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1 MOTION CONTROL Q3 FY2026 RESULTS ANALYST & INVESTOR WEB CONFERENCE AUGUST 3, 2026 MOTION CONTROL
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2 DISCLAIMER Stabilus SE (the “Company“, later “Stabilus”) has prepared this presentation solely for your information. It should not be treat ed as giving investment advice. Neither the Company, nor any of its directors, officers, employees, direct or indirect shareholders and advisors nor any other p erson shall have any liability whatsoever for any direct or indirect losses arising from any use of this presentation. While the Company has taken all reasonable care to ensure that the facts stated in this presentation are accurate and that th e opinions contained in it are fair and reasonable, this presentation is selective in nature. Any opinions expressed in this presentation are subject to change w ithout notice and neither the Company nor any other person is under any obligation to update or keep current the information contained in this presentation . Where this presentation quotes any information or statistics from any external source, you should not interpret that the Company has adopted or endorsed such information or statistics as being accurate. This presentation contains forward-looking statements, which involve risks, uncertainties and assumptions that could cause actual results, performance or events to differ materially from those described in, or expressed or implied by, such statemen ts. These statements reflect the Company’s current knowledge and its expectations and projections about future events and may be identified by the context of such statements or words such as “anticipate,” “believe”, “estimate”, “expect”, “intend”, “plan”, “project” and “target”. No obligation is assumed to update a ny such statement. Numbers were rounded to one decimal. Due to rounding, numbers presented may not add up precisely to the totals provided.
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3 KEY TAKEAWAYS Divestiture of Fabreeka and Tech Products completed: classified as held for sale1 from May 1, 2026 on, signing on May 7, 2026, closing on June 23, 2026. Personnel-related measures (one of the three pillars of the ongoing transformation program) completed. Additional covenant headroom secured for the next two years: permitted maximum net leverage ratio up to 3.9 during FY2 027. Development of smart rotary actuators for humanoid robots started. RESILIENCE AND INNOVATION 1 Fabreeka’s and Tech Products’s revenue and EBIT of only one month, April 2026, are included in Stabilus Group’s consolidated income statement for Q3 FY2026.
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4 KEY FINANCIALS MARGIN IMPROVEMENT BY 30BP, DESPITE LOWER REVENUE IN Q3 FY26 Y/Y REVENUE €299.5m (PY: €316.0m) ADJ. EBIT MARGIN 10.8% (PY:10.5%)
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5 TRANSACTION OVERVIEW DIVESTMENT OF FABREEKA AND TECH PRODUCTS TO STRENGTHEN STRATEGIC FOCUS AND VALUE CREATION IN MOTION CONTROL Transaction at a glance Held for sale1 from May 1, 2026 Signing May 7, 2026 Buyer VMC Group (www.thevmcgroup.com) Entities divested Fabreeka and Tech Products (www.fabreeka.com, www.novibes.com) Enterprise value USD 92m Revenue and adj. EBIT c. USD 32m and c. USD 8.9m (in FY2025) Closing June 23, 2026 1 Fabreeka’s and Tech Products’s revenue and EBIT of only one month, April 2026, are included in Stabilus Group’s consolidated income statement for Q3 FY2026.
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6 STREAMLINING OF PRODUCT PORTFOLIO Stabilus increases strategic clarity and becomes a pure-play Motion Control company benefiting from structural trends. FABREEKA & TECH PRODUCTS Fabreeka/Tech Products – lower strategic fit for Stabilus Group. Stronger focus on electromechanical, intelligent Motion Control & Automation.
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7 KEY POINTS OF TRANSACTION › Reflects a disciplined and deliberate portfolio management approach. › Fabreeka and Tech Products: Distinct business models with limited synergieswithin the Motion Control platform. › Net proceeds primarily used for balance sheet deleveraging. › Buyer to ensure strong future perspective for both businesses and their employees. A strategic decision – creating value for a more focused Stabilus Group.
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8 SMART ROTARY ACTUATORS FOR HUMANOID ROBOTS There are up to 30 actuators per robot. Smart actuators include rotational sensors, motion controllers, decentralized intelligence (software). Stabilus is developing smart rotary actuators and efficient solutions for their mass production. Synapticon software expertise (exclusivity) will enable Stabilus to lead rotary actuator development. A SCALABLE INDUSTRIAL APPLICATION OF STABILUS’ MOTION CONTROL Shoulder actuators Elbow actuators Waist actuators Hip actuators Wrist actuators
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9 HEADWINDS: CURRENT MARKET ENVIRONMENT In Q3 FY26, global light vehicle production (LVP) on the prior-year level of 22.9m vehicles. Higher level of competition and pricing pressure in automotive markets, particularly in APAC1. Continuing subdued customer sentiment in industrial market segments with lower willingness to invest in capital goods. Higher risk of supply chain disruptions due to the current conflicts in the Middle East. 1 See a list of acronyms in appendix.
