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

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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 Our mission: building with conscience. Our vision: technology leader in the sustainable design of living space tailored to human needs. Worldwide. 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 Concrete and floor coatings Interior coatings Thermal insulation/ rainscreen cladding facade Facade coatings Internal insulation Acoustic systems Lacquers, glazes, and stains 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 ─ Bonding ─ Insulation ─ Reinforcing compound ─ Reinforcing mesh ─ Finish Sto is an insulation-indifferentiated system provider for ETICS. Notes: Presentation exclusively relevant for the German market. Costs include material + labour. 9 08/05/2026 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 CO 2 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 CO 2 -saving (example *2) : multi-family house, 800 m²): Savings: 1,728 kg CO 2 = 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 The customers that purchase from the Sto brand are generally tradespeople or specialist companies. The market cultivation activities for the Sto brand focus on these three target groups. 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 StoCretec GmbH SÜDWEST Lacke + Farben GmbH & Co. KG STRÖHER Gruppe STRÖHER GmbH STRÖHER Produktions GmbH & Co. KG GEPADI FLIESEN GmbH JONAS Farben GmbH VIACOR Polymer GmbH Verotec GmbH Innolation GmbH 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 15 08/05/2026 Sto Group Company brand Mixed brand presence Individual/family brand ‌ 1 2 3 4 Business model General condition s & strategy Key financial figures / Information about the Sto share Forecast and outlook 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 Family entrepreneurs: Jochen Stotmeister (1) , Gerd Stotmeister (2) , Fritz Stotmeister († 21.04.2022) (3) Chairman of the Supervisory Board of STO Management SE & Chairman of the Executive Board (1988-2015) Member of the Supervisory Board of STO Management SE & Chief Technology Officer (1998-2016) Honorary member of the Executive Board of Sto SE & Co. KGaA & founder of ISPO-Putz KG Jost Bendel Chief Technology Officer Rainer Hüttenberger Chief Executive Officer Désirée Konrad Chief Financial Officer TRAINING AND FURTHER EDUCATION FOR TRADESPEOPLE AND ARCHITECTS 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. Future of work Increasing population and demographic change Sustainability and climate change Digitisation and technological advancements Dynamic shifts in politics and the economy Individualisation and different life models 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. 25 08/05/2026 Tangible differentiation Industrial prefabrication Core segments & product groups Rising segments & product groups Omni-channel Demand-driven supply chain Organisation & steering Digital transformation Sustainability strategy Culture & personnel development 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 Field service Sales centre Online sales Supports customers and projects Handles day-to-day business in terms of logistics and sales Webshop Social Media Always available 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 Data basis & transparency AI for sales management 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. Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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