Beiersdorf Ag · XETR:BEI
Beiersdorf — Q3 2026 Earnings Presentation
24 slides from Beiersdorf's earnings presentation, Oct 27, 2026
Slide 1: Q3 2026 Results
Slide 2: Continues luxury and derma trajectory
SNTINUES LUXURY A RAJECTORY CONSE
Slide 3: Derma & Luxury accelerating, NIVEA turnaround in progress
ome DERMA & LUXURY ACCELERATI NIVEA TURNAROUND IN PROGRESS CONSUMER GROUP 20.7% -1.3% Q3 2026 | | NIVEA. DERMA HEALTH CARE LA PRAIRIE -4.9% +10.6% +5.7% +8.5% wives Eucerin’ LA PRAIRIE Aquaphor oS)
Slide 4: Derma & Luxury accelerating, NIVEA turnaround in progress
ome DERMA & LUXURY ACCELERATI NIVEA TURNAROUND IN PROGRESS CONSUMER EXCL. RUSSIA + 0.6% CONSUMER GROUP. 20.7% -1.3% Q3 2026 | | NIVEA. DERMA HEALTH CARE LA PRAIRIE -4.9% +10.6% +5.7% +8.5% wives Eucerin’ LA PRAIRIE Aquaphor =
Slide 5: Derma success continues
DERMA SUCCESS CONTINUES DOUBLE DIGIT GROWTH IN Q3 organic sales growth
Slide 6: Derma success continues across regions
DERMA SUCCESS CONTINUES ACROSS REGIONS AMERICAS EUROPE AAA +8 % +8 % +25% Q3 2026 organic sales growth
Slide 7: White space expansion: Aquaphor body launch
WHITE SPACE EXPANSION AQUAPHOR BODY LAUNCH AQUAPHOR Q3 2026 organic sales growth
Slide 8: Next level acne innovation: Eucerin Probiom8
NEXT LEVEL ACNE INNOVATION LAUNCH OF EUCERIN PROBIOM8
Slide 9: La Prairie accelerating in the third quarter
WY LAPRAIRIE Beiersdorf LA PRAIRIE ACCELERATING _ IN THE THIRD QUARTER Mn
Slide 10: China momentum continues
CHINA MOMENTUM CONTINUES DRIVES GROWTH WHIT E CAVIAR Ez ae Q3 2026 organic sales growth China +28% YTD 2026 © +9% Beiersdorf
Slide 11: La Prairie Swiss Pristine
Y LAPRAIRIE Beiersdorf SWISS PRISTINE OFF TOA SOXOIP START
Slide 12: NIVEA organic sales growth incl. Labello
organic sales growth, NIVEA incl. Labello
Slide 13: H2 continues YTD
~ Beiersdorf CONTINUES YTD
Slide 14: Reignite growth through innovation across all categories
REIGNITE GROWTH THROUGH INNOVATION ACROSS ALL CATEGORIES FOCUS ON ACCESSIBILITY AND PENETRATION FULLY LEVERAGE NIVEA’S LOCAL RELEVANCE STEP UP HIGH-IMPACT CONSUMER-FACING INVESTMENTS
Slide 15: NIVEA
NIVEA FAC F+ INE Beiersdorf
Slide 16: NIVEA local relevance
NIVEA LOCAL RELEVANCE SHOW ER & D) EO IN EUROP Caramel Fudge Beiersdorf Dark Chocolate Cookie
Slide 17: Accelerate penetration: Soft Gel in India
Slide 18: Tour de France 5-year partnership
Slide 19: tesa impacted by semiconductor shortage
TESA IMPACTED BY SEMICONDUCTOR SHORTAGE Q3 2026 - 4.3% YTD 2026 - 2.1%
Slide 20: tesa electronics and automotive
ELECTRONICS SEMICONDUCTOR SHORTAGE Q3 2026 EXCL. ELECTRONICS +2.4% YTD 2026 EXCL. ELECTRONICS AUTOMOTIVE OUTPERFORMING MARKET TRENDS + 1.9% CONSUMER Organic sales growth RECOVERY IN EUROPE
Slide 21: Q3 and 9M 2026 net sales
Q3 2026 9M 2026 (IN € MILLION) 2025 2026 NOMINAL ORGANIC 2025 2026 NOMINAL ORGANIC CONSUMER 1,920 1,940 +1.0% -0.7% 6,251 6,052 -3.2% -2.9% TESA 432 422 -2.0% -4.3% 1,289 1,262 -2.1% -2.1% GROUP 2,352 2,362 +0.4% -1.3% 7,540 7,314 -3.0% -2.8%
Slide 22: Consumer net sales by region
Beiersdorf me CONSUMER NET SALES BY REGION | + AFRICA, ASIA . 4 & AUSTRALIA Na OR air +2.3% 552
Slide 23: Guidance 2026
GUIDANCE 2026 CONSUMER 2025 data for reference: Consumer EBIT margin* 13.6% Low-single digit organic net sales decline tesa EBIT margin* 16.1% Group EBIT margin* 14.0% EBIT margin* of at least 11.0% TESA Net sales flat to slightly growing organically EBIT margin* slightly below previous year GROUP L
Slide 24: Thank you