Aumann (AAG) Investor presentation summary

Market overview

• Focus on automating growth markets including E-mobility, aerospace, life sciences, and clean tech.

• E-mobility segment benefits from global electrification, with 2 out of 3 new cars expected to be EVs by 2031.

• Aerospace sees strong demand with over 40,000 new aircraft forecast and rising defense spending.

• Life sciences market expands with global medicine spending expected to exceed $2.6tn by 2030.

• Clean tech driven by doubling renewable power capacity and rapid growth in battery storage and fuel cells.

Operational highlights

• Innovation and process know-how are core strengths, enabling large-scale automation projects.

• Competencies include converting, assembly, winding, joining, automation, testing, and project management.

• Asset-light business model supports profitable turnkey production solutions.

• Highly skilled engineering team and long-term partnerships drive expansion.

Financial performance H1 2026

• Revenue declined 34.8% YoY to €70.6 million, mainly due to E-mobility segment contraction.

• Next Automation segment grew 23.0% YoY, partially offsetting overall revenue decline.

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

• Order intake fell 27.3% YoY to €65.4 million, with order backlog down 29% to €115.4 million.

• Strong balance sheet with €154.4 million net cash and 62.2% equity ratio.