Straumann Holding Ag · SIX:STMN

Straumann — Q3 2025 Earnings Presentation

25 slides from Straumann's earnings presentation, Oct 30, 2025

  1. Slide 1: Third-Quarter Results 2025

    2025 THIRD-QUARTER RESULTS Presentation for investors, analysts and media Basel, October 29, 2025

  2. Slide 2: Disclaimer

    DISCLAIMER This presentation contains forward-looking statements, including statements regarding the beliefs, expectations and assumptions of future results, performance or achievements of Straumann Group, that are based upon information available to Straumann Group as of the date such statements ar

  3. Slide 3: Agenda

    AGENDA Highlights Guillaume Daniellot Financials Isabelle Adelt Recent achievements & strategy Guillaume Daniellot Outlook 2025 Guillaume Daniellot Q&A Guillaume Daniellot, Isabelle Adelt 3

  4. Slide 4: Highlights

    HIGHLIGHTS Guillaume Daniellot, CEO 4

  5. Slide 5: Strong 8.3% organic growth and outlook confirmed

    STRONG 8.3 % ORGANIC GROWTH AND OUTLOOK CONFIRMED Third-quarter revenue in 2025 1 Organic revenue growth 1, 2 Orthodontics transformation Smartee global 602.0 m 8.3% partnership Nine-month: 2.0 billion 1 Nine-month: 9.6% 1, 2 Additional partnership with DentalMonitoring Innovation China Outlook 2025

  6. Slide 6: Strong performance – regional differences remain

    STRONG PERFORMANCE – REGIONAL DIFFERENCES REMAIN Organic revenue growth in the third quarter EMEA NAM Q3 11.2% Q3 24 11.4% Q3 5.7% Q3 24 2.0% 39 %* 27 %* GROUP APAC 24 %* 10 %* LATAM Q3 3.2% Q3 24 19.7% Q3 18.0% Q3 24 18.9% 6 * % of Q3 2025 Group total revenue

  7. Slide 7: Financials

    FINANCIALS Isabelle Adelt, CFO 7

  8. Slide 8: Strong results with considerable FX headwinds

    STRONG RESULTS WITH CONSIDERABLE FX HEADWINDS Revenue development breakdown in CHF million, rounded Regional % share of organic growth +2.9% +8.3% Organic 10 602 10 APAC 4 9 19 NAM 586 23 20 LATAM 556 -30 0 Change in organic growth 51 EMEA +11.2% +5.7% +3.2% +18.0% Revenue FX effect M&A effect Adjus

  9. Slide 9: Tariffs mitigation efforts

    TARIFFS MITIGATION EFFORTS 2025 2026 Inventory build-up and supply flexibility Local production and supply chain optimization ▪ Stock increases in key markets to secure ▪ Increased share of locally produced finished continuity products ▪ Adjusted logistics flows to mitigate near-term cost ▪ Local as

  10. Slide 10: Reinvesting where return on capital is highest

    REINVESTING WHERE RETURN ON CAPITAL IS HIGHEST Capital allocation priority order 1 Reinvest in sustainable business growth 2 Maintain strong balance sheet 3 Pursue M&A to accelerate strategy 4 Maintain and increase dividend with earnings growth 10

  11. Slide 11: Strategic Highlights

    STRATEGIC HIGHLIGHTS Guillaume Daniellot, CEO 11

  12. Slide 12: Huge opportunities – implantology & beyond

    HUGE OPPORTUNITIES – IMPLANTOLOGY & BEYOND Addressable market of about CHF 20bn globally 6.0 5.6 4.7 Market size MARKET SHARE in CHF bn 2.6 GROWTH THROUGH Market share % 35% 35% 0.7 ~15% ~3% >5% <5% INNOVATION Implantology Regeneratives ClearAligner CADCAM CADCAM equipment prosthetics 12.5% Strauman

  13. Slide 13: Transform our ortho business for competitiveness

    TRANSFORM OUR ORTHO BUSINESS FOR COMPETITIVENESS New partnership with Smartee to strengthen value proposition and profitability • Smartee is a leading clear aligner company and innovation partner with strong presence in Asia • Accelerates our value proposition covering broader coverage of indication

  14. Slide 14: Transforming ClearCorrect's value proposition

    TRANSFORMING CLEARCORRECT’S VALUE PROPOSITION AI monitoring expanding GP adoption Advances software & new clinical features Powered by DentalMonitoring and seamlessly New treatment outcome simulation and integrated into the ClearCorrect Doctor Portal. mandibular advancement. 14

  15. Slide 15: Straumann innovation driving premium implantology

    STRAUMANN INNOVATION DRIVING PREMIUM IMPLANTOLOGY 6.0 % Market size in CHF bn 35% 35% Market BLC TLC BLX TLX 35% share % Implantology Implantologie 15

  16. Slide 16: Education as a key driver to capture market share

    EDUCATION AS A KEY DRIVER TO CAPTURE MARKET SHARE EAO, Esthetic Days and DSO CEO Summit 16

  17. Slide 17: Launch of new X3 intraoral scanner

    LAUNCH OF NEW X3 INTRAORAL SCANNER • Premium TRIOS 5/6 • • Mid SIRIOS X3 SIRIOS X3 Entry SIRIOS 17

  18. Slide 18: Driving efficiency through newly launched digital workflows

    DRIVING EFFICIENCY THROUGH NEWLY LAUNCHED DIGITAL WORKFLOWS Single tooth: Straumann Fast Molar solution Full-Arch: Straumann EXACT digital impression solution 18

  19. Slide 19: Strengthening our position in China ahead of VBP 2.0

    STRENGTHENING OUR POSITION IN CHINA AHEAD OF VBP 2.0 ▪ Shanghai campus ramp-up completed; first local production ▪ Local manufacturing driving efficiency ▪ Multi-brand strategy expanding market access including new local eco-brand developed in partnership ▪ Offering education programs to advance imp

  20. Slide 20: Empowering smiles through our culture of care

    EMPOWERING SMILES THROUGH OUR CULTURE OF CARE Smile Movement 5 000+ employees united for a cause 20

  21. Slide 21: Outlook

    OUTLOOK Guillaume Daniellot, CEO 21

  22. Slide 22: Confirmed outlook 2025

    CONFIRMED OUTLOOK 2025 Barring unforeseen circumstances Market environment Revenue and profitability and assumption • Uncertain economic environment remains • Organic revenue growth in the high single-digit • Group believes global patient flow should remain percentage range stable • With 30 to 60 ba

  23. Slide 23: Capital Markets Day 2025

    CAPITAL MARKETS DAY 2025 SWITZERLAND 24 NOVEMBER SITE VISIT IN VILLERET 25 NOVEMBER CAPITAL MARKETS DAY IN BASEL 23

  24. Slide 24: Thank you – your questions?

    THANK YOU YOUR QUESTIONS? 24

  25. Slide 25: Calendar of upcoming events

    CALENDAR OF UPCOMING EVENTS 2025 Event Location 4 – 5 November J.P. Morgan UK Roadshow London 5 November ZKB Swiss Equity Conference Zurich 6 November ODDO Germany Roadshow Frankfurt 25 November Capital Markets Day Basel & Webcast 2 December Citi Global HC Conference Miami 3 December Evercore HC Con

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