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9M 2026 Analyst Presentation Dr. Alexander Sagel, CEO Anja Mänz-Siebje, CFO 5 November 2026 We power freedom.
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Trusted Partner 1 9M 2026 OVERVIEW Key orders received in Q3 2026 Leopard 2 (MBT + family vehicles) / transmissions ~ €130mRecord 9M order intake – continued strong international demand for land and naval platforms further strengthens revenue visibility Capacity expansion in Rheine and Augsburg – scaling up production to support timely conversion of order backlog into revenue David Brown Defence acquisition completed – strengthening RENK’s position in naval gearboxes and expanding its presence across the Five Eyes nations Binding agreement signed to sell our Slide Bearings business to Miba AG – advancing RENK’s portfolio transformation Highlights ~ €30m VTA spare parts Puma 2nd batch / final drives ~ €21m HISAR OPV + FAC ~ €19m RENK Group AG | 9M 2026 Conference Call Patria TRACKX / transmissions ~ €30m Strong 9M performance with important progress in strategy execution
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Trusted Partner 2 Operating leverage drives further margin expansion 9M 2026 OVERVIEW 23% 77% Aftermarket New build / aftermarket (5) 61% 39% REVENUE BY NEW BUILD/ AFTERMARKET (LTM) Aftermarket (9M 25 LTM: 36%) New Build (9M 25 LTM: 64%) Order intake – strong international demand drives a book-to-bill of 1.7x, further strengthening revenue visibility Revenue – growth in line with customer delivery schedules supports achievement of FY 2026 guidance Adjusted EBIT – operating leverage, strong execution and efficiency gains drive further margin expansion ORDER INTAKE 9M 2026 REVENUE 9M 2026 ADJ. EBIT 9M 2026 ADJ. EBIT MARGIN 9M 2026 REVENUE BY END MARKETS (LTM) Defense (9M 25 LTM: 74%) Civil (9M 25 LTM: 26%) €1,664m +34% YoY €982m +6% YoY €159m +13% YoY +1.0 pp YoY 16.2% RENK Group AG | 9M 2026 Conference Call
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Trusted Partner 3 9M 2026 OVERVIEW 932 1,409 9M 2025 9M 2026 Order Intake (Defense, €m) 690 763 9M 2025 9M 2026 Revenue (Defense, €m) +51% Defense business drives Group growth +11% RENK Group AG | 9M 2026 Conference Call
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Trusted Partner 4 9M 2026 OVERVIEW Growing order backlog strengthens long-term revenue visibility 2.9 Fixed Order Backlog(2) 1.1 Frame Order Backlog(3) 3.6 Soft Order Backlog(4) 7.6 Total Order Backlog 2.1x 0.8x 2.5x 5.3x Total Order Backlog (9M-26), €bn 25% 29% 19% 27% Platforms (examples) GER EMEA (ex GER) APAC Americas LTM revenue coverage(1) 2.3 (FY-25) 0.9 (FY-25) 3.6 (FY-25) Regional Split 6.7 (FY-25) RENK Group AG | 9M 2026 Conference Call
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Trusted Partner 5 Start of PMI M&A Update – Consequent execution of our sector and M&A strategy 9M 2026 OVERVIEW RENK Group AG | 9M 2026 Conference Call Signing of Binding Agreement Closing Signing of Binding Agreement 2027 Closing Acquisition of David Brown Defence Note: Slide Bearings disposal is subject to customary regulatory approvals. Sale of the Slide Bearings Business FOCUS ON CORE 03 July 2026 expected within the next 12 months22 October 2026 02 November 2026 CONSOLIDATE NON-CORE
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Financial Summary Anja Mänz-Siebje, CFO We power freedom.
