Slides
Page 1
Focused growth, lasting value Arcadis Strategy 2027-2029 1 Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 2
Arcadis is focused on improving the quality of life to solve clients’ biggest problems 2© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results Rising capital investment +66% 4 largest hyperscalers spent more than $416B in capital expenditure during 2025, up 66% yoy.1) Ageing & inadequate infrastructure 68% of US$625B EPA: two thirds of US drinking water investment need is related to replacing infrastructure: pipe replacements, upgrade treatment facilities.2) Growing demand for climate resilience $1 $9 Every US$1 invested in resilience can protect up to US$8.60 of asset value, providing a strong economic rationale for infrastructure owners.3) Growing project complexity driving cost overruns Mega projects increasingly delayed with 79% cost overruns Client increasingly face multiple layers of complexity simultaneously: stakeholder, permitting & energy requirements, labor shortages, climate adaptation.4) Expanding emphasis on asset lifecycle 20-40% cost reductions Infrastructure owners can achieve 20–40% lifecycle cost reductions by optimizing ownership across planning, design, operations, maintenance and renewal phases. 5) 1) BCG: CAPEX Trends: Analysis of 2025's Record Expenditures, 2) EPA's 7th Drinking Water Infrastructure Needs Survey, 3) World Bank Group: Low Cost, High Yield: The Adaptation and Resilience Investment Opportunity for Infrastructure, 4) McKinsey: Increasing Transparency in Megaproject Execution, 5) BCG: The Long-Term Cost of Short-Term Thinking in Infrastructure Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 3
Our strategy: Focused profitable growth, lasting results 3© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results Focus investments Invest in the most attractive spaces where we have proven track record Offer end-to-end services Leverage expertise across different stages of the asset lifecycle Reshape portfolio Review our portfolio and redeploy capital to strategic priorities Streamline how we work Bring our best people, standardize delivery approaches to scale faster (global & local) Client centricity Empower our client-facing teams to drive superior client experience Leverage scale Invest in process optimisation and automation to drive scalability and efficiency Strengthen commercial model Enhance win-rate through differentiated pricing and sector-aligned sales incentives Manage and incentivize performance Drive a perform-reward culture built on clear expectations and recognition of success Sharpen talent strategy Re-establish top talent training programs and continue to be the employer of choice Focus to grow Simplify delivery Drive performance AI & digital focus Focus on our strengths Simplify around clients Drive performance culture Principles of how we scale: Build with clients based on needs, focusing investments on our priority sectors Operating model to do it: Combine data, talent and the right operating model to power delivery at scale Plan to scale: Collect and prioritize the best ideas, finding efficiencies in how we deliver Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 4
Transportation • Build out leading position • Continued investment with select M&A • Grow end-to-end services • Build scaled positions • Increased investment, select M&A • Grow with our global clients • Do more of what we do well • Pricing hurdles & margin discipline Core Large, structurally growing, low-cyclicality markets where we hold strong position Accelerate Fast growing sectors where we have a foothold, but not at scale Optimize More cyclical, with greater risk of commoditization Environmental services: Scaling our environmental capability as a differentiator and growth driver Industrial Manuf. & Tech Real Estate & Development Power & Water Focus on our strengths 4© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results Invest in Core and Accelerate Industries to drive growth and margin Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 5
Core Accelerate Optimize Organizing around our clients: from Global Business Areas to Industries Who we work for 5© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results Rail, Transit & Ports Highways & Roads Power, Energy & Mining Water Life Sciences & Pharmaceuticals General Manufacturing Public, Institutional and Defense Property Investors & Occupiers Digital Infrastructure Transportation 27% of net revenue Industrial Manuf. & Tech 21% of net revenue Real Estate & Development 26% of net revenue Power & Water 26% of net revenue IndustriesSectors Note: All revenues pertain to 2025 values Simplify around clients Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 6
Services 1) Covering Project and Program Management, Cost and Commercial Management, Construction Management © Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results Focus where we provide end-to-end integrated service offering What we do Transportation Industrial Manuf. & Tech Real Estate & DevelopmentPower & Water Integrated service offering Architecture Simplify around clients Asset Mgmt.Advisory Program Mgmt.1 Design & EngineeringEnvironment Selected service offering 6 Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 7
© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results What we want to achieve People strategy to succeed Drive performance culture Aligning talent, incentives and performance How we deliver Step-change the commercial acumen and outcome-based pricing Drive efficiencies in back-office and in core engineering services, enabled by AI Embrace entrepreneurship and growth mindset, investing in future leaders to deliver strategy Sharpen incentive structures and performance management, tying them to growth, margin and value Reset talent strategy to attract and develop the next generation of Arcadians Talent Incentives Performance 7 Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 8
We bring together the world’s brightest to solve the most complex infrastructure and environmental challenges Why Arcadis Long heritage and people with deep expertise #1 in semiconductors, pharma and hazardous waste; top-3 in data centres and power Environmental expertise built in, not bolted on From energy, power and water to transportation Built to solve the most complex challenges in an AI world Coordinating multiple stakeholders and competing demands is where we're most experienced We solve problems at every stage of an asset's life From planning decisions, through delivery, to renewal, and everything in between Our clients keep choosing us 95% of revenue from repeat clients: earned trust, not one-off wins 8© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 9
1) Operating EBITDA is calculated as earnings before interest, tax, depreciation and amortization and excludes restructuring, integration, disposal and acquisition related costs and net result from divestments © Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results 2027-2029 targets: We will step change our performance through the strategy 2027-2029 Organic Net revenue growth 2029 Operating EBITDA1 margin Mid-single digit Mid- to high-teens 9 Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 10
Focused investments Targeting above-market growth by increasing our share of wallet with our Key Clients Strategic prioritization reshapes our revenue mix towards high growth end markets Power & Water Transportation Industrial Manufacturing & Tech Real Estate & Development © Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results Growing Core & Accelerate from 74% to 85% by 2029 Optimize Accelerate Core Gain market share by adding new Key Clients Review of long-term potential of select businesses Disciplined and selective pursuits > > > > 2027-2029 Targets: Net Revenues 26% 15% 74% 85% 2025 2029E Net revenue split % 10 Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026
Page 11
© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results 11 2026 Operating EBITA% 2026 Operating EBITDA% Focus on our strengths Simplify around clients Drive performance culture 2029 Operating EBITDA% 14.3-14.6% Mid-high teens 11.7-12.0% • Operating leverage • Driving win-rate • Investments in key growth markets • Simplified delivery reducing mgmt. layers • Overhead cost reduction through automation and AI efficiencies • Investments in AI and Global Excellence Centers • Strengthening the commercial model • Investing in talent We will drive sustainable margin improvement through our strategic pillars Preview of 2027-2029 Strategy as announced during Second Quarter and Half Year 2026 Results on 30 July 2026 2027-2029 Targets: Operating EBITDA Margin
Page 12
Statements included in this presentation that are not historical facts (including any statements concerning investment objectives, other plans and objectives of management for future operations or economic performance, or assumptions or forecasts related there to) are forward- looking statements. These statements are only predictions and are not guarantees. Actual events or the results of our operations could differ materially from those expressed or implied in the forward-looking statements. Forward-looking statements are typically identified by the use of terms such as “may,” “will”, “should”, “expect”, “could”, “intend”, “plan”, “anticipate”, “estimate”, “believe”, “continue”, “predict”, “potential” or the negative of such terms and other comparable terminology. The forward-looking statements are based upon our current expectations, plans, estimates, assumptions and beliefs that involve numerous risks and uncertainties. Assumptions relating to the foregoing involve judgments with respect to, among other things, future economic, competitive and market conditions and future business decisions, all of which are difficult or impossible to predict accurately and many of which are beyond our control. Although we believe that the expectations reflected in such forward-looking statements are based on reasonable assumptions, our actual results and performance could differ materially from those set forth in the forward-looking statements. Disclaimer 12© Arcadis 2026 | Arcadis Q2 and Half Year 2026 Results