Montana Aerospace AG · SIX:AERO
Montana Aerospace — Investor Presentation (September 2025)
15 slides from Montana Aerospace's investor presentation, September 2025
Slide 1: Company Presentation 2025
Company Presentation 2025
Slide 2: Leadership Team
Leadership Team Representatives with profound and long-lasting experience management team Board of Directors Michael Tojner Kai Arndt Michael Pistauer Vicky Welvaert Chairman Co-CEO Co-CEO & CFO Group HRO Martin Ohneberg Christian Hosp Member Member Markus Vischer Michael Pistauer Member Member Aero
Slide 3: With the divestment of Energy & e-mobility, we are now a pure aerospace player
With the successful divestment of the Enegery & e-mobility segment, we are now a pure aerospace player From an industrial group… …to a pure-play aerospace integrator Operational complexity with three distinct segments Streamlined operational set-up to strengthen equity case Slowdown in automotive in
Slide 4: A pure aerospace player
A pure aerospace player AEROSTRUCTURES “Mission-critical aerostructures for every aircraft in the sky” As a globally operating industrial group, we specialize in key technologies for the aerospace sector. We focus on best-in-class efficiencies across all core processes of our value chain. This creat
Slide 5: Game changer in the aerospace supply chain
Game changer in the aerospace supply chain FULLY INTEGRATED BEST-COST-COUNTRY MANUFACTURING VALUE CHAIN FOOTPRINT HIGH MATERIAL INNOVATIVE PRODUCT DESIGN COMPETENCE BACKED BY OWN IP ESG DEEPLY INTEGRATED IN OUR BUSINESS MODEL FULL COMMITMENT TO OUR AMBITIOUS SUSTAINABILITY GOALS 5
Slide 6: Aerostructures segment at a glance
Aerostructures segment at a glance We are an important partner for leading aircraft manufacturers. Montana Aerospace‘s core competencies include the development and manufacturing of mission-critical aircraft parts. Our product portfolio ranges from structural components for fuselage, wings and landi
Slide 7: Focus on highly demanding aerostructures
Focus on highly demanding aerostructures Fuselage Systems Engine Rings / Nacelles Landing Gear High Lift Mechanisms Engine Parts Boeing 737 Aluminium Titanium Composite Notes: (General) Example of Boeing 737 Max and A320 exposure 7
Slide 8: Global Manufacturing Footprint
Global Manufacturing Footprint Serving an international customer base Americas Europe Asia High profile customer base ~900 ~4,100 ~1,200 Medieșu Spirit Award 2022 Vancouver Stillwater Zaventem Regau Baia Mare Dumbravita Da Baoying Nang Aurit Ball Corsio della Canton Ball Ground Ground Reinach Dillin
Slide 9: Serving all major commercial aircraft platforms
Serving all major commercial aircraft platforms A220 737 MAX A320 family 777 / 777X A321 787 A330 747 A350 767 9 E170 Global 7000 E190 F35 Notes: (General) Exemplary snapshot only 9
Slide 10: Vertical Integration
Vertical Integration Providing major cost-, time- and ESG -advantages Raw Al/Ti Billet Surface Sub Final Material Machining OEM Smelter Casting Treatment Assembly Assembly Production Non-integrated Supplier 1 Supplier 2 Supplier 3 Supplier 4 Supplier 5 Tier 1 OEM A350 Ti Seat Track Margin Costs: sha
Slide 11: Aerostructures segment: Strong commercial performance in 2024
Aerostructures segment: Strong commercial performance in 2024 Description Net sales Adj. EBITDA adj. EBITDA margin - In FY24, the Aerostructures segment achieved net sales of €815.6 million (+15.8% vs. FY23) +15.8% - The Aerostructures segment showed 815.6 89.2 12.7% 130.5 16.0% resilient performanc
Slide 12: Aerostructures segment resilient despite lower Boeing volumes and Airbus supply chain issues
Aerostructures segment exhibited resilient performance despite lower volumes at boeing & supply chain issues at airbus Deliveries by commercial A/C type commercial A/C deliveries by year(1) 2021 2024 +4% A220 51 75 735 766 661 96 89 611 77 92 A320 family 483 602 639 677 534 569 A330 19 32 2021 2022
Slide 13: Guidance
Guidance 2025: (numbers still include energy segment) Sales increase to >EUR 1.6bn Adj. EBITDA growth to >EUR 200m Positive Net Income Positive Free Cash Flow Streamline Trade Working Capital 2026: Sales increase to ~EUR 2bn Adj. EBITDA growth to >EUR 250m 13
Slide 14: Disclaimer
Disclaimer THIS PRESENTATION AND ITS CONTENTS ARE CONFIDENTIAL AND ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM THE UNITED STATES OF AMERICA, CANADA, AUSTRALIA, JAPAN, NEW ZEALAND OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNLA
Slide 15: Company Presentation
Company Presentation 2025
Montana Aerospace — Investor Presentation (September 2025) on 6ix