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Global leader in performance materials empowering our customers’ energy-efficient solutions Zurich, August 26, 2026, at 09:00 AM CET Media and Analyst Conference Gurit H1 2026 Results Philippe Royer Viktor Bernhardt Chairman CEO
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Philippe Royer, Chairman of the Board of Directors Organizational Update
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Organizational Update & Leadership Continuity Source: Gurit 326/08/2026Gurit H1 2026 Presentation Viktor Bernhardt is promoted to Group CEO • Viktor has served as Group CFO since December 2025 and as Group CEO ad interim since July 23, 2026 • The search for a Group CFO will start immediately
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Viktor Bernhardt, CEO Business Update & Highlights
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H1 2026: Continuing Operations Grow 16% at Constant FX 11% Adjusted Operating Profit Margin Confirms Strategic Realignment Source: Gurit 526/08/2026Gurit H1 2026 Presentation Strong H1 2026 performance Strong performance with significant profitability improvement Net sales Group: CHF 153.9m (H1 2025: 164.7m) Net sales from continuing operations: CHF 152.4m (H1 2025: 139.6m) +16.0% at constant FX Significant profitability improvement vs. H1 2025 Portfolio transformation & multi-market strategy delivering results Strategic realignment benefits visible Full-year guidance raised Highlights: Adjusted operating profit margin: 11.0% (H1 2025: 5.7%) Free cash flow: CHF -0.1m (H1 2025: -13.2m) Net debt: CHF 59.2m (H1 2025: 79.3m)
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01 02 03 Growth Across all Three Business Units, Wind Materials Exceeds Expectations Source: Gurit Wind Materials (82.9m*) • +9.6% growth in continuing business at constant FX vs. PY • Leading OEMs increase onshore production and ramp-up offshore • Gurit benefits from LTAs and its global footprint * Net sales continuing business in CHF Manufacturing Solutions (23.9m*) • +69.3% growth at constant FX vs. PY • Increased customer activity particularly in India • Strong project execution • Order backlog and current customer demand confirms momentum for second half 2026 Marine & Industrial (45.7m*) • +9.2% growth at constant FX vs. PY • Marine markets still soft • Subsea expansion and diversification strategy drive growth • Increasing adoption of recycled PET foam solutions and broader industrial applications Strengthening our leading wind position Strong growth driven by India and solid project execution Subsea expansion and market diversification 626/08/2026Gurit H1 2026 Presentation
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Source: Gurit 726/08/2026Gurit H1 2026 Presentation Supply Chain Resilience Mitigated External Headwinds Raw material costs Freight costs Energy costs ? U.S. tariff environment • Procurement initiatives • Supply chain optimization • Commercial pass-throughs • Local sourcing & routing • Reliable supply chain and customer deliveries • No significant impacts External Headwinds Mitigation Actions Achievements
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Global leader in performance materials empowering our customers’ energy-efficient solutions Financial Performance H1 2026
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17.8 59.2 H1 2026 Key Facts 153.9 16.9 -0.1 11.0% 16% growth in continuing operations • Growth across all 3 Business Units • Multi-market strategy delivering results 11.0% adjusted operating profit margin • Up from 5.7% in H1 2025 Strategic realignment confirmed • Leaner cost base established • Operating efficiency enhanced • Improved profitability profile Strong foundation for future growth • Strengthened market positions • Diversified portfolio Net Sales (in mCHF) Operating Profit (in mCHF) Adjusted Operating Profit (in mCHF) Adjusted Operating Profit (in % of net sales) Free Cash Flow (in mCHF) Net Debt (in mCHF) -0.7% vs. H1 2025 9.3 in H1 2025 -13.2 in H1 2025 55.0 per 12.2025 5.7% in H1 2025 1) growth at constant exchange rates 1) 26/08/2026Gurit H1 2026 PresentationSource: Gurit -58.4 in H1 2025 9
