Slides
Page 1
WelcomeBossard Strategy Day | October 29, 2025
Page 2
Agenda010203040506Profile & Strategy 200 Daniel Bossard Group CEOSales Engine Erica Wong VP Sales & MarketingOperations Engine Gaetano Pasta / Angie Ilic Program Manager Global ERP / Project Manager AISmart Factory Services Remo Gander VP Smart FactoryBreakFinancial Performance and M&A Stephan Zehnder Group CFOWrap-up and Q&A Daniel Bossard & Stephan Zehnder Group CEO / Group CFO
Page 3
© SIP-BB / Swiss Smart Factory SWITZERLAND INNOVATION PARK BIEL/BIENNE
Page 4
© SIP-BB / Swiss Smart Factory Six Innovation Parks across Switzerland 30.10.2025 4 GermanyFranceItalyAustria PARK BASEL AREA PARK BIEL/BIENNE PARK WEST EPFLPARK INNOVAARE PARK OSTPARK ZURICH
Page 5
© SIP-BB / Swiss Smart Factory Switzerland Innovation Park Biel/Bienne (SIPBB)Bring together, what belongs together 30.10.2025 5 ~ 50 empl.Industry tenants Big Players & SMEs~ 250 empl. Start-ups~ 100 empl. Transfer Center Education partners~ 100 empl. + Students 4 centers of excellence under one roof
Page 6
Swiss Smart Factory –Leading the way towards smart and sustainable manufacturing.
Page 7
© SIP-BB / Swiss Smart Factory Our Services1. INNOVATION HUB FOR INDUSTRY 4.02. PLATFORM «TEST BEFORE INVEST»We help you develop your next-generation of automation and digitalisation solutions via:Innosuisse ProjectsEU-ProjectsDirectThe Lighthouse Project Industry 4.0 includes:1’000 m2 of testing environment100+state-of-art technologies Proof-of-Concepts (PoC) of future manfucturing scenarios3. KNOWLEDGE TRANSFER & NETWORKINGThe Swiss Smart Factory Network represents:•80+partners worldwide•3000+visitor per year•8SSF signature events•20 workshops & training programs per year30.10.2025 7 Technology-Providers End-Users
Page 8
© SIP-BB / Swiss Smart Factory Innosuisse Research Project with Bossard 8 SmartKVPPromoting ideas, strengthening teamsUser-oriented, Gen-AI-powered platform for continuous improvement
Page 9
© SIP-BB / Swiss Smart Factory Our 88 Members(https://ssf.sipbb.ch/membership/our-members/)
Page 10
Visit the
Page 11
Profile & Strategy 200Daniel Bossard, Group CEO
Page 12
Bossard is a strategic partner forfastening technology andSmart Factory solutions toOEM customers globally.
Page 13
A startup with 194 years of experienceFACTS & FIGURES Founded 1831 Publicly listed 1987 SIX Swiss Exchange Family Business 7thGeneration 33Countries over 3,000 Employees 16 Quality and Testing Laboratories globally Geographic Sales Distribution58 %Europe 24 %America 18 %Asia/PacificTotal Turnover 2024 in CHF million986
Page 14
Resilience – global spread of customers and supply networkBOSSARD GROUP
Page 15
A selection of high-quality customersGROUP STRUCTURE
Page 16
Complexity of C-Parts ManagementBUSINESS OPPORTUNITY On average, 50 % of all partsare fastening elements or C-parts.This means complexity andhigh process costs!
