Presentation for investors Sto SE & Co. KGaA, current version EN: Download | PDF 9,4 MB

Presentation for investors Sto SE & Co. KGaA

08/05/2026

Sto SE & Co. KGaA reception building

Design: Wilford Schupp Architekten, Stuttgart, DE Orange Blu, Stuttgart, DE

World map in render in the Sto SE & Co. KGaA reception building

Western Europe Northern/Eastern Europe America/Asia/Pacific

203

13%

165

10%

1,223

77%

Turnover 2025 Sto Group:

EUR 1,591 million

Figures in EUR million and %.

Façade systems Façade coatings Interiors Other product groups

233

15%

240

15%

740

46%

378

24%

Turnover 2025 Sto Group:

EUR 1,591 million

Figures in EUR million and %; other product groups: Including floor coatings and products for concrete repair.

Applications

Sto products & systems

Simplified schematic diagram.

Climate protection

Sto's business model makes a direct contribution

Sto products - external wall insulation system (ETICS)

1 2 3 4 3 5

StoTherm Classic®system build-up

1. ─ Bonding

2. ─ Insulation

3. ─ Reinforcing compound

4. ─ Reinforcing mesh

5. ─ Finish

Sto is an insulation-indifferentiated system provider for ETICS.

Notes: Presentation exclusively relevant for the German market. Costs include material + labour.

• Quality, climate protection and resource conservation are the basis for our AimS product line.

  We are setting new standards in ecological and economic criteria and achieving excellent processing properties.

• Approx. 30% of the binder in AimS plasters and paints is made from renewable raw materials. Pine oil is used instead of crude oil.

• For a detached house with a facade area of approx. 200 m², the use of StoArmat Classic AimS / Stolit AimS / StoColor Lotusan AimS saves approx. 40 litres of crude oil.

  AimS products support climate-friendly construction

  
  
  

  StoLevell Neo AimS

  Cement-free mineral bonding & reinforcement mortar for ETICS

  Product:

• World's first cement-free, mineral adhesive and reinforcing mortar with a CO2 eq saving of -50% (EPD A1-A3, cradle-to-gate) *1)

• Meets all the requirements of a mineral mortar for use in an ETICS

• Application to EPS, mineral wool and soft wood fibre approvals available

• Processing properties like standard products

  CO2-saving (example*2): multi-family house, 800 m²):

• Savings: 1,728 kg CO2 = 2,400 truck-km = distance Copenhagen-Madrid

  Technology:

• Innovative, patented binder combination based on recycled raw materials (without Portland cement)

• Technology approach can be transferred to other product lines

Supporting the alignment of product development with European climate targets

*1) EPD-based, compared to conventional, cementitious mortar for ETICS

*2) based on EPD data A1-A3.

The cement-free bonding mortar StoLevell Neo AimS receives the award of the German Sustainability Award Foundation in the climate category.

Direct distribution Trade/specialised companies

General contractors Planners

Architects

Housing industry

Investors

Distribution Germany as of April 2026

ca. 90

ca. 300

SalesCentres

Employees in the sales force incl. application engineering

Headquarters

Stühlingen

10 subsidiaries

1. StoCretec GmbH

2. SÜDWEST Lacke + Farben GmbH & Co. KG

3. STRÖHER Gruppe

   • STRÖHER GmbH

   • STRÖHER Produktions GmbH & Co. KG

   • GEPADI FLIESEN GmbH

4. JONAS Farben GmbH

5. VIACOR Polymer GmbH

6. Verotec GmbH

7. Innolation GmbH

8. Liaver GmbH & Co. KG

4

3

8

1

2

Headquarters

Stühlingen

5

6 7

Sto - international presence

• With 50 Sto-subsidiaries

  in 35 countries represented

• Represented with partners in more than 60 other countries

Subsidiary

Partner

As at: 16.04.2026

Sto Group

Company brand

Mixed brand presence

Individual/family brand

‌1 2 3 4

Disclaimer:

Any statements in this presentation that relate to the future correspond to the state of knowledge available at the time when the presentation was produced. These statements are subject to risks and uncertainties over which Sto SE & Co. KGaA largely has no influence. Relevant risks and uncertainties are addressed in detail in the risks and opportunities report in the context of financial reporting.

Although the utmost care is taken when making statements relating to the future, the accuracy of these statements cannot be guaranteed. The actual results may therefore deviate from the expected results as described here. Where sequences of numbers are cited in the context of this presentation, Sto SE & Co. KGaA would like to point out that they do not represent trends, forecasts, or other statements relating to the future. Definitive statements in this regard are contained in the ordinary financial reporting only.

No liability is assumed and no guarantees are made, either expressly or by implication, regarding the up-to-dateness, accuracy, and completeness of the data and information in this presentation.

Founded in: 1955

From a lime plant to a global provider of coating solutions

Sto SE & Co. KGaA communications building, Stühlingen Photo: Christian René Schulz, Bielefeld

Design: Michael Wilford Architekten, Stuttgart/London

Jost Bendel

Chief Technology Officer

Rainer Hüttenberger

Chief Executive Officer

Désirée Konrad

Chief Financial Officer

Promoting young talent through education: the StoFoundation

The foundation, which was launched in 2005, promotes the education of young people in trade and academic environments. It also supports projects for the preservation of historic monuments and the development of eco-friendly building materials.

