SEM Q3 2025 Earings Calendar

Page 1

REPORT ON THE FIRST THREE QUARTERS 2025

Page 2

Semperit-Gruppe | Report on the first three quarters 2025 Key figures of the Semperit-Group 2 Key performance figures in EUR million 1-9 2025 Change 1-9 2024 Q3 2025 Change Q3 2024 2024 Revenue 483.4 –4.6% 506.6 162.9 1.1% 161.1 676.6 EBITDA 52.0 –18.6% 63.9 21.3 28.7% 16.6 84.9 EBITDA margin 10.8% –1.9 PP 12.6% 13.1% +2.8 PP 10.3% 12.5% EBIT 11.8 –55.9% 26.8 9.2 n/a 3.1 35.0 EBIT margin 2.4% –2.8 PP 5.3% 5.6% +3.7 PP 1.9% 5.2% Earnings after tax –8.4 n/a 7.1 2.8 n/a –2.5 11.5 Earnings per share (EPS)1, in EUR –0.41 n/a 0.35 0.13 n/a –0.12 0.56 Return on equity –1.0% –5.0 PP 4.0% n/a n/a n/a 2.7% Balance sheet key figures in EUR million 09/30/2025 Change 09/30/ 2024 06/30/2025 Change 06/30/2024 12/31/2024 Total assets 858.0 –6.1% 913.6 880.7 –5.3% 930.2 912.9 Equity 403.4 –4.3% 421.7 400.8 –5.6% 424.7 430.9 Equity ratio 47.0% +0.8 PP 46.2% 45.5% –0.2 PP 45.7% 47.2% Net Financial Debt 112.5 –12.2% 128.1 118.6 0.1% 118.4 103.3 Additions to intangible assets and property, plant, and equipment2 21.3 –56.6% 49.1 13.4 –56.1% 30.5 62.4 Cashflow key figures in EUR million 1-9 2025 Change 1-9 2024 Q3 2025 Change Q3 2024 2024 Gross cash flow 42.8 –23.1% 55.7 19.9 39.2% 14.3 74.7 Free cash flow before the sale of companies 22.3 –0.5% 22.4 8.4 n/a –1.2 45.8 Cash investments for intangible assets and property, plant and equipment (CAPEX) 25.8 –52.9% 54.7 7.3 –56.3% 16.6 64.6 Cash and cash equivalents 86.6 –22.1% 111.1 86.6 –22.1% 111.1 126.0 Sector and segment key figures in EUR million 1-9 2025 Change 1-9 20243 Q3 2025 Change Q3 20243 20243 SIA + SEA Revenue 483.4 –4.6% 506.6 162.9 1.1% 161.1 676.6 EBITDA 63.9 –17.8% 77.8 25.0 24.4% 20.1 100.3 EBIT 24.8 –40.8% 41.9 13.1 87.7% 7.0 52.0 SIA Revenue 201.2 –1.0% 203.3 67.5 7.0% 63.2 267.3 EBITDA 37.7 –8.3% 41.0 13.4 21.6% 11.0 50.7 EBIT 24.3 –8.9% 26.7 9.0 74.0% 5.2 31.8 SEA Revenue 282.2 –7.0% 303.3 95.4 –2.6% 97.9 409.3 EBITDA 26.3 –28.5% 36.7 11.6 27.9% 9.0 49.6 EBIT 0.5 –96.5% 15.2 4.2 n/a 1.8 20.3 Note: Rounding differences in the totalling of rounded amounts and percentages may arise from the use of automatic data processing. 1 Earnings per share are only attributable to the core shareholders of Semperit AG Holding. 2 Excluding right-of-use in accordance with IFRS 16. 3 As part of the optimization of the industrial strategy, the mandrel hose product group was transferred from the Semperit Industrial Applications division to the Semperit Engineered Applications division with effect from January 1, 2025. The comparative figures for 2024 have been adjusted accordingly.

Page 3

Semperit Group | Report on the first three quarters of 2025 Foreword of the Executive Board 3 Dear Shareholders, dear Sir or Madam, From the outset, 2025 was marked by a challenging market environment for the Semperit Group, with developments related to US tariff policy also contributing to increased volatility and uncertainty. These factors led to a subdued start to the year and noticeably dampened our customers’ propensity to invest. It is therefore even more satisfying that we have been able to gain momentum from the se cond quarter onwards, as forecast. This positive development continued in the third quarter, with EBITDA rising to EUR 21.3 million (after EUR 19.6 million in t he second quarter and EUR 11.1 million in the first quarter of 2025). We were unable to fully compensate for the weak first quarter – revenue was down 4.6% year-on-year at EUR 483.4 million and EBITDA for the first three quarters fell by 18.6% to EUR 52.0 million. However, the continuous improvement in earnings shows the effect of our measures: cost reductions, process optimizations, efficiency improvements, and a further increase in customer focus are paying off. In financial terms, we remain in a solid position with an equity ratio of 47.0% and a conservative leverage ratio of 1.5x (ne t financial debt in relation to EBITDA). Cash and cash equivalents amounted to EUR 86.6 million at the end of September. In the pas t third quarter, we repaid a corporate Schuldschein loan with a nominal value of EUR 31 million from our own resources. Outlook Based on the earnings performance to date, we have refined our annual forecast. For the 2025 financial year, we now expect operating EBITDA (before project costs) of around EUR 78 million (previously: EUR 65 million to EUR 85 million). The costs for our di gitalization project OneERP that will affect earnings will amount to around EUR 5 million. The order situation has gained considerable momentum over the course of the year, but the market environment remains challenging. In the SIA division, the fact that our customers have completed their inventory reduction in the hose business unit is having a positive effect. In the Profiles business unit, important leading indicators – such as the number of building permits in Germany – are showing the first signs of bottoming out. However, this is only expected to be reflected in order intake after a time lag. The SEA division is showing mixed developments: while individual product groups, such as Mountain Applications and Handrails Europe, are performing very well, momentum in other business areas has slowed somewhat after a strong mid -year performance. In addi tion, the Chinese market for handrails proves to be challenging, as demand is suffering from weak infrastructure development due to high local government debt and cautious investment. Overall, we are confident about the coming year. We expect the seasonal trend to be similar to that of 2025, with a subdued s tart to the year and a noticeable upturn as the year progresses. Thanks to our lean, efficient structures and our focus on innovati on and the development of new product segments, we are confident that we will be able to benefit above average from even a slight market recovery. The infrastructure program in Germany, rising defense spending in the European Union and efforts to rebuild Ukraine are also clearly positive drivers for our business in the medium term. The Executive Board Manfred Stanek CEO Helmut Sorger CFO Gerfried Eder CIO Foreword of the Executive Board

