MBB (MBB) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
4 Sep, 2026Strategic focus and business model
Provides long-term succession solutions for sustainable Mittelstand companies, maintaining a family-owned structure since 1995 and prioritizing sustainability and long-term value creation.
Emphasizes capital market access to drive extraordinary growth and value creation, with no intention to resell acquired businesses.
Portfolio and market trends
Portfolio targets structural megatrends such as energy transition, e-mobility, IT security, ecological materials, and consumer goods.
Recent divestment of CT Formpolster to Nexeras allows focus on core businesses and increases M&A capacity.
Financial performance and guidance
Achieved significant margin expansion and profitability growth in H1 2026, with revenue of €536m and adj. EBITDA margin rising from 14.1% to 21.8%.
Q2 2026 saw revenue of €299m (+5% y-o-y) and adj. EBITDA margin of 25.1%.
Increased 2026 guidance to €1,100–1,200m revenue and 18–20% EBITDA margin.
Latest events from MBB
- Adjusted EBITDA up 53% in H1 2026, margin expansion, and upgraded 2026 guidance.MBB
Q2 2026 - Adjusted EBITDA jumped 40% and equity topped €1 billion, with strong 2026 guidance reaffirmed.MBB
Q1 2026 - Record revenue and profitability in FY2025, with strong cash and stable 2026 outlook.MBB
Q4 2025 - Record 9M growth and raised 2025 guidance, driven by Service & Infrastructure.MBB
Q3 2025 - H1 2025 saw 17% revenue growth, margin expansion, and strong Service & Infrastructure performance.MBB
Q2 2025 - Adjusted EBITDA margin raised to 12% as revenue and profitability surge across segments.MBB
Q3 2024 - Record EBITDA growth, strong cash, and raised margin outlook for 2024 above 10%.MBB
Q2 2024 - Q1 revenue up 27%, EBITDA margin 11.5%, strong cash, and stable 2025 outlook.MBB
Q1 2025 - Record revenue and EBITDA growth, strong cash, higher dividends, and stable outlook.MBB
Q4 2024