Slides
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This image can be replaced by another one by using the image placeholder of this slide layout. Presentation of Results Q1-Q3 2026 WE REACH HIGHER October 28, 2026
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PALFINGER IS FULLY COMMITTED TO CREATING 2 SUSTAINABLE SHAREHOLDER VALUE EQUITY STORY: WHAT MAKES US UNIQUE A TECHNOLOGY AND INDUSTRY LEADER RESILIENCE GROWTH Significant potential for increased profitability through digitalization, standardization, and footprint optimization. EARNINGS POTENTIAL Momentum in Europe, focus on growth markets, NAM, APAC, and MARINE, as well as the service segment. PALFINGER creates added value for its customers every day with smart lifting solutions. Broad product portfolio, global presence, industry diversity, and consistent implementation of local value creation. PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026
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This image can be replaced by another one by using the image placeholder of this slide layout. THE ENVIRONMENT 3PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 REMAINS CHALLENGING Volatility Demand remains low in Germany and the U.S. as uncertainty grows, including rising tensions in the Middle East. Customer hesitation Delayed investment decisions in key EMEA and NAM markets. Supply chain Delivery delays affecting operations. REVENUE EUR 1.62 billion EBIT EUR 120.7 million
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This image can be replaced by another one by using the image placeholder of this slide layout. Signing of binding pre-agreement for the potential sale of the Tail & Passenger Lift business to a strategic investor. Cost saving program started Stronger ring-fencing of the Russian activities increases resilience and transparency. PALFINGER continues to own the Russian entities. PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 KEY DECISIONS FOR THE FUTURE 4 MADE IN Q3 Sharpening the portfolio Structural cost saving program amounting to EUR 50 million by 2028 to compensate for inflation and to freeze structural costs. Reducing risks Introducing a new regional organization to take decisions closer to the market and increase speed, effective October 1, 2026. Structure follows strategy - nextGPO
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FROM STRATEGY TO EXECUTION: NEXTGPO ENABLES 5 DYNAMIC MARKET ENVIRONMENT Geopolitical shifts in our core markets: opportunities and risks that call for faster, local decisions. STRATEGY 2030+ Renewed Strategy and sharper priorities give a clearer focus. nextGPO Strengthening regional accountability to accelerate decisions and enhance customer and market focus. FASTER DECISION-MAKING IN A CHANGING MARKET ENVIRONMENT PRESENTATION OF RESULTS Q1-Q3 2026 PALFINGER | 10/28/26
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This images can be replaced by another one by using the image placeholder of this slide layout. SELECTED MAJOR ORDERS EMEA ~EUR 26 million EUR 6.2 million order from German motorway (Loader cranes & Hooklifts) MARINE ~EUR 22 million EUR 11 million order from the scientific research segment NAM ~USD 32 million Major order placed by a strategic North American client in October 2026 6PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 IN Q3 2026 Products include Aerial Work Platforms, Truck-mounted Forklifts, Loader cranes and Hooklifts Products include Marine cranes, Davits, RIB boats for Governmental Business Delivery Between 2027 - 2029 Products & services Truck-mounted forklifts, Loader cranes and service contract Delivery Within the next 12 months
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This image can be replaced by another one by using the image placeholder of this slide layout. PORTFOLIO SHARPENING AND REDUCING RISK
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SHARPENING PORTFOLIO THROUGH 8PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 THE SALE OF TAIL & PASSENGER LIFT BUSINESS • Classified as held for sale. • To be reported below EBIT as discontinued operations and therefore excluded from "other non reportable segments" P&L reporting. • Single-digit million write-off impacting net income, not EBIT (final amount depending on due diligence findings and closing accounts). SIGNED Binding Pre-Agreement NEXT STEPS Due Diligence, Final Negotiations & Merger Control Approval Q4 2026 / Q1 2027 EXPECTED CLOSING Transaction not yet completed Still pending IMPACT ON FINANCIALS
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RISK MITIGATION: STRENGTHENEDRING-FENCING 9PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 OF RUSSIAN OPERATIONS Decision to strengthen ring-fencing through a legal structure Re-classification and change of valuation method Future deconsolidation effect Executive and Supervisory Board initiated a legal structure to reinforce ring-fencing and prepare deconsolidation of the Russian entities. PALFINGER remains the owner of the Russian entities. ~EUR 135 million Q3 2026 ~EUR 45 million Recycling of the currency translation reserve into P&L. Additional net income impact, no effect on equity. Write off has impact on net income, not on cash flow or EBIT. Reported in discontinued operations and therefore excluded from segment P&L reporting. EUR 15 million of impairment are attributable to minority shares. Initiated upon deconsolidation Indicative 09/30/2026 To be reported below EBIT as discontinued operations.