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Trusted Partner 7 RENK Group: Q3 and 9M-26 profitability is outpacing revenue growth FINANCIAL SUMMARY Revenue, €mOrder intake, €m 9M-25 9M-26 Q3-25 Q3-26 1,246 1,664 325 469 33.6% 44.6% 9M-25 9M-26 Q3-25 Q3-26 928 982 308 345 5.8% 12.1% 1.3x 1.7x YoY growth Book-to-bill ratio(1) RENK Group AG | 9M 2026 Conference Call 1.1x 1.4x Adj. EBIT(2), €m 9M-25 9M-26 Q3-25 Q3-26 141 159 52 61 12.7% 17.2% 15.2% 16.2% 16.8% 17.6% Adj. EBIT margin
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Trusted Partner 8 20,2% FINANCIAL SUMMARY 18.1% 19.9% VMS: Primary engine of Group growth, with adj. EBIT margin above 21% RENK Group AG | 9M 2026 Conference Call 20.0% 21.1% YoY growth Adj. EBIT margin 9M-25 9M-26 Q3-25 Q3-26 904 1,322 223 351 46.2% 57.3% 9M-25 9M-26 Q3-25 Q3-26 579 650 190 232 12.3% 21.9% 9M-25 9M-26 Q3-25 Q3-26 105 129 38 49 23.4% 28.4% Order intake Adj. EBIT(1)Revenue Segment financials, €m
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Trusted Partner 9 Segment financials, €m 11.6% 10.3% YoY growth Adj. EBIT margin FINANCIAL SUMMARY RENK Group AG | 9M 2026 Conference Call 13.4% 11.0% M&I: Strong naval demand drives order momentum despite ongoing weakness in the industrial business YoY growth Adj. EBIT margin 9M-25 9M-26 Q3-25 Q3-26 255 257 72 93 0.9% 28.3% 9M-25 9M-26 Q3-25 Q3-26 268 251 92 86 -6.3% -6.7% 9M-25 9M-26 Q3-25 Q3-26 31 26 12 9 -17.3% -23.1% Order intake Adj. EBIT(1)Revenue
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Trusted Partner 10 Segment financials, €m YoY growth Adj. EBIT margin FINANCIAL SUMMARY Order intake Adj. EBIT(1)Revenue 16.1% 13.6% RENK Group AG | 9M 2026 Conference Call Slide Bearings: Positive Q3 performance marks improvement in a challenging environment 14.9% 15.6% 9M-25 9M-26 Q3-25 Q3-26 96 96 30 32 -0.3% 6.2% 9M-25 9M-26 Q3-25 Q3-26 92 92 29 32 -0.1% 9.1% 9M-25 9M-26 Q3-25 Q3-26 15 12 4 5 -15.5% 14.6% Order intake Adj. EBIT(1)Revenue Slide Bearings: Positive Q3 performance marks improvement in a challenging environment
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Trusted Partner 11 Increase in adjustments related to the termination of the F-126 frigate project and higher M&A activities FINANCIAL SUMMARY For the period, €m 1 2 9M-25 Operating profit (EBIT) 95.5 Purchase price allocation effects 33.6 9M-26 77.7 32.9 Operating profit before PPA depreciation and amortization as well as income / losses from PPA asset disposals 129.1 110.7 Adjustments 11.9 Adj. EBIT 141.0 158.8 Depreciation, amortization and impairment losses (excluding purchase price allocation effects) 25.3 26.3 Adj. EBITDA 166.3 185.2 48.1 RENK Group AG | 9M 2026 Conference Call
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Trusted Partner 12 Net working capital, €m 268 391 (117) (258) Dec-24 375 436 (144) (322) Dec-25 323 527 (148) (369) Sep-26 284 345 332 Customer receivables(1) Prepayments received(2) Inventories Trade payables Net working capital develops positively despite inventory build-up ahead of Q4 deliveries FINANCIAL SUMMARY 24.9% 25.2% 23.4%% of LTM revenue RENK Group AG | 9M 2026 Conference Call
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Trusted Partner 13 Free Cash Flow more than doubled due to favorable NWC development FINANCIAL SUMMARY Key Free Cash Flow item, €m RENK Group AG | 9M 2026 Conference Call 9M-2025 EBIT 95.5 Depreciation and amortization of intangible assets and property, plant and equipment (including PPA depreciation and amortization) 58.2 9M-2026 77.7 59.3 EBITDA 153.8 137.0 Interest received 1.3 Interest payments and transaction costs 1) (20.5) (22.2) Income taxes paid (9.4) (51.6) Change in net working capital (70.8) 16.2 1.8 in €m Change in inventories (80.7) (85.0) Change in trade receivables and contract assets 2) (50.0) 55.7 Change in trade payables 14.3 3.5 Changes in contract liabilities and customer prepayments received 3) 45.6 41.9 Capital expenditure on property, plant and equipment and intangible assets (16.0) (31.2) Other 4) (12.5) 3.1 Free Cash Flow 25.8 53.1 80.6% 69.2%CCR LTM 5) %
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Outlook Dr. Alexander Sagel, CEO We power freedom.