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Strategic Realignment Drives Significant Margin Expansion 1026/08/2026Gurit H1 2026 Presentation 18.3%** H1 2025 24.1%** H1 2026 30.1 37.1 +23%164.7 153.9 H1 2025 H1 2026 -7% -1%* ** Net sales: CHF 152.4m in continuing operations +16% at constant FX Gross profit margin: 24.1%, up from 18.3% in H1 2025 Adjusted Operating Profit: CHF 16.9m / 11.0% of net sales (vs. CHF 9.3m / 5.7%) Net Sales Net Sales Continued Operations Gross Profit Adjusted Operating Profit 5.7%** H1 2025 11.0%** H1 2026 9.3 16.9 * growth at constant exchange rates ** in % of net sales in mCHF 44.60 45.70 15.20 23.90 80.0 H1 2025 82.9 H1 2026 139.60 152.40 +9% +16%* Wind Materials Marine & Industrial Manufacturing Solutions +69%* +9%* +10%* Source: Gurit
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Sustained Strong Performance – Further Margin Expansion H1 2026 vs. H2 2025 vs. H1 2025 139.7 9.3 25.0 Net Sales Adj. Op. Result 164.7 Net Sales (continued) Net Sales (discontinued) 153.9 16.7 Net Sales Adj. Op. Result 154.9 5.7%** 10.8%** H1 2025 H2 2025 152.4 16.9 Net Sales Adj. Op. Result 153.9 H1 2026 11.0%** in mCHF Source: Gurit 1126/08/2026Gurit H1 2026 Presentation * growth in continuing operations at constant exchange rates ** in % of net sales +2.3%*
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Free cash flowCAPEXTrade net working capital Free Cash Flow In Line With Expectations • Trade net working capital increased in 2026 mainly due to projects and seasonal related patterns • Reduction in H2 2026 expected • Investments are on planned levels containing primarily targeted projects to support capacity and efficiency enhancements • Better FCF thanks to profitability improvement • Free cash flow was adversely impacted by increase in trade net working capital, primarily driven by higher inventories • Improvement in H2 2026 expected in mCHF 93.3 72.9 83.1 73.8 62.0 67.2 12/22 12/23 12/24 06/25 12/25 06/26 +5.2 6.7 5.5 5.2 3.8 4.8 H1 22 H1 23 H1 24 H1 25 H1 26 +1.0 -19.3 6.5 1.0 -13.2 -0.1 H1 22 H1 23 H1 24 H1 25 H1 26 Source: Gurit 1226/08/2026Gurit H1 2026 Presentation -6.6
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Stronger Equity Base and Improved Leverage Profile Net Debt Equity Net Debt / EBITDA Net debt increased in 2026 following the deferred cash payment related to the acquisition of Fiberline Composite A/S; reduction expected in H2 2026. Strong Equity increase driven by robust H1 2026 profitability. Improved net debt / EBITDA ratio demonstrating the continued execution of Gurit’s deleveraging strategy. 63.4 62.7 79.3 55.0 59.2 06/24 12/24 06/25 12/25 06/26 +4.2 in mCHF 82.9 60.4 46.0 52.4 64.7 06/24 12/24 06/25 12/25 06/26 +12.3 12/24 06/25 12/25 06/26 2.5x 1.9x 1.6x 1.4x -0.2x Source: Gurit 1326/08/2026Gurit H1 2026 Presentation -20.1 +18.7 -0.5x
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Global leader in performance materials empowering our customers’ energy-efficient solutions Outlook 2026
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Guidance Source: Gurit 1526/08/2026Gurit H1 2026 Presentation Guidance for net sales growth from continuing operations at constant exchange rates raised to 9-11% (previously: mid-single-digit growth) Full-year adjusted operating profit margin increased to around 10% (previously: above 8.1%) Continued focus on disciplined execution, operational excellence and cash generation Ongoing monitoring of the geopolitical developments, supply chain risks, tariffs and FX
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Key Takeaways STRONG H1 2026 AND RAISED GUIDANCE Source: Gurit 1626/08/2026Gurit H1 2026 Presentation • Strong H1 2026 confirms the success of our strategic realignment • Multi-market strategy delivering tangible results • Continuity ensured following CEO transition • Full-year guidance raised • Focus on profitable growth
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End of Presentation Source: Gurit 1726/08/2026Gurit H1 2026 Presentation Thank you for joining us today! Upcoming date: › October 23: Q3 26 net sales media releaseTo join the Q&A, please use your dial-in credentials. Contact: investor@gurit.com +41 44 316 15 50
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Global leader in performance materials empowering our customers’ energy-efficient solutions www.gurit.com investor@gurit.com Thank you for your attention
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This presentation may include forward-looking statements that reflect the intentions, beliefs or current expectations and projections of Gurit Holding AG about the future Profits of operations, financial condition, liquidity, performance and similar circumstances. Such statements are made based on assumptions and expectations which may prove to be erroneous, although Gurit Holding AG believes them to be reasonable at this time. Disclaimer Source: Gurit 1926/08/2026Gurit H1 2026 Presentation