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REVENUE AND EBIT CONTRIBUTIONS FROM 10PRESENTATION OF RESULTS Q1-Q3 2026 DISCONTINUED OPERATIONS Period Revenue in EUR million EBIT in EUR million Q1–Q3 2026 Revenue and EBIT from discontinued operations: CIS & Tail Lifts combined 120.96 - 1.81 FY 2025 Revenue and EBIT from discontinued operations: CIS & Tail Lifts combined 174.43 2.16 FY 2024 Historic highs revenue and EBIT: CIS & Tail Lifts combined 224.60 24.37 PALFINGER | 10/28/26
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This image can be replaced by another one by using the image placeholder of this slide layout. SERVICE SALES & SEGMENT
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DIVERGENT MARKET DEVELOPMENTS 12PALFINGER | 10/28/26SEGMENT SALES & SERVICE | PRESENTATION OF RESULTS Q1-Q3 2026 ACROSS REGIONS EMEA − Stable market environment across Europe − Germany & Austria remain weak − Solid demand in Northern & Southern Europe NAM − Truck registrations show first signs of recovery − Record sales in Loader Cranes business supported among others by data center investments − Other product lines continue to face weak demand LATAM − Solid business performance across the region despite softer market conditions − Positive momentum from the mining sector APAC − No recovery signals from China − India remains most attractive market in the region MARINE − Continued strong market development for Marine and wind cranes as well as Cruise & Governmental Business − Decline in services due to Middle-East-Escalation CIS − No improvement in Russian market − Decision to strengthen ring- fencing leads to change in reporting (discontinued operations) and valuation
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SLIGHT INCREASE IN REVENUE AND ORDER BOOK, SERVICE 13PALFINGER | 10/28/26SEGMENT SALES & SERVICE | PRESENTATION OF RESULTS Q1-Q3 2026 In EUR million Q1-Q3 20251) Q1-Q3 2026 ∆ % External revenue 1,455.8 1,510.9 + 3.8% EBITDA 159.4 142.2 - 10.8% EBIT 143.4 118.6 - 17.3% EBIT margin 9.9% 7.9% – In EUR million Q1-Q3 2025 Q1-Q3 2026 ∆ % Order book 993.9 1,033.1 + 3.9% Service revenue share 19.1% 17.8% – 1) Prior-year figures adjusted in accordance with IFRS 5. Values without CIS. REVENUE SHARE IMPACTED BY WAR IN MIDDLE EAST
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This image can be replaced by another one by using the image placeholder of this slide layout. OPERATIONS SEGMENT
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This image can be replaced by another one by using the image placeholder of this slide layout. CAPACITY ADJUSTED TO 15PALFINGER | 10/28/26SEGMENT OPERATIONS| PRESENTATION OF RESULTS Q1-Q3 2026 REGIONAL MARKET DEVELOPMENTS UNDERUTILIZATION IN THE U.S. CAPACITY INCREASED IN EUROPE The plants in the European production network recorded slightly higher utilization, driven by Loader cranes and Marine cranes. Soft demand is leading to weak capacity utilization in the United States.
