LISI Financial Information Q3 2025

COMMENTS BY BUSINESS SECTOR

LISI AEROSPACE (61 % of consolidated total)

• Strong momentum across all segments of the aerospace market and acceleration in orders for new aircraft

The global commercial aerospace market remains strong with a favorable long-term outlook, reflected in high order volumes for major manufacturers.

Production rates continue to increase for the Airbus A320 family (currently 61 aircraft, with a target of 75 in 2027) and for the A220 program. The sharp upturn in component call rates for Boeing's B737

MAX and B787 programs was also confirmed in the third quarter.

Sales in million euros

The significant return of long-haul orders, combined with the strong

End of September performance of the helicopter and military market segments (which represent between 10% and 15% of the division's business), are supporting demand over the long term.

• Continued growth, particularly in the United States, on an already high basis of comparison

During the first nine months of 2025, the LISI AEROSPACE division generated revenue of €883.4 million. This 19.0% increase over one year is all the more remarkable when compared to the 20.7% increase recorded during the same period in fiscal year 2024.

The third quarter of 2025 showed continued strong growth of +19.2% compared to the same period in 2024.

The Fasteners business is benefiting fully from the ramp-up of singleaisle programs and strong maintenance demand linked to sustained commercial aircraft fleet traffic. In the third quarter, it posted growth of +22.8% in the United States and +15.2% in Europe, despite an unfavorable currency effect. The Structural Components business grew by 21.9%.

Adjusted for currency fluctuations and excluding the impact of changes in scope, LISI AEROSPACE's revenue for the third quarter of 2025 was ^{2025 2024 2025 2024 2025 2024} up 23.9% compared to the same period last year, which was already up

AEROSPACE          AUTOMOTIVE              MEDICAL                                     18.7%.

These volume increases were accompanied by higher productivity, a good capacity utilization rate and, consequently, good absorption of fixed costs.

LISI AUTOMOTIVE (30 % of consolidated total)

•     World production trending downward

Although global light vehicle registrations rose by +5.1% in the third quarter compared to the same period last year, world production fell by -1.6%¹ in the ecosystem served by LISI AUTOMOTIVE.

•     Third-quarter revenue up slightly, benefiting from a favorable base effect

% Sales Variation per division / N-1

¹ Estimate based on production by LISI AUTOMOTIVE's automotive customers

LISI AUTOMOTIVE's revenue amounted to €429.4 million in the first nine months of 2024 (down 4.0% compared to the same period in 2024). The third quarter benefited from a favorable base effect (-9.1% in 2024) and was up +0.6% compared to the same period last year.

Adjusted for currency fluctuations and the deconsolidation of LISI AUTOMOTIVE Nomel, the LISI AUTOMOTIVE division's revenue was up +3.8% for the quarter and down -1.2% for the first nine months of the year.

The division thus outperformed the market of its automotive manufacturer customers, whose production declined by -1.6%¹, demonstrating the relevance of its product offering in a difficult environment.

New product orders remained high at 12.1% of sales for the first nine months of the year (12.2% during the same period last year), confirming:

•     the strategic positioning on electromobility,

•     the agility of the product ranges,

•     successful geographic diversification (China, United States), •             expansion into promising segments (braking systems, interior trim).

•     External growth finalized in Hungary

On September 30 (see press release dated October 8, 2025), LISI AUTOMOTIVE finalized the acquisition of the assets of a Hungarian company specializing in plastic assembly components. Thanks to this Hungarian presence, the Clip Solutions Business Group (BG CS) will accelerate its development with its ecosystem of automotive customers (OEMs and T1) based in Central Europe.

CONTACT D’ANIMATION : ODDO BHF CORPORATE –

LISI MEDICAL (9 % of consolidated total)

The outlook for the global market for medical implants and surgical instruments remains positive thanks to good visibility, particularly in the United States.

•     Gradual recovery of activity in the United States

LISI MEDICAL's revenue amounted to €132.0 million in the first nine months of 2025, down slightly by -1.8% compared to the same period in 2024. The third quarter of 2025 was down -2.1% compared to the same period last year.

Adjusted for currency fluctuations and excluding the impact of changes in scope, LISI MEDICAL division sales rose by +0.8% over the quarter and remained stable over the first nine months of the year.

•     Planned sale of LISI MEDICAL

Further to the press release dated July 9, 2025, the Group confirms that it has signed a binding agreement with SK Capital. Subject to obtaining the final approvals that are usually required, the transaction is expected to be finalized during the fourth quarter of 2025. In accounting terms, this could result in the retroactive application of IFRS 5 (Non-current assets held for sale and discontinued operations).

OUTLOOK AND COMMENTS ON FINANCIAL IMPACT ACTIVITY

LISI AEROSPACE

Civil aeronautics continues on a dynamic trajectory, with gradual rampups confirming solid short- and medium-term demand across all platforms. Other segments (helicopters, defense) are also showing strong momentum.

In the fourth quarter, the main challenge will be the sustained increase in delivery requests across all business segments.

TRADING AGREEMENT: ODDO BHF CORPORATE –

CONTACT

Emmanuel VIELLARD CEO

email: emmanuel.viellard@lisi-group.com ( : +33 3 84 57 00 77 - www.lisi-group.com

^* Free Cash Flow (FCF): net operating cash flow minus net CAPEX and changes in working capital requirements

LISI AUTOMOTIVE

In a global automotive environment characterized by low visibility, LISI AUTOMOTIVE is capitalizing on its differentiating strengths: favorable positioning on new vehicles and maintaining a high level of new product orders.

The focus in the fourth quarter will be on:

•     strengthening industrial agility by continuing to lower its break-even point in the face of an automotive market that is expected to slow significantly at the end of the fiscal year,

•     the operational and functional integration of the new Hungarian entity LISI AUTOMOTIVE Hungary.

LISI MEDICAL

The focus in the fourth quarter will be on the continued development of new products and increasing production volumes, taking advantage of the recently completed expansion of the Big Lake site (United States).

The sale of the division to SK Capital is expected to be finalized during the fourth quarter.

LISI CONSOLIDATED

The aerospace development plan is the Group's main growth driver, with favorable long-term visibility. Persistent uncertainty in the global automotive market could marginally slow the pace of improvement in overall performance.

In an uncertain geopolitical and macroeconomic environment (currency parities), the LISI Group reaffirms its confidence in achieving its 2025 objectives: a fifth consecutive year of improvement in key indicators, including current operating income, and the maintenance of positive free cash flow.

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TRADING AGREEMENT: ODDO BHF CORPORATE –