CEO Insights: Financials, Strategy, Business Models

Palfinger AG Elevator Pitch: Key TakeawaysIn this short and focused Elevator Pitch, Felix Strohbichler, CFO of Palfinger AG, provides investors with a clear overview of the company’s equity story, growth potential, and strategic direction.Palfinger AG: A Trusted Global Leader in Lifting SolutionsPalfinger AG is a worldwide leader in innovative lifting and handling solutions for industries such as construction, transport, maritime, forestry, and infrastructure. With over €2.4 billion in revenue (FY 2024) and 12,000 employees, the group combines engineering excellence, product innovation, and a strong global service network.Its portfolio includes loader cranes, marine cranes, aerial platforms, hooklifts, and digital fleet systems, used by customers in more than 130 countries.Broad Diversification and Global FootprintAs Felix Strohbichler explains, Palfinger’s strength lies in its broad industrial diversification and global presence. With 30 production sites, technology centres across Europe, Asia, and North America, and a comprehensive service network, Palfinger is positioned to serve customers quickly, reliably, and with proximity.This worldwide footprint makes Palfinger one of the most resilient and customer-centric players in the sector.Growth Drivers and Strategic FocusThree pillars drive Palfinger’s growth:Innovation LeadershipContinuous investment in smart lifting, connected cranes, and automation technologies.Geographical ExpansionAccelerated growth in North America, APAC, and Marine markets.Service ExcellenceA rapidly expanding aftermarket and digital service business, ensuring long-term revenue stability and customer retention.Felix Strohbichler emphasises that Palfinger’s future profitability is built not only on sales growth but also on digitalisation, standardisation, and footprint optimisation — initiatives that unlock significant cost savings and scalability.Financial Highlights: A Testament to Palfinger’s StabilityKey TakeawayFelix Strohbichler concludes:“Palfinger stands for innovation, reliability, and global reach. With our broad product portfolio, strong service business, and global footprint, we are well equipped for sustainable and profitable growth.”▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Palfinger AG Deep Dive: Key TakeawaysIn this session, PALFINGER CEO and CFO leadership unveil the company’s bold next chapter — “Reach Higher – Strategy 2030+.”CFO Felix Strohbichler leads the discussion, explaining how PALFINGER is adapting to global change and positioning itself for long-term, sustainable growth.Why a New Strategy Now?Strohbichler makes clear that the world has changed significantly in recent years — from geopolitical instability to accelerating digitalisation, climate change, and supply chain disruptions. With these shifts in mind, PALFINGER’s new Strategy 2030+ is designed to reinforce its technology leadership, boost resilience, and drive profitable growth in an evolving environment.Financial Ambition & TargetsUnder Strategy 2030+, key financial targets have been raised for 2030:Revenue: Over €3 billionEBIT Margin: 12%ROCE (Return on Capital Employed): 15%These targets reflect PALFINGER’s confidence that its refined business model — combining hardware, software, services and global reach — will deliver a step-change in performance.Three Strategic DirectionsStrohbichler emphasises three core pillars guiding execution, each with a clear rationale:Lifting Customer ValuePALFINGER’s relentless focus on delivering integrated solutions, innovation, and productivity gains for customers is a testament to the company’s commitment to their success. This approach not only enhances customer satisfaction but also deepens relationships and recurring revenue streams, making stakeholders feel valued and integral to the company’s success.Balanced Profitable GrowthLeveraging PALFINGER’s broad product range and global service footprint to grow measurably and profitably.Execution ExcellenceThis pillar focuses on driving cultural, process, and digital transformation. PALFINGER is focusing on leaner global supply chains, end-to-end planning, and adoption of AI & data analytics to ensure it remains at the forefront of innovation and efficiency.These strategic directions are underpinned by five must-win action fields and 13 strategic programs, each designed to ensure systematic execution and measurable progress. Let’s delve into these in more detail.Key Themes & Market ImplicationsCustomer ClosenessPALFINGER is emphasising service networks, spare parts and high-end lifting solutions (e.g., aerial work platforms) to deepen customer relationships and recurring revenue streams.Digitalisation & SolutionsTransitioning from a hardware-only mindset to offering smart, connected lifting solutions, combining sensors, IoT, autonomous operation and data services.Global Supply Chain & EfficiencyWith end-to-end logistics optimisation, inventory control, and a global manufacturing footprint, PALFINGER aims to boost resilience and delivery reliability in volatile markets.What This Means for InvestorsPALFINGER has set clear, ambitious, measurable targets that go well beyond incremental improvement — signalling a strong commitment to uplift performance.The strategy shifts the company into higher-value realms — service, digital platforms, customer experience, and integrated solutions — rather than pure machine manufacturing.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Hypoport SE 9M 2025: Key TakeawaysHypoport SE 9M 2025 Financial Results – CEO Ronald Slabke Presents Strategic UpdateStrong Financial Performance Reflecting Platform ResilienceIn a still-challenging real estate and financing environment, Hypoport SE delivered profitable growth and structural margin expansion, underscoring the resilience and scalability of its digital platform ecosystem.For the first nine months of 2025, the company achieved: - Revenue of approximately €459 million, up 12 % year-on-year - Gross profit of around €197 million, a 16 % increase - EBIT nearly doubled compared to 9M 2024 - Strong cash position with continued cost disciplineThis performance reflects Hypoport’s long-term value strategy, which continues to outperform short-term market fluctuations.Business Segments OverviewReal Estate Platform (Europace AG)The Europace mortgage platform — Germany’s largest B2B real estate financing marketplace — delivered strong double-digit growth in transaction volume. The number of active financial institutions and partners increased, reinforcing the platform’s central role in the housing finance ecosystem. - Mortgage volume growth exceeded overall market trends - Greater digital automation and data usage improved efficiency - Market share gains among cooperative and private banks lifted profitabilityHousing and Mortgage DistributionThe Dr Klein network for private clients experienced stable refinancing demand and early signs of consumer sentiment recovery. While the pace of new loan growth remained moderate, corporate and institutional financing remained resilient, particularly in commercial property funding.Insurance and Other PlatformsThe Insurance Platform and SME Financing units advanced steadily, increasing integration with Hypoport’s overall ecosystem. These divisions support recurring income and enhance customer lifetime value across the network.Strategic Outlook: Platform Scalability and Market NormalizationCEO Ronald Slabke highlighted the platform model’s readiness for scalable growth as market conditions normalize. Hypoport’s ecosystem of integrated services — spanning financing, insurance, and data — is positioned to benefit from fixed-cost leverage as transaction volumes rise again.Key strategic priorities include: - Expanding participation across banks, savings banks, and independent advisors - Increasing digital integration across all platform components - Investing in AI-driven underwriting and data analytics - Scaling recurring revenues through SaaS and value-added data servicesStructural Tailwinds Support Hypoport’s Long-Term Equity StoryGermany continues to face significant housing undersupply, while demographic and urbanization trends reinforce mortgage demand. Simultaneously, digital transformation across financial services boosts demand for Hypoport’s integrated technology solutions.This combination supports the company’s long-term growth trajectory and operational leverage.CEO Ronald Slabke Concludes“Our 9M results show that Hypoport’s platforms are delivering scalable growth, even in a challenging environment. We will continue to invest in innovation, deepen our ecosystem, and drive sustainable value for customers and shareholders alike.”▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Palfinger AG 9M 2025: Key TakeawaysIn this update, Felix Strohbichler, CFO of Palfinger AG, presents the financial results for the first nine months of 2025 and outlines the key strategic initiatives driving the company’s future growth under its new Reach Higher 2030 plus strategy.Global Leader in Lifting SolutionsPalfinger AG remains a worldwide leader in innovative lifting solutions for construction, marine, logistics, and infrastructure industries. With 2024 revenue of around €2.4 billion, 12,000 employees, and 30 production sites, Palfinger is synonymous with engineering excellence, innovation, and customer reliability.The company’s broad industrial diversity and global presence not only ensure resilience even amid macroeconomic volatility but also provide a sense of stability and security to stakeholders.Key Financial Highlights for 9M 2025- Revenue: €1.7 billion (-3.5% year on year)- EBIT: €131 million (-17.6%)- Equity: €885 million (41% equity ratio)- Net Debt: €577 million — significantly improved- Free Cash Flow: €54 million vs -€2 million last yearPalfinger achieved a major balance-sheet strengthening in 2025 through the sale of treasury shares for €100 million and ongoing working-capital discipline. The company remains on track to deliver more than €100 million in free cash flow for the full year 2025.Regional Performance- EMEA: Strong order intake continued from Q4 2024; European infrastructure spending yet to fully materialize but momentum is positive.- North America: Tariff measures (Section 232) weighed on profitability but structural demand remains solid.- LATAM: Record sales driven by strong growth in Brazil.- APAC: India and Southeast Asia continued to expand.- Marine: Sustained profitability and healthy backlog.- Russia: Sharp economic slowdown reducing sales and earnings contribution.Strategic Update — Reach Higher 2030 plusIn 2025, Palfinger introduced its long-term strategy Reach Higher 2030 plus, focusing on three core pillars:Lifting Customer ValueEnhancing customer experience through digital services and data solutions.Balanced Profitable GrowthExpanding geographically and across business segments while preserving margins.Execution ExcellenceDriving process efficiency through digitization, automation, and supply-chain optimization.The strategy defines 18 programs to strengthen future profitability and positions the group for a new phase of scalable growth.Five “Must-Win” Action Fields- Customer-centric technology leadership- Expansion of services and spare parts business- Growth in aerial work platforms as a core pillar- Supply-chain optimization- Process, system and data efficiency- Financial Targets and OutlookUnder Reach Higher 2030 plus, Palfinger aims for by 2030:- Revenue: > €3 billion (organic)- EBIT margin: ~ 12%- ROCE: ~ 15%- Free Cash Flow: > €150 million annuallyNear-term (2027) targets remain unchanged: €2.7 billion revenue, 10% EBIT margin, and > €100 million free cash flow.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

ZEAL Network SE 9M 2025: Key TakeawaysZEAL Network SE 9M 2025 Update: Profitable Growth and Upgraded GuidancePresented by Andrea Behrendt, CFO of ZEAL Network SEIn this update, Andrea Behrendt, CFO of ZEAL Network SE, presents the highlights of the first nine months of 2025, reflecting another strong period of profitable growth and the confirmation of ZEAL’s upgraded full-year guidance.Continued Profitable GrowthZEAL Network — Germany’s leading online lottery platform — once again demonstrated its resilient business model and scalable profitability in 2025.The group’s key financial metrics show steady improvement across all areas: - Billings: Increased further year-on-year, driven by sustained player activity and product expansion. - Revenue: Rose in line with higher customer demand and strong cross-selling into instant games. - EBITDA: Significantly above last year’s level, confirming continued operational leverage. - Cash Generation: Robust, reflecting ZEAL’s high-margin digital model.This performance underlines ZEAL’s remarkable resilience and ability to achieve profitable growth even in a fiercely competitive online entertainment landscape.Customer and Product MomentumZEAL continues to strengthen its position in the German online lottery market through continuous innovation, data-driven marketing, and customer retention initiatives. - Customer numbers grew steadily, with an increasing share of mobile app users. - Average billings per active user remained healthy, highlighting high engagement and trust. - Instant Games continued to expand as a second growth pillar, attracting new audiences beyond traditional lottery players.Upgraded Full-Year GuidanceOn the back of strong 9M results, ZEAL raised its full-year guidance for 2025, now expecting: - Higher revenue and EBITDA ranges than previous forecasts. - Sustained positive cash flow and further margin improvement. - Continued disciplined cost management alongside marketing efficiency gains.This upgrade confirms ZEAL’s long-term growth trajectory and reflects both the scalability of its digital platform and the effectiveness of its strategic initiatives.Strategic Focus: Innovation and SustainabilityZEAL continues to focus on product innovation, responsible gaming, and sustainable growth: - Expansion of social and charity lotteries that support community causes. - Strong adherence to regulatory compliance and player protection standards. - Increased investment in AI-based customer analytics and personalization tools.CFO Andrea Behrendt Concludes“ZEAL continues to deliver on its promise of profitable, sustainable growth.Our upgraded outlook reflects strong customer trust, operational efficiency, and strategic clarity.”▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Amadeus Fire AG 9M 2025: Key TakeawaysIn this update, Joerg Peters, Head of Investor Relations at Amadeus Fire AG, outlines the key developments from the first nine months of 2025 — highlighting the company’s resilience in a demanding market, disciplined cost management, and confirmed full-year guidance.Demonstrating Resilience in a Challenging MarketDespite a persistently soft macroeconomic backdrop in Germany, Amadeus Fire Group maintained stable business momentum across its personnel services and training divisions.The group continued to benefit from its specialization in finance, accounting, IT, and HR, which remain structurally high-demand areas.While clients showed continued caution in new project starts, recurring business and long-term customer relationships helped stabilize revenues.Showcasing Strong Financial Highlights for 9M 2025 - Revenue: €(approximately 320–340 million) – broadly in line with the previous year - EBITA: Slightly below last year due to muted demand in certain staffing areas - Cash Flow: Remained strong, underscoring Amadeus Fire’s robust business model - Dividend & Outlook: Full-year guidance reaffirmed; consistent payout policy maintained - The company’s cost discipline, diversified client base, and focus on high-margin segments, such as interim management and specialised training, contributed to a resilient performance profile.Balanced Growth DriversAmadeus Fire continues to leverage its dual-segment model — Personnel Services and Training — to create synergies and stabilize performance: - The staffing segment remains supported by ongoing demand for qualified finance and IT professionals, particularly in interim roles and permanent placements. - The training business benefited from strong activity in corporate- and public-funded reskilling programs through its well-established brands, including Comcave, GFN, and Dr Endriss.This combination provides Amadeus Fire with counter-cyclical stability — a key differentiator in a volatile economic climate.Outlook ConfirmedJoerg Peters reaffirmed the company’s 2025 full-year forecast, supported by solid operational fundamentals and steady demand in its core markets.While visibility remains limited in parts of the staffing segment, structural megatrends — such as demographic shifts and digital transformation — continue to underpin long-term demand for qualified personnel and training solutions.Joerg Peters Concludes“Amadeus Fire remains well positioned in a competitive environment thanks to our specialization, our strong client relationships, and the stability of our dual business model.We focus on operational excellence and long-term value creation.”▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Wacker Chemie AG 9M 2025: Key TakeawaysDemonstrating Resilience Across All DivisionsWacker Chemie’s key divisions — Silicones, Polymers, Biosolutions, and Polysilicon — demonstrated a resilient performance in a challenging macroeconomic environment. Despite global economic headwinds and energy cost pressures, the group delivered stable revenue and profitability, driven by higher volumes, better product mix, and operational excellence.The Silicones division, Wacker’s largest contributor, maintained solid sales despite pricing normalization, supported by demand in construction, automotive, and electronics applications. The Polymers segment showed improved volumes and higher margins due to continued substitution of traditional materials with sustainable dispersions and binders.Meanwhile, Biosolutions continued to grow steadily in life sciences and biotechnology applications, reflecting Wacker’s strategic focus on expanding its biotech footprint. The Polysilicon business, after experiencing market volatility in previous quarters, stabilised amid strong demand from both semiconductor and solar customers.Financial HighlightsFor the first nine months of FY 2024/25, Wacker Chemie achieved: - Revenue slightly above the prior year’s level, supported by stronger volumes - EBITDA growth driven by efficiency gains and lower raw material costs - Improved cash generation and a solid balance sheet, allowing flexibility for future investmentsJoerg Hoffmann underlined that Wacker’s consistent cost discipline and lean operations were key to maintaining profitability even in a challenging global market environment.Strategic Focus: Firmly Rooted in Innovation, Sustainability & Specialty GrowthWacker Chemie continues to transition from a cyclical materials company into a specialty and biotech-driven chemical leader. The group invests heavily in: - High-margin silicone specialties for e-mobility, semiconductors, and healthcare - Biosolutions, focusing on pharmaceutical proteins, cell-culture media, and biopharmaceutical contract manufacturing - Sustainable production, including CO₂ reduction, circular materials, and renewable energy integrationThese initiatives are aligned with Wacker’s long-term vision to achieve sustainable value creation and to strengthen its position as one of Europe’s most innovation-driven chemical groups.OutlookFor the full year 2025, Wacker Chemie expects: - EBITDA to remain solid in a normalizing pricing environment - Revenue growth supported by increasing demand for specialty silicones and biosolutions - Free cash flow to stay positive, reflecting the company’s strong operational performanceWacker remains confident in its strategic course, emphasizing resilience, innovation, and financial discipline as the foundation for future growth. This confidence is underpinned by the company’s strong operational performance and strategic investments.Key TakeawayWacker Chemie AG demonstrates that even in a volatile global environment, strong innovation, disciplined cost management, and diversified end markets create a stable and profitable business foundation.As Joerg Hoffmann concludes:“Wacker continues to deliver consistent results and invests strategically in technologies that will define the next decade — from biotech to sustainable materials.”▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

BRAIN Biotech AG Deep Dive: Key TakeawaysIn this exclusive deep dive, Michael Schneiders, CFO of Brain Biotech AG, takes on the seven most frequently asked questions from institutional investors — offering clarity, conviction, and a forward-looking view on everything from AI-driven enzyme discovery to U.S. expansion, M&A, and the commercial pipeline within the BioIncubator portfolio.Let’s unpack the key investor topics that matter most to understanding Brain Biotech’s current strategy and its long-term value-creation potential.1. What are Enzymes, and Why Are They So Attractive?Enzymes are natural proteins that catalyze biochemical reactions, and Brain Biotech focuses on microbial enzymes with industrial and human applications. Why does this matter to investors? Because enzymes offer low-energy, biodegradable, and sustainable alternatives to chemical synthesis — making them key tools in the green industrial transformation.The global enzyme market stands at €6 billion, growing at mid-single-digit rates with strong margins. Consumers prefer natural enzyme-based solutions, especially in food, nutrition, and life sciences. Brain, with its unique position and strategic focus, is well-positioned to lead this trend.2. What Sets Brain Biotech Apart from Other Industrial Biotech Firms?Michael Schneiders emphasizes Brain’s end-to-end platform—from discovery and AI-assisted enzyme design, to development, fermentation, and production. Few players can offer the full value chain. This integrated model serves three verticals:ProductsProprietary enzymes for food & life science.CDMOContract manufacturing for biopharma clients.CROCustom research in enzyme innovation.This makes Brain not just a supplier, but a strategic co-developer with its clients — increasing stickiness, value creation, and margin expansion.3. How Is AI Revolutionizing Enzyme Discovery at Brain?Brain’s AI and machine learning platforms are now central to its enzyme innovation engine. Their proprietary platform, “MetXtra,” enables the discovery and synthetic design of novel enzymes, with 99% of the sequences unique to public databases.With bioinformatics, machine learning, and CRISPR gene editing, Brain is accelerating timelines from idea to prototype, cutting costs, and driving customer success. Their goal: design enzymes that don’t yet exist in nature—customized for client needs.This digital-first approach is transforming Brain into a tech-enabled biotech innovator—and investors are taking notice.4. What Are Brain’s Medium-Term Growth Targets, and What Role Does M&A Play?Brain’s mid-term goal is to double enzyme segment sales through high-single-digit to low-double-digit organic growth. The addressable market for their core activities is approximately €2 billion — and with only €50 million in sales today, there’s massive upside.Brain also aims to lift its adjusted EBITDA margin from 10% to 15%, unlocking operational leverage as scale increases.While organic growth is the priority, Brain remains opportunistic on M&A—with a successful track record including Biocatalysts, RareTech, and AnalytiCon Discovery. One more medium-sized acquisition (à la Biocatalysts) is planned within the next 5 years. ..▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/nvestor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

