Konecranes Oyj : April 2024 Investor presentation

Konecranes

Investor

Presentation

April2024

ImportantNotice

The following applies to this presentation, the oral presentation of the information in this presentation by Konecranes Abp (the "Company" or "Konecranes") or any person on behalf of the Company, and any question-and-answer session that follows the oral presentation (collectively, the "Information").InaccessingtheInformation,youagreetobeboundbythefollowingtermsandconditions.

Thispresentationdoesnotconstituteanofferoforaninvitationbyoronbehalfof,Konecranes,oranyotherperson,topurchaseanysecurities.

The Information is not directed to, or intendedfordistributionto or use by, any person or entity that is a citizenor residentof, or located in, any locality, state, country or other jurisdiction where such distribution or use would be contrary to law or regulation or which would require any registration or licensing within suchjurisdiction.

The Information contains forward-looking statements. All statements other than statements of historical fact included in the Information are forward- looking statements. Forward-looking statements give the Company's current expectations and projections relating to its financial condition, results of operations, plans, objectives, future performance and business. These statements may include, without limitation, any statements preceded by, followed by or including words such as "target," "believe," "expect," "aim," "intend," "may," "anticipate," "estimate," "plan," "project," "will," "can have," "likely," "should," "would," "could" and other words and terms of similar meaning or the negative thereof. Such forward-looking statements involve known and unknown risks, uncertainties and other important factors beyond the Company's control that could cause the Company's actual results, performance or achievements to be materially different from the expected results, performance or achievements expressed or implied by such forward-looking statements. Such forward-looking statements are based on numerous assumptions regarding the Company's present and future business strategies and theenvironmentinwhichitwilloperateinthefuture.

The Information, including but not limited to forward-looking statements, applies only as of the date of this document and is not intended to give any assurances as to future results. Market data used in the Information not attributed to a specific source are estimates of the Company and have not been independentlyverified.

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Agenda

1. Konecranes in brief
2. Updated strategy & financial targets
3. Key financials development
4. Konecranes as an investment
5. Segment overviews
6. Appendix
7. Latest quarterly result presentation

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1. Konecranesinbrief

Shapingnextgenerationmaterialhandlingforasmarter, saferand better world

Nasdaq Helsinki	Headquartered in	Active in around	Approximately
KCR	Hyvinkää	50	16,600
since 1996	Finland	countries	employees, Q1/24

Orders received	Net sales	Comparable EBITA	Order book
4,161.4	3,966.3	11.4%	3,040.8
MEUR, 2023	MEUR, 2023	margin, 2023	MEUR, 2023

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Twomaincustomersegments, extensiveservicecoverageanda trulyglobalpresence

Sales by segment, 2023

33%35%

Port Solutions	Service
1371 MEUR	1490 MEUR

32%	=
Industrial Equipment	Service and
1355 MEUR	Industrial Equipment

Sales by offering type, 2023

41%

Total service 1724 MEUR(1)

59%

Total equipment

2493 MEUR(2)

Sales by region, 2023

14%	47%
APAC	EMEA
572 MEUR	1873 MEUR
38%
AME
1522 MEUR

Note (1): Total service includes Service and Port Solutions' service sales of 233.3 MEUR

Note (2): Total equipment includes Industrial Equipment and Port Solutions excluding Port Solutions' service sales of 233.3 MEUR

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Anindustryandtechnology leaderinmaterialhandlingsolutions

Service

• Specialized maintenance services and spare parts for all types and makes of industrial cranes and hoists
• Unparalleled global service network

Industrial Equipment

• Extensive range of industrial cranes, from components and light duty applications to demanding process solutions
• Technology leadership and leading market position

Port Solutions

• Provides equipment, solutions and service for the container handling industry and ports
• One of the leading global suppliers

Service and Industrial Equipment

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Wehaveasolidplatformwithleadingmarketpositionstobuildon

Segment

Market & position

		Net sales		~10-15 BEUR
		1,490.4
		35%	addressable
	Service	MEUR, 2023	#1
andService EquipmentIndustrial	Personnel		core market
Industrial		core market	#1
		8,023	Share of Group's	Thousands
		end of Q1 2024	net sales (2023)	of participants
		Net sales		~10 BEUR
		1,355.3
		32%	addressable
	Equipment	MEUR, 2023
	Personnel
		5,241	Share of Group's	Thousands
		end of Q1 2024	net sales (2023)	of participants
		Net sales		~15-20 BEUR
		1,370.8
	Port	33%	addressable
	MEUR, 2023
	core market	#2-3
	Solutions	Personnel
			(1)
		3,189	Share of Group's	Hundreds
		end of Q1 2024	net sales (2023)	of participants
Note (1): Market position estimate varies depending on Business Unit

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Offering

• Inspections & preventive maintenance
• Predictive maintenance & remote monitoring
• Corrective maintenance & retrofits
• Consultation services
• Modernization services
• New equipment & spare parts
• Hoists and components (electric wire rope hoists, electric chain hoists, Core of Lifting)
• Standard cranes (built from standardized modules, largely comprise overhead cranes)
• Process cranes (application-specific cranes tailored to a specific customer need)
• Quayside cranes (STS, MHC)
• Container yard, intermodal & horizontal transport equipment (RTG, RMG, ARTG, ARMG/ASC, SC, AGV)
• Lift trucks (RS, FLT, LCH/ECH)
• Software solutions (TOS, ECS)

• Service, spare parts, retrofits, modernizations

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Ourbroadcustomerbaseprovidesbothstability andgrowth opportunities

Orders by customer segments, 2023

9% 4%

Construction Power and Engineering

9%

Distributors

24%

General

Manufacturing

3% 4%

Chemicals Mining

5%

Transportation

Equipment 7%

Metals

Production

4%

Paper and

Forest

31%

Container

Handling

Container handling

General manufacturing

Metals production

Paper and forest	Automotive	Mining

Power & Nuclear

Waste-to-energy

Petroleum and gas

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Morethan100yearsofgrowthbothorganicallyandthrough strategicacquisitions

1930s	1950s	1970s	1990s	2010s	2017
Developing electric	Production of harbor	Bulk material handling	Independent	Expansion to	Acquisition of
hoists	cranes starts	starts	company	emerging markets	the MHPS business

1910s

Manufacturing starts in Helsinki

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					Whiting
					Corporation
1940s	1960s	1980s	2000s	2010s	2020s
Expanding to	Establishing	Expansion	Entry to the Chinese	Strengthening digital	Expansion in APAC
Hyvinkää	a service strategy	to America	market and lift trucks	service delivery	& bolt-on acquisitions

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