Novonesis A/s Class B · OMXCOP:NSIS_B
Novonesis A/s Class B — H1 2025 Earnings Presentation
11 slides from Novonesis A/s Class B's earnings presentation, Aug 21, 2025
Slide 1: H1 2025 Conference Call
H1 2025 Conference Call August 21, 2025
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: 9% OSG in H1 and 2025 outlook range narrowed to 6-8%
Sales and organic sales growth y/y 9% OSG in H1 and 2025 outlook 45% 55% range narrowed to 6-8% from 5-8% Food & Health Biosolutions Planetary Health EURm Biosolutions • Organic sales growth of 9% (Q2: 8%) +9% OSG • Volumes up by ~8% (Q2: ~7%); Pricing contributed ~1% (Q2: ~1%) • Emerging Markets gr
Slide 4: Food & Health Biosolutions
Human Health Sales and organic sales growth, 26% Food & Health Biosolutions y/y Food & Health Biosolutions 74% EURm +10% Food & Beverages OSG Sales performance +9% OSG H1 2025 875.5 950.1 • Organic sales growth of 10%, driven by both Human Health and 450.7 473.7 Food & Beverages H1 2024 H1 2025 Q2 2
Slide 5: Food & Health Biosolutions: Food & Beverages
Sales and organic sales growth Food & Health Biosolutions: Food & Beverages y/y Food & Beverages EURm +10% OSG +8% Sales performance OSG H1 2025 650.9 701.4 • Organic sales growth of 10%, led by Dairy and supported by 333.5 348.7 Food & Beverages • Positive impact from revenue synergies H1 2024 H1 2
Slide 6: Food & Health Biosolutions: Human Health
Sales and organic sales growth Human Health y/y Food & Health Biosolutions: Human Health EURm +12% OSG +11% Sales performance OSG H1 2025 248.7 224.6 • Organic sales growth of 12%, driven by both Dietary 117.2 125.0 Supplements and Advanced Health & Nutrition • Positive impact from revenue synergies
Slide 7: Planetary Health Biosolutions
Household Care Sales and organic sales growth 35% Planetary Health Biosolutions y/y Planetary Health Biosolutions 65% EURm Agriculture, +9% Energy & Tech OSG Sales performance +7% OSG H1 2025 1,068.2 1,146.0 • Organic sales growth of 9% driven by both Agriculture, Energy 527.5 544.8 & Tech and House
Slide 8: Planetary Health Biosolutions: Household Care
Sales and organic sales growth Household Care y/y Planetary Health Biosolutions: Household Care EURm +8% OSG Sales performance +4% OSG H1 2025 377.7 403.3 • Organic sales growth of 8% 185.8 187.8 • Strong growth driven by accelerated penetration in Emerging Markets supported by solid performance in
Slide 9: Planetary Health Biosolutions: Agriculture, Energy & Tech
Sales and organic sales growth Agriculture, Energy & Tech y/y Planetary Health Biosolutions: Agriculture, Energy & Tech EURm +9% OSG Sales performance +8% OSG H1 2025 690.5 742.7 • Organic sales growth of 9%, driven by strong growth in Energy 341.7 357.0 and Tech, supported by growth in Agriculture
Slide 10: Financial results H1 2025
Financial results H1 2025 – 9% broad-based organic sales growth – 210 bps improvement in Adj. EBITDA margin driven by stronger adjusted gross margin and synergies, despite currency headwinds – 22% increase in adj. EPS excl. PPA H1 2025 H1 2024 Q2 2025 Q2 2024 Organic sales growth % 9 7 8 10 Adj. Gro
Slide 11: Outlook 2025
Outlook 2025 • Organic sales growth of 6-8% (7-9% excl. exiting certain countries) • 5-7% volume • ~ 1% price • ~ 1% sales synergies • ~ (1)% exiting certain countries • Adjusted EBITDA margin between 37 and 38% • Includes significant currency headwinds • Interim dividend approved of DKK 2.25 (EUR 0