Seb Sa · EURONEXT:SK
Seb Sa — Groupe SEB — Investor Presentation (June 2026)
61 slides from Seb Sa's investor presentation, June 2026
Slide 1: Groupe SEB Presentation
GROUPE SEB PRESENTATION – JUNE 2026 Groupe SEB Presentation June 2026
Slide 2: June 2026 agenda
GROUPE SEB PRESENTATION – JUNE2026 JUNE 2026 01 Group overview 02 Rebound Plan 03 Innovation and activation 04 ESG Ambition 05 Financial results and outlook 06 Appendices 2
Slide 3: Group overview
GROUPE SEB PRESENTATION – JUNE 2026 Group overview 3
Slide 4: Our mission
GROUPE SEB PRESENTATION – JUNE 2026 Our mission “Make consumers’ everyday lives easier and more enjoyable and contribute to better living all around the world” 4
Slide 5: Who we are
GROUPE SEB PRESENTATION – JUNE 2026 Who we are Worldwide leadership in Small Domestic Equipment and Professional Coffee Machines In 2025 Over 10 years €7.2bn €8.2bn Consumer business ~6% Revenue Sales CAGR €1bn Professional business €601m 7.4% + €4bn Operating Result Operating FCF From Activity marg
Slide 6: Who we are
GROUPE SEB PRESENTATION – JUNE 2026 Who we are Presence in more than 150 countries > 400m A life-centric innovation Products sold per year ~3,000 ~ 500 dedicated employees patents filed in 2025 > 32,000 Employees worldwide Net zero trajectory approved by SBTi 47 Industrial sites (o/w 29 in Europe) 6
Slide 7: Groupe SEB's ambitions
GROUPE SEB PRESENTATION – JUNE 2026 Groupe SEB’s ambitions CONSUMER MARKET PROFESSIONAL MARKET STRENGTHEN BECOME OUR A GLOBAL REFERENCE LEADERSHIP PLAYER 7
Slide 8: Our key success factors
GROUPE SEB PRESENTATION – JUNE 2026 Our key success factors A broad and diversified global presence thatbolsters the Group’s resilienceand growth Strong and More than 150 countries Continuous complementary innovation: brands thatensurethe a fundamentally Group’s leadership life-centric approach posi
Slide 9: Leadership positions and strong brands
GROUPE SEB PRESENTATION – JUNE 2026 Our key success factors Leadership positions and strong brands World-leading positions Strong brands 80% of Consumer sales in 2025 of 2025 sales in 75% markets where the Group is a leader* No. 1 Professional automatic coffee machines No. 1 No. 2 No. 1 No. 1 Electr
Slide 10: A "multi" model in Consumer and Professional
GROUPE SEB PRESENTATION – JUNE 2026 Our key success factors A "multi" model in Consumer and Professional Global presence Extensive product offering Other Asian countries Professional 7% 12% Cookware and kitchen Western Europe China utensils 36% 26% 30% Home care and Consumer sales personal care Grou
Slide 11: Groupe SEB's consumer market
GROUPE SEB PRESENTATION – JUNE 2026 Groupe SEB’s consumer market CONSUMER MARKET Market estimated at €85bn Key features of the market Development of multi-equipment and uptrading Vacuum cleaner example > Structural growth (>3% per year) driven by various factors ▪ New local lifestyle and consumer ha
Slide 12: Large presence in many market segments
GROUPE SEB PRESENTATION – JUNE 2026 Large presence in many market segments Cookware Kitchen Electrics COOKWARE ELECTRICAL COOKING BEVERAGES FOOD PREPARATION AND KITCHEN UTENSILS Home & Personnal Care LINEN CARE FLOOR CARE HOME CONFORT PERSONAL CARE 12
Slide 13: Groupe SEB's professional market
GROUPE SEB PRESENTATION – JUNE 2026 Groupe SEB’s professional market PROFESSIONAL MARKET Market estimated at €15bn Key features of the market Use of coffee as an ingredient in hot or cold drinks > Sustained growth (5-10% per year) driven by: ▪ Development of out-of-home consumption, Italy Germany US