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10 BUSINESS DEVELOPMENT BY MARKET SEGMENT ICON MARKET SEGMENT % CHANGE Y/Y Automotive (AGS and APR) 13% Industrial Machinery & Automation (IMA) 0% Distributors, Independent Aftermarket, E- commerce (DIAMEC) 9% Commercial Vehicles (CV) 10% Health, Recreation & Furniture (HRF) 7% Energy & Construction (EC) 3% Aerospace, Marine, Rail & Defense (AMRD) 35% Organic development in diversified industrial business more resilient than in automotive. 50% 17% 15% 10% 4% 2% 2% Q3 FY26 REVENUE €299.5m AGS 24% APR 26% Automotive business 13% y/y Organic -15% FX +2% Industrial business 4% y/y Organic +8% M&A -3%, FX -1%
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11 33.3 28.6 Q3 FY25 Q3 FY26 10.1 51.4 Q3 FY25 Q3 FY26 33.1 32.2 Q3 FY25 Q3 FY26 316.0 299.5 Q3 FY25 Q3 FY26 STABILUS GROUP IN Q3 FY2026 REVENUE AND EARNINGS IMPACTED BY CURRENT MARKET ENVIRONMENT REVENUE (€M) ADJ. EBIT (€M) ADJ. FCF (€M)PROFIT (€M) Revenue 5.2% y/y › Organic -4.4%, M&A – 1.4%, FX +0.6% › Soft automotive business, particularly in APAC1 › Destaco revenue synergies €2.4m Adj. EBIT margin 30bp y/y › Organic 0.0%, M&A -3.6%, FX +0.9% y/y › Reduction of R&D, selling and administrative expenses driven by stringent execution of the transformation program › Destaco cost synergies €0.6m Profit margin 14pp y/y › Gain of €44.4m from divestiture of Fabreeka and Tech Products Adj. FCF % revenue 1pp y/y › Lower cash inflow from operations by €11.0m y/y mainly due to the change in NWC % revenue % revenue% margin 1 See a list of acronyms in appendix. % organic growth - 5.2% - 4.4% 10.8% - 2.7% 10.5% + 408.9% 3.2% 17.2% - 14.1% 10.5% 9.5%
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12 60.3 56.6 9M FY25 9M FY26 35.6 68.9 9M FY25 9M FY26 108.6 95.6 9M FY25 9M FY26 980.0 895.5 9M FY25 9M FY26 STABILUS GROUP IN 9M FY2026 REVENUE AND EARNINGS IMPACTED BY CURRENT MARKET ENVIRONMENT REVENUE (€M) ADJ. EBIT (€M) ADJ. FCF (€M)PROFIT (€M) Revenue 8.6% y/y › Organic -5.9%, M&A -0.5%, FX -2.2% › Soft automotive business, predominantly in APAC › Destaco revenue synergies €6.5m Adj. EBIT margin 40bp y/y › Organic -8.6%, M&A -1.1%, FX -2.3% › Stringent execution of the transformation program › Destaco cost synergies €1.7m Profit margin 4.1pp y/y › Gain of €44.4m from divestiture of Fabreeka and Tech Products Adj. FCF % revenue 10bp y/y › Lower cash inflow from operations by €26.1m y/y, lower capex in 9M FY26 y/y % revenue % revenue% margin% organic growth - 8.6% - 5.9% 10.7% - 12.0% 11.1% + 93.5% 3.6% 7.7% - 6.1% 6.2% 6.3%
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13 980.0 895.5 9M FY25 9M FY26 108.6 95.6 11.1% 10.7% 9M FY25 9M FY26 STABILUS GROUP: HIGHER MARGIN BY 30BP, DESPITE LOWER REVENUES IN Q3 FY26 Y/Y REVENUE (€M) ADJ. EBIT (€M) AND ADJ. EBIT MARGIN (%) - 8.6% 316.0 316.1 291.1 304.9 299.5 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 - 5.2% 33.1 34.0 29.3 34.1 32.2 10.5% 10.8% 10.1% 11.2% 10.8% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Improved margin y/y due to effective and stringent cost management as well as cost savings from ongoing transformation program. Q2 margin 10.8% Q2 Lower revenues in Automotive business units. Organic growth in Industrial Components by 8.8% and in Industrial Automation (Destaco) by 5.0% y/y. Organic -4.4% M&A -1.4% Q2 Change y/y +0.3pp FX +0.6%
