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W RESULTS Q2 2026 AUGUST 12TH 2026 world of wienerberger
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DISCLAIMER › The information contained in this document has not been independently verified and no representation or warranty expressed or implied is made as to, and no reliance should be placed on the fairness, accuracy, completeness or correctness of this information or opinions contained herein. › Certain statements contained in this document may be statements of future expectations and other forward-looking statements tha ta r e based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. › None of Wienerberger AG or any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its content or otherwise arising in connection with this document. › This document does not constitute an offer or invitation to purchase or subscribe for any securities and neither it nor any par t of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS 2
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INTRODUCTION 3 RESILIENT INFRASTRUCTURE AND RENOVATION ACTIVITIES COMPENSATE RESIDENTIAL MARKET WEAKNESS Infrastructure and renovation markets remained resilient and developed broadly in line with expectations. Activity in Continental Europe normalized after a weather-impacted first quarter. Decline in residential new-build markets particularly in the US, Canada and the UK remained substantially below expectations. Q2 revenues increased by 13% yoy to € 1.4 bn › 7% organic growth from volume and price › 6% contribution from recent acquisitions Operating Q2 EBITDA of € 230 mn was impacted by › approx. € 30 mn headwind from weaker residential markets › elevated cost inflation, mainly driven by logistics, energy and resin costs FINANCIAL PERFORMANCE MARKET DYNAMICS
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INTRODUCTION 4 STRATEGIC TRANSFORMATION ACCELERATES › The continued portfolio transformation away from cyclical residential new build is paying off › Infrastructure and renovation now contribute more than 60% of Group revenues, materially strengthening the resilience of the business model › Infrastructure-led Piping is the largest business, while acquisition-led growth in roofing and ceramic surfaces further strengthens renovation exposure › wienerberger is structurally more diversified, less cyclical and better positioned to navigate a delayed recovery in residential new build market New residential 40% Renovation & Infrastructure 60%
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INTRODUCTION 5 ITALCER: AN IMPORTANT MILESTONE IN THE TRANSFORMATION JOURNEY Renovation- led business Excellent strategic fit The acquisition was completed in April 2026 The entry into ceramic surfaces enhances the Group’s growth profile, profitability and sustainability positioning Italcer strengthens wienerberger’s exposure to attractive renovation-driven floor and wall applications The transaction provides a scalable platform for further value-creating growth and perfectly complements our strategic focus on the building envelope Italcer already made a meaningful contribution to Group performance in Q2 5 Scalable buy- and-build platform 5
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INTRODUCTION 6 NEWS GROUP: STRENGTHENING OUR POSITION IN WATER MANAGEMENT The acquisition was completed in April 2026 Leading provider of sustainable wastewater solutions in Sweden and the entire Nordic region Growing demand for sustainable, decentralized wastewater solutions as a result of aging infrastructure and new regulatory requirements Infrastructure modernization provides sustainable long-term growth opportunities Acquisition expands wienerberger’s exposure to the growing water management market 6 6 Infrastructure business Expanded exposure to water management markets Sustainable long-term growth opportunities
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INTRODUCTION 7 STRONG EXECUTION The weaker residential market environment represents an ~€ 100 mn EBITDA headwind in 2026 Pricing measures in Europe of ~4.5% by the end of June are reflected in the earnings (vs January 2026) Fit for Growth measures to amount to approx. €25 million in 2026 Strict capital allocation remains key priority, working capital management to result in net organic reduction by €50 million The balance sheet remains robust, supported by sound liquidity and stable financing costs Management is committed to a tangible deleveraging path within our framework for financial discipline 7