Slide 14: Focus on beverage and culinary professional equipment
GROUPE SEB PRESENTATION – JUNE 2026 Focus on beverage and culinary professional equipment BEVERAGE CULINARY TRADITIONAL AND FULL AUTO COLD BEVERAGE COOKWARE FOOD PREPARATION COOKING FILTER COFFEE COFFEE MACHINES AND TABLEWARE MAKERS 14
Slide 15: Leadership in professional coffee and extended product range
GROUPE SEB PRESENTATION – JUNE 2026 Leadership in professional coffee and extended product range 2016 2019 2022 2023 Full auto coffee machines Traditional and BEVERAGES filter coffee makers Cold beverages World leader Geographic expansion and extension of our Professional Beverages offering in full
Slide 16: Strategic expansion in professional culinary
GROUPE SEB PRESENTATION – JUNE 2026 Strategic expansion in professional culinary Before 2017 2019 2023 2024 2025 Cookware and Présence historique tableware indirecte PROFESSIONAL AND SEMI- Food preparation PROFESSIONAL CULINARY Cooking 16
Slide 17: Rebound Plan
GROUPE SEB PRESENTATION – JUNE 2026 Rebound Plan 17
Slide 18: Acceleration in the transformation of our environment
GROUPE SEB PRESENTATION – JUNE 2026 Acceleration in the transformation of our environment Transforming Acceleration of Shift in the Rising importance brand-consumer innovation Go-to-Market of sustainability relationships Launch cadence Social media E-commerce Repairability and product lifespan Produ
Slide 19: Rebound plan: Return to our profitable growth trajectory
GROUPE SEB PRESENTATION – JUNE 2026 Rebound plan Return to our profitable growth trajectory Reinventing our Restoring our Strengthening our growth model profitability stakeholder engagement Act as a leader in innovation by Simplify our organization and Nourish connection and involvement developing n
Slide 20: Rebound plan: Product Development & Innovation
GROUPE SEB PRESENTATION – JUNE 2026 Rebound plan Product Development & Innovation o Accelerate innovation in high- potential areas Key KPI examples o New categories; new uses; new Faster launches & more consumers (Gen Z) impactful innovations o Accelerating innovation: -1/3 o Product co-development:
Slide 21: Rebound plan: Digital Marketing & E-commerce
GROUPE SEB PRESENTATION – JUNE 2026 Rebound plan Digital Marketing & E-commerce o Focus efforts on social media and Key KPI examples influencers o Accelerate the production of Systematize new digital o Social media: investments x3 (by targeted content through AI marketing practices 2027–28) o Guide
Slide 22: Group-wide levers: AI, data and simplification
GROUPE SEB PRESENTATION – JUNE 2026 Rebound plan Group-wide levers: AI, data and simplification o Focus on data and generalize use of AI Key KPI examples o Simplify product ranges Reduce complexity to gain operational agility o Simplify organization and processes o Reduce SKUs by 25% to 30% o Reduce
Slide 23: €200m in recurring annual savings by 2027
GROUPE SEB PRESENTATION – JUNE 2026 Rebound plan €200m in recurring annual savings by 2027 c. €200m > Target of €200m in recurring annual savings, at run-rate by end of 2027 > 3 cost-saving areas: Organizations ▪ indirect purchases ▪ industrial efficiency ▪ overheads > Impacting up to 2,100 position
Slide 24: Medium-term ambition confirmed
