Novonesis A/s Class B · OMXCOP:NSIS_B
Novonesis A/s Class B — H1 2026 Earnings Presentation
12 slides from Novonesis A/s Class B's earnings presentation, Aug 20, 2026
Slide 1: H1 2026 Conference call
H1 2026 Conference call August 20, 2026
Slide 2: Forward-looking statement
Forward-looking statement Disclaimer This presentation includes forward-looking statements, including statements relating to the operating, financial and sustainability performance and results of the group and/or the industry in which it operates. Forward-looking statements include, without limitati
Slide 3: Group
Food & Health Group Biosolutions 45% 8% 37.7% 55% Organic sales growth Adj. EBITDA margin Planetary Health Group sales and organic sales growth y/y Biosolutions • Organic sales growth of 8% (Q2: 9%) EURm • Volumes ~6% (Q2: ~7%) including ~1pp (Q2: ~1pp) from 8% synergies OSG • Pricing ~2% (Q2: ~2%)
Slide 4: Food & Health Biosolutions
Food & Health Human Health 25% Biosolutions 75% H1 2026 • 9% organic sales growth (including ~3pp negative effect from Food & Beverages exiting certain countries) Divisional sales and organic sales growth y/y • Growth mainly driven by volumes incl. synergies, supported by EURm pricing +9% OSG • Adj.
Slide 5: Food & Beverages and Human Health
Food & Beverages Human Health H1 2026 H1 2026 • 11% organic sales growth • 4% organic sales growth (including ~4pp negative effect from exiting certain countries) (including ~1pp negative effect from exiting certain countries) • Growth across all industries • Growth driven by Advanced Health & Nutri
Slide 6: Planetary Health Biosolutions
Planetary Health Household Care 34% Biosolutions 66% H1 2026 • 7% organic sales growth Agriculture, Energy & Tech • Growth mainly driven by volume, supported by pricing Divisional sales and organic sales growth y/y • Growth includes inventory build-up in Animal of around 1pp EURm 7% • Adj. EBITDA ma
Slide 7: Household Care and Agriculture, Energy & Tech
Household Care Agriculture, Energy & Tech H1 2026 H1 2026 • 8% organic sales growth • 6% organic sales growth • Strong growth driven by innovation and increased penetration • Growth led by strong growth in Energy supported by particularly with local and regional players Agriculture • Positive impact
Slide 8: Financial results H1 2026
Financial results H1 2026 • 8% broad-based organic sales growth (Q2: 9%) • 37.7% adj. EBITDA margin impacted by year-on-year currency headwinds (Q2: 37.6%) • 9% increase in adj. EPS excl. PPA (Q2: 11%) • 23% increase in Operating cash flow (Q2: 11%) • FCF before acq. on par with 2025 impacted by hig
Slide 9: Outlook 2026
Outlook 2026 • Organic sales growth increased to 7-8% (8-9% excl. exit from certain countries) 2026 growth components: • 7-8% volume, including a good 1 pp from synergies • A good 1 pp from pricing • Close to 1 pp negative effect from exiting certain countries • Adjusted EBITDA margin expected at th
Slide 10: Staying true to our capital allocation principles as we invest for higher growth
Staying true to our capital allocation principles as we invest for higher growth at attractive incremental ROIC Strong balance sheet Leverage ratio 1 Invest for growth People, innovation and capacity 2 Bolt-on acquisitions Complementary technologies 3 Return cash to shareholders Dividends NIBD/EBITD
Slide 11: Q&A
Q&A
Slide 12: Organic sales performance by region
Organic sales performance by region Developed markets H1/Q2 2026: 8%/8% North America Europe, the Middle East & Africa* H1/Q2 2026: +7%/+7% H1/Q2 2026: +4%/+4% 62% 31% Asia Pacific of sales of sales 35% of sales H1/Q2 2026: +9%/+12% Emerging markets* H1/Q2 2026: 8%/11% Latin America 19% of sales H1/