Rieter Holding Ag · SIX:RIEN
Rieter — 9M 2026 Earnings Presentation
23 slides from Rieter's earnings presentation, Oct 28, 2026
Slide 1: Investor Update 2026
Investor Update 2026 Media and Investor Presentation, October 28, 2026 Thomas Oetterli, Group CEO Oliver Streuli, Group CFO
Slide 2: Agenda
Agenda 01 Key Messages 02 Current Trading 03 Footprint Update 04 Leadership Change 05 Outlook 2026 Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 2
Slide 3: 1 Key Messages
1 Key Messages Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 3
Slide 4: Rieter Group – Key Messages
Rieter Group – Key Messages Order Intake Markets Barmag Integration CHF 951.4 million (+70%) Strong momentum in India and China Progressing according to plan Sales Raw Material Prices Structural Measures CHF 898.6 million (+96%) Operational headwinds Site consolidation progressing Orders Above Sales
Slide 5: 2 Current Trading
2 Current Trading Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 5
Slide 6: Current Market Situation
Current Market Situation Investment sentiment improving selectively, led by India, with modernization opportunities across regions Americas EMEA India China ‒ Selective investment ‒ Türkiye still under ‒ Strongest investment ‒ Continued investment activity significant pressure sentiment globally act
Slide 7: Order Intake
Order Intake Order intake driven by the first-time consolidation of Barmag as the Man-Made Fiber (MMF) Division Attribution by division Divisions CHF million CHF million 650 +70% 600 000 471.4 951.4 550 -20.8 500 469.1 900 450 416.7 800 400 472.4 Barmag 350 335.8 700 300 600 559.3 250 -64.9 200 500
Slide 8: Sales
Sales Sales driven by the first-time consolidation of Barmag as the Man-Made Fiber (MMF) Division Attribution by division Divisions CHF million 650 CHF million 600 +96% 550 950 898.6 500 900 -16.5 462.3 850 450 800 400 750 350 303.1 301.6 700 300 467.8 Barmag 650 250 600 200 154.6 550 150 134.7 500
Slide 9: Regional Sales Development – SSF and C&T only
Regional Sales Development – SSF and C&T only Shift of markets from “Rest of the World” to Asia Americas EMEA India China CHF million CHF million CHF million CHF million 240 220 147 138 130 119 102 102 89 77 73 42 9M24 9M25 9M26 9M24 9M25 9M26 9M24 9M25 9M26 9M24 9M25 9M26 Investor Update 2026 . Med
Slide 10: 3 Footprint Update
3 Footprint Update Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 10
Slide 11: Restructuring Programs – Update
Restructuring Programs – Update Most of the restructuring costs occurred in 2025, benefits started to materialize over the course of 2026 Short-Staple Fiber Components & Technology Man-Made Fiber Division Division Division ‒ General ‒ General ‒ Remscheid (Germany) Transfer of Repair Services to Redu
Slide 12: 4 Leadership Change
4 Leadership Change Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 12
Slide 13: Group Leadership Changes
Group Leadership Changes Daniel Lippuner will take over as CEO of the Rieter Group on November 1, 2026 Daniel Lippuner Roger Albrecht Alexander Özbahadir CEO Rieter Group Head of the Components & Technology Division Head of the Short-Staple Fiber Division Joining November 1st Until first quarter 202
Slide 14: 5 Outlook
5 Outlook Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 14
Slide 15: Outlook for the Full Year 2026
Outlook for the Full Year 2026 ‒ For the 2026 financial year, Rieter expects sales at the lower end of the previously communicated guidance range of CHF 1.3 billion to CHF 1.5 billion. ‒ Due to continued margin pressure and a slower-than-expected market recovery in Europe, the Middle East and Africa
Slide 16: Q&A
Q&A Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 16
Slide 17: Disclaimer
Disclaimer Rieter is making great efforts to include accurate and up-to-date information in this document, however we make no representations or warranties, expressed or implied, as to the accuracy or completeness of the information provided in this document and we disclaim any liability whatsoever
Slide 18: Appendix
Appendix Investor Update 2026 . Media & Investor Presentation . October 28, 2026 Page 18
Slide 19: Order Intake by Division
Order Intake by Division CHF million 9M25 9M26 Growth FX impact M&A impact Organic growth Rieter 559.3 951.4 70.1% -3.7% 84.3% -10.5% Short-Staple Fibers 416.7 335.8 -19.4% -3.9% - -15.6% Components & Technology 142.6 146.5 2.7% -1.0% -0.7% 4.4% Man-Made Fibers - 469.1 - - - - Investor Update 2026 .
Slide 20: Sales by Division
Sales by Division CHF million 9M25 9M26 Growth FX impact M&A impact Organic growth Rieter 457.7 898.6 96.3% -3.6% 102.0% -2.1% Short-Staple Fibers 303.1 301.6 -0.5% -3.2% - 2.7% Components & Technology 154.6 134.7 -12.9% -0.8% -0.7% -11.4% Man-Made Fibers - 462.3 - - - - Investor Update 2026 . Media
Slide 21: Sales by Type of Revenue
Sales by Type of Revenue CHF million SSF C&T MMF Group January - September 2025 2026 2025 2026 2025 2026 2025 2026 New machines and 191.9 208.1 0.0 0.0 0.0 437.4 191.9 645.5 equipment Installed base & 111.2 93.5 154.6 134.7 0.0 24.9 265.8 253.1 components Total 303.1 301.6 154.6 134.7 0.0 462.3 457.
Slide 22: Sales by Region
Sales by Region CHF million 9M25 9M26 Growth FX impact M&A impact Organic growth Rieter 457.7 898.6 96.3% -3.6% 102.0% -2.1% China 147.3 558.7 279.3% -2.6% 231.3% 50.6% India 102.3 172.2 68.3% -8.3% 71.8% 4.8% EMEA 119.0 107.9 -9.3% -1.5% 28.5% -36.4% Americas 89.1 59.8 -32.9% -2.7% 20.9% -51.1% Inv
Slide 23: Financial Calendar
Financial Calendar Results press conference 2027 February 24, 2027 Deadline for proposals regarding the agenda of the Annual General Meeting March 3, 2027 Annual General Meeting 2027 April 14, 2027 Semi-Annual Report 2027 July 20, 2027 Investor Update 2027 October 27, 2027 Investor Update 2026 . Med