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76 MOBIMO Presentation of 2026 half - year results 7 August 2026
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Das Geschäftsjahr 2024 im Überblick Immobilienportfolio und Pipeline Ausblick Geschäftsjahr 2025 Finanzzahlen Geschäftsjahr 2024 Overview of the first half of 2026 Key financial figures for the first half of 2026 Real estate portfolio and pipeline Outlook for the second half of 2026 Today’s agenda Presentation images: Ilot d’Ouchy, Lausanne – an architectural jewel in Mobimo’s portfolio. Built in 1895 on the shores of Lake Geneva, the buildings at Avenue d’Ouchy 70/76 and Place de la Navigation 2 have been renovated to an exemplary standard, bringing to life the full splendour of this unique part of Lausanne’s cultural heritage.
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| CHF 97.2 million Net income from revaluation Overview of the first half of 2026 7.8.2026 Presentation of 2026 half-year results Encouraging result supported by our strategic pillars Rental income increased CHF 74.2 million Income from rental of properties Development gains recorded CHF 19.5 million Net income from development projects and sale of trading properties Zurich, Office Tower High portfolio quality Oberägeri, Edenblick Solid balance sheet Profit above previous year 43.6% EPRA LTV 47.7% Equity ratio Lausen, Scholer site Figures as at 30 June 2026. CHF 126.8 million Profit 3
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Overview of the 2024 financial year Real estate portfolio and pipeline Outlook for the 2025 financial year Key financial figures for the 2024 financial year Overview of the first half of 2026 Key financial figures for the first half of 2026 Real estate portfolio and pipeline Outlook for the second half of 2026
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| 7.8.2026 Presentation of 2026 half-year results 5 Rental income up due to completions and acquisitions in previous year Key financial figures for the first half of 2026 Development of income from rental of properties CHF million H1 2025 H1 2026 72.6 1.5 1.1 -0.4-0.6 74.2 Acquisitions Completions Developments Δ in rental income in existing portfolio › Overall, income from rental of properties increased by CHF 1.6 million (2.2%) year on year, driven by the completion of Lausen (Q4 2025), letting successes and the EMWE portfolio. › Net rental income increased by 2.7% year on year to CHF 64.2 million due to a lower expense ratio. › EPRA like-for-like rental growth: 0.0%. › Occupancy of the 126 apartments in the Hofhaus and Hallenhaus in Aarau’s Aeschbachquartier at the beginning of August and letting successes in the Office Tower will have a positive effect on rental income growth in the second half of the year.
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| 7.8.2026 Presentation of 2026 half-year results 6 Vacancy rate is set to fall in the second half of the year Key financial figures for the first half of 2026 Total 4.1Geschäft 6.1 Residential 1.1 Vacancy rate by area Vacancy rate investment properties Total 4.3 Residential 1.1 Vacancy rate by area Vacancy rate investment properties › Vacancy rate for investment properties slightly higher at 4.3% (31 December 2025: 4.1%), but now expected to be around 4% at year-end. › Residential portfolio, including ancillary space, essentially fully let with a vacancy rate of 1.1% (31 December 2025: 1.1%). › The vacancy rate in the commercial portfolio increased to 6.4% due to the reclassification of the Zurich, Hardturmstrasse 3/3a/3b (Office Tower) property as an investment property (31 December 2025: 6.1%). › Recent letting successes in the Office Tower will have a positive effect on vacancies from 1 July 2026. Development of investment property vacancy rate % Further details on the regional development can be found on page 40 of the appendix. Commercial 6.1 31 December 2025 30 June 2026 Commercial 6.4
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| Key financial figures for the first half of 2026 7.8.2026 Presentation of 2026 half-year results 7 Value-adding development activities are reflected in the valuation result 24.0 43.6 53.8 121.4 -13.6 -2.7 -7.9 -24.2 Commercial Residential Development and investment properties under construction TotalTotal › CHF 97.2 million net income from revaluation (previous year: CHF 71.6 million). › Net revaluation gain of CHF 51.4 million in the portfolio of existing properties; resulting from a net revaluation gain of CHF 41.0 million in the residential portfolio and a net revaluation gain of CHF 10.4 million in the commercial portfolio. › The net revaluation gain from properties under development and investment properties under construction amounted to CHF 45.9 million, illustrating our operational performance, particularly for the Zurich, Thurgauerstrasse 23; Siewerdtstrasse 25 and Aarau, Aeschbachweg 7−29 (Hofhaus) and Aarau, Aeschbachweg 5 (Hallenhaus) projects. Distribution of net income from revaluation CHF million Valuation gains Valuation losses
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| Key financial figures for the first half of 2026 5.4 -20.5 66.5 51.4 7.8.2026 Presentation of 2026 half-year results 8 Sustained momentum in the transaction market is positive for valuations › Adjustment of discount and capitalisation rates with the greatest impact on valuations. › Yield compression observed in the transaction market led to a 5 bps reduction in discount and capitalisation rates across almost the entire investment portfolio. › Average discount rate1: 3.76% (31 December 2025: 3.83%) › Average capitalisation rate2:: 2.76% (31 December 2025: 2.83%) › Gross yield from investment properties: 4.1% (31 December 2025: 4.2%) Breakdown of factors influencing the net income from revaluation of commercial and residential properties CHF million 1 Capital-weighted; nominal - in relation to the overall portfolio 2 Capital-weighted; real - in relation to the overall portfolio. Change in rent and vacancies Change in expenses for rented properties and future investments Change in discount/ capitalisation rates Total net change in value
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| Key financial figures for the first half of 2026 › Pleasing sales successes and projects progressing according to plan across all ongoing condominium projects. › Oberägeri, Edenblick project completed and all apartments handed over to the owners. › All apartments at Köniz, Papillonallee have now been sold. › No significant contribution to results from the development business for third-party investors. 7.8.2026 Presentation of 2026 half-year results 9 Development and sales result remaining at a high level 24.6 19.5 H1 2025 H1 2026 Net income from development projects and sale of trading properties CHF million -21.0% Apartments total 31.12.2025 30.6.2026 Δ Köniz, Niederwangen, Papillonallee 65 62 65 +3 Merlischachen, Chappelmatt-Strasse (Burgmatt) 79 50 68 +18 Lausanne, Avenue de Beaumont 19 13 17 +4 Apartments notarised H1 2026
