OERL CMD 2026 Presentation

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 2 Agenda 12:40 10:45 13:15 10:20 Panel 1: Oerlikon’s solutions to serve growing industries 11:05 Q&A 11:15 Break 11:40 Panel 2: Oerlikon’s solutions to serve growing markets 13:00 Q&A Flying lunch and booth access 09:15 Strategic positioning • Intro and strategy • Growth initiatives • Technology M. Suess (Executive Chairman) D. Linzmeier (COO) B. Rosenthal (CTO) Profitable growth/value creation strategy • Financial impact M. Freidl (CFO) HR, sustainability and closing • HR and sustainability • Closing remarks A. Ryzhova (CHRO/CSO) M. Suess (Executive Chairman)

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 3 Michael Suess Executive Chairman As leader in material science engineering, Oerlikon drives the next generation of industries

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Oerlikon’s unique business model drives future shareholder value Page 4 Mission critical solutions, fostering long-term customer relationships Technology toolbox applied in 10 industries supported by structural growth trends Global scale for innovation, local execution and footprint for agility Resilient and integrated business model – Coating Services, Components and Materials & Equipment Innovation leader in material science engineering Oerlikon provides high value-add at a relatively low cost for customers

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Expand in APAC and Americas Balanced growth in all regions Page 5 Building a more diversified, innovative and resilient Oerlikon Mission 2030 Added growth markets Innovate to ensure competitive edge Diversified technologies Accelerate in Aerospace, Power Generation, Semiconductor, Defense PVD = Physical Vapor Deposition; CVD = Chemical Vapor Deposition; 1) Rounded figures, pure-play scope, excluding Barmag 2013 Tooling Automotive Sales PVD technology Sales in m CHF 1 Europe APAC Americas 250 150 110 Tooling Automotive Aviation Luxury Energy Defense, Semiconductor, Medical and General Industries Sales 2025 • PVD/CVD • Thermal Spray • Advanced Manufacturing Europe APAC Americas Sales in m CHF 1 730 490 350 x3

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Ensured leadership continuity: Broad management bench with deep industry experience Martin Bartsch Germany •11 Jane Cao China •12 David Franz Europe •27 Sumeet Gupta APAC •18 Andrea Lai Global Operations •13 Andrea Peruch HRSflow •12 Katharina Rick Luxury •6 Brett Rosenthal CTO •5 Wolfgang Schmitz Americas •13 Page 6 Executive Committee Michael Suess Executive Chairman •12 Guilherme Rocha Strategy, BD & CE •8 Sandra Wiesner MarCom •2 Andreas Weiss Legal •13 Anna Ryzhova CHRO/CSO •10 Dirk Linzmeier COO •2 Marco Freidl CFO •9 • Years with Oerlikon BD = Business Development; CE = Customer Excellence; HRS = Hot Runner Systems; MarCom = Marketing and Communications

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 8 Delivering overproportional customer value at minimal cost 4,000 liters of fuel saved for a flight ZRH to NYC2 1) 20x reflects average across Tooling, with peak extension up to 160x; 2) Assuming 5% efficiency improvement due to Oerlikon coating Uncoated 20x longer lifetime1 with Oerlikon coating For example, Tooling 1 : 100 Cost Value Proposition For example, Aerospace <0.1% of aero engine cost, 100% mission critical for operation

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 PVD = Physical Vapor Deposition; CVD = Chemical Vapor Deposition; PACVD = Plasma-Assisted Chemical Vapor DepositionPage 9 One material science engineering platform, multiple engines of growth Segments Technology and solution platforms CoatingServices CoatingServices Materials & Equipment Components Material Science Engineering Centered around material science engineering with clear value proposition for Oerlikon’s customers along attractive industries and geographies Unique & integrated business model

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Coating Services Highlights Facts Page 10 110 sites serving growing industries globally Broad surface technology portfolio: PVD, CVD, PACVD and Thermal Spray Self-reinforcing innovation flywheel >550 connected coaters generating data, data accelerates innovation and innovation strengthens market leadership 600m CHF Sales1 38% of group sales Europe 48% Americas 21% APAC 31% Growth acceleration in Coating Services through Tooling and Components in Energy, Aerospace, Defense and Semicon 1) Rounded figure; Actual 2025 Segment Coating Services: 599m CHF

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Components Highlights Page 11 Designed into customer platforms through deep engineering partnerships Focused on mission critical, high-value precision industries Luxury, Aero, Automotive/EVs, Defense, Semicon 450m CHF Sales1 29% of group salesEurope 61% Americas 13% APAC 26% Leverage point for Oerlikon coatings, equipment and materials to strengthen customer relationship Facts Advanced manufacturing technology for dedicated high-performance applications Luxury and HRS Europe 43% 1) Rounded figure; Actual 2025 Segment Components: 453m CHF