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Trusted Partner 15 2026 guidance update excluding discontinued Slide Bearings business – upper half of revised adj. EBIT range still targeted OUTLOOK Main operational levers Q4 Strongly back-end loaded FY 2026 Strict delivery and revenue conversion based on customer contracts Updated Guidance 2026* New: €240-255m Old: €255-285m Adj. EBIT New: ~ €1.4bn Old: >€1.5bn Revenue RENK Group AG | 9M 2026 Conference Call Roll out of the modular assembly line concept to aftermarket & MRO lines * Continuing operations only
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Trusted Partner 16 RENK on track to hit order intake target for 2026 OUTLOOK Order Intake Development 2026 (in €m) 96 9M-26a Q4-26e FY-26e Visibility 1,664 ~2,000~300-400 Expected key order intake Q4-26 (examples) MEKO A200 (F-128), TF-2000 PzH 2000 M88 AVDS engines K2 MBT and family vehicles International Main Battle Tank and Leo family vehicles RENK Group AG | 9M 2026 Conference Call Leopard 2 Spare Transmissions RENK Group ex SB Slide Bearings
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Trusted Partner 17 Key takeaways 1 Record 9M order intake – supported by continued strong international demand for land and naval platforms, further strengthening revenue visibility 3 Capacity ramp-up – supporting backlog conversion into revenue and adj. EBIT while remaining flexible to adapt to changes in demand 4 2026 guidance updated to reflect the planned sale of the Slide Bearings business – upper half of the updated adj. EBIT range still targeted 2 Further significant margin expansion – supported by strong operational execution, particularly in VMS RENK Group AG | 9M 2026 Conference Call Portfolio – Major steps taken to execute our strategy 5 OUTLOOK
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Trusted Partner 18 RENK Group AG | 9M 2026 Conference Call IR Events Calendar December JanuaryNovember • Goldman Sachs 18th Annual Industrials & Autos Week, London (01 Dec) • RENK CEO Strategy Update (08 Dec) • BofA Industrials Xmas Call Series, virtual (11 Dec) • DZ Bank Defence Expert Day, Frankfurt (15 Dec) • DZ Bank Roadshow, Hamburg (06 Nov) • UBS European Conference, London (10 Nov) • Citi Defence Conference, London (19 Nov) • Deutsche Börse Eigenkapitalforum, Frankfurt (24 Nov) • Berenberg European Conference, Windsor (30 Nov) • Oddo BHF/Commerzbank German Investment Seminar, New York (11-12 Jan) • Deutsche Bank US Roadshow (13-15 Jan) • UniCredit / Kepler Cheuvreux German Corporate Conference, Frankfurt (19-20 Jan) OUTLOOK
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RENK Group / Company presentation / March 2023 Q&A Session We power freedom.