Page 17
Total Cost Reduction - Focus on invisible costsBUSINESS OPPORTUNITY Visible Costs15%LogisticsInventoryDesignOrderingPre-assemblyComponentPriceQuality ControlAssemblyMaintenance & RepairSelectionInvisible Costs85%
Page 18
Proven Productivity - Solutions to increase customer competitivenessBUSINESS MODEL
Page 19
Strategic importanceSERVICES PurchasingProduction & LogisticsDesign & DevelopmentCustomer Entry LevelProduct SolutionsAssembly Technology +Product SolutionsSmart Factory +Product SolutionsOfferingAssembly Technology +Smart Factory +Product SolutionsC-Level Sales VolumeCustomer Value
Page 20
Smart Factory Logistics – installed smart devicesSERVICES1,100 customersCAGR 5.1 %489,696 350,000370,000390,000410,000430,000450,000470,000490,000 2020 2021 2022 2023 2024 Q3 2025# Smart Devices
Page 21
Smart Factory Assembly – installed stationsSERVICES258050100150200250300 2020 2021 2022 2023 2024 Q3 2025# Stations> 250 CustomersCAGR 132 %
Page 22
OverviewSTRATEGY 200Accelerated profitable and sustainable growth…… based on our proven business model… organically and through acquisitions… to achieve relevant market shares in our key markets… through 7 strategic initiatives
Page 23
Sales & EBIT margin developmentACCELERATED, PROFITABLE & SUSTAINABLE GROWTH 0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%8.0%9.0%10.0%11.0%12.0%13.0%14.0%15.0%16.0%0200’000400’000600’000800’0001’000’0001’200’0001’400’0002005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024Sales% EBIT Global PMI < 50 in CHF million
Page 24
OverviewSTRATEGY 200Accelerated profitable and sustainable growth…… based on our proven business model… organically and through acquisitions… to achieve relevant market shares in our key markets… through 7 strategic initiatives
Page 25
7 strategic initiativesSTRATEGYSALESENGINEONE BOSSARDTOGETHER, WECREATEOPERATIONSENGINECUSTOMERCENTRICITYINNOVATIONSUSTAINABILITY/ ESG… to Strategy 200!STRATEGICINITIATIVESFrom 2020 Strategy
Page 26
Together, we bring Proven Productivity&Sustainabilityto every manufacturing & assembly operation in the world.Winning Aspiration | Proven Productivity
Page 27
Efficiency in customer acquisition and pipeline conversionSALES ENGINE Focus on growth verticals (sunrise industries such as railway, robotics, semiconductor equipment & aerospace)Deep & wide(products & services, global)Strong shift towards digital lead generation & higher conversion ratesEmphasis on Smart Factory and automated, data-driven C-parts management solutions
Page 28
Efficiency in our operationsOPERATIONS ENGINEIntroduction of Microsoft D365 in 19 Business Units across the globe by mid of 2025 (38 % business coverage)…… India planned for H2 2025, 4 rollouts in Europe and Asia by end of 2026 (61 % business coverage)Technology to increase efficiencyEfficient supply chain(infrastructure, end-to-end processes, speed)
Page 29
Cutting edge service development (Smart Factory, automation)INNOVATIONSmart Factory driven serviceinnovation… C-parts management & TCO
Page 30
Global collaboration, people development & alignmentTOGETHER WE CREATEContinued focus on guiding principles & global collaboration… succession planning… talent & leadership development… alignment of goals & targets(global incentive structure)
Page 31
Reduced footprint, social responsibility & regulatory complianceSUSTAINABILITY Reduction of CO2footprint(50 % from 2023-2031)Compliance with suppliers’ code of conductCompliance with globalregulations (CSRD)
Page 32
Sales EngineErica Wong, VP Sales & Marketing
Page 33
Sales Engine Journey towards 2031 & beyond–driving sustainable Growth
Page 34
Strengthening partnerships – the Sales Engine enables us to turn high-quality leads into lasting customer relationships, driving share of wallet and long-term profitable growth.
