Slide 1: Third Quarter / Nine Months Figures 2025
Third Quarter / Nine Months Figures 2025 Analyst presentation Investor Relations 30.10.2025
Slide 2: Disclaimer
2 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Disclaimer This presentation contains certain statements that are the Company’s ability to continue to receive adequate neither reported financial results nor other historical products from its vendors on acceptable terms, or
Slide 3: Group performance
CLARIANT™ Zz Group performanc
Slide 4: Highlights Q3 / 9M 2025 Key messages
4 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Highlights Q3 / 9M 2025 Key messages – Q3: Profitability up 230 bps in continued challenging environment Key Figures in CHF ▪ Sales down 3 % in LC – significant FX translation impact (sales in CHF - 9 %) ▪ EBITDA b.e.i.1 up fr
Slide 5: Q3 sales: Sales decline of -3% in LC driven by lower volumes
5 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Q3 sales: Sales decline of - 3 % in LC1 driven by lower volumes, partly compensated for by positive pricing -3% -6% 991 8 - 40 959 0 -2 906 - 51 +1% -4% -1% -5% Care Chemicals Care Chemicals Net impact on Main movers flat -3%
Slide 6: Q3 EBITDA b.e.i.: 230 bps margin improvement driven by all BUs and Corporate
6 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Q3 EBITDA b.e.i.:1 230 bps margin improvement driven by all BUs and Corporate; reported margin slightly impacted by restructuring Margin + 230 bps 162 18.8 % 159 155 3 0 10 -5 2 17.9 % CHF 3 m 15.6 % + 80 bps + 10 bps + 40 bps
Slide 7: Business performance
Business performance
Slide 8: Third Quarter 2025 Care Chemicals
8 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Third Quarter 2025 Strong margin uplift in weak Care Chemicals industrial markets in CHF m Q3 2025 Q3 2024 % CHF % LC1 Price: flat across the product portfolio Sales 491 536 -8 -3 EBITDA 92 92 0 Volume: slightly down, driven b
Slide 9: Third Quarter 2025 Catalysts
9 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Third Quarter 2025 Improved margin in a weak Catalysts demand environment in CHF m Q3 2025 Q3 2024 % CHF % LC1 Price: flat across the segments Sales 171 203 - 16 -8 EBITDA 32 37 - 14 Volume: down 8 %, mainly driven by Propylen
Slide 10: Third Quarter 2025 Adsorbents & Additives
10 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Third Quarter 2025 Margin improvement supported by Adsorbents & Additives continued HSD Additives growth in CHF m Q3 2025 Q3 2024 % CHF % LC1 Price: positive in all segments (except Adsorbents APAC) Sales 244 252 -3 1 EBITDA
Slide 11: Investor Day 2024 savings program set to deliver CHF 80 m by 2027
11 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Investor Day 2024 savings program set to deliver CHF 80 m by 2027 Savings achievement Q1: CHF 3 m Run-rate savings of CHF 80 m through – Total CHF 31 m (Q1 CHF 3 m, Q2 CHF 9 m, Q3 CHF 19 m) BU and Corporate actions by 2027 wi
Slide 12: Outlook
Outlook ~ Greater chemistry
Slide 13: Outlook 2025: Confirmed strong commitment to margin improvement
13 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Outlook 2025: Confirmed strong commitment to margin improvement while continued weak industrial production impacts top-line growth 2025 External Factors Internal Factors – Global GDP driven by AI investments – Direct cost imp
Slide 14: Appendix
CLARIANT™
Slide 15: Outlook: Current assessment of tariffs shows manageable direct cost impacts
15 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Outlook: Current assessment of tariffs shows manageable direct cost impacts due to global footprint and local-for-local strategy Region Local Local Raw Material Production Sourcing US ~ 70 % ~ 90 % ➔ Tariffs have a considerab
Slide 16: Modeling Guidance FY 2025 versus FY 2024
16 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Modeling Guidance FY 2025 versus FY 2024 – under current conditions ▪ CHF 25 m sales impact (actual Q1) Acquisition of ▪ On-track profitability with acquisition business case Lucas Meyer Cosmetics ▪ Scope effect in Q1 2025 fo
Slide 17: Third Quarter 2025 – Overview
17 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Third Quarter 2025 – Overview Group Care Chemicals in CHF m Q3 2025 Q3 2024 % CHF % LC1 in CHF m Q3 2025 Q3 2024 % CHF % LC1 Sales 906 991 -9 -3 Sales 491 536 -8 -3 EBITDA 159 139 14 EBITDA 92 92 0 EBITDA margin 17.5 % 14.0 %
Slide 18: Nine Months 2025 – Overview
18 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Nine Months 2025 – Overview Group Care Chemicals in CHF m 9M 2025 9M 2024 % CHF % LC1 in CHF m 9M 2025 9M 2024 % CHF % LC1 Sales 2 887 3 061 -6 -1 Sales 1 587 1 682 -6 0 EBITDA 450 478 -6 EBITDA 277 313 - 12 EBITDA margin 15.