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14 358.2 332.7 9M FY25 9M FY26 34.2 25.5 9.5% 7.7% 9M FY25 9M FY26 AMERICAS: IMPROVED MARGIN IN Q3 FY26 AS REVENUE DECLINES DRIVEN BY SOFTER AUTOMOTIVE BUSINESS - 7.1% 116.7 122.7 107.2 113.0 112.5 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 - 3.7% 9.8 3.7 5.0 9.9 10.7 8.4% 3.0% 4.7% 8.8% 9.5% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Continuing margin recovery in the last three quarters, supported by cost savings from the ongoing transformation program. Higher workforce turnover in US and Mexican gas spring operations impacting efficiency; specific measures taken to address these issues led to improvements over the last three quarters. ! Q2 margin 9.5% Change y/y +1.1pp Q2 Lower revenues in Automotive business units. Organic growth in Industrial Components by 6.5% and in Industrial Automation (Destaco) by 11.0% y/y. Q2 REVENUE (€M) ADJ. EBIT (€M) AND ADJ. EBIT MARGIN (%) Organic -2.2% M&A -3.3% FX +1.8%
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15 409.4 405.1 9M FY25 9M FY26 42.5 45.9 10.4% 11.3% 9M FY25 9M FY26 EMEA: ORGANIC GROWTH IN REVENUES AND EARNINGS - 1.1% 140.0 132.8 123.6 143.3 138.1 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 - 1.4% 16.4 23.6 13.4 16.1 16.5 11.7% 17.8% 10.8% 11.2% 11.9% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 REVENUE (€M) ADJ. EBIT (€M) AND ADJ. EBIT MARGIN (%) Margin improvement by 20bp y/y, including cost savings from ongoing transformation program. Q2 margin 11.9% Change y/y +0.2pp Q2 Lower revenues in Automotive and in Industrial Automation (Destaco). Organic growth in Industrial Components by 9.0% y/y. Q2 Organic +0.1% M&A -0.5% FX -1.0%
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16 212.4 157.7 9M FY25 9M FY26 31.9 24.1 15.0% 15.3% 9M FY25 9M FY26 APAC: REVENUE AND EARNINGS IMPACTED BY SOFTER AUTOMOTIVE BUSINESS - 25.8% 59.3 60.6 60.3 48.6 48.8 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 - 18.0% 6.9 6.7 10.9 8.1 5.1 11.6% 11.1% 18.1% 16.7% 10.5% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 REVENUE (€M) ADJ. EBIT (€M) AND ADJ. EBIT MARGIN (%) Lower adj. EBIT margin y/y due to lower revenues (volume and pricing) and consequently negative operational leverage effects. Q2 margin 10.5% Change y/y -1.1pp Q2 Lower revenues in Automotive business units, especially in Automotive Powerise. Organic growth in Industrial Components by 21.2% y/y. Q2 Organic -19.9% M&A 0.0% FX +1.8%
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17 ADJ. EBIT MARGIN IMPROVED BY 30BP FROM 10.5% IN Q3 FY25 TO 10.8% IN Q3 FY26 -4.5 -5.0 0.3 0.8 -2.3 7.6 44.4 -42.2 32.233.1 Adj. EBIT Q3 FY25 Impact ∆ revenue Impact ∆ gross margin ∆ R&D expenses ∆ selling expenses ∆ admin. expenses ∆ other inc./exp. divest. gain ∆ adjustments Adj. EBIT Q3 FY26 › Gross profit down by €9.5m y/y due to lower revenue and lower gross margin (27.7% in Q3 FY25 vs. 26.0% in Q3 FY26). Higher admin. expenses include €3.4m advisory costs (part of EBIT adjustments). › Gain of €44.4m from divestment of Fabreeka and Tech Products. Q3 FY25 – Q3 FY26 ADJ. EBIT BRIDGE (€M) 10.5% 10.8% % margin
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18 €79.2M CASH-IN FROM SALE OF FABREEKA AND TECH PRODUCTS 66.1 24.2 -2.7 -8.3 -44.4 5.0 39.9 -18.5 79.2 1.2 101.8 -73.2 28.6 EBIT Q3 FY26 D&A ∆ NWC Taxes Divest. gain Others Operating CF Capex Divest. cash-in Others FCF Adjustments Adj. FCF Q3 FY26 › Cash-in of €79.2m from divestment of Fabreeka and Tech Products. › Adjustments mainly include €79.2m divestment cash-in, €7.3m cash-out for transformation (personnel related measures), €2.1m for reorganization and €2.9m for advisory. Q3 FY26 CASH FLOW OVERVIEW (€M)
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19 NET LEVERAGE RATIO AT 2.77 AS OF END JUNE 2026 330.0 274.4 199.2 189.1 172.3 107.0 88.4 64.9 668.4 631.8 554.9 2.5 1.5 1.1 1.0 1.2 0.6 0.4 0.3 2.8 2.96 2.77 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 9M FY26 Net financial debt as of end of quarter in €m | Net leverage ratio = net financial debt / LTM adj. EBITDA › Since end FY2024, net financial debt was reduced by €113.5m or 17.0%. › Our goal remains to reduce net leverage ratio below 2.0.
