Ansell Limited · ASX:ANN
Ansell — Investor Presentation (December 2025)
34 slides from Ansell's investor presentation, Dec 3, 2025
Slide 1: ASX Announcement: Ansell Limited Investor Presentation
ASX Announcement Ansell Limited Investor Presentation 3 December 2025 – Ansell Limited (ASX:ANN), a global leader in personal protection safety solutions, is pleased to provide the enclosed presentation which will be referred to during investor meetings held in December 2025. This announcement was a
Slide 2: Ansell Investor Presentation December 2025
For personal use only Ansell Investor Presentation December 2025
Slide 3: Disclaimer and Non-IFRS Measures
Disclaimer and Non-IFRS Measures The following presentation has been prepared by Ansell Limited (Ansell or the Company) for information purposes only. The information contained in this presentation is a summary only and does not purport to be complete. It should be read in conjunction with Ansell’s
Slide 4: Contents
Contents For personal use only 1. About Ansell 2. Business Model 3. Key Growth Drivers Appendix: Segment Overview, Financial History 3
Slide 5: 1. About Ansell
For personal use only 1. About Ansell 4
Slide 6: Ansell: Diversified Global Leader In Hand & Body Protection Solutions
Ansell: Diversified Global Leader In Hand & Body Protection Solutions FY25 Financials Customers in 25+ industries Sales in 100+ countries ~11 billion gloves sold per year Industrial Segment Healthcare Segment For personal use only Sales 45% Sales 55% Sales ~$2.0bn Exam/Single Use EBIT Margin1 Gloves
Slide 7: Key Investment Highlights
Key Investment Highlights Our portfolio of market-leading products, combined with our fully integrated global capabilities across innovation, manufacturing, marketing and selling, establishes meaningful differentiation and a strong platform for growth. For personal use only Leading Positions Compreh
Slide 8: Strengthening Financial Performance Post-Pandemic, Augmented By Successful KBU Acquisition
Strengthening Financial Performance Post-Pandemic, Augmented By Successful KBU Acquisition Sales ($m) EBIT Margin1 Adjusted EPS (US¢)1 Net Debt/EBITDA2 2,003 137-149 1.8x For personal use only 14.1% 1.6x 126.1 1,619 12.1% 105.5 126.1 105.5 FY24 FY25 FY24 FY25 FY24 FY25 FY26 FY24 FY25 Guidance Includ
Slide 9: 2. Business Model
For personal use only 2. Business Model 8
Slide 10: Business Model
For personal use only Business Model Innovator Manufacturer Marketer Service Provider Sustainable Partner Designing and developing Majority of products Products marketed under Our sales teams partner Helping customers differentiated products produced inhouse across industry-leading brands with end u
Slide 11: Innovator: Transforming Unmet Safety Needs Into New Product Solutions
Innovator Transforming Unrivalled Customer Insights About Unmet Safety Needs Into New Product Solutions Innovation Focus Areas & Recent New Products For personal use only Comfort Performance & Productivity Protection Sustainability Products that are comfortable to wear Longer lasting products suppor
Slide 12: Broad Portfolio Of Safety Solutions Incorporating Proprietary Product Technologies
Innovator Broad Portfolio Of Safety Solutions Incorporating Proprietary Product Technologies For personal use only >500 Hydrophilic Our design Thin, durable High-tenacity engineered fibres patents lubricants in the reduces water-based coating are stress on joints, coating activated upon ligaments an
Slide 13: Investing In Manufacturing Capabilities & Capacity For Differentiated Products
Manufacturer Investing In Manufacturing Capabilities & Capacity For Differentiated Products For personal use only Recent Growth Investments Lithuania Expanded capacity for differentiated, higher margin industrial single use products Brussels, New Belgium Investment to facilitate Jersey, Thailand USA
Slide 14: World-Renowned Product & Service Brands
Marketer World-Renowned Product & Service Brands Ansell is the most recognised brand in PPE, with our portfolio of product brands demonstrating the highest awareness in protective gloves and clothing.1 For personal use only Industrial Segment: Key Product Brands Healthcare Segment: Key Product Brand
Slide 15: Working With End User Customers To Solve Their Unique Safety Challenges
Marketer Working With End User Customers To Solve Their Unique Safety Challenges For personal use only Our Global Sales • Over 900 sales people, based in over 55 countries, selling into over 100 Presence Is countries Unmatched • Our sales people engage and influence end user safety experts, site man
Slide 16: Services Supporting End User Customers Across The Product Selection, Use & Disposal Journey
Service Provider Services Supporting End User Customers Across The Product Selection, Use & Disposal Journey Workplace Risk Assessment & Product Selection Product Adoption & Compliance For personal use only Data-driven, proprietary PPE assessment used by our Specialised training program for safety e
Slide 17: Helping Customers Achieve Their Sustainability Goals
Sustainable Partner Helping Customers Achieve Their Sustainability Goals Our 2040 Sustainability Action Plan Targets Ansell Earth For personal use only People Ansell Earth is our customer communication ✓ High level of employee risk reporting framework for discussing sustainability – ✓ Reduce TRIFR1