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Q2 2026 FINANCIALS
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FINANCIALS Q2 2026 – GROUP HIGHLIGHTS Q2 2026 Revenues € 1,409 mn (Q2 2025: € 1,247 mn | +13%) Solid set of results under difficult market conditions demonstrates the resilience of wienerberger‘s business model 9 Operating EBITDA € 230 mn (Q2 2025: € 253 mn | -9%) € Working Capital € 1,407 mn (30.06.2025: € 1,329 mn | +6%) Note: Rounding differences may arise from automatic processing of data 9
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88 77 Q2 2025 Organic Growth -2 FX Scope 1,409 Q2 2026 1,247 +13% RENOVATION AND INFRASTRUCTURE CONTINUE TO OUTPERFORM NEW RESIDENTIAL HOUSING FINANCIALS Q2 2026 – GROUP COMMENTS › Organic growth supported by renovation and infrastructure activities, ~ two third volume effect › New residential housing remains under pressure, with most pronounced weakness mainly in the United States, Canada and the UK › Scope effect of 6% driven by Italcer (May- June) Revenue Bridge in € mn +7% Note: External revenues // Rounding differences may arise from automatic processing of data +6% 10 0%
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253 23016 Q2 2025 -38 Organic Growth -1 FX Scope Q2 2026 -9% PRICING ACTIONS TAKEN START COVERING HIGHER COST INFLATION FINANCIALS Q2 2026 – GROUP Note: Rounding differences may arise from automatic processing of data Operating EBITDA Bridge in € mn COMMENTS › Strong cost inflation of ~7% driven by the Middle East conflict, with 10 mEUR attributable to wienerberger- specific energy inflation › Price increases implemented, with full effect to be visible in H2 2026 › Positive contribution from infrastructure and renovation activities › Scope effect driven by Italcer and News Group (May-June) -15% +8% 11 -1%
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ORGANIC WORKING CAPITAL REDUCTION IN INFLATIONARY ENVIRONMENT 12 FINANCIALS Q2 2026 – GROUP 107 30.06.2025 M&A impact -29 Organic WC reduction 30.06.2026 1,329 1,407 +6% Working Capital Bridge in € mn 12 Note: Rounding differences may arise from automatic processing of data
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Q2 2026 – OPERATING SEGMENTS Europe West Europe East North America FINANCIALS Q2 2026 – SEGMENTS 730 814 Q2 2025 Q2 2026 +11% 136 129 Q2 2025 Q2 2026 -5% in € mn Revenues Operating EBITDA in € mn 321 414 Q2 2025 Q2 2026 +29% 70 70 Q2 2025 Q2 2026 0% 196 181 Q2 2025 Q2 2026 -8% 47 30 Q2 2025 Q2 2026 -36% Note: including Holding allocation // Rounding differences may arise from automatic processing of data 13
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INFLATION CLIMBS IN Q2 AS MIDDLE EAST CONFLICT DISRUPTS COMMODITY MARKETS CONSUMED INFLATION – GROUP Note: Rounding differences may arise from automatic processing of data 14 +2% Q1 2026 +7% Q2 2026 +4% H1 2026 › Inflation broadly in line with expectations › Stable development of energy prices › Conflict escalation has not yet fully impacted inflation › Resin market with shortages and significant price increases › Gas prices surge impacting the unfixed volumes › Subsequent inflationary pressure on other commodities
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H1 2026
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FINANCIALS H1 2026 VOLUME AND PRICE EFFECT PER END MARKET GROUP VOLUME EFFECT EUROPE UK & NOAM NEW RESIDENTIAL +1% -12% -4% RENOVATION +4% -7% +2% INFRASTRUCTURE +4% -5% +1% TOTAL +2% -9% -1% Note: Rounding differences may arise from automatic processing of data GROUP PRICE EFFECT EUROPE UK & NOAM NEW RESIDENTIAL +1% +1% +1% RENOVATION +2% +1% +2% INFRASTRUCTURE +5% -8% +1% TOTAL +2% -1% +2% H1 2026 16
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22 84 H1 2025 Organic Growth -19 FX Scope H1 2026 2,346 2,434 +4% BRIDGES FOR THE FIRST HALF-YEAR FINANCIALS H1 2026 - GROUP Note: Rounding differences may arise from automatic processing of data Scope effect includes Italcer Group, News Group, MFP Ltd., Slatek and Veta France +1% -1% +4% 383 32618 H1 2025 -71 Organic Growth -4 FX Scope H1 2026 -15% Operating EBITDA Bridge in € mn -18% -1% +6%16.3% 13.4% Revenue Bridge in € mn 17