Page 35
TOWARDS 2031 & BEYOND New user-friendly Website (optimized frontend)– Better Lead Generation and Conversion Resources Hub (streamline & consolidate fragmented to 1)– Efficiency Gains, Cost Savings, Visibility & ScalabilityEnd-to-End unified Sales Process & Structure (Watch List)– Predictable Pipeline & global ScalabilityMarketing, Sales, Product, and Services Teams collaborating through a unified Process (Silo to integrated)–Increase Share of Wallet (quantitative)Customer Satisfaction Index & Net Promoter Score Survey– Qualitative Feedback drives Performance Foundation
Page 36
WL4 WL3 WL2 WL1 SQLSales Qualified Lead MQLMarketing Qualified Lead LeadsMust WINMUST WINGet 1stOrder &< 10 % Share of WalletMUST GROW10 % to < 25 % Share of WalletMUST WATCH> 25 % Share of Wallet Customers Leads ProgressionInto Strategic Relationships & Partnerships GainHigher Sales of Wallet ProspectsEngagement StartsQualifying StagesBy MarketersBy Business DevelopmentBy Key Account ManagersTOWARDS 2031 & BEYONDFoundation
Page 37
Growth AccelerationTOWARDS 2031 & BEYOND1. From Tools to tangible Impact:Marketing BI (GLOW) – Gives Visibility from Lead Marketing Qualified Lead Sales Qualified Lead Watch List 4 Watch List 3 (get first Order)Funnel EfficiencyHigher ConversionPredictable PipelineSales BI (GAIN) – Gives Visibility from Watch List 4 – 3 – 2- 1 to get higher Share of WalletPrecise Customer SegmentationPrioritize must-win industriesAccelerate early Entry into high-growth Sunrise MarketsBoth BI drives measurable Conversion & Growth
Page 38
Growth AccelerationTOWARDS 2031 & BEYOND
Page 39
Funnel EfficiencyGrowth AccelerationTOWARDS 2031 & BEYOND
Page 40
TOWARDS 2031 & BEYONDGrowth Acceleration
Page 41
TOWARDS 2031 & BEYONDGrowth Acceleration Predictable Pipeline
Page 42
Growth AccelerationTOWARDS 2031 & BEYOND
Page 43
Growth AccelerationTOWARDS 2031 & BEYOND Insights into Impact
Page 44
Growth AccelerationTOWARDS 2031 & BEYOND2. Global 60 Program (G60) –to increase Share of Wallet of global Base across all 4 ContinentsStrategic PartnershipScalable Growth Consistent Synergies
Page 45
Growth AccelerationTOWARDS 2031 & BEYOND3. High Performance Sales Leadership Coaching Program –Scalable Sales Culture‒Preboarding– Every Sales Leaders to have 3 Years Growth Plan agreed‒Module 1 - From Insights to Impact‒ Sales BI 10 key Insights (quantitative) & Assessment‒ 5 high Performance qualitative Traits & Assessment‒Module 2 - Driving for Results‒Module 3 - Coaching & Support – global Scalability & build Consistency
Page 46
Growth AccelerationTOWARDS 2031 & BEYOND3. High Performance Sales Leadership Coaching Program –Scalable Sales Culture‒Preboarding– Every Sales Leaders to have 3 Years Growth Plan agreed‒Module 1 - From Insights to Impact‒ Sales BI 10 key Insights (quantitative) & Assessment‒ 5 high Performance qualitative Traits & Assessment‒Module 2 - Driving for Results‒Module 3 - Coaching & Support – global Scalability & build Consistency Coaching for Impact
Page 47
Sustainable GrowthTOWARDS 2031 & BEYOND Efficiency that convertsFrom top Funnel Conversion Sales ExecutionInsights that accelerateBI Dashboards that turn Data into GrowthLeaders that drive GrowthCoaching & Capability Building that embed a high-performance CultureVoice that guide GrowthCustomer Satisfaction & net Promoter Score into our Performance Cycle
Page 48
Operations EngineGaetano Pasta, Program Manager ERP | Angie Ilic, Project Manager AI
Page 49
BOOST and STR200 – Line of sightBOOST BOOST Program OutcomesBossard 200 - Strategic Outcomes One integrated SolutionGlobal Standard Business ProcessesSingle Business and Customer Data SourceOne BossardONE Company that acts, feels and behaves the same. Ideas and best Practices are shared globallyActionable Sales InsightsCentral Reporting and ForecastingGlobal Profitability ModelSales Engine Growing our BusinessCreating new OpportunitiesMeaningful Customer InsightsElectronic Data Interchange (EDI) with Partners Digital quote-to-cash ProcessGlobalized Supply Chain OperationsCentral Inventory ManagementAdvanced Supplier Relationship ManagementOperation EngineGlobal Supply Chain Excellence based on the Principles of Efficiency, Effectiveness, Speed, and AgilityCustomer Centricity Stronger Customer LoyaltyIncrease our Competitive Advantage