Slide 18: 3. Key Growth Drivers
3. Key Growth Drivers For personal use only 17
Slide 19: Key Growth Drivers
For personal use only Key Growth Drivers Productivity-Enhancing Differentiated Customer Diverse Vertical & Investments To Enable Balanced, Disciplined & Solutions Aligned To Industry Geographic Presence Growth & Mitigate Cost Effective Capital Allocation Trends Inflation Favourable industry trends B
Slide 20: Differentiated Customer Solutions Aligned To Industry Trends
Differentiated Customer Solutions Aligned To Industry Trends Growing Demand For Differentiated Products Supporting Premium Margins Core Market Growth Drivers For personal use only Growth in workforce requiring Increase in global surgical procedures, Growth in global cleanroom mechanical and chemical
Slide 21: Diverse Vertical & Geographic Presence
Diverse Vertical & Geographic Presence Balanced End Market Exposure Creates Opportunities For Growth Through The Cycle Prioritising Growing Verticals Where We Can Win With Emerging Markets Delivering Accelerated Growth For personal use only Differentiated Safety Solutions 8% FY25 vs FY19 Sales CAGR1
Slide 22: Productivity-Enhancing Investments To Enable Growth & Mitigate Cost Inflation
Productivity-Enhancing Investments To Enable Growth & Mitigate Cost Inflation Automation & Digitisation Investments Improving Productivity & Enhancing Customer Experience Manufacturing Productivity Customer Experience & Sales Optimisation For personal use only • Success with multiple incremental aut
Slide 23: Balanced, Disciplined & Effective Capital Allocation
Balanced, Disciplined & Effective Capital Allocation Strong Financial Position Provides Flexibility To Pursue Growth Investments Strong Balance Sheet Dividends For personal use only • Moody’s Baa2 investment grade rating • Paying out between 40-50% • Targeting 1.5-2.5x Net Debt/EBITDA of net profit
Slide 24: Our Long-Term Growth Ambition
Our Long-Term Growth Ambition What Does Long Term Success Look Like? Sales Growth Through Differentiated Operational Excellence Enhancing Disciplined Capital Allocation Building Long For personal use only Customer Solutions Productivity & Customer Satisfaction Term Competitive Advantage ✓ Organic sa
Slide 25: Appendix: Segment Overview, Financial History
Appendix: Segment Overview, Financial History For personal use only 24
Slide 26: Segment Overview
Segment Overview Industrial Segment (FY25 Sales $899m) Healthcare Segment (FY25 Sales $1,105m) For personal use only High performance hand protection solutions, chemical protective clothing Innovative portfolio of gloves, garments and consumables for a wide range and safety eyewear for a wide range
Slide 27: Industrial Segment – Mechanical
Industrial Segment – Mechanical Products FY25 Sales $559m • Mechanical hand and arm protection, and safety eyewear #1 mechanical hand For personal use only Market protection (>2x next • Designed and engineered to provide Position largest competitor) the optimal balance of comfort, performance, and p
Slide 28: Industrial Segment – Chemical
Industrial Segment – Chemical Products FY25 Sales $325m • Wide range of chemical-resistant hand and body protection products to help #1 chemical hand For personal use only Market protect workers against hazards ranging protection, #2 chemical Position body protection from extreme high-risk scenarios
Slide 29: Healthcare Segment – Exam/Single Use
Healthcare Segment – Exam/Single Use Products FY25 Sales $557m • Single use and medical exam grade gloves for scientific, industrial and For personal use only Market #1 industrial single medical workers Position use gloves • Products designed with advanced material formulations and proprietary Fragm
Slide 30: Healthcare Segment – Exam/Single Use
Healthcare Segment – Exam/Single Use Our Exam/SU business specialises in heavy-weight, durable gloves offering chemical protection. We have limited exposure to the large market for medical exam gloves. For personal use only Scientific Industrial Single Use Medical Exam Differentiated Medium To Heavy
Slide 31: Healthcare Segment – Surgical
Healthcare Segment – Surgical Products • Surgical gloves designed to respond to FY25 Sales $347m healthcare professionals’ evolving needs, For personal use only protecting both them and their patients in all surgical settings Market #1 surgical gloves Position • SANDEL® branded safety solutions that
Slide 32: Healthcare Segment – Cleanroom
Healthcare Segment – Cleanroom Products FY25 Sales $201m • Innovative solutions for critical life sciences and micro-electronics For personal use only Market #1 cleanroom applications carried out within a clean Position gloves environment, specifically designed, processed and packed to eliminate the
Slide 33: Financial History
Financial History ($m) FY141 FY151 FY161 FY171 FY181 FY191 FY201 FY211 FY22 FY23 FY24 FY25 Ansell Sales 1,377.5 1,428.1 1,352.8 1,374.5 1,489.8 1,499.0 1,613.7 2,026.9 1,952.1 1,655.1 1,619.3 2,003.3 2,3,4,5,6 EBIT 175.5 210.9 188.2 178.4 193.43 200.9 216.7 338.0 245.1 206.3 195.5 282.1 For personal
Slide 34: Ansell: Lead the world to a safer future
Ansell Lead the world to a safer future. www.ansell.com