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| Key financial figures for the first half of 2026 7.8.2026 Presentation of 2026 half-year results 10 Cost development in line with expectations › Slightly higher personnel expenses due to small increase in full-time equivalents to 171.1 FTE (previous year: 164.4). › Development of the financial result stable overall as the early reversal of an interest rate swap resulted in additional financial expense of CHF 2.1 million in the previous year. › Interest expenses CHF 2.4 million higher than in the previous year, primarily due to the increase in interest-bearing liabilities in the second half of 2025. › Higher income tax expense, driven primarily by higher profit. Personnel expenses CHF million H1 2025 H1 2026 14.5 15.2 Operating and administrative expenses CHF million Financial result (expense) CHF million H1 2025 H1 2026 13.0 13.0 Income tax expense CHF million H1 2025 H1 2026 22.9 28.0 H1 2025 H1 2026 5.3 5.4 +4.8% +1.5% +22.0% -0.1%
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| 7.8.2026 Presentation of 2026 half-year results 11 Increase in profit and income from the investment portfolio Key financial figures for the first half of 2026 › EBIT of CHF 166.4 million, significantly higher than in the previous year (CHF 144.5 million); excluding revaluation at CHF 69.2 million (previous year: CHF 73.0 million); driven by higher gains from revaluation and encouraging development results. › EPRA earnings of CHF 39.5 million up on the previous year (CHF 35.7 million) due to higher rental income and net rental income. › FFO per share of CHF 6.69 was lower than in the previous year (CHF 8.09) due to the lower result from development projects and sale of trading properties and higher interest expense, also including a greater seasonal impact from interest payments on the bonds. An additional effect resulted from a higher number of shares outstanding than in the previous year. H1 2025 H1 2026 73.0 excluding revaluation EPRA earnings CHF million FFO I per share CHF EBIT CHF million Earnings per share CHF H1 2025 H1 2026 8.09 6.69 -17.3% 144.5 69.2 excluding revaluation H1 2025 H1 2026 7.10 15.13 6.44 17.03 +15.1% 166.4 +12.6% H1 2025 H1 2026 35.7 39.5 +10.6%
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| Key financial figures for the first half of 2026 7.8.2026 Presentation of 2026 half-year results 12 Financial basis remains very solid › Equity ratio remains strong at 47.7% (31 December 2025: 47.4%). › Return on equity excluding revaluation stood at 4.6%1 (31 December 2025: 5.6%). › NAV per share (diluted) CHF 289.54 (previous year: CHF 269.88). › EPRA NTA per share CHF 317.04 (previous year: CHF 297.39). › Average remaining maturity of interest- bearing liabilities as at 30 June 2026 was slightly higher than at 31 December 2025 due to the refinancing activities carried out. 1 On an annualised basis. Average interest rate % 31.12.2025 30.6.2026 As at reporting date Period Equity CHF million Interest-bearing liabilities CHF million 31.12.2025 30.6.2026 2,106.7 +2.4% 2,157.0 31.12.2025 30.6.2026 1,941.0 +0.3% 1,946.3 1.441.401.371.35 +5 bps Average remaining maturity of interest-bearing liabilities in years 31.12.2025 30.6.2026 4.8 4.6 +0.2 years Target range 7 4
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| Key financial figures for the first half of 2026 7.8.2026 Presentation of 2026 half-year results 13 Balanced and predictable financing 1 Based on nominal amounts; 2 Data as at 30 June 2026; 3 Target value according to Mobimo investment guidelines. 43.6% EPRA LTV2 31 December 2025: 44.1% Target: 40-50%3 Interest coverage ratio2 31 December 2025: 6.3x Target: > 2.0x3 5.0x Maturity profile as at 30 June 20261 Unencumbered asset coverage ratio2 31 December 2025: 1.7x 1.8x 140 229 250 190 150 178 138 191 7 180 Kommittierte Kreditlinien 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Später Bonds / Private Placements Ø effective interest rate of maturities Total maturities (CHF million) 175 (unused) Mortgages 0.9% 0.6% 1.5% 1.6% Green Bonds 0.4% 1.8% 2.1% 1.7% 2.0% 1.6% 2.2% 291 Committed credit lines Later
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Overview of the 2024 financial year Real estate portfolio and pipeline Outlook for the 2025 financial year Key financial figures for the 2024 financial year Overview of the first half of 2026 Key financial figures for the first half of 2026 Real estate portfolio and pipeline Outlook for the second half of 2026
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| 7.8.2026 Presentation of 2026 half-year results 15 High-quality investment portfolio provides a strong foundation Real estate portfolio and pipeline 4.1 4.2 4.1 4.0 4.2 Low High 111 Existing properties 1 Source: Jones Lang LaSalle AG (JLL) as at 30 June 2026; further details on the assessment criteria can be found on p. 44 in the appendix. 2,400 Apartments 323 k m2 Commercial space 4.1% Gross yield 4.3% Vacancy rate 3.8 4.2 3.7 3.7 3.6 Low High Mobimo residential properties Mobimo commercial properties Key figures Zurich, Labitzke Lausanne, HorizonLausanne, Quartier du Flon Kriens, MattenhofZurich, Mobimo Tower Hotel Zurich, Manegg Aarau, Aeschbachquartier Lausanne, Rue Beau-Séjour Macro location Micro location Overall building condition Standard Usability 1 5 JLL quality assessment1 Macro location Micro location Overall building condition Standard Usability 1 5 JLL quality assessment1
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| 7.8.2026 Presentation of 2026 half-year results 16 Investment properties under construction as foundation for growth Real estate portfolio and pipeline Usage Project Planned completion date Project volume (rounded) Target rental income (incremental1) Current occupancy status 1 Potential incremental rental income compared to the 2025 financial year. Residential 2 new buildings/ 126 apartments Q2 2026 CHF 67 million CHF 3.4 million (3.4) › 122 apartments let. › 1 apartment reserved. Aarau Aeschbachweg 5/7−29 (Hofhaus and Hallenhaus) Residential Conversion of production buildings for 122 apartments and commercial spaces. Q2 2028 CHF 71 million CHF 2.7 million (2.7) Planned start of letting activities in 2028. Aarau Industriestrasse 28 (Nordbau) Oberengstringen Zürcherstrasse 1A/1B/3/5 Zurich Thurgauerstrasse 23; Siewerdtstrasse 25 Residential Complete renovation of building with 26 apartments. Q2 2028 CHF 24 million CHF 0.7 million (0.3) Renovation work carried out while occupied. Residential Demolition of existing commercial property and construction of 69 new apartments and 8 commercial units. Q3 2028 CHF 52 million CHF 2.6 million (1.6) Planned start of letting activities late 2027/early 2028. Certification
