Slides
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Investor Presentation August 2026 Continued momentum paves the way for a new growth strategy Martin Damm Group CFO Freetrailer Group A/S martin.damm@freetrailer.com Thomas Zeihlund Group CEO Freetrailer Group A/S thomas.zeihlund@freetrailer.com
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Important notice 1. This presentation includes forward-looking statements based on current expectations. Actual results may differ due to risks and uncertainties. 2. Freetrailer Group A/S is not obliged to update these statements unless required by law. 3. Data reflects the period Q2 2026 as of 30 June 2026, and was published on 28 August 2026. Freetrailer Group A/S | Investor | August 2026 2
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Agenda 1 Welcome 2 Freetrailer at a glance 3 Financial Performance & Key Figures 4 Outlook/guidance 2026 5 The market and our investment focus
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Strong performance in high season → with 26% profitable revenue growth in Q2 and lifting guidance for 2026 Freetrailer Group A/S | Investor | August 2026 4 Q2 partner wins IKEA expanded (DE) · Elgiganten expanded (DK) · Elkjøb (NO) · Møbelkompagniet (DK) MOMENTUM +22% Rentals growth – still tracking into August After a strong Easter, performance in spring has been strong, however growth slowed down in June due to the warm weekends COMMERCIAL +35% Partner growth YoY 323 partnersend Q2. 658 productssigned in Q2, new agreements SUPPLY 7,500+ Fleet target by summer 2026 1,115 in pipeline (898 new trailers). Closed-trailer production now 75/wk, up from 40. CUSTOMERS NPS 80 Out of 100 – exceptional satisfaction 1.31m+ Freetrailer app users; 100% app-based self-service from booking to return.
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Freetrailer at a glance Freetrailer Group A/S | Investor | August 2026 5 Trusted by partners: 323 retail brands including Red Cross, ILVA and NetOnNet. Market leader: 1.8m+ rentals per year. 1.3m+ app users. Scalable tech model: 100% app-based fully self-service. Growing footprint: Active in 5 countries. Pioneers in the sharing economy: Founded in 2004 first mover in digital trailer rentals. 2,199 locations. 2004 Statistics based on data as at 30 June 2026.
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High-density supply Availability within acceptable range. Top-of-mind awareness Visibility when the need occurs. High utilisation More rentals across the fleet. Connecting trailer supply with user demand Freetrailer Group A/S | Investor | August 2026 6 PLATFORM MODEL Available trailers Distributed fleet across partner locations. • Better customer experience • Local brand visibility at low cost • More store traffic • Fully outsourced solution Freetrailer platform Booking, access, data and optimisation. Users with a need Convenient transport when it matters. • Convenient nearby access • No need to own a trailer • Free or fair-price rental • High service level The model scales by continuously balancing supply and demand.
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Freetrailer Group A/S Financial Performance & Key Figures Freetrailer Group A/S | Investor | August 2026 7
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Q2 Highlights in Freetrailer Freetrailer Group A/S | Investor | August 2026 8
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Freetrailer Group A/S | Investor | August 2026 9 April May June Monthly rentals Q2 2022-2026 -06- -06- -06- -06- -06- Q2 218.480 270.811 400.106 457.418 559.333 71,848 87,898 122,146 144,552 182,331 2022 2023 2024 2025 2026 73,016 91,096 139,411 158,302 198,248 73,616 91,817 138,549 154,564 178,754 Skal opdateres VEd ikke om vi både skal have apr/maj/juni smat Q1 og H1
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Freetrailer Group A/S | Investor | August 2026 10 Number of rental products 7,268 5,876 4,867 3,626 2,801 30-06-2022 30-06-2023 30-06-2024 30-06-202630-06-2025 Skal opdateres Martin: Tal for Q2 tak -06- -06- -06- -06- -06- -06- Netherland s 0 0 0 0 227 326 Total 2.146 2.801 3.626 4.867 5.876 7.268
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Freetrailer Group A/S | Investor | August 2026 11 Q2 rental frequency 87.8%88.6%92.1% 101.4% 87.3% -03- 31-03-2025 31-03-2024 31-03-2023 31-03-2022 30-06-2022 30-06-2023 30-06-2024 30-06-202630-06-2025 Skal opdateres Kunne vi ikke supplere med boks med rental fordelingen fx DK andel, SE/NO andel og DE/NL andel af rentals, så vi har data, der viser skiftet
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15.5 17.0 22.4 28.3 35.7 Freetrailer Group A/S | Investor | August 2026 12 Q1 January to March Q2 April to June Q3 July to September Q4 October to December Quarterly revenue 17.8 25.3 28.4 34.5 19.7 36.5 33.2 41.8 DKK MILLION 2022 2023 2024 2025 2026 16.8 20.6 31.7 39.6 50.0
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Freetrailer Group A/S | Investor | August 2026 13 EBIT Margin impacted by investments & one-off costs -1.9% 18.7% 10.1% 11.9% 14.1% Opdateres Men er det så for de seneste kvartaler eller hvad gør vi her? Martin: skulle vi nøjes med 5 år? -03- 31-03-2025 31-03-2024 31-03-2023 31-03-2022 - -03- 31-03-2025 31-03-2024 31-03-2023 31-03-2022 - 30-06-2022 30-06-2023 30-06-2024 30-06-202630-06-2025
