Straumann Holding Ag · SIX:STMN
Straumann — Q3 2026 Earnings Presentation
22 slides from Straumann's earnings presentation, Oct 28, 2026
Slide 1: Third-Quarter Results 2026
2026 THIRD-QUARTER RESULTS Presentation for investors, analysts and media Basel, October 28, 2026
Slide 2: Disclaimer
DISCLAIMER This presentation contains forward-looking statements, including statements regarding the beliefs, expectations and assumptions of future results, performance or achievements of Straumann Group, that are based upon information available to Straumann Group as of the date such statements ar
Slide 3: Agenda
AGENDA 1 Performance overview Guillaume Daniellot 2 Financial performance Isabelle Wege 3 Strategy update Guillaume Daniellot 4 2026 outlook Guillaume Daniellot 5 Q&A Guillaume Daniellot & Isabelle Wege 3
Slide 4: Performance Overview
PERFORMANCE OVERVIEW – Guillaume Daniellot, Group CEO –
Slide 5: Q3 Growth Accelerates to 9.2%
Q3 GROWTH ACCELERATES TO 9.2% Full-year 2026 outlook confirmed Revenue in Q3 2026 Q3 organic growth in 2026 Regional performance 667.1 M 9.2% EMEA & APAC Double-digit organic growth of 10.5% and CHF 2.1 bn revenue in 9M 2026 Accelerated from 8.5% in Q2. Nine-month 10.3%, respectively organic growth
Slide 6: Double-Digit Growth in EMEA and APAC
DOUBLE-DIGIT GROWTH IN EMEA AND APAC Regional organic growth in the third quarter and the first nine months of 2026 NAM EMEA Regional share of Group revenue Q3 26 7.5% Q3 26 10.5% in % 9M 26 7.9% 9M 26 8.9% 26 NAM 38 %* 26 %* GROUP 10 LATAM Q3 26 9.2% 24 APAC Q3 25 8.3% 11 %* 25 %* 9m 26 8.3% 9m 25
Slide 7: Financial Performance
FINANCIAL PERFORMANCE – Isabelle wEge, Group CFO –
Slide 8: Strong Results with Considerable FX Headwinds
STRONG RESULTS WITH CONSIDERABLE FX HEADWINDS Revenue development breakdown in CHF million, rounded Regional % share of organic growth +4.9% +8.3% Organic 22 2’047 29 18 APAC 38 14 LATAM 68 1’950 25 NAM 1’890 -60 0 Change in organic growth 43 EMEA +8.9% +7.9% +6.1% +12.1% Revenue FX effect M&A effec
Slide 9: China Regains Momentum While VBP 2.0 Is Getting Started
CHINA REGAINS MOMENTUM WHILE VBP 2.0 IS GETTING STARTED Key developments • China regained growth momentum in Q3 after several challenging quarters marked by VBP uncertainty • Rules for the next round of VBP for dental implants have not yet been announced, with tender completion expected before year-
Slide 10: Strategy Update
STRATEGY UPDATE – Guillaume Daniellot, Group CEO –
Slide 11: Massive Market Opportunity Across All Segments
MASSIVE MARKET OPPORTUNITY ACROSS ALL SEGMENTS CHF 20 bn market opportunity globally - 14% Straumann Group market share Perform CHF 6.1BN Transform CHF 4.9BN CHF 5.7BN Market size CHF 1.8BN CHF 1.3BN >35% 10%+ <5% <5% <5% <13% Market share Implantology RegenerativeS Clear aligner Digital equipment C
Slide 12: Superior Customer Experience through Product Leadership x Digitalization
SUPERIOR CUSTOMER EXPERIENCE THROUGH PRODUCT LEADERSHIP × DIGITALIZATION Sirios X3 intraoral scanner Straumann Iexcel Clearcorrect scalloped implant system trimline aligner Straumann FAST Molar Solution Straumann access cloud-based platform Innovation Digitalization drives product excellence enhance
Slide 13: Straumann AXS Deepens Customer Relationships
STRAUMANN AXS DEEPENS CUSTOMER RELATIONSHIPS Reorder rates for AXS customers are substantially higher than for non-AXS customers 65 000+ 20 000+ AXS customers’ stickiness installed scanners active Straumann AXS users drives value IOS portfolio – multi branding & multi pricing Open-cloud based Straum
Slide 14: Product Innovation & Digitalization Enable a More Differentiated Offering
PRODUCT INNOVATION & DIGITALIZATION ENABLE A MORE DIFFERENTIATED OFFERING & INCREASED RECURING REVENUE Fast. Accurate. Simple. Trusted. moLAR Fixed Full Arch At least one patient appointment saved by scanning on the day of surgery* Up next: the full-arch workflow→ Place Scan same day Restore 14
Slide 15: SIRIOS APS: Simpler Immediate Full-Arch Treatment
SIRIOS APS: SIMPLER IMMEDIATE FULL-ARCH TREATMENT Accelerating adoption of higher-value cases with F.A.S.T. Full Arch treatment solution New Straumann SIRIOS APS Arch Positioning System • Scan: SIRIOS APS captures precise implant positions during surgery, with no expensive specialist scanner needed
Slide 16: ClearCorrect Grows Double-Digit in Focus Markets
CLEARCORRECT GROWS DOUBLE-DIGIT IN F0CUS MARKETS A stronger GP offering and a leaner cost base NEW TOOLS FROM CASE SELECTION TO PATIENT FOLLOW-UP • New tools make aligner treatment easier for general practitioners to offer Case Assessment • Resources focus on markets with the strongest growth potent
Slide 17: Education Drives Market Penetration of Innovations
EDUCATION DRIVES MARKET PENETRATION OF INNOVATIONS September & October events engaged dental professional across key markets International Esthetics Day 2026 in Copenhagen Major educational platforms Engaging dental professionals Neodent Symposium in Austin 17
Slide 18: 2026 Outlook
2026 OUTLOOK – Guillaume Daniellot, Group CEO –
Slide 19: Outlook 2026 – Confirmed
OUTLOOK 2026 – CONFIRMED 1 Significant growth opportunities in a CHF 20bn+ • High-single digit organic revenue addressable market with strong fundamentals growth Proven business model with strong market • 140 to 170 basis points positions amid continued volatility improvement of the core EBIT ma
Slide 20: Any Questions?
ANY QUESTIONS?
Slide 21: Calendar of Upcoming Events
CALENDAR OF UPCOMING EVENTS Date Event Location October 29 , 2026 Roadshow Bank of America Paris November 4, 2026 Roadshow J.P. Morgan London November 5, 2026 ZKB Swiss Equity Conference Zurich November 10-11, 2026 UBS European Conference London November 24, 2026 Kepler Cheuvreux Geneva Day Geneva D
Slide 22: Thank You.
THANK YOU.