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20 COVENANT HEADROOM SECURED FOR TWO ADDITIONAL YEARS Main component of Stabilus financing structure: senior facilities (comprising two term loan facilities of €100m and €150m as well as a €350m revolving credit facility) Key financial covenant in the facilities agreement is the permitted maximum net leverage ratio (NLR) of 3.5 (which was temporary raised up to 4.0 during FY2026). In June 2026, higher permitted max. NLR was secured for two additional fiscal years: up to 3.9 during FY2027, gradually returning to 3.5 as of end FY2028. Deleveraging remains a priority. Larger covenant headroom – a precautionary measure. 3.9x EBITDA
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21 NWC/REVENUE RATIO AT 20.5% IN Q3 FY2026 287.8 267.3 280.6 273.8 254.1 231.4 218.6 245.8 248.5 20.3% 19.1% 20.4% 20.3% 19.3% 17.9% 17.3% 20.0% 20.5% Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 NWC as of end of quarter in €m | NWC/revenue ratio = NWC in % of LTM revenue NWC = Inventories + TAR – TAP | TAR = trade accounts receivable | TAP = trade accounts payable › NWC/revenue ratio increased by 50bp q/q to 20.5% as of end Q3 FY26. › Receivables sold under the factoring program as of end June 2026: €35.2m (March 2026: €27.2m, Sept 2025: €25.8m). Item Q2 FY26 Q3 FY26 Q/Q ∆ Inventories 210.8 209.4 -1.4 TAR 178.2 171.5 -6.7 TAP 143.3 132.4 -10.8 NWC 245.8 248.5 +2.7
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22 TRANSFORMATION PROGRAM: COST SAVINGS IN 9M FY2026 Utilization of provision for restructuring expenses in 9M FY2025: €7.6m Cash outflow in 9M FY2026: €7.3m for transformation and €2.1m for reorganization Cost savings in 9M FY2026: €15.4m Expected savings in the next fiscal years: c. €19m cost savings in FY2027 c. €32m recurring annual cost savings from FY2028 onwards
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23 The transformation program is proceeding as planned. Personnel-related measures are completed. An update on organizational and location-related measures will be given in the next quarters. TRANSFORMATION PROGRAM IS WELL ON TRACK Organizational transformation Adjustments to the organizational structure, reduction of hierarchical layers, alignment of processes to foster stronger customer focus and faster decision-making. Location-related measures Consolidation of office and production facilities (e.g., consoli- dation of our facilities in Germany, the USA, Singapore and Thailand). Personnel-related measures Workforce reduction by around 450 employees (c. 6% of global workforce), predominantly in EMEA and Americas. PROGRESS
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24 INVESTMENT FOCUS ON INNOVATIVE NEW PRODUCTS 45.1 47.5 56.5 47.6 40.6 45.1 73.7 82.9 88.5 52.0 5.0% 4.9% 5.9% 5.8% 4.3% 4.0% 6.1% 6.3% 6.8% 5.8% FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 9M FY26 Capital expenditure (CAPEX) in €m | Capex in % revenue › Capex at 5.8% of group revenue in 9M FY26. › Lower capex y/y (€66.2m in 9M F25 vs. €52.0m in 9M FY26) will support faster deleveraging while keeping up the pace of innovation. › Important investment projects: › radar technology, › smart door actuation, › electric grippers, › automation of production facilities › smart rotary actuators for humanoid robots.
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25 Ramp-up factoring KEY PRIORITIES FOR THE QUARTERS AHEAD Continuing deleveraging Development of additional solutions for humanoid robots Stringent cost management Swift execution of personnel-related transformation Footprint and organizational streamlining
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26 SUMMARY The 9M FY2026 revenue and earnings development was significantly impacted by the current market environment. Stabilus’ “local for local” approach and natural hedgefoster resilience in current geopolitical situation. Transformation program is on track. Despite the headwinds, we continue to pursue our long-term strategy STAR 2030, focusing on profitable and sustainable growth, customer and employee satisfaction, innovation and sustainability. ∑
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27 OUTLOOK: MARKETS AND ECONOMY Moderate global growth (IMF World Economic Outlook). Uneven regional development, with softer growth in Europe and stronger momentum in the US and China. Macroeconomic environment shaped by geopolitical tensions, trade uncertainties and ongoing supply chain disruptions. Global light vehicle production (LVP) expected to remain broadly flat at c. 92m units in FY2026.