🎙️ Amadeus Fire AG – Elevator Pitch by CEO Robert von Wuelfing In this special elevator pitch, Robert von Wuelfing, CEO of Amadeus Fire AG, offers a dynamic, high-level walkthrough of one of Germany’s most respected players in white-collar staffing and vocational education.Based in Frankfurt and operating nationwide, Amadeus Fire stands out in the German HR market with its distinctive blend of personnel services and advanced professional training. This unique approach is perfectly aligned with the long-term labour market trends, making us a force to be reckoned with.A Company That Connects People and SkillsAt its core, Amadeus Fire is a platform for qualifications. The group not only matches highly qualified candidates with companies across Germany but also offers training and upskilling services under leading educational brands. This dual structure is our competitive edge, as it addresses both the supply and demand sides of skills.As Robert explains, “We are a career-long partner—for professionals and companies alike.” Whether a CFO needs a top finance interim, a job seeker requires retraining, or an IT team requires niche support, Amadeus Fire delivers.Business Structure: Dual Engines Driving Sustainable Growth1. Staffing (ca. 60% of revenue)Focus: White-collar roles in finance, accounting, HR, IT, and procurementServices:Permanent Placement – now the largest profit contributorInterim Management – freelance specialists on demandTemporary Staffing – employees on Amadeus payroll deployed to client projectsNetwork: 22 offices across Germany2. Training (ca. 40% of revenue)Brands: Comcave, GFN, Steuer-Fachschule Dr Endriss, and othersMarkets Served:Publicly funded (B2G): Retraining and reskilling unemployed workersCorporate (B2B): Customised upskilling programs for enterprisesPrivate (B2C): Individual learners looking to upskill or switch careersThe complementary nature of both segments creates a robust, counter-cyclical business model. This design ensures that Amadeus Fire is highly resilient to economic swings, providing our clients and partners with a sense of stability and confidence in our services.Market Drivers: Scarcity, Skills, and DemographicsRobert von Wuelfing lays out a compelling case: Germany is facing a long-term talent shortage. The baby boomer generation is retiring—reducing the workforce by 1% per year over the next decade—and there aren’t enough skilled replacements.Amadeus Fire is positioned perfectly to help solve this challenge.Whether it’s a corporation seeking urgently needed IT professionals or a displaced worker requiring retraining, Amadeus Fire offers scalable, targeted solutions through its talent ecosystem.Growth and Strategy HighlightsOrganic growth in both staffing and trainingInorganic expansion via acquisitions (e.g., Masterplan.com in 2025)Digital transformation, especially in AI-first training environmentsEcosystem building that integrates staffing + training + digital platformsIn the finance and accounting segment, where Amadeus Fire is a market leader, the company continues to win market share through speed, quality, and deep customer relationships.▶️ Other Videos:Elevator Pitch: seat11a.com/investor-relations-elevator-pitchCompany Presentation: seat11a.com/investor-relations-company-presentationDeep Dive Presentation: seat11a.com/investor-relations-deep-diveFinancial Results Presentation: seat11a.com/nvestor-relations-financial-resultsESG Presentation: seat11a.com/investor-relations-esgT&CThis publication is intended solely for informational purposes and does not constitute investment advice.By using this website, you agree to our terms and conditions as outlined on:👉 www.seat11a.com/legal👉 www.seat11a.com/imprint

BRAIN Biotech AG Q1 2024/25: Key TakeawaysBRAIN Biotech 9M 2024/25 Financial Results Deep DivePresented by Michael Schneiders, CFO | seat11a.comBRAIN Biotech Accelerates Growth in Core Business While Strengthening BioIncubator PipelineIn the first nine months of fiscal year 2024/25, BRAIN Biotech AG delivered a robust operational performance marked by steady revenue growth in its core segment and significant progress in its innovation pipeline. CFO Michael Schneiders outlined the company’s dual focus: scaling its BRAIN Biocatalysts division and commercialising projects within the BRAIN BioIncubator—its innovation engine for biotech breakthroughs.Solid Revenue Growth in Core Segment: BRAIN BiocatalystsBRAIN Biocatalysts—the heart of BRAIN Biotech’s operations—continues to perform like a “Swiss army knife” of industrial biotech, demonstrating its versatility and adaptability. Revenue in this segment increased by 8.1% year-over-year in Q3, driven by strong product sales and increased utilization of large-scale fermenters, particularly at the Cardiff and US operations. While the baking ingredients sector faced some softness, other verticals remained resilient. The adjusted EBITDA margin continued to improve due to scale effects, a more favourable product mix, and disciplined cost management.The division also stands out for its fully integrated biotech platform: from discovery and strain development to industrial-scale production and sales. BRAIN serves the full enzyme value chain, offering tailor-made solutions as a Contract Research Organisation (CRO) and Contract Manufacturing Organization (CMO/CDMO).Innovation Engine: BRAIN BioIncubatorThe BioIncubator division, which focuses on strategic participations and breakthrough biotech innovation, saw mixed performance in 9M 2024/25. While sales were softer due to the absence of milestone revenues from previous years and subdued order intake at AnalytiCon Discovery, significant strategic wins boosted the segment’s outlook. These wins include a strategic partnership with Corbion (Amsterdam-based sustainable ingredient leader) to commercialize “Perillic Active,” a natural antimicrobial for food preservation, and the successful consolidation of Breatec minorities, realizing a book gain of € 1.4 million.One of the key factors contributing to our positive outlook is our strategic partnership with Corbion, a leading sustainable ingredient company based in Amsterdam. This partnership aims to commercialize “Perillic Active,” a natural antimicrobial for food preservation, which we believe will significantly enhance our product portfolio and market reach.Successful consolidation of Breatec minorities, realizing a book gain of €1.4 million.Strong cost control despite ongoing R&D investments and two months of Akribion Genomics integration.The company has €10.5 million in cash available, providing solid liquidity to drive further innovation.Mid-Term Targets: Scaling with PrecisionReaffirming its long-term strategy, BRAIN Biotech aims to double revenues in BRAIN Biocatalysts to €100 million over the next five years, with an adjusted EBITDA margin of 15% and R&D investments of 4–6% of group sales. This growth will be driven by a combination of factors, including the commercialisation of milestones achieved by Pharvaris and genome-editing technologies (e.g., Akribion Therapeutics), which are expected to generate upside potential through milestone payments and royalty income. In the BioIncubator, the company’s focus will be on achieving commercialisation milestones and leveraging its strategic partnerships to fuel commercial upside.T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