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| Real estate portfolio and pipeline 7.8.2026 Presentation of 2026 half-year results 17 Implementation of EMWE projects proceeding according to plan 1 Potential incremental rental income compared to the 2025 financial year. Zurich Berninastrasse 56 Kloten Lindenstrasse 15; Bahnhofstrasse 13 Zurich Tulpenstrasse 5 Usage Project Planned completion date Project volume (rounded) Target rental income (incremental1) Current occupancy status Residential New building / 16 apartments Q4 2026 CHF 19 million CHF 0.5 million (0.5) Residential/commercial New building / 36 apartments and 800m2 of office and commercial space Q2 2027 CHF 38 million CHF 1.2 million (1.2) Letting activities for commercial properties started; residential planned for 2027. Residential New building / 58 apartments Q4 2027 CHF 63 million CHF 1.8 million (1.8) Planned start of letting activities in 2027. Certification
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| Usage Usage Kloten, Lindenstrasse 15; Bahnhofstrasse 13 res/com Zurich, Tulpenstrasse 5 res Geneva, Rue Chandieu 5 Lausanne, Place de la Gare 10; Ch. de Mornex 3; Rue du Petit-Ch. 36/38 2030 2031 Under construction: Total project volume including land: CHF 380 million / market value: CHF 345 million 2027 Aarau, Industriestrasse 28, Nordbau Aarau, Aeschbachweg 5/7−29, Hof- und Hallenhaus Zurich, Berninastrasse 56 Lausanne, Avenue d'Ouchy 70/76; Place de la Navigation 2 res 2029 2028 res/com Lausanne, Rue des Côtes-de-Montbenon 8/10/12 res res Biel/Bienne, Zentralstrasse 42 Geneva, Rue du 31 Décembre 35 com Zurich, Gertrud-Kurz-Strasse, Längsbau (Neutor Oerlikon (former RAD site)) Oberengstringen, Zürcherstrasse 1A/1B/3/5 Zurich, Thurgauerstrasse 23; Siewerdtstrasse 25 Planning phase: Total project volume including land: CHF 800 million 1 / market value: CHF 270 million res res 2026 2027 2028 res Zurich, Gertrud-Kurz-Strasse, Stufenbau (Neutor Oerlikon (former RAD site)) com com Wangen-Brüttisellen, Torfmatt (former Erni site), stage 23 res/com Lausanne, Avenues d'Ouchy 4−62 res res res/com res com Geneva, Rue Schaub 3 Wangen-Brüttisellen, Torfmatt (former Erni site), stage 1 Geneva, Rue de Cordiers 5 res res 20267.8.2026 Presentation of 2026 half-year results 18 Sustainable value creation through developments for own portfolio Real estate portfolio and pipeline Delays in the approval and realisation process may result in deviations from the schedule. 1 Projects in planning include plots owned by Mobimo or with secured purchase rights ; 2 Completion is scheduled for 2035; 3 Realisation is scheduled for 2035 - 2037. Further details on the pipeline for own investment portfolio can be found on page 46 in the appendix. Significant changes compared with 31 December 2025 2035 onwards
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| 2026 2027 2028 2029 2030 Lausen, Hauptrasse 56/58/58a–e Zurich, Hardturmstrasse 3/3a/3b (Office Tower) Lausanne, Avenue d'Ouchy 70/76; Place de la Navigation 2 Aarau, Aeschbachweg 5/7–29 (Hof- und Hallenhaus) Zurich, Berninastrasse 56 Kloten, Lindenstrasse 15; Bahnhofstrasse 13 Zurich, Tulpenstrasse 5 Aarau, Industriestrasse 28, Nordbau Oberengstringen, Zürcherstrasse 1A/1B/3/5 Zurich, Thurgauerstrasse 23; Siewerdtstrasse 25 Lausanne, Place de la Gare 10; Ch. de Mornex 3; Rue du Petit-Chêne 36/38 Lausanne, Rue des Côtes-de-Montbenon 8/10/12 7.8.2026 Presentation of 2026 half-year results 19 Substantial growth in rental income ahead Real estate portfolio and pipeline Expected changes in rental income resulting from the most relevant projects for own portfolio Net increase in target rental income resulting from the most relevant projects CHF million Changes in rental income vs. previous year -+ ca. CHF 17 million additional target rental income Σ decreases ca. CHF 6 million Σ increases ca. CHF 23 million ca. 3 ca. 2 ca. 3 ca. 4 ca. 5 of which realised in H1 2026: approx. CHF 1 million
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| 7.8.2026 Presentation of 2026 half-year results 20 Our condominium projects meet the needs of the market Real estate portfolio and pipeline Project Planned completion date Expected sales proceeds (rounded) Current commercialisation status as at 30 June 2026 Project status › 2 buildings with 65 apartments covered by building law Q4 2026 CHF 46 million Construction on schedule. Köniz Niederwangen, Papillonallee › Timber construction with 19 apartments Q1 2027 CHF 34 million › 17 notarisations Construction on schedule. Lausanne Avenue de Beaumont 76 › 14 buildings with 79 apartments Q1 2027 CHF 133 million › 62 notarisations › 8 reservations On schedule. 9 apartments already handed over to buyers. Merlischachen Chappelmatt-Strasse (Burgmatt) › 3 buildings with 14 apartments Q4 2028 CHF 24 million › 6 reservations Valid construction permit obtained. Construction start planned for Q3 2026. Arlesheim Bruggweg 60 Certification
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| Lausanne, Chemin de la Fauvette 62 Wangen-Brüttisellen, Torfmatt (former Erni site) stage 1 Meggen, Neuggweg 73 20272026 Arlesheim, Bruggweg 60 Maur, Dorfacherstrasse Lausanne, Chemin de Montétan 11; Avenue de France 66 Merlischachen, Chappelmatt-Strasse (Burgmatt) Lausanne, Avenue de Beaumont 76 Köniz, Niederwangen, Papillonallee 2026 2027 Under construction: Total project volume including land: CHF 165 million / carrying amount: CHF 12 million Planning phase: Total project volume including land: CHF 570 million 1 / carrying amount: CHF 227 million 20312028 2029 2030 Lausanne, Avenue Marc-Dufour 152 Dielsdorf, Krummibuckweg 2–12, Schwändistrasse 5 Zurich, Birchstrasse 149, Riegelbau (Neutor Oerlikon (former RAD site)) Uster, Brauereistrasse4 Wangen-Brüttisellen, Torfmatt (former Erni site) stage 257.8.2026 Presentation of 2026 half-year results 21 Steady profit contribution from condominium projects Real estate portfolio and pipeline Delays in the approval and realisation process may result in deviations from the schedule. 1 Projects in planning include plots of land owned by Mobimo or with secured purchase rights ; 2 Transfer to the investment portfolio planned for 2026; 3 Completion is scheduled for 2032; 4 Completion is scheduled for 2033; 5 Realisation is scheduled for 2035 - 2037. Significant changes compared with 31 December 2025 Further details on the pipeline for own investment portfolio can be found on page 47 in the appendix. 2035 onwards
