EQS-News: STRATEC REPORTS DEFINITIVE RESULTS FOR FIRST NINE MONTHS OF 2025

STRATEC REPORTS DEFINITIVE RESULTS FOR FIRST NINE MONTHS OF 2025

• Despite supply chain-induced interruption to production, consolidated sales at constant currency up 2.5% (nominal: +1.5%) to € 175.6 million in 9M/2025 (9M/2024: € 173.0 million)
• Scale effects and higher earnings contributions from the realization of high-margin development sales are expected to drive significantly more dynamic earnings momentum in the fourth quarter of 2025
• Ongoing great momentum and strong demand for system solution development cooperations; new partnerships initiated
• 2025 guidance: sales at constant currency expected at around previous year’s level with adjusted EBIT margin at lower end of forecast corridor of 10.0% to 12.0%

Birkenfeld, November 7, 2025

STRATEC SE, Birkenfeld, Germany, (Frankfurt: SBS; Prime Standard, SDAX) today announced its financial results and major events for the period from January 1, 2025 to September 30, 2025 with the publication of its Quarterly Statement 9M|2025.

KEY FIGURES ¹

Adj. = adjusted / bps = basis points / wb = constant currency

¹ To facilitate comparison, figures for 2025 have been adjusted to exclude amortization resulting from purchase price allocations in the context of acquisitions and other non-recurring items (including one-off advisory expenses, fees, and restructuring expenses). The figures for 2024 have additionally been adjusted to exclude one-off personnel expenses of € 1.7 million in connection with the departure of a member of the Board of Management.
² Restated pursuant to IAS 8.

“Despite a challenging environment, STRATEC can report consolidated sales growth for the first nine months of 2025. Driven by trade policy tensions, temporary interruptions are apparent in the supply chains for some of our system lines. These particularly relate to the supply situation for a specific type of magnet. This already led to delays in planned system deliveries in the third quarter. Production volumes will also be adversely affected by this factor in the fourth quarter of 2025, meaning that we only expect to be able to make up for most of these delivery backlogs in the first quarter of 2026. As a result, we recently made a slight adjustment to our sales guidance for 2025. Despite the lower benefits of scale now expected and continuing unfavorable exchange rates, it is nevertheless pleasing to note that we can confirm the lower end of the forecast corridor for the adjusted EBIT margin. This confirms the program of efficiency measures we have initiated. The renewed increase in demand and our customers’ greater willingness to engage in new development partnerships in the area of systems give us additional confidence. Our power of innovation and great competitiveness enable us to react flexibly to market changes and draw on those opportunities arising in a demanding climate”, comments Marcus Wolfinger, Chief Executive Officer of STRATEC SE.

BUSINESS PERFORMANCE
STRATEC increased its consolidated sales year-on-year by 2.5% on a constant-currency basis (nominal: +1.5%) to € 175.6 million in the first nine months of 2025 (9M/2024: € 173.0 million). Systems sales at constant currency virtually matched the previous year’s level. Alongside start-up curves for new product launches remaining flatter than usual, the third quarter also brought supply chain interruptions in connection with trade policy tensions and thus delivery backlogs with some system lines. By contrast, the stabilization in demand for system lines which had seen disruptions in the wake of the COVID-19 pandemic continued apace. Constant-currency sales with Service Parts and Consumables fell slightly short of the previous year’s high figure. In the third quarter of 2025, this division felt the effects of volatile order behavior and logistics optimization measures taken by customers to account for changeable global tariff restrictions. Conversely, sales with Development and Services showed double-digit percentage growth, benefiting from a high volume of development activities and numerous customer projects currently underway.

Adjusted EBIT amounted to € 12.8 million in the first nine months of 2025 (9M/2024: € 15.1 million). Compared with the previous year, the adjusted EBIT margin thus fell by 150 basis points from 8.8% to 7.3%. This was particularly due to product mix effects within the Systems operating division, as well as to a temporary dip in the share of high-margin Service Parts and Consumables in the third quarter of 2025. The margin performance was additionally held back by negative exchange rate effects.

Adjusted consolidated net income stood at € 7.1 million in the first nine months of 2025, compared with € 8.4 million in the previous year. Here, STRATEC witnessed a year-on-year improvement in its net financial expenses and an increase in its adjusted tax rate. Adjusted earnings per share (basic) amounted to € 0.58 (9M/2024: € 0.69).

The key earnings figures for the first nine months of 2025 have been adjusted to exclude amortization resulting from purchase price allocations in the context of acquisitions and other non-recurring items (including one-off advisory expenses, fees, and restructuring expenses). A reconciliation of the adjusted figures with those reported in the consolidated statement of comprehensive income can be found in the Quarterly Statement 9M|2025 also published today.

