IONOS Group (IOS) investor relations material

Executive summary

• Achieved strong revenue and adjusted EBITDA growth in H1 2026, with customer base expanding by 280,000 to 6.91 million, outpacing prior year growth.

• AI features, including AI Phone Assistant and AI App & Site Builder, launched across all product lines and markets, driving innovation and customer satisfaction, especially among SMBs.

• Maintained leading market positions in core European markets and demonstrated robust expansion in North America.

• The AdTech segment (Sedo) was classified as discontinued and held for sale, with core business now focused on Web Presence & Productivity and Cloud Solutions.

Financial highlights

• H1 2026 revenue reached €701.1mn, up 6.9% year-over-year (+8.2% excluding FX); adjusted EBITDA was €245.2mn (+3.5% YoY), margin at 35.0% (down from 36.1%).

• Adjusted EPS from continuing operations increased 21.7% year-over-year to €0.84, driven by higher EBITDA and lower financing costs.

• Q2 2026 revenue grew 8.1% year-over-year to €352.7mn; adjusted EBITDA margin at 36.0%.

• Free cash flow after leasing (FCF aL) for H1 2026: €134mn, up €32mn year-over-year; cash and cash equivalents at €50.4mn.

• Equity increased to €331.6mn, equity ratio at 20.3%.

Outlook and guidance

• FY 2026 revenue growth guidance raised to ~8% currency-adjusted (from ~7%), with Cloud Solutions expected to grow 10–15%.

• Adjusted EBITDA for FY 2026 expected at ~€530mn, with margin projected at 37–38%.

• Mid-term guidance targets ~10% total revenue growth, ~20% Cloud Solutions growth, and ~40% adjusted EBITDA margin.

• Growth expected to continue, supported by customer expansion and AI product innovation.