Slides
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Q3 2026 Sales October 28, 2026 Baumgartner CHIEF Thomas FINANCIAL OFFICER Salvador Lamas CHIEF EXECUTIVE OFFICER
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Key highlights of the quarter 2 Q3 2026 sales Record level €329m Prices & volumes contribution +4% prices increase Strong organic growth in Electrical Power +22.8% Mersen – Q3 2026 Sales Strong organic growth +14.2% Return to positive organic growth in Advanced Materials +6.4%
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Growth in every major region Mersen – Q3 2026 Sales3 ORGANIC GROWTH +14.2% +17.2% North America +18.6% Asia Pacific 45% €148m 30% €99m 22% €72m 3% €10m North America Europe Asia-Pacific South America - Africa +9.5% Europe % of total sales
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Robust growth in both segments Mersen – Q3 2026 Sales4 ORGANIC GROWTH +22.8% Electrical Power +6.4% Advanced Materials fueled by Grid Quality and data-centers Strong growth in semiconductors and aeronautics partly offset by low activity in chemicals and solar Growth driven mainly by data-centers and power electronics, with positive momentum in EV and wind markets.
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Mersen – Q3 2026 Sales5 Continued strong growth in electrical protection for data centers United States, Asia Strong growth in aerospace Civil and Military Europe and USA Solid market position on silicon semicon market Especially ion-implant Key business highlights of the quarter Selected by GE Vernova Current transmission systems for Grid quality
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Strong pricing power offsetting inflationary pressures -18 26 38895 941 9 months 2025 Change Price increase Volume 9 months 2026 Mersen – Q3 2026 Sales6 In €m 9 months 2026 sales €941m +7.3% Organic growth +3.0% +4.3%-2.0%
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2026 guidance raised Mersen – Q3 2026 Sales7 EBITDA MARGIN BEFORE NON- RECURRING ITEMS INDUSTRIAL CAPEX CONFIRMED €80m and €90m OPERATING MARGIN BEFORE NON- RECURRING ITEMS ORGANIC GROWTH OF SALES 6.5% and 7.5% BETWEEN Between 4% and 6% JULY NEW BetweenBetween 16% and 16.5% Between 9% and 9.5% CONFIRMED Now expected in the middle of the range CONFIRMED Now expected in the upper end of the range In line with Mersen’s 2029 mid-term plan
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