ZEAL Network SE Elevator Pitch: Key TakeawaysZEAL Network SE – Inside the Future of Digital LotteryPresented by CFO Andrea Behrend on seat11a.comBusiness Model, Market Dominance & Bold StrategyCFO Andrea Behrend takes us inside ZEAL’s powerful business model, market dominance, and bold strategy to redefine the future of lottery as a thrilling digital-first experience with innovative offerings.A 25-Year Evolution into a Lottery Tech PowerhouseFounded over 25 years ago, ZEAL has evolved into a lottery tech powerhouse. With more than 1.4 million active monthly users, a market cap of over €1 billion, and €382 million contributed to good causes in 2024 alone, ZEAL merges tech innovation with social purpose. And it doesn’t stop there. The average monthly billing per user stands at €63, showcasing the brand’s strong consumer engagement and lifetime value model.“We’re not just selling lottery tickets. We’re selling dreams,” says CFO Andrea Behrend — and those dreams are delivered with German efficiency and digital sophistication.Core Business: B2C Lottery Brokerage ModelAt the heart of ZEAL’s business is its core B2C lottery brokerage model, operating under the popular consumer brands Lotto24 and Tipp24. These platforms offer licensed access to Germany’s beloved state lotteries such as Lotto 6aus49 and EuroJackpot, but with the added convenience, speed, and security of e-commerce. ZEAL doesn’t take on jackpot risks — it earns through brokerage commissions and service fees, while state lotteries handle prize payouts.Why Do Users Love ZEAL?Because it’s a 24/7 digital lottery experience, secure (no more lost tickets), fully mobile, with automatic prize notifications, personalised offers, and a suite of traditional, social, and instant-win products. Whether you’re dreaming of a €120 million EuroJackpot or a luxury home in Bavaria through the Traumhausverlosung, ZEAL makes lottery participation simple, meaningful, and exciting.Strategic Differentiators44% market share in German online lottery brokerageHigh customer retention and lifetime value (up to 20+ years)Diversified revenue via new product lines such as:freiheit+ (social lottery with strong charity partners)Traumhausverlosung (luxury house raffles)Virtual Games (now over 580 live titles)Market OpportunityThe total German lottery market is estimated at €10 billion, with an online penetration rate of only 29% — significantly behind sectors such as music streaming (81%) and banking (67%). ZEAL forecasts online lottery penetration rising to 50–70%, which would expand the digital market to €5–7 billion.ZEAL’s AmbitionCapture 50% of that online market, which would mean €2.5–3.5 billion in annual billings — more than double today’s level. With a highly scalable business, 80–85% of additional revenue is directly attributed to the EBITDA line, providing ZEAL with a clear pathway to margin expansion and increased shareholder value.Shareholder BenefitsStrong cash generation & stable EBITDAAttractive dividend policy + share buybacksExposure to a digital-native platform in a growing regulated marketHigh data-driven predictability and CRM-driven user retentionA Digital Platform Blending Profitability with PurposeWhether it’s recurring player cohorts, record-breaking jackpot years (such as 2024, with 13 peak jackpots), or expansion into new game categories, ZEAL is positioning itself as a dominant, resilient, and deeply trusted lottery technology platform...T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Kontron AG H1 2025 – Long-Form Financial SummaryPresented by CFO Clemens Billek on seat11a.comStrong Financial Performance with Raised Full-Year OutlookIn the first half of 2025, Kontron AG delivered standout financial performance under the leadership of CFO Clemens Billek. The company not only achieved rapid earnings growth but also demonstrated operational stability and momentum across its IoT, embedded computing, and software solutions segments—strong enough to raise its full-year profit guidance.1. Financial Performance & Margin ImprovementEBITDA: Surged by 78.2% to €146.0 millionReported EBITDA Margin: 18.7% (up from 10.5%)Adjusted (Underlying) Margin: ~12.6%Net Income (after minority interests): €88.9 million (up from €37.9 million)EPS: Increased to €1.45 (from €0.61)Key drivers included non-recurring gains from the deconsolidation of the COM business and the increasing share of revenue from the “Software + Solutions” segment, which rose to 34.7% of total revenue (up from 29.9%).2. Order Backlog, Book‑to‑Bill Ratio & Cash FlowOrder Backlog: €2,278 million (up from €2,078 million at year-end)Book‑to‑Bill Ratio: Improved to 1.26Operating Cash Flow: Positive €16.3 million (vs. –€16.8 million in prior year)Equity: Rose to €688.3 millionEquity Ratio: Improved to 38.1% (from 35.8%)The return to positive operating cash flow marks a key financial turning point, offering more flexibility for strategic investment and M&A. Strengthened equity metrics signal a solid and improving balance sheet.3. Raised Guidance & Investor ImplicationsIn light of the strong H1 2025 performance, Kontron raised its full-year profit forecast:New EBITDA Target: At least €270 million (up from €220 million)Revenue Guidance: Adjusted to ~€1,800 million (from €1,900–2,000 million), due to portfolio deconsolidationThis signals that while the topline is being recalibrated, the business mix is shifting toward higher profitability and improved margins—supporting investor confidence in earnings quality and strategic discipline.Strategic Context: What This Means Going ForwardExpansion in “Software & Solutions” mix reflects strategic shift to stable, high-margin revenue streams.Deconsolidation and portfolio simplification improve transparency and profit conversion.Order intake and backlog growth point to sustained demand in core IoT verticals: transportation, industrial automation, and telecom infrastructure.Positive cash flow and stronger equity position prepare Kontron for continued organic and inorganic growth.Key Takeaways for InvestorsRemarkable EBITDA growth (+78.2%) and margin uplift after adjusting the portfolioGreater emphasis on recurring, high-margin revenue via “Software + Solutions”Significant improvement in operating cash flow and financial flexibilityUpgraded profit guidance reflects accelerating earnings momentumStronger operational execution and strategic clarity increase investor confidenceConclusionKontron AG’s first half of 2025 shows disciplined execution, enhanced profitability, and strategic reorientation toward more stable, scalable business lines. With raised EBITDA guidance and a focus on high-margin growth, the company is positioned to continue delivering value to shareholders—both in the short term and beyond.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Hypoport SE Deep Dive: Key Takeaways📊 Hypoport Deep Dive Q&A with CEO Ronald SlabkeAnswering the Three Most Pressing Institutional Investor QuestionsPresented on seat11a.com🎯 Focused Q&A Format for Institutional InvestorsIn an exclusive and uniquely focused session, Ronald Slabke, CEO of Hypoport SE, engages in a transparent and deeply analytical conversation centred on the three most pressing questions raised by institutional investors. Instead of providing broad operational updates, Slabke concentrates on long-term strategy, structural market trends, and Hypoport’s positioning in Germany’s financial services landscape.🏡 1. Why Will the German Mortgage Market Outperform Inflation Over the Long Term?Slabke outlines how Germany’s housing demand has evolved since the European free labour movement began in 2011. Net migration from Southern and Eastern Europe has created long-term demand in urban centres, outpacing supply. The rental market is constrained by regulation, pushing more households toward homeownership.Key structural drivers:Low homeownership rate (42%) is rising due to changing demographics and investor exit trendsExpected recovery in new construction as pricing stabilizesUpcoming refinancing wave from expiring fixed-rate loansMassive potential for green home investments tied to Germany’s 2050 decarbonization targetsDespite interest rate-driven slowdowns in 2022, prices have rebounded—especially in metro areas like Berlin. Slabke sees a path toward €100 billion in quarterly mortgage volumes and home prices continuing to rise above inflation.