4ig Nyrt. · BET:4IG
4ig Nyrt — Q2 2026 Earnings Presentation
36 slides from 4ig Nyrt's earnings presentation, Aug 31, 2026
Slide 1: Forward Looking Statements and Data Processing
FORWARD LOOKING STATEMENTS THIS INFORMATION SHEET WAS PREPARED BY 4IG NYRT. (HEADQUARTERS: BUDAPEST 1013, KRISZTINA KÖRÚT 39.). THIS INVESTOR PRESENTATION CONTAINS FORWARD-LOOKING STATEMENTS. STATEMENTS THAT ARE NOT HISTORICAL FACTS, INCLUDING STATEMENTS ABOUT OUR BELIEFS AND EXPECTATIONS, ARE FORWA
Slide 2: Investor Presentation Q2 2026
INVESTOR PRESENTATION Q2 2026 31 AUGUST 2026 BUDAPEST
Slide 3: Speakers
SPEAKERS Péter Fekete Vice Chairman, International Business Affairs 3
Slide 4: Investors Presentation Agenda
INVESTORS PRESENTATION AGENDA 1 EXECUTIVE SUMMARY 2 ECONOMIC ENVIRONMENT AND MARKET POSITIONS 3 KEY EVENTS SINCE THE PREVIOUS INVESTOR PRESENTATION 4 CAPITAL MARKET PERFORMANCE 5 FINANCIAL PERFORMANCE 6 SEGMENT AND GEOGRAPHY DEEP DIVES 7 CREDIT RATING AND ESG 8 QUESTIONS & ANSWERS 4
Slide 5: Executive Summary
EXECUTIVE SUMMARY 4iG Plc. showed strong results in the first half of 2026. Net sales revenue increased by 16.7% to HUF 409.4 billion, while EBITDA decreased by 3.6% year-on-year on a normalised basis, reaching HUF 126.3 billion. The Net Debt/EBITDA ratio is at 3.7x, 1 which supports the Group's dis
Slide 6: Economic Environment and Market Positions
ECONOMIC ENVIRONMENT MARKET POSITIONS 6
Slide 7: Macroeconomic Environment
MACROECONOMIC ENVIRONMENT HUNGARY – STATISTICAL DATA 1.2% 1.7% 9.5 mn 4.4% 75.3% 10.1% Inflation GDP Population Unemployment Employment rate Industrial production July 2026 Q2 2026 2026 July 2026 June 2026 June 2026 BENCHMARK INTEREST RATES • MNB base rate (HUF): 5.5% (cut from 5.75% on 24 August 20
Slide 8: Leading Market Positions in Key Geographical Areas
LEADING MARKET POSITIONS IN KEY GEORGRAPHICAL AREAS Market positions Headquarter (Budapest) Energy segment Hungary 4iG announced its entry into the energy sector with an independent energy holding focused 1 Information on renewables and next-generation energy Technology infrastructure across Hungary
Slide 9: Key Events Since the Previous Investor Presentation
KEY EVENTS SINCE THE PREVIOUS INVESTOR PRESENTATION 9
Slide 10: Key Events: Developments
KEY EVENTS: DEVELOPMENTS August 11th The German Federal Cartel Office has granted approval for the acquisition by CSG Defence of a 49% shareholding in 4iG SDT EGY Zrt., as a result of which CSG DEFENCE would indirectly acquire a June 16th July 3rd 36.75% interest in Rába Járműipari Holding Nyrt 4iG
Slide 11: 4iG Energy: New Critical Infrastructure Business Line
4iG ENERGY: NEW CRITICAL INFRASTRUCTURE BUSINESS LINE STRATEGIC RATIONALE STRUCTURE AND MODEL NEW • Independent organisational • 4iG is entering the energy business via a holding built as CRITICAL a regional strategic energy hub structure, in line with the INFRA- STRUCTURE • Renewables and next-gene
Slide 12: 4iG Energy: First Steps – Five Announced Projects
4iG ENERGY: FIRST STEPS – FIVE ANNOUNCED PROJECTS Letter of Binding offer HUNGARY – WIND PORTFOLIO Intent SMR (NUCLEAR) – US PARTNER • As a result of the planned transaction, 4iG will intend to • Non-binding LoI with NASDAQ-listed X-energy on acquire a 49% stake in the project company that owns comm