Page 4

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Development in the raw material markets 4 Development in the raw material markets Various raw materials such as butadiene, carbon black and natural rubber are important basic components for the manufacture of elas- tomer products. In the first three quarters of 2025, commodity markets were mainly affected by lower global demand and uncertainties related to US tariff policy. Below is an overview of the most important raw materials: Prices for butadiene – an essential raw material for both Semperit divisions – developed differently across regions: while they fell by 15% in Asia during the reporting period, they rose slightly overall in Europe. Similar regional trends were also evident for butadiene derivatives. Carbon black prices, which are also important for both divisions and correlate with heavy fuel oil (HFO), fell by 6% in Europe, which was less than the 9% decline in HFO prices. This discrepancy can be explained, on the one hand, by sanctions against carbo n black imports from Russia and Belarus, which made more expensive deliveries from other regions necessary, and, on the other hand, by the significant increase in European gas prices. Natural rubber, which is particularly relevant for the Belting business unit, rose by 7% on Asian exchanges in the reporting period compared with the same period last year. The price of iron ore, an important raw material for wire rod production, was on average below the previous year’s level in t he first three quarters. However, there was an increase in the third quarter, indicating a possible upward trend. In the first nine months of 2025, the average price of wire rod was around 3% lower than in the same period of 2024. Neverthe less, prices are now slightly rising again. 0 20 40 60 80 100 120 140 160 180 Brent HFO 2025202420232022 Raw material price development 0 50 100 150 200 250 300 Butadien Europa Butadien Korea TSR 20 Indexed to 100 as of January 1, 2022; Source: Reuters, Refinitiv Eikon & Chemical Market Analytics; Butadiene, Korea, spot (USD/t), Butadiene, Europe, contract (EUR/t) Technically Specified Rubber, TSR20 SICOM ( Usc/kg) 2025202420232022 Brent Crude, LCOc1 ICE Europe Brent Crude Electronic Energy Future (USD/ bbl) HFO, Heavy Fuel Oil 1% NWE (USD/t) Group Management Report

Page 5

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Revenue and earnings performance 5 Revenue and earnings performance Key figures Semperit Group in EUR million 1-9 2025 Change 1-9 2024 2024 Revenue 483.4 –4.6% 506.6 676.6 EBITDA 52.0 –18.6% 63.9 84.9 EBITDA margin 10.8% –1.9 PP 12.6% 12.5% Operating EBTDA1 55.6 –14.3% 64.8 86.3 Operatingl EBTDA margin 11.5% –1.3 PP 12.8% 12.8% EBIT 11.8 –55.9% 26.8 35.0 EBIT margin 2.4% –2.8 PP 5.3% 5.2% Earnings after tax –8.4 n/a 7.1 11.5 Additions to intangible assets and property, plant, and equipment2 21.3 –56.6% 49.1 62.4 1 Operating EBITDA: excluding items affecting comparability. Adjusted for the expense for the ‘OneERP’ project (1-9 2025: EUR –3.5 million and 1-9 2024: EUR –0.9 million) 2 Excluding right-of-use in accordance with IFRS 16 The Semperit Group continued the improvement in earnings in the third quarter of 2025, despite a market environment that remained challenging. After a subdued start to the year, EBITDA rose to EUR 21.3 million in the third quarter, compared to EUR 19.6 mi llion in the second quarter and EUR 11.1 million in the first quarter of 2025. Revenue for the first three quarters amounted to EUR 48 3.4 million (–4.6%), EBITDA to EUR 52.0 million ( –18.6%) and operating EBITDA before project costs to EUR 55.6 million. The recovery in the order situation compared with the same period last year continued. The Semperit Industrial Applications (SIA) division, which comprises Hoses and Profiles, generated revenue of EUR 201.2 million (–1.0%) and EBITDA of EUR 37.7 million ( –8.3%). This resulted in a margin of 18.7% ( –1.5 PP). In the Hose business unit, direct customers have stopped destocking, while the profile business continues to be affected by the weak construction industry. The SEA division (Form, Belting and Liquid Silicone Rubber/LSR), which was confronted with project postponements by customers in the c onveyor belt and LSR mold businesses in the first quarter, recovered in the following quarters and generated revenue of EUR 282.2 million ( –7.0%), EBITDA of EUR 26.3 million (–28.5%) and an EBITDA margin of 9.3% (–2.8 PP).1 Inventories of own products increased in the Group by EUR 9.4 million in the first nine months (previous year: inventory reduction of EUR 3.3 million). Total expenses remained stable at EUR 449.6 million (previous year: EUR 446.6 million). Cost of materials amounted to EUR 215.5 million (previous year: EUR 213.5 million), personnel expenses to EUR 166.5 million (previous year: EUR 166.4 milli on) and other operating expenses to EUR 67.6 million (EUR 66.7 million). EBITDA thus reached EUR 52.0 million (previous year: EUR 63.9 million) and the EBITDA margin was 10.8% (previous year: 12.6%) . Operating EBITDA amounted to EUR 55.6 million (previous year: EUR 64.8 million) and the margin to 11.5% (previous year: 12.8%). EBITDA was adjusted for effects on income from the Group’s flagship digital transformation project (“oneERP”) amounting to EUR 3.5 m illion. These are non-capitalizable expenses for the implementation of a uniform enterprise resource planning system across t he Group. The capitalizable development costs for the ongoing implementation amounted to EUR 1.4 million in the reporting period. Operating EBITDA in EUR million 1-9 2025 Change 1-9 2024 2024 EBITDA 52.0 –18.6% 63.9 84.9 Project costs – OneERP 3.5 n/a 0.9 1.5 EBITDA before project costs 55.6 –14.3% 64.8 86.3 1 As part of the optimization of the industrial strategy, the mandrel hose product group was transferred from the Semperit Industrial Applications division (Hoses business unit) to the Semperit Engineered Applications division (Form business unit) with effect from January 1, 2025. The comparative figures have been adjusted accordingly.