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Materials & Equipment Highlights Page 12 Integrated offering of production and AI-driven alloy development >2,500 Oerlikon Thermal Spray systems installed, ~2/3 of the Aero and IGT base2, fuel materials and after-sales growth Resilient production network strategically placed in key regions Long-life, mission critical programs across Energy, Aero and Semicon markets 520m CHF Sales1 33% of group sales Europe 33% Americas 32% APAC 35% Facts 1) Rounded figure; Actual 2025 Segment Materials & Equipment: 516m CHF; 2) ~2/3 of Thermal Spray systems installed in Aero & Industrial Gas Turbine (IGT) are Oerlikon’s

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Oerlikon benefits from structural growth trends Page 13 Air travel increase Century of electrification Defense rebuild Semiconductor expansion Segments mainly benefiting Materials & Equipment Coating Services e.g.: Tooling Components Segments mainly benefiting Materials & Equipment Coating Services e.g.: Components Coatings Components e.g.: Additive Manufacturing Segments mainly benefiting Materials & Equipment Coating Services e.g.: Tooling Segments mainly benefiting Materials & Equipment Coating Services e.g.: Tooling Components e.g.: Additive Manufacturing

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 14 Mission 2030 >20% EBITDA margin2 >10% ROCE3 1) Total growth by 2030 excl. FX effects and M&A, representing ~6% CAGR; 2) Operational EBITDA; 3) Return on Capital Employed >2bn CHF sales1

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Oerlikon benefits from structural growth trends Page 16 Expected to add ~300m CHF1 in sales by 2030 1) Total growth in absolute terms by 2030 excl. FX effects and M&A Air travel increase Century of electrification Defense rebuild Semiconductor expansion

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 17 Air travel increase Positioned to benefit from growth in global air travel 6% CAGR in global engine MRO demand to 20301 Mission critical No aircraft takes off without coated engine parts and turbine components 100% of major aero-engine OEMs served by Oerlikon 10,000 new aircraft produced until 20301 10,000 CHF average value of materials coated per engine External sources, see also Appendix; 1) Airbus and Internal (World’s passenger fleet 23,310 as of End 2025) End-market growth Oerlikon position

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Enabling semiconductor expansion Page 18 Trusted Partner Serving the four leading Semiconductor EQ OEMs with new-build and refurbishment Essential contributor Coatings improve yield, uptime and lifetime of Fab EQ Enable next-gen Fabs Additive Manufacturing enables high-performance components for semiconductor EQ EQ = Equipment; External sources, see also Appendix; 1) Gartner >1bn CHF Oerlikon addressable market End-market growth Oerlikon position Semiconductor expansion 7% CAGR wafer fab equipment spending to 2030. ~95bn CHF wafer fab equipment spending in 20251

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 19 Growth in gas turbines creates long-term opportunities +10,000 Industrial Gas Turbines in 2030 – current installed base 40,000 IGTs IGT = Industrial Gas Turbines; External sources, see also Appendix; 1) IEA; 2) Estimated – 20m CHF yearly saving per GW; 3) Estimated split - 80% new builds and 20% MRO >1% improvement in efficiency through coating for Industrial Gas Turbines2 1,150°C operating temperature make advanced coating solutions critical for both OEM and MRO applications3 ~20% more electricity being consumed in 20301 End-market growth Oerlikon position Century of electrification 100,000 CHF average value of materials coated to one Industrial Gas Turbine (100 MW)

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 20 Defense modernization fuels long-term demand and innovation >700bn CHF investment through ReArm Europe 20301 >1m AM parts being deployed by US defense3 AM = Additive Manufacturing; External sources, see also Appendix; 1) European Commission; 2) IISS; 3) US law End-market growth Oerlikon position Defense rebuild Materials & Equipment production capacity expansion enables higher customer volume and asset utilization Additive Manufacturing enabler for next-generation defense, e.g.: Cooling plates for advanced electronics Coated tools and components for extreme environments >2bn CHF VC into European defense-tech – innovation acceleration2

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Coating Services Capturing potential across growing segments Growth opportunities Page 21 4-6% CAGR until 2030 • Aerospace, Defense, Power Generation: Dedicated coatings for Tooling and Components • Semiconductor, Medical and other General Industries: New coated applications • Digitalization: Additional value creation and strengthening service offering Application replication across industries Leverage existing global connected network of coaters Extending technology to “coating the uncoated” Strategy

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Digitalization and AI as a growth and margin lever Connecting sites, assets and expertise to operate as one virtual coating center (VCC) Page 22 Leveraging largest global Coating Services network and database at scale Operational productivity Asset utilization -15% Maintenance +30%1 Utilization Unified global data layer 110 sites, >550 coaters 30,000+ customers 31,140,000,000 data points / day Customer service level -10% Throughput time Recurring revenue New opportunities 1) Incl. Asset (re-) allocation

