Syensqo Sa/nv · EURONEXT:SYENS
Syensqo Sa/nv — Q1 2025 Earnings Presentation
12 slides from Syensqo Sa/nv's earnings presentation, May 15, 2025
Slide 1: First Quarter 2025 Results
FIRST QUARTER 2025 RESULTS DR. ILHAM KADRI CHRISTOPHER DAVIS MAY 15, 2025 CHIEF EXECUTIVE OFFICER CHIEF FINANCIAL OFFICER
Slide 2: Born to Thrive
Slide 3: Updated Segment Reporting
UPDATED SEGMENT REPORTING Materials 74% Aligned with pure play speciality strategy & attractive growth markets FOUR GLOBAL BUSINESS UNITS MATERIALS PERFORMANCE & CARE Specialty Composite Technology 2024 Novecare EBITDA[1,2] Polymers Materials Solutions Performance & Care 26% € 2.6 bn € 1.2 bn € 1.4
Slide 4: Highlights
DELIVERED ON PROMISE ACCELERATING REFORMS IN TOUGH TIMES HIGHLIGHTS TARIFFS MITIGATION OUTLOOK UNCHANGED 4
Slide 5: First Quarter 2025 Highlights
FIRST QUARTER 2025 1.62bn NET -1% volumes € HIGHLIGHTS SALES 0% pricing Double digit growth in Composite Materials & Technology Solutions GROSS PROFIT 514mn € 31.7% margin 160 bps QoQ gross margin expansion driven by both Materials and Performance & Care 5% QoQ EBITDA growth, supported by higher pri
Slide 6: First Quarter 2025 Segment Highlights
FIRST MATERIALS PERFORMANCE & CARE QUARTER ■ 10% YoY net sales growth in ■ 8% YoY net sales growth Composite Materials 2025 ■ Strong growth in both civil ■ Double digit YoY growth in Technology Solutions, SEGMENT and space & defense applications supported by share gains in mining HIGHLIGHTS ■ As exp
Slide 7: 2025 Outlook Unchanged
2025 OUTLOOK UNCHANGED SYENSQO OUTLOOK EXTERNAL FACTORS SYENSQO ACTIONS Excluding potential tariff impact & foreign exchange rates ■ Ongoing macro & end ■ Global footprint & demand uncertainty mitigation actions; limited EBITDA[1] direct cost impact at least € 1.4 billion ■ Direct impact expected[3]
Slide 8: First Quarter Highlights
Multi-year contract Sinopec Tecnoflon® FFKM battery materials FIRST Multi-year contracts Partnership to drive innovation in sustainable Launch of market-first non-fluorosurfactant QUARTER valued at more than €150 million for Solef® high-value materials perfluoroelastomes HIGHLIGHTS PVDF Naternal™ Ca
Slide 9: 10 Years Sustainable Guar Initiative
10 YEARS SUSTAINABLE GUAR INITIATIVE Championing sustainable sourcing for the beauty industry, empowering smallholder farmers and transforming the guar value chain in India 9
Slide 10: Q&A
Q&A 10
Slide 11: Media Relations
MEDIA IMPORTANT DATES July 31, 2025: Q2 2025 results RELATIONS ■ ■ Nov 6, 2025: Q3 2025 results Perrine Marchal +32 478 32 62 72 Laetitia Schreiber +32 487 74 38 07 media.relations@syensqo.com 11
Slide 12: Thank You
THANK YOU 12