Global megatrends changing the world

Megatrends are long-term developments that bring about lasting changes in society and the economy. Our strategy enables us to respond to this dynamic of change.

Corporate culture Changes in the world of work (new work)

Lack of affordable housing

Industrial prefabrication and modular construction

Consideration of

Circular economy Sustainable products and construction types

relevant sub-trends

Automation and robotics

Intertwining of business and politics

Omni-channel and artificial intelligence

Shifting power relationships

Derived from the megatrends, our strategy addresses relevant sub-trends. Systematic trend management enables us to identify emerging trends and risks at an early stage so that we

Urbanisation Diversity and equality

IT and cybersecurity …

can respond to them.

Strategic targets at a glance

Solution Leadership

Our solution leadership and our core competences make us the first choice for facades.

Growth

We grow by creating value and outpacing the market in defined segments and product groups.

Customer Centricity

We make it easier for our customers to do business with us.

Productivity

We increase productivity through efficient processes, lean structures, and digitisation.

Sustainability

Sustainability is a core competence.

Employees

It is the people at Sto that make the difference.

M&A supports target achievement

M&A is aligned with the Group strategy. It is used specifically to access and develop markets and to expand expertise in order to overcome potential limits of in-house developments.

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10

Group strategic initiatives are the focus of our Strategy 2030

Tangible differentiation

By developing and marketing competitive, sustainable products and systems as well as digital services, we differentiate ourselves from the competition and create added value for our target groups.

Sto Climate Partner Initiative

• As the ETICS market leader, we are driving forward climate targets in sustainable building renovation with the specialist trade.

• Sto Climate Partners are actively shaping the future of building with us.

  
  
  
  
  

  StoHome App - Exclusively for climate partners

• optimises and digitalises the quotation process for the renovation of detached and semi-detached houses

• Includes:

  • visualisation

  • area determination

  • product selection

    
    
    

  • petermination of service items

  • Creating material lists

  • ordering via webshop (in preparation)

• offers end customers expert advice and reliable results

• offers craftsmen productivity, speed, order security, competitive advantages and growth

  
  
  
  
  Industrial prefabrication

  By developing and marketing prefabricated construction elements for serial refurbishment and new built, providing automation units as well as robots for the application of our product range, we expand our solution leadership.

  
  
  
  
  

  Manufacturing technology

• Robot cells for the fully automatic application of insulation, reinforcement, including mesh, and external render

• Development of holistic solutions that combine product, process and machinery to achieve maximum performance in the application of Sto products

• Sales of machines/robots in combination with Sto materials as well as technical support and application advice for partners

• Complete solution along the entire process chain - from material storage in the silo to fully automated application of the material

Core segments and product groups

By strengthening our core segments and core product groups, as well as optimising our country-specific approach, we ensure the long-term success of our business. All our subsidiaries deliver their own positive contribution.

Rising segments and product groups

By systematically identifying potential, we create the basis for the targeted development of new markets and the achievement of significant market coverage.

Electrical conductivity coatings for floors

Avoidance of electrostatic charges and discharges

• Automotive and automotive supply industry

• Semiconductor production

• Data center

• Electronics industry

• Clean room

  StoFloor ESD KU 614 Reliable protection for ESD areas

• State-of-the-art, volume-conductive ESD technology

• Complies with all current ESD standards

Rainscreen cladding facades

Versatile system solutions - More than meets the eye

StoVentec

• Holistic solutions: from the sub-construction to the cladding

• High degree of design freedom: jointless or joint-accentuated facades

• Wide range of applications: New build & renovation residential & non-residential construction

• Flexible application: conventionally installed on site or integrated into prefabrication processes

Project: Maina, Fossano, IT

Planning: Giovanni Arnaudo, Cuneo, IT

Omni-channel

By pursuing a proactive omni-channel approach in Europe, we offer our customers not only personal contact but also a unified customer experience across all sales channels, such as the web shop.

Omni-Channel sales

AI-based sales management in the project business

⌕

Potential analysis per customer,

segment and region

◎

Prioritisation of customers

and projects

◉

Focussing of

sales resources

Synchronised execution

in the soft-bristle paint brush

From reactive sales management to data-based growth management

1. Data basis & transparency

2. AI for sales management

3. Business impact

   ▦

   CRM and

   • market data, e.g. iBau

     Sales Operating System

     ▲ • Greater market penetration

     ▤

   • Customer, project and sales history

     ✓

   • Single Source of Truth

     ▲ Measures, pipeline

   • Better utilisation of of existing customers

     ●

     ◎

     More focus on value-

   • creating

     sales activities

     ⬛

     Full transparency

   • about

     performance control

     ◔ • Better controllability

     ▲

     customer potential

     and market

     • Scalable, repeatable growth logic

Demand-driven supply chain

By having a future-proof distribution network and a demand-driven approach to the flow of goods across Europe, we increase our responsiveness and improve customer satisfaction.

Organisation and steering

By developing and steering our organisation in the future and through harmonised and efficient business processes, we increase the effectiveness and profitability of the entire Sto Group.