Page 6

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Revenue and earnings performance 6 Regular depreciation and amortization increased slightly to EUR 36.9 million (previous year: EUR 34.6 million). Impairment lo sses on intangible assets amounted to EUR 3.3 million and related to the customer base in the Liquid Silicon Rubber (LSR) segment. EBIT thus amounted to EUR 11.8 million (previous year: EUR 26.8 million). The financial result amounted to EUR – 15.4 million (previous year: EUR – 12.1 million), with the deviation primarily attributable to negative currency effects resulting from the weaker US dollar. Tax expenses fell to EUR 4.8 million (previous year: EUR 7.7 million), bringing earnings after tax to EUR – 8.4 million (previous year: EUR 7.1 million). This corresponds to earnings per share of EUR –0.41 (previous year: EUR 0.35). Third quarter of 2025 in EUR million Q3 2025 Change Q3 2024 Revenue 162.9 1.1% 161.1 EBITDA 21.3 28.7% 16.6 EBITDA margin 13.1% +2.8 PP 10.3% Operating EBTDA1 22.7 33.8% 17.0 Operating EBTDA margin 13.9% +3.4 PP 10.5% EBIT 9.2 n/a 3.1 EBIT margin 5.6% +3.7 PP 1.9% Earnings after tax 2.8 n/a –2.5 Additions to intangible assets and property, plant, and equipment2 7.9 –57.5% 18.6 1 The comparative figures have been adjusted. 2 Excluding right-of-use in accordance with IFRS 16 The third quarter of 2025 shows a significant improvement in earnings compared with the two previous quarters and the same period of the previous year. EBITDA rose to EUR 21.3 million (Q2: EUR 19.6 million; Q1: EUR 11.1 million), up 28.7% on the previous year’s figure of EUR 16.6 million (Q3 2024). Revenue increased slightly by 1.1% to EUR 162.9 million (previous year: EUR 161.1 million). Th e previous year’s quarter was impacted by negative inventory effects. Operating EBITDA before project costs for OneERP amounted to EUR 22.7 million (Q3 2024: EUR 17. 0 million). Earnings after tax, at EUR 2.8 million, turned positive following losses in the two previous quarters and in the same period of the previous year (Q 2 2025: EUR –4.0 million, Q1 2025: EUR –7.2 million, and Q3 2024: EUR –2.5 million). The Semperit Industrial Applications division recorded an increase in revenue of 7.0% to EUR 67.5 million and a 21.6% increas e in EBITDA to EUR 13.4 million compared to the same period last year. At EUR 95.4 million, revenue in the Semperit Engineered Applications division in the third quarter was 2.6% below the previous year’s figure, while EBITDA improved by 27.9% to EUR 11.6 million. Dividend policy At the 136th Annual General Meeting of Semperit AG Holding held on April 23, 2025, the distribution of a dividend of EUR 0.50 per share for the 2024 financial year was resolved and paid out to the shareholders on April 30, 2025. The total amount was EUR 10.3 million.

Page 7

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Assets and financial position 7 Assets and financial position Balance sheet The development of the balance sheet structure as of September 30, 2025, can be summarized as follows: Balance sheet in EUR million 09/30/2025 Share 12/31/2024 Share Change Non-current assets 576.7 67% 604.2 66% –4.6% Current assets 281.2 33% 308.6 34% –8.9% ASSETS 858.0 100% 912.9 100% –6.0% Equity 403.4 47% 430.9 47% –6.4% Non-current provisions and liabilities 289.1 34% 314.4 34% –8.0% Current provisions and liabilities 165.5 19% 167.6 18% –1.3% EQUITY AND LIABILITIES 858.0 100% 912.9 100% –6.0% Non-current assets remained largely stable at EUR 576.7 million (–4.6%), of which EUR 445.9 million was attributable to property, plant, and equipment (December 31, 2024: EUR 466.6 million). Essentially, additions to fixed assets amounting to EUR 21.7 million (primarily plant under construction and technical equipment) were offset by regular depreciation of EUR 36.9 million. Impairment losses on intan- gible assets in the Liquid Silicone Rubber (LSR) segment amounted to EUR 3.3 million. The decline in current assets to EUR 281.2 million ( –8.9%) is mainly attributable to the use of cash and cash equivalents to repay a corporate Schuldschein loan with a nominal value of EUR 31 million at the end of July. Overall, cash and cash equivalents decreased by EUR 39.4 million to EUR 86.6 million. Other financial assets also declined by EUR 3.5 million to EUR 1.9 million as a result of the expiry of a short-term investment. Inventories increased by EUR 13.3 million to EUR 99.1 million . In contrast, t rade receivables decreased by EUR 2.6 million to EUR 71.0 million. As of September 30, 2025, trade receivables amounting to EUR 28.4 million (December 31, 2024: EUR 16.8 million) had been sold to a factoring bank. Equity reflects the dividend payment and the negative result. The reduction in financial liabilities to EUR 199.1 million (December 31, 2024: EUR 234.1 million) was primarily due to the repayment of the corporate Schuldschein loan. Net Financial Debt in EUR million 09/30/2025 Change 12/31/2024 Corporate Schuldschein loan 7.0 –81.7% 38.4 Liabilities to banks 192.0 –1.8% 195.7 Financial liabilities 199.1 –14.9% 234.1 Cash and cash equivalents 86.6 –31.2% 126.0 Short-term time deposits 0.0 –100.0% 4.8 Cash and cash equivalents 86.6 –33.7% 130.7 Net Financial Debt (+) / Net Financial Surplus (–) 112.5 8.8% 103.3 As of September 30, 2025, the Semperit Group had net financial debt of EUR 112.5 million, as financial liabilities (EUR 199.1 million) exceeded cash and cash equivalents (EUR 86.6 million) (December 31, 2024: net financial debt of EUR 103.3 million). The lever age ratio as the quotient of net financial debt divided by EBITDA (for the last twelve months), was 1.5x as of September 30, 2025 (December 31, 2024: 1.2x).

