Platform Group Se & Co. KgaaXETR: TPG0

Presentation Preliminary Financial Results FY 2025 & Outlook 2026

· Issued by 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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