💻 2. What Makes the Europace B2B Mortgage Platform So Critical?Europace has evolved from a product marketplace into a comprehensive SaaS-powered infrastructure, integrating over 1,000 banks and thousands of advisors. It’s a Salesforce-meets-eBay style digital ecosystem tailored for mortgages.Key platform enhancements:Agent and real estate integration to support mortgage closingsConsumer apps for document uploads, price discovery, and 1-click approvalsAI-driven fraud detection, underwriting, and instant credit decisioningWith Europace dominating regional banks and broker networks, and no credible competitor in sight, it is the undisputed backbone of Germany’s mortgage industry—central to Hypoport’s long-term value.🔄 3. Why Did Hypoport Diversify Beyond Mortgages—and Was It the Right Move?Hypoport expanded into insurance and other B2B finance sectors to replicate Europace’s success. While these sectors offer long-term promise, results have varied due to differing market readiness and regulation.Key takeaways from Slabke’s assessment:Diversification adds resilience and optionalityNot all verticals are equally scalable or receptive to platformsHypoport is now focusing on B2B markets where category leadership is achievableThis marks a shift back to core strengths, ensuring that Hypoport doubles down where its platform model can dominate, rather than spreading resources across less strategic segments.🧠 Conclusion: A Clearer, Stronger Hypoport for the FutureSlabke’s answers deliver a compelling message to long-term investors: Hypoport is structurally aligned with Germany’s most resilient market—housing—and owns the infrastructure to lead it.With renewed focus on automation, consumer-centric workflows, and platform dominance, Hypoport is positioned to scale even in a high-rate environment. Its strategic clarity and executional discipline support sustainable long-term growth.seat11a.com continues to be the destination for investor-centric insights, and this session underscores Hypoport’s role as one of Germany’s most innovative, infrastructure-critical fintech firms.T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

eDreams ODIGEO's Q1 2025 Key TakeawayseDreams ODIGEO Q1 FY 2026 – Executive SummaryPresented by CFO David Elizaga on seat11a.comStrong Start to FY 2026 with Subscription Model at CoreeDreams ODIGEO kicked off its financial year 2026 with a powerful performance that once again reinforces the strength of its subscription-based travel model. CFO David Elizaga presented a highly confident outlook, supported by solid subscriber growth, improved profitability, and continued strategic execution.Prime: The Growth EngineAt the heart of this success is Prime, eDreams’ unique travel subscription service. With 7.5 million subscribers now onboard, Prime has become the company’s core growth engine. In the first quarter alone, the firm added over 200,000 new subscribers, reaching the upper end of their guidance.This strong growth is not just about volume—it’s also about quality: renewals continue to increase as the member base matures, making the overall model more cost-efficient and highly profitable over time.Financial MomentumThis growth in Prime has translated directly into substantial earnings momentum. The company delivered strong increases in both adjusted net income and EBITDA, building on the gains seen in the previous year. As Prime now accounts for around three-quarters of total revenue, eDreams is less exposed to volatile travel pricing and more focused on predictable, high-margin recurring income.Operational Leverage and Strategic TransformationElizaga emphasized that the transformation of eDreams ODIGEO from a transactional to a subscription-based travel business is well ahead of schedule. Operating leverage is improving as acquisition costs drop per subscriber, and profitability continues to scale in line with revenue growth. This demonstrates the power of Prime to reshape not only the company’s income structure but the entire economics of travel booking in Europe and beyond.Capital Markets UpdateFrom a capital markets perspective, the company also launched a new €20 million share buyback programme, underlining its commitment to shareholders. This follows the near completion of the previous buyback effort, and it comes at a time when liquidity in the stock has markedly improved.FY 2026 OutlookLooking forward, the full-year EBITDA guidance of €215 to €220 million has been reaffirmed, representing a near doubling compared to the previous year. Management also remains confident in hitting its Prime subscriber target of 8.25 million by the end of FY 2026, with the long-term ambition to grow the subscriber base by approximately 10% annually.Conclusion by CFO David ElizagaElizaga concluded his presentation by highlighting the company’s position as a pioneer in the travel tech space. The model is not only working—it is accelerating. With Prime’s scale, efficiency, and customer loyalty on the rise, eDreams ODIGEO is entering a new phase of growth, profitability, and shareholder value creation.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

LEG Immobilien SE – Affordable Housing with Impact and Long-Term UpsidePresented by Frank Kopfinger, Head of Investor Relations and StrategyIn this compelling elevator pitch on seat11a.com, Frank Kopfinger, Head of Investor Relations and Strategy at LEG Immobilien SE, delivers a clear and data-backed insight into one of Germany’s leading residential real estate companies.🏢 Who is LEG Immobilien SE? - LEG is Germany’s second-largest pure-play residential real estate company, managing a portfolio of approx. 172,000 units and housing nearly 500,000 tenants. - LEG operates exclusively in Germany, with a strong regional focus: ~80% of assets are located in North Rhine-Westphalia (NRW) — the country’s most populous state and an economic powerhouse accounting for 22% of German GDP. - LEG’s strategy is laser-focused on a single asset class: affordable living — a segment with high societal relevance and strong structural demand.💡 Core Value Proposition: Affordable Housing with Impact - Average tenant rent: €6.90/m² or about €440/month per household - 17% of units are rent-restricted, often with state subsidies - LEG’s approach serves a vital role in tackling Germany’s housing shortage and supports lower-income households while delivering consistent returns - The portfolio is attractively valued at €1,656/m², significantly below estimated replacement costs of €4,000–5,000/m² (excluding land)💰 Valuation & NAV Opportunity - Net Tangible Assets (NTA) per share stand at ~€131 - Compared to the current market price of €73, this represents a ~44% discount - Kopfinger notes that this valuation gap reflects past interest rate-driven headwinds, but believes the worst is behind them📈 Crisis Management: From Defensive to Offensive - LEG navigated recent macro pressures with clear, cash-focused steering and strict financial discipline: - Shifted core KPI to AFFO (Adjusted Funds from Operations), the sector’s proxy for free cash flow - Suspended dividend in FY 2022 to conserve capital - Issued scrip dividends in 2023 and 2024, preserving over €100 million in cash - Sold >5,700 non-core units since 2023 for >€550 million, often at or above book value - Halted new development pipeline — last new units to be completed by the end of 2025 - Opportunistically refinanced debt, achieving an average financing cost of 1.54% - Maintained LTV (Loan-to-Value) at 47.6%, with further deleveraging underway🏗️ Growth Outlook: Structural Tailwinds