Slide 1: Investor call HY 2026
Investor call HY 2026 28 July 2026
Slide 2: Important notice
Important notice Disclaimer This confidential presentation (the "Presentation") has been prepared and is issued by and is the sole responsibility of ACOMO N.V. and includes the slides that follow, the oral presentation of the slides, any question-and-answer session that follows the oral presentation
Slide 3: Agenda
Agenda Topic Speaker Business update Allard Goldschmeding - CEO Financial Review Mirjam van Thiel - CFO Outlook Allard Goldschmeding - CEO Q&A CEO & CFO 3 | Investor call HY2026 |
Slide 4: Business Update
Business Update 4 | Investor call HY2026 |
Slide 5: Highlights H1 2026
Highlights H1 2026 H1 2026 posted robust results and important strategic progress • Second best H1 results in history of the company despite FX headwinds • Continued robust performance in Spices and Nuts • North American Edible Seeds business recovers • Organic cocoa business continues its strong pe
Slide 6: H1 2026 results compare strongly to previous years
H1 2026 results compare strongly to previous years Half year adjusted EBITDA Second best H1 in the history of the Group 72 68 • Since 2023 there has been substantial price volatility in some 61 commodities driving differences in EBITDA generation 51 50 54 54 50 50 between H1 and H2, including 2025 4
Slide 7: Spotlight – Catz International China office
Spotlight – Catz International China office Enhancing and strengthening access to, and knowledge of, a key market • Strengthening the service provided to customers closer to origin and reinforces the ability to manage supply chains proactively and reliably • Dedicated team in China, enhances quality
Slide 8: Spotlight – Citromil
Spotlight – Citromil Acquisition of a leading Spanish organic citrus producer • Further strengthens the Organic Ingredients segment; integrated into Tradin Organic • Adds citrus juices, concentrates and essential oils to the value-added portfolio • Insources production capacity and offers opportunit
Slide 9: Spotlight – Cublend
Spotlight – Cublend Accelerating growth in value-adding Food Solutions segment • Significantly expands Food Solutions segment by adding expertise in flavor systems, functional ingredient and customized powder blends • Strategic partner to food manufacturers, enabling customers to accelerate product
Slide 10: Sustainability
Sustainability Highlights & Initiatives • Climate: Delinuts advancing its SBTi roadmap through Scope 3 hotspot analysis and supplier engagement • Nature & Biodiversity: Tradin Organic launched agroforestry workshops in Peru to strengthen farmer and crop resilience • Own workforce: Group-wide learnin
Slide 11: Financial Review
Financial Review 11 | Investor call HY2026 |
Slide 12: 2026 H1 key financials
2026 H1 key financials Solid H1 performance and continued margin delivery 8% Sales 2% per segment Adjusted numbers 1 % Change 39% H1 2026 H1 2025 % Change (€ millions) (constant ccy) 36% Sales 710.7 758.4 (6.3%) (3.2%) Gross Profit 116.9 122.7 (4.7%) (1.7%) 16% GP % of sales 16.4% 16.2% General and
Slide 13: Spices and Nuts
Spices and Nuts Growth momentum continues with margin gradually normalizing • Sales +4% at constant currency • Market prices in key categories remain elevated and generally stable • Solid performance despite ongoing supply chain disruption and Sales Adjusted EBITDA geopolitical uncertainty (€ millio
Slide 14: Edible Seeds
Edible Seeds Continuation of recovery following the actions taken last year • Strong margin recovery US business, resulting in adjusted EBITDA +22% at constant currency • Sunbutter® production resumed by the end of January, with Sales Adjusted EBITDA (€ million) (€ million) inventory replenishment c
Slide 15: Organic Ingredients
Organic Ingredients Lower sales offset by margin improvement • Global trend of consumer momentum for organic continues • Commercial momentum in the Fruits business • Acquisition of Citromil in Spain will strengthen position in Europe Sales Adjusted EBITDA (€ million) (€ million) • In the US, investm
Slide 16: Tea
Tea Adapting the business model to a challenging global environment • Sales growth of +9% at constant currency • Ongoing geopolitical disruptions, fragmented customer base and elevated supply levels Sales Adjusted EBITDA (€ million) (€ million) • Implementation new model to enhance collaboration acr
Slide 17: Food Solutions
Food Solutions Continued margin expansion • Stable sales performance • Entrepreneurial R&D mindset remains a key driver of customer focus • The new plant drives value creation, supporting both growth and Sales Adjusted EBITDA (€ million) (€ million) operational efficiency +0% +9% 13 13 4 • Continued
Slide 18: Cash flow development
Cash flow development Operational cash flow of €56M, investments made to fuel future growth • Net cash from Operations €56 million (€ million) - Lower inventory partly offset by higher +€85mln receivables versus LY 56 • Investments includes investment in Juice processing -11 in the US, general Capex
Slide 19: Outlook
Outlook Outlook 19 | Investor call HY2026 |
Slide 20: Looking ahead
Looking ahead • Long-term positive trends toward plant-based diets continue • Geopolitical developments and super El Niño can impact supply chains and cost base • Cocoa price levels remain at elevated levels and still volatile • Edible Seeds US on track with improvement program • Tea will be impacte
Slide 21: Q&A
Q&A
Slide 22: Slide 22