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RENK Group / Company presentation / March 2023 Your contact Investor Relations: Maximilian König, Head of Investor Relations Phone: +49 821 5700 9302 E-Mail: maximilian.koenig2@renk.com Julia Brand, Senior IR Manager Phone: +49 821 5700 735 E-Mail: julia.brand@renk.com Christian Weiß, Senior IR Manager Phone: +49 821 5700 9279 E-Mail: christian.weiss2@renk.com Events Publications
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Trusted Partner 21 By accessing this presentation, you agree to be bound by the following limitations. This presentation has been prepared for information and background purposes only. It does not constitute or form part of, and should not be construed as, an offer of, a solicitation of an offer to buy, or an invitation to subscribe for, underwrite or otherwise acquire, any securities of RENK Group AG (the "Company", and together with its subsidiaries, the "Group"), nor should it or any part of it form the basis of, or be relied on in connection with, any contract to purchase or subscribe for any securities of the Company or with any other contract, commitment or investment decision whatsoever. Certain financial data included in this presentation consists of non-IFRS financial measures. These non-IFRS financial measures may not be comparable to similarly titled measures presented by other companies, nor should they be construed as an alternative to other financial measures determined in accordance with IFRS. You are cautioned not to place undue reliance on any non-IFRS financial measures included herein. Past events or performances should not be taken as a guarantee or indication of future events or performance. Financial information presented in parentheses denotes the negative of such number presented. Any assumptions, views or opinions (including statements, projections, forecasts or other for-ward-looking statements) contained in this presentation represent the assumptions, views or opinions of the Company as of the date indicated and are subject to change without notice. All information not separately sourced is from Company data and estimates. To the extent available and unless denoted otherwise, the industry and market data contained in this presentation has been derived from Company estimates as well as official or third-party sources. Market and market share data has been derived from Company estimates as well as official or third-party sources. Market and market share data are based on company internal estimates derived from continuous analysis and aggregation of local management feedback on market share and ongoing market development. Third party industry publications, studies and surveys generally state that the data contained therein have been obtained from sources believed to be reliable, but that there is no guarantee of the accuracy or completeness of such data. While the Company believes that each of these publications, studies and surveys has been prepared by a reputable source, the Company has not independently verified the data contained therein. In addition, certain of the industry and market data, if not labelled otherwise, contained in this presentation are derived from the Company's internal research and estimates based on the knowledge and experience of its management in the markets in which it operates. The Company believes that such research and estimates are reasonable and reliable, but their underlying methodology and assumptions have not been verified by any independent source for accuracy or completeness and are subject to change without notice. Accordingly, undue reliance should not be placed on any of the industry or market data contained in this presentation. Information contained in this presentation related to past performance is not an indication of future performance. The information in this presentation is not intended to predict actual results, and no assurances are given with respect thereto. Certain Information included in this Presentation is taken or derived from third-party market studies or reports. Market studies are usually based on certain assumptions and expectations that may not be accurate or appropriate, and their methodology is by nature predictive and speculative and therefore subject to uncertainties. The data reflected in market studies is typically based on other industry publications as well as market research, which itself is based on sampling and subjective judgments by both the researchers and the respondents, including judgments about what types of products and transactions should be included in the relevant market. Accordingly, market studies generally state that the information contained therein is believed to be accurate but that no representation or warranty is given by the market study provider as to the accuracy or completeness of such information and that the opinions and analyses provided in the relevant market study are not representations of fact. The information contained in this presentation has not been independently verified, and no representation or warranty, express or implied, is made by the Company nor its affiliates, advisers, connected persons or any other person as to the fairness, accuracy, completeness or correctness of the information contained herein, and no reliance should be placed on it. Neither the Company nor its affiliates, advisers, connected persons, and/or any third-party provider of industry and market data referred to in this Presentation (including Roland Berger) or any other person accepts any liability for any loss howsoever arising (in negligence or other-wise), directly or indirectly, from this presentation or its contents or otherwise arising in connection with this presentation. This shall not, however, restrict or exclude or limit any duty or liability to a personunder any applicable law or regulation of any jurisdiction which may not lawfully be disclaimed (including in relation to fraudulent misrepresentation). This presentation includes "forward-looking statements". These statements contain the words "anticipate", "believe", "intend", "estimate", "expect" or words of similar meaning. All statements other than statements of historical facts included in this presentation, including, without limitation, those regarding the Company's financial position, business strategy, plans and objectives of management for future operations (including cost savings and productivity improvement plans) are forward-looking statements. By their nature,such forward-looking statements involve known and unknown risks, uncertainties and other important factors that could cause the actual results, performance or achievements of the Company to be materially different from results, performance or achievements expressed or implied by such forward-looking statements. Such forward-looking statements are based on numerous assumptions regarding the Company's present and future business strategies and the market environment in which the Company will operate in the future. These forward-looking statements speak only as of the date of this presentation. Each of the Company, the relevant subsidiaries and their respective agents, employees and advisers, expressly disclaims any obligation or undertaking to update any forward-looking statements contained herein. You are urged to consider these factors carefully in evaluating the forward-looking statements in this presentation and not to place undue reliance on such statements. The information contained in this presentation is provided as of the date of this presentation and is subject to change without notice. For further details, please refer to the footnotes section at the end of the presentation. Disclaimer
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APPENDIX We power freedom.