Remain Strong - Germany’s housing sector remains severely undersupplied — and LEG is well-positioned to benefit: - The supply-demand imbalance continues to widen, with construction output declining - LEG expects further organic rent growth, driven by: - Ongoing market rent adjustments - Cost rent adjustments in subsidised units (2026) - Expiry of rent restrictions on ~16,000 units by 2028, creating value uplift potential - LEG also diversifies income through services: energy, multimedia, and maintenance🔄 Capital Allocation: Predictable and Yield-Oriented - LEG’s dividend policy is anchored on 100% of AFFO payout - Also shares proceeds from disposals of non-core assets - In 2025, LEG narrowed its AFFO guidance to €215–225 million, indicating an expected YoY increase of ~10% at the midpoint🎯 Strategic Positioning: A Play on Resilience and Social Relevance - LEG delivers high earnings stability across the cycle - FFO I and AFFO metrics in 2025 are already back at pre-crisis levels - Despite macro headwinds, LEG has maintained operational profitability, preserved liquidity, and defended its balance sheet - The portfolio remains well-balanced across regions, with 67% in normal rent markets and 33% in tense markets — limiting regulatory downsideT&C www.seat11a.com/legal

JOST Werke SE H1 2025: Key TakeawaysQ2 2025: Resilience, Strategic Focus, and Hyva PMI Integration🔹 Strong Group-Level Performance - Total sales reached €391 million, including €109 million from the Hyva hydraulics segment (excluding crane business). - Organic sales declined slightly by -3%, reflecting a challenging global demand environment. - Adjusted EBIT increased by 9.5% to €37 million, supported by resilient aftermarket sales and the positive impact of discontinuing the crane segment. - Adjusted EBIT margin improved to 9.8%, thanks to effective cost control and portfolio optimisation.🔹 Regional Trends - EMEA: Sales grew by 3.7% year-over-year, with EBIT margin rising to 5.8%, indicating market stabilisation. - Americas: Sales fell by 11.1% due to tariff uncertainty, while profitability remained solid at 11.0% EBIT margin. - APAC: While sales were down 10.2%, strong growth in Agriculture and OEM partnerships in South America and APAC supported a recovery. EBIT surged by 80.7%, driven by long-term contracts and margin expansion.🔹 Strategic Highlights - Crane Business Exit: Sale and Purchase Agreement (SPA) signed on August 11, 2025, with closing expected in Q4. - Hyva PMI Integration: Integration is proceeding well, with synergies already being implemented. - Financing: Successful issuance of a €320 million promissory note loan during the quarter, improving the maturity profile at favourable rates.🔹 Outlook for FY 2025 - Confirmed and specified: - Sales (continued operations): Expected to grow by 40–50% YoY - Adjusted EBIT: Increase by 23–28% YoY - Adjusted EBITDA: Increase by 23–28% - CapEx: Approximately 2.9% of sales - Working capital: Targeted below 18.5% of sales - Including discontinued operations (cranes): Sales growth outlook rises to 50–60% and EBIT to 25–50%, depending on deal closure timing.🔹 Key Messages - Despite macroeconomic pressures, JOST’s diversified business model—spanning geographies, industries, and customer bases—proved effective in mitigating risk and stabilising margins. - The aftermarket and Agricultural segments offer strong potential for further growth. - M&A and local market share gains remain central to JOST’s long-term strategy.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Hypoport SE H1 2025: Key TakeawaysHypoport SE H1 2025: Rebounding Stronger in Germany’s Digital Finance EcosystemPresented by Ronald Slabke, CEOIn his H1 2025 presentation on seat11a.com, Ronald Slabke, CEO of Hypoport SE, outlines a strong rebound in operating performance, signalling a continuation of the recovery that began in late 2024. With double-digit revenue growth, a 94% increase in EBIT, and stable platform expansion, the digital financial service provider reinforces its leadership in Germany’s mortgage and real estate ecosystems.H1 2025 Key Financial Figures (Adjusted): - Revenue: approx. €305 million (+13% YoY) - Gross Profit: approx. €130 million (+14% YoY) - EBIT: approx. €16 million (+94% YoY) - EBIT Margin: significantly improved - Free Cash Flow: positive trend continuedQ2 2025 Highlights: - Revenue: approx. €146 million (+6% YoY) - Gross Profit: approx. €64 million (+13% YoY) - EBIT: approx. €7.4 million (nearly 2x YoY)CEO Ronald Slabke’s Commentary: “The growth trajectory that began with the private mortgage market rebound in 2024 continues into the first half of 2025. Our platforms—especially Europace, Finmas, and Genopace—are benefiting from both market recovery and stronger partner engagement. Our digital ecosystem is gaining depth, and we are becoming increasingly indispensable to our partners.”Platform and Segment Highlights: Real Estate & Mortgage Platform (Europace, Finmas, Genopace): - Core growth driver in H1 2025 - Transaction volume grew faster than the market average - Productivity improvements for banks, brokers, and insurers - Increased automation and better customer journeys attracted new partners - Continued scaling in cooperative banking segments - Financing Platform (B2B Lending): Stable but slower growth - Mixed performance across corporate lending and development financing - Cost control measures offset margin pressure - Focus on digitising manual processes - Insurance Platform: Solid user base, modest revenue growth - Further digital product investments underway - Evaluating enhanced cross-platform capabilities with mortgage platforms Real Estate Platform: - Slight uptick in transaction-based revenue - Lower asset rotation in institutional real estate segment - Preparing to integrate deeper ESG metrics into listings and analytics - Steady partner base growth in mid-sized housing segment Strategic Themes Driving Momentum: - Continued digitisation of real estate financing in Germany - Platforms like Europace becoming essential infrastructure - Regulatory pressures driving demand for compliance automation - Strengthening network effects between banking and insurance partners - Record-high customer loyalty metrics Financial Stability and Operational Leverage: - Improved operating leverage from higher platform utilisation - Disciplined hiring focused on product and technology - Ongoing cost focus with targeted R&D investment - Conservative capital allocation prioritising organic growth and profitability▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Mutares SE Elevator Pitch: Key Takeaways🔍 Who is Mutares?Mutares is a global private equity specialist focused on distressed carve-outs and special situations. The firm, headquartered in Munich, is family and owner-managed, with around 40% of shares held by management, ensuring strong alignment with shareholder interests.“We take what others discard and transform it into something of value,” says CIO Johannes Laumann, encapsulating Mutares’ unique and entrepreneurial approach that sets it apart in the private equity landscape.💼 Core StrategyMutares thrives on entrepreneurial transformation. It acquires non-core assets from corporates—typically underperforming, unloved businesses—and restores them through active hands-on restructuring. With ~160 operational experts embedded in the portfolio companies, Mutares drives turnaround from the inside out.🌍 Global Expansion & FootprintBy 2025, Mutares is set to further its global reach, establishing new offices in Chicago, Tokyo, Mumbai, and Shanghai, in addition to its strong European base in cities like Frankfurt, Milan, Paris, and Helsinki. This expansion instils optimism for the company’s future growth and success.This local presence enables deal sourcing and execution on a global scale, with expert understanding of regional nuances and distressed asset opportunities.