Page 8

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Assets and financial position 8 Cash flow The cash flow statement is prepared jointly for continued and discontinued operations (relating to the comparative period 202 4); no distinction is made between the cash flows of the individual business units. The development of the liquidity situation in the first nine months of 2025 can be summarized as follows: Cash flow1 in EUR million 1-9 2025 Change 1-9 2024 Cash flows from operating activities 42.4 –26.7% 57.9 Cash flows from investing activities –18.5 –57.2% –43.3 Cash flows from financing activities –60.9 n/a –16.4 Net increase / decrease in cash and cash equivalents –39.4 n/a –1.5 1 The calculation includes continued and discontinued operations. In the first nine months of 2025, cash flow from earnings amounted to EUR 42.8 million (previous year: EUR 55.7 million), and cash flow from operating activities amounted to EUR 42.4 million (previous year: EUR 57.9 million). Cash flow from investing activities amounted to EUR – 18.5 million (previous year: EUR – 43.3 million). Cash -effective investments in intangible assets and property, plant, and equipment were at EUR 25.8 million significantly lower than in the previous year (EUR 54.7 million). Of this, EUR 7.1 million was attributable to strategic and growth investments (primarily the expansion of hose production in Odry, Czech Republic). In the same period of the previous year, t he figure was EUR 25.8 million. In terms of in dividual countries, the largest investments were made in the Czech Republic at EUR 9.0 million (previous year: EUR 23.2 million), in Austria at EUR 7.8 million (previous year: EUR 19.0 million), in Poland at EUR 3.7 million (previous year: EUR 5.6 million), in Germany at EUR 1.8 million (previo us year: EUR 1.7 million) and in the USA at EUR 1.1 million (previous year: EUR 3.3 million). Cash flow from financing activities amounted to EUR –60.9 million (previous year: EUR –16.4 million) and primarily included repayments of financial and lease liabilities amounting to EUR –38.4 million, interest payments of EUR –8.7 million, and dividend payments of EUR at EUR 25.8 million –10.3 million. The comparative period in 2024 was primarily characterized by the dividend payment in the same amount, the assumption of financial liabilities in the amount of EUR 26.0 million, and the repayment of other fi nancial liabilities amounting to EUR 14.0 million. Free cash flow1 in EUR million 1-9 2025 Change 1-9 2024 Cash flows from operating activities 42.4 –26.7% 57.9 Interest paid –8.7 –24.1% –11.4 Interest received 1.7 –33.2% 2.6 Cash investments for maintenance and small growth projects (intangible assets and property, plant and equipment) –18.6 –35.4% –28.9 Proceeds from the disposal of property, plant, and equipment and from sale of non-current assets held for sale, from the repayment of financial investments, investment grants received, and payments made for the acquisition of financial investments 5.5 n/a 2.2 Free cash flow before the sale of companies 22.3 –0.5% 22.4 Proceeds from business disposals net of cash disposed of 0.0 –99.3% 6.6 Free cash flow after the sale of companies 22.3 –22.9% 29.0 1 The calculation includes continued and discontinued operations. Free cash flow is the net cash flow adjusted for interest payments that is available for strategic growth investments, dividends, and the repayment of debt. In the first nine months of 2025, it amounted to EUR 22.3 million (previous year: EUR 22.4 million or EUR 29.0 million after the sale of companies).

