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SIXT SE INVESTOR PRESENTATION SECOND TEXT LEVEL NOVEMBER 2025 : LOCATION, MONTH 20XX
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LEGAL DISCLAIMER 2INVESTOR PRESENTATION | NOVEMBER 2025 This presentation (together with the presenters’ speeches and any other related verbal or written communications the “Presentation”) contains forward-looking statements relating to the business, financial performance and results of Sixt SE (together with its subsidiaries, the “Company”) and/or the industry in which the Company operates. Forward-looking statements concern future circumstances and results and other statements that are not historical facts, sometimes identified by the words “believes,” “expects,” “predicts,” “intends,” “projects,” “plans,” “estimates,” “aims,” “foresees,” “anticipates,” “targets,” and similar expressions. Forward-looking statements, including assumptions, opinions and views of the Company or cited from third party sources, are solely opinions and forecasts which are uncertain and subject to risks. Actual events may differ significantly from any anticipated development due to a number of factors, including without limitation, changes in general economic conditions, in particular in the Company’s target markets and changes in competition levels. The Company does not guarantee that the assumptions underlying forward-looking statements are free from errors nor does it accept any responsibility for the future accuracy of opinions or any obligation to update the statements in the Presentation to reflect subsequent events. Forward-looking statements are made only as of the date of the Presentation. Neither the delivery of the Presentation nor any further discussions of the Company with any of the recipients thereof shall, under any circumstances, create any implication that there has been no change in the affairs of the Company since such date. Consequently, the Company does not undertake any obligation to review, update or confirm expectations or estimates or to release publicly any revisions to any forward-looking statements to reflect events that occur or circumstances that arise in relation to the content of the Presentation. Furthermore, a totally different performance can ensue from an unexpected slump in demand or economic stagnation in our key markets. The actual development can differ materially from the forecasts made in this Presentation, in case one of the aforementioned risks or other risks not mentioned here should materialize and/or the assumption on which we have based our forecasts and prospects turn out to be wrong. Certain industry and market information in the Presentation and/or related materials has been obtained by the Company from third party sources. The Company has not independently verified such information and neither the Company nor any of its directors provides any assurance as to the accuracy, fairness or completeness of such information or opinions contained in this document and neither the Company nor any of its directors takes any responsibility for such information. This Presentation contains summary information only and does not purport to be comprehensive and is not intended to be (and should not be used as) the basis of any analysis or other evaluation. In addition, the information in the Presentation is subject to change. No representation or warranty (express or implied) is made as to, and no reliance should be placed on, any information, including projections, estimates, targets and opinions, contained herein, and no liability whatsoever is accepted as to any errors, omissions or misstatements contained herein. Due to rounding it is possible that figures may not add up exactly and that half or full year figures do not correspond to added quarterly figures. For the same reason, percentages may not exactly match absolute numbers they correspond to. The Presentation does not constitute or form part of, and should not be construed as, an offer, solicitation or invitation to subscribe for, underwrite or otherwise acquire, any securities of the Company 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, nor shall it or any part of it form the basis of or be relied on in connection with any other investment whatsoever.
