Raisio Plc Class K · OMXHEX:RAIKV
Raisio Plc Class K — Q3 2025 Earnings Presentation
17 slides from Raisio Plc Class K's earnings presentation, Nov 11, 2025
Slide 1: Strong improvement in profitability
Strong improvement in profitability Raisio’s Interim Report Q3/2025 CEO Pasi Flinkman & CFO Mika Saarinen Raisio plc, 11 November 2025
Slide 2: Raisio Group's net sales and EBIT Q3/2025
Raisio Group's net sales and EBIT Q3/2025 NET SALES COMPARABLE EBIT AND EARNINGS CONTINUED TO DEVELOP COMPARABLE EBITDA STRONGLY IN THE THIRD QUARTER M€ -4.2% M€ +22.0% • In Finland and the UK, the main markets for Raisio’s consumer products, net sales developed positively. The Elovena® brand contin
Slide 3: Raisio Group's net sales and EBIT January–September 2025
Raisio Group's net sales and EBIT January–September 2025 NET SALES COMPARABLE EBIT AND JANUARY–SEPTEMBER NET SALES COMPARABLE EBITDA SLIGHTLY BELOW COMPARISON PERIOD, M€ -1.7% M€ +15.7% EBIT IMPROVED SIGNIFICANTLY • Raisio’s consumer products performed well in 172.0 169.0 +24.4% 29.7 the main market
Slide 4: Return on invested capital continued to improve, raw material stock levels increased
Return on invested capital continued to improve, raw material stock levels increased 1–9/2025 1–9/2024 • Cash flow was reduced by Cash flow, M€ 23.7 32.1 the restocking of several main grains from the quite Investments, M€ 6.4 5.7 low stock levels in the Equity ratio, % 78.6 79.6 comparison period.
Slide 5: Raisio's outlook 2025 and profit distribution
RAISIO’S OUTLOOK 2025 Raisio projects the comparable EBIT for continuing operations for the financial year 2025 to increase compared to 2024. RAISIO'S PROFIT DISTRIBUTION 2024 The AGM on 15 April 2025 decided to pay a dividend of EUR 0.14 per share in accordance with the Board’s proposal. Of the div
Slide 6: Reportable segments as of June 2025
Reportable segments as of 2 June 2025 RAISIO GROUP Brands & Industrial Other Operations New Breakfast, Snacking Group Heart Health Business & Food Solutions Development Services Raisio’s current consumer and B2B business, with Operations focused on new Europe as the main market. business development
Slide 7: Brands & Industrial
OVERVIEW BY SEGMENT Brands & Industrial 11 November 2025 Raisio’s Interim Report January–September 2025 7
Slide 8: Brands & Industrial segment
Brands & Industrial segment • Raisio’s current consumer and B2B business, with Europe as the main market. BREAKFAST, SNACKING & FOOD SOLUTIONS, HEART HEALTH, NET SALES Q3/2025 NET SALES Q3/2025 €27.8 €28.1 million million Finland, B2C UK, B2C Food Solutions Finland, B2C Other Ireland, B2C Other 11 N
Slide 9: Brands & Industrial segment net sales and EBIT Q3/2025
Brands & Industrial segment net sales and EBIT Q3/2025 NET SALES COMPARABLE EBIT EBIT INCREASED SIGNIFICANTLY, DECREASE IN NET SALES DUE TO DECLINE M€ IN MILL BUSINESS VOLUME M€ -2.3% +12.8% • In the Breakfast, Snacking & Food 60 57.2 55.9 10 9.3 Solutions unit, sales of consumer products 8.3 in Fin
Slide 10: Breakfast, Snacking & Food Solutions Q3/2025
Breakfast, Snacking & Food Solutions Q3/2025 NET SALES M€ -7.7% Finland, B2C Food Solutions* Other** +2.2% -5.8% -39.6% 30.1 M€ M€ M€ 30 27.8 20 16.1 16.4 6 5.4 15 10 8.6 8.1 4 3.3 10 20 5 5 2 0 0 0 Q3/24 Q2/2024 Q3/25 Q2/2025 Q3/24 Q2/2024 Q3/25 Q2/2025 Q3/24 Q2/2024 Q3/25 Q2/2025 10 * ** • B2B exp
Slide 11: Heart Health Q3/2025
Heart Health Q3/2025 UK, B2C Finland, B2C NET SALES +0.2% +1.2% M€ M€ 15 12.6 12.6 3.9 3.9 4 10 2 M€ +3.7% 5 0 0 30 28.1 Q3/24 Q2/2024 Q3/25 Q2/2025 Q3/24 Q2/2024 Q3/25 Q2/2025 27.1 Ireland, B2C Other* 20 -0.3% +11.4% M€ M€ 3 2.4 2.3 9.3 10 10 8.3 2 * 5 1 • B2C sales in Poland and Belgium, among oth
Slide 12: Our strategic focus areas
Our strategic focus areas Accelerate growth Future growth Fuel for growth Our breakfast and snack products We seek growth from new Our local heritage brands and (Elovena®) and heart health products business opportunities: we grain-based industrial solutions (Benecol®) constitute the sources of inves
Slide 13: Growth comes from having the courage to look ahead
Growth comes from having the courage to look ahead and make tomorrow's possibilities a reality. 11 November 2025 Raisio’s Interim Report January–September 2025 13
Slide 14: Implementation of strategic priorities Q3/2025
Implementation of strategic priorities Q3/2025 INVESTING IN KNOWLEDGE-BASED FOCUSING OUR THE FUTURE MANAGEMENT BUSINESS • Laboratory facilities to be • We are modernising our • Focus on breakfast and built at the Nokia mill ERP system snacking products, heart health • Renewal of the Raisio mill's •
Slide 15: The 30th anniversary of the Benecol brand
The 30th anniversary of the Benecol® brand is visible in all of our key markets 11 November 2025 Raisio’s Interim Report January–September 2025 15
Slide 16: The 100th anniversary of the Elovena brand
The 100th anniversary of the Elovena® brand saw its culmination on World Porridge Day Elovena® lit up Nasdaq MarketSite at Times Square with birthday wishes from Nasdaq. 11 November 2025 Raisio’s Interim Report January–September 2025 16
Slide 17: i FOOD FOR
SP i FOOD FOR Heart Health EH