Page 9

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Performance of divisions 9 Performance of divisions Division Semperit Industrial Applications (SIA) Key figures Semperit Industrial Applications in EUR million 1-9 2025 Change 1-9 20241 Q3 2025 Change Q3 20241 20241 Revenue 201.2 –1.0% 203.3 67.5 7.0% 63.2 267.3 EBITDA 37.7 –8.3% 41.0 13.4 21.6% 11.0 50.7 EBITDA margin 18.7% –1.5 PP 20.2% 19.9% +2.4 PP 17.5% 19.0% EBIT 24.3 –8.9% 26.7 9.0 74.0% 5.2 31.8 EBIT margin 12.1% –1.0 PP 13.1% 13.3% +5.1 PP 8.2% 11.9% Additions to intangible assets and property, plant and equipment2 8.2 –71.8% 29.0 2.9 –72.9% 10.6 37.0 1 As part of the optimization of the industrial strategy, the mandrel hose product group was transferred from the Semperit Industrial Applications division to the Semperit Engineered Applications division with effect from January 1, 2025. The comparative figures have been adjusted accordingly. 2 Excluding right-of-use in accordance with IFRS 16  The business performance of the SIA Division reflects the persistently challenging economic environment. However, the momentum of the sales-related decline has slowed. At EUR 201.2 million, revenue in the first three quarters was roughly on par with the previous year (after –4.7% in the first half of 2025), while EBITDA at EUR 37.7 million was 8.3% below the comparable figure (after –19.2% in the first half of 2025). The EBITDA margin amounted to 18.7% (previous year: 20.2%), with 19.9% achieved in the thir d quarter. Overall, the order situation shows a recovery compared with the same period of the previous year, driven primarily by the hose business.  Demand for hydraulic and industrial hoses remained subdued due to the general market situation. OEM business in particular – i.e., supplying original equipment manufacturers via our direct customers – continued to perform poorly, which impacted the bus iness situation. While OEMs have differing assessments of when a recovery might occur, there is a positive trend in direct customer business: inventory reduction is largely complete. However, the timing and speed of a sustained recovery in demand remain difficult to predict. In the first three quarters, both order intake and order backlog at the end of September were up on the previous year. However, sales volumes did not quite reach the previous year’s level. Measures to reduce fixed costs and an increased share of our custom ers’ pur- chasing volume (“share of wallet”) had a positive effect.  Demand and order intake for elastomer and sealing profiles remain subdued due to the continuing weakness of the construction in- dustry. Nevertheless, the first economic lead indicators, such as the number of building permits in the German construction industry, are showing the first signs of stabilization after three years of decline. However, a short -term recovery is not expected, as experience shows that there is a long period between the approval and actual implementation of construction projects.

Page 10

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Employees 10 Division Semperit Engineered Applications (SEA) Key figures Semperit Engineered Applications in EUR million 1-9 2025 Change 1-9 20241 Q3 2025 Change Q3 20241 20241 Revenue 282.2 –7.0% 303.3 95.4 –2.6% 97.9 409.3 EBITDA 26.3 –28.5% 36.7 11.6 27.9% 9.0 49.6 EBITDA margin 9.3% –2.8 PP 12.1% 12.1% +2.9 PP 9.2% 12.1% EBIT 0.5 –96.5% 15.2 4.2 n/a 1.8 20.3 EBIT margin 0.2% –4.8 PP 5.0% 4.4% +2.5 PP 1.9% 5.0% Additions to intangible assets and property, plant and equipment2 11.5 –38.9% 18.9 4.1 –44.9% 7.5 24.0 1 As part of the optimization of the industrial strategy, the mandrel hose product group was transferred from the Semperit Industrial Applications division to the Semperit Engineered Applications division with effect from January 1, 2025. The comparative figures have been adjusted accordingly. 2 Excluding right-of-use in accordance with IFRS 16  Revenue of the SEA Division reached EUR 282.2 million ( –7.0%) in the first three quarters of 2025, which was due to the subdued performance in the first quarter, primarily as a result of project postponements in the conveyor belt and LSR molding busines ses. As expected, these areas showed a significant recovery from the second quarter onwards, but this was not enough to fully compensate for the weak start of the year. The division’s EBITDA amounted to EUR 26.3 million and the margin to 9.3% (previous year: EUR 36.7 million and 12.1% respectively). Overall, the order situation improved compared with the same period of the previous year.  The Form business unit, which has also included the mandrel hose product group since the beginning of the year, recorded a slight increase in revenue. Demand developed differently across the board: Mountain Applications, Industrial, and Handrail Europe pe r- formed particularly well. The transport business developed stably, however, there were delays in major rail infrastructure projects and budget shifts towards the defense sector. The Chinese market for handrails remains challenging, since demand is hampered by weak infrastructure development, which is attributable to the high level of debt of local authorities and a cautious investment policy. Overall, order intake and order backlog in the Form business unit were above the previous year’s level.  At the beginning of the year, the Belting business unit (conveyor belts) was mainly affected by ongoing delays in customer projects and significantly increased uncertainty regarding US tariff policy. Other factors included temporary shifts in the product mix toward lighter belts and price pressure from Asian competitors. The order situation began to recover in the second quarter, but momentum slowed somewhat in the third quarter. Overall, both order intake for the first three quarters and the order backlog at the end of September were above the comparable figures for the previous year.  The LSR business unit (Rico) recorded stable revenue compared to the previous year but was able to increase EBITDA. Order intake for parts production developed satisfactorily overall, with demand varying depending on the product group: production call-offs from the healthcare sector increased, consumer goods and food remained stable, and demand in the mobility segment remained at a high level. By contrast, there were declines in areas related to the construction industry. In mold production for external tools, there was a signif- icant recovery after project-related delays in the first quarter. Capacity utilization increased noticeably, creating a solid foundation for future capacity utilization in parts production. Employees As of September 30, 2025, the headcount stood at 4,003 employees (FTE, full-time equivalent, including temporary staff), down from Sep- tember 30, 2024 (continued operations: 4,073). The decline is primarily attributable to the reduction in headcount as part of the cost-cutting program. On average, the headcount for the first nine months of 2025 was 3,992 employees (average 1-9 2024: 4,210).

