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< 1 > Your partner wherever you drive PRELIMINARY FIGURES FY 2025 February 18, 2026
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< 2 >FY 2025 Preliminary Financial Publication Solid profitability in challenging market environment Sales • Q4 2025 organic sales were ~ 4% above PY with OE sales declining only slightly yoy as weaker demand from North America and APAC was compensated by improved sales in EMEA; negative FX effects of around ~ 4% yoy • Subdued OE demand particularly in North America and APAC led to organic decline in sales of ~ 7% yoy in FY 2025 while aftermarket business developed robustly; FX effects were negatively impacting topline by ~ 2% yoy Group sales (in EUR mn) Group adj. EBIT and margin (in EUR mn and %) Adj. EBIT and margin • Adj. EBIT margin in Q4 improved sequentially due to improved fixed-cost absorption as well as catch-up effect from compensation of tariff expenses in former periods • FY 2025 profitability was impacted by negative FX valuation effects; however, strict cost discipline, ongoing Haldex synergies and a favorable product mix underpinned again margin resilient business model 0 5 10 15 0 50 100 150 200 15.2 10.5 Q4 13.3 9.5 Q1 12.8 9.1 Q2 13.2 9.1 Q3 14.2 10.1 Q4 44.4 42.7 40.3 38.1 43 0 2 4 6 8 10 12 0 500 1,000 1,500 Q4 Q1 Q2 Q3 Q4 424.3 449.2 442.4 417.2 426 ±0% 2024 2025 2024 2025 73.1 73.1 1,876.7 1,734 -8% FY 73.1 77.1 2024 2025 0 5 10 15 0 300 400 13.7 10.1 13.3 9.5 190.5 164 FY 2024 2025 Adj. EBITDA margin Adj. EBIT margin
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< 3 >FY 2025 Preliminary Financial Publication ~ 48% ~ 12% ~ 40% Sales split by region and customer segment Group sales split (by region, by customer category) 47.0% 39.8% 13.2% EMEA Americas APAC ~ 12% ~ 53% ~ 35% Q4 2025FY 2024 48.8% 13.3% 37.9% Trailer OE Truck OE Aftermarket Q4 2025FY 2024 ~ 48% ~ 12% ~ 40% ~12% ~ 51% ~ 37% FY 2025 FY 2025
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< 4 >FY 2025 Preliminary Financial Publication Stabilizing OE markets and resilient profitability Sales • Improved demand resulted in organic growth of ~ 11% yoy in Q4 2025 • Aftermarket business remained strong until the end of the year • FY 2025 organic sales were ~ 3% below PY , in line with market development • Acquisition-related sales from Assali Stefen and Tecma amounted to EUR 23.9mn in FY 2025 EMEA sales (in EUR mn) EMEA adj. EBIT and margin (in EUR mn and %) Adj. EBIT and margin • Adj. EBIT margin improved sequentially in Q4 benefitting from reallocation of intercompany charges (overhead costs) but less than in prior year, additionally FX effects were negatively impacting yoy development • Negative FX valuation effects during FY 2025 as well as higher group cost allocations were partially compensated by strict cost management and a favorable product mix, leading to an adj. EBIT margin of 8.2% -5 0 5 10 0 20 40 60 80 10.1 Q4 7.5 Q1 7.9 Q2 8.2 Q3 9.1 Q4 20.4 16.4 17.5 17.7 20 0 5 10 0 200 400 Q4 Q1 Q2 Q3 Q4 202.7 218.9 223.1 216.8 225 +11% 73.1 73.1 882.8 884 ±0% 73.1 77.1 -2 0 2 4 6 8 10 12 0 20 40 60 80 100 120 140 8.7 8.2 77.1 72 2024 2025 2024 2025 FY 2024 2025 FY 2024 2025
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< 5 >FY 2025 Preliminary Financial Publication Well-managed tariff driven uncertainty with double-digit profitability Sales • Q4 2025 organic sales were ~ 1% below PY , mainlydue to purchasing restraints linked to the US trade policy uncertainties effecting the OE business while aftermarket business remained robust • FX effects led to an ~ 8% yoy decline in sales in Q4 resp. ~ -4% yoy in FY 2025 • Due to low OE demand, particularly in the US, FY 2025 sales organically declined by ~ 9% yoy but were performing slightly better than the