Remy Cointreau Sa · EURONEXT:RCO
Remy Cointreau Sa — Q3 2025-26 Earnings Presentation
13 slides from Remy Cointreau Sa's earnings presentation, Jan 29, 2026
Slide 1: Rémy Cointreau 2025-26 Q3 Sales
REMY COINTREAU 4 WARM UP ae 2025-26 Q3 Sales YOUR’ APRES-SKI ie) , SAGREEK| Y Luca Marotta, CFO January 29, 2026
Slide 2: Q3 2025-26 sales - Back to growth
Q3 2025-26 sales - Back to growth 9M 2025-26 ORGANIC* SALES GROWTH -1.9% Yor 9M 2025-26 ORGANIC SALES GROWTH BY REGION 9M 2025-26 VALUE DEPLETIONS BY REGION FY 2025-26 CONFIRMED GUIDANCE Q3 sales up +2.8% in organic terms, reflecting + Fourth consecutive quarter of growth in the U.S., driven by low
Slide 3: 9M 2025-26 - Group Sales Bridge
9M 2025-26 - Group Sales Bridge Reported: -6.6% “19% -47% De Price-Mix: -6.4% Volume: +4.5% 9M 2024-25 Organic Currency 2025-26
Slide 4: Q3 sales performance by region
LSD % sales growth in Q3, driven by both divisions on Sales were down by low DD% in Q3, impacted by Sales up by MSD% in Q3, driven by Germany, Greece the back of a low base of comparison and another challenging market conditions and strong negative CNY and Romania; most growth came from slight seque
Slide 5: Mainland China was down by low DD% in Q3
Mainland China was down by low DD% in Q3, affected by continued complex market conditions and an unfavorable CNY calendar effect • Excluding this technical effect, China would have been almost stable, helped by a strong performance during D11 Festival on e-commerce and return to normal trading condi
Slide 6: North America and EMEA Q3 performance
North America: o Sales up by low to MSD % in Q3, driven by Cointreau and The Botanist which delivered positive depletions in Q3 in a declining market o Cointreau and The Botanist’s Q3 US value depletions were respectively up by LSD% and low DD% YoY Price-Mix: -2 pts YoY US +16 pts vs. 19-20 12m basi
Slide 7: 2025-26 guidance confirmed
2025-26 guidance confirmed » ORGANIC COP INCL. TARIFFS » To decline between low double-digits % and mid-teens % TARIFFS(*) > Total net impact of tariffs of €25m (of which €20m in the US and €5m in China) X 7 >) - a - * Gross impact: €25m in China and €30m in the US US AND CHINA a oe TARIFF DETAILS >
Slide 8: Appendices
) {LLE BE DE BRILLET Appendices
Slide 9: Quarterly sales by division
Quarterly sales by division In €m Q1 25/26 Q1 24/25 Reported % Organic % Cognac 131.3 135.5 -3.1% +1.3% Liqueurs & Spirits 86.2 75.8 +13.6% +17.3% Subtotal: Group Brands 217.5 2113 +2.9% +7.0% Partner Brands 33 57 -41.6% -417% Total 220.8 217.0 +1.8% +5.7% In €m Q2 25/26 Q2 24/25 Reported % Organic
Slide 10: Quarterly sales by division
Quarterly sales by division In €m Q3 25/26 03 24/25 Reported % Organic % Cognac 150.2 155.7 -3.5% 43.2% Liqueurs & Spirits 903 925 -24% +28% Subtotal: Group Brands 240.6 248.2 -3.1% +3.0% Partner Brands 5.2 58 -10.3% -9.3% Total 245.8 2541 -3.3% +2.8% In€m 9M 25/26 9M 24/25 Reported % Organic % Cogn
Slide 11: Key currency impacts on 9M 2025-26 sales
Key currency impacts on 9M 2025-26 sales Total currency impact: -€37.0m (in €m) 01 0.1 0.1 a i || “09 “15 -3.0 “118 -20.0 SEK CHF PLN Other GBP CAD CNY USD currencies 1
Slide 12: Upcoming Financial publications
Upcoming Financial publications | April 30, 2026 2025-26 Q4 Sales ISLAVDRY GIN June 4, 2026 ] 2025-26 FY Results
Slide 13: Slide 13