Bossard Holding AG

Investor Presentation • Oct 29, 2025

Agenda

01	Profile & Strategy 200	Daniel Bossard	Group CEO
02	Sales Engine	Erica Wong	VP Sales & Marketing
03	Operations Engine	Gaetano Pasta / Angie Ilic	Program Manager Global ERP / Project Manager Al
04	Smart Factory Services	Remo Gander	VP Smart Factory
	Break
05	Financial Performance and M&A	Stephan Zehnder	Group CFO
06	Wrap-up and Q&A	Daniel Bossard & Stephan Zehnder	Group CEO / Group CFO

SWITZERLAND INNOVATION PARK BIEL/BIENNE

Six Innovation Parks across Switzerland

Switzerland Innovation Park Biel/Bienne (SIPBB)

Bring together, what belongs together

Our Services

1. INNOVATION HUB FOR INDUSTRY 4.0

We help you develop your nextgeneration of automation and digitalisation solutions via:

• Innosuisse Projects
• EU-Projects
• Direct

Innovation project supported by

Technology-Providers ■

2. PLATFORM «TEST BEFORE INVEST»

The Lighthouse Project Industry 4.0 includes:

• 1'000 m2 of testing environment
• 100+ state-of-art technologies
• Proof-of-Concepts (PoC) of future manfucturing scenarios

3. KNOWLEDGE TRANSFER & NETWORKING

The Swiss Smart Factory Network represents:

• 80+ partners worldwide
• 3000+ visitor per year
• 8 SSF signature events
• 20 workshops & training programs per year

End-Users

30.10.2025 © SIP-BB / Swiss Smart Factory

Innosuisse Research Project with Bossard

Our 88 Members

(https://ssf.sipbb.ch/membership/our-members/)

SWISS SMART FACTORY

Profile & Strategy 200

Daniel Bossard, Group CEO

Bossard is a strategic partner for fastening technology and Smart Factory solutions to OEM customers globally.

FACTS & FIGURES

A startup with 194 years of experience

BOSSARD GROUP

GROUP STRUCTURE

A selection of high-quality customers

BUSINESS OPPORTUNITY

Total Cost Reduction - Focus on invisible costs

BUSINESS MODEL

Proven Productivity - Solutions to increase customer competitiveness

SERVICES

Strategic importance

Offering	Sales Volume	Customer Value	Customer Entry Level
Assembly Technology + Smart Factory + Product Solutions			C-Level
Assembly Technology + Product Solutions			Design & Development
Smart Factory + Product Solutions			Production & Logistics
Product Solutions			Purchasing

SERVICES

Smart Factory Logistics – installed smart devices

• 1,100 customers
• CAGR 5.1 %

SERVICES

Smart Factory Assembly – installed stations

• 250 Customers

• CAGR 132 %

STRATEGY 200

Overview

Accelerated profitable and sustainable growth…

• … based on our proven business model
• … organically and through acquisitions
• … to achieve relevant market shares in our key markets
• … through 7 strategic initiatives

ACCELERATED, PROFITABLE & SUSTAINABLE GROWTH

Sales & EBIT margin development

STRATEGY 200

Overview

Accelerated profitable and sustainable growth…

• … based on our proven business model
• … organically and through acquisitions
• … to achieve relevant market shares in our key markets
• … through 7 strategic initiatives

STRATEGY

7 strategic initiatives

Together, we bring Proven Productivity & Sustainability to every manufacturing & assembly operation in the world.

Winning Aspiration | Proven Productivity

SALES ENGINE

Efficiency in customer acquisition and pipeline conversion

• Focus on growth verticals (sunrise industries such as railway, robotics, semiconductor equipment & aerospace)
• Deep & wide (products & services, global)
• Strong shift towards digital lead generation & higher conversion rates
• Emphasis on Smart Factory and automated, data-driven C-parts management solutions

OPERATIONS ENGINE

Efficiency in our operations

• Introduction of Microsoft D365 in 19 Business Units across the globe by mid of 2025 (38 % business coverage)...
• India planned for H2 2025,
  4 rollouts in Europe and Asia
  by end of 2026 (61 % business coverage)
• Technology to increase efficiency
• Efficient supply chain (infrastructure, end-to-end processes, speed)

