Stabilus SE — Investor Presentation 2025

Nov 10, 2025

FY2025 PRELIMINARY RESULTS

NOVEMBER 10, 2025

DISCLAIMER

Stabilus SE (the "Company", later "Stabilus") has prepared this presentation solely for your information. It should not be treated as giving investment advice. Neither the Company, nor any of its directors, officers, employees, direct or indirect shareholders and advisors nor any other person shall have any liability whatsoever for any direct or indirect losses arising from any use of this presentation.

While the Company has taken all reasonable care to ensure that the facts stated in this presentation are accurate and that the opinions contained in it are fair and reasonable, this presentation is selective in nature. Any opinions expressed in this presentation are subject to change without notice and neither the Company nor any other person is under any obligation to update or keep current the information contained in this presentation. Where this presentation quotes any information or statistics from any external source, you should not interpret that the Company has adopted or endorsed such information or statistics as being accurate. This presentation contains forward-looking statements, which involve risks, uncertainties and assumptions that could cause actual results, performance or events to differ materially from those described in, or expressed or implied by, such statements. These statements reflect the Company's current knowledge and its expectations and projections about future events and may be identified by the context of such statements or words such as "anticipate," "believe", "estimate", "expect", "intend", "plan", "project" and "target". No obligation is assumed to update any such statement.

Numbers were rounded to one decimal. Due to rounding, numbers presented may not add up precisely to the totals provided.

Revenue and earnings development in FY2025 strongly affected by the current market environment, the global tariff conflict, the unfavorable product mix and the higher pricing pressure in the automotive business as well as the weak US dollar.

Revenue in FY2025 on the prior year's level of around €1.3bn.

Adj. EBIT1 margin in FY2025 at 11.0%, -1pp y/y.

Net leverage ratio as of end September 2025 stable at 2.97.

The transformation program to boost long-term competitiveness is well on track. It will streamline the organizational structure, reduce personnel and operating costs and optimize the production footprint.

STABILUS GROUP IN Q4 FY2025

REVENUE AND EARNINGS IMPACTED BY CURRENT MARKET ENVIRONMENT

REVENUE (€M) ADJ. EBIT (€M) PROFIT (€M) ADJ. FCF (€M)

Revenue 6.0% y/y

• › Organic -2.2%, M&A 0.0%, FX -3.8% y/y
• › Lower revenues in Automotive, EC1 and IMA, partly offset by growth in DIAMEC, HRF, AMR and CV

Adj. EBIT margin 1.7pp y/y

• › Adj. EBIT -18.9% y/y: Organic -15.3%, M&A +0.0%, FX -3.6%
• › Incurred integration cost €0.0m (PY: €1.8m)

Profit margin 8.8pp y/y

• › Provision / expenses for transformation of €17.6m
• › Higher selling expenses, finance costs (interest expenses and net fx losses)

Adj. FCF % revenue 2.3pp y/y

• › Adjustments to FCF €2.3m (PY €2.3m)
• › Operating cash inflow up €2.5m, investing cash outflow (capex) down €1.2m y/y

REVENUE AND EARNINGS IMPACTED BY CURRENT MARKET ENVIRONMENT

REVENUE (€M) ADJ. EBIT (€M) PROFIT (€M) ADJ. FCF (€M)

Adj. EBIT margin 1.0pp y/y

• › Adj. EBIT -9.2% y/y: Organic -17.7%, M&A +10.9%, FX -2.4%
• › Destaco cost synergies €1.2m
• › Incurred integration cost €1.5m (PY: €3.8m)

Profit margin 3.6pp y/y

• › Provision / expenses for transformation of €17.6m
• › Higher selling expenses, finance costs (interest expenses and net fx losses)

Adj. FCF % revenue 1.0pp y/y

• › Adjustments to FCF €8.7m (PY €653.2m)
• › Operating cash inflow down €0.5m

¹ See list of acronyms in appendix.

› All market segments are negatively affected; higher revenues only in DIAMEC1 and IMA y/y; Destaco sales synergies

Revenue 0.8% y/y

-3.2% y/y

€8.2m

› Organic -4.6%, M&A +7.0%, FX

BUSINESS DEVELOPMENT BY REGION IN Q4 FY25

Revenue in APAC impacted by pricing pressure in Automotive. Adj. EBIT margin affected by the harmonization of transfer pricing policy (Destaco integration).

BUSINESS DEVELOPMENT BY REGION IN FY2025

Results affected by Destaco integration (12M results included in FY25 vs. 6M in FY24). APAC revenue impacted by higher pricing pressure in Automotive.