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28 FULL-YEAR GUIDANCE FURTHER SPECIFIED WITHIN THE ORIGINAL FORECAST RANGES FY2025 Actual FY2026 Forecast Revenue €1,296.1m c. €1.15bn Adj. EBIT margin 11.0% c. 10% Adj. FCF €119.0m c. €90m › The forecast range reflects difficult market conditions, macroeconomic and geopolitical uncertainties. › Considering the divestment of Fabreeka and Tech Products and the current developments, we further specify our FY2026 guidance from December 8, 2025 and expect group revenue of c. €1.15m, adj. EBIT margin of c. 10% and adj. FCF of c. €90m.
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29 MOTION CONTROL Q&A SESSION
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30 MOTION CONTROL APPENDIX
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31 REVENUE AND ADJUSTED EBIT MARGIN BY QUARTER 129.9 120.4 118.2 137.5 140.9 128.7 125.4 144.1 140.0 132.8 123.6 143.4 138.1 109.9 117.4 99.1 109.3 133.9 126.7 113.7 127.7 116.7 122.7 107.2 113.0 112.5 66.7 69.7 88.1 66.7 75.9 80.8 86.9 66.2 59.3 60.6 60.3 48.5 48.8 306.5 307.5 305.4 313.5 350.7 336.3 326.0 338.0 316.0 316.1 291.1 304.9 299.5 14.7% 15.9% 8.4% 11.6% 12.8% 8.3% 8.9% 10.3% 11.7% 17.8% 10.8% 11.2% 11.9% 10.6% 8.6% 5.3% 10.6% 11.2% 12.5% 8.5% 11.5% 8.4% 3.0% 4.7% 8.8% 9.5% 16.8% 19.9% 20.4% 16.9% 13.2% 18.9% 19.4% 12.2% 11.6% 11.1% 18.1% 16.7% 10.5% 13.7% 14.0% 10.9% 12.4%12.3% 12.5% 11.6% 11.2% 10.5% 10.8% 10.1% 11.2% 10.8% Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 adjusted EBIT margin in % revenue in €m Group EMEA APAC AMER
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32 REVENUE (€M) REVENUE THREE MONTHS ENDED JUNE 30, 2026 Q3 FY2025 Actual Q3 FY2026 Actual Change % change Acquisition effect Currency effect Organic growth Automotive Gas Spring 31.4 28.7 (2.7) (8.6)% 0.0% (0.1)% (8.5)% Automotive Powerise 29.6 26.5 (3.1) (10.5)% 0.0% (2.8)% (7.7)% Industrial Components 66.9 71.7 4.8 7.2% (1.0)% (0.8)% 9.0% Industrial Automation (Destaco) 12.1 11.2 (0.9) (7.4)% 0.0% (0.1)% (7.3)% EMEA 140.0 138.1 (1.9) (1.4)% (0.5)% (1.0)% 0.1% Automotive Gas Spring 26.5 26.2 (0.3) (1.1)% 0.0% 2.5% (3.6)% Automotive Powerise 33.3 29.6 (3.7) (11.4)% 0.0% 7.9% (19.3)% Industrial Components 31.3 29.0 (2.3) (7.3)% (12.4)% (1.4)% 6.5% Industrial Automation (Destaco) 25.6 27.7 2.1 8.2% 0.0% (2.8)% 11.0% AMERICAS 116.7 112.5 (4.2) (3.7)% (3.3)% 1.8% (2.2)% Automotive Gas Spring 21.3 17.5 (3.8) (18.2)% 0.0% 1.8% (20.0)% Automotive Powerise 28.8 20.5 (8.3) (28.8)% 0.0% 1.9% (30.7)% Industrial Components 5.9 7.4 1.5 23.3% 0.0% 2.1% 21.2% Industrial Automation (Destaco) 3.3 3.4 0.1 3.0% 0.0% 3.1% (0.1)% APAC 59.3 48.8 (10.5) (18.0)% 0.0% 1.8% (19.9)% Total Automotive Gas Spring (AGS) 79.2 72.4 (6.8) (8.7)% 0.0% 1.3% (10.0)% Total Automotive Powerise (APR) 91.7 76.6 (15.1) (16.6)% 0.0% 2.6% (19.2)% Total Industrial Components (IC) 104.1 108.1 4.0 3.7% (4.3)% (0.8)% 8.8% Total Industrial Automation (Destaco) 41.0 42.3 1.3 3.2% 0.0% (1.8)% 5.0% Total 316.0 299.5 (16.5) (5.2)% (1.4)% 0.6% (4.4)%