INNOVATION

Cutting edge service development (Smart Factory, automation)

• Smart Factory driven service innovation
• … C-parts management & TCO

TOGETHER WE CREATE

Global collaboration, people development & alignment

• Continued focus on guiding principles & global collaboration
• … succession planning
• … talent & leadership development
• … alignment of goals & targets (global incentive structure)

SUSTAINABILITY

Reduced footprint, social responsibility & regulatory compliance

• Reduction of CO2 footprint (50 % from 2023-2031)
• Compliance with suppliers' code of conduct
• Compliance with global regulations (CSRD)

Sales Engine

Erica Wong, VP Sales & Marketing

Sales Engine Journey towards 2031 & beyond– driving sustainable Growth

"

Strengthening partnerships – the Sales Engine enables us to turn high-quality leads into lasting customer relationships, driving share of wallet and long-term profitable growth.

Growth Accelera

Foundation

New user-friendly Website (optimized frontend)

Better Lead Generation and Conversion

Resources Hub (streamline & consolidate fragmented to 1)

• Efficiency Gains, Cost Savings, Visibility & Scalability

End-to-End unified Sales Process & Structure (Watch List)

Predictable Pipeline & global Scalability

Marketing, Sales, Product, and Services Teams collaborating through a unified Process (Silo to integrated)

Increase Share of Wallet (quantitative)

Customer Satisfaction Index & Net Promoter Score Survey

• Qualitative Feedback drives Performance

Collaboration & Disciplined Execution

Foundation

Growth Acceleration

1. From Tools to tangible Impact:

Marketing BI (GLOW) – Gives Visibility from Lead → Marketing Qualified Lead → Sales Qualified Lead → Watch List 4 → Watch List 3 (get first Order)

• Funnel Efficiency
• Higher Conversion
• Predictable Pipeline

Sales BI (GAIN) – Gives Visibility from Watch List 4 - 3 - 2 - 1 to get higher Share of Wallet

• Precise Customer Segmentation
• Prioritize must-win industries
• Accelerate early Entry into high-growth Sunrise Markets

Both BI drives measurable Conversion & Growth

Growth Acceleration

• 1. Global 60 Program (G60) to increase Share of Wallet of global Base across all 4 Continents
• Strategic Partnership
• Scalable Growth
• Consistent Synergies

Growth Acceleration

• 1. High Performance Sales Leadership Coaching Program Scalable Sales Culture
• Preboarding Every Sales Leaders to have 3 Years Growth Plan agreed
• Module 1 From Insights to Impact
  • Sales BI 10 key Insights (quantitative) & Assessment
  • 5 high Performance qualitative Traits & Assessment
• Module 2 Driving for Results
• Module 3 Coaching & Support global Scalability & build Consistency

Growth Acceleration

1. High Performance Sales Leadership Coaching Program – Scalable Sales Culture

2. Preboarding Every Sales Leaders to have 3 Years Growth Plan agreed

3. Module 1 From Insights to Impact
4. Sales BI 10 key Insights (quantitative) & Assessment
5. 5 high Performance qualitative Traits & Assessment
6. Module 2 Driving for Results

Coaching for Impact

Sustainable Growth

Efficiency that converts

From top Funnel → Conversion → Sales Execution

Insights that accelerate

BI Dashboards that turn Data into Growth

Leaders that drive Growth

Coaching & Capability Building that embed a high-performance Culture

Voice that guide Growth

Customer Satisfaction & net Promoter Score into our Performance Cycle

Growth Acceleration

Operations Engine

Gaetano Pasta, Program Manager ERP | Angie Ilic, Project Manager AI

BOOST

BOOST and STR200 – Line of sight

BOOST

Progress and Live Units

5.5 years to engineer and rollout a full ERP solution suite in19 countries and 23 locations across the globe

Quantitative Wins

• 1. Resource scalability broad availability of skilled Microsoft resources on the market
• 1. Solution scalability to match our customers needs through cloud hosting with resourceful partners
• 1. Process harmonization for quantifiable results and common data for global improvements
• 1. Speed to market for globally available features that improve customer experience and create stickiness
• 1. Offering integrated solutions to our customers based on industry standards
• 1. Diversification and specialization options via Add-ons and Independent Software Vendors

BOSSARD AI FRAMEWORK

Building the foundation for secure and scalable AI adoption

Productivity & Efficiency

Automating routine tasks frees up resources and improves margins.

