Wienerberger Ag · VIE:WIE
Wienerberger — Q1-3 2025 Earnings Presentation
34 slides from Wienerberger's earnings presentation, Nov 26, 2025
Slide 1: Investor Presentation November 2025
INVESTOR PRESENTATION NOVEMBER, 2025 1
Slide 2: wienerberger at a glance
~4.5 bn € Revenues >20,000 wienerberger employees at a glance >200 2024 ~760 m € production sites Operating EBITDA ~30 Countries in Europe, India, North America 2
Slide 3: We provide…
We provide… › Solutions for the Building Envelope › Infrastructure Solutions for Water and Energy Management … in North America, Europe and India 3
Slide 4: Building Envelope
107,000 houses built 24 countries Solutions for the Building Envelope 345,000 roofs covered ROOF, WALL & FAÇADE and PAVERS 205 production sites › World‘s biggest brick manufacturer › Market leader roof tiles Europe › Market leader pavers Eastern Europe 11,200,000m2 surface laid/paved *Numbers relate
Slide 5: Roof Solutions
Roof Solutions Solar › Mounting systems, custom/standard Segments with significant growth modules, inverters/storage, flashing, services › PV systems and services to become a full potential energy solution provider Roof tiles and accessories › Roof tiles, ridge/hip, verge/ventilation › Innovative &
Slide 6: Façade & Wall Solutions
Façade & Wall Solutions Automatization Enabling sustainable and › Robotic systems & prefabrication › Increased efficiency on-site automated building › Solution to skilled labour shortage Facade solutions › Lifespan > 100 years, minimal maintenance › Durable protection against weather › Aesthetic des
Slide 7: Water and Energy Management
18 countries Infrastructure Solutions for 36 production sites Water and Energy Management PIPING SOLUTIONS 675,000 km pipes laid equal to › Leading provider of pipe system solutions for infrastructure, buildings, and agriculture >17 trips around the world *Numbers relate to 2024 7
Slide 8: Piping Solutions
Piping Solutions Climate resilient infrastructure › Piping solutions for sewage/rainwater networks Addressing segments with › Stormwater management › Monitoring systems/smart solutions structurally growing end markets Energy Transition › Cable protection and wells for wind/solar power › Flexible pip
Slide 9: Strength through diversification
Products Regions Europe Roof East 25% 26% Facade & Wall Revenue Europe Revenue split 2024 45% Strength through West split 2024 56% North America diversification Pipes 18% 30% wienerberger offers products Operating EBITDA margin 2024 Operating EBITDA margin 2024 and solutions for the building 24% env
Slide 10: Why invest in wienerberger?
WHY INVEST IN WIENERBERGER? 10
Slide 11: Three pillars of our strategy
THREE PILLARS OF OUR STRATEGY through through through Operational innovation M&A excellence Improvement Organic External of growth growth processes Sustainability is an integral part of our strategy All our activities are subject to clear sustainability goals 11
Slide 12: Innovation
Innovation We grow with innovative sustainable system Share of Innovative Products of Revenue solution for the in 2024: 33% challenges of today and tomorrow TARGET 2026: >35% 12
Slide 13: Strengthening efficiency
Continuous Strengthening efficiency efficiency improvements along our entire value Operational excellence chain › Optimized manufacturing processes and product quality › Strengthened sales efficiency, supply chain management and general administration › EBITDA contribution 2024: cost savings of €41m
Slide 14: Recent M&A supporting our transformation
Recent M&A supporting our transformation 4 2 4 5 6 Revenue Company Type Closing Date 2023/24 1 Maincor Ltd PIPES 04/01/2024 € 10 M 8 1 3 2 Summitville Tiles (US) FAÇADE 29/02/2024 € 11 M 4 ~5x 7 3 Grain Plastics PIPES 08/05/2024 € 30 M 9 4 Terreal ROOF 29/02/2024 € 699 M 4 4 EV/EBITDA Slatek OY1 PIP
Slide 15: Transformation to less cyclical but structurally growing end markets
Transformation to less cyclical but structurally growing end markets 20% ~40% 45% 15% 20% 35% 65% 2012 2024 Future Renovation Infrastructure New build 15
Slide 16: From single product offer to multiproduct / multi-solution business
From single product offer to multiproduct / multi-solution business Pitched roof solutions Innovative Wall Solutions Water and energy piping infrastructure 16
Slide 17: Value creation for shareholders
Value creation for shareholders STRONG RESULTS THANKS TO THE SUCCESSFUL TRANSFORMATION OF OUR BUSINESS MODEL Revenue Operating EBITDA ROCE Dividend +5% CAGR +9% CAGR +6.8pp +20% CAGR € 4.5 bn € 760 mn 9.5% € 0.95 € 2.8 bn € 317 mn* 2.7% € 0.15 2014 2024 2014 2024 2014 2024 2014 2024 * EBITDA reporte
Slide 18: Value creation for shareholders
Value creation for shareholders Acquisitions Maintenance depending on Investments opportunities Dividend Share buyback Growth Policy policy € 160–180 m Investments p.a.2) incl. ESG3) Repurchase and cancellation of 1–2% of the 213 share capital annually 100 103 95 95 86 20–40% of free cash flow to be
