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9-Months Report 2026 November 4th, 2026 Hardy Mehl | CEO Ines Brückel | CFO
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Public | © Basler AG 2 Disclaimer This document includes forward looking statements on Basler AG, its subsidiaries and associates („Group“), and on the economic, political and/or legal conditions that may influence the business performance of Basler AG. These forward-looking statements include, without limitation, statements relating to the Group’s business prospects, future developments, trends and conditions in the industry and geographical markets in which the Group operates, its strategies, plans, objectives and goals, its ability to control costs, statements relating to prices, volumes, operations, margins, overall market trends, risk management and exchange rates. All these statements are based on views and assumptions made by the Management Board using information available to it at the time. These forward-looking statements are, by their nature, subject to significant known and unknown risks and uncertainties. Should these views or assumptions prove to be wholly or partly incorrect, or should further risks arise, actual business performance may differ from that expected. Neither the Group nor the Management Board therefore can assume any liability for the statements made. Subject to legal requirements, the Group does not intend to update or otherwise revise such forward looking statements, whether as a result of new information, future events or otherwise.
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Agenda 01 Executive Summary 02 Financials 03 Share 04 Outlook 05 Q&A
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Public | © Basler AG 4 Executive Summary Market Environment 9 Months 2026 German Industry for Vision Components: Bookings yoy +33 %, billings yoy +14 % (VDMA*) ▪ Broader market recovery in many verticals. Manufacturing PMIs for investment goods above 50 with positive trends ▪ Strong market development in semicon, consumer electronics, data center hardware production and warehouse automation ▪ Ongoing high competition intensity, especially in China and Asia Pacific ▪ GeopoIitical frictions and tariffs no direct impact on vision industry ▪ Supply constraints for semiconductor and electronics components rising ▪ FX: Positive impact from USD, CNY and recently from KRW as well *Source: VDMA Jan. – September 2026; nominal values
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Public | © Basler AG 5 Executive Summary Basler Situation 9 Months 2026 Q3 2026 vs. Q3 2025: Bookings yoy +62 %, billings yoy +35 % ▪ Basler clearly outperformed the industry ▪ Continuing order momentum - record high order entry Q3. Positive book-to-bill ratio fuels good start into Q4 and beyond ▪ YTD Gross Profit Margin improvement to 52.9 % (PY adj.: 47.2 %) ▪ Strong EBIT growth to € 51.1 mill. (PY adj: € 14.6 mill.) EBIT Margin 22.5 % (PY adj.: 8.7 %) ▪ Free Cashflow of € 31.0 mill. (PY adj.: € 11.7 mill.) ▪ Strong billings growth despite supply chain constraints. Impact on supply due earthquake in Japan lower than expected.
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Public | © Basler AG 6 FTEs e/o Q3 2025 814 16 % Administration 23 % Operations 37 % Sales & Marketing 24 % R&D FTEs e/o Q3 2026 837 18 % Administration 23 % Operations 37 % Sales & Marketing 22 % R&D R&D gross quota from sales (adj.): 15.9 % R&D gross quota from sales: 11.2 % Executive Summary Team
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Public | © Basler AG 7 TDI Vision System Stereo mini GMSL Vision System Lens & Light Control Basler Vision Simulator 10 GigE Interface Executive Summary – Product update New products launches 7 We have launched 2025 the following products on the market: Vision, Stuttgart October 06 – 08, 2026
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Agenda 01 Executive Summary 02 Financials 03 Share 04 Outlook 05 Q&A
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Public | © Basler AG 9 6 7 4 2 Financials Total Sales and Distribution by Region Global Organization Headquarters, Germany U.S Taiwan Singapore China Korea Japan India Italy France Sales Offices 1 2 3 4 5 6 7 8 19 % (PY: 22 %) Americas 28 % (PY: 30 %) EMEA 25 % (PY: 23 %) Asia 9 3 5 910 1 TOTAL € 227.4 mill. 10 828 % (PY: 25 %) China