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Trusted Partner 23 Income statement Note: Due to commercial rounding of amounts on the basis of € million, minor deviations may occur on addition For the period, €m Q3 2025 Q3 2026 Revenue 927.7 982.0 Cost of sales (705.1) (741.4) Gross profit 222.7 240.6 Distribution expenses (51.1) (55.5) General and administrative expenses (72.7) (89.2) Net allowances on financial assets 0.2 (12.6) Other income 11.3 8.9 Other expenses (14.7) (14.5) Operating profit 95.5 77.7 Interest expense (26.2) (37.0) Other financial result (9.9) 4.3 Financial result (36.1) (32.7) Profit / loss before tax 59.4 45.1 Income taxes (4.0) (19.5) Profit / loss after tax 55.5 25.6 RENK Group AG | 9M 2026 Conference Call FINANCIAL APPENDIX
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Trusted Partner 24 Balance sheet – Total assets Note: Due to commercial rounding of amounts on the basis of € million, minor deviations may occur on addition As of, €m Dec 31, 2025 Sep 30, 2026 Intangible assets 310.0 283.5 Property, plant and equipment 339.8 348.6 Other and financial investments 0.8 0.8 Deferred tax assets 29.2 31.4 Other non-current financial assets 0.4 0.0 Other non-current receivables 22.7 25.5 Non-current assets 703.0 689.8 Inventories 436.0 526.5 Trade receivables 214.8 199.3 Contract assets 165.9 151.2 Current income tax receivables 9.3 12.3 Other current financial assets 7.9 9.2 Other current receivables 18.6 21.6 Cash and cash equivalents 152.1 147.0 Current assets 1,004.5 1,067.2 Total 1,707.5 1,757.0 RENK Group AG | 9M 2026 Conference Call FINANCIAL APPENDIX
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Trusted Partner 25 Balance sheet – Total equity and liabilities Note: Due to commercial rounding of amounts on the basis of € million, minor deviations may occur on addition As of, €m Dec 31, 2025 Sep 30, 2026 Share capital 100.0 100.0 Capital reserves 174.5 176.0 Retained earnings 193.3 160.3 Cumulative other comprehensive income 17.0 33.5 Equity attributable to shareholders of RENK Group AG 484.7 469.8 Equity attributable to non-controlling interests 5.3 5.2 thereof share of non-controlling interests in consolidated net income 0.9 0.6 Equity 490.0 474.9 Non-current financial liabilities 528.3 464.7 Pension provisions 2.9 2.9 Deferred tax liabilities 57.2 57.7 Contract liabilities, non-current 105.5 161.7 Other non-current provisions 12.3 13.3 Other non-current financial liabilities 3.4 0.3 Other non-current liabilities 0.1 0.1 Non-current liabilities and provisions 709.7 700.7 Current financial liabilities 7.0 82.2 Income tax liabilities 40.4 18.6 Trade payables 143.9 148.2 Contract liabilities, current 220.0 228.6 Other current provisions 43.5 44.7 Other current financial liabilities 2.7 3.1 Other current liabilities 50.3 55.9 Current liabilities and provisions 507.8 581.4 Total 1,707.5 1,757.0 RENK Group AG | 9M 2026 Conference Call FINANCIAL APPENDIX
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Trusted Partner 26 Cash flow statement For the period, €m Note: Due to commercial rounding of amounts on the basis of € million, minor deviations may occur on addition Q3 2025 Q3 2026 Cash and cash equivalents at beginning of reporting period 164.3 152.1 Profit / loss before tax (including profit / loss attributable to non-controlling interests) 59.5 45.1 Income tax paid (9.4) (51.6) Depreciation, amortization and impairment of intangible assets and property, plant and equipment 58.2 59.3 Change in pension provisions 2.7 1.9 Gains / losses on disposal of assets – 1.1 Other non-cash expenses and income (2.5) (1.4) Change in inventories (80.7) (85.0) Change in other assets (63.9) 31.4 Change in (contract-) liabilities 54.7 69.2 Change in other provisions 6.4 2.0 Financial result 36.1 32.7 Cash flow from operating activities 61.1 104.7 Capital expenditure on property, plant and equipment and intangible assets (16.0) (31.2) Proceeds from disposals of property, plant and equipment and intangible assets 0.5 2.5 Payments for the acquisition of subsidiaries or other business units less acquired cash and cash equivalents (29.7) 1.0 Cash flows from restricted cash (2.0) 1.0 Interest received 1.3 1.8 Cash flow from investing activities (46.0) (24.9) Payment from the repayment of bonds – (525.0) Proceeds from borrowings – 525.0 Payment of dividends to shareholders