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| Real estate portfolio and pipeline 7.8.2026 Presentation of 2026 half-year results 22 Attractive projects for third parties in development › Conversion of part of the RAD industrial site in Zurich Oerlikon into a residential complex with rental apartments and condominiums. › “Development for Third Parties” section: approx. 40 apartments. approx. CHF 40 million Submission of building application planned for 2026. From 2027 Project Current project status Planned date of sale › The former Geiser industrial site right next to Langenthal railway station is to be converted into a vibrant district in several stages. › First stage: 93 apartments and 423 m2 of commercial space. › approx. CHF 190 million (all stages). › of which first stage approx. CHF 50 million. › Building application for first stage submitted in 2026. › Planning for second stage started in 2026. First stage in 2027/28 Zurich Gertrud-Kurz-Strasse (Annexbau, Neutor Oerlikon (formerly RAD site)) Langenthal Kühlhausstrasse 8 (Geiser site) Project volume Certification
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Overview of the 2024 financial year Real estate portfolio and pipeline Outlook for the 2025 financial year Key financial figures for the 2024 financial year Overview of the first half of 2026 Key financial figures for the first half of 2026 Real estate portfolio and pipeline Outlook for the second half of 2026
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| 7.8.2026 Presentation of 2026 half-year results 24 On track to meet or exceed the stated targets Outlook for the second half of 2026 Income from rental of properties approx. 3% growth Net income from development projects and sale of trading properties approx. CHF 25 million Vacancy rate Total portfolio approx. 4.5% Dividend Attractive on a sustainable level Guidance February 2026 Sustainability Progress for Scope 3 emissions First half of 2026 +2.2% vs. first half of 2025 4.3% CHF 19.5 million Guidance update August 2026 approx. 3% growth around 4.0% > CHF 25 million✓ ✓ Sustainably attractive On track✓ Construction projects comply with limits in accordance with Minergie (-ECO)
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| 7.8.2026 Presentation of 2026 half-year results 25 Your contacts Daniel Ducrey CEO Jörg Brunner CFO Tel: +41 44 397 11 97 Email: ir@mobimo.ch Mobimo Management AG Stefan Feller Head of Financing & IR @mobimoimmo Web: https://www.mobimo.ch/en/investors
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| 7.8.2026 Presentation of 2026 half-year results 26 Financial calendar 12 February 2027 Publication of 2026 annual results Planned roadshows and investor conference participation in the second-half of 20261 1 Plan as at the beginning of August 2026; subject to change. 31 March 2027 27th General Meeting Date Event / Location Organiser 17 August Roadshow, Zurich ZKB 19 August Virtual roadshow Van Lanschot Kempen 4 November Swiss Real Estate Conference, Zurich ZKB
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| 7.8.2026 Presentation of 2026 half-year results 27 Disclaimer The financial data as well as the other information presented herein constitute selected information. The information in this presentation does not constitute an offer or invitation and may not be construed as a recommendation by us to purchase, hold or sell shares of Mobimo Holding AG. This document is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, including, but not limited to, the United States of America, its territories and possessions, Canada, Japan or Australia. By accessing this document, you represent and warrant that you are not a U.S. Person (as defined in Regulation S under the U.S. Securities Act of 1933) and are not accessing it from within any of the aforementioned jurisdictions, and that you will not distribute or forward it to such persons or into such jurisdictions. This document may contain certain “forward-looking” statements. By their nature, forward-looking statements involve risk and uncertainty because they relate to future events and circumstances. Actual outcomes and results may differ materially from any outcomes or results expressed or implied by such forward-looking statements. Mobimo Holding AG assumes no obligation to update or revise any forward-looking statements as a result of new information, future events or otherwise, except as required by applicable law or stock exchange regulation. As a result of rounding, the sums and totals of individual positions may be larger or smaller than the sums and totals arrived at by adding the positions together, or larger or smaller than 100%. The “Definition of Alternative Performance Measures” document, available at www.mobimo.ch > Investors > Investor services > Glossary, includes definitions of key indicators that are not defined under IFRS, EPRA, SIA (Swiss Society of Engineers and Architects) standard D 2013, Corporate Governance Best Practice Recommendations or other standards.
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APPENDIX
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| Presentation of 2026 half-year results 29 › Real estate market Switzerland pages 30 - 33 › Financial key figures pages 34 - 37 › Real estate portfolio and pipeline pages 38 - 47 › Sustainability update pages 48 - 50 › Mobimo on the capital market pages 51 - 52 7.8.2026 Appendix contents
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| 7.8.2026 Presentation of 2026 half-year results 30 Structural excess demand in the Swiss residential market APPENDIX – Swiss real estate market Immigration slowing on a high level Sources: 1 Swiss Federal Statistic Office (BFS), Swiss Federal Housing Office (BWO); 2 Swiss Federal Statistic Office (BFS); estimate 2026/27 by Cantonal Bank of Zurich (ZKB); 3 Swiss Federal Housing Office (BWO); estimate 2025-27 by Cantonal Bank of Zurich (ZKB); 4 Swiss builder’s association (SBV); 5 Cantonal Bank of Zurich (ZKB). Insufficient supply of housing space 0.0 0.3 0.6 0.9 1.2 1.5 1.8 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Zurich (City and agglomeration) Geneva (City and agglomeration) Switzerland 10,000 30,000 50,000 70,000 90,000 110,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 estimated annual need Newly built apartments p.a.3 Construction activity is only slowly picking up… 90 95 100 105 110 2021 2022 2023 2024 2025 2026 2027 Swiss construction index (residential construction); Q1 2023 = 1004Annual net immigration2 0 200 400 600 Switzerland Zurich (Canton) Zurich (City) Geneva (Canton) +134% Days between building application and building permit (median)5 +136% +76% +67% Approval period (2022) Development since 2010 … constrained by lengthy approval processes Low and falling vacancy rates Residential vacancy rates in %1 10,000 20,000 30,000 40,000 50,000 60,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
