Dsm-firmenich Ag · EURONEXT:DSFIR

Dsm-firmenich — Investor Day (2026)

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

  1. Slide 1: Perfumery & Beauty – Investor Event 2026

    Investor Event 2026 Perfumery & Beauty Emmanuel Butstraen President P&B and COO

  2. Slide 2: At a glance: Perfumery & Beauty

    At a glance Perfumery & Beauty Our presence – sales by business line, segment and region (2025) Ingredients Scent Fragrance Fragrances Ingredients Americas EMEA Beauty & Care Ingredients Home Fragrances APAC Beauty Fragrances Perfumery €3.8bn 22% 5,500 100+ 30 33 2025 Revenues 2025 Adj. EBITDA margi

  3. Slide 3: We built a unique ecosystem with heart and inspiration

    Perfumery & Beauty We built a unique ecosystem with heart and inspiration Our unique ecosystem Our heart Our inspiration Innovation, creation and consumer insights as business drivers Fine Fragrance Ingredient palette Global Consumer Brands Specialty Briefs Creation & Ingredients Innovation Fragranc

  4. Slide 4: Clear strategic priorities to drive performance as we bring our vision to life

    Perfumery & Beauty Clear strategic priorities to drive performance as we bring our vision to life Our vision Our strategic priorities Beyond well-being • Accelerate momentum in Regional Consumer Brands, Fine Fragrance & Skin Care Ingredients Uniting delight & care • Strengthen our leadership positio

  5. Slide 5: We transformed to be future-ready

    Perfumery & Beauty We transformed to be future-ready Adjusted New M&A Capability portfolio organization integration investments • €250m • Clarity • Past acquisitions • Innovation commodity fully integrated into • Accountability • Operational excellence divestments operating model & Pinova, Aroma • E

  6. Slide 6: We delivered strong performance since the last Capital Markets Day

    Perfumery & Beauty We delivered strong performance since the last Capital Markets Day Sales, €m Adj. EBITDA, €m Delivered 5% Avg. OSG 2023-2025 LfL Avg. Adj. EBITDA Avg. OSG 5% growth 7% • Perfumery: high mid-single digit 3,776 842 3,760 815 3,546 • Ingredients: low mid-single digit 737 Stepped up o

  7. Slide 7: 2026 starts with a solid pipeline of 2025 wins

    Perfumery & Beauty 2026 starts with a solid pipeline of 2025 wins Strong momentum Increasing partnership Accelerating Innovation supporting on 2025 wins with Regional in Fine Fragrance consumer benefits & Customers creation differentiation New Wins Adoption Index Secured >90% of targeted Doubled win

  8. Slide 8: Many successful Fine Fragrance launches in 2025

    Perfumery & Beauty Many successful Fine Fragrance launches in 2025 PRADA, DOLCE & GABBANA, KAYALI, Paradigme My Devotion Vanilla Candy Rock Sugar