market Americas sales (in EUR mn) Americas adj. EBIT and margin (in EUR mn and %) 10.121.0 25.5 Adj. EBIT and margin • Adj. EBIT reflects market softness and increased depreciation from strategic investment in new Rowlett plant which will support future growth and efficiency • Profitability in FY 2025 remained solid as lower fixed-cost absorption and additional costs from new tariffs in Q2 and Q3 were offset by cost cutting activities and retrospective tariff related price adjustments 20.0 17.920.0 17.925.520.1 0 5 10 0 100 200 300 400 Q4 Q1 Q2 Q3 Q4 161.6 176.4 170.1 155.0 148 -9% 0 20 40 60 80 0 5 10 11.0 Q4 11.4 Q1 10.2 Q2 10.0 Q3 11.5 Q4 17.9 20.1 17.4 15.5 17 73.1 73.1 747.3 649 -13% 73.1 77.1 -5 0 5 10 0 20 40 60 80 100 120 11.3 10.8 84.4 70 2024 2025 2024 2025 FY 2024 2025 FY 2024 2025
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< 6 >FY 2025 Preliminary Financial Publication Solid margin despite subdued demand due to trade-related uncertainties Sales • Domestic demand in India further stabilized in Q4 2025, while overall organic sales were ~ 3% below the PY , reflecting tariff- related uncertainties from ASEAN trailer customers • In addition, FX rate fluctuations were negatively impacting topline by ~ 10% yoy in Q4 2025 • Due to subdued trailer demand esp. in India in H1, FY 2025 organic sales were ~ 12% below PY while FX effects led to a sales decline of ~ 6% APAC sales (in EUR mn) APAC adj. EBIT and margin (in EUR mn and %) Adj. EBIT and margin • Despite lower topline compared to PY , profitability in Q4 slightly improved due to strict cost management • Compared to Q3 2025, profitability was impacted by reallocation of intercompany charges • 12th quarter in a row with double-digit adj. EBIT margin despite market softness and tariffs, ending the year with a solid profitability 0 5 10 0 50 100 Q4 Q1 Q2 Q3 Q4 60.0 53.9 49.2 45.5 52 -13% 10.121.0 25.5 20.0 17.920.0 17.925.520.1 -5 0 5 10 0 5 10 15 20 25 10.1 Q4 11.4 Q1 10.8 Q2 10.8 Q3 10.3 Q4 6.1 6.2 5.3 4.9 5 73.1 73.1 246.6 201 -18% 73.1 77.1 -5 0 5 10 0 10 20 30 40 50 11.7 10.8 29.0 22 2024 2025 2024 2025 FY 2024 2025 FY 2024 2025
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< 7 >FY 2025 Preliminary Financial Publication Contact and additional information
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< 8 >FY 2025 Preliminary Financial Publication Investor relations contact & financial calendar Issuer & contact SAF-HOLLAND SE Hauptstrasse 26 63856 Bessenbach Dana Unger Vice President Investor Relations, Corporate & ESG Communications Tel: +49 6095 301 – 949 Alexander Pöschl Senior Manager Investor Relations, Corporate & ESG Communications Tel: +49 6095 301 – 117 Marleen Prutky Junior Manager Investor Relations, Corporate & ESG Communications Tel: +49 6095 301 – 592 Email: ir@safholland.de Financial calendar and road show activities February 18, 2026 Publication Preliminary FY Figures 2025 March 19, 2026 Publication Annual Report 2025 May 7, 2026 Publication Quarterly Statement Q1 2025 May 21, 2026 Annual General Meeting August 6, 2026 Publication Half-year Report H1 2025 November 5, 2026 Publication Quarterly Statement Q3 2025
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< 9 >FY 2025 Preliminary Financial Publication Disclaimer * This presentation has been prepared by SAF-HOLLAND SE (“SAF-HOLLAND”) and comprises written materials concerning SAF-HOLLAND. It is furnished to you solely for your information and may not be reproduced or redistributed, in whole or in part, to any other person. It contains summary information only and does not purport to be comprehensive and is not intended to be (and should not be used as) the sole basis of any analysis or other evaluation of SAF-HOLLAND or its business. 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