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INVESTOR CALL 9M 2026 5 November 2026
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DISCLAIMER This presentation contains forward-looking statements which are based on the management’s current estimates with regard to future developments. Such statements are subject to risks and uncertainties which are beyond Leifheit’s ability to control or estimate precisely, such as statements on the future market environment and economic conditions, the behavior of other market participants and government measures. If one of these uncertain or unforeseeable factors occurs or the assumptions on which these statements are based prove inaccurate, actual results could differ materially from the results cited explicitly or contained implicitly in these statements. Leifheit neither intends to, nor does it accept any specific obligation to update forward-looking statements to reflect events or developments after the date of this presentation. Leifheit AG shall not assume any warranty for the information provided in this presentation being up-to-date, accurate, complete or of good quality or for the suitability of the information for specific purposes. Any liability of Leifheit AG for loss caused by the use or non-use of the information provided or by wrong or incomplete information is excluded. November 26 2Investor Presentation
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CHANGES IN MANAGEMENT BOARD • Supervisory Board resolution: Management Board reduced from three to two members • Igor Iraeta Munduate (COO) leaves early by mutual agreement as of 31 December 2026 • Marco Keul has taken on responsibility for the operations divisions on the Management Board Alexander Reindler CEO Previous experience • Brings 30 years of international experience in leading positions in marketing, sales and general management • Formerly responsible for the global Health Care Business at Beiersdorf AG Core competencies • General Management, brand building & implementation of change strategies Marco Keul CFO Previous experience • Responsible for Controlling, IT/Business processes and internal sales services as Vice President Finance at Leifheit AG • Years of experience as Head of Controlling at Leifheit AG Core competencies • IT, Finance & Controlling November 26Investor Presentation 3
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EXECUTIVE SUMMARY: GROWTH AND EFFICIENCY INITIATIVES IN A CHALLENGING MARKET November 26 4Investor Presentation 9M 2026 Overview Group turnover 169.1 m€ -5.5% Gross margin 45.5% +1.8 pps Investing in brand growth as part of Leifheit Brand Relaunch Operational efficiency Improvement of 6.8 pps since FY 2022 Group EBIT -2.9 m€ <–100% FOCUS program implementation to strengthen efficiency and resilience 1.9 m€ one-off expenses
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Consumer confidence index (CCI) September 2026, EU WEAK CONSUMER SENTIMENT CONTINUES TO WEIGH ON DEMAND Geopolitical tensions continue to weigh on consumer sentiment, economic expectations still low. 7% market decline in Leifheit-relevant market segments in 9M 2026 in Germany1 GfK Consumer Climate index October 2026, Germany Source: NIM Consumer Climate powered by GfK, co-financed by the EU CommissionSource: https://www.oecd.org/en/data/indicators/consumer-confidence-index-cci.html November 26Investor Presentation 5 1 Source: Leifheit Market Insights based on Circana and NIQ retail panel data (Germany)
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Group turnover by segment, region in m€ MARKET HEADWINDS WEIGHED ON SALES IN Q3 2026 • Group turnover decrease driven by weakening market conditions in the core segments and continued consumer restraint • Private Label segment delivered strong growth, driven by both French subsidiaries, Birambeau and Herby Group Household Wellbeing Private Label Turnover in m€ 169.1 140.0 8.2 20.9 Trend 9M ’26 vs. 9M ’25 -5.5% -6.7% -7.6% +4.2% Germany Central Europe Eastern Europe Rest of world Turnover in m€ 65.1 78.2 23.5 2.3 Trend 9M ’26 vs. 9M ’25 -6.5% -4.3% -5.8% -15.7% November 26Investor Presentation 6
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Group turnover development by quarters in m€ CHALLENGING MARKET CONDITIONS CONTINUED IN Q3 • Weakening market conditions in Leifheit's core segments and subdued consumer demand weighed particularly on Q3 2026 Investor Presentation 7 Q1 Q2 Q3 Q4 2024 m€ 66 69 66 58 2025 m€ 64 60 56 54 % -3.3 -13.6 -15.5 -8.2 2026 m€ 61 55 53 % -4.0 -7.8 -5.0 Challenging conditions continued in the third quarter November 26