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| 7.8.2026 Presentation of 2026 half-year results 31 High demand for apartments reflected in rising asking rents APPENDIX – Real estate market Switzerland Development of in-place rents 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% Sep-11 Sep-12 Sep-13 Sep-14 Sep-15 Sep-16 Sep-17 Sep-18 Sep-19 Sep-20 Sep-21 Sep-22 Sep-23 Sep-24 Sep-25 Sep-26 1.50% › Adjustments linked to “Swiss reference interest rate”, which is based on the average interest rate of all outstanding mortgages. › After two increases in 2023/24, rate was reduced by 0.25% in March and September 2025. › Tenants can claim a rent reduction of 2.9% for each 0.25% cut. › No reduction in case the yield on property is below permissible threshold. Development of asking rents › Guidance for renting newly built apartments. › When changing tenants, rent is normally adjusted by approx. 10% if below market. Development of asking rents (homegate.ch index)1 Development of in-place rents (ZKB Altbestandesmietindex)2 Swiss reference interest rate3 Average mortgage interest rate3 Widening gap between in-place and asking rents Source: 1 Swiss Market Place Group (homegate.ch); 2 Cantonal Bank of Zurich (ZKB); 3 Swiss Federal Housing Office (BWO). Indexed; 2009 = 100 95 100 105 110 115 120 125 130 135 140 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
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| 36% 47% 61% 65% 65% 69% 74% 77% 7.8.2026 Presentation of 2026 half-year results 32 Swiss residential property market in a very stable condition APPENDIX – Real estate market Switzerland Home ownership rate amongst the lowest in Europe1 1 Data for UK: gov.uk; Switzerland: Swiss Federal Office for Housing (BWO); all other countries: Eurostat (2025 data); 2 Wüest Partner; 3 Swiss Federal Statistical Office. Residential property prices are on a stable long-term upward trend Transaction price index for mid-price segment2 Year 2000 = 100 80 130 180 230 280 2000 2005 2010 2015 2020 2026 Owner-occupied apartments Single-family houses 60 70 80 90 100 110 2000 2005 2010 2015 2020 2026 Construction costs relatively stable recently at an elevated level Swiss Construction Price Index for new-build multi-family houses Year 2025 = 100
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| 7.8.2026 Presentation of 2026 half-year results 33 APPENDIX – Real estate market Switzerland 1 Source: Jones Lang LaSalle AG (JLL), (CH5 = 5 largest office markets Zurich, Geneva, Berne, Lausanne and Basel); 2 JLL; growth in % of office stock; 3 Source: Swiss Economic Institute; 4 State Secretariat for Economic Affairs (SECO). +0.9% +1.3% -0.1% +0.4% +0.9% 0% 2% 3% 5% 6% 8% 9% CH5 Ø Zurich Geneva Lausanne EU22 Ø 2019 2025 Moderate office availability rate…1 …and low construction activity in the coming years2 -26% -71% +15% +8% 0% 1% 2% 3% CH5 Ø Zurich Geneva Lausanne Construction activity 2019-2024 Construction pipeline 2025-2027 Stable conditions in the Swiss office market -4% -2% 0% 2% 4% 6% 8% 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Real GDP growth Economic growth is expected to pick up again in 20273 0% 1% 2% 3% 4% 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Unemployment rate Healthy employment situation4
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| Presentation of 2026 half-year results 347.8.2026 Key income statement figures – 5-year overview APPENDIX – Financial key figures CHF million HY 2022 HY 2023 HY 2024 HY 2025 HY 2026 Δ y-o-y % Net rental income 60.0 64.4 62.5 62.5 64.2 +2.7 Net income from development projects and sale of trading properties 3.8 9.0 12.9 24.6 19.5 -21.0 Net income from revaluation 31.5 -9.3 22.0 71.6 97.2 +35.8 Net income from disposal of investment properties 0.0 0.7 -0.1 -0.0 0.0 nmf Personnel, operating and administrative expenses1 -16.0 -16.4 -16.5 -17.0 -17.4 +2.2 EBIT 81.4 50.8 83.3 144.5 166.4 +15.1 EBIT excluding revaluation 49.8 60.1 61.3 73.0 69.2 -5.2 Financial result -7.8 -9.5 -7.5 -13.0 -13.0 +0.2 Income tax expense -11.5 -8.6 -11.4 -22.9 -28.0 +22.0 Profit 63.5 34.3 65.6 109.7 126.8 +15.5 Profit excluding revaluation 39.1 43.1 47.8 51.5 47.9 -6.9 1 Capitalised own-account services are netted against personnel, operating and administrative expenses in the figures presented he re.
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| Presentation of 2026 half-year results 357.8.2026 Share data 31.12.2022 31.12.2023 31.12.2024 31.12.2025 30.6.2026 Δ % Shares outstanding (number) 7,252,377 7,251,459 7,250,973 7,443,433 7,444,382 +0.0 Share price on reporting date (CHF) 236.00 261.00 293.00 366.00 347.50 -5.1 Market capitalisation (CHF million) 1,711.6 1,892.6 2,124.5 2,724.3 2,586.9 -5.0 NAV per share (CHF) 262.64 257.58 264.49 283.03 289.74 +2.4 NAV per share, diluted (CHF) 262.64 257.58 264.49 282.92 289.54 +2.3 EPRA NTA per share (CHF) 284.39 280.26 292.38 309.21 317.04 +2.5 APPENDIX – Financial key figures HY 2022 HY 2023 HY 2024 HY 2025 HY 2026 Δ % Earnings per share (CHF) 9.22 4.72 9.04 15.13 17.03 +12.6 Diluted earning per share (CHF) 9.22 4.72 9.04 15.13 17.02 +12.5 Earnings per share excl. revaluation (CHF) 5.68 5.94 6.59 7.10 6.44 -9.3 Diluted earnings per share excl. revaluation (CHF) 5.68 5.94 6.59 7.10 6.43 -9.4
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| 7.8.2026 Presentation of 2026 half-year results 36 Calculation of funds from operations (FFO) per share APPENDIX – Financial key figures 36 › Since 31 December 2025, FFO takes into account deferred taxes on changes in temporary differences related to the profit from the sale of trading properties, where the current income taxes on such sales are only incurred at a later date. Figures for the previous year have been adjusted accordingly. › The non-operating non-recurring effects from early termination of an interest rate swap are not taken into account in the calculation of FFO in the previous year. TCHF HY 2025 HY 2026 Operating result (EBIT) 144,548 166,406 + Depreciation and amortisation 997 807 + Amortisation of lease incentives 1,273 1,246 – Effect of rental income recognition on a straight-line basis -23 -50 – Net income from revaluation -71,589 -97,208 + Net income from disposal of investment properties 41 0 – Change in net defined benefit assets -15 -45 – Repayment of lease liabilities -48 -48 – Interest paid -12,103 -16,093 + Dividends received 1,120 0 + Interest received 107 45 – Current taxes excluding property sales -4,634 -2,878 – Deferred taxes from sale of trading properties in TCHF -980 -2,404 = FFO I 58,694 49,779 – Net income from disposal of investment properties -41 0 + Current taxes from property sales 6 0 = FFO II 58,659 49,779 Average number of outstanding shares 7,254,029 7,444,106 FFO I per share in CHF 8.09 6.69 FFO II per share in CHF 8.09 6.69