Slide 13: Capital Markets Performance
CAPITAL MARKETS PERFORMANCE 13
Slide 14: 4iG Plc Capital Markets Performance
4iG Plc CAPITAL MARKETS PERFORMANCE OWNERSHIP STRUCTURE OF 4iG Plc 4iG Plc SHARE PRICE AS OF 31 AUGUST 2026 6000 10% iG COM Magántőkealap, 3% KZF Vagyonkezelő Zrt., 5000 iG TECH Invest Kft.* 3% Rheinmetall AG 4000 6% Bartolomeu ICT Kft. 3000 Calik Holding 4iG Plc. + 2000 53% Consolidated subsidiarie
Slide 15: Financial Performance
FINANCIAL PERFORMANCE 15
Slide 16: 4iG Group Financial Data: Q2 2026
4iG GROUP FINANCIAL DATA: Q2 2026 4iG Group Q2 2025 Non Realised FX Normalised Q2 Q2 2026 Non Realised FX Normalised Q2 PPA1 One off2 PPA1 One off2 % change (HUF mn) reported difference3 2025 reported difference3 2026 Net revenues 179,367 – – – 179,367 206,383 – – – 206,383 15% Other operating incom
Slide 17: 4iG Group Financial Data: H1 2026
4iG GROUP FINANCIAL DATA: H1 2026 4iG Group H1 2025 Non Realised FX Normalised H1 H1 2026 Non Realised FX Normalised H1 PPA1 One off2 PPA1 One off2 % change (HUF mn) reported difference3 2025 reported difference3 2026 Net revenues 350,827 – – – 350,827 409,365 – – – 409,365 17% Other operating incom
Slide 18: 4iG Group Net Revenue Growth Journey
4iG GROUP NET REVENUE GROWTH JOURNEY 450 000 46 208 3 727 409 365 400 000 -2 159 17 615 350 827 2 987 350 000 340 988 -1 431 -8 408 300 000 250 000 200 000 150 000 100 000 50 000 - Data in HUF million, excluding other operating income 18
Slide 19: 4iG Group Profitability EBITDA Bridge
4iG GROUP PROFITABILITY EBITDA BRIDGE 140 000 6 452 7 909 1 680 126 301 122 551 120 000 117 698 -7 439 - 694 -4 159 100 000 80 000 60 000 40 000 20 000 – Data in HUF million 19
Slide 20: Breakdown by Segment: Q2 2026
BREAKDOWN BY SEGMENT: Q2 2026 Net Revenue Development (HUF million) Revenue by segment3 (%) Segment Q2 2025 (actual) Q2 2026 (actual) % change Q2 2025 1% Q2 2026 (actual) (actual) IT 25,647 26,008 1% 14% 13% 12% Telco 156,863 157,965 1% Space and 2,201 27,716 1,159% Defence 85% 75% Holding1 10,894 1
Slide 21: Breakdown by Segment: H1 2026
BREAKDOWN BY SEGMENT: H1 2026 Net Revenue Development (HUF million) Net Revenue Split3 (% of total) Segment H1 2025 (actual) H1 2026 (actual) % change H1 2025 1% H1 2026 (actual) (actual) IT 46,431 55,640 20% 13% 12% 13% Telco 310,006 311,561 1% Space and 4,302 50,510 1,074% Defense 86% 75% Holding1
Slide 22: Segment and Geographic Deep Dive
SEGMENT AND GEOGRAPHIC DEEP DIVE
Slide 23: 4iG Hungary Telecommunications
4iG HUNGARY TELECOMMUNICATIONS ONE HUNGARY 2CONNECT • Growing mobile data consumption and demand for • The market is dominated by 2 players, one being high-speed connectivity continued to drive fibre and 2Connect – no new player is expected due to high 5G network investments across the Hungarian tel
Slide 24: 4iG International Telecommunications
4iG INTERNATIONAL TELECOMMUNICATIONS ALBANIA MONTENEGRO • Preparation for the Albania–EU "Roaming Like at Home" • Amid intense competition (discounted bundles, device (EU RLAH) regulation continues promotion, data incentives), One’s customer share • One market share continued to increase both in rem
Slide 25: 4iG Information Technology