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8 RELIABLE CORE BUSINESS: MECHANICAL CLEANING & DRYING Turnover growth core business in m€ CAGR 2016-2025 4.1% Turnover 9M 2026 YoY: core: -5.7% 9M-Market 1: ~ -7% Decline in Core driven by declining market Mechanical cleaning & drying remain structurally attractive Investor Presentation 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2028 1 Source: Leifheit Market Insights based on Circana and NIQ retail panel data (Germany) November 26
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Distribution channels Turnover 9M 2026 in % (previous year’s figures) Hypermarkets 25 (25) E-Commerce 25 (23) DIY 22 (20) Retail-/Whole sale, Department stores 7 (8) Importers/Exporters 6 (7) Discounter 6 (7) Electro 3 (3) Cash & Carry 2 (2) Others 4 (4) November 26Investor Presentation 9 MIXED CHANNEL PERFORMANCE: DISCOUNTERS WEAK, DIY & D2C STRONG • Growth of 5% in DIY channel due to successful marketing campaigns • D2C business shows significant growth – up by 32.7% • Hypermarkets show a slightly weaker but overall relatively stable development – down by 6% • Discounter channel down by 18% due to less promotions
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9M 2026 FINANCIALS Investor Call November 26Investor Presentation 10
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9M 2025 9M 2026 ∆ Group turnover m€ 179.0 169.1 -5.5% Gross margin % 43.7 45.5 +1.8 pps Gross margin before special items1 % 44.5 45.5 +1.0 pps Foreign currency result m€ -0.4 - - EBIT m€ 5.4 -2.9 <-100% EBIT before special items1 m€ 6.9 -1.0 <-100% EBIT margin % 3.0 -1.7 -4.7 pps Earnings before taxes (EBT) m€ 4.4 -4.2 <-100% Net result for the period m€ 3.2 -2.7 <-100% FURTHER GROSS MARGIN IMPROVEMENT PARTIALLY OFFSETS EARNINGS DECLINE Group earnings development 9M 2024 – 9M 2026 in m€ 6.8 3.2 -2.7 10.3 5.4 -2.9 6.9 -1.0 -4 -2 0 2 4 6 8 10 12 9M 2024 9M 2025 9M 2026 Net result for the period EBIT EBIT before special items November 26 11Investor Presentation 1 Special items 2026 from performance program FOCUS, Special items 2025 from strategic optimization project in production 2 2 Special items 2026 from performance program FOCUS, Special items 2025 from strategic optimization project in production
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CONTINUOUS IMPROVEMENTS IN GROSS MARGIN FY 2022 FY 2023 FY 2024 FY 2025 9M 2025 9M 2026 Gross Margin % 38.7 42.1 44.5 45.1 LfL 45.7 43.7 LfL 44.5 45.5 LfL 45.5 YOY +1.8 pps Investor Presentation November 26 12 Further significant improvement in gross margin to 45.5% in 9M 2026 (9M 2025: 43.7%) • productivity and efficiency increase in production and logistics • positive customer and product mix effects due to the focus on effective campaigns for profitable products • positive impacts of strategic optimization project in production • expansion of D2C capacities From 2022 +6.8 pps
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FREE CASH FLOW REFLECTS GROWTH INVESTMENTS, LIQUIDITY REMAINS STRONG 1 Cash flow from operating activities and from investment activities, adjusted for incoming and outgoing payments in financial assets and, if existing, from acquisition and divestiture of business divisions. in m€ 9M 2025 9M 2026 ∆ Cash flow from operating activities 8.3 -0.2 -8.5 Cash flow from investment activities -4.9 -3.6 1.3 Cash flow from financing activities -15.0 -11.6 3.4 Free cash flow1 3.3 -3.8 -7.1 in m€ 30/09/2025 30/09/2026 ∆ Cash and cash equivalents at the end of reporting period 29.7 17.1 -12.6 Financial liabilities - - - November 26Investor Presentation 13 • Solid financial position retained despite high investments and turnover impacts • Following a negative free cash flow of -7.3 m€ in the first half of 2026, a significant improvement was achieved in Q3 2026 (+3.5 m€ in Q3) • Free cash flow impacted by strategic growth initiatives and seasonally higher working capital • With no liabilities to banks the company continues to have a very robust liquidity position
