technotrans SE — Investor Presentation 2025

Aug 13, 2025

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Webcast interim financial report 2025

POWER TO TRANSFORM -

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Agenda

2 4 Overview & Highlights Focus markets Financials Strategy & Outlook

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Strong performance in the 1st half of 2025

Markets

• Key growth drivers: focus markets Energy Management, Print, Healthcare & Analytics
• Growth trend remains intact: Book to bill ratio at 1.1
• Uncertainty due to US tariffs

Financials Strategy

• Group revenue in the first 6 months in the amount of 120.6 m€ (previous year: 115.3 m€)
• Order backlog increases to 84 m€ (Q1 2025: 80 m€)

• Positive effects of the ttSprint efficiency program visible
• Strategy 2030 to be published in October 2025

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H1 2025 | Selected highlights

Energy Management

• Market position expanded in battery cooling systems for rail vehicles and e-buses
• Increased production capacity for liquid cooling systems for data centres

Print

• Exclusive framework agreement with Windmöller & Hölscher to intensify cooperation
• Order volume in the low double-digit million euro range

Healthcare & Analytics

• Strong increase in deliveries of systems for analytics and scanners
• Revenue + 44 %

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Share

Driver

Revenue

Development Focus markets

+11 %*

v 18.4 m€

Revenue 15 %

BTMS Rail BTMS E-Buses Datacenter

HEALTHCARE & ANALYTICS

+44 %*

9.7 m€

Analytics Scanner Cleanroom

PRINT

+8 %*

41.8 m€

8 % 35 % 21 % 16 %

Packaging printing Label printing Digital printing

PLASTICS

• 2 %*

25.1 m€

Temperature control units Refrigeration systems Natural refrigerants

LASER

• 11 %*

18.8 m€

Batteryproduction Semiconductors EUV

*Comparison with the previous year

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Significant increase in Revenue & EBIT in the 1st half 2025

• Revenue up 4.6% to 120.6 m€ in H1 25
• Growth in the focus markets of Energy Management, Healthcare & Analytics and Print

• EBIT margin doubled to 7.0% in H1 25
• Improvement in earnings due to higher revenue, product mix optimization, and efficiency gains
• No impact from temporary expenses for reorganization (H1 24: 0.8 m€)

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Technology: EBIT increases significantly compared to previous year

• 44.3 44.2 47.6 45.0 45.8 Strong revenue growth of 5.9% to 90.8 m€ in segment Technology in H1 25
• Revenue increase mainly resulting from the focus markets of Energy Management, Healthcare & Analytics and Print

• Segment EBIT margin significantly strong at 4.3% in H1 25
• Profitability improvement through optimization of the product portfolio, utilization of economies of scale, and efficiency gains
• Elimination of the impact of temporary expenses for the reorganization (H1 24: 0.4 m€)

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Services: EBIT margin of 15% in the first half of 2025

• Moderate revenue growth in the Services segment to 29.8 m€ in H1 25
• Revenue increase in the focus market of Print
• Plastics however remain weak

• Segment EBIT reaches 4.5 m€ in H1 25
• Margin increases to 15.0 %
• No impact from temporary expenses for reorganization (H1 24: 0.4 m€)

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ROCE and free cash flow

• ROCE increases significantly to 15.0% (previous year: 11.5%) due to positive EBIT development
• Free cash flow of -1.1 m€ (previous year: -0.7 m€), in particular due to increased cash outflows for investments of 2.8 m€ (previous year: 1.1 m€)

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Earnings development

• Gross margin significantly above previous year due to product mix optimization in the Technology segment and effects of the ttSprint efficiency program
• EBITDA increases significantly and in line with EBIT development
• Earnings per share of $0.75 \in$ more than doubled compared to the previous year $(0.34 \in)$

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Net assets

• Equity ratio remains strong at 59.7%
• Increase in net debt to finance investments and growth
• Leverage ratio remains in the investment grade range at 1.08x

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EBIT guidance 2025 - technotrans remains on track

Diagram for illustration

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Forecast 2025

• technotrans records strong performance in the first half of 2025
• Key growth drivers are the focus markets Energy Management, Healthcare & Analytics and Print
• Market position expanded in battery cooling for railway and e-buses
• Production capacity for liquid cooled datacenters increased
• Effects of the efficiency program stabilize the earnings position despite volatile conditions
• Board of Management confirms the 2025 forecast

EBIT margin ROCE

Revenue [m€]

The forecast is subject to the proviso that political and economic conditions do not deteriorate. These include, in particular, economic trends, the war in Ukraine, the conflict in the Middle East, regulations at European and international level and macropolitical developments. Possible portfolio changes are not taken into account in this forecast.

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Investor Relations

Frank Dernesch

Director Investor Relations & Treasury

Tel. +49 (0)2583 301-1868 Fax +49 (0)2583 301-1054 frank.dernesch@technotrans.de

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Disclaimer

• This presentation contains statements about the future development of the technotrans Group.
• These reflect the current views of the management of technotrans SE and are based on the relevant plans, estimates, and expectations. We would like to point out that these statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those expected.