Wienerberger Ag · VIE:WIE
Wienerberger — Investor Presentation (September 2026)
36 slides from Wienerberger's investor presentation, September 2026
Slide 1: Investor Presentation | September 2026
INVESTOR PRESENTATION | SEPTEMBER 2026 1
Slide 2: wienerberger at a glance
EUR 4.6bn Revenues in 2025 >20,000 wienerberger employees at a glance >200 16.5% production sites Operating EBITDA margin ~30 Countries in Europe, India, North America 2026 Acquisition of Italcer and NEWS Group 2
Slide 3: We provide…
We provide… › Solutions for the Building Envelope › Infrastructure Solutions for Water and Energy Management … in Europe, North America and India 3
Slide 4: Building Envelope
112,000 houses built 24 countries Solutions for the Building Envelope 373,000 houses roofed ROOF, WALL & FAÇADE and PAVERS 200 production sites › World‘s biggest brick manufacturer › Market leader roof tiles Europe › Market leader pavers Eastern Europe 11.0 million m2 laid/paved *Numbers relate to t
Slide 5: Roof Solutions
Roof Solutions Solar › Mounting systems, custom/standard Segments with significant growth modules, inverters/storage, flashing, services › PV systems and services to become a full potential energy solution provider › Total residential PV market of ~EUR 2.5bn Roof tiles and accessories › Roof tiles,
Slide 6: Façade & Wall Solutions
Façade & Wall Solutions Automatization Enabling sustainable and › Robotic systems & prefabrication › Increased efficiency on-site automated building › Solution to skilled labour shortage Facade solutions › Lifespan > 100 years, minimal maintenance › Durable protection against weather › Aesthetic des
Slide 7: Water and Energy Management
21 countries Infrastructure Solutions for 41 production sites Water and Energy Management PIPING SOLUTIONS 466,000 km of pipes installed This equals › Leading provider of pipe system solutions for infrastructure, buildings, and agriculture >11 circumnavigations of the globe *Numbers relate to 2025 7
Slide 8: Piping Solutions
Piping Solutions Climate resilient infrastructure › Piping solutions for water supply and sewage networks Addressing segments with › Storm- and rainwater management › Monitoring systems/smart solutions structurally growing end markets › Piping solutions for irrigation systems Energy Transition › Cab
Slide 9: Strength through diversification
Products Regions Surface 2% Europe Roof East 27% Facade 26% & Wall Revenue Revenue 42% Europe split 2025 split 2025 Strength through West 59% North America diversification Pipes 15% 29% wienerberger offers products Operating EBITDA margin 2025 Operating EBITDA margin 2025 and solutions for the build
Slide 10: Strength through diversification
Strenght trough diversification › From Single Product to Multi-Solution Business in structurally growing end markets › Renovation & infrastructure are key contributors to our value creation, reduces cyclicality and strengthens margins A transformed portfolio creating a scalable platform 19% › Over t
Slide 11: Why invest in wienerberger?