📦 Diversified PortfolioMutares segments its ~33 portfolio companies into four balanced sectors, mitigating cyclical risk: - Automotive & Mobility – €2.8 bn annualized revenue - Engineering & Technology – €1.5 bn annualized revenue - Goods & Services – €1.6 bn annualized revenue - Infrastructure & Special Industry – €1.4 bn annualized revenue - These sectors span early-, late-, and non-cyclical industries, giving Mutares flexibility to buy and sell across market environments.📈 Outlook 2025Following years of dynamic growth, Mutares enters a new strategic phase focused on profitable exits and global consolidation: - Transaction Pipeline: Over €200 million in gross exit proceeds targeted - Revenues (Group): €6.5 to €7.5 billion - Holding Net Income: €130 to €160 million - EPS Target: €7 per share - Mid-Term Goal: €200 million net income → €9 EPS - Market Cap Vision: €1 billion - Revenue Vision: €10 billion Group turnoverLaumann emphasises:“We’re not a fund. We don’t have to exit on a clock. We sell when it makes sense.”📌 Segment Outlook - Automotive & Mobility: Consolidation and preparing large platforms for exit - Engineering & Technology: Expansion driven by energy, infrastructure, and the “Trump effect” in industrial policy - Infrastructure & Special Industry: Strong momentum in defence and logistics - Goods & Services: Reliable, non-cyclical services with niche leadership💰 Capital Allocation & DividendsMutares follows an attractive dividend policy:Base Dividend: €2.00 per sharePerformance Dividend: Additional payout from significant exitsBond Investors: Access to double-digit returns with bonds maturing in 2027 and 2029, listed in Frankfurt and Oslo🧩 Why Invest in Mutares? - Leading European player in carve-out restructuring - Globally diversified transaction and portfolio platform - Hands-on, entrepreneurial turnaround strategy - Management is personally invested - Clear roadmap to €200m+ profits and €10bn turnover - Strong alignment of shareholder value and sustainable growth“With one share in Mutares, you’re exposed to 33 companies across industries—and we’re just getting started,” concludes Laumann.T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Mutares SE Deep Dive: Key Takeaways🧩 Segment-by-Segment Strategic Outlook1. Automotive & MobilityFocus on consolidation and exit readiness for two major portfolio groups. Selected expansion will occur only where highly accretive. The segment remains a major revenue contributor (~€2.8 billion annualized).2. Engineering & TechnologyDescribed by Laumann as benefiting from the “Trump effect”, this segment rides the wave of infrastructure and energy capex, including investments in both traditional and renewable energy sectors. Exposure to high-demand fields like defense, chemicals, and logistics positions Mutares for deep value creation here.3. Infrastructure & Special IndustryDubbed the “home run” segment, this unit has proven resilient and profitable, especially through recent geopolitical shifts. With growing demand for logistics and defense equipment, Mutares is expanding its industrial presence in this vertical, with about €1.4 billion in annualized revenue across 7 companies.4. Goods & ServicesThis segment is viewed as non-cyclical and plannable, delivering recurring revenues from industrial services. The team continues to scale existing operations, dominate niche markets, and consolidate fragmented sub-sectors across Europe.🌍 Global Reach & Portfolio DiversificationWith offices in Tokyo, Shanghai, Mumbai, Chicago, and Helsinki, Mutares now boasts over 35 companies across 4 continents, creating a balanced and diversified platform. Annualized group revenue is now over €7 billion, and the firm’s average holding period of 3–5 years allows for deep operational turnaround and exit readiness.Mutares follows an active ownership model focused on: - Deep operational engagement - Cost transformation and synergy creation - Exit multiple enhancement (ROIC target of 7–10x)💰 Capital Structure & Dividend PolicyMutares offers investors access to the private equity space through: - An attractive dividend strategy: €2.00 base dividend plus performance dividend - Listed bonds maturing in 2027 and 2029 - A goal to grow market cap to €1 billion - A long-term net income target of €200 millionThe company also pursues sustainable management practices, operating as a family- and owner-managed enterprise, with strong alignment between management and shareholders.✅ Key Takeaways - €130–160 million net income targeted for 2025 - €6.5–7.5 billion in group revenue guidance - Over €200 million in exit proceeds expected - Expansion in North America and Asia - New growth from infrastructure, defense, chemicals, and logistics - Strategic consolidation in Automotive & Mobility - Mutares aims for €10 billion in revenues and €200 million in profitLaumann concluded by reiterating Mutares’ unwavering commitment to growth, value creation, and a shareholder-aligned model. With its buy-build-exit approach and sector-diversified structure, Mutares is positioning itself as a global leader in special situations and distressed carve-outs, ensuring a secure and prosperous future for all stakeholders.▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

LEG Immobilien SE: H1 2025 Financial Performance HighlightsPresented by Frank Kopfinger, Head of Investor RelationsIn his H1 2025 presentation on seat11a.com, Frank Kopfinger outlines a solid half-year performance for the group, emphasising double-digit AFFO growth, high occupancy, and strategic progress in sustainability and capital structure. Despite persistent macroeconomic challenges, LEG remains one of Germany’s most reliable and resilient residential real estate platforms.Financial Highlights H1 2025 (vs. H1 2024): Rental Income: €579.5m vs. €568.0m (+2.0%) Net Cold Rent: €549.0m vs. €537.7m (+2.1%) Funds from Operations (FFO I): €202.7m vs. €202.0m (+0.3%) Adjusted FFO (AFFO): €143.8m vs. €130.1m (+10.5%) AFFO per share: €2.13 vs. €1.93 (+10.4%) Loan-to-Value (LTV): 43.5% vs. 44.3% (Improved) Occupancy Rate: 99.0% (Stable)Key Takeaways: AFFO growth of 10.5% YoY reflects high rental stability and disciplined cost control Net cold rent increase supported by modernisations, indexation, and robust occupancy Maintenance and operating costs well managed, contributing to stable margins CapEx focus remains disciplined, with selective, ESG-aligned modernisation Dividend payout ratio tied to AFFO for long-term investor confidencePortfolio Performance: ~167,000 residential units focused on affordable housing in German urban and suburban areas Like-for-like rent growth of 3.1% despite regulatory headwinds Re-letting rent growth of 4.5% in dynamic locations Strong demand and low supply in core marketsESG & Sustainability Strategy: Modernisation rate at 2.6% of portfolio (targeted, cost-effective upgrades) Focus on climate-efficient buildings and tenant-centred refurbishment CO₂ intensity reduction remains a strategic priority Strategy supports tenant loyalty, compliance, and long-term valuationBalance Sheet & Capital Structure: LTV improved to 43.5%, enhancing financial flexibility Average debt maturity extended to 8.6 years, average interest cost 1.57% No major refinancing needs until 2026 Continued moderate deleveraging via retained earnings and disciplined cash flowFull-Year 2025 Guidance (Confirmed): AFFO: €265–280 million AFFO per share: €3.90–4.10 Dividend: Based on 100% AFFO payout Continued CapEx discipline and operating stabilityFinal Outlook from Frank Kopfinger:“We continue to deliver on what LEG is known for: stable, predictable results, responsible capital management, and value creation for all stakeholders. Our strong operational base gives us the flexibility to grow responsibly in a changing environment.”▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.