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16PALFINGER | 10/28/26SEGMENT OPERATIONS| PRESENTATION OF RESULTS Q1-Q3 2026 In EUR million Q1-Q3 20251) Q1-Q3 2026 ∆ % External revenue 99.9 105.2 + 5.3% EBITDA 47.7 53.7 + 12.6% EBIT 13.5 24.3 + 80.0% 1) Prior-year figures adjusted in accordance with IFRS 5. Values without CIS. PRODUCTION FOR THIRD PARTIES - SLIGHT RECOVERY AT A LOW LEVEL
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This image can be replaced by another one by using the image placeholder of this slide layout. OTHER SEGMENT NON REPORTABLE SEGMENTS
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KPIs ONLY REFLECT HOLDING DUE TO RE-CLASSIFICATION 18PALFINGER | 10/28/26SEGMENT OTHER NON REPORTABLE SEGMENTS | PRESENTATION OF RESULTS Q1-Q3 2026 OF TAIL LIFT BUSINESS In EUR million Q1-Q3 20251) Q1-Q3 2026 ∆ % External revenue 0.7 0.6 - 14.3% EBITDA - 13.7 - 5.6 + 59.1% EBIT - 29.0 - 22.3 + 23.1% 1)Prior-year figures adjusted in accordance with IFRS 5. Values without Tail Lifts.
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This image can be replaced by another one by using the image placeholder of this slide layout. GROUP PALFINGER
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DECISION TO STRENGTHEN RING-FENCING OF RUSSIAN OPERATIONS LEADS TO WRITE OFF AND CHANGE IN 20 EMEA 53.6% NAM 23.5% MARINE 14.0% LATAM 4.9% APAC 4.1% Revenue distribution by Region Q1-Q3 2026 PALFINGER | 10/28/26PALFINGER GROUP | PRESENTATION OF RESULTS Q1-Q3 2026 In EUR million Q1-Q3 20251) Q1-Q3 2026 ∆ % Revenue 1,556.3 1,616.7 + 3.9% EBITDA 194.0 190.4 - 1.9% EBIT (operating result) 128.2 120.7 - 5.8% EBIT margin 8.2% 7.5% – Consolidated net result 72.4 - 61.5 - 185.0% REPORTING (DISCONTINUED OPERATIONS) 1)Prior-year figures adjusted in accordance with IFRS 5. In accordance with IFRS, slight rounding differences possible. Values without CIS and Tail Lifts.
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1)Prior-year figures adjusted in accordance with IFRS 5. FCF TARGET >EUR 100 MILLION: STEEP RAMP UP IN Q4 21 In accordance with IFRS, slight rounding differences possible. PALFINGER | 10/28/26PALFINGER GROUP | PRESENTATION OF RESULTS Q1-Q3 2026 In EUR million 09/30/2025 09/30/2026 EBTDA1) 167.8 169.5 +/- non-cash income from at-equity companies1) - 6.2 0.3 +/- change in working capital - 38.6 - 47.6 +/- cash flow from tax payments - 21.9 - 20.9 Cash flow from operating activities 101.1 101.3 +/- cash flow from investing activities - 66.4 - 116.8 Cash flow after changes in working capital and investments 34.7 - 15.5 +/- cash flow from interest on borrowings adjusted for tax expenditure 19.3 17.2 Free cash flow 54.0 1.7 PLANNED AS IN PREVIOUS YEARS
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STRONG BALANCE SHEET: AROUND 40% EQUITY RATIO 22PALFINGER | 10/28/26PALFINGER GROUP | PRESENTATION OF RESULTS Q1-Q3 2026 In EUR million 09/30/2025 09/30/2026 Equity 884.7 815.4 Equity ratio 41.3% 39.5% Gearing 65.2% 69.6% Net debt/EBITDA1) 2.35 2.20 ROCE1)2) 8.1% 9.2% 1)Prior-year figures adjusted in accordance with IFRS 5. 2) ROCE = Ratio of NOPLAT and average capital employed (reporting date of previous year to reporting date of this year) In accordance with IFRS, slight rounding differences possible DESPITE WRITE OFF
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FURTHER IMPROVEMENT 23 OF NET FINANCIAL DEBT 1) Including EUR 71.9 million leasing liabilities according to IFRS 16 (09/ 2025: EUR 66.7 million) 2) Excluding foreign currency hedging costs. In accordance with IFRS, slight rounding differences possible. PALFINGER | 10/28/26PALFINGER GROUP | PRESENTATION OF RESULTS Q1-Q3 2026 In EUR million 09/30/2025 09/30/2026 Financial liabilities (FV)1) 650.4 614.3 Avg. interest debt2) 3.47% 3.89% Avg. remaining term debt 3.15 years 2.78 years Net financial debt 577.2 567.2