Slide 19: Sustainability Program 2023-2026
SUSTAINABILITY PROGRAM 2023-2026 Health & Safety 2026 targets well on track ✓ Biodiversity Circularity Revenue from prod- ucts supporting net zero buildings Decarbonization Waste management and Energy Mix Water management Social Commitment Diversity, Equity & Inclusion Training & Development 19
Slide 20: Our path to net zero
OUR PATH TO NET ZERO 2026 2030 -25% -42% Scope 1+2 emissions Scope 1+2 emissions -10% -25% Scope 3 emissions Scope 3 emissions Aligned with 1.5⁰C Pillars Paris Agreement Optimized plant design Fuel transformation SBTi Efficient product design EU target 2050 committed Strategic partnerships in scope
Slide 21: 2024 progress on decarbonization
2024 PROGRESS ON DECARBONIZATION Reduction in scope 1 & 2 CO2 emissions (2020 – 2026) Progress 2024 Target 2026 -18.5% -25% Reduction in scope 3 CO2 emissions (2022 – 2026) Progress 2024 Target 2026 -20% -10% Beerse (BE) Use of wind power Renewable energy used in own operations (2023 – 2026) Uttendo
Slide 22: 2024 progress on circularity and net zero buildings
2024 PROGRESS ON CIRCULARITY AND NET ZERO BUILDINGS CicloBrick Highly durable roof tiles Wevolt X-Tiles EcoBrick Sales from highly durable products (>100 years) Progress 2024 Target 2026 Revenue from products supporting net zero buildings 83% 80% Progress 2024 Target 2026 Sold products that are recy
Slide 23: 2024 progress on water management
2024 PROGRESS ON WATER MANAGEMENT Water harvested, retained, and saved through our products in infrastructure and agriculture (2023 - 2026) Progress 2024 Target 2026 ~10m m3 35m m3 Reduction of water consumption in own operations (2023 - 2026) Progress 2024 Target 2026 ~4.6% -15% 23
Slide 24: Business Update Q1-3 2025
EUR IRR 5 {= LEE TT “ew aeetes Pia omg aha, Tow Ith ‘BUSINESS UPDATE. ~ Q1-3 2025 24
Slide 25: Market development in the first nine months of 2025
Q1-3 2025 - HIGHLIGHTS MARKET DEVELOPMENT IN THE FIRST NINE MONTHS OF 2025 North America LONG-TERM › Ongoing macroeconomic headwinds BORROWING RATE (September 2025) › New residential construction declined due to rising interest rates and slowing labour market North Europe › Infrastructure slightly d
Slide 26: Q1-3 2025 Results Highlights
FINANCIALS Q1-3 2025 - GROUP Q1-3 2025 RESULTS HIGHLIGHTS Revenues Operating EBITDA (in € m) (in € m) +4% -3% 3,392 3,517 602 584 17.7% 16.6% Q1-3 Q1-3 Q1-3 Q1-3 2024 2025 2024 2025 26
Slide 27: Operating Segments - Europe West
FINANCIALS Q1-3 2025 – SEGMENTS OPERATING SEGMENTS - EUROPE WEST External Revenues Operating EBITDA COMMENTS (in € m) (in € m) +8% › Revenues up 8%, driven by 2,050 1,898 +15% solid renovation demand 314 › Stable piping volume 273 development › Operating EBITDA benefited 14.4% 15.3% from higher sale
Slide 28: Operating Segments - Europe East
FINANCIALS Q1-3 2025 – SEGMENTS OPERATING SEGMENTS - EUROPE EAST External Revenues Operating EBITDA COMMENTS (in € m) (in € m) +2% › Revenues up 2%, mainly reflecting slightly higher clay 889 910 block volumes in selected -7% markets 177 165 › Operating EBITDA decline from continuous cost inflation
Slide 29: Operating Segments - North America
FINANCIALS Q1-3 2025 – SEGMENTS OPERATING SEGMENTS - NORTH AMERICA External Revenues Operating EBITDA COMMENTS (in € m) (in € m) -8% › Revenues declined by 8%, -30% primarily due to decreasing 605 557 new residential demand 152 › Piping volumes improved while pricing softened 106 › Operating EBITDA
Slide 30: 2025 Outlook – Assumptions
OUTLOOK 2025 OUTLOOK – ASSUMPTIONS Outlook Assumptions Status Quo November 2025 in February 2025 Slowly declining › Did not materialize interest rates › Mortgage rates are slightly increasing › Declining new residential housing markets Sequential recovery in › High volatility new residential housing
Slide 31: 2025 Outlook Revised
OUTLOOK 2025 OUTLOOK REVISED Market environment Original assumptions no longer valid 2025 operating EBITDA › Persistent macroeconomic headwinds ~€750m › High market volatility in new residential housing in line with the previous year, › Anticipated interest rate cuts did not materialize adjusted for
Slide 32: Looking Ahead: Mid-Term Growth Drivers
MID-TERM ASSUMPTIONS LOOKING AHEAD: MID-TERM GROWTH DRIVERS wienerberger Strategic transformation towards renovation and infrastructure strengthened by successful M&A Interest European Social Continued operational efficiency and improved capacity utilization rate cuts Housing Plan Improving affordab
Slide 33: Contact Details
CONTACT DETAILS investor@wienerberger.com | +43 1 60192 10221 | www.wienerberger.com | ISIN: AT0000831706 | ADR ISIN: US9676621074 Financial Calendar and upcoming events 2025 and 2026 Follow us on LinkedIn! Date Event 02/12/2025 European Conference, London / Berenberg 03/12/2025 European Materials C
Slide 34: | Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com
| Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com