GEA Group (G1A) investor relations material

Opening remarks and agenda

• The AGM was opened by the Chairman, who welcomed shareholders and explained the virtual format, emphasizing accessibility and climate benefits.

• Formalities, technical instructions, and participation rights were outlined, including voting and Q&A procedures via the investor portal.

• The agenda included financial statements, dividend proposal, remuneration, auditor appointments, board elections, capital measures, and amendments to the articles of association.

Financial performance review

• Fiscal year 2025 saw record results: order intake up 9.1% to €5.9bn, revenue up 3.7% to €5.5bn, EBITDA before restructuring at €907m (16.5% margin), and ROCE at 36.2%.

• Service business accounted for 40% of revenue, supporting stability and profitability.

• Share price tripled since 2019, with dividends rising for five consecutive years.

• Guidance for 2026: organic revenue growth of 5–7%, EBITDA margin of 16.6–17.2%, and ROCE between 34–38%.

Board and executive committee updates

• Executive Board expanded to seven members as of January 2026, with new members introduced and a generational transition underway.

• The Global Executive Committee was dissolved to streamline decision-making and enhance divisional accountability.

• Supervisory Board focused on strategy, M&A, sustainability, AI, and succession planning.