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| 85.0 90.8 89.3 2024 2025 HY 2026 7.8.2026 Presentation of 2026 half-year results 37 Details of interest-bearing liabilities APPENDIX – Financial key figures 1 Mortgages from banks 2 Mortgages from institutional lenders 3 Bonds and Private Placements 42.2 44.1 43.6 2024 2025 HY 2026 Development of EPRA LTV (in %) Development of net gearing (in %) 5.6x 6.3x 5.0x 2024 2025 HY 2026 Development of interest coverage ratio min. 2.0x1 Financing mix as at 30 June 20262 Additional key debt figures as at 30 June 2026 Current credit ratings Rating Outlook UBS Switzerland AG BBB stable Zürcher Kantonalbank BBB stable fedafin AG Baa stable 1 Target value according to Mobimo investment guidelines; 2 Based on nominal amounts; 3 According to EPRA methodology; 4 EBITDA last 12 months not including revaluations. 40-50%1 Secured CHF 764 million (39%) 1,180568 196 1 2 3 Unsecured CHF 1,180 million (61%) 31.12.2025 30.6.2026 Secured loan to value3 16.7% 16.9% Unencumbered asset coverage ratio 1 1.7x 1.8x Net debt3 / adjusted EBITDA4 12.6x 13.0x
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| 4.7 2.6 1.91.51.3 88.0 21.9 1.4 1.7 4.7 2.1 3.3 7.8 12.2 16.7 12.6 15.6 0% 5% 10% 15% 20% 25% Q3 2036 and later Q3 2035 - Q2 2036 Q3 2034 - Q2 2035 Q3 2033 - Q2 2034 Q3 2032 - Q2 2033 Q3 2031 - Q2 2032 Q3 2030 - Q2 2031 Q3 2029 - Q2 2030 Q3 2028 - Q2 2029 Q3 2027 - Q2 2028 Q3 2026 - Q2 2027 High income stability due to maturity structure of fixed rental agreements APPENDIX – Real estate portfolio and pipeline 7.8.2026 Presentation of 2026 half-year results 38 31.12.2025 30.6.2026 Ø Residual maturity of rental agreements 6.3 years 5.9 years Maturity profile of fixed-term rental agreements1,2 % 1 As at 30 June 2026; 2 Without residential leases. 6 1 SV Group 2 Senevita AG 3 Swisscom Group 4 Galderma SA 5 Swiss Post 6 Other tenants Shares of the five biggest tenants1 % 1 2 3 4 5 6
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| 7.8.2026 Presentation of 2026 half-year results 39 Well-balanced portfolio mix thanks to continuous growth APPENDIX – Real estate portfolio and pipeline Rental income for investment properties by type of use4 % 1 Residential 2 Office 3 Hotels/catering 4 Industry 5 Retail 6 Other use5 40.5 28.5 8.5 6.0 5.8 10.7 1 Development properties (trading) Development properties (investments) Investment properties Total portfolio value Residential Commercial 1,843 (43%) 1,611 (37%) 4,305 (100%) 3,454 (80%) -2%p2 545 (13%) 306 (7%) 851 (20%) +2%p2 Total value of the real estate portfolio CHF million 3 4 5 6 1 3 1 Including owner-occupied properties, excluding owner-occupied tenant improvements and excluding right -of-use assets. 2 Change in the share of the total portfolio compared with 31.12.2025. 3 Excluding right-of-use assets. 4 Breakdown of target rental income by type of use (investment properties). 5 Other use mainly comprises car parks and ancillary uses. 2
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| Market region Portfolio share1 Vacancy rate Change y-o-y Zurich 48.1% 5.5% Lake Geneva 32.4% 3.1% North-western Switzerland 9.3% 3.8% Central Switzerland 7.6% 0.1% Eastern Switzerland 1.6% 17.8% Western Switzerland 0.8% 0.0% Berne 0.2% 0.0% APPENDIX – Real estate portfolio and pipeline 7.8.2026 Presentation of 2026 half-year results 40 Office Tower affects vacancy rate in Zurich Regional vacancy rate as at 30 June 2026 1 Based on market value as at 30 June 2026.
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| Zurich › Number of properties: 32 › Target rental income: CHF 62.2 million › Vacancy rate: 5.5% › Rentable area: 222,036m2 Presentation of 2026 half-year results 417.8.2026 Investment properties in central locations Market value in CHF million1 APPENDIX – Real estate portfolio and pipeline 1 As at 30 June 2026. Eastern Switzerland › Number of properties: 5 › Target rental income: CHF 3.5 million › Vacancy rate: 17.8% › Rentable area: 15,605m2 North-western Switzerland › Number of properties: 11 › Target rental income: CHF 13.5 million › Vacancy rate: 3.8% › Rentable area: 56,385m2 Western Switzerland › Number of properties: 2 › Target rental income: CHF 0.9 million › Vacancy rate: 0.0% › Rentable area: 5,949m2 Lake Geneva › Number of properties: 53 › Target rental income: CHF 49.9 million › Vacancy rate: 3.1% › Rentable area: 172,202m2 Berne › Number of properties: 1 › Target rental income: CHF 0.5 million › Vacancy rate: 0.0% › Rentable area: 2,231m2 Central Switzerland › Number of properties: 8 › Target rental income: CHF 13.3 million › Vacancy rate: 0.1% › Rentable area: 47,048m2 X
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| Presentation of 2026 half-year results 427.8.2026 Portfolio snapshot – most valuable residential properties Highlights of residential portfolio1 › 46 residential investment properties. › Fair value of CHF 1,843 million. › CHF 57.3 million target rental income, implying a gross rental yield of 3.1%. › 2,247 rental apartments. › Low vacancy rate of 1.1%. Zurich Labitzke Hohlstrasse 481−485b; Albulastrasse 34−40 212 Zurich Manegg Allmendstrasse 90/92/94/96/98/100/102/104 Urdorf In der Fadmatt 1−63; Uitikonerstrasse 22/24 Lausanne Petit Mont-Riond Rue Voltaire 2−12 Zurich Letzigraben 134−136 171 Lausanne Ilot du Centre Rue Beau−Séjour 8c−e Regensdorf Sonnenhof Schulstrasse 95/97/99/101/103/105 Zurich Tiergarten Talwiesenstrasse 123 Fair value as at 30 June 2026 (CHF million). 116 99 89 79 73 81 X 1 As at 30 June 2026. APPENDIX – Real estate portfolio and pipeline
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| Presentation of 2026 half-year results 437.8.2026 Portfolio snapshot – most valuable commercial properties Highlights of commercial portfolio2 › 65 commercial investment properties. › Fair value of CHF 1,602 million. › CHF 85.0 million target rental income, implying a gross rental yield of 5.3%. › Total 326,910 m2 rentable area. › Vacancy rate of 6.4%. Zurich Mobimo Tower Turbinenstrasse 20 103 Kriens Am Mattenhof 16/16a Affoltern am Albis Obstgartenstrasse 9; Alte Obfelderstrasse 27/29 Kriens Am Mattenhof 12/141 Lausanne Horizon Avenue d’Ouchy 4−6 48 Zurich Friesenbergstrasse 75 Horgen Seehallen Seestrasse 93 Zurich Office Tower Hardturmstrasse 3/3a/3b Fair value as at 30 June 2026 (CHF million).X 82 81 76 62 56 74 1 With partly residential use; 2 As at 30 June 2026. APPENDIX – Real estate portfolio and pipeline