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Group liquidity 31/12/2025 vs. 30/09/2026 in m€ • Significant improvement in FCF achieved in Q3 2026 (+3.5 m€ in Q3) • FCF FY expected between -1 to -2 m€ • No credit lines and/or debt • Strong financial position supports strategy execution • Seasonally increased working capital 32.6 20.9 17.1 -0.7 -11.0 -2.7 6.2 -3.3 -1.2 1.2 -3.6 -0.4 0 5 10 15 20 25 30 35 40 Cash and cash equivalents 31.12.2025 Lease liabilities Dividends Cash and cash equivalents Net result for the period Depreciation and amortization Trade receivables Inventories Liabilities Investments Others Cash and cash equivalents 30.09.2026 Free cash flow -3.8 m€ SOLID LIQUIDITY FOR CONTINUED STRATEGY EXECUTION Investor Presentation 14November 26
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ATTRACTIVE CAPITAL ALLOCATION: CLEAR COMMITMENT TO SHAREHOLDER RETURNS Investor Call November 26Investor Presentation 15
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COMMITMENT TO SHAREHOLDER VALUE AND CAPACITY FOR DIVIDEND PAYMENT Attractive dividend policy: ~75% of free cashflow or net result for the period Share buybacks Promoting innovation + preserve investment capability • Solid liquidity position without any liabilities to banks • Strong equity ratio • Capital reduction through redemption of treasury shares in November 2025 • Capital reallocation initiated to increase distributable equity • Allow shareholders to participate in the company’s good liquidity situation Focus on shareholder value November 26Investor Presentation 16
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STRATEGY UPDATE Investor Call November 26Investor Presentation 17
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Investor Presentation 18 STRONG VISION: LEADING WITH FOCUS. CREATING SUSTAINABLE VALUE. November 26
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November 26Investor Presentation 19 2026: NEXT PHASE OF STRATEGY EXECUTION Building the Foundation for Future Growth while Strengthening Efficiency & Resilience Leifheit Brand Relaunch FOCUS performance program • Sharper positioning • Strong product innovations • Targeted marketing activities with retail partners • Optimizing processes and costs • Improving operational flexibility • Aligning the organization for growth & competitiveness FOCUS company • Review of strategic options for selected subsidiaries advanced
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November 26 20Investor Presentation FOCUS STRENGTHENS COMPETITIVENESS AND UNLOCKS AT LEAST €8M ANNUAL SAVINGS Strategic Goals Measures2026 Implementation of Performance Program FOCUS Structure – Efficiency – Growth Financial Impacts • Accelerate strategy “LEADING WITH FOCUS.” • Increase customer focus and agility • Strengthen competitiveness and resilience • Create the platform for profitable growth • New operating model and governance • Digitalization of key processes • Leaner structures and faster decisions • Socially responsible workforce reduction • At least~€8m recurring annual savings from 2028 (incl. change in Board) • First benefits expected in 2027 • Up to €9.6m implementation costs • ~€5.4m EBIT impact in FY 2026
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Headcount reduction Investor Presentation 21 HEADCOUNT OPTIMIZATION 0 200 400 600 800 1000 31 Dec. 2025 30 Sept. 2026 2027e Strategic capacity alignment: • 9M 2026 headcount 2.2% below previous year end’s level, reflecting efficiency initiatives and optimisation • Reduction of up to 70 positions planned under the FOCUS program until end 2027 <900 965 November 26 944 ~ -7%
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BRAND RELAUNCH TO DRIVE STRONGER SELL-OUT Investor Presentation 22 Drive sell-out with • stronger benefit focus • clearer, more impactful brand presentation • stronger POS presence November 26
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Strong growth in biggest segment of dust cleaning Market growth in last years driven by dust segment; high relevance of in between cleaning for consumers Strong POD within category Sustainable solution with reusable, machine- washable dust cover and >90% recycled-plastic Sustainable dusting made easy! Strong branding and visibility Over 9,000 eye-catching displays for launch in Europe to drive shopper engagement SUPERDUSTER PROVES GROWTH POTENTIAL OF CONSUMER-RELEVANT INNOVATION 23 9M 2025 9M 2026 Product Group Dust +22% Investor Presentation November 26
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Moving 09/2025 Moving 09/2026 BLACK DIAMOND LINE SUCCESSFUL BLACK LINE EXTENDED TO CONTINUE GROWTH MOMENTUM +11% BLACK DIAMOND LINE extended to best-selling cleaning products Investor Presentation 24 November 26
