Roblon — Earnings Release 2026

Mar 3, 2026

Company Announcement no 4 – 2026

Roblon

Roblon A/S

Fabriksvej 7, Gærum

DK-9900 Frederikshavn

+45 9620 3300

info@roblon.com

CVR no. 57 06 85 15

Downward adjustment of expectations for the financial year 2025/26 – Roblon to publish new 2030-strategy by the end of March 2026

In the first quarter of the financial year 2025/26, Roblon realised revenue of DKKm 29.8 (DKKm 51.1)¹, Operating profit before depreciation, amortisation and impairment (EBITDA) and before special items of DKKm -6.3 (DKKm 6.7) and operating profit (EBIT) before special items of DKKm -9.2 (DKKm 3.0).

Management had expected a lower level of activity in the first quarter of 2025/26; however, both revenue and earnings were below expectations. The primary reason is that one of Roblon's largest customers within the offshore oil and gas industry has temporarily reduced its purchasing activity due to excess inventory position. This development negatively affects order intake and revenue for the remainder of the financial year.

Based on the continued low level of activity and updated market expectations, management has implemented necessary cost adjustments, including organisational changes. These initiatives are expected to reduce costs by approximately DKKm 5 for the full financial year 2025/26 and will have full effect after the first quarter. The initiatives have been implemented to ensure a more robust and cost-efficient operating platform in a market characterised by significant fluctuations.

As a consequence, management adjusts its expectations for the full financial year 2025/26 to:

• Revenue: DKKm 170 – 210 (previously DKKm 200–240)
• EBITDA before special items: DKKm 0 – 20 (previously DKKm 10–30)
• EBIT before special items: DKKm -10 to 10 (previously DKKm 0–20)

The previous expectations were communicated in company announcement no. 10 of 9 December 2025. In this context, it was emphasised that the financial year 2025/26 would be affected by a changed product mix, including lower revenue from deliveries to subsea energy cable projects. Roblon's activities within this area are relatively new and project-based, and despite expectations of market growth, activity levels may vary significantly from year to year. Customer dialogues, development activities and discussions regarding deliveries for future cable projects are ongoing and are expected to result in project initiations after 2026. Management therefore expects a higher level of activity within this area in the financial year 2026/27.

Roblon's interim report for the first quarter of 2025/26 will be published as scheduled on 16 March 2026. The Company will publish a new strategy towards 2030 by the end of March 2026, including market vision and financial targets.

Frederikshavn, 3 March 2026

Roblon A/S

Mikael Staal Axelsen
Chairman

Kim Müller
CEO

Carsten Michno
Co-CEO/CFO

Enquiries regarding this announcement should be addressed to:

Co-CEO Carsten Michno, tel. +45 9620 3300

¹ Realised amounts for the previous year are stated in brackets