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| Presentation of 2026 half-year results 447.8.2026 High-quality investment properties in all respects Assessment criteria Macro location General quality of the location, transport links in the region, purchasing power of the population and tax attractiveness. Location quality encompasses infrastructural advantages. With regard to transport links, the assessment considers connections to public transport, major roads and motorways. The purchasing power of the regional population and the tax attractiveness are indicators of the location’s economic potential. Micro location The micro location refers to the immediate surroundings of the property. Among other things, this includes an assessment of the public and private transport links as well as the quality of the location for residential or commercial use. Having good connections to both public and private transport makes the location more attractive and improves the quality of life for residents and the accessibility for employees. The quality of the location for residential or commercial use includes the quality of the property’s immediate surroundings. Factors such as the neighbourhood and the availability of shops, restaurants, green spaces, schools or other educational institutions play an important role in this respect. Overall building condition The assessment of the building’s overall condition takes into account the condition of various components and aspects such as the roof, façade, windows, heat generation and distribution, sanitary facilities, electrical systems and other building technology. This assessment mainly serves to identify potential maintenance requirements, but also to document any modernisations already carried out. It is reviewed during regular inspections. Standard The assessment of the standard relates to the fit-out standard of the residential or commercial spaces as well as the current rental prices (contract rents). The fit-out standard includes the quality of the materials used, the kitchen and bathroom fittings, the flooring, the lighting and other structural elements. The contract rents are analysed to determine where rental prices stand in relation to the market and whether there is any scope to increase them. Usability Usability is assessed on the basis of the rentability of the spaces and the current rental prices (contract rents). The rentability of the spaces depends on factors such as location, size, fit-out and space flexibility, which all influence the attractiveness to potential tenants. Source: Jones Lang LaSalle AG (JLL); properties weighted according to carrying value as at 30 June 2026. Macro location Micro location Overall building condition Standard Usability 4.1 4.2 4.1 4.0 4.2 Low High 1 5 Macro location Micro location Overall building condition Standard Usability 3.8 4.2 3.7 3.7 3.6 JLL quality assessment of Mobimo residential portfolio JLL quality assessment of Mobimo commercial portfolio APPENDIX – Real estate portfolio and pipeline
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| Presentation of 2026 half-year results 457.8.2026 Extensive and well-diversified development portfolio APPENDIX – Real estate portfolio and pipeline 1 As at 30 June 2026. Zurich › Number of projects: 16 › Developments for own portfolio: 51.9% › Developments for third parties: 5.0% › Development of condominiums: 43.1% North-western Switzerland › Number of projects: 3 › Developments for own portfolio: CHF 85.7% › Development of condominiums: 14.3% Lake Geneva › Number of projects: 12 › Developments for own portfolio: CHF 83.3% › Development of condominiums: 16.7% Berne › Number of projects: 3 › Developments for own portfolio: CHF 5.7% › Development for third parties: 78.1% › Development of condominiums: 16.2% Central Switzerland › Number of projects: 2 › Development of condominiums: 100.0% Planned investment volume in CHF million1X
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| Presentation of 2026 half-year results 467.8.2026 Details of the development pipeline for own portfolio Projects under construction Projects in planning phase2 Delays in the approval and realisation process may result in deviations from the schedule. 1 Potential incremental rental income compared to the 2025 financial year; 2 Projects in planning include plots owned by Mobimo or with secured purchase rights; 3 Carrying amount of the entire site is shown under trading properties; 4 Completion is scheduled for 2035; 5 Realisation is scheduled for 2035-2037. APPENDIX – Real estate portfolio and pipeline Usage Site area in m 2 Total rentable area in m 2 Project volume CHF million Fair value CHF million Remaining investment CHF million Target (incremental 1) rental income CHF million Lausanne, Avenue d'Ouchy 70/76; Place de la Navigation 2 res/com 1,710 5,376 45 50.0 1 1.7 (1.1) Aarau, Aeschbachweg 5/7−29 (Hof- und Hallenhaus) res 6,719 10,441 67 102.3 6 3.4 (3.4) Zürich, Berninastrasse 56 res 565 1,048 19 20.2 3 0.5 (0.5) Structural work completed; property fully let. Kloten, Lindenstrasse 15; Bahnhofstrasse 13 res/com 1,614 3,148 38 26.3 15 1.2 (1.2) Structural work is in progress. Zürich, Tulpenstrasse 5 res 2,624 3,804 63 50.1 22 1.8 (1.8) Civil engineering work is in progress. Aarau, Industriestrasse 28, Nordbau res 3,880 8,395 71 33.4 43 2.7 (2.7) Partial demolition in 2026; structural work in progress. Oberengstringen, Zürcherstrasse 1A/1B/3/5 res 2,469 2,283 24 17.4 8 0.7 (0.3) Construction commenced in Q2 2026. 380 131 14.6 (12.7) Usage Site area in m 2 Project volume CHF million Fair value CHF million Remaining investment CHF million Target (incremental) rental income CHF million Geneva, Rue Chandieu 5 res 315 21 13.6 Lausanne, Place de la Gare 10; Ch. de Mornex 3; Rue du Petit-Ch. 36/38 com 3,341 166 86.6 Lausanne, Rue des Côtes-de-Montbenon 8/10/12 com 1,582 32 12.9 Biel/Bienne, Zentralstrasse 42 com 487 14 7.4 Geneva, Rue du 31 Décembre 35 res 290 19 7.7 Zürich, Gertrud-Kurz-Strasse, Längsbau (Neutor Oerlikon (former RAD site)) res 4,524 64 32.2 Zürich, Gertrud-Kurz-Strasse, Stufenbau (Neutor Oerlikon (former RAD site)) res 1,895 29 15.2 Genf, Rue Schaub 3 res 439 21 7.6 Wangen-Brüttisellen, Torfmatt (former Erni site) stage 13 res/com 4,683 88 n/a Geneva, Rue du Cordiers 5 res 1,157 32 25.2 Lausanne, Avenue d’Ouchy 4−64 com 9,287 295 61.1 800 419 31 (21) 45.2 Construction phase Expected construction phase 33 2.6 (1.6) Last commercial tenants will vacate the building in mid-2026. Project status as at 30 June 2026 2026 2027 2028 res/comWangen-Brüttisellen, Torfmatt (former Erni site) stage 23,5 n/a19847 Zürich, Thurgauerstrasse 23; Siewerdtstrasse 25 res 2031 Renovations completed. Property is fully let. Tenants moving in in August. Property almost fully let. 2026 2,651 6,458 52 2027 2028 2029 2030
