Brain Biotech Ag · XETR:BNN

Brain Biotech — Investor Presentation (September 2026)

24 slides from Brain Biotech's investor presentation, September 2026

  1. Slide 1: BRAIN Biotech AG – Creating a #BiobasedFuture

    BRAIN Biotech AG Creating a #BiobasedFuture Investor Relations Presentation 2026 Michael Schneiders, CFO Martina Schuster, IR Zwingenberg, September 2026 Since 2021 we have been committed to the UN Global Compact corporate responsibility initiative and its principles in the areas of human rights, la

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement This document may contain forward-looking statements. These forward-looking statements are subject to risks and uncertainties, as they relate to future events and are based on current assumptions of the Company, which may not occur at all in the future or may not occur as assum

  3. Slide 3: Biotechnology in the Spotlight as a Key Technology of the Future

    Biotechnology in the Spotlight as a Key Technology of the Future BRAIN Biotech can help to solve some of the world‘s greatest challenges for resilience and sustainability Energy & Environment Food security Livestock farming Planetary boundaries Creating a #BiobasedFuture © BRAIN Biotech AG www.brain

  4. Slide 4: Biotechnology: Efficient Technologies for Health, Nutrition & Resilience

    Biotechnology: Efficient Technologies for Health, Nutrition & Resilience our biotechnology tool set uses cells, microorganisms or biomolecules for industrial production • Biological processes and products • Milder process conditions often based on renewable raw materials • High precision with signif

  5. Slide 5: The Market for Industrial Applications of Enzymes Keeps Constantly Growing

    The Market for Industrial Applications of Enzymes Keeps Constantly Growing clear Megatrends drive this growth Key Drivers of Growth Constantly Growing Markets Resilience & Sustainability Food Trends 6 – 7 % per Year by 2030/2035* New Pharmaceuticals *Source: www.signixa.com/reports/global-enzymes-ma

  6. Slide 6: Successful Specialty Player in Research, Development and Production of Enzyme

    Successful Specialty Player in Research, Development and Production of Enzyme efficient two-pillar operational structure plus active holding Creating a #BiobasedFuture Holding costs* ~ € 4m BRAIN BIOINCUBATOR Specialized enzyme products, microorganisms & ingredients Projects & participations with hi

  7. Slide 7: BRAIN Biotech Acts as a Solutions Provider Across the Entire Enzyme Value Chain

    BRAIN Biotech Acts as a Solutions Provider Across the Entire Enzyme Value Chain integrated solutions provider, modular customer offering and specialized enzyme products Discovery Microbial Expression Strain Bioprocess Production in Formulation Sales & Protein strains technology development developme

  8. Slide 8: BRAINBiocatalysts – Offering Specialty Products and Tailor-made Solutions

    BRAINBiocatalysts – Offering Specialty Products and Tailor-made Solutions enzyme products, contract research and manufacturing build a competitive advantage CRO Segment BRAIN BIOCATALYSTS Custom-made solutions from • BRAIN BIOCATALYSTS business acts discovery to like a „Swiss army knife“ with its pr

  9. Slide 9: Innovation and Growth has Several Drivers

    Innovation and Growth has Several Drivers powered by BRAIN’s comprehensive biotechnology platform Enzym Products & Break-Through Innovations Bio-Processes & Applications in Industrial Biotechnology Scale-Up Creating a #BiobasedFuture © BRAIN Biotech AG www.brain-biotech-group.com +49 (0) 6251-9331-0

  10. Slide 10: BRAINBiocatalysts – Significant Room for Growth in Well Over €2bn Accessible Market

    BRAINBiocatalysts – Significant Room for Growth in Well Over €2bn Accessible Market today still mostly single-digit market shares in large adressable target markets € million Accessible enzymes market sizes by application (2024) 900 800 700 600 500 400 300 200 100 0 Fruit Juice, Wine Brewing Baking

  11. Slide 11: BRAIN BIOINCUBATOR – Creating Highly Innovative Partnered Solutions and Attractive Value

    BRAIN BIOINCUBATOR – Creating Highly Innovative Partnered Solutions and Attractive Value BRAIN‘s BioIncubator portfolio offers significant value potential Fermented Beverages & Perillic Active, Anti Microbial Gold from Waste Streams Ingredients (100%) (100%) (partner development) Segment BioIncubato

  12. Slide 12: BRAIN BIOINCUBATOR – the Commercialization Phase has Already Started

    BRAIN BIOINCUBATOR – the Commercialization Phase has Already Started earlier cash-receipts, higher visibility, risk minimization and cost sharing in large BioIncubator projects 1 2 up to up to Royalty Pharma Monetization (Sept 2024) Akribion License Agreement (Oct 2024) €92m & €138m proceeds on proc

