Slides
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Investor Update 2026 Media and Investor Presentation, October 28, 2026 Thomas Oetterli, Group CEO Oliver Streuli, Group CFO
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Page 2 Agenda Investor Update 2026 . Media & Investor Presentation . October 28, 2026 01 Key Messages 02 Current Trading 03 Footprint Update 04 Leadership Change Outlook 202605
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Page 3Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Key Messages1
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Page 4 Rieter Group – Key Messages Order Intake CHF 951.4 million (+70%) Markets Strong momentum in India and China Barmag Integration Progressing according to plan Sales CHF 898.6 million (+96%) Raw Material Prices Operational headwinds Structural Measures Site consolidation progressing Orders Above Sales 9M26 Book-to-Bill ratio >1x Financial Outlook 2026 Updated Leadership Change New CEO as of November 1st Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 5 Current Trading2 Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 6 Current Market Situation Americas EMEA India China Market ‒ Selective investment activity ‒ Large installed base supports retrofit and service potential ‒ Türkiye still under significant pressure ‒ Rising yarn demand in CIS and Central Asia ‒ Pakistan showing signs of investment recovery ‒ Strongest investment sentiment globally ‒ Healthy yarn demand despite current volatility ‒ Modernization projects driving investment ‒ Continued investment activity, with some decisions postponed ‒ High demand for automation and advanced technology Rieter ‒ New machine project pipeline has not yet translated into orders ‒ Further potential through enhanced local support and parts availability ‒ Weak project pipeline remains a concern ‒ Well positioned for productivity- and quality- driven investments ‒ Strong project activity across key customer segments ‒ Focus on improving competitiveness in high- volume applications ‒ Continued pricing pressure ‒ Focus on replacement orders in SSF ‒ Strong component sales and MMF order pipeline Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Investment sentiment improving selectively, led by India, with modernization opportunities across regions
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Page 7 Order Intake Order intake driven by the first-time consolidation of Barmag as the Man-Made Fiber (MMF) Division 472.4 500 600 0 700 800 900 1,000 FX impact -20.8 M&A impact -1.0 559.3 471.4 6.4 SSF C&T -64.9 9M269M25 951.4 +70% Barmag Gomitex Divisions 416.7 142.6 335.8 146.5 469.1 0 50 100 150 200 250 300 350 400 450 500 550 600 650 SSF C&T MMF CHF million Attribution by division 9M25 9M26 CHF million Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 8 Sales Sales driven by the first-time consolidation of Barmag as the Man-Made Fiber (MMF) Division 467.8 500 600 650 700 750 800 850 900 950 550 0 450 M&A impact -16.5 FX impact 9M26SSF 8.3 9M25 C&T -1.0 457.7 898.6 -17.7 +96% Barmag Gomitex Divisions 303.1 154.6 301.6 134.7 462.3 0 50 100 150 200 250 300 350 400 450 500 550 600 650 SSF C&T MMF Attribution by division CHF million 9M25 9M26 CHF million Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 9 Regional Sales Development – SSF and C&T only Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Shift of markets from “Rest of the World” to Asia Americas EMEA India China 77 89 42 9M24 9M25 9M26 130 102 102 9M24 9M25 9M26 138 147 220 9M24 9M25 9M26 240 119 73 9M24 9M25 9M26 CHF million CHF million CHF million CHF million
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Page 10 Footprint Update 3 Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 11 Restructuring Programs – Update Most of the restructuring costs occurred in 2025, benefits started to materialize over the course of 2026 Short-Staple Fiber Division Components & Technology Division Man-Made Fiber Division Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Re-sized Closed ‒ General Transfer of Repair Services to Rieter India and Czech Republic ‒ Heinsberg (Germany) Planned capacity adjustments and partial shift of Winder assembly activities to Rieter China ‒ Gomitex (Belgium) Sale of entity to a customer ‒ Graf Netherlands Site closure and shift of manufacturing to Rieter China ‒ Bräcker France Site closure ‒ General Reduction and shift of R&D and SG&A costs ‒ Süßen (Germany) Plant consolidation ‒ Remscheid (Germany) Site realignment ‒ Neumünster (Germany) Site realignment
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Page 12 Leadership Change 4 Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 13 Group Leadership Changes Daniel Lippuner will take over as CEO of the Rieter Group on November 1, 2026 Daniel Lippuner CEO Rieter Group Joining November 1st Roger Albrecht Head of the Components & Technology Division Until first quarter 2027 Alexander Özbahadir Head of the Short-Staple Fiber Division Oliver Streuli CFO Rieter Group Emmanuelle Gmür Chief Human Resources Officer Rieter Group Georg Stausberg Head of the Man-Made Fiber Division Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 14Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Outlook5
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Page 15 Outlook for the Full Year 2026 Investor Update 2026 . Media & Investor Presentation . October 28, 2026 ‒ For the 2026 financial year, Rieter expects sales at the lower end of the previously communicated guidance range of CHF 1.3 billion to CHF 1.5 billion. ‒ Due to continued margin pressure and a slower-than-expected market recovery in Europe, the Middle East and Africa as well as in the Americas, Rieter now expects an EBIT margin of -2% to 0%.