Page 50
Progress and Live UnitsBOOST BOOST Live UnitsBOOST Units - in Progress (completion target 2026) 5.5 years to engineer and rollout a full ERP solution suite in 19 countries and 23 locations across the globe Sales share in D365: 38 %Target by end of 2026: 61 %
Page 51
Quantitative Wins BOOST1. Resource scalability - broad availability of skilled Microsoft resources on the market2. Solution scalability to match our customers needs through cloud hosting with resourceful partners3. Process harmonization for quantifiable results and common data for global improvements4. Speed to market for globally available features that improve customer experience and create stickiness5. Offering integrated solutions to our customers based on industry standards6. Diversification and specialization options via Add-ons and Independent Software VendorsBOOST 16342 5 HarmonizationResourceCloud SolutionTime-to-marketIndustry standardAdd-ons
Page 52
Building the foundation for secure and scalable AI adoptionBOSSARD AI FRAMEWORK Global Setup & AwarenessAI council, developers and ambassadors drive adoption, while training builds skills and responsible use.Trust & ComplianceClear guardrails and data security ensure safe, scalable deployment.Customer ValueFaster, smarter responsiveness strengthens sales effectiveness and retention.Productivity & EfficiencyAutomating routine tasks frees up resources and improves margins.
Page 53
Document processing programBOSSARD AI TOOL Purchasing Orders, Invoices, Certificates, Drawings, Delivery Notes User sends mail with document to toolDocument processing program will classify the documentThe tool will extract & validate the dataUser can review the results and then send it to systems (ERP)Reducing manual workload and speeds up processes The Document Processing Program automates the extraction, classification, and validation of data from documents, enabling faster workflows, improved accuracy, and better decision-making.Potential use cases:Process
Page 54
IntroductionBOSSARD AI PLATFORM Why it mattersBossard leverages AI to increase productivity, accelerate customer engagement and build a scalable platform for profitable growth – all underpinned by trusted data security.Key FeaturesProductivity Gains: supports in daily tasks, generating content (reports, presentations...)Customer Impact: Faster and smarter interactions improve sales conversion and retentionScalability: Flexible architecture ensures reliable deployment worldwideTrust & Compliance: Built-in safeguards guarantee data protection and regulatory compliance Vision«The place to go for AI»
Page 55
Smart Factory ServicesRemo Gander, VP Smart Factory
Page 56
Empowering the factories of tomorrow -we simplifyand bring intelligenceinto operationsfrom supply chain, intralogistics to assembly, built on Proven Productivity. Smart Factory Global Leadership TeamOctober 2025
Page 57
Bossard Smart Factory Suite of OfferingsBOSSARD SMART FACTORY Smart DevicesPlug-and-play connected IIoTtools & services Transparent shopfloor data & reportings Dashboards & API Connectors External Logistics Internal Logistics Assembly Supply PlattformMaterial FlowAssembly FlowWork InstructionsOut-of-the-box modules with on site services S M A R TLogistics & Operational Services
Page 58
Market positioningWHY SMART FACTORY MATTERSPROFITABILITYPRICESERVICEPERFORMANCE/DIFFERENTIATIONPrice LeadershipService LeadershipWe will not be stuck in the middle. Smart Factory is our path to clear service leadership. Leads to longer CLT, higher ROCE Building services focusing around reducing complexity With a clear Industry focus onhigh mix / medium volume
Page 59
