Wienerberger (WIE) investor relations material

Executive summary

• Revenues rose 13% year-over-year to €1.41 billion in Q2 2026, driven by 7% organic growth and strategic acquisitions.

• Operating EBITDA declined to €230 million from €253 million due to weak residential new-build activity, especially in the US, Canada, and UK.

• Over 60% of revenues now come from infrastructure and renovation markets, reflecting a successful portfolio transformation.

• Recent acquisitions, including Italcer and NEWS Group, strengthened positions in renovation and infrastructure segments.

Financial highlights

• Group revenues increased to €1.41 billion in Q2 2026 from €1.25 billion in Q2 2025.

• Operating EBITDA fell to €230 million, impacted by a €30 million EBITDA reduction from weak new residential markets.

• EBITDA contribution from changes in scope (acquisitions) exceeded €16 million in Q2 2026.

Outlook and guidance

• Renovation and infrastructure activities, plus acquisitions, are expected to perform in line with initial 2026 guidance.

• Residential new-build markets are forecast to remain subdued, with a €100 million adverse EBITDA impact expected for 2026.

• Operating EBITDA for 2026 is projected at approximately €700 million.

• Cost inflation mitigation measures, including price increases, will be fully reflected in H2 2026 earnings.