Syensqo Sa/nv · EURONEXT:SYENS
Syensqo Sa/nv — Q3 2025 Earnings Presentation
15 slides from Syensqo Sa/nv's earnings presentation, Nov 6, 2025
Slide 1: Third Quarter 2025 Results
THIRD QUARTER 2025 RESULTS DR. ILHAM KADRI CHRISTOPHER DAVIS NOVEMBER 6, 2025 CHIEF EXECUTIVE OFFICER CHIEF FINANCIAL OFFICER
Slide 2: Highlights
■ Resilient margin and strong free cash flow in a challenging macro environment ■ Sequential EBITDA margin improvement driven by strong value proposition and disciplined execution ■ Slower volume recovery expected for the remainder of the year HIGHLIGHTS ■ Full-year outlook adjusted, broadly aligned
Slide 3: Divestment of Oil & Gas to SNF Group
DIVESTMENT OF OIL & GAS TO SNF GROUP ENTERPRISE VALUE 135mn € EBITDA MULTIPLE (LTM) ~7x TRANSACTION EXPECTED TO CLOSE IN Q1’26 Advancing our specialty pure play strategy
Slide 4: Third Quarter 2025 Highlights
THIRD QUARTER 2025 -1% YoY volumes HIGHLIGHTS NET SALES 1.52 € bn -1% YoY pricing Resilient margin performance in challenging demand environment 40 bps QoQ EBITDA margin expansion, driven by GROSS PROFIT 484 € mn 31.9% margin Materials & cost discipline EBITDA margin >23%, excluding non-core busines
Slide 5: Third Quarter Segment Highlights
THIRD MATERIALS PERFORMANCE & CARE QUARTER ■ High single digit YoY net sales[1] growth in civil aerospace ■ 2% YoY net sales growth, led by 10% growth in 2025 ■ 1% YoY net sales growth in space Technology Solutions SEGMENT & defence ■ Novecare led by growth & share gains in agro 4% YoY volume growth
Slide 6: Updated 2025 Outlook
UPDATED 2025 OUTLOOK PRIOR EXTERNAL MITIGATING UPDATED OUTLOOK FACTORS ACTIONS OUTLOOK ■ Demand weakness Focus on “controllables” and macro uncertainty EBITDA[1] ~€ 1.3bn ■ Slower H2 recovery ■ Accelerating restructuring & delayering EBITDA[1] ~€ 1.25bn in electronics ■ Deliver cost savings ■ Extend
Slide 7: Customer Recognition
CUSTOMER RECOGNITION Syensqo wins the 2025 Bosch Global Supplier Award 7
Slide 8: Syensqo.Ai Lab
SYENSQO.Ai LAB Syensqo and University Mohammed VI Polytechnic (UM6P) open a new AI lab 8
Slide 9: Third Quarter Highlights
Advanced Non-fluorosurfactant Comprehensive busbar medical-grade perfluoroelastomer solutions portfolio polymers portfolio expansion THIRD New Solef® PVDF and Amodel® PPA grades for Syensqo offers customers a complete, one-stop portfolio Market’s first FFKM perfluoroelastomer made QUARTER advanced h
Slide 10: Sustainability Leader in Global CDP Rankings
SUSTAINABILITY LEADER IN GLOBAL CDP RANKINGS Syensqo recognized among the top companies worldwide for transparency and climate action 10
Slide 11: Nobel Laureates in Chemistry
NOBEL LAUREATES IN CHEMISTRY Ernest Solvay Prize laureates Dr. Kitagawa and Dr. Yaghi recognized for transforming materials science with world’s highest scientific honor 11
Slide 12: Thank You
THANK YOU Mike Radossich to become CEO on January 1, 2026
Slide 13: Q&A
Q&A 13
Slide 14: Media Relations
MEDIA RELATIONS Perrine Marchal +32 478 32 62 72 Laetitia Schreiber +32 487 74 38 07 media.relations@syensqo.com 14
Slide 15: Thank You
THANK YOU 15