Smart Factory Services create strategic advantage
Page 60
Bossard’s Playground of value as a strategic advantageWHY SMART FACTORY MATTERSBossard’s playground of value Our competitor's playground1. Customer Stickiness Deeper integration across value chains, wide network and increasing customer lifetime value2. Cross-Selling EngineSmart Factory opens doors for other Bossard services and products3. Share of WalletRecurring revenues from different pockets4. New Customer AcquisitionDoor-opener for new accounts
Page 61
Customer SME Examples 2025WHY SMART FACTORY MATTERS Smart SupplyExample Smart AssemblyExample -Revenue before Smart Supply:5,700 CHF12× revenue increase -Revenue with Smart Supply:72,000 CHFReplicated the logistics concept in a new factory -Getting new business in Houston Smart Factory was the key enabler to win new business abroad -Won a customer with Smart Assembly:100,000 CHF projectScaled the concept across 4 additional EU and Asian factories -New factories didn’t have business with Bossard before -Opened cross-selling opportunities with Smart Supplyand ProductTotal 4 new customers -Smart Factory potential 700,000 CHF-Product potential 500,000 CHFSmart Factory gave us access to four new factories we couldn’t reach before
Page 62
Market OutlookWHY SMART FACTORY MATTERSThe globalSmart Factory market is expected to grow at > 10 % CAGR through 2030, driven by laborshortages, cost pressure, and digitalization trends. With Bossard’s proven productivity and scalablearchitecture, we are well positioned to capture share in this accelerating market.1. Strengthen Bossard’s position as a strategic Smart Factory partnerIncrease customer awareness and understanding of our Smart Factory capabilities and value2. Accelerate account-based sellingFocus on our ideal customer profiles with a more centralized, Smart Factory-led go-to-market model3. Modular, repeatable solutionsStand-alone Smart Factory service modules: fast to deploy, easy to connect, designed to scale
Page 63
Financial Performance & M&AStephan Zehnder, Group CFO
Page 64
… after a phase of investmentsMID-TERM FINANCIAL TARGETSSales:Organic sales growth target of > 5% Operating profit margin (EBIT):Target range of 12% - 15% Balance sheet:Equity ratio > 40%Dividend payout ratio:40% of net income
Page 65
PMI development 2020-2024BUSINESS ENVIRONMENT PandemicNormalizationSupply chain, destocking Normalization demand, recessionary tendenciesUS Tariffs Recovery, upswing Ukraine war, energy crisis Europe
Page 66
Sales & EBIT margin developmentSTRATEGY 200 Global PMI< 50 Main drivers of lower sales and EBIT margin development - Lower sales volume to due to economic environment - Strengthening of the Swiss Franc - Higher operational costs due to inflation, especially personnel costs - Additional costs related to the ERP Rollout (FTE and costs)- Higher IT costs due to more SaaS software solutions in CHF million 0%2%4%6%8%10%12%14%02004006008001’0001’2002020 2021 2022 2023 2024SalesEBIT margin 1,2001,000
Page 67
Net sales 2020-2024 STRATEGY 200 – KPI DASHBOARDCAGR 2020-2024Net sales 4.9%Net sales LC 7.5%Net sales CHF w/o M&A 3.0%Net sales LC w/o M&A 5.5%Local currency (LC): basis average exchange rates 2020+7.5%+5.5%+4.9%+3.0%in CHF million 7007508008509009501’0001’0501’1001’1501’2002020 2021 2022 2023 2024Net salesNet sales LCNet sales CHF w/o M&ANet sales LC w/o M&A 1,2001,1501,1001,0501,000
Page 68
6%7%8%9%10%11%12%13%14%15%16%17%0204060801001201401602020 2021 2022 2023 2024EBITEBIT Margin EBIT margin - target range 12 % - 15 % STRATEGY 200 – KPI DASHBOARDCAGR 2020-2024EBIT 3.7%EBIT LC 6.4%EBIT CHF w/o M&A -0.9%EBIT LC w/o M&A 1.7%Local Currency (LC): basis average exchange rates 2020in CHF million
Page 69
Solid capital structure BALANCE SHEETEquity ratioContinued solid balance sheet Equity ratio beyond the target of 40 percentCommitment to a stable capital structure to maintain capabilities: to actively act on operational tasks to invest when opportunities ariseto stay resilient when markets slow downin CHF million64177391080783532235038037339550.3%45.2%41.7%46.2%47.4%0%10%20%30%40%50%60%70%80% 01002003004005006007008009001’000 2020 2021 2022 2023 2024Total assetsShareholders' equityEquity ratio in % of total assets 1,000