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Page 16 Q&A Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 17 Disclaimer Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Rieter is making great efforts to include accurate and up-to-date information in this document, however we make no representations or warranties, expressed or implied, as to the accuracy or completeness of the information provided in this document and we disclaim any liability whatsoever for the use of it. The information provided in this document is not intended nor may be construed as an offer or solicitation for the purchase or disposal, trading or any transaction in any Rieter securities. Investors must not rely on this information for investment decisions. All statements in this report which do not refer to historical facts are forecasts which offer no guarantee whatsoever with respect to future performance; they embody risks and uncertainties which include – but are not confined to – future global economic conditions, exchange rates, legal provisions, market conditions, activities by competitors and other factors outside the company’s control.
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Page 18 Appendix Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 19 CHF million 9M25 9M26 Growth FX impact M&A impact Organic growth Rieter 559.3 951.4 70.1% -3.7% 84.3% -10.5% Short-Staple Fibers 416.7 335.8 -19.4% -3.9% - -15.6% Components & Technology 142.6 146.5 2.7% -1.0% -0.7% 4.4% Man-Made Fibers - 469.1 - - - - Order Intake by Division Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 20 CHF million 9M25 9M26 Growth FX impact M&A impact Organic growth Rieter 457.7 898.6 96.3% -3.6% 102.0% -2.1% Short-Staple Fibers 303.1 301.6 -0.5% -3.2% - 2.7% Components & Technology 154.6 134.7 -12.9% -0.8% -0.7% -11.4% Man-Made Fibers - 462.3 - - - - Sales by Division Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 21 CHF million SSF C&T MMF Group January - September 2025 2026 2025 2026 2025 2026 2025 2026 New machines and equipment 191.9 208.1 0.0 0.0 0.0 437.4 191.9 645.5 Installed base & components 111.2 93.5 154.6 134.7 0.0 24.9 265.8 253.1 Total 303.1 301.6 154.6 134.7 0.0 462.3 457.7 898.6 Sales by Type of Revenue Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 22 CHF million 9M25 9M26 Growth FX impact M&A impact Organic growth Rieter 457.7 898.6 96.3% -3.6% 102.0% -2.1% China 147.3 558.7 279.3% -2.6% 231.3% 50.6% India 102.3 172.2 68.3% -8.3% 71.8% 4.8% EMEA 119.0 107.9 -9.3% -1.5% 28.5% -36.4% Americas 89.1 59.8 -32.9% -2.7% 20.9% -51.1% Sales by Region Investor Update 2026 . Media & Investor Presentation . October 28, 2026
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Page 23 Financial Calendar Results press conference 2027 February 24, 2027 Deadline for proposals regarding the agenda of the Annual General Meeting March 3, 2027 Annual General Meeting 2027 April 14, 2027 Semi-Annual Report 2027 July 20, 2027 Investor Update 2027 October 27, 2027 Investor Update 2026 . Media & Investor Presentation . October 28, 2026