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| Presentation of 2026 half-year results 477.8.2026 Details of pipeline of condominium projects APPENDIX – Real estate portfolio and pipeline Projects in planning phase1 Projects under construction Delays in the approval and realisation process may result in deviations from the schedule. 1 Projects in planning include plots owned by Mobimo or with secured purchase rights; 2 Transfer to investment portfolio planned for 2026; 3 Completion scheduled for 2034; 4 Completion scheduled for 2033; 5 Realisation is scheduled for 2035-2037. Number of units Site area in m 2 Project volume CHF million Carrying amount CHF million Remaining investment CHF million Expected sales proceeds CHF million Köniz, Niederwangen, Papillonallee 65 6,850 39 - 6.9 46 Lausanne, Avenue de Beaumont 76 19 2,190 27 2.2 6.3 34 165 32.8 212 Number of units Site area in m 2 Project volume CHF million Carrying amount CHF million Remaining investment CHF million Expected sales proceeds CHF million Arlesheim, Bruggweg 60 14 3,855 23 8.8 Maur, Dorfacherstrasse 21 5,033 38 13.6 Lausanne, Chemin de Montétan 11; Avenue de France 66 28 1,406 30 13.4 Lausanne, Avenue Marc-Dufour 152 48 1,618 55 29.4 Dielsdorf, Krummibuckweg 2−12; Schwändistrasse 5 44 8,269 41 21.2 Zurich, Birchstrasse 149, Riegelbau (Neutor Oerlikon (former RAD site)) 26 2,169 37 15.3 Lausanne, Chemin de la Fauvette 62 12 2,570 15 6.4 Wangen-Brütisellen, Torfmatt (former Erni site) stage 1 111 5,889 88 43.1 Meggen, Neueggweg 73 77 11,992 117 52.5 Uster, Brauereistrasse4 69 5,335 80 23.4 570 343 650 Wangen-Brütisellen, Torfmatt (former Erni site) stage 25 61 471,900 n/a Merlischachen, Chappelmatt-Strasse (Burgmatt) Expected construction phase 13379 15,515 99 19.59.7 2031 2029 2028 2027 2026 2030 Construction phase2026 2027
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| Oberägeri, Edenblick › A lake water heating network that utilises Lake Ägeri to provide a sustainable supply of heating and cooling. › Transferred to and operated by Energie Ägerital AG. › PV installation with a capacity of 60 kWp, expected annual output of approx. 53,000 kWh. › Electromobility infrastructure. 7.8.2026 Presentation of 2026 half-year results 48 Sustainability embedded in our construction activities APPENDIX – Sustainability update Grey emissions / Scope 3 / circular economy Aarau, Hof- und Hallenhaus › Implementation of Minergie ECO guidelines on material ecology, indoor climate and energy efficiency. › Connection to the local district network providing heating and cooling. › Significant minimisation of grey energy and CO2 by retaining part of the existing industrial structure (Hall 5 as base) and new timber construction. › PV installation with a capacity of 311 kWp, expected annual output of approx. 275,000 kWh. Aarau, Nordbau › Implementation of Minergie ECO guidelines on material ecology, indoor climate and energy efficiency. › Connection to the local district network providing heating and cooling. › Clear strategy to reduce emissions over the entire life cycle by combining existing materials, recycled concrete, Minergie-ECO and PV installation. › PV installation with a capacity of 153 kWp, expected annual output of approx. 143,000 kWh. Entwicklung & Verkauf Erfolg aus Promotionen CHF XXX Mio. +X.X% Renewable energies Merlischachen, Burgmatt › Air-to-water heat pump. › PV installation with a capacity of 163 kWp, expected annual output of approx. 155,000 kWh. › Electromobility infrastructure.
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| 7.8.2026 Presentation of 2026 half-year results Sustainability anchored in the business activities at all levels APPENDIX – Sustainability 4,390 -7.9% CO₂ emissions Tonnes CO2 emissions (Scope 1 - 3.13) 2024: 4,768 53 +6% Investment properties with certification % of ECS 2024: 50 109.7 -1.9% Energy intensity kWh/m2 ECS (Scope 1 - 3.13) 2024: 111.9 2,088 +82.0% Produced PV power MWh/a 2024: 1,147 MWh/a 7.7 -1.7% Emissions intensity kg CO2eq/m2 ECS (Scope 1 - 3.13) 2024: 7.9 13 +58.3% EV charging stations % of parking spaces (pre-equipped) 2024: 8 61 -16.5% Share of renewable energy % (Scope 1 - 3.13) 2024: 64 545 +118.0% Green Bonds CHF million 2024: 250 180 Employees (headcount) (including FM Service AG) 2024: 176 47 Proportion of women % (excluding BoD) 2024: 48 99 Employee satisfaction % of employees are very happy or happy to work at Mobimo 78 Tenant satisfaction % of residential tenants feel that their needs are well looked after Selected sustainability figures1 49 Green Star (4 stars) Standing Investments: 89 points Development: 94 points AAA (since 2022) (AAA – CCC) Low risk 13.5 points B- (A – D) C+ / Prime (A+ - D-) ESG ratings & awards 49 1 As at 31 December 2025.
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| 7.8.2026 Presentation of 2026 half-year results 50 Further progress in reducing emissions APPENDIX – Sustainability 1 Carbon Risk Real Estate Monitor (CRREM): reduction pathway weighted according to the Mobimo portfolio use mix. CO2 reduction pathway of the investment portfolio by 20501 kg CO2eq/m2 Most important measures Extensive energy-efficient renovations Replacing conventional heating systems and increasing the share of renewable energy sources Expansion of in-house energy production (Photovoltaic systems) Operational optimisations Expansion of portfolio with high-quality own developments Encouragement of positive user behaviour among tenants
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| 60 80 100 120 140 160 30.6.21 30.6.22 30.6.23 30.6.24 30.6.25 30.6.26 7.8.2026 Presentation of 2026 half-year results 51 Mobimo share with strong total return and decent trading liquidity APPENDIX – Mobimo on the capital market 5-year share performance (indexed) compared with SPI and SXI1 Mobimo (CH0011108872); dividend-adjusted SPI SXI Real Estate All Shares TR Equity analysts’ ratings as at August 2026 1 Source: SIX Swiss Exchange. › The dividend-adjusted share price has increased by 32.5% over a five-year period. The Swiss Performance Index (SPI) and SXI Real Estate All Shares Index rose by 30.4% and 50.2% respectively over the same period. › Average annual performance (total return) of 5.9% since the initial public offering in June 2005. › Liquidity remains strong1: › An average of 14,939 shares were traded each day during the first half- year of 2026 (2025: 10,070 shares). › Trading volume of around CHF 680 million during the first half- year of 2026 (2025: CHF 380 million). Rating Price target CHF Bank Vontobel AG Hold 362 ODDO BHF Neutral 370 Research Partners AG Hold 342 UBS Switzerland AG Sell 333 Zürcher Kantonalbank Market Perform
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| › Free float as at 30 June 2026: 100% (as defined by SIX Swiss Exchange) › As at 30 June 2026, the following shareholders held 3% or more of the share capital: › UBS Fund Management (Switzerland) AG 12.8%. › BlackRock, Inc. 5.1%. › Dimensional Holdings Inc. 4.8%. › Swisscanto Fondsleitung AG 3.0%. 26.0 20.3 15.1 4.7 33.9 7.8.2026 Presentation of 2026 half-year results 52 Broadly diversified shareholder base APPENDIX – Mobimo on the capital market Composition of shareholders as at 30 June 2026 % 1 2 3 4 2 1 Foundations, funds 2 Pension funds, insurers, banks 3 Individuals 4 Other companies 5 Shares pending registration Shares pending registration at closure of the share register before the 2026 Annual General Meeting: 15.1% Source: Disclosures in accordance with SIX Exchange Regulation ( Significant Shareholders) and Mobimo share register. 5
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Mobimo Holding AG Rütligasse 1 CH-6000 Lucerne info@mobimo.ch +41 41 249 49 80