Aumann (AAG) Investor presentation summary

Strategic focus and market positioning

• Specializes in automation and robotics, with a strategic emphasis on e-mobility and EV production lines for global customers.

• Offers modular, process, and turnkey solutions tailored to electromobility, covering assembly, winding, joining, and Industry 4.0 integration.

• Expands beyond automotive into aerospace, clean tech, and life sciences through the Next Automation segment.

• Recent market and political developments, such as EU defense and German infrastructure investments, support growth in automation and clean tech.

E-mobility and market trends

• Global EV market share is projected to rise significantly, with BEVs expected to comprise two-thirds of sales by 2035.

• E-mobility segment includes solutions for motors, batteries, inverters, and energy storage, with innovation and M&A driving technology leadership.

• Production lines support a wide range of EV components, from stators and rotors to battery packs and control systems.

Financial performance H1 2025

• Revenue declined to €108.3 million due to softer order intake, with EBITDA at €11.4 million and a 10.5% margin.

• Order intake dropped 30.8% year-over-year, and order backlog fell 43.7%, reflecting cautious investment in the auto sector.

• E-mobility segment maintained resilient profitability with an 11.9% EBITDA margin despite market headwinds.

• Next Automation segment grew order intake by 20%, focusing on clean tech and aerospace, with a robust 13.5% EBITDA margin.