Page 11

Semperit Group | Report on the first three quarters of 2025 Group Management Report – Executive and Supervisory Board matters 11 Executive and Supervisory Board matters At the 136th Annual General Meeting on April 23, 2025, Birgit Noggler and Stefan Fida were re- elected to the Supervisory Board. Their terms of office will expire at the end of the Annual General Meeting that approves the discharge for the 2028 (Birgit Noggler) and 2029 (Stefan Fida) financial years. Karl Haider stepped down from the Executive Board on March 31, 2025. Manfred Stanek has been a member of the Executive Board since March 1, 2025, and took over as Chairman of the Executive Board on April 1, 2025. Note This outlook is based on the assessments of the Executive Board as of November 11, 2025, and does not take into account the impact of potential acquisitions, divestments, or other unforeseeable structural and economic changes during the remainder of the year. These assessments are subject to both known and unknown risks and uncertainties, which may result in actual events and outcomes dif fering from the statements made here. Vienna, November 11, 2025 The Executive Board

Page 12

12 Semperit Group I Report on the first three quarters of 2025 Interim group financial report in EUR thousand Note 1–9 2025 1–9 2024 Q3 2025 Q3 2024 Revenue 2.1, 2.2 483,395 506,611 162,897 161,068 Changes in inventories 9,432 –3,286 719 –4,339 Own work capitalized 1,878 2,121 799 484 Operating revenue 494,704 505,446 164,415 157,213 Other operating income 2.3 6,899 5,054 1,842 2,242 Cost of materials and purchased services –215,466 –213,483 –69,699 –68,432 Personnel expenses –166,530 –166,414 –51,982 –53,496 Other operating expenses –67,596 –66,719 –23,234 –20,951 Earnings before interest, tax, depreciation and amortization (EBITDA) 2.1 52,011 63,884 21,341 16,576 Depreciation and amortization of intangible assets and property, plant, and equipment 2.1 –36,902 –34,630 –12,177 –11,730 Impairment of intangible assets and property, plant, and equipment 2.1 –3,303 –2,474 –2 –1,745 Earnings before interest and tax (EBIT) 2.1 11,806 26,780 9,163 3,101 Finance income 2.4 1,792 2,491 469 877 Finance expenses 2.4 –8,440 –10,677 –2,478 –3,157 Profit/loss attributable to redeemable non-controlling interests 2.4 –3,070 –2,570 –861 –698 Other financial result 2.4 –5,718 –1,314 –1,246 –1,216 Financial result 2.4 –15,436 –12,069 –4,116 –4,194 Earnings before tax –3,631 14,711 5,046 –1,093 Income taxes –4,803 –7,662 –2,286 –1,386 Earnings after tax from continuing operations –8,434 7,049 2,760 –2,478 Earnings after tax from discontinued operations 0 92 0 –19 Earnings after tax –8,434 7,141 2,760 –2,497 of which attributable to the shareholders of Semperit AG Holding –8,434 7,141 2,760 –2,497 Earnings per share in EUR (basic and diluted) –0.41 0.35 0.13 –0.12 of which earnings per share in EUR from continuing operations (basic and diluted) –0.41 0.34 0.13 –0.12 of which earnings per share in EUR from discontinued operations (basic and diluted) 0.00 0.01 0.00 0.00 Consolidated income statement

Page 13

13 Semperit Group I Report on the first three quarters of 2025 Interim group financial report in EUR thousand Note 1–9 2025 1–9 2024 Q3 2025 Q3 2024 Earnings after tax –8,434 7,141 2,760 –2,497 Other comprehensive income that may be recognized through profit and loss in future periods –8,783 –506 –176 –597 Measurement gain or loss from cash flow hedges 101 –542 134 –542 Income tax thereon –23 125 –31 125 Currency translation differences –8,861 –88 –279 –180 thereof reclassification to profit or loss for the period 307 0 307 0 Other comprehensive income –8,783 –506 –176 –597 Total comprehensive income for the year –17,217 6,635 2,584 –3,094 of which attributable to the shareholders of Semperit AG Holding –17,217 6,635 2,584 –3,094 Consolidated statement of comprehensive income

Page 14

14 Semperit Group I Report on the first three quarters of 2025 Interim group financial report in EUR thousand Note 1–9 2025 1–9 2024 Earnings before tax –3,631 14,711 Earnings before tax from discontinued operations, less transaction costs 0 109 Depreciation, amortization, impairment and reversal of impairment of intangible assets and property, plant, and equipment 2.1 40,205 40,182 Gain/loss from disposal of assets (including current and non-current securities and financial investments) –246 –701 Change in non-current provisions 226 –687 Profit/loss attributable to redeemable non-controlling interests 3,070 2,570 Net interest income (including income from securities) 6,554 8,153 Income taxes paid –3,751 –8,348 Other non-cash income/expenses 408 –264 Gross cash flow 42,836 55,724 Change in inventories –15,394 2,089 Change in trade receivables –392 9,304 Change in other receivables and assets –5,677 339 Change in trade payables 9,925 –125 Change in other liabilities and current provisions 11,122 –9,444 Cash flows from operating activities 42,420 57,888 Proceeds from sale of property, plant, and equipment 662 919 Proceeds from business disposals net of cash disposed of 47 6,586 Proceeds from sale of non-current assets held for sale 0 1,200 Purchases of intangible assets and property, plant, and equipment –25,764 –54,670 Interest received 1,720 2,568 Investment grants received 48 90 Proceeds from the repayment of financial assets 4,750 0 Cash flows from investing activities –18,536 –43,307 Cash receipt from non-current financial liabilities 0 26,000 Repayment of non-current financial liabilities 0 –10,000 Repayment of current financial liabilities –34,514 –4,037 Repayment of lease liabilities –3,859 –3,798 Dividend to shareholders of Semperit AG Holding –10,287 –10,287 Dividends to redeemable non-controlling interests in subsidiaries –3,587 –2,836 Interest paid –8,673 –11,424 Cash flows from financing activities –60,921 –16,382 Currency translation differences –2,327 275 Net change in cash and cash equivalents –39,364 –1,525 Cash and cash equivalents at the beginning of the period related to continuing operations 125,972 112,236 Plus cash and cash equivalents related to discontinued operations 0 435 Cash and cash equivalents at the beginning of the period (consolidated balance sheet value) 125,972 112,671 Cash and cash equivalents at the end of the period 86,609 111,145 Consolidated cash flow statement