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This image can be replaced by another one by using the image placeholder of this slide layout. EUR 25 million in structural costs are to be saved in 2026, in order to keep structural cost stable in 2027 despite inflation and growth. The 2027 measures package has largely been defined, and implementation has already commenced. We will follow the same approach in 2027 and save another EUR 25 million to offset inflationary impacts in 2028. COMPREHENSIVE 24PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 EFFICIENCY PROGRAM ON THE WAY
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NEXTGPO INCREASES TRANSPARENCY FOR OUR 25 PALFINGER GROUP Established Markets Growth MarketsOperating Segments CIS TAIL LIFTS HOLDING Sales & Service OperationsOperating Segments Other non-reportable segments TODAY Effective as of 10/1/26 Other non-reportable segments TAIL LIFTS HOLDING EMEA NAM LATAM APAC MARINE CIS TAIL LIFTSRegions Tail Lifts will remain included in the Steering Logic until the transaction closes, which is expected in Q4 2026 or Q1 2027. CIS will likewise remain included in the new segmentation until it is deconsolidated. PRESENTATION OF RESULTS Q1-Q3 2026 PALFINGER | 10/28/26 INVESTORS THROUGH NEW SEGMENTATION
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This image can be replaced by another one by using the image placeholder of this slide layout. OUTLOOK
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This image can be replaced by another one by using the image placeholder of this slide layout. OUTLOOK PALFINGER expects for the full year revenue slightly above and EBIT slightly below previous year. Net income will be impacted by re-valuation of CIS and Tail Lifts. As the write offs regarding CIS and Tail Lifts do not have any cash impact, the Executive Board will submit a dividend proposal to the Supervisory Board. 27PRESENTATION OF RESULTS Q1-Q3 2026 PALFINGER | 10/28/26
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DISPOSAL OF TAIL LIFTS AND DECONSOLIDATIONOF CIS ADJUSTS REVENUE TARGET 2030 - 28 EUR 2.8 billion Revenue through organic growth 15% ROCE 12% EBIT margin #1 FOR CRANE AND LIFTING SOLUTIONS EBIT MARGIN AND ROCE TARGETS 2030 UNCHANGED PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026
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This images can be replaced by another one by using the image placeholder of this slide layout. LIFETIME
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APPENDIX
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FINANCIAL CALENDAR 31PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 2026 PLACE DATE Roadshow Milan Milan 11/04/2026 42. MKK – Münchner Kapitalmarkt Konferenz Munich 11/11/2026 RBI & Oddo BHF Warsaw 11/24/2026 Berenberg European Conference London 12/01/2026 Goldman Sachs Global Industrials Conference London 12/02/2026 Vienna Calling 2026 – Year-End Capital Market Summit Vienna 12/03/2026
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FOR EVERY CUSTOMER NEED WE HAVE A SOLUTION Loader Cranes Timber and Recycling Railway Systems Hookloaders Skiploaders Service Cranes Truck Mounted Forklifts Aerial Work Platforms Marine Cranes Offshore Cranes Wind Cranes Winches, Lifting and Handling Equipment Boats and Davits Digital Solutions Slipway Systems 32PALFINGER | 10/28/26PRESENTATION OF RESULTS Q1-Q3 2026 Tail Lifts
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RESILIENCE THROUGH PRESENTATION OF RESULTS Q1-Q3 2026 INDUSTRY DIVERSITY 18% INFRASTRUCTURE 14% MARINE 11% BUILDING CONSTRUCTION 11% TRANSPORT & LOGISTICS 11% PUBLIC SECTOR & RAILWAY 11% WASTE MANAGEMENT 9% FORESTRY 8% PRIVATE HOUSING 7% RENTAL More industries. More opportunities. 33PALFINGER | 10/28/26