GROUPE SEB PRESENTATION – JUNE 2026 Medium-term ambition confirmed Medium-term ambition confirmed and supported by our strategic model and Rebound plan implementation Return to our historical trajectory, targeting: > 5% annual organic sales growth > and an operating margin of 10%, then progressing t
Slide 25: Innovation and activation
GROUPE SEB PRESENTATION – JUNE 2026 Innovation and activation 25
Slide 26: €2.5bn in sales from products launched since 2023
GROUPE SEB PRESENTATION – JUNE 2026 GROUPE SEB PRESENTATION – JUNE 2026 XXX In 2025 €2.5bn in sales generated by products launched since 2023 20/05/2025 26
Slide 27: Consumer: success of 2025 launches in EMEA
GROUPE SEB PRESENTATION – JUNE 2026 Consumer: success of 2025 launches in EMEA New categories and new uses New categories New uses Washers Spot cleaners Garment steamers €100m in sales in €90m in sales year 1 Double-digit growth €25m in sales in year 1 Position #2 in year 1 Position #2 in year 1 Str
Slide 28: Relaunch of a core category with Cookeo Infinity
GROUPE SEB PRESENTATION – JUNE 2026 Consumer: success of 2025 launches in EMEA Relaunch of a core category with Cookeo Infinity 2012–2024 Q4-2025 Success of the Cookeo series Relaunch of the category Cookeo Infinity 5m products sold Cookeo sell-out up 10% in Q4-25 vs -20% in 9M-25 Source : independe
Slide 29: Cookware: multi-material/coating leadership
GROUPE SEB PRESENTATION – JUNE 2026 Consumer: success of 2025 launches in EMEA Cookware: multi-material/coating leadership Organic sales growth >10% in 2025 Leader in PTFE, ceramic and stainless steel 29
Slide 30: Promising new innovations
GROUPE SEB PRESENTATION – JUNE 2026 Consumer: intensification of roll-outs in 2026 Promising new innovations Titanium Wok Cookeo X-Clean Aerosteam Pizza Pronto Coffee Crush Supor Infinity 30
Slide 31: Launch of the new Professional Coffee hub in China
GROUPE SEB PRESENTATION – JUNE 2026 GROUPE SEB PRESENTATION – JUNE 2026 Professional Launch of the new Professional Coffee hub in China R&D center, purchasing and production facility Key milestone in the strategic development of Professional beverages 31
Slide 32: 1st models designed and manufactured in Shaoxing
GROUPE SEB PRESENTATION – JUNE 2026 GROUPE SEB PRESENTATION – JUNE 2026 1st models designed and manufactured in Shaoxing WMF Elevation 10 WMF Peak 50 50 cups a day 80 cups a day Significant expansion of our capabilities in the Small businesses & Offices segment September 2025 32
Slide 33: A reimagined activation: Coffee Crush
GROUPE SEB PRESENTATION – JUNE 2026 Consumer A reimagined activation: Coffee Crush “All the taste, less space” Tease > Pre-launch phase: 2 months > Co-creation of content with influencers – Crush Crew Reveal & Amplify > Launch evening in France at end March 2026: 75 influencers with a reach > 20M >
Slide 34: A reimagined activation: SEB Fashion Domestic Show
GROUPE SEB PRESENTATION – JUNE 2026 Consumer A reimagined activation: SEB Fashion Domestic Show INFLUENCE COLLECTIONS DIGITAL SHOW & & & CONTENT IMMERSION STAGING Paris, April 2, 2026 34
Slide 35: Supor: at the forefront of shifts in e-commerce
GROUPE SEB PRESENTATION – JUNE 2026 Consumer Supor: at the forefront of shifts in e-commerce Social commerce Instant retail Very rapid growth in China Development already initiated by Supor > 25% of Supor’s online sales > Channel growing strongly in 2025 > Leadership in China, notably on > Supor #1
Slide 36: ESG Ambition