AMERICAS: HIGHER REVENUES DRIVEN BY ACQUISITION, IMPACTED BY UNCERTAINTY AND WEAK USD

REVENUE (€M)

Revenue 2.5% y/y

• › Organic -2.1%, M&A +11.6%, FX -7.0%
• › Lower revenues in Automotive, CV1 and EC, partially offset by growth in DIAMEC, HRF, AMR and IMA
• › 12 months Destaco results included in FY25 vs. 6 months in FY24

• › Significant negative impact from weak ADJ. EBIT (€M) US dollar (-7.0% y/y)

• › Adj. EBIT -20.5% y/y: Organic -36.7%, M&A +21.2%, FX -5.0% y/y

• › Margin negatively affected by harmonization of the transfer pricing policy, following the consolidation of Destaco (- €7.9m)

EMEA: REVENUE INCREASE DRIVEN BY ACQUISITION

REVENUE (€M)

ADJ. EBIT (€M)

Revenue 3.2% y/y

• › Organic -1.4%, M&A +5.0%, FX -0.4%
• › Lower revenues in all market segments except in IMA1 and DIAMEC
• › 12 months Destaco results included in FY25 vs. 6 months in FY24

Adj. EBIT margin 1.8pp y/y

• › Adj. EBIT +20.6% y/y: Organic +12.0%, M&A +9.1%, FX -0.5% y/y
• › Margin positively affected by harmonization of the transfer pricing policy, following the consolidation of Destaco (+ €9.6m)

APAC: RESULTS IMPACTED BY TARIFF CONFLICT AND PRICING PRESSURE IN AUTOMOTIVE

REVENUE (€M)

ADJ. EBIT (€M)

Revenue 12.4% y/y

• › Organic -13.6%, M&A +3.5%, FX -2.3%
• › Lower revenues in Automotive, AMR1 and EC, partially offset by growth in CV and IMA; DIAMEC and EC revenues at prior-year level

Adj. EBIT margin 3.4pp y/y

• › Adj. EBIT -29.3% y/y: Organic -31.2%, M&A +3.7%, FX -1.8% y/y
• › Strong pricing pressure in Automotive
• › Margin negatively affected by harmonization of the transfer pricing policy, following the consolidation of Destaco (- €1.7m)

BUSINESS DEVELOPMENT BY MARKET SEGMENT IN Q4 FY25

Despite the challenging market environment, DIAMEC, CV and AMR grew in Q4 FY25 .

BUSINESS DEVELOPMENT BY MARKET SEGMENT IN FY2025

Despite the challenging market environment, IMA and DIAMEC grew in FY2025.

• › Our goal is to reduce net leverage ratio well below 2.0 within the next two to three years.
• › Our mid-term target leverage ratio is 1.0.

The FY2025 revenue and earnings development was significantly impacted by the current market environment and the US tariff policy.

Given the geopolitical and macroeconomic uncertainties, we expect FY2026 to be challenging. On December 8, 2025, at 07:00 CET, we will release the 2025 Annual Report with final figures and the forecast for FY2026, at 10:30 CET we will hold an analyst & investor web conference on final results.

Despite the headwinds, we continue to pursue our long-term strategy STAR 2030, focusing on profitable and sustainable growth, customer and employee satisfaction, innovation and sustainability.

APPENDIX

REVENUE AND ADJUSTED EBIT MARGIN BY QUARTER

LVP DEVELOPMENT / FORECAST

STABILUS

QUARTERLY VIEW: Q1 FY25 - Q4 FY26

LVP DEVELOPMENT / FORECAST

YEARLY VIEW: FY2024 – FY2026

ACRONYMS AND ABBREVIATIONS

Adj.	Adjusted	FX	Foreign exchange, currency effect
AGS	Automotive Gas Spring	FY	Fiscal year
AMR	Aerospace, Marine & Rail	GDP	Gross domestic product
APAC	Asia-Pacific	HRF	Health, Recreation & Furniture
APR	Automotive Powerise	IMA	Industrial Machinery & Automation
bp	Basis point	LTM	Last twelve months
CAPEX	Capital expenditure	LVP	Light vehicle production
CV	Commercial Vehicles	M&A	Mergers & Acquisitions, acquisition effect
CY	Calendar year	NLR	Net leverage ratio
D&A	Depreciation and amortization	NWC	Net working capital
DIAMEC	Distributors, Independent Aftermarket, E-commerce	pp	Percentage point
EMEA	Europe, Middle East & Africa	PPA	Purchase price allocation
EBIT	Earnings before interest and taxes	PPE	Property, plant and equipment
EBITDA	Earnings before interest, taxes, depreciation and amortization	Prelim	Preliminary
EBT	Earnings before taxes	PY	Prior year
EC	Energy & Construction	q/q	Quarter-on-quarter
FCF	Free cash flow	y/y	Year-on-year

MOTION CONTROL