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OUR AGENDA 3 01 SIXT AT A GLANCE INVESTOR PRESENTATION | NOVEMBER 2025 02 MARKET OPPORTUNITIES EUROPE AND NORTH AMERICA 03 STRATEGIC POSITION EXPECT BETTER 04 CURRENT TRADING Q3/9M 2025 05 EQUITY STORY WHY INVEST IN SIXT? 06 Q&A SESSION
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4INVESTOR PRESENTATION | NOVEMBER 2025 SIXT AT A GLANCE
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SIXT GROUP REVENUES 2024: 4,002 MEUR (+10.5% vs. PY) SIXT IS A FAST SCALING, GLOBAL & MULTI MOBILITY PRODUCT PLATFORM COMPANY 5INVESTOR PRESENTATION | NOVEMBER 2025 ONE SINGLE LOGIN ONE SINGLE PAYMENT WALLET ALL PRODUCTS AND ALL MARKETS AVAILABLE IN ONE APP GERMANYEUROPE (INCL. GERMANY) NORTH AMERICA +17.2% +17.1% +14.2% +53.5% 2024-2027E 2021-2024 +59.0% +124.8% MARKET GROWTH 1 REVENUE GROWTH RENT-A-CAR BUSINESS +102.0% +84.7% ADDITIONAL MOBILITY PRODUCTS REVENUE GROWTH REVENUE GROWTH 1Automotive and Mobility: Euromonitor from trade sources/national statisti cs - Brand Shares | Global - Latest Owner | Historical | Actuals | Fixed 2024 ex rates. 2021-2024 2021-2024 Abo
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SIXT OFFERS ALL RELEVANT MOBILITY PRODUCTS WITH CAR RENTAL AT ITS CORE - INTEGRATED IN ONE BEST-IN-CLASS-APP 6 ↗ Over 2,000 branches in more than 105+ countries ↗ Access to 350,000+ vehicles1 Short and Term Long Rental SIXT‘S PRODUCTS INTEGRATED IN ONE APP Car subscription ↗ Individual mobility solution with maximum flexibility, calculable costs and many included services. Car sharing and micro mobility ↗ Flexible use of car sharing, e-scooter, e-moped or e-bike in many European countries. Charging solution ↗ Access to more than 550.000 EV charging points. Commercial vehicle solutions ↗ Flexible van and truck rental options for both private and commercial customers. Professional transfer services ↗ Premium chauffeur and taxi services in 700+ cities in more than 45 countries worldwide. INVESTOR PRESENTATION | NOVEMBER 2025 Annual Report 2024 and Company Data; 1including franchise countries; Definition Corporate Countries se e slide 7. 4.8 64K reviews 4.7 95K reviews
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NETWORK EFFECT FUELING SIXT GROUP REVENUE DUE TO OUTBOUND AND INBOUND BUSINESSES 7INVESTOR PRESENTATION | NOVEMBER 2025 GROWTH IN 13 CORPORATE COUNTRIES GROWTH IN >100 FRANCHISE COUNTRIES ONE PLATFORM NETWORK EFFECTS
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8 MARKET OPPORTUNITIES EUROPE AND NORTH AMERICA INVESTOR PRESENTATION | NOVEMBER 2025
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EUROPE IS A CORE MARKET FOR SIXT WITH HUGE GROWTH POTENTIAL IN MAJOR COUNTRIES 9INVESTOR PRESENTATION | NOVEMBER 2025 Corporate Franchise #2 #1 GERMANY SIXT RENTAL MARKET SHARE 20241 (schematic) EUROPE #1 FRANCE ¹Euromonitor International and own estimates. ²Total market size of SIXT corporate countries: Germany, France, United Kingdom, Italy, Spain, Belgium, Netherlands, Luxemburg, Austria, Switzerland. ³Based on 2024 rental revenue. MUNICH AIRPORT NICE PROMENADE DES ANGLAIS EUR 14bn2 MARKET SIZE 18%3 SIXT MARKET SHARE
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INVESTMENTS IN EUROPEAN FOOTPRINT PAY OFF: MEDITERRANEAN HOLIDAY DESTINATIONS DRIVE CUSTOMER EXCITEMENT in Q3/25 10INVESTOR PRESENTATION | NOVEMBER 2025 NEW BRANCH OPENINGS & RELOCATIONS [IT, ES, FR since Q1 2024] TRS PSR CCF EAS REG AIRPORT 6 new airport branches DOWNTOWN 35 new downtown branches MAH TFN ACE more than 20% ADDITIONAL PARKING SPACE AT SPANISH AIRPORTS REVENUE GROWTH +12.9% vs. Q3/24 CORPORATE EBITDA +34.2% vs. Q3/24 PALMA DE MALLORCA AIRPORT LEI