GROUPE SEB PRESENTATION – JUNE 2026 ESG Ambition 36
Slide 37: Recognized and improving ESG performance
GROUPE SEB PRESENTATION – JUNE 2026 Recognized and improving ESG performance Impr International ESG standards Extra-financial rating agencies ovin g ESG perfo rman ce Climate change82/100 Gold 51/100 Low risk A 70/100 A- Top 5% 18.3 B- Prime Water (2024) A- NEW 37
Slide 38: ESG ambition by 2030
GROUPE SEB PRESENTATION – JUNE 2026 ESG ambition by 2030 ESG at the heart of the Makeconsumers’ everyday lives easier andmoreenjoyable and Group’s strategy contributetobetter living around the world 2024 Act for Nature Actas aleaderin the Circular Economy Act for All – Eco-design Employees Climate S
Slide 39: Key ESG KPIs for the 2030 roadmap
GROUPE SEB PRESENTATION – JUNE 2026 Key ESG KPIs for the 2030 roadmap 2030 TARGET Scopes 1 & 2 – Greenhouse gases direct emission STI LTI -42% (vs 2021) ACT FOR NATURE Scope 3* - Greenhouse gases indirect emission -25% (vs 2021) Water consumption reduction -25% (vs 2021) SDA products repairable (% o
Slide 40: Key ESG KPIs for 2030 roadmap
GROUPE SEB PRESENTATION – JUNE 2026 Key ESG KPIs for 2030 roadmap ACT FOR ALL 2030 TARGET Responsible purchasing charter (% of suppliers covered) 100% SUPPLIERS Supplier commitment to an ESG program (representing 80% of the carbon footprint) 500 Quality management CONSUMERS (% of entities with ISO 9
Slide 41: 2025: Operational progress in our plants
GROUPE SEB PRESENTATION – JUNE 2026 2025 : Operational progress in our plants 42% GHG reduction by 2030 Occupational safety and health Scopes 1 and 2 (CO2 eq.) (workplace accidents, LTIR) 1.1 0.81 0.76 Reference year <0.5 -18% -23% -42% 2021 2024 2025 2030 2021 2024 2025 2030 target target Eco-produ
Slide 42: 2025: Eco-design levers to support decarbonization
GROUPE SEB PRESENTATION – JUNE 2026 2025 : Eco-design levers to support decarbonization 25% reduction in indirect GHG emissions by 2030 Scopes 3.1, 3.4 and 3.11 (CO2 eq.) Reference year -7% -9% -25% 2021 2024 2025 2030 target Recycled materials Energy efficiency > 52% recycled materials in our produ
Slide 43: Financial results and outlook
GROUPE SEB PRESENTATION – JUNE 2026 Financial results and outlook 43
Slide 44: 2025 financial results
GROUPE SEB PRESENTATION – JUNE 2026 .1 2025 financial results 44
Slide 45: Result down in 2025: Launch of the Rebound plan
GROUPE SEB PRESENTATION – JUNE 2026 Result down in 2025 Launch of the Rebound plan > Slight organic sales growth > Result down in 2025: ▪ Sales growth across many categories ▪ Dynamic e-commerce and DTC ▪ But significant cyclical headwinds ▪ And acceleration in the transformation of the environment
Slide 46: Key figures 2025
GROUPE SEB PRESENTATION – JUNE 2026 Key figures 2025 Sales ORfA Operating margin €8,169m €601m 7.4% €8,266m in 2024 €802m in 2024 vs 9.7% in 2024 +0.3% LFL -€201m vs 2024 Net profit, Group share Net financial debt Dividend €245m €2,342m €2.80 €232m in 2024* +€226m vs end-2024** Stable vs. 2024 * Inc
Slide 47: ORfA down in 2025
GROUPE SEB PRESENTATION – JUNE 2026 ORfA down in 2025 2025 Q4 Operating Result from Activity (ORfA) €601m €334m -25.0% vs 2024 -6.7% vs 2024 Operating margin 7.4% 13.3% -230 bps vs 2024 -80 bps vs 2024 47
Slide 48: Cyclical headwinds fading in Q4
GROUPE SEB PRESENTATION – JUNE 2026 Cyclical headwinds fading in Q4 In €m Cyclical headwinds Other effects c. -€120m (growth, Opex) 802 c. -40 c. -40 c. -40 c. -80 601 FY North America Currencies Professional 358 c. -2 c. +5 c. 0 c. -30 334 Q4 48