of RENK Group AG (42.0) (58.0) Payment of dividends to non-controlling interests (0.7) (0.9) Change in cash-pool liabilities – 0.0 Lease payments (2.3) (2.8) Interest payments and transactions costs (20.5) (22.2) Cash flow from financing activities (65.5) (83.9) Effect of exchange rate changes on cash and cash equivalents (6.1) (0.9) Change in cash and cash equivalents (56.5) (5.0) Cash and cash equivalents at end of period 107.8 147.0 Restricted cash 3.2 2.5 Gross liquidity at end of period 111.0 149.5 Gross liquidity at end of period (515.9) (526.1) Net liquidity at end of period (404.9) (376.7) RENK Group AG | 9M 2026 Conference Call FINANCIAL APPENDIX
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Trusted Partner 27 Adjustments For the period, €m 9M-25 Operating profit 95.5 Purchase price allocation effects 33.6 9M-26 77.7 32.9 Operating profit before PPA depreciation and amortization as well as income / losses from PPA asset disposals 129.1 110.7 M&A activity related costs 2.5 Implementation of Process Standards 0.0 6.8 Global system improvements 6.0 2.0 13.2 Severance provision 0.0 1.1 Other adjustments 3.4 2.6 Adj. EBIT 141.0 158.8 Depreciation, amortization and impairment losses (excluding purchase price allocation effects) 25.3 26.3 RENK Group AG | 9M 2026 Conference Call Adj. EBITDA 166.3 185.2 FINANCIAL APPENDIX Value adjustments for customer projects 0.0 22.6 Note: Due to commercial rounding of amounts on the basis of € million, minor deviations may occur on addition
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Trusted Partner 28 Endnotes p.4 (1) Defined as total order backlog as of September 26 / LTM revenue for the period ended September 30, 2026. Total order backlog comprised of fixed order backlog, frame order backlog and soft order backlog (2) Fixed order backlog represents with respect to binding customer contracts and purchase orders concluded and/or received the portion of the associated transaction price for which the amount of revenue has not yet been recognized in accordance with IFRS (3) Frame order backlog includes signed frame contracts with fixed annual volumes or volume estimates based on customer information or historical call offs over the entire contract duration, booked for the period of the frame contract term. The numbers as of September 30, 2026 include a contract with the character of a binding follow-up contract with the amount of €0.5bn (4) Soft order backlog includes estimated volumes of sole source projects and successor business until 2030 based on public information and customer information for the period October 2026 to September 2030 p.7 (1) Book-to-bill ratio defined as order intake / revenue (2) Adj. EBIT is defined as operating profit before the PPA depreciation and amortization as well as income / losses from PPA asset disposals and adjusted for certain items which management considers to be exceptional or non-recurring in nature. Adj. EBIT margin is defined as adj. EBIT divided by revenue. For a detailed breakdown of adjustments, please refer to the page “Adjustments” in the appendix p.8-10 (1) Adj. EBIT is defined as operating profit before the PPA depreciation and amortization as well as income / losses from PPA asset disposals and adjusted for certain items which management considers to be exceptional or non-recurring in nature. Adj. EBIT margin is defined as adj. EBIT divided by revenue p.12 (1) Comprises contract assets and trade receivables excluding customer prepayment receivables (2) Comprises contract liabilities excluding liabilities from customer prepayment receivables p.13 1) In the prior year no transaction costs were recognized; these will arise only in 2026 as a result of refinancing 2) Changes in receivables from customer prepayments amounting to -22,165 thousand € (prior year: -10,871 thousand €) are reported under “Other.” 3) Changes in liabilities from customer prepayments totaling €18,164 thousand (previous year: €6,773 thousand) are reported under “Other. 4) Other reconciling items include changes in provisions, other receivables, and liabilities to the extent that these are not attributable to NWC, as well as other cash and non-cash effects of minor significance 5) CCR LTM is defined as Free cash flow in relation to adjusted net income, both based on last twelve months RENK Group AG | 9M 2026 Conference Call