Customer Value

Faster, smarter responsiveness strengthens sales effectiveness and retention.

Global Setup & Awareness

AI council, developers and ambassadors drive adoption, while training builds skills and responsible use.

Trust & Compliance

Clear guardrails and data security ensure safe, scalable deployment.

BOSSARD AI TOOL

Document processing program

The Document Processing Program automates the extraction, classification, and validation of data from documents, enabling faster workflows, improved accuracy, and better decision-making.

Potential use cases:

Purchasing Orders, Invoices, Certificates, Drawings, Delivery Notes

Process

User sends mail with document to tool

Document processing program will classify the document

The tool will extract & validate the data

User can review the results and then send it to systems (ERP)

Reducing manual workload and speeds up processes

BOSSARD AI PLATFORM

Introduction

Vision

«The place to go for Al»

Why it matters

Bossard leverages AI to increase productivity, accelerate customer engagement and build a scalable platform for profitable growth – all underpinned by trusted data security.

Key Features

• Productivity Gains: supports in daily tasks, generating content (reports, presentations...)
• Customer Impact: Faster and smarter interactions improve sales conversion and retention
• Scalability: Flexible architecture ensures reliable deployment worldwide
• Trust & Compliance: Built-in safeguards guarantee data protection and regulatory compliance

Smart Factory Services

Remo Gander, VP Smart Factory

Empowering the factories of tomorrow we simplify and bring intelligence into

operations from supply chain, intralogistics

to assembly, built on Proven Productivity.

Smart Factory Global Leadership Team October 2025

BOSSARD SMART FACTORY

Bossard Smart Factory Suite of Offerings

Market positioning

Smart Factory Services create strategic advantage

Bossard's Playground of value as a strategic advantage

1. Customer Stickiness

Deeper integration across value chains, wide network and increasing customer lifetime value

2. Cross-Selling Engine

Smart Factory opens doors for other Bossard services and products

3. Share of Wallet

Recurring revenues from different pockets

4. New Customer Acquisition

Door-opener for new accounts

Customer SME Examples 2025

Smart Supply Example

• Revenue before Smart Supply: 5,700 CHE

12× revenue increase

Replicated the logistics concept in a new factory

• Revenue with Smart Supply: 72,000 CHF - Getting new business in Houston

Smart Factory was the key enabler to win new business abroad

Smart
Assembly
Example

Won a customer with Smart Assembly: 100,000 CHF project

Scaled the concept across 4 additional EU and Asian factories

Total 4 new customers

• New factories didn't have business with Bossard before
• Opened cross-selling opportunities with Smart Supply and Product
• Smart Factory potential 700,000 CHF
• Product potential 500,000 CHF

Smart Factory gave us access to four new factories we couldn't reach before

Market Outlook

The global Smart Factory market is expected to grow at > 10 % CAGR through 2030, driven by labor shortages, cost pressure, and digitalization trends. With Bossard's proven productivity and scalable architecture, we are well positioned to capture share in this accelerating market.

1. Strengthen Bossard's position as a strategic Smart Factory partner

Increase customer awareness and understanding of our Smart Factory capabilities and value

2. Accelerate account-based selling

Focus on our ideal customer profiles with a more centralized, Smart Factory-led go-to-market model

3. Modular, repeatable solutions

Stand-alone Smart Factory service modules: fast to deploy, easy to connect, designed to scale

Financial Performance & M&A

Stephan Zehnder, Group CFO

MID-TERM FINANCIAL TARGETS

... after a phase of investments

• Sales:Organic sales growth target of > 5%
• Operating profit margin (EBIT):
  Target range of 12% 15%
• Balance sheet:Equity ratio > 40 %
• Dividend payout ratio:
  40% of net income

BUSINESS ENVIRONMENT

PMI development 2020-2024

STRATEGY 200

Sales & EBIT margin development

Main drivers of lower sales and EBIT margin development

• Lower sales volume to due to economic environment
• Strengthening of the Swiss Franc
• Higher operational costs due to inflation, especially personnel costs
• Additional costs related to the ERP Rollout (FTE and costs)
• Higher IT costs due to more SaaS software solutions