Slide 19: Geographic split Regional headline (Q3)
19 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Geographic split Regional headline Q3 sales CHF 906 m – EMEA sales down 6 %, driven by volumes in all in CHF m, % in local currency1 businesses, most pronounced in Catalysts; positive pricing in Adsorbents & Additives; German
Slide 20: Geographic split Regional headline (9M)
20 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Geographic split Regional headline 9M sales CHF 2 887 m – EMEA sales down 1 %, driven by slightly lower volume and in CHF m, % in local currency1 price in Care Chemicals, offset by scope; Catalysts volume lower while pricing
Slide 21: Cost dynamics – year on year and sequentially slightly up
21 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Cost dynamics – year on year and Q3 2025: Pricing slightly up and sequentially slightly up volumes down (Catalysts) − Raw materials in Q3 decreased 1 % yoy (sequential down 2 %) − Uncertain economic environment maintained in
Slide 22: Exposure to attractive consumer markets of close to 50%
22 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Exposure to attractive consumer markets of close to 50 %... …with accelerating demand for sustainable products Sales by End Market 2021 (Total Group) Sales by End Market Q3 LTM 20251 Chemical Chemical Process Process Consumer
Slide 23: ESG – Clariant's Sustainability Transformation Commitment
23 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 ESG – Clariant’s Sustainability Transformation Commitment Sustainability priorities Investment in operations and portfolio Fighting Climate Change Increasing Circularity Sustainable operations Reducing our own carbon Products
Slide 24: Significant improvement of non-financial KPIs
24 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Significant improvement of non-financial KPIs – Fully on track to deliver updated 2030 greenhouse gas (GHG) targets Reducing corporate GHG emissions New operating model driving customer satisfaction and 46.9 % reduction emplo
Slide 25: Clariant's Leading Sustainability Ratings and Rankings
25 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Clariant’s Leading Sustainability Ratings and Rankings Status as of 30 September 2025 Index / Ranking / Clariant Score / Percentile First Year of Status / Comments Rating Rank or Range Inclusion 29 % 21 % 13 % 15 % 10 % AA /
Slide 26: Calendar of Upcoming Corporate Events
26 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 Calendar of Upcoming Corporate Events 1 April 2026 31 July 2026 Annual General Second Quarter / Meeting Half Year 2026 Reporting 26 February 2026 8 May 2026 November 2026 Fourth Quarter / First Quarter Third Quarter / Full Ye
Slide 27: The Executive Leadership Team
27 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 The Executive Leadership Team Conrad Keijzer Chief Executive Officer Executive Leadership Team Executive Steering Committee Christian Vang Jens Cuntze Angela Cackovich Oliver Rittgen Priya Thaman Judith Bischof Richard Haldim
Slide 28: IR Contacts
28 Third Quarter / Nine Months Figures 2025 Investor Relations, 30.10.2025 IR Contacts ANDREAS SCHWARZWÄLDER Head of Investor Relations Phone: +41 61 469 63 73 Email: investor-relations@clariant.com THIJS BOUWENS Investor Relations Officer Phone: +41 61 469 63 73 Email: investor-relations@clariant.c
Slide 29: Thank you
Thank you We place great value on understanding the current views of our investment community. Therefore, we would greatly appreciate your input and feedback via www.clariant.com/Investors/Feedback. Your information will be collected via the secure platform of QuantiFire, who manage this process on