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THE US RENTAL MARKET IS HUGE AND OFFERS STRONG GROWTH OPPORTUNITIES FOR SIXT 11INVESTOR PRESENTATION | NOVEMBER 2025 x14x2.5 USD 41bn US Car Rental Market1 1% MARKET SHARE = USD 410m SIXT REVENUE POTENTIAL 1Euromonitor. NYC TIMES SQUARE
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SIXT FURTHER EXPANDS IN NORTH AMERICA: MARKET SHARE, CUSTOMER SATISFACTION, AND PARTNERSHIPS RISING 12INVESTOR PRESENTATION | NOVEMBER 2025 MIA #1 CAR RENTAL COMPANY ~19% market share in Q3 2025; ranked #1 brand JFK 3RD HIGHEST MARKET SHARE FOR SIXT US ~15% market share in Q3 2025 EWR INCREASED MARKET SHARE Trending at ~13% in Q3 2025 U.S. AIRPORT HIGHLIGHTSAWARDS & PARTNERSHIPS Ranked #3 rental car company in Rental Car Satisfaction Study 2025. Launched SIXT’s first U.S. airline partnership, enabling SkyMiles earn & redeem. Named #1 Rental Car Company in America in 10Best Readers’ Choice Awards. Increased Brand awareness to 28% 1 53 AIRPORT BRANCHES opened so far 1GFK BRAND TRACKING REPORT Q3 2025
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SIXT HAS SIGNIFICANTLY INCREASED ITS REVENUE OVER THE LAST DECADE AND THE GROWTH TRAJECTORY CONTINUES 13INVESTOR PRESENTATION | NOVEMBER 2025 REVENUE 1 EUR m 1Figures for 2014-2019 shown in this presentation excl. Leasing Business Un it sold in 2020; 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E 1,233 1,524 1,708 1,869 2,136 2,501 1,532 2,282 3,066 3,621 4,002 +12% CAGR 2014 - 2024 COVID ~4,250
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14INVESTOR PRESENTATION | NOVEMBER 2025 STRATEGIC POSITION EXPECT BETTER
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COMBINING SCALABILITY WITH ABOVE INDUSTRY AVERAGE PROFITABILITY 15INVESTOR PRESENTATION | NOVEMBER 2025 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 1,000 2,000 3,000 4,000 5,000 HISTORICAL TOTAL REVENUE1 [FIGURES IN MILLION EUR] DEVELOPMENT 2014 – 2024 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 -100 0 100 200 300 400 500 600 HISTORICAL EBT1 [FIGURES IN MILLION EUR] DEVELOPMENT 2014 – 2024 ∅11.3% EBT-MARGIN ERICH SIXT Chairman of the Supervisory Board We don’t want to be the largest mobility player on the planet, but the most profitable one.” ” COVID-19 COVID-19 x3.2 x2.6 1Excluding “Leasing” until sale of Business Unit Leasing on 15 July 2020, 2018 EBT-margin adjusted by sale of DriveNow, 2Based on quarterly and annual reports | Exchange rate: EUR-USD end of year exchange rates. OVERVIEW MAJOR PLAYERS IN GLOBAL CAR RENTAL MARKET 1,2 Bubble: Average Fleet Size FY 2014- FY 2024 -10% -5% 0% 5% 10% 15% 00 2000 4000 6000 8000 10000 EBT Margin [in %] (average FY 2014- 2024) Revenue [in mEUR] (average FY 2014- 2024)
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Higher margin per vehicle due to premium approach. SIXT BUSINESS MODEL IS DESIGNED TO ACHIVE STRONG GROWTH VIA PREMIUM STRATEGY LEADING TO HIGHER MARGINS RESULTING IN STRONG PROFITABILITY 16INVESTOR PRESENTATION | NOVEMBER 2025 PREMIUM STRATEGY HIGH CUSTOMER SATISFACTION SIXT stands out with its premium strategy regarding fleet, services and technology . High customer satisfaction (#1 Rank in NPS in five core markets3). INVESTMENT CAPACITY FOR SCALABLE & PROFITABLE GROWTH …LEADING TO HIGH PREMIUM BRAND -100 0 100 200 300 400 500 600 2014 2020 2024 HISTORICAL EBT [FIGURES IN MILLION