Page 70
322.31.61.7346.0-146.3-98.5-41.16.6392.30.0100.0200.0300.0400.0500.0600.0700.0Change in Equity 2020-2024BALANCE SHEETEquity ratio50.3 %Equity ratio 47.4 %Main influencing drivers: Stable operating performance in a volatile market period Shareholder returns through dividend distributionTargeted M&A investments Currency translation effects due to the appreciation of the Swiss franc in CHF million
Page 71
40 percent payout of net income DIVIDEND POLICY 8.7312.5313.389.649.394.405.105.504.003.900%10%20%30%40%50%60% 0246810121416 2020 2021 2022 2023 2024EPSDividendPayout ratio The dividend policy of the Bossard Holding AG is profit oriented and based on a payout ratio of 40 % of the net income.The company is committed to dividend continuityTotal dividend payout of 146.3 million CHF in CHF Payout ratio
Page 72
M&Ais a tool to make Bossardbetter by acquiring Talent, Markets and new CapabilitiesM&A PROCESS AND ORGANIZATION - Two dimensions of our M&A strategy
Page 73
Ideal target – what we are looking forTWO DIMENSIONS OF OUR M&A STRATEGY Strategic fit to strengthen our position Shared value – culture matters, both sides believing in innovation, reliability and long-term partnershipReadiness to integrate to connect operationally, technologically and culturally
Page 74
Ideal target – what we are looking for TWO DIMENSIONS OF OUR M&A STRATEGY Build, borrow or buy Complement existing strength but also leverage know-how and capabilitiesCreating synergies to drive sustainable value
Page 75
Acquisitions 2020-2025M&A 2020Bossard Norway- Increase investment from60 % to 100 % 2022Penn Engineered FastenerCanada - Sales USD 25 million 2024Dejond Fastening Belgium - Sales EUR 15 millionAero NegoceFrance-Sales EUR 25 millionBossard is a global leading partner of intelligent solutions for industrial fastening technology 2021Jeveka B.V. Netherlands- Sales EUR 27 million 2023Bossard Irland - Increase investment from95 % to 100 % 2025Ferdinand Gross Germany - Sales EUR 80 millionTotal 157 million CHF in sales acquired
Page 76
Financial discipline remains the backbone of our strategyBOSSARD GROUPCAPITALALLOCATIONPRIORITIESInvest in organic growth and innovation – particularly in smart factory and digital supply chain solutionsPursue targeted acquisitions that accelerate strategic capabilitiesMaintain a solid balance sheet – ensuring flexibility and resilienceReturn value to shareholders – through sustainable dividends and prudent reinvestment
Page 77
Bossard - a strong, resilient and entrepreneurial investment caseBOSSARD123PROVEN AND SCALABLE BUSINESS MODEL- Advanced services and engineering expertise create customer stickiness- Strong market position in fragmented marketOPERATIONAL PERFORMANCE- High level of recurring revenue based on long-term partnerships with customers protects margins- Continuous investments to improve operational efficiencyDIVERSIFICATION- Diversified customer base in all major sectors - Global footprint with local operations ensures flexibility and resilience- Dual sourcing strategy456SOLID BALANCE SHEET- Goodwill from acquisitions offset against equity- Disciplined financing structure- Attractive dividend yieldSUSTAINABILITY EMBEDDED IN BUSINESS MODEL- Proven Productivity and smart solutions reduce resource use and emissions- ESG strategy drives long-term competitiveness and customer loyaltyOPPORTUNITIES FOR PROFITABLE GROWTH - Continued automation trend and global staff shortages - Focus on growth industries such as electromobility, electronics, robotics, railway and aerospace - Growth potential through M&A in a consolidating market
Page 78
Wrap-Up and Q&ADaniel Bossard, Group CEO | Stephan Zehnder, Group CFO
Page 79
Thank you!Bossard Strategy Day | October 29, 2025