STRATEGY 200 - KPI DASHBOARD

Net sales 2020-2024

CAGR	2020- 2024
Net sales	4.9%
Net sales LC	7.5%
Net sales CHF w/o M&A	3.0%
Net sales LC w/o M&A	5.5%

Local currency (LC): basis average exchange rates 2020

STRATEGY 200 - KPI DASHBOARD

EBIT margin - target range 12 % - 15 %

CAGR	2020- 2024
ЕВІТ	3.7%
EBIT LC	6.4%
EBIT CHF w/o M&A	-0.9%
EBIT LC w/o M&A	1.7%

Local Currency (LC): basis average exchange rates 2020

BALANCE SHEET

Solid capital structure

BALANCE SHEET

Change in Equity 2020-2024

Main influencing drivers:

• Stable operating performance in a volatile market period
• Shareholder returns through dividend distribution
• Targeted M&A investments
• Currency translation effects due to the appreciation of the Swiss franc

DIVIDEND POLICY

40 percent payout of net income

• The dividend policy of the Bossard Holding AG is profit oriented and based on a payout ratio of 40 % of the net income.
• The company is committed to dividend continuity
• Total dividend payout of 146.3 million CHF

M&A is a tool to make Bossard better by acquiring Talent, Markets and new Capabilities

M&A

M&A PROCESS AND ORGANIZATION - Two dimensions of our M&A strategy

TWO DIMENSIONS OF OUR M&A STRATEGY

Ideal target – what we are looking for

• Strategic fit to strengthen our position
• Shared value culture matters, both sides believing in innovation, reliability and long-term partnership
• Readiness to integrate to connect operationally, technologically and culturally

TWO DIMENSIONS OF OUR M&A STRATEGY

• Build, borrow or buy
• Complement existing strength but also leverage know-how and capabilities
• Creating synergies to drive sustainable value

M&A

Acquisitions 2020-2025

Total 157 million CHF in sales acquired

- Increase investment from 60 % to 100 %	Jeveka B.V. Netherlands - Sales EUR 27 million	Penn Engineered Fas Canada - Sales USD 25 million		Dejond Fastening Belgium - Sales EUR 15 million Aero Negoce France - Sales EUR 25 million	Ferdinand Gross Germany - Sales EUR 80 million
2020	2021	2022	2023	2024	2025

Bossard is a global leading partner of intelligent solutions for industrial fastening technology

BOSSARD GROUP

Financial discipline remains the backbone of our strategy

CAPITAL ALLOCATION PRIORITIES

• Invest in organic growth and innovation particularly in smart factory and digital supply chain solutions
• Pursue targeted acquisitions that accelerate strategic capabilities
• Maintain a solid balance sheet ensuring flexibility and resilience
• Return value to shareholders through sustainable dividends and prudent reinvestment

BOSSARD

Bossard - a strong, resilient and entrepreneurial investment case

→ PROVEN AND SCALABLE BUSINESS MODEL

• Advanced services and engineering expertise create customer stickiness
• Strong market position in fragmented market

DIVERSIFICATION

• Diversified customer base in all major sectors
• Global footprint with local operations ensures flexibility and resilience
• Dual sourcing strategy

SUSTAINABILITY EMBEDDED IN BUSINESS MODEL

• Proven Productivity and smart solutions reduce resource use and emissions
• ESG strategy drives long-term competitiveness and customer loyalty

OPERATIONAL PERFORMANCE

• High level of recurring revenue based on long-term partnerships with customers protects margins
• Continuous investments to improve operational efficiency

SOLID BALANCE SHEET

• Goodwill from acquisitions offset against equity
• Disciplined financing structure
• Attractive dividend yield

OPPORTUNITIES FOR PROFITABLE GROWTH

• Continued automation trend and global staff shortages
• Focus on growth industries such as electromobility, electronics, robotics, railway and aerospace
• Growth potential through M&A in a consolidating market

Wrap-Up and Q&A

Daniel Bossard, Group CEO | Stephan Zehnder, Group CFO