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Components Multiple growth platforms and clear execution priorities Growth opportunities Page 23 5-6% CAGR until 2030 • Aerospace: Ramp-up large OEM-driven projects with supply of mission critical parts • Semiconductor, Defense: Capture momentum mainly in US with Additive Manufacturing projects • Luxury: Execute PVD strategy supported by expected mid-term market recovery • Automotive and General Industries: Diversification in growing niches, e.g.: battery insulation, packaging Strategy Execute on large projects pipeline (Aerospace, AM) Leverage the value of Oerlikon ecosystem, e.g.: PVD Luxury Scale portfolio to growing niches

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Materials & Equipment Strong fundamentals to continue with recent growth trend Growth opportunities Page 24 6-7% CAGR until 2030 • Aerospace, Defense, Power Generation, Semiconductor: Strong growth in materials consumption and new coating equipment • >2,500 Oerlikon Thermal Spray Equipment: Use installed base to offer customers the full Oerlikon value proposition • New product launches: Materials & Equipment for Medical Implants and Automotive Brake Discs Strategy Leverage existing Equipment fleet for further materials and after-sales business Capture growth from markets with strong tailwind (Aero, Defense, Power Gen, Semicon)

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 25 All three segments contribute to Mission 2030 2030 Mission Coating Services 2025 ~6% CAGR >2bn CHF sales1 Components Materials & Equipment 5-6% CAGR 4-6% CAGR 6-7% CAGR 1) Total growth by 2030 excl. FX effects and M&A

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 We invest in our customers’ unmet needs Page 27 Evolution Revolution 2/3 1/3 R&D spend 4-5% of sales Resource maturity Market acceptance License to operate Value proposition

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Customer intimacy Global Hub – Pune, IN Coating Engineering Global Hub – San Diego, US Materials Rapid Development Global Hub – Balzers, LI PVD EQ and Coating Services Global Hub – Wohlen, CH Thermal Spray Equipment Global Hub – Westbury, US Materials Development 6 global R&D hubs ~120 CSC FTEs worldwide ~900 sales FTEs worldwide Serving 10 global industries Global Hub – Suzhou, CN Coating Development CSC = Customer Solution Center; FTE = Full-time Equivalent Page 28

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Time to market Computational material design enhanced development with Scoperta Page 29 >1,000,000 materials simulated • Supply certainty • Faster and cost-efficient innovation • Faster development cycles and qualification Industry requires Value to customers Computational material design that enables tailor-made materials in days vs. months Oerlikon innovation >100 materials lab validated 3 materials industrialized for the customer Continuous learning and improvement for the next customers Supply chain resilience Up to 40% lower costs Quality improvement

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Leverage existing industries Modular purpose-built equipment system Page 30 • Higher returns on investment • High Overall Equipment Effectiveness (OEE) • Schedule Certainty Industry requires Modular surface-platform systems for Thermal Spray equipment Oerlikon innovation Value to customers OEE increase by up to 40% 5x faster start of production 20% investment reduction vs customization

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Expanding addressable industries Additively manufactured thermal management for Aerospace, Defense, Semiconductor and Energy Weight savings up to 80% Page 31 • Enhanced cooling • Lightweighting • Form-fitting thermal management Industry requires 5-10x more efficient Ultimate thermodynamic efficiency Oerlikon innovation Value to customers Part consolidation up to 72:1

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Clearly defined path to >20% EBITDA margin by 2030 Operational EBITDA margin 2030 Mission 17.3% Volume & mix COGS2025 SG&A Page 35 Volume and mix improvement COGS optimization Reduce SG&A intensity >20%

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Top-line to benefit from portfolio optimization, innovation and mix/end-market shifts Operational EBITDA margin Portfolio optimization to high-margin solutions >30% Profitability increase in materials in last 5y Enhanced innovation and pricing focus >200 New materials in last 5y with clear focus on pricing Successfully implemented… High-value innovation pipeline and low marginal cost of growth Higher-margin mix and scaling of Components >30x Sales to innovation cost ratio in selected products +15% Share of industries with above average margins by 2030 … with more upside potential 2030 Mission 17.3% Volume & mix COGS2025 SG&A Page 36 >20%

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Reduction of complexity, efficiency gains and digitalization will further optimize cost structure Operational EBITDA margin Footprint optimization -17 Sites globally (2025-2026) Reduction of manual efforts through digitalization 50k hours/p.a. saved with Oerlikon design software Successfully implemented… Reduction of complexity, e.g. modularization in EQ Efficiency gains 20 bps COGS ratio improvement >30% Upside in EQ utilization based on asset (re-) allocation … with more upside potential 2030 Mission 17.3% Volume & mix COGS2025 SG&A Page 37 >20%