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33 REVENUE (€M) REVENUE NINE MONTHS ENDED JUNE 30, 2026 9M FY2025 Actual 9M FY2026 Actual Change % change Acquisition effect Currency effect Organic growth Automotive Gas Spring 92.1 86.7 (5.4) (5.9)% 0.0% (0.1)% (5.8)% Automotive Powerise 83.6 80.6 (3.0) (3.6)% 0.0% (2.5)% (1.1)% Industrial Components 195.3 204.1 8.8 4.5% (0.3)% (1.0)% 5.8% Industrial Automation (Destaco) 38.4 33.7 (4.7) (12.2)% 0.0% (0.2)% (12.0)% EMEA 409.4 405.1 (4.3) (1.1)% (0.2)% (1.0)% 0.1% Automotive Gas Spring 80.7 75.7 (5.0) (6.2)% 0.0% (2.1)% (4.1)% Automotive Powerise 101.7 91.4 (10.3) (10.1)% 0.0% 4.0% (14.1)% Industrial Components 95.8 86.2 (9.6) (10.0)% (4.0)% (6.4)% 0.4% Industrial Automation (Destaco) 80.0 79.4 (0.6) (0.7)% 0.0% (7.4)% 6.7% AMERICAS 358.2 332.7 (25.5) (7.1)% (1.1)% (2.7)% (3.3)% Automotive Gas Spring 74.9 57.7 (17.2) (23.1)% 0.0% (3.6)% (19.5)% Automotive Powerise 104.7 69.8 (34.9) (33.3)% 0.0% (3.0)% (30.3)% Industrial Components 18.5 19.7 1.2 6.5% 0.0% (4.0)% 10.5% Industrial Automation (Destaco) 14.3 10.5 (3.8) (26.6)% 0.0% (3.5)% (23.1)% APAC 212.4 157.7 (54.7) (25.8)% 0.0% (3.4)% (22.4)% Total Automotive Gas Spring (AGS) 247.7 220.1 (27.6) (11.2)% 0.0% (1.8)% (9.4)% Total Automotive Powerise (APR) 290.0 241.8 (48.2) (16.6)% 0.0% (0.4)% (16.2)% Total Industrial Components (IC) 309.6 309.9 0.3 0.1% (1.5)% (2.9)% 4.5% Total Industrial Automation (Destaco) 132.7 123.6 (9.1) (6.9)% 0.0% (4.9)% (2.0)% Total 980.0 895.5 (84.5) (8.6)% (0.5)% (2.2)% (5.9)%
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34 ADJUSTED EBIT (€M) ADJUSTED EBIT THREE AND NINE MONTHS ENDED JUNE 30, 2026 Q3 FY2025 Actual Q3 FY2026 Actual Change % change Acquisition effect Currency effect Organic change EMEA 16.4 16.5 0.1 0.6% (0.6)% (1.2)% 2.4% AMERICAS 9.8 10.7 0.9 9.2% (11.2)% 2.0% 18.4% APAC 6.9 5.1 (1.8) (26.1)% 0.0% 4.3% (30.4)% Total 33.1 32.2 (0.9) (2.7)% (3.6)% 0.9% 0.0% 9M FY2025 Actual 9M FY2026 Actual Change % change Acquisition effect Currency effect Organic change EMEA 42.5 45.9 3.4 8.0% (0.2)% (1.2)% 9.4% AMERICAS 34.2 25.6 (8.6) (25.1)% (3.2)% (3.2)% (18.7)% APAC 31.9 24.1 (7.8) (24.5)% 0.0% (2.8)% (21.7)% Total 108.6 95.6 (13.0) (12.0)% (1.1)% (2.3)% (8.6)%
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35 P&L (€M) ADJUSTED EBIT (€M) P&L AND ADJUSTED EBIT THREE MONTHS ENDED JUNE 30, 2026 Q3 FY2025 Actual Q3 FY2026 Actual Change % change Revenue 316.0 299.5 (16.5) (5.2)% Cost of sales (228.5) (221.5) 7.0 (3.1)% Gross Profit 87.5 78.0 (9.5) (10.9)% % margin 27.7% 26.0% R&D expenses (10.0) (9.7) 0.3 (3.0)% Selling expenses (34.2) (33.4) 0.8 (2.3)% Administrative expenses (17.7) (20.0) (2.3) 13.0% Other inc./exp. incl. divest. gain (0.8) 51.2 52.0 <(100.0)% EBIT 24.8 66.1 41.3 >100.0% % margin 7.8% 22.1% Finance income/costs (11.5) (11.3) 0.2 (1.7)% EBT 13.2 54.8 41.6 >100.0% % margin 4.2% 18.3% Income tax (3.1) (3.4) (0.3) 9.7% Profit 10.1 51.4 41.3 >100.0% % margin 3.2% 17.2% EPS in € 0.40 2.07 1.67 >100.0% Q3 FY2025 Actual Q3 FY2026 Actual Change % change EBIT 24.8 66.1 41.3 >100.0% PPA adj. - D&A 7.7 7.0 (0.7) (8.7)% Reorganization 0.7 0.1 (0.6) (80.4)% Advisory costs - 3.4 3.4 n/a Gain on divestment - (44.4) (44.4) n/a Total adjustments 8.3 (33.9) (42.2) <(100.0)% Adjusted EBIT 33.1 32.2 (0.9) (2.7)% % margin 10.5% 10.8%
