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Platform : Presentation Preliminary Financial Results FY 2025 & Outlook 2026

Platform : Presentation Preliminary Financial Results FY 2025 & Outlook

Platform Group Se & Co. KgaaJanuary 27, 20264
Platform : Presentation Preliminary Financial Results FY 2025 & Outlook 2026

About this update from Platform Group Se & Co. Kgaa

INVESTOR PRESENTATION PRELIMINARY FINANCIAL RESULTS FOR THE 2025 FINANCIAL YEAR, AEP & OUTLOOK 2026 Investor Presentation Investor Presentation 1 JANUARY 27, 2026 Agenda PLATFORM GROUP 2 INTRODUCTION & UPDATES Investor Presentation OUR MANAGEMENT STRUCTURE Supervisory Board Stefan Schütze Chairman Managing Partner of C3 Management, >20 years in executive and supervisory 3 Our Management Dr. Dominik Benner CEO (board) Sarah Millholland Chief Human Resources Officer Sven Schumann Chief Portfolio Manager Frederic von Borries Chief Platform Officer Bjoern Minnier M&A / Finance Sven Hülsenbeck Chief Technology Officer Christoph Wilhelmy Chief Operative Officer Strategic and operational responsibilities are led by seven experienced managers, ensuring depth and continuity across the group roles Marcel Roessner C-level member in the luxury and ecommerce sector Florian Müller Entrepreneur and experienced C-Level Manager Dr. Olaf Hoppelshäuser Member of the Board of Directors at Alliance Group Investor Presentation COMPANY HISTORY: THE PLATFORM GROUP TPG MILESTONES: FROM LEGACY TO GLOBAL PLATFORM 2012 2025 2030 Digital Transformation Dr. Dominik Benner pivots the 1882 founded family shoe business to online , launching Schuhe24 and founding the roots of The Platform Group . Ecosystem Expansion 4 TPG operates 34 platforms , connecting over 16,600 merchants and 6 million customers across Europe, powered by its proprietary TPG ONE software platform. Vision for Growth TPG aims to connect over 40,000 merchants with operations across >50 industries and expand into North America , leveraging AI for margin expansion. Investor Presentation VALUE CREATION OUR UNIQUE SYSTEM TO CONNECT PARTNERS AND CUSTOMERS WORLDWIDE 1882 5 platforms Partners Customers >6.7m customers +16,600 partners 26 industries originated 35 KEY FEATURES ASSET LIGHT SOFTWARE ENABLED PROCESS EXCELLENCE PARTNER CENTRIC STRATEGY DRIVEN Investor Presentation TPG'S SHARE DEVELOPMENT DEVELOPMENT OF SHARE SINCE 12/2022 & TRADING VOLUME SHARE DEVELOPMENT SINCE DEC 2022 - DEC 2025 +39% 4.5 EUR December 2022 +68% +39% - 10% - 18% STARTING POINT: TPG ACQUIRES A 38% EQUITY STAKE ON FASHIONETTE AG REVERSE IPO: ON NOVEMBER 7, 2023, THE CAPITAL INCREASE BY CONTRIBUTION IN KIND AND THE RENAMING OF FASHIONETTE AG TO THE PLATFORM GROUP AG WERE OFFICIALLY REGISTERED AND COMPLETED. MARKET SNAPSHOT Share ISIN/ Ticker: DE000A2QEFA1 / TPG No. of shares (m): 20.5 Market cap EUR m: 103 Freefloat MC EUR m: 33 Ø daily Trad. Vol.: 435,605 Trading venue: XETRA, XFRA, gettex, Tradegate Index: Scale All Share, Scale 30 Segment: Scale, Frankfurt Stock Exchange RESEARCH COVERAGE Latest Update / Institution / Price Target (EUR) Jan 26 mwb research 19.50 (BUY) NOV 17 First Berlin 20.00 (BUY) NOV 17 mwb research 19.50 (BUY NOV 14 nuways 21.00 (BUY) NOV 14 P. BNP Paribas 23.00 (STRONG BUY) NOV 6 ODDO BHF 16.00 (OUTPERFORM) Ø 19.7 TARGET PRICE in EUR 6 2025, P. BNP Paribas= Portzamparc BNP Paribas Source(s): Daily trading volume December 2025 Designated Sponsor Report BankM;,; Market Cap: 30 December 2025, IPO of fashionette October 2020, XETRA Close December 30, 2025: 5.46EUR, Share price development Dec 2022 - December 30 gettex exchange, Investor Presentation TPG'S SHARE DEVELOPMENT 7 Source(s): Stock Report Deutsche Börse December 2024, December 2025, Trading volume 2025 total €119m (2024: € 29m) RISING INTERNATIONAL MARKET PARTICIPATION +168% increase in foreign Total turnover (EUR) on Xetra and Frankfurt by member trading activity 2024 2025 25% 42% 75% 58% Domestic Foreign Domestic Foreign Six roadshows and twelve conferences enabled active global engagement, translating into broader investor participation - clearly visible total turnover. The completed roadshows in London, Dublin, Amsterdam, Zurich, Frankfurt and Munich deepened and diversified our investor dialogue. LIQUIDIITY CONTINUES TO STRENGTHEN Turnover for the last 12 month (in €m) 4.5x increase in trading volume 25 20 15 10 5 0 Jan Feb Mar Apr Xetra May Jun Jul Frankfurt Aug Sep Oct Other Nov Dec Trading volumes increased more than 4.5 times year-on-year, with monthly averages rising from €2.3 million in December 2024 to €10.8 million in December 2025 - averaging €9.9 million in 2025 overall (2024: €2.4 million). million INCREASED LIQUIDITY DRIVEN BY STRONGER FOREIGN INVESTOR PARTICIPATION Investor Presentation TPG'S SHARE & BOND DEVELOPMENT 8 Source(s):, XETRA Close December 30, 2025: 5.46EUR, Share price development January 2 - December 30 gettex exchange,, BOND DEVELOPMENT 2025 Fragmented German bond market Price movements of TPG Bond: Price volatility driven by technical selling in fragmented German markets No change in fundamentals, stable pricing on Oslo Exchange (~97) TPG STOCK AND BOND WITH NEGATIVE DEVELOPMENT IN LAST 4 MONTHS SHARE DEVELOPMENT 2025 TPG Share price 2025: 29%, impacted by market volatility, investor structure and one-off effects Focus: Execution of Vision 2030 and long-term value creation Improved shareholder visibility following the introduction of registered shares Jan 26 Investor Presentation 9 Optics & Hearing (7/2025) 26 INDUSTRIES COVERED WITH 5 SEGMENTS Consumer Goods Industrial Goods Freight Goods Pharma & Retail Goods Investor Presentation GROWTH PILLARS - HOW WE SCALE THE TPG PLATFORM 1. M&A DEVELOPMENTS 2025 STRENGTHEN EXISTING SEGMENTS Luxury/ Fashion Pharma B2B SaaS Jan 2026 Furniture ENTER NEW INDUSTRIES Optics & Hearing Outdoor Products B2B Construction Pet Food Acquire companies that deepen expertise, add supply, or expand segment/ industry Boosts scale and performance within current sectors/ industry Add entirely new industries/ segments to the platform Opens additional merchant pools, customer groups and GMV streams Divestment of 3 small portfolio companies in Q4 2025: Emco, Aplanta and x-mobility. Car-subscription business not in line with our expectations consistent termination. 10 Source(s): Company Information, Acquisitions 2025, 2026 Every acquired company brings new partners, new products and new customers into TPG. Investor Presentation

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