WHY INVEST IN WIENERBERGER? 11
Slide 12: Added value for shareholders: Our three-pillar strategy
Added value for shareholders: Our three-pillar strategy through through through Operational innovation M&A excellence Organic Higher External growth returns growth Strong innovative role Self-help programs drive efficiency Proven value-accretive M&As improvements All ourESG Strong activities are sub
Slide 13: Innovation
Innovation We grow with innovative sustainable system Share of Innovative Products of Revenue solution for the in 2025: >34% challenges of today and tomorrow TARGET 2026: >35% 13
Slide 14: Strengthening efficiency
Continuous Strengthening efficiency efficiency improvements along our entire value Operational excellence chain › Production measures and capacity optimization over the last years › EBITDA contribution 2025: cost savings of EUR~55m Fit for Growth › Program started in Q3 2025 › Process optimization a
Slide 15: Recent M&A supporting our transformation
Recent M&A supporting our transformation 10 4 2 4 5 6 Company Type Closing Date Revenue² 1 Maincor Ltd PIPES 04/01/2024 EUR 10m 2 Summitville Tiles (US) FAÇADE 29/02/2024 EUR 11m 8 1 3 3 Grain Plastics PIPES 08/05/2024 EUR 30m 4 sig. 4 Terreal ROOF 29/02/2024 EUR 699m 9 7 value uplift 5 Slatek OY1 P
Slide 16: Italcer: An important milestone in the transformation journey
ITALCER: AN IMPORTANT MILESTONE IN THE TRANSFORMATION JOURNEY Renovation- led business The acquisition was completed in April 2026 Excellent Scalable buy- strategic fit and-build The entry into ceramic surfaces enhances the Group’s growth profile, platform profitability and sustainability positionin
Slide 17: NEWS Group: Strengthening our position in water management
NEWS GROUP: STRENGTHENING OUR POSITION IN WATER MANAGEMENT Infrastructure business The acquisition was completed in April 2026 Expanded exposure to Leading provider of sustainable wastewater solutions water in Sweden and the entire Nordic region management markets Growing demand for sustainable, dec
Slide 18: From single product offer to multiproduct / multi-solution business
From single product offer to multiproduct / multi-solution business Pitched roof solutions Innovative Wall Solutions Water and energy piping infrastructure 18
Slide 19: Value creation for shareholders
Value creation for shareholders Strong track record Revenue Operating EBITDA Dividend and margin +5% CAGR +7% CAGR +15% CAGR EUR 4.6bn EUR 754m EUR 0.95 EUR 3.0bn EUR 0.27 EUR 404m 11.3% 16.5% 2016 2025 2016 2025 2016 2025 19
Slide 20: Value creation for shareholders
Value creation for shareholders › Dividend for the FY 2025 of EUR 0.95 per share › Share buyback EUR 30m Acquisitions Share (December 30, 2024-February 7, 2025) depending on Dividend opportunities buyback › Policy Payout ratio of 28% of free cash flow programs Growth 213 104 104 investments 86 95 95
Slide 21: Sustainability Program 2023-2026
SUSTAINABILITY PROGRAM 2023-2026 SOCIAL TARGETS 2026 ENVIRONMENTAL TARGETS 2026 Diversity & Inclusion Training & Development Decarbonization Biodiversity Water Management and Energy Mix 18 hrs 10% 35 million m3 Development and implementation – 25% of inclusion and diversity action plan in all countr
Slide 22: Our path to net zero
OUR PATH TO NET ZERO 2026 2030 -25% -42% Scope 1+2 emissions Scope 1+2 emissions -10% -25% Scope 3 emissions Scope 3 emissions Aligned with 1.5⁰C Pillars Paris Agreement Optimized plant design Fuel transformation SBTi Efficient product design EU target 2050 committed Strategic partnerships in scope
Slide 23: Sustainability progress 2025
SUSTAINABILITY PROGRESS 2025 REVENUE FROM PRODUCTS REDUCTION SUPPORTING NET ZERO BUILDINGS OF SCOPE 1 & 2 EMISSIONS Progress 2025 Progress 2025 74.1% – 20.7% Target 2026 reduction Target 2026 75% Base year 2020 – 25% 2.6 Base year 2020 69% million tons reduction SALES FROM HIGHLY REDUCTION DURABLE P
Slide 24: Business Update H1 2026
BUSINESS UPDATE H1 2026 24
Slide 25: Resilient infrastructure and renovation compensate residential weakness in Q2