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36 P&L (€M) ADJUSTED EBIT (€M) P&L AND ADJUSTED EBIT NINE MONTHS ENDED JUNE 30, 2026 9M FY2025 Actual 9M FY2026 Actual Change % change Revenue 980.0 895.5 (84.5) (8.6)% Cost of sales (711.5) (657.9) 53.6 (7.5)% Gross Profit 268.4 237.7 (30.7) (11.4)% % margin 27.4% 26.5% R&D expenses (29.8) (27.3) 2.5 (8.4)% Selling expenses (102.9) (98.6) 4.3 (4.2)% Administrative expenses (60.3) (53.9) 6.4 (10.6)% Other inc./exp. incl. divest. gain 3.4 53.8 50.4 >100.0% EBIT 78.8 111.8 33.0 41.9% % margin 8.0% 12.5% Finance income/costs (29.3) (31.5) (2.2) 7.5% EBT 49.4 80.3 30.9 62.6% % margin 5.0% 9.0% Income tax (13.8) (11.4) 2.4 (17.4)% Profit 35.6 68.9 33.3 93.5% % margin 3.6% 7.7% EPS in € 1.40 2.76 1.36 97.1% 9M FY2025 Actual 9M FY2026 Actual Change % change EBIT 78.8 111.8 33.0 41.9% PPA adj. - D&A 25.7 22.3 (3.4) (13.0)% Reorganization 2.9 2.2 (0.7) (21.8)% Advisory costs 1.2 3.6 2.4 >100.0% Gain on divestment - (44.4) (44.4) n/a Total adjustments 29.8 (16.2) (46.0) <(100.0)% Adjusted EBIT 108.6 95.6 (13.0) (12.0)% % margin 11.1% 10.7%
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37 BALANCE SHEET (€M) Sept 2025 Actual June 2026 Actual Change % change Property, plant and equipm. 303.9 312.5 8.6 2.8% Goodwill 526.6 507.1 (19.5) (3.7)% Other intangible assets 450.4 438.5 (11.9) (2.6)% Other investments 6.0 6.0 - 0.0% Inventories 204.4 209.4 5.0 2.4% Trade receivables 176.1 171.5 (4.6) (2.6)% Other assets 50.5 65.1 14.6 28.9% Cash 162.6 160.9 (1.7) (1.0)% Total assets 1,880.5 1,871.0 (9.5) (0.5)% Equity incl. minorities 635.8 718.3 82.5 13.0% Debt (incl. accrued interest) 794.4 713.1 (81.3) (10.2)% Pension plans 44.9 42.7 (2.2) (4.9)% Deferred tax liabilities 60.0 60.7 0.7 1.2% Trade payables 149.0 132.4 (16.6) (11.1)% Other liabilities 196.4 203.8 7.4 3.8% Total equity and liabilities 1,880.5 1,871.0 (9.5) (0.5)% BALANCE SHEET JUNE 30, 2026
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38 Q3 FY2025 Actual Q3 FY2026 Actual Change % change Cash flow from operating activities 50.9 39.9 (11.0) (21.6)% Cash flow from investing activities (20.0) 61.9 81.9 <(100.0)% Cash flow from financing activities 4.6 (85.8) (90.4) <(100.0)% Net increase / (decrease) in cash 35.6 16.0 (19.6) (55.1)% Effect of movements in exchange rates (4.5) 2.3 6.8 <(100.0)% Cash as of beginning of the period 95.1 142.5 47.4 49.8% Cash as of end of the period 126.2 160.9 34.7 27.5% CASH FLOW STATEMENT (€M) ADJ. FCF (€M) Q3 FY2025 Actual Q3 FY2026 Actual Change % change Cash flow from operating activities 50.9 39.9 (11.0) (21.6)% Cash flow from investing activities (20.0) 61.9 81.9 <(100.0)% Free cash flow 30.9 101.8 70.9 >100.0% Adjustments 2.4 (73.2) (75.6) <(100.0)% Adj. FCF 33.3 28.6 (4.7) (14.1)% CASH FLOW THREE MONTHS ENDED JUNE 30, 2026
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39 9M FY2025 Actual 9M FY2026 Actual Change % change Cash flow from operating activities 119.3 93.2 (26.1) (21.9)% Cash flow from investing activities (65.4) 30.1 95.5 <(100.0)% Cash flow from financing activities (32.8) (131.2) (98.4) >100.0% Net increase / (decrease) in cash 21.2 (7.8) (29.0) <(100.0)% Effect of movements in exchange rates (4.4) 6.1 10.5 <(100.0)% Cash as of beginning of the period 109.4 162.6 53.2 48.6% Cash as of end of the period 126.2 160.9 34.7 27.5% CASH FLOW STATEMENT (€M) ADJ. FCF (€M) 9M FY2025 Actual 9M FY2026 Actual Change % change Cash flow from operating activities 119.3 93.2 (26.1) (21.9)% Cash flow from investing activities (65.4) 30.1 95.5 <(100.0)% Free cash flow 53.9 123.3 69.4 >100.0% Adjustments 6.4 (66.7) (73.1) <(100.0)% Adj. FCF 60.3 56.6 (3.7) (6.1)% CASH FLOW NINE MONTHS ENDED JUNE 30, 2026
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40 LVP DEVELOPMENT / FORECAST 5.0 5.0 5.0 4.5 5.0 4.9 4.9 4.3 4.4 4.4 4.7 4.8 4.3 4.4 4.8 4.7 15.1 12.8 13.2 13.8 15.5 12.5 13.2 13.7 24.4 22.3 22.9 23.1 24.8 21.9 22.9 22.7 0.2% -2.4% -2.9% -3.8% -1.7% -0.5% 1.1% -2.1% 2.9% -1.9% 0.3% -1.0%1.5% -1.7% -0.2% -1.8% Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Growth rate y/y in % Light vehicle production in million units QUARTERLY VIEW: Q1 FY25 – Q4 FY26 World EMEA APAC AMER Source: leading market forecast institutes, July 2026
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41 LVP DEVELOPMENT / FORECAST 19.7 19.5 19.0 18.5 18.4 18.3 51.2 54.8 55.0 89.4 92.7 92.3 -1.4% -2.2% -0.6% -0.8% 7.2% 0.2% 3.7% -0.5% FY2024 FY2025 FY2026 Growth rate y/y in % Light vehicle production in million units YEARLY VIEW: FY2024 – FY2026 World EMEA APAC AMER Source: leading market forecast institutes, July 2026
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42 FINANCIAL DEBT MATURITY PROFILE AND UTILIZATION OF CREDIT LINES 600 185 12 160 2027 2028 2029 Senior facilities Promissory notes › Senior facilities (due June 2029): › €100m term loan facility › €350m revolving credit facility › €150m credit facility. › Utilization as of end June 2026 (drawn credit lines): › €100 term loan facility › €95m revolving credit facility › €150m credit facility. MATURITY PROFILE (€M)
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43 ACRONYMS AND ABBREVIATIONS Adj. Adjusted AGS Automotive Gas Spring AMRD Aerospace, Marine, Rail & Defense APAC Asia-Pacific APR Automotive Powerise bp Basis point CAPEX Capital expenditure CV Commercial Vehicles CY Calendar year D&A Depreciation and amortization DIAMEC Distributors, Independent Aftermarket, E-commerce EMEA Europe, Middle East & Africa EBIT Earnings before interest and taxes EBITDA Earnings before interest, taxes, depreciation and amortization EBT Earnings before taxes EC Energy & Construction FCF Free cash flow FX Foreign exchange, currency effect FY Fiscal year GDP Gross domestic product HRF Health, Recreation & Furniture IMA Industrial Machinery & Automation LTM Last twelve months LVP Light vehicle production M&A Mergers & Acquisitions, acquisition effect NLR Net leverage ratio NWC Net working capital pp Percentage point PPA Purchase price allocation PPE Property, plant and equipment Prelim Preliminary PY Prior year q/q Quarter-on-quarter y/y Year-on-year
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44 MOTION CONTROL Experience Stabilus motion control virtually GROUP.STABILUS.COM/BUSINESS-PARK-MEDIA Contact Stabilus IR IR.STABILUS.COM