Kapsch TrafficCom AG: Preliminary business figures for the first three quarters of the financial year significantly short of expectations and revision of the outlook for the financial year 2025/26.

Vienna, February 16, 2026  –  Following an analysis of preliminary business figures for the first three quarters of the financial year 2025/26, the Management Board of Kapsch TrafficCom AG (ISIN: AT000KAPSCH9) announces that revenues and earnings before interest and taxes (EBIT) fall significantly short of expectations. It is necessary to adjust the outlook for the financial year 2025/26.

Accordingly, preliminary revenues of around EUR 307 million and EBIT of around EUR 12 million are expected for the first three quarters of the financial year 2025/26. EBIT includes a positive one-off effect of around EUR 23 million from the first quarter.

The tolling market is showing a drastic and unexpectedly severe weakness on a global scale. Furthermore, there were customer-related delays in starts and executions of projects. The relatively strong order intake over the past ten months  –  despite the challenging market situation - will contribute to revenues only in the financial year 2026/27 and the following years. This has corresponding effects on the expected operating results.

The outlook for the financial year 2025/26 is therefore being revised. The Management Board of Kapsch TrafficCom AG now expects revenues in the range of approximately EUR 420 million (previously around EUR 450 million) and EBIT in the range of approximately EUR 7 million (previously around EUR 25 million).

Kapsch TrafficCom therefore continues to place a strong focus on cost adjustments, although these will not take full effect until the next financial year.