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Public | © Basler AG 10 Financials Bookings and Billings 52.1 61.2 58.5 65.3 85.6 94.4 98.6 59.5 52.2 56.3 56.5 77.3 75.0 75.0 Q1 2025 Q2 Q3 Q4 Q1 2026 Q2 Q3 Incoming Orders mill. € Revenue mill. € Bookings +62 % yoy ; billings +35 % yoy
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Public | © Basler AG 11 Financials Gross Profit and Gross Margin 28.2 23.8 27.3 27.1 39.8 38.8 41.5 47.5 45.6 48.4 48.0 51.5 51.7 55.4 0.0 10.0 20.0 30.0 40.0 50.0 Q1 2025 Q2 Q3 Q4 Q1 2026 Q2 Q3 Gross Profit mill. € (adj. in 2025) Gross Margin % (adj. in 2025)
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Public | © Basler AG 12 Financials EBIT and EBIT Margin 6.2 2.5 5.8 3.1 17.6 13.5 20.0 10.5 4.8 10.4 5.5 22.7 18.0 26.7 -30.0 -20.0 -10.0 0.0 10.0 20.0 0.0 5.0 10.0 15.0 20.0 25.0 Q1 2025 Q2 Q3 Q4 Q1 2026 Q2 Q3 EBIT mill. € (adj. in 2025) EBIT Margin % (adj. in 2025)
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Public | © Basler AG 13 Financials P&L e/o Q3-2026 vs. Q3-2025 (in € mill.*) *unless otherwise stated P&L in € mill.* 9M 2026 9M 2025 (adj.) +/- Incoming Orders 278.6 171.8 62 % Revenue 227.4 168.0 35 % Gross Profit Margin 52.9 % 47.2 % 5.7 Pp. EBITDA 61.6 27.2 >100 % EBIT 51.1 14.6 >100 % EBIT Margin 22.5 % 8.7 % 13.8 Pp. Net Income 38.2 11.1 >100 % EPS in € 1.24 0.36 >100 %
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Public | © Basler AG 14 Financials Free Cashflow *adj., pro forma: Q2-Q4 2025 figures are derived on an indicative basis **excluding foreign exchange effects
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Public | © Basler AG 15 Financials Liquidity and Cashflow (in € mill.) Cash Flow in € mill. 9M 2026 9M 2025 (adj.) +/- Cash b/o period (1st of Jan) 29.0 21.3 36% Cashflow from Operations 37.1 20.5 81% Cashflow from Investments -7.2 -7.9 9% Exchange rate effects cash holdings 1.1 -0.8 >100% Free Cashflow 31.0 11.7 >100% Cashflow from Financing -16.2 -8.3 -96% Cash e/o period 43.8 24.8 77% Net Cash in € mill. 9M 2026 12/31/2025 +/- Liabilities to banks -37.2 -46.5 20% Cash and Cash equivalents 43.8 29.0 51% Net Debts (w/o leasing) 6.6 -17.5 >100%
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Agenda 01 Executive Summary 02 Financials 03 Share 04 Outlook 05 Q&A
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Public | © Basler AG 17 Share Basler Shareholder Structure Sep 30, 2026
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Public | © Basler AG 18 Share Basler Share versus TecDax 2026 € 24.25 closing price on September 30, 2026 0.00 50.00 100.00 150.00 200.00 250.00 Basler AG Performance Germany TECDAX (TR) Performance € 15.32 opening price on January 2, 2026
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Agenda 01 Executive Summary 02 Financials 03 Share 04 Outlook 05 Q&A
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Public | © Basler AG 20 Outlook 2026 Assumptions We expect ▪ Broader industry recovery to continue with strong growth in semicon, consumer electronics, data center hardware and logistics applications ▪ Trade and geopolitical conflicts to rise ▪ High currency volatility but relative strong USD, CNY and KRW for the remainder of the year ▪ Supply chains further tightening. In addition earthquake related supply constraints in Nov/Dec (less than expected in HY1 reporting)
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Public | © Basler AG 21 Outlook Forecast 2026 Under these assumptions we have recently increased our guidance for 2026: Revenue: € 295 – 300 mill. (before € 270 – 290 mill.) EBIT Margin: 17.5 % - 19.5 % (before 12.5 % - 14.5 %)
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Public | © Basler AG 22 Outlook Financial Mid-term Plan Assumptions: ▪ Computer vision market will grow again – mid to high single digit long-term CAGR expected ▪ Successful execution of Basler’s strategy to address a bigger market ▪ Market recovery begins 2026 at the latest ▪ Access to China market remains *Cash Conversion Rate FCF/EAT (excl. M&A transactions) >13 % EBIT margin ~15 % CAGR € 275 mill. Revenue 70 % CCR* 2028 Update b/o 2027
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Agenda 01 Executive Summary 02 Financials 03 Share 04 Outlook 05 Q&A
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Public | © Basler AG 24 Questions & Answers Phone +49 4102 463 0 Hardy Mehl Ines Brückel ir@baslerweb.com