EUR] DEVELOPMENT 2014 – 2024 BRAND VALUE1 USD 2.2 BN BRAND AWARENESS2 95% 73% Germany France 57% Spain 48% UK 28% US +20ptssince Nov ‘22 Increasing degree of automation in our pricing systems substantially AI AUTOMATED PRICING SYSTEM HIGHER MARGINS PER VEHICLE SIXT brand as a bold and iconic brand that both consumers and SIXT colleagues love. x2.6 1BrandFinance, Automotive Industry 2024, https://brandirectory.com/rankings/mobility downloaded on 9 April 2024, 2Aided brand awareness; GfK Brand Tracker Apr 24; target group nationally representative aged 18-69 Tracking, 3GfK Brand Tracking, 6-month average, Sixt NPS rank #1 (country of residence, 04/2024): DE, FR, AT, BE, NL, 4Other includes brands with smaller volumes: Jaguar, Cadillac, Infinity, Lexus, Lincoln, Bentley, Genesis, Land Rover, Lucid, Lamborghini, Rivian, Alfa Romeo, Aston Martin We don’t want to be the largest mobility player on the planet, but the most profitable one. ” ” ERICH SIXT Chairman of the Supervisory Board OTHER PREMIUM 4
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17INVESTOR PRESENTATION | NOVEMBER 2025 Variable Fixed >70% of our cost base is variable as we can extend or shorten holding periods for part of our fleet CUSTOMER MIX 2024 [%] 77% 23% COST BASE 2024 [%] -XY month +XY month AROUND 6-9 MONTHS AVERAGE HOLDING PERIODOEMs ↗ No residual value risk ↗ Pre-defined prices ↗ Highly predictable cash generation HIGH NON-RISK Ratio of 79%1 in FY 2024 STRONG BALANCE SHEET DIVERSIFIED BUSINESS COST VARIABILITY RISK RESILIENT FLEET PURCHASE SIXT’S HIGH LEVEL OF RESILIENCE IS ANOTHER KEY DRIVER FOR SUSTAINABLE PROFITABILITY 39% 28%33% DE EU US REVENUE SEGMENTS 2024 [%] 72 28 RETAIL CORPORATE 1Share of vehicles (incl. Van & Truck, excl. URG,GAP,DVR; infleeted in 2024) covered by buyback or leasing agreements including oper ating leases (company data). Non-risk ratio1 Equity ratio Net Financial Debt used for fleet assets 87% 27,8% 100% 79% 21% 32,5% 67,5%
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18INVESTOR PRESENTATION | NOVEMBER 2025 CURRENT TRADING 9M 2025
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EBT EUR m OPERATIONAL PERFORMANCE: CONTINUED GROWTH SERVED WITH A TIGHT FLEET 19 GERMANY EUROPE NORTH AMERICA 9M 2025: EUR 867 M 9M 2025: EUR 1,353 M 9M 2025: EUR 1,038 M +1.0% vs. 9M/24 +13.4% vs. 9M/24 +6.6% vs. 9M/24 INVESTOR PRESENTATION | NOVEMBER 2025 9M 2019 9M 2020 9M 2021 9M 2022 9M 2023 9M 2024 9M 2025 1,913 1,180 1,630 2,322 2,749 3,030 3,265 +71% 7.8% 9M 2024 9M 2025 185,300 196,700 6.2% 281.8 348.2 9M 2024 9M 2025 +23.5% REVENUE [EUR m] FLEET [avg. #] FLEET GROWTH INSIDE DEMAND STRONG UTILIZATION +8.6% in USD 8.8% USD-FX-adjusted
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20INVESTOR PRESENTATION | NOVEMBER 2025 EBT [EUR m / %] ¹The fleet expenses item comprises expenses for current rental operations (e.g. repairs, maintenance and reconditioning). ²Others consists of other operating income and other operating expenses. EBT BRIDGE: PROFITABILITY SIGNIFICANTLY INCREASED 9M/24 REVENUE FLEET EXPENSES¹ PERSONNEL D&A FINANCIAL RESULT OTHERS² 9M/25 281.8 234.9 7.8% -89.5 -13.3% -20.7 -3.9% 93.7 12.5% 3.8 3.4% -155.9 -22.7% 348.2 +23.5% Increase largely driven by catch-up effects on cost inflation Efficiency increase due to ongoing cost discipline and digitization Improvement due to better fleet holding cost. Shift to short term leasing (shown in “Others”) Improvement mainly due to higher short- term leasing share (shown in “Others”) Increase largely driven by higher short-term leasing (-51.4 EURm) and increase in commissions due to higher airport share (-39.7 EURm)