FINANCIAL GUIDANCE
As already communicated in the announcement published on October 30, 2025, STRATEC expects to witness temporary interruptions to the supply of input materials for some system lines in the fourth quarter of 2025. In particular, in connection with trade policy tensions supply chain interruptions have arisen for a specific type of magnet with impurities relating to export-restricted rare earths (share of rare earths in affected production batch: 0.1%). Against this backdrop, delivery backlogs already arose for system deliveries in the third quarter of 2025. STRATEC does not expect to receive sufficient quantities of input materials to make up for these delivery backlogs or for the production volumes originally planned for the fourth quarter of 2025. Furthermore, global tariff conflicts are leading to higher fluctuations in customers’ order behavior and to associated logistics optimization measures. These particularly affect the Service Parts and Consumables division. In view of these factors, on October 30, 2025 the Board of Management decided to adjust its sales guidance for the 2025 financial year. STRATEC now expects its consolidated sales at constant currency to approximately match the previous year’s figure. Despite the lower sales base hereby forecast and negative currency items, STRATEC confirmed the lower end of the forecast corridor of around 10.0% to 12.0% for its adjusted EBIT margin. The expected intra-year rise in profitability in the fourth quarter of 2025 is attributable to benefits of scale, efficiency measures, and higher earnings contributions from the realization of high-margin development sales.

Based on updated planning, STRATEC assumes that its investments in property, plant and equipment and intangible assets in the 2025 financial year will fall slightly short of the originally forecast range of a total of 8.0% to 10.0% of sales (2024: 7.1%).

PROJECTS AND OTHER DEVELOPMENTS
Together with its partners, in the third quarter of 2025 STRATEC once again made further scheduled progress with numerous development projects and paved the way for additional cooperation agreements. The increasing willingness shown by customers in recent months to reach decisions concerning cooperations in the systems development business continued. Among other aspects, STRATEC has observed growing demand for lifecycle transfers. Furthermore, customers are increasingly looking for partners who are able to assume full responsibility for design, production, and delivery for the entire product lifecycle. The background to this development involves reorganization measures and M&A activities at customers, as well as their strategic focus on products already established in the market. These factors are supplemented by changed market conditions and growing requirements in terms of materials procurement. Against this backdrop, STRATEC recently initiated a partnership for a well-established high-throughput product in the field of molecular diagnostics.

The third quarter of 2025 also saw the market launch of the P780, a next-generation analyzer system offered under the Diatron brand in the field of clinical chemistry. To address a wide range of target customers, the P780 was developed for medium to large laboratories, offering an innovative and scalable solution characterized by great reliability.

DEVELOPMENT IN PERSONNEL
Including personnel hired from temporary employment agencies and trainees, the STRATEC Group had a total of 1,420 employees as of September 30, 2025 (previous year: 1,462 employees). This corresponds to a reduction of 2.9% compared with the previous year’s reporting date and is to be viewed in connection with the continuation in 2025 of the measures taken to enhance efficiency and improve earnings.

QUARTERLY STATEMENT 9M|2025
The Quarterly Statement 9M|2025 of STRATEC SE has been published on the company’s website at www.stratec.com/financial_reports.

CONFERENCE CALL AND AUDIO WEBCAST
To mark the publication of the definitive results for the first nine months of 2025, STRATEC will be holding a conference call in English at 2.00 p.m. (CET) today, Friday, November 7, 2025.

You will receive the dial-in data (telephone number, password + individual PIN) following brief registration at the following link: www.stratec.com/registration

The conference call will also be available at the same time as an audio webcast at http://www.stratec.com/audiowebcast20251107 (brief registration required). Please note that no questions can be submitted via the audio webcast. Clicking this link also enables you to follow or download the slide presentation.

ABOUT STRATEC
STRATEC SE (www.stratec.com) designs and manufactures fully automated analyzer systems for its partners in the fields of clinical diagnostics and life sciences. Furthermore, the company offers complex consumables for diagnostic and medical applications. For its analyzer systems and consumables, STRATEC covers the entire value chain – from development to design and production through to quality assurance.

The partners market the systems, software, and consumables, in general together with their own reagents, as system solutions to laboratories, blood banks and research institutes around the world. STRATEC develops its products on the basis of patented technologies.

Shares in the company (ISIN: DE000STRA555) are traded in the Prime Standard segment of the Frankfurt Stock Exchange and are listed in the SDAX select index of the German Stock Exchange.

FURTHER INFORMATION IS AVAILABLE FROM:
STRATEC SE
Jan Keppeler, CFA | Investor Relations, Sustainability & Corporate Communications
Tel: +49 7082 7916-6515
ir@stratec.com
www.stratec.com