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H1 2026 – OPERATING SEGMENTS Europe West Europe East North America FINANCIALS H1 2026 – SEGMENTS 730 814 649 631 2025 2026 Q1 Q2 1,379 1,445 +5% 136 129 69 60 2025 2026 Q1 Q2 205 189 -8% in € mn Revenues Operating EBITDA in € mn 321 414 271 252 2025 2026 Q1 Q2 592 667 +13% 70 70 33 20 2025 2026 Q1 Q2 103 90 -13% 196 181 179 141 2025 2026 Q1 Q2 376 322 -14% 47 30 28 17 2025 2026 Q1 Q2 75 48 -36% Note: including Holding allocation // Rounding differences may arise from automatic processing of data 18
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FINANCIALS H1 2026 19 EBITDA adjustments in € mn H1 2026 H1 2025 EBITDA reported 256 378 One-offs +70 +4 Operating EBITDA 326 383 One-offs including: › € -47mn – USA Antitrust lawsuit › € -17mn – Restructuring measures › € -7mn – Acquisition costs related to M&As RECONCILIATION OF EBITDA ON GROUP LEVEL Note: Rounding differences may arise from automatic processing of data // FX effect based on average YTD FX rate changes, TRY on closing rates 19
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ANTI-TRUST CASE IN THE UNITED STATES FINANCIALS H1 2026 – GROUP Legal Settlements Jet Stream, a US-based subsidiary manufacturing plastic pipes and systems, has reached an agreement to settle an antitrust class action lawsuit filed in September 2024 in the United States District Court for the Northern District of Illinois against the Company and eleven other PVC manufacturers. The Company does not admit any wrongdoing and has agreed to the settlement to avoid the uncertainty, costs, as well as to reduce the distraction associated with ongoing litigation. Under the terms of the settlement, Jet Stream pays a total amount of USD 52.4 million.T h e settlement resolves all claims against Jet Stream in connection with this civil proceeding and eliminates any further financial exposure arising from this matter. 20
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21 BALANCE SHEET MANAGEMENT
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PROACTIVE BALANCE SHEET MANAGEMENT PLAN IN PLACE OUTLOOK 2026 Note: Rounding differences may arise from automatic processing of data Additional financing cost of € 10 mn in FY 2026 vs 2025 driven by M&A financing 3.8% 4.0% Stable weighted avg. interest rate in % 22 Leverage Ratio Net Debt / Operating EBITDA ~€ 400 mn cash-out and consolidation of M&As 12/2025 12/2026e 12/2027e 2.2x 2.8x 2.4x FY 2025 FY 2026e ~€ 180 mn acquisition of outstanding minorities Mid-term leverage ratio target of 2.0x
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23 OUTLOOK
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REVISED ASSUMPTIONS AFFECTED BY MIDDLE EAST CONFLICT OUTLOOK 2026 24 Flat to slightly growing infrastructure & renovation markets Weak new residential housing in key markets (UK, USA, CAN) Rising interest rate expectations dampen investment sentiment Increased inflationary pressure due to the Middle East conflict Q1: 2%, Q2: 7% Guidance update fully reflects anticipated impact of Middle East conflict BEFORE Flat infrastructure & renovation markets No structural recovery in residential construction, paired with flat markets and limited demand Stable long-term interest rates Inflation expected at ~2.5%, covered by price increases up to ~2% Impact of Middle East conflict not reflected due to high uncertainty Note: BEFORE outlook assumptions date to February this year UPDATE
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OUTLOOK 2026 25 STRONG EXECUTION Infrastructure & renovation activities as well as M&A to continue driving top-line growth The weaker residential market environment represents an ~€ 100 mn EBITDA headwind in 2026 Pricing measures in Europe of ~4.5% by the end of June are reflected in the earnings (vs January 2026) Fit for Growth measures to amount to approx. €25 million in 2026 25 Operating EBITDA Guidance 2026 € 700 mn Mid-term goal of Net Debt / EBITDA of 2.0x Strict capital allocation remains key priority, working capital management to result in net organic reduction by €50 million The balance sheet remains robust, supported by sound liquidity and stable financing costs Management is committed to a tangible deleveraging path within our framework for financial discipline Operating performance Balance sheet and capital allocation