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PEGASUS ROCKSOLID SETS BENCHMARK FOR QUALITY & CUSTOMER VALUE 25Investor Presentation Market launch successful November 26
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OUTLOOK: FOCUS PROGRAM AFFECTS NEAR-TERM EARNINGS, STRENGTHENS LONG-TERM PROFITABILITY Investor Call November 26Investor Presentation 26
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2026: MORE CHALLENGING ENVIRONMENT – CLEAR STRATEGIC RESPONSE Investor Presentation 27 CHALLENGING ECONOMIC ENVIRONMENT • Middle East conflict impact remains highly uncertain and drives energy and commodity prices as well as volatility of supply chains • Consumer demand in non-food categories remains weak • Clear focus on core business mechanical cleaning and laundry care • Continued innovation pipeline in 2027 • Further rollout of the new brand identity to support product innovations GROWTH: ACTIVELY DRIVING DEMAND • FOCUS program strengthens the Group’s competitiveness, profitability, and resilience • Special items of up to 9.6 m€ in total(approx. 5.4 m€ impact on earnings in 2026) • 2028+: Recurring annual cost savings of at least 8 m€ EFFICIENCY AND RESILIENCE November 26
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EXECUTING OUR STRATEGY TO ACHIEVE VISION 2030+ 2025 – 2028 Improve Efficiency, Enable Growth • Accelerate growth in core categories and markets • Strengthen brands, innovation and digital model • Implement FOCUS and improve efficiency Actual 2025: Sales: 233 m€ EBIT: 10.0 m€ EBIT margin: 4.3% FCF: 6.4 m€ Mid-term potential: Sales growth: ~3-6% CAGR EBIT margin: ~7-10% 2028 – 2030+ Accelerate Profitable Growth • Build market shares in mechanical cleaning and drying towards leadership Forecast 2026: Mid-single-digit sales decrease EBIT: -5 to -6 m€ EBIT before special items: 1 to 2 m€ FCF: -1 to -2 m€ Investor Presentation 28November 26 Vision 2030+ European branded leader in mechanical cleaning ang drying Sales: >300 m€ EBIT-Margin: >10%
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2026 FORECAST ADJUSTED: MID-SINGLE- DIGIT DECREASE IN TURNOVER WITH EARNINGS IMPACTED BY ONE-OFF EFFECTS Forecast 2026 Group turnover mid-single-digit decrease (2025: 232.6 m€) Turnover Household mid-single-digit decrease (2025: 193.0 m€) Turnover Wellbeing high-single-digit decrease (2025: 12.6 m€) Turnover Private Label mid-single-digit growth (2025: 27.0 m€) Group EBIT in a corridor of -5 to -6 m€ (2025: 10.0 m€ ) Free Cashflow in a corridor of -1 to -2 m€ (2025: 6.4 m€ ) November 26Investor Presentation 29
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LEIFHEIT POSITIONED FOR PROFITABLE GROWTH AND ATTRACTIVE SHAREHOLDER RETURNS Strong brand in attractive core categories: become European branded leader and specialist in strong core business Potential to expand: strong brand, growth potential in Europe, growth from Innovation and new e-com | digital acceleration Lean, efficient production and logistics to support profitability and cash Attractive capital allocation and financial outlook for shareholder return 1 2 3 4 November 26Investor Presentation 30
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YOUR QUESTIONS, PLEASE. Investor Call November 26Investor Presentation 31
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ANNEX November 26Investor Presentation 32
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LEIFHEIT GROUP STRUCTURE Household Wellbeing Private Label Laundry Care Cleaning Kitchen Goods Kitchen + Personal Scales Kitchen Goods Standing Dryers Laundry Care 49% Cleaning 34% Kitchen Goods 12% Wellbeing 5% Turnover by product category 9M 2026 Germany 39% Central Europe 46% Eastern Europe 14% Rest of World 1% Turnover by region 9M 2026 Investor Presentation 33 Annex November 26
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-1 LONG-TERM FINANCIAL OVERVIEW Annex 2021 2022 2023 2024 2025 Group turnover m€ 288.3 251.5 258.3 259.2 232.6 Profitability Gross margin % 42.3 38.7 42.1 44.5 45.1 Cash flow from operating activities m€ 16.4 14.0 20.8 28.5 15.6 Free cash flow m€ 9.6 8.8 12.1 14.2 6.4 EBIT m€ 20.1 2.8 6.0 12.1 10.0 EBIT margin % 7.0 1.1 2.3 4.7 4.3 EBT m€ 19.3 2.3 4.7 11.3 8.7 Net result for the period m€ 14.2 1.2 3.2 8.0 6.2 ROCE % 13.8 1.8 4.5 9.8 8.2 November 26Investor Presentation 34