  13. Slide 13: Why You Should Think About Investing into BRAIN Biotech

    Why You Should Think About Investing into BRAIN Biotech the goal is to become one of the top-ten global enzyme companies Clear strategy of profitable growth in specialty enzyme segments Large, growing and addressable target markets offering excellent profitability level Growing demand for providers

  14. Slide 14: BRAIN Biotech AG Financials 9M

    BRAIN Biotech AG Financials 9M Creating a #BiobasedFuture © BRAIN Biotech AG www.brain-biotech-group.com +49 (0) 6251-9331-0 14

  15. Slide 15: Key Messages 9M FY 2025/26

    Key Messages 9M FY 2025/26 continuing positive news flow and execution from the BRAINBioIncubator 1 BRAINBiocatalysts 2BRAINBioIncubator 3 BRAIN Group 4 Financing flexibility deucrictibant Dr. Sven K. Weber significantly Revenue Sequentially flat on as designated CEO increased FDA Acceptance of NDA

  16. Slide 16: Financial Highlights 9M FY 2025/26 at a Glance

    Financial Highlights 9M FY 2025/26 at a Glance strong BRAINBioIncubator, Weak BRAINBiocatalysts driven by high base FY ‘24/25 and operational issues 9M 9M Q3 Q3 Comment Growth Growth (in € thousand) 2025/26 2024/25 2025/26 2024/25 Revenues 34,638 38,695 -10.5% 11,231 13,463 -16.6% BRAINBiocatalysts

  17. Slide 17: Cash & Cash Flow 9M FY 2025/26

    Cash & Cash Flow 9M FY 2025/26 good group financing position with €9.0 million available revolving credit line 9M 9M Q3 Q3 Comment Growth Growth (in € thousand) 2025/26 2024/25 2025/26 2024/25 Gross Cash Flow -3,719 -4,004 7.1% -1,089 -592 -84.0% Operating Cash Flow -3,558 -6,790 47.6% -2,235 -1,839

  18. Slide 18: Adjusted EBITDA 9M FY 2025/26

    Adjusted EBITDA 9M FY 2025/26 strong milestone income and high cost discipline maintained • BRAINBiocatalysts: lower sales level; recovery slower than expected; weaker margin mainly due to lower capacity utilization versus an organization targeted for growth • BRAINBioIncubator: €1.0m milestone inco

  19. Slide 19: General Risk Factor Update

    General Risk Factor Update ongoing business risk monitoring Summary: BRAIN Biotech Group: Relocation to new NL production facility temporarily increases working capital. Teething problems during plant commissioning. Challenging overall macroeconomic environment. Geopolitical risks stay high and erra

  20. Slide 20: Our Targets – Changed FY '25/26 Segment Guidance

    Our Targets – Changed FY ‘25/26 Segment Guidance new mid-term targets set on BRAIN Biotech’s Capital Markets Day in December 2024 FY 2025/26 Guidance1 Mid-Term Targets from CMD 20241 Quantitative Guidance Updated (issued 12/24; 5 years targets) Unchanged BRAINBiocatalysts BRAINBiocatalysts • Revenue

  21. Slide 21: BRAIN Biotech AG Share

    BRAIN Biotech AG Share Creating a #BiobasedFuture © BRAIN Biotech AG www.brain-biotech-group.com +49 (0) 6251-9331-0 21

  22. Slide 22: BRAIN Biotech AG share ownership & Analyst Coverage

    BRAIN Biotech AG share ownership* & Analyst Coverage largely unchanged over the last quarters, ongoing rising share of retail investors DAH Beteiligungs GmbH • Number of shares: 21,847,495 • Free float of ~ 48 % • Strong long term investor base • ~ 7,162 shareholders Free Float 47.8% 31.5% MP Beteil

  23. Slide 23: Financial Calendar – Next Investor Events

    Financial Calendar – Next Investor Events FY 2025/26 – FY 2026/27 DEUTSCHES EIGENKAPITALFORUM Frankfurt November 23 – 25, 2026 ANNUAL REPORT Publication of the annual report as of September 30, 2026 (12M) January 14, 2027 QUARTERLY STATEMENT Publication of the quarterly statement as of December 31,

  24. Slide 24: Thank you very much for your interest.

    Thank you very much for your interest. BRAIN Biotech AG Darmstädter Straße 34−36 64673 Zwingenberg, Germany +49 (0) 6251-9331-0 www.brain-biotech-group.com Your contacts: Michael Schneiders, CFO Martina Schuster, IR +49 (0) 6251-9331-69 [email protected] BRAIN Biotech AG BRAIN Biotech AG @BRAINbiotech

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