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Q&A THANK YOU FOR YOUR ATTENTION. 26
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Follow us on LinkedIn!Financial Calendar and upcoming events in 2026 Date Event 09/02/2026 Corporate Conference 2026, Fr ankfurt / Commerzbank & ODDO BHF 09/09/2026 Autumn Conference 2026 , Paris / Kepler Cheuvreux 09/22/2026 Austrian Day, Munich / Erste Group / Baader Bank 09/29/2026 Building Materials & Construction Co nference 2026, London / Bank of America 11/12/2026 Results for the First Three Quarters of 2026 12/01/2026 European Conference, London / Berenberg CONTACT DETAILS investor@wienerberger.com | +43 1 60192 10221 | www.wienerberger.com | ISIN: AT0000831706 | ADR ISIN: US9676621074 27
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APPENDIX APPENDIX 28
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CONDENSED CONSOLI DATED I NCOME STATEMENT CONDENSED CONSOLIDATED INCOME STATEMENT APPENDIX Note: Rounding differences may arise from automatic processing of data in € mn 1-6/2026 1-6/2025 Revenues 2,434 2,346 Cost of goods sold -1,593 -1,498 Gross profit 841 849 Gross margin (in %) 34.5 36.2 Selling and administrative expenses -677 -648 Other operating income and expenses -104 -3 EBIT 60 198 Financial result -59 -47 Profit before tax 1 151 Income taxes -- 4 3 Profit after tax - 108 Earnings per share (in EUR) 0.00 0.97 Operating EBITDA 326 383 29
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CONDENSED CONSOLIDATED BALANCE SHEET CONDENSED CONSOLIDATED BALANCE SHEET Note: Rounding differences may arise from automatic processing of data APPENDIX in € mn 30.06.2026 % 31.12.2025 % Property, plant and equipment 3,060 44 2,902 47 Goodwill 747 11 593 10 Other intangible assets 465 7 465 8 Other non-current assets 176 3 170 3 Non-current assets 4,458 64 4,130 67 Cash and cash equivalents and other financial assets 212 3 281 5 Other current assets 2,307 33 1,730 28 Current assets 2,518 36 2,012 33 Total assets 6,977 100 6,142 100 Equity 2,749 39 2,802 46 Financial liabilities 1,975 28 1,582 26 Other liabilities 444 6 431 7 Non-current liabilities 2,420 35 2,013 33 Financial liabilities 639 9 336 5 Other liabilities 1,170 17 991 16 Current liabilities 1,808 26 1,327 22 Total equity and liabilities 6,977 100 6,142 100 30
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CONDENSED CONSOLI DATED STATEMENT OF CASH FLOWS CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS Note: Rounding differences may arise from automatic processing of data APPENDIX in € mn 1-6/2026 1-6/2025 Profit after tax - 108 Depreciation, amortization, and impairment of assets 196 181 Other adjustments -15 -17 Changes in working capital -368 -266 Changes in other net-current assets 79 22 Cash flows from operating activities -107 28 Maintenance capex -57 -46 Growth capex -40 -49 M&A capex -157 -24 Divestments and other 1 3 Cash flows from investing activities -253 -115 Net cash flows from financial liabilities and repayment of lease liabilities 390 81 Dividends paid and purchase of treasury shares -104 -106 Purchase of non-controlling interests - -29 Cash flows from financing activities 286 -55 31
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APPENDIX APPENDIX 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 3.0 3.1 3.3 3.5 3.4 4.0 5.0 4.2 4.5 4.6 10-YEAR OVERVIEW Revenue (in € bn) EBITDA reported (in € mn) 404 415 443 610 558 694 811 760 754 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Operating EBITDA (in € mn) 1,021 246 179 273 286 397 421 598 258 417 474 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Free Cash Flow (in € mn) 32
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3 YEAR OVERVIEW BY QUARTER APPENDIX Q1 2024 Q2 2024 Q3 2024 Q4 2024 FY 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 FY 2025 Q1 2026 Q2 2026 953 1,261 1,179 1,121 4,513 1,099 1,247 1,170 1,049 4,566 1,025 1,409 Revenue (in € mn) Operating EBITDA (in € mn) 115 285 202 158 130 253 202 169 97 230 Q1 2024 Q2 2024 Q3 2024 Q4 2024 FY 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 FY 2025 Q1 2026 Q2 2026 760 754 -151 99 226 243 417 -176 124 207 319 474 -286 83 Q1 2024 Q2 2024 Q3 2024 Q4 2024 FY 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 FY 2025 Q1 2026 Q2 2026 Free Cash Flow (in € mn) 33