Slide 49: Robust financial structure
GROUPE SEB PRESENTATION – JUNE 2026 Robust financial structure Key figures 2025 Net financial debt > Financial leverage ratio at 2.7x (2.5x excluding FCA fine) €2,342m > Financial flexibility and extension of €2,152m excluding FCA fine average debt maturity ▪ New €500m bond issue with a 5-year matur
Slide 50: Q1 financial results and 2026 outlook
GROUPE SEB PRESENTATION – JUNE 2026 .2 Q1 financial results and 2026 outlook 50
Slide 51: Q1 2026 key figures
GROUPE SEB PRESENTATION – JUNE 2026 Q1 2026 key figures Sales €1,885m +2.7% LFL vs Q1-25 ORfA €72m +42% vs Q1-25 Operating margin 3.8% +1.2 pt vs Q1-25 51
Slide 52: Sales and ORfA up in Q1
GROUPE SEB PRESENTATION – JUNE 2026 Sales and ORfA up in Q1 > Q1 revenue up 2.7% organically > Macroeconomic and geopolitical environment remaining uncertain and deteriorated > Growth across all businesses and regions > ORfA up 42% to €72m > Operational roll-out of the Rebound plan in line with the
Slide 53: Q1 2026 sales: Growth across all businesses and regions
GROUPE SEB PRESENTATION – JUNE 2026 Q1 2026 sales Growth across all businesses and regions Consumer +2.9% PROFESSIONAL EMEA ASIA AMERICAS +1.1% +2.5% +2.2% +6.7% 53
Slide 54: 2026 outlook
GROUPE SEB PRESENTATION – JUNE 2026 2026 outlook Uncertain and deteriorated macroeconomic and geopolitical environment Confirmation of ORfA growth in 2026, together with a more normative free cash flow generation Lower financial leverage in 2026, with the objective of returning to the Group's standa
Slide 55: Appendices
GROUPE SEB PRESENTATION – JUNE 2026 Appendices 55
Slide 56: Stable shareholder base, sustaining long-term vision
GROUPE SEB PRESENTATION – JUNE 2026 Stable shareholder base, sustaining long-term vision Share capital breakdown at 31/12/2025 Breakdown of voting rights at 31/12/2025 *Founder group shareholders continuing the initial concerted voting block (Agreement of 27/02/2019) including VENELLE INVESTISSEMENT
Slide 57: Diversified financing resources and debt maturity profile
GROUPE SEB PRESENTATION – JUNE 2026 Strong diversification of financing resources and well-balanced debt maturity profile In €m No financial covenant €67m 2% on each financing €210m 1968 €723m 7% 24% €500m 17% €418m 14% €1,048m 35% 1485 1080 212 NEU CP Neu MTN Schuldschein 145 676 Eurobond 12 years
Slide 58: A long standing ESG commitment
GROUPE SEB PRESENTATION – JUNE 2026 A long standing ESG commitment 58
Slide 59: Glossary
GROUPE SEB PRESENTATION – JUNE 2026 Glossary At constant exchange rates and consolidation scope (LFL) – Organic Loyalty program (LP) The amounts and growth rates at constant (or organic) exchange rates and These programs, led by the distribution retailers, consist in promotional offers in a consolid
Slide 60: Key Dates - 2026
GROUPE SEB PRESENTATION – JUNE 2026 Agenda Key Dates - 2026 22 July | after market closes First-half 2026 Sales and results 22 October | after market closes Nine-month 2026 Sales and financial data 60
Slide 61: Contacts
GROUPE SEB PRESENTATION – JUNE 2026 Contacts Investor/Analyst Relations Media Relations Groupe SEB Groupe SEB Image Sept Financial Communication and IR Dept Corporate Communication Department Caroline Simon Isabelle Dunoyer de Segonzac Raphaël Hoffstetter Guillaume Baron Cathy Pianon Clémence Vermer