INTRODUCTION RESILIENT INFRASTRUCTURE AND RENOVATION ACTIVITIES COMPENSATE RESIDENTIAL MARKET WEAKNESS IN Q2 FINANCIAL PERFORMANCE MARKET DYNAMICS Q2 revenues increased by 13% yoy to € 1.4 bn Infrastructure and renovation markets remained resilient and developed broadly in line with › 7% organic gro
Slide 26: Highlights H1 2026
FINANCIALS H1 2026 – GROUP HIGHLIGHTS H1 2026 Solid set of results under difficult market conditions demonstrates the resilience of wienerberger‘s business model Revenues Operating EBITDA Working Capital € 2,434 mn € 326 mn € 1,407 mn (H1 2025: € 2,346 mn | +4%) (H1 2025: € 383 mn | -15%) (30.06.202
Slide 27: Financials H1 2026 – Segments
FINANCIALS H1 2026 – SEGMENTS H1 2026 – OPERATING SEGMENTS Europe West Europe East North America +5% +13% -14% 1,445 667 376 1,379 592 322 Revenues in € mn 631 252 Q1 179 Q1 649 Q1 271 141 Q2 730 814 Q2 321 414 Q2 196 181 2025 2026 2025 2026 2025 2026 -8% -13% -36% Operating EBITDA 205 189 103 75 90
Slide 28: Reconciliation of EBITDA on group level
FINANCIALS H1 2026 RECONCILIATION OF EBITDA ON GROUP LEVEL EBITDA adjustments H1 2026 H1 2025 in € mn EBITDA reported 256 378 One-offs +70 +4 Operating EBITDA 326 383 One-offs including: › € -47mn – USA Antitrust lawsuit › € -17mn – Restructuring measures › € -7mn – Acquisition costs related to M&As
Slide 29: Inflation climbs in Q2 as Middle East conflict disrupts commodity markets
CONSUMED INFLATION – GROUP INFLATION CLIMBS IN Q2 AS MIDDLE EAST CONFLICT DISRUPTS COMMODITY MARKETS +2% +7% Q1 2026 Q2 2026 › +4% Resin market with shortages › Inflation broadly in line and significant price with expectations H1 2026 increases › Stable development of › Gas prices surge impacting en
Slide 30: Volume and price effect per end market
FINANCIALS H1 2026 VOLUME AND PRICE EFFECT PER END MARKET H1 2026 GROUP VOLUME EFFECT EUROPE UK & NOAM NEW RESIDENTIAL +1% -12% -4% RENOVATION +4% -7% +2% INFRASTRUCTURE +4% -5% +1% TOTAL +2% -9% -1% GROUP PRICE EFFECT EUROPE UK & NOAM NEW RESIDENTIAL +1% +1% +1% RENOVATION +2% +1% +2% INFRASTRUCTUR
Slide 31: Proactive balance sheet management plan in place
OUTLOOK 2026 PROACTIVE BALANCE SHEET MANAGEMENT PLAN IN PLACE ~€ 180 mn 2.2x ~€ 400 mn 2.8x acquisition of 2.4x cash-out and outstanding consolidation of minorities M&As 12/2025 12/2026e 12/2027e Leverage Ratio Net Debt / Operating EBITDA Mid-term leverage ratio target of 2.0x Note: Rounding differe
Slide 32: Proactive balance sheet management plan in place
OUTLOOK 2026 PROACTIVE BALANCE SHEET MANAGEMENT PLAN IN PLACE Stable weighted avg. interest rate in % 3.8% 4.0% 2.2x ~€ 400 mn 2.8x ~€ 180 mn 2.4x cash-out and acquisition of consolidation of outstanding M&As minorities 12/2025 12/2026e 12/2027e FY 2025 FY 2026e Leverage Ratio Additional financing c
Slide 33: Revised assumptions affected by Middle East conflict
OUTLOOK 2026 REVISED ASSUMPTIONS AFFECTED BY MIDDLE EAST CONFLICT Increased Flat to slightly Weak Rising inflationary Guidance update growing new residential interest rate fully reflects infrastructure & pressure UPDATE housing expectations anticipated due to the Middle renovation in key markets dam
Slide 34: Outlook 2026: Strong execution
OUTLOOK 2026 STRONG EXECUTION Operating performance Infrastructure & renovation activities as well as M&A to continue driving top-line growth Operating The weaker residential market environment represents an EBITDA ~€ 100 mn EBITDA headwind in 2026 Guidance 2026 € 700 mn Pricing measures in Europe o
Slide 35: Contact details
CONTACT DETAILS [email protected] | +43 1 60192 10221 | www.wienerberger.com | ISIN: AT0000831706 | ADR ISIN: US9676621074 Financial Calendar and upcoming events in 2026 Follow us on LinkedIn! Date Event 09/02/2026 Corporate Conference 2026, Frankfurt / Commerzbank & ODDO BHF 09/09/2026 Autu
Slide 36: | Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com
| Wienerbergerplatz 1, 1100 Vienna, Austria | T +43 1 601920 | www.wienerberger.com
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