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OUTLOOK: INITIAL FY 2025 GUIDANCE CONFIRMED AND SPECIFIED DESPITE MACRO HEADWINDS 21INVESTOR PRESENTATION | NOVEMBER 2025 Sources: FINANCIAL TIMES (Oct. 16 & 29, 2025); THE WALL STREET JOURNAL (Oct. 14, 2025), THE DAILY ECONOMY (Oct. 7, 2025); CBS NEWS (Oct. 24, 2025); HANDELSBLATT (Oct. 30, 2025); Süddeutsche Zeitung (Sept. 4, 2025 & Nov. 6, 2025) UPDATED OUTLOOK FOR FULL YEAR 2025 REVENUE Around EUR 4.25bn (+~6%) (+~8% based on stable FX-Rates) (previously: 5-10% growth – based on EUR 4.0 bn in FY 2024) EBT MARGIN In the area of 10%
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Q3/9M HIGHLIGHTS: RECORD REVENUE, SIGNIFICANT EARNINGS INCREASE AND FY 2025 GUIDANCE CONFIRMED 22INVESTOR PRESENTATION | NOVEMBER 2025 ¹ Q3 2025: PROFIT INCREASED EBT INCREASE OF 4.9% VS. Q3 2024 IMPROVED FLEET HOLDING COST FY 2025: GUIDANCE CONFIRMED AND SPECIFIED REVENUE APPX. EUR 4.25BN EBT MARGIN IN THE AREA OF 10% 9M 2025: STRONG PERFORMANCE REVENUE +7.8% VS. 9M 2024 (+8.8% USD -FX-ADJUSTED) EBT INCREASE OF 23.5% VS. 9M 2024 Q3 2025: GROWTH STORY CONTINUED REVENUE GROWTH ACROSS ALL SEGMENTS FLEET GROWTH INSIDE THE DEMAND
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23 EQUITY STORY WHY INVEST IN SIXT? INVESTOR PRESENTATION | NOVEMBER 2025
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24INVESTOR PRESENTATION | NOVEMBER 2025 WHY TO INVEST IN SIXT WE HAVE WHAT IT TAKES GLOBAL MEGA BRAND SIXT established a strong brand with high brand awareness and brand value by using a bold marketing approach. PREMIUM MOBILITY PLATFORM SIXT has a scalable, variable & diversified business model with a wide range of integrated mobility products. PROFITABLE GROWTH STRATEGY SIXT is the stock listed player with the highest average EBT margin over a decade in the sector with continued market share gains in the US, the world‘s largest car rental market. EFFICIENCY FROM DIGITALISATION SIXT has a competitive and state-of-the- art-inhouse-developed IT platform functioning as enabler for efficiency and future growth. RESPONSIBLE ENTREPRENEURSHIP SIXT is a holisitically responsible company taking care of its customer and people alike offering a new sustainable form of individual mobility. FINANCIAL INDEPENDENCE & PERFORMANCE SIXT has a high level of resilience, confirmed by investment grade rating from S&P. ∽8.900 EMPLOYEES ~50% PREMIUM2 OEM RELATIONSHIP >180 AIRPORT BRANCHES IN CORPORATE COUNTRIES 7 PRODUCTS1 PLATFORM 2.2bn USD BRAND VALUE1 >350.000 VEHICLES3 YOUNG AND NEW FLEET 13 CORPORATE >100 FRANCHISE COUNTRIES 1BrandFinance, Automotive Industry 2024, https://brandirectory.com/rankings/mobility downloaded on 9 April 2024, 2Annual Report 2024 and Company Data; Based on value share of BMW (incl. MINI), Audi, Mercedes-Benz infleets, 3including franchise.
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25 Q&A SESSION INVESTOR PRESENTATION | NOVEMBER 2025
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26 THANK YOU! INVESTOR PRESENTATION | NOVEMBER 2025
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CONTACT Sixt SE Investor Relations Zugspitzstr. 1 82049 Pullach +49 (0)89 74444 – 5104 investorrelations@sixt.com DR. FRANZ WEINBERGER Chief Financial Officer ALEXANDER ENGE Director Investor Relations DANIELA WURM Executive Investor Relations & Communications MARK CHRISTIAN SCHNEIDER Head of Communications & Investor Relations