4iG INFORMATION TECHNOLOGY • Growing demand for software-as-a-service (SaaS) solutions continues to strengthen the market • Competition stays strong as international IT providers expand in the region MARKET • The segment remains Q4-weighted; as expected, mid-year has seen a slowdown due to delayed p
Slide 26: 4iG Digital Infrastructure
4iG DIGITAL INFRASTRUCTURE DIGITAL INFRASTRUCTURE UPDATE • The 4iG Group's business line focused on international digital infrastructure projects and Grid Telecom — a licensed wholesale DIGITAL INFRA- telecommunications provider in Greece — have set out to effectively leverage their complementary ca
Slide 27: 4iG Space & Defence: Expanding Capabilities
4iG SPACE & DEFENCE: EXPANDING CAPABILITIES Cyber & Weapons & Space Aero Land Systems Defence Ammunition Digitalization Offering Offering Offering Offering Offering Satellites / Space Equipment (DMAT) UAV Mortar E2E System Integration for Digital Armoured Vehicles (Lynx, Gidrán) Transformation of Ge
Slide 28: 4iG Space and Defence Technologies: Growing Capacities
4iG SPACE AND DEFENCE TECHNOLOGIES: GROWING CAPACITIES Weapon & Munition Cyber & Defence Space Industry Aviation Industry Land Systems Manufacturing Digitalisation • During the second • During the second • Comprehensive • Establishment of a joint • Collaboration with a quarter, the HUSAT quarter, AE
Slide 29: 4iG Space and Defence Technologies: Order Backlog
4iG SPACE AND DEFENCE TECHNOLOGIES: ORDER BACKLOG 5 August 2025 – Order Backlog Announcement •4iG SDT holds a signed commercial contract backlog valued at EUR 1.37 billion. 1 December 2025 – Q3 Investor Presentation – Order Backlog Announcement •4iG Space&Defence. signed a multi-year long-term servi
Slide 30: Credit Rating and ESG
CREDIT RATING ESG
Slide 31: Stable Credit Rating BB-/Stable
STABLE CREDIT RATING BB-/Stable ISSUER RATING BB- OUTLOOK Stable LONG-TERM SENIOR UNSECURED DEBT BB- RATING January 2026, LAST REVIEW Confirmed December 2024, LAST CHANGE Outlook changed to Stable 31
Slide 32: Q2 2026 – Financial Debt and Capitalisation
Q2 2026 – FINANCIAL DEBT AND CAPITALISATION FINANCIAL DEBT HUF MN CAPITALISATION as of 30 June 2026 (30 JUNE 2026) Credits & loans & bonds 848,087 Share price (HUF) 1,821 (long-term) Other long-term financial liabilities 60,530 Total number of shares 299,074,974 Financial lease liabilities 131,358 M
Slide 33: 4iG Group's Key ESG Factors and Undertakings
4IG GROUP’S KEY ESG FACTORS AND UNDERTAKINGS 2025 GHG EMISSION DATA BY BUSINESS SEGMENT, CHANGE VS. PREVIOUS BUSINESS YEAR S&D - 10% reduction thanks to Scope 1 TELCO IT emission reduction measures Scope 2 TELCO IT S&D -42% reduction thanks to renewable energy procurement S&D +38% increase due to ac
Slide 34: Questions & Answers Investor Relations
QUESTIONS & ANSWERS INVESTOR RELATIONS 4IG.HU [email protected]
Slide 35: Disclaimer
DISCLAIMER WE CAUTION YOU THAT A NUMBER OF IMPORTANT FACTORS COULD CAUSE ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE CONTAINED IN ANY FORWARD-LOOKING STATEMENT. IN ADDITION TO FIGURES PREPARED IN ACCORDANCE WITH IFRS, 4IG ALSO PRESENTS OTHER FINANCIAL PERFORMANCE MEASURES, INCLUDING, AMONG OTHERS
Slide 36: Thank You for Your Attention
THANK YOU FOR YOUR ATTENTION