Montana Aerospace Ag · SIX:AERO
Montana Aerospace — Investor Presentation (May 2026)
15 slides from Montana Aerospace's investor presentation, May 2026
Slide 1: Company Presentation 2026
Company Presentation 2026
Slide 2: Best-in-class Leadership Team with deep industry expertise
Best-in-class Leadership Team with deep industry expertise and proven experience leading large corporations management team Board of Directors Patrick Maurer Vicky Welvaert Michael Tojner CFO CHRO Chairman Martin Ohneberg Christian Hosp Vice Chairman Member Markus Vischer Michael Pistauer Supported
Slide 3: Positioned as a game-changer in the aerospace supply chain
positioned as a game -changer in the aerospace supply chain HIGHLY INTEGRATED BEST-COST-COUNTRY VALUE CHAIN MANUFACTURING FOOTPRINT HIGH MATERIAL Unique process know-how COMPETENCE BACKED BY OWN IP ESG DEEPLY INTEGRATEDIN OURBUSINESSMODEL FULL COMMITMENT TO OURAMBITIOUSSUSTAINABILITY GOALS 3
Slide 4: Attractive product strategy centred on highly complex, mission-critical aerostructures
attractive product strategy centredon highly complex, mission-critical aerostructures for every aircraft in the sky FuselageSystems Engine Rings /Nacelles Landing Gear High LiftMechanisms Engine Parts Boeing 737 Aluminium Titanium Composite Note(s): (General) The plane shows indicative exposure to t
Slide 5: Global Manufacturing Footprint strategically located close to all key customers
Global Manufacturing Footprint strategically located in close proximity to all key customers americas europe ASIA Blue-chip customer base ~1,000 ~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
Slide 6: Serving all major commercial aircraft platforms
Serving all major commercialaircraft platforms A220 737 MAX A320 family 777 / 777X A321 787 A330 747 A350 767 9 E170 Global 7000 E190 F35 Note(s): (General) The aircraft models shown are for illustrative purposes only, and the list is not exhaustive 6
Slide 7: High degree of vertical integration across the aerostructure value chain
high degree of vertical integration across the aerostructure value chain offers customers a unique value proposition 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
Slide 8: Proven management structure: Group Management Board and Extended Leadership Team
proven management structure is in place, comprising the Group Management Board and the Extended Leadership Team Chief Human Resources Officer MONTANA AEROSPACE Chief Financial Officer Vicky Welvaert Group Management BOARD Patrick Maurer Chief Contract Chief Executive Chief Executive Chief Executive
Slide 9: Solid growth in net sales and EBITDA achieved in FY25
Solid growth in net sales and EBITDA was achieved in FY25, alongside margin expansion in EURm Description Net sales Adj. EBITDA ▪ In FY25, Montana Aerospace generated adj. EBITDA % (Group) net sales of €979.3 million (+15.1% vs. FY24) adj. EBITDA % (Aerostructures) - Positive net sales development w
Slide 10: Our business model provides substantial protection against macroeconomic challenges
Our business model provides substantial protection against macroeconomic challenges Material pricing Material sourcing Energy Price Resilience Demand resilience Greater utilization of internal CPI escalation clauses are Raw material costs are passed Robust and growing order casting capabilities in E
Slide 11: Six key pillars driving our growth strategy
Six key pillars driving our growth strategy Structural growth Organic growth Inorganic growth M&A Material competences Capitalize on structural end-market drivers Industrialization ▪ Strong global air travel demand Airplane capabilities ▪ Growing aircraft order backlog adjacencies Consolidation driv
Slide 12: Robust near-term outlook with a clear pathway to full capacity utilization
ROBUST NEAR -TERM OUTLOOK WITH A CLEAR PATHWAY TO FULL CAPACITY UTILIZATION Metric/kpi FY 2026 FY 2027 Description ▪ For 2026, Montana Aerospace re-iterates its Netsales >EUR 1,000m >EUR 1,100m guidance to generate: - Net sales of over €1.0 billion - Adjusted EBITDA of over €185 million Adj. Ebitda
Slide 13: Strong growth potential, profitability and cash generation outlook
Strong growth potential, profitability and cash generation outlook support our commitment to creating attractive shareholder returns ✓ High level of visibility supported by expanding order backlog ✓ Strong margin profile achieved through operational excellence ✓ Strong cash flow profile following a
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, SOUTH AFRICA OR ANY JURISDICTION WHERE SUCH DISTRIBUTION IS UNL
Slide 15: Company Presentation
Company Presentation 2026