2G Energy (2GB) Investor presentation summary

Company overview and financials

• Founded in 1995, headquartered in Heek, Germany, with a market cap of approximately €1 billion and about 1,000 employees worldwide.

• Main shareholders hold 43% (Grotholt 29%, Gausling 14%), with a free float of about 55%.

• 2026 net sales forecast at €490 million (+23% YoY), with EBIT margin of 9.5–10.5%; 2027 guidance at €570–620 million sales and EBIT margin above 11%.

• Equity ratio above 50%, with 10 international subsidiaries and a strong presence in G7 countries plus Poland, Netherlands, Belgium, and Japan.

• Sales have grown at a 14.5% CAGR over five years, with EBIT up 23.8% in the same period.

Product portfolio and technology

• Offers the most comprehensive range of decentralized energy solutions, including CHP (Combined Heat and Power) plants, heat pumps, and Gas2Power systems.

• CHP plants operate on various gases (natural, biogas, hydrogen, special gases) and deliver both electricity and thermal energy.

• Product range covers 20 kWe to 4,500 kWe for power generation and 44 kWth to 3,500 kWth for heat, with robust R&D and digital monitoring.

• Technological leader in gas engines for data centers, offering fast, flexible, and cost-efficient solutions with plug-and-play container systems.

• Recent acquisition of a 50% stake in LC Systems GmbH strengthens container system capabilities for data centers and peaker plants.

Order situation and market trends

• Record Q2 2026 order intake of €422.4 million, with H1 2026 total at €479.4 million (up from €110.7 million YoY).

• US data center segment contributed €350.3 million in H1 2026 orders; non-North America orders up 57% to €72.1 million.

• Data center orders expected to continue strong through 2028, with European markets beginning to follow US trends.

• Mining sector pipeline extends to 2030+, with first orders in Australia and further potential in the US, South America, and South Africa.

• Customer base diversified across industry, trade, energy, manufacturing, public utilities, and biogas plants.