Dsm-firmenich Ag · EURONEXT:DSFIR

Dsm-firmenich — Investor Day (2026)

14 slides from Dsm-firmenich's investor day presentation, Mar 12, 2026

1. Slide 1: Taste, Texture & Health

   Investor Event 2026 Taste, Texture & Health Maurizio Clementi President TTH

2. Slide 2: At a glance

   At a glance Two complementary, integrated portfolios, creating a global leader well-placed to serve customers Our presence – sales by business line, segment and region (2025) Plant-based Ingredient Beverages Americas EMEA Solutions Petfood Savory Baked goods & confectionary Taste Dairy APAC €3.1bn 2

3. Slide 3: Our differentiated approach

   Taste, Texture & Health Our differentiated approach At the heart of our model is understanding what customers want and co-creating winning products Our unique ecosystem Innovation Our DNA Our Inspiration & Portfolio Bioscience Human Insights & Innovation & Creativity Driving Customer Ingredient Winn

4. Slide 4: Consistently delivering on growth and profitability

   Taste, Texture & Health Consistently delivering on growth and profitability Sales and EBITDA growth continue to outperform the market since the merger Sales, €m Adj. EBITDA, €m LfL Avg. Adj. EBITDA Avg. OSG 7% growth 13% 3,146 648 2,864 536 Organic Sales Growth, synergies 3 Adj. EBITDA margins 2023

5. Slide 5: Synergy delivery on track

   Taste, Texture & Health Synergy delivery on track Reflecting the successful execution of our merger Synergy ~460 pipeline We successfully executed our revenue ~255 synergies annual value, €m Synergy sales consisting of cross-selling Dec 2024 Dec 2025 (2/3) and new concepts (1/3) with ratio of new co

6. Slide 6: We delivered growth powered by joint innovation

   Taste, Texture & Health We delivered growth powered by joint innovation Enabled through customer intimacy, deep technological know-how, and unmatched bioscience NEXT GEN NO & LOW- Healthier biscuits, Tailored dairy culture Mozzarella alcohol beers same great taste solutions using AI NovaSense® Taste

7. Slide 7: Accelerate – Our plan to drive sustained growth

   Taste, Texture & Health Accelerate – Our plan to drive sustained growth 2023-2025 2026-2028+ Executed successfully Evolve Transformation from two into one Shift Shape the future Financial results on track Portfolio optimized • Implement TTH growth strategy Innovation-driven growth o Grow the Core Op

8. Slide 8: Strategic focus driven by deep consumer insight

   Taste, Texture & Health Strategic focus driven by deep consumer insight Increasing fragmentation in consumer preferences creates opportunity Healthy Delightful Reassuringly good Indulgence done right Affordable Personalized Budget flexibility Tailored nutrition An increasing diversity of trends come

9. Slide 9: TTH Strategy – grow the core

   TTH Strategy TTH Strategy – grow the core We are accelerating across our core in both Taste and Ingredient Solutions Our core Enzymes & Cultures Savory Taste Ingredient Solutions • Leverage our heritage in • Leverage investments Flavors Hydrocolloids bioscience leadership in expanded technologies, +

10. Slide 10: TTH Strategy – deliver must-win initiatives

    TTH Strategy TTH Strategy – deliver must-win initiatives Fully leveraging our combined expertise and deep customer intimacy Sugar Nutrition & Petfood Dairy Reduction Microbiome Combine our established Integral dairy solutions— Develop new solutions to Build winning nutrition & position in pet nutrit

11. Slide 11: Delivering results in 2026

    Taste, Texture & Health Delivering results in 2026 • Volatile market Market • Sales channel shift driven by affordability context • Private label, Food service and core staple categories • Dairy products (GLP-1, clean label) • Functional drinks (energy, health) End user • Nutrition bars (high protei

12. Slide 12: Evolving to win and shape the future

    TTH Summary Evolving to win and shape the future Underpinned by market leadership, unique ingredient solution and taste capabilities Organic sales growth, • Our integration is a success story 2028+ and we are shifting to the next chapter 4-6% • We are now ONE TTH team – with a (+2% from Bovaer®) uni

13. Slide 13: Disclaimers

    Disclaimers This presentation contains forward-looking statements with respect to dsm-firmenich’s future performance and position. Such statements are based on current expectations, estimates and projections of dsm-firmenich and information currently available to the company. dsm-firmenich cautions

14. Slide 14: We bring progress to life

    We bring progress to life © 2026 dsm-firmenich group.

dsm-firmenich — Investor Day (2026) on 6ix