R STAHL (RSL2) Investor Presentation summary

Market position and global presence

• Ranked #2 in Europe and #3 globally in electrical explosion protection, serving oil, gas, chemicals, pharma, shipbuilding, and food industries.

• Operates 7 production sites and 18 subsidiaries, with 39 sales offices in 57 countries.

• Balanced sales across industries, with significant exposure to oil, gas/LNG, chemicals, pharma, and shipbuilding.

• Comprehensive product portfolio includes electrical components, lighting, automation, and digital solutions.

• Strong presence in LNG, hydrogen, and nuclear energy markets, leveraging expertise in hazardous environments.

Strategic initiatives and innovation

• Corporate strategy "EXcellence 2030" focuses on internationalization, digitalization, efficiency, technology, sustainability, and growth.

• Digital twin platform enhances product lifecycle management, customer engagement, and supports future digital business models.

• Interface technology connects control centers with hazardous areas, enabling advanced digitalization and remote operations.

• Active in project lifecycles from conceptual design to maintenance, focusing on complex system and engineering solutions.

• Positioned to outgrow the LNG market by leveraging strengths in shipping and value chain integration.

Financial performance and outlook

• Order intake, sales, and EBITDA have shown slower growth due to economic and political uncertainties.

• FY 2024 guidance: sales of €335m–€350m, EBITDA pre exceptionals of €35m–€40m, and positive mid-single-digit €m free cash flow.

• Risks include geopolitical conflicts and general economic development; focus on increasing equity ratio.

• Shareholder structure includes founding families, institutional investors, and free float; listed on Frankfurt Stock Exchange.

• Financial calendar for 2025 includes annual and interim reports, and the annual general meeting.