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Progress towards 2030 ESG targets Reduce rate of recordable work-related injuries (TAFR) Reduction Scope 1 and 2 emissions in relevant operations according to SBTi (near-term; kt CO2e) Further information can be found in the Oerlikon Annual Report onlinePage 54 0.87 0.48 <0.5 Baseline 2025 2030E 137.9 114.8 80 Baseline 2025 2030E AAA MSCI (2025 score) B CDP Climate Change and Water Security (2025 score) 70 EcoVadis (2026 score) Baseline 2025 2030E Reduce % of disposed waste 53% 33% 27% Medium risk Sustainalytics (2025 score)

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Oerlikon’s unique business model drives future shareholder value Page 57 Mission critical solutions, fostering long-term customer relationships Technology toolbox applied in 10 industries supported by structural growth trends Global scale for innovation, local execution and footprint for agility Resilient and integrated business model – Coating Services, Components and Materials & Equipment Innovation leader in material science engineering Oerlikon provides high value-add at a relatively low cost for customers

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Page 61 Disclaimer OC Oerlikon Corporation AG, Pfäffikon, (together with its affiliates hereinafter referred to as “Oerlikon”) has made great efforts to include accurate and up-to-date information in this document. However, Oerlikon makes no representation or warranties, expressed or implied, as to the truth, accuracy or completeness of the information provided in this document. Neither Oerlikon nor any of its directors, officers, employees or advisors, nor any other person connected or otherwise associated with Oerlikon, shall have any liability whatsoever for loss howsoever arising, directly or indirectly, from any use of this document. The contents of this document, including all statements made therein, are based on estimates, assumptions and other information currently available to the management of Oerlikon. Market and industry data included in this presentation have been obtained from external sources believed to be reliable; however, Oerlikon has not independently verified such information and makes no representation as to its accuracy or completeness. This document contains certain statements related to the future business and financial performance or future events involving Oerlikon that may constitute forward-looking statements. The forward-looking statements contained herein could be substantially impacted by risks, influences and other factors, many of which are not foreseeable at present and/or are beyond Oerlikon’s control, so that the actual results, including Oerlikon’s financial results and operational results, may vary materially from and differ than those, expressly or implicitly, provided in the forward-looking statements, be they anticipated, expected or projected. These risks and uncertainties include, but are not limited to, those described in Oerlikon’s Annual Report and other public filings. Oerlikon does not give any assurance, representation or warranty, expressed or implied, that such forward-looking statements will be realized. Oerlikon is under no obligation to, and explicitly disclaims any obligation to, update or otherwise review its forward-looking statements, whether as a result of new information, future events or otherwise. This presentation may contain certain alternative performance measures (APMs) that are not defined under IFRS. Such measures should not be viewed in isolation or as a substitute for measures prepared in accordance with IFRS. Definitions and reconciliations, where applicable, are available in Oerlikon’s public financial disclosures. This document, including any and all information contained therein, is not intended as, and may not be construed as, an offeror solicitation by Oerlikon for the purchase or disposal of, trading or any transaction in any Oerlikon securities. Investors must not rely on this information for investment decisions and are solely responsible for forming their own investment decisions.

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It's not allowed to change the master safe space 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Version January 2021 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 8,7 4,7 7,9 9,1 6,3 8,0 source footnote 1,1 0,5 12,2315,5 0,4 0,4 15,58,975,7 4,9 4,9 5,7 Appendix Page 18 - Positioned to benefit from growth in global air travel 1) Airbus – Airbus Global Market Forecast 2026-2045, 8 July 2026 Page 19 - Enabling semiconductor expansion 1) Gartner – Forecast: Semiconductor Capital Spending, Wafer Fab Equipment and Capacity, Worldwide, 1Q26 – 22 April 2026 Page 20 - Growth in gas turbines creates long-term opportunities 1) IEA – Electricity Demand 2026, 6 February 2026 – 28,200 TWh in 2025 and 33,600 TWh in 2030 expected Page 21 - Defense modernization fuels long-term demand and innovation 1) European Commission - Introducing the White Paper for European Defense and the ReArm Europe Plan- Readiness 2030, 19 March 2025 2) IISS - Global defence spending – 24 February 2026 3) US law - Future of Defense Manufacturing Act of 2025, S. 2214, 119th Cong. (2025). U.S., 8 July 2025 General notes: 1) Foreign currency figures from external sources have been converted into CHF equivalents. 2) Some illustrative images used in this presentation were created using generative artificial intelligence (AI). Page 62

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