increased transmission Software-defined Guaranteed time data Future latency and fiber management reach a
Slide 21: OCS hyperscaler product
OCS hyperscaler product Reliability Performance • Superior optical stability versus mirror-based MEMS • Best-in-class optical performance, low insertion loss and systems optical return loss • Increased focus on high component reliability • Proven scalability to high-port-count systems • Fully qualif
Slide 22: OCS output capacity extension
OCS output capacity extension • New factory opened in Pisary in July 2025 • Acquisition of new production space (Krakow 3) • Expansion in existing production sites (Cambridge, Swarozyn) • Total production and warehouse space increased fourfold Space • Next-generation automation lines • Significant i
Slide 23: Key takeaways
Key takeaways Market momentum Differentiated position Execution focus • Megatrends are driving the demand for • Complete data center offering across • Global production network delivers communication equipment and Connect, Expand, Switch and economies of scale and strengthens networks globally Synch
Slide 24: Transportation Segment
Transportation Segment Drew Nixon, COO
Slide 25: Our solutions for the Transportation market
Our solutions for the Transportation market Rail Communications • Train-to-ground communication Rolling Stock • Ground communication • In-carriage wiring solutions • Communication-based train control (CBTC) • Inter-carriage wiring solutions Advanced Driver Assistance System (ADAS) Electric Vehicle •
Slide 26: Trends & drivers
Trends & drivers Decarbonisation Urbanisation Always-on Higher-voltage Safety and Fleet life-cycle connectivity architectures automation performance Clean-transport Growing cities Connected vehicles Progression from Mandatory ADAS Long-life rail fleets investment and the require greater and digital
Slide 27: Railway: Global supplier to leading OEMs, operators and system integrators
Railway: Global supplier to leading OEMs, operators and system integrators Rail Communications Operators System Integrators OEM Operate rail networks and fleets, driving Deliver integrated railway systems by combining Design, manufacture and modernise railway investments in safety, efficiency, digit
Slide 28: Automotive: Global supplier to leading Automotive Tier 1 and manufacturers
Automotive: Global supplier to leading Automotive Tier 1 and manufacturers ADAS EV Car & Truck OEMs Truck, Bus, Construction and Automotive Tier 1 & Car & Truck OEMs as vehicle manufacturer – Agriculture OEMs Assembly houses Customers integration of ADAS solutions into the vehicle platforms, homolog
Slide 29: Key takeaways
Key takeaways Favourable Differentiated mobility Embedded across the market trends platform ecosystem • Decarbonisation, urbanisation and • Power, data and connectivity • Strong relationships span leading connectivity sustain mobility solutions cover EV, ADAS, Rolling OEMs, operators and system inve
Slide 30: Financial Insights
Financial Insights Richard Haemmerli, CFO
Slide 31: Half-year 2026 at a glance
Half-year 2026 at a glance 542.8 457.4 9.0% Order intake in Net sales in EBIT margin in % CHF million CHF million of net sales 34.9 7.1% (25.2) Net income in R&D spend in % Free operating cash in CHF million of net sales flow in CHF million 18 September 2026 | Capital Market Day | HUBER+SUHNER 31
Slide 32: Outlook 2026
Outlook 2026 Guidance confirmed for full-year 2026 • Through its diversified portfolio, HUBER+SUHNER is well positioned to benefit from key global megatrends such as electrification, artificial intelligence and security • Acquisition of Ingun closed, contribution as of September 2026 • Strong book-t
Slide 33: Elevating the margin profile consistently over time
Elevating the margin profile consistently over time MCHF 110 6–9% 8–10% 104.6 9–12% 15% EBIT margin target 103.2 range 100 90.8 90 86.6 82.5 80.5 12.1% 77.6 80 69.7 10.8% 10% 70 61.2 10.5% 9.5% 9.7% 9.7% 58.1 9.3% 9.1% 60 8.3% EBIT 50 7.5% EBIT margin 40 5% 30 20 10 0 0% 2016 2017 2018 2019 2020 202
Slide 34: Solid cash generation and financial position
Solid cash generation and financial position Free operating cash flow 80 77.9% 71.7 Equity ratio 69.5 70 63.7 60 56.6 53.4 50.2 50 45.1 10-year average 211.1 40 37.7 Net liquidity in CHF million 30 22.1 20.0 20 10 17.1% Return on 0 invested 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 capital E
Slide 35: Stable dividend and payout ratio at upper end of defined range
Stable dividend and payout ratio at upper end of defined range Dividend per Payout target share in CHF range 3 60% 50% 51% 50% 50% 48% 49% 49% 49% 47% 50% 45% 2 2.10 40% 2.00 2.00 1.90 1.70 1.60 30% 1.50 1.25 1.30 1 1.10 20% 10% 0 0% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Dividend Payout
Slide 36: Cash allocation
Cash allocation Ordinary Organic Inorganic Share Special dividend growth growth buyback dividend Targeting annual Financing future Boosting growth Returning cash Making payouts at range of growth, e.g. via R&D through M&A via buyback extraordinary 40–50% of net and CAPEX transactions programmes divi
Slide 37: Connecting — today and beyond
HUBER:+SUHNER Connecting — today and beyond®
Slide 38: Disclaimer
HUBER:+SUHNER isclaimer This document is for presentation purposes only. It contains certain forward-looking statements including, but not limited to, tnose using the words “pelieves”, “as formulations of a similar kind. Such forward-looking statements are made on the basis of assumptions and expect