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LONG-TERM FINANCIAL OVERVIEW Annex 1 Not including repurchased treasury shares 2 Dividend proposal 2021 2022 2023 2024 2025 Per share Net result for the period, EPS1 € 1.49 0.13 0.34 0.85 0.68 Free cash flow € 1.00 0.92 1.27 1.51 0.70 Dividend Special dividend € € 1.05 -- 0.70 -- 0.95 0.10 1.15 0.05 0.502 0.702 Investments m€ 7.3 5.4 8.9 14.5 9.6 Depreciation m€ 7.8 7.5 9.0 7.7 8.1 31/12/2021 31/12/2022 31/12/2023 31/12/2024 31/12/2025 Employees No. 1,080 1,063 1,020 993 965 Balance sheet total1 m€ 238.8 216.1 203.6 205.0 185.8 Equity m€ 111.3 112.5 103.8 98.7 92.9 Equity ratio % 46.6 52.0 51.0 48.2 50.0 Liquidity m€ 38.1 36.3 41.3 41.4 32.6 November 26Investor Presentation 35
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La Loupe/F (Herby) • About 75 employees • Manufacturing of wall and tower dryers Paris/F (Leifheit/Birambeau) • About 20 employees • Marketing, sales and administration Blatná/CZ (Leifheit) • About 380 employees • Manufacturing of tower dryers, wall dryers and floor wipers • Logistic center Eastern Europe (LDE) Zuzenhausen/D (Leifheit) • About 100 employees • Logistics center Central Europe (LDC) Nassau/D (Leifheit/Soehnle) • About 260 employees • Marketing, sales, development, quality assurance, central administration • Manufacturing of rotary dryers, vacuum jugs, roll holders and floor wipers Head office and branches Sales region Annex EUROPEAN PRODUCTION & LOGISTIC FOOTPRINT STRENGTHENS RESILIENCE Operating in more than 80 countries with 14 own branches Chablis/F (Leifheit/Birambeau) • About 40 employees • Logistic center Western Europe (LDW) November 26Investor Presentation 36
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LEIFHEIT – OVER 65 YEARS OF IDEAS THAT MAKE LIFE EASIER Annex 2008 • Takeover of 60% of Herby/F 2010 • Takeover of the remaining shares of Herby/F 2012 • Termination of the license agreement with Dr Oetker Bakeware 1984 • IPO of Leifheit AG 1970 • Annual production of carpet sweepers reaches 2 m units, Leifheit becomes European market leader 1959 • Foundation 1988 • License agreement for Dr Oetker Bakeware • Acquisition of Spirella and Kleine Wolke (bathroom furnishings and -accessories) 1972 • Takeover of Leifheit by ITT (U.S.) 2010 • Sale of the business unit ‘bathroom’ including the brands Spirella, Kleine Wolke and Meusch 1970 1980 1990 20001960 1998 • Takeover of 34.6% of the shares of Birambeau/F 1995 • Start of the new production plant in Blatná/CZ 2010 2001 • Takeover of Soehnle Group 2006 • Takeover of the remaining shares of Birambeau/F 2020 2017 • Capital increase from company funds 2030 2024 • 40 years of Linomatic rotary dryer 2023 • Launch of the new logistics centre in Chablis, France 2024 New corporate strategy November 26Investor Presentation 37
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Cleaning Kitchen goods Laundry care Wellbeing Spontex Rival Tonkita Vileda Swiffer Vileda Wenko Metaltex Brabantia Gimi Rörets Blome StewiJuwel Artweger Brabantia Oxo Fackelmann WMFTescoma Gefu LurchRösleZyliss Westmark Emsa Tefal ADE Sanitas Tanita Bosch Terraillon Laica Beurer Homedics Kärcher Withings EUROPEAN COMPETITORS BY CATEGORY Annex November 26Investor Presentation 38
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10.94% 9.01% 0.40% 0.05% 19.97% 4.96% 3.15% 51.52% Non free float shareholders1 20.40% Free float1,2 79.60% Annex 1 Definition of German stock exchange for indices 2 Including shareholdings of the management board 3 Shares converted based on the most recent voting rights notification following the 2025 capital reduction. Shareholder structure November 2026 MKV Verwaltungs GmbH, Grünwald (GER) 10.94%3 Ruthild Loh, Haiger (GER) 9.01%3 Leifheit AG Nassau (GER), treasury shares 0.40% Employee shares subject to a lock-up period 0.05% Alantra EQMC Asset Management, SGIIC, SA, Madrid (ES) 19.97% Gerlin Participaties Coöperatief U.A., Maarsbergen (NL) 4.96% LBBW Asset Management Investmentgesellschaft mbH (GER) 3.15% November 26Investor Presentation 39 SIGNIFICANT FREE FLOAT AND INTERNATIONAL INVESTORS
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FINANCIAL CALENDAR AND CONTACT 23-24 November 2026 German Equity Forum 2026, Frankfurt/Main 31 March 2027 Annual Report 2026 & Analyst Conference 5 May 2027 Quarterly statement for the period ending 31 March 2027 26 May 2027 Annual General Meeting 5 August 2027 Half-year report 2027 4 November 2027 Quarterly statement for the period ending 30 September 2027 Corporate Communications / Investor Relations Phone: +49 2604 977-218 E-Mail: ir@leifheit.com www.leifheit-group.com Annex Financial calendar Contact November 26Investor Presentation 40