Page 15

15 Semperit Group I Report on the first three quarters of 2025 Interim group financial report in EUR thousand Note 09.30.2025 12.31.2024 Intangible assets 115,802 120,701 Property, plant, and equipment 445,899 466,617 Trade receivables 142 142 Other financial assets 7,535 7,469 Other assets 5,249 5,938 Income tax receivables 0 120 Deferred taxes 2,106 3,240 Non-current assets 576,734 604,228 Inventories 99,063 85,745 Trade receivables 70,986 73,581 Other financial assets 1,868 5,390 Other assets 20,137 16,078 Income tax receivables 2,577 1,827 Cash and cash equivalents 86,609 125,972 Current assets 281,239 308,593 Assets held for sale 0 76 ASSETS 857,973 912,898 Share capital 21,359 21,359 Capital reserves 21,503 21,503 Retained earnings 354,001 372,645 Currency translation reserve 6,515 15,375 Equity attributable to the shareholders of Semperit AG Holding 403,378 430,882 Provisions 31,270 31,216 Liabilities from redeemable non-controlling interests 11,757 12,527 Financial liabilities 178,299 190,009 Trade payables 2,234 1,656 Other financial liabilities 39,578 50,039 Other liabilities 2,453 2,602 Deferred taxes 23,526 26,328 Non-current provisions and liabilities 289,118 314,377 Provisions 18,967 21,406 Liabilities from redeemable non-controlling interests 2,983 3,745 Financial liabilities 20,782 44,059 Trade payables 59,134 55,099 Other financial liabilities 21,200 11,368 Other liabilities 38,791 29,953 Income tax payables 3,620 1,979 Current provisions and liabilities 165,478 167,610 Provisions and liabilities held for sale 0 29 EQUITY AND LIABILITIES 857,973 912,898 Consolidated balance sheet

Page 16

16 Semperit Group I Report on the first three quarters of 2025 Interim group financial report in EUR thousand Note Share capital Capital reserves Retained earnings Currency translation reserve Total equity Balance as at 01.01.2024 21,359 21,503 371,554 10,891 425,307 Earnings after tax 0 0 7,141 0 7,141 Other comprehensive income 0 0 –417 –88 –506 Total comprehensive income for the year 0 0 6,724 –88 6,635 Dividend 0 0 –10,287 0 –10,287 Balance as at 09.30.2024 21,359 21,503 367,990 10,803 421,655 Balance as at 01.01.2025 21,359 21,503 372,645 15,375 430,882 Earnings after tax 0 0 –8,434 0 –8,434 Other comprehensive income 0 0 78 –8,861 –8,783 Total comprehensive income for the year 0 0 –8,356 –8,861 –17,217 Dividend 0 0 –10,287 0 –10,287 Balance as at 09.30.2025 21,359 21,503 354,001 6,515 403,378 Consolidated statement of changes in equity

Page 17

17 Semperit Group I Report on the first three quarters of 2025 Interim group financial report 1. General 1.1 Basic preparation principles The interim group financial report has been prepared in accordance with International Financial Reporting Standards (IFRSs) a nd the provisions for Interim Financial Reporting (IAS 34). For more information on accounting and valuation methods of the Semperit Group, please see the consolidated financial statements as at December 31, 2024, which in this regard form the basis for these interim group financial reports. The reporting currency is the euro, with figures rounded to the nearest thousand, unless expressly stated otherwise. Rounding differ- ences may occur when totaling rounded amounts and percentages through the use of automated calculation methods. The present interim group financial report of the Semperit Group as at September 30, 2025 has not been fully audited or reviewed by the Group’s auditor. 1.2 New and amended accounting standards The following new/amended standards and interpretations were applicable for the first time in the first nine months of 2025: Endorsement Mandatory application for the Semperit Group Effects on the Semperit Group New standards and interpretations None Amended standards IAS 21 Amendments to the effects of changes in foreign exchange rates in the event of a lack of exchangeability 12 November 2024 1 January 2025 no Notes to the interim group financial statements (condensed)

Page 18

18 Semperit Group I Report on the first three quarters of 2025 Interim group financial report 2. Performance 2.1 Segment reporting As part of the optimization of the industrial strategy, the product group 'Mandrel Built Hoses' was integrated from the Semperit Industrial Applications division into the Semperit Engineered Applications division, effective January 1, 2025. The comparative figures have been adjusted accordingly. 1–9 2025 in EUR thousand Semperit Industrial Applications Semperit Engineered Applications Corporate Group eliminations Total Revenue 201,165 282,230 0 0 483,395 Revenue with other segments 134 45 0 –179 0 EBITDA 37,653 26,263 –11,906 0 52,011 EBITDA before project expenses1 37,653 26,263 –8,360 0 55,557 EBIT 24,296 527 –13,017 0 11,806 Depreciation and amortization of intangible assets and property, plant, and equipment –13,357 –22,433 –1,111 0 –36,902 Impairment of intangible assets and property, plant, and equipment 0 –3,303 0 0 –3,303 Trade working capital 44,336 71,054 –4,476 0 110,914 Additions to intangible assets and property, plant, and equipment2 8,195 11,547 1,553 0 21,295 1 Related to the project “oneERP” 2 Excluding right-of-use assets in accordance with IFRS 16 1–9 2024 in EUR thousand Semperit Industrial Applications Semperit Engineered Applications Surgical Operations3 Corporate Group eliminations Total Revenue 203,292 303,318 23,151 0 0 529,762 Revenue with other segments 159 7 0 0 –166 0 EBITDA 41,041 36,723 740 –11,368 0 67,137 EBITDA before project expenses1 41,041 36,723 740 –10,428 0 68,077 EBIT 26,673 15,234 –2,518 –12,435 0 26,955 Depreciation and amortization of intangible assets and property, plant, and equipment –12,256 –21,127 –468 –1,067 0 –34,917 Impairment of intangible assets and property, plant, and equipment –2,112 –362 –2,790 0 0 –5,265 Trade working capital 52,434 72,690 –184 –3,799 0 121,140 Additions to intangible assets and property, plant, and equipment2 29,046 18,900 358 805 0 49,108 1 Related to the project “oneERP” 2 Excluding right-of-use assets in accordance with IFRS 16 3 EBITDA and EBIT includes the transaction costs of EUR 144 thousand for the sale of the discontinued operation Surgical Operations.

