Aumann (AAG) Berenberg & Goldman Sachs German Corporate Conference 2026 presentation summary

Market opportunities and growth drivers

• Electrification is transforming vehicle production, with 2 out of 3 new cars expected to be EVs by 2031 and global BEV production forecast to grow by 82% between 2026 and 2031.

• Aerospace is experiencing strong demand, with over 40,000 new aircraft projected in the next two decades and OEMs holding significant production backlogs.

• Life sciences are expanding into high-tech applications, with global medicine spending expected to exceed $2.6tn by 2030 and the transdermal drug delivery market set to double.

• Clean tech is driven by the global energy transition, with renewable power capacity expected to more than double by 2030 and rapid growth in battery storage and fuel cells.

Innovation and operational strengths

• Combines deep process know-how with proven large-scale automation execution, including converting, assembly, winding, joining, and testing.

• Strong project management, virtual commissioning, supplier integration, and ramp-up capabilities support execution.

• Highly skilled engineers and diversified technologies enable automation for E-mobility, aerospace, clean tech, and life sciences.

Financial performance H1 2026

• Revenue declined 34.8% YOY to €70.6 million, mainly due to E-mobility segment weakness, while Next Automation grew 23.0% YOY.

• EBITDA margin remained solid at 10.5%, reflecting effective efficiency measures.

• Order intake fell 27.3% YOY to €65.4 million, with order backlog down 29.0% YOY to €115.4 million.

• Next Automation segment maintained a strong book-to-bill ratio of 1.63 over the past twelve months.