Kme Group S.p.a. · MIL:KME
Kme — cunova — Investor Presentation (August 2026)
26 slides from Kme's investor presentation, Aug 31, 2026
Slide 1: Company presentation
Company presentation 31 August 2026
Slide 2: Disclaimer
Disclaimer IMPORTANT: Please read the following before continuing. The following applies to this document, which has been prepared by cunova GmbH (the “Company”) solely for information purposes in relation to the Company. This presentation and the information contained in it (the “Information”) must
Slide 3: Leadership team driving growth
Leadership team driving growth Christoph Geyer Jan-Torben Kessler Chief Executive Officer Chief Financial Officer • Joined cunova in 2025, 20+ year tenure at KME • Joined cunova in 2026 • Former KME General Manager, transitioned into multiple high-tech ventures • C-suite background spanning CFO and
Slide 4: Copper at its best
Our positioning COPPER AT ITS BEST cunova is a fully integrated global leader in advanced copper alloy solutions, enabling mission-critical applications across high-growth, strategically-relevant and technically-demanding end-markets Source(s): Company information 4
Slide 5: Rich heritage rooted in German engineering excellence
Rich heritage rooted in German engineering excellence 1920s 2022 2025 KME’s specialty copper KME Special welcomes Appointment of new management team business Paragon Partners as a new to improve efficiencies was founded shareholder and drive transformational growth cunova tomorrow… 100+ years of Ger
Slide 6: Global, highly-specialised and financially robust engineering company
We are a global, highly-specialised and financially robust engineering company Revenue(5) share 2025PF Revenue by application Solid, long-lasting Aerospace applications €428m relationships Maritime applications 3% Casting technologies & 18% services Revenue 2025PF(1) with customers, spanning up 54%
Slide 7: We proudly serve high-tech, specification-driven end-markets
We proudly serve high-tech, specification-driven end-markets Casting technologies Aerospace Maritime Industrial and services applications applications applications Applications Rods, bars, profiles tubes, cooling elements Copper moulds and components for Rocket engine and other components Piping, tu
Slide 8: cunova – A compelling investment opportunity
cunova – A compelling investment opportunity Exposure to key cunova operates in a large and growing high-performance copper alloy market, fuelled by ~€8bn TAM/ ~9% CAGR(1) 1 structural megatrends multiple structural megatrends and a favourable regulatory framework attractive, future-ready niche mark
Slide 9: Attractive and structurally growing niche markets with clear tailwinds
Attractive and structurally growing niche markets with clear and well 1 identified tailwinds(1) Large, growing market opportunity… …driven by powerful, visible secular megatrends Rising aerospace & defence spending Rising aerospace and defence spending expected to continue to boost demand Total Addr
Slide 10: Market leading positions across our core, high-value applications
2 Market leading positions across our core, high-value applications Casting technologies Aerospace Maritime Industrial and services applications applications applications Global leading player Sole Global leading player Leading in casting technology(1) established specialty in maritime market(2) sup
Slide 11: Portfolio of advanced solutions engineered for high reliability
A portfolio of advanced solutions engineered for high reliability, 3 performance and customer requirements Casting technologies Aerospace Maritime Industrial and services applications applications applications cunova's solutions are typically designed into highly demanding applications where perform
Slide 12: Leading in copper alloy solutions and services for casting
3 Leading in copper alloy solutions and services for casting Casting technologies Casting technologies and services cunova’s differentiated product expertise and services • Pioneers of cutting edge, milestone casting technologies (e.g. CV Cooling Design(1)) developed through proprietary Casting moul
Slide 13: Enabling critical technology for next-generation rocket propulsion
The enabling critical technology for next-generation rocket propulsion 3 and space exploration Casting technologies Aerospace applications cunova’s differentiated product expertise and services • Harnessing expansion of the “space economy” Injector • Deep engineering expertise and development of two
Slide 14: High reliability for demanding maritime environments and defence missions
High reliability for demanding maritime environments and defence 3 missions Casting technologies Maritime applications cunova’s differentiated product expertise and services Defence applications O&G(1) offshore applications • Provision of advanced anti-corrosion piping solutions and flow management
Slide 15: High-performance components for critical industrial applications
3 High-performance components for critical industrial applications Casting technologies Industrial applications cunova’s differentiated product expertise and services • Pioneer in high-purity copper powders for 3D printing, Copper powders Tube bundles Hollow rods enabling advanced industrial applica
Slide 16: A trusted engineering partner deeply integrated with customers' operations
A trusted engineering partner deeply integrated with customers’ 4 operations Casting technologies Aerospace Maritime Industrial and services applications applications applications Established supplier to many Tier-1 players(1) Foundry assets Group-owned casting assets mastering hard-to-cast copper a
Slide 17: Optimised production process designed for efficiency, scalability and margin leadership
Optimised production process designed for efficiency, scalability 5 and margin leadership A fully integrated manufacturing platform providing control over material quality, product development, lead times and security of supply as a result of the recent transfer of the foundry from KME to cunova Raw
Slide 18: Global footprint supporting customer proximity and supply chain resilience
5 A global footprint supporting customer proximity and supply chain resilience 3 continents production & service presence Osnabrück (DE) (headquarters) Brownfield expansion from service centres to integrated Fornaci production and service in targeted geographies, supporting Titusville (US) di Barga
Slide 19: Revenue model: metal costs are passed-through to our customers
6 Revenue model: metal costs are passed-through to our customers Illustrative mechanics of the pass-through material cost mechanism Metal cost Pass-through cost Product price ≈ Revenue Full Added Value (FAV) • Full Added Value (FAV) is cunova's primary KPI: a commodity price-neutral metric capturing
Slide 20: Robust financial profile, with consistent profitability and strong cash conversion
Robust financial profile, with consistent profitability and strong cash 6 conversion Revenue(1), €m Full Added Value (FAV)(2), €m % YoY growth (9.9%) 6.3% % YoY growth (3.7%) 20.9% % CAGR % of 23A-25PF (2.1%) revenue(1) 51.1% 54.6% 62.1% 446 % CAGR 428 23A-25PF 7.9% 402 Strategic inflection point Me
Slide 21: Our strategic positioning enables us to capture multiple avenues of growth
7 Our strategic positioning enables us to capture multiple avenues of growth Organic initiatives Inorganic initiatives Potential product and services Opportunities to scale Potential product expansion in the Potential platform expansion in the casting business area the aerospace business area mariti
Slide 22: A compelling investment proposition at the intersection of multiple megatrends
A compelling investment proposition well-positioned at the intersection of multiple attractive market megatrends Cu High-spec copper alloys Leading copper alloys Robust Clear, attainable components for mission- engineering provider financial profile growth strategy critical applications ✓ Leading co
Slide 23: Thank you
THANK YOU 23
Slide 24: cunova
(<) cunova
Slide 25: Appendix
Appendix 25
Slide 26: Framework for the transfer of foundry and aerospace businesses
Framework for the transfer of foundry and aerospace businesses Overview of asset transfer from KME Group to cunova Asset transfer overview Overview of pro-forma adjustments • Prior owner: cunova’s core metrics (Revenue, FAV and profitability (EBITDA)) have been adjusted as a • New owner: consequence