Page 19

19 Semperit Group I Report on the first three quarters of 2025 Interim group financial report 1–9 2024 in EUR thousand Total Adjustments3 Discontinued + continuing operations Discontinued operations Continuing operations Revenue 529,762 0 529,762 23,151 506,611 Revenue with other segments 0 0 0 0 0 EBITDA 67,137 144 67,280 3,396 63,884 EBITDA before project expenses1 68,077 144 68,220 3,396 64,825 EBIT 26,955 144 27,098 319 26,780 Depreciation and amortization of intangible assets and property, plant, and equipment –34,917 0 –34,917 –287 –34,630 Impairment of intangible assets and property, plant, and equipment –5,265 0 –5,265 –2,790 –2,474 Trade working capital 121,140 0 121,140 –245 121,385 Additions to intangible assets and property, plant, and equipment2 49,108 0 49,108 358 48,750 1 Related t o the project “oneERP” 2 Excluding r ight-of-use assets in accordance with IFRS 16 3 Relates to the transaction costs for the sale of the Surgical Operations business Impairment losses totaling EUR 3,303 thousand relate to certain non-contractual customer relationships that have ceased to exist within the LSR (Rico) business unit of the Semperit Engineered Applications division. In the previous year, impairment losses were primarily recognized for two salt bath systems of Semperit Profiles Leeser GmbH (Germa ny) in the Semperit Industrial Applications division, amounting to EUR 1,745 thousand, due to the absence of future economic use. 2.2 Revenue 1–9 2025 in EUR thousand Semperit Industrial Applications Semperit Engineered Applications Group Europe 161,097 171,144 332,242 America 22,921 57,890 80,812 Asia-Pacific 16,629 40,368 56,997 Africa 516 12,828 13,344 Revenue 201,165 282,230 483,395 1–9 2024 in EUR thousand Semperit Industrial Applications Semperit Engineered Applications Group Europe 163,405 187,417 350,822 America 24,018 59,708 83,726 Asia-Pacific 15,358 46,917 62,274 Africa 512 9,276 9,788 Revenue 203,292 303,318 506,611

Page 20

20 Semperit Group I Report on the first three quarters of 2025 Interim group financial report 2.3 Other operating income Other operating income includes income from temporary service agreements (Transitional Service Framework Agreement, “TSFA”) and a co-use agreement with Harps Global Pte. Ltd. and its subsidiaries (“Harps”) amounting to EUR 4,270 thousand ( previous year : EUR 1,368 thousand). These services ensure the smooth continuation of the former medical business in the premises of the Austrian Semperit Technische Produkte Gesellschaft m.b.H. by Harps. 2.4 Financial result in EUR thousand 1–9 2025 1–9 2024 Expense (+) / income (–) Interest income –1,741 –2,446 Income from securities –51 –45 Finance income –1,792 –2,491 Interest expense 8,440 10,677 Finance expenses 8,440 10,677 Profit/loss attributable to redeemable non-controlling interests 3,070 2,570 Net foreign currency result 4,150 635 Net result from the FVPL measurement category 25 –19 Miscellaneous 1,542 698 Other financial result 5,718 1,314 Financial result 15,436 12,069

Page 21

Semperit Group | Report on the first three quarters 2025 Contact/Financial Calender 21 Contact Semperit AG Holding Am Belvedere 10 1100 Wien, Österreich Tel.: +43 1 79 777-0 Fax: +43 1 79 777-600 www.semperitgroup.com Investor Relations Mag. Judit Helenyi Tel.: +43 1 79 777-310 www.semperitgroup.com/ir Financial Calender 2025 / 2026 12.11.2025 Report on 1-9 2025 18.03.2026 Publication of 2025 annual financial statements 27.04.2026 Annual General Meeting, Vienna 13.05.2026 Report on 1-3 2026 13.08.2026 Half-year financial report 2026 12.11.2026 Report on 1-9 2026 Addresses of the Semperit Group www.semperitgroup.com/en/contact Contacts of the Semperit Group Ownership and publisher: Semperit Aktiengesellschaft Holding, Am Belvedere 10, 1100 Vienna, Austria, Produced in-house with firesys GmbH, www.firesys.de Disclaimer The terms “Semperit” or “Semperit Group” in this report refer to the group; “Semperit AG Holding” or “Semperit Aktiengesellsc haft Holding” is used to refer to the parent company (individual company). We have prepared this report and verified the information it contains with the greatest possible care. Nevertheless, rounding, type- setting and printing errors cannot be ruled out. Rounding of differences in the summation rounded amounts and percentages may arise from the automatic processing of data. The forecasts, plans and forward-looking statements contained in this report are based on the knowledge and information availa- ble and the assessments made at the time that this report was pre -pared (editorial deadline: 1 1 November 2025). As is true of all forward-looking statements, these statements are subject to risk and uncertainties. As a result, actual events may deviate signifi- cantly from these expectations. No liability whatsoever is assumed for the accuracy of projections or for the achievement of planned targets or for any other forward-looking statements. Words such as “expect,” “want”, “believe,” “anticipate,” “includes,” “plan,” “as- sumes,” “estimate,” “projects,” “intends,” “should,” “will,” “shall,” or variations of suc h words are generally part of forward -looking statements. Furthermore, there is no guarantee that the contents are complete. Statements referring to people are valid for b oth men and women. This report has been written in German and English. In case of doubt, the German version shall take precedence.

Interim report