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Freetrailer Group A/S | Investor | August 2026 14 P&L DKK MILLION 2026 Q2 2025 Q2 Delta Q2 Net revenue 50.0 39.7 10.3 Other operating income 0.0 0.3 -0,3 Operation cost -10.0 9.7 -19.,8 Other external costs -8.1 -4.5 -3.6 Gross profit 31.9 45.2 -13.3 Staff costs -14.2 -12.0 -2.2 Depreciation -8.9 -22.3 13.4 Other operating costs 0.0 0.0 0.0 EBIT 8,.8 10.9 -2,1 Financial income -0.1 -0.1 0,0 Financial expenses -1.1 -1.5 0,4 Profit before tax 7.6 9.3 -1.7 Tax -2.1 -2.2 0,1 Profit after tax 5.5 7.2 -1,7 Impact on EBIT • Increase in revenue from rentals • Rental fleet expansion • Development of new locations and partnerships • Development of the 2030 strategy 11 10 -20 13 -02 -04 09 EBIT Q2 2025 Net revenue Operatio n cost Depreciation Staff costs Other EBIT Q2 2026 -10 -05 00 05 10 15 20 25 Change in Q2 EBIT 2026 vs 2025
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Strong trailer roll -out has enabled us to raise our revenue guidance once again. EBIT guidance has been raised following strong high-season performance. Costs include DKK 4.5m in one -off costs and investments in technology, the sales team, account management, brand development and key functions to support further growth. Raising revenue & EBIT guidance for 2026 Freetrailer Group A/S | Investor | August 2026 15 Net revenue DKK 178–185m => growth of 24 -28% EBIT DKK 27–32m => margin of 16 -17% Up from DKK 168–178m => growth of 17 -24% Up from DKK 20-30m => margin of 12 -17%
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Freetrailer Group A/S | Investor | August 2026 16 Solid Cash Position 2026; change in insurance set-up DKK MILLION 33.6 30.6 30.5 41.4 16.2 Positive working capital provides the financial independent for the upcoming strategy • Long-term strategic investments • M&A • Share buy back 30-06-2022 30-06-2023 30-06-2024 30-06-202630-06-2025
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Launch of Share buy-back 1. Purpose; optimise capital structure and covering for warrant programs 2. Up to DKK 20m 3. Runs from 31 August till end of December 2026 4. Shares repurchased in the market at prevailing market prices according to EU rules (less than 25% of total daily volume, not at highest daily share price) 5. Managed at arm’s length by ABG Sundal Collier in Copenhagen 6. Weekly updates on purchases Freetrailer Group A/S | Investor | August 2026 17
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Our focus is to Accelerate Growth Profitably Freetrailer Group A/S | Investor | August 2026 18
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Denmark Freetrailer Group A/S | Investor | August 2026 19 Country insight • Continuous expansion in 2026 with larger partners like IKEA, jem&fix and Elgiganten • Strengthening partner relationship through marketing activities • Strong demand (trailer -shortage in certain areas) Trailers 30 June 2026 2,415 Growth 7% vs LY Partners 30 June 2026 64 Growth 21% vs LY Locations 30 June 2026 520 Growth 19% vs LY Utilisation rate YTD 94.4% Growth 2.8pp
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Sweden Freetrailer Group A/S | Investor | August 2026 20 Country insight • Largest Freetrailer market in terms of trailers • Strong competitive situation • Loss of ByggMax (February 2027), being offset with nationwide agreement with jem & fix Trailers 30 June 2026 2,886 Growth 28% vs LY Partners 30 June 2026 147 Growth 26% vs LY Locations 30 June 2026 991 Growth 31% vs LY Utilisation rate YTD 70.3% Growth -2.1pp
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Norway Freetrailer Group A/S | Investor | August 2026 21 Country insight • Significant growth in Partners and locations • Large win with Elkjøp • Strong lift in demand • Increasing competitive situation Trailers 30 June 2026 1,073 Growth 27% vs LY Partners 30 June 2026 39 Growth 30% vs LY Locations 30 June 2026 292 Growth 38% vs LY Utilisation rate YTD 80.5% Growth 4.1pp
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Germany Freetrailer Group A/S | Investor | August 2026 22 Country insight • Fragmented competition and several large partners with own solution • IKEA agreement expanded, great wins with larger partners • User awareness must be built (huge campaign mid -September) • Increasing team from 2 to 6 dedicated in sales Trailers 30 June 2026 568 Growth 84% vs LY Partners 30 June 2026 44 Growth 76% vs LY Locations 30 June 2026 264 Growth 100% vs LY Utilisation rate YTD 29.8% Growth -6.9pp
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Trailers 30 June 2026 326 Growth 44% vs LY Partners 30 June 2026 29 Growth 164% vs LY Locations 30 June 2026 132 Growth 76% vs LY Utilisation rate YTD 61.6% Growth 31.1pp Netherlands Freetrailer Group A/S | Investor | August 2026 23 Country insight • Strong market position established in 15 months • Increasing team from 2 to 4 dedicated in sales • Well-developed market, i.e. fast route to high utilisation rate, but also a market where we face more partners with existing agreement, waiting to expire before signing with Freetrailer
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New Strategy 2030 To be presented on 17 September 2026. Freetrailer Group A/S | Investor | August 2026 24 .0917 Webinar at 12.30 pm Investor presentations and PR Stock market announcement before 9.00 am Shareholder event at HQ with a strategy update and news from the Board
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Q&A
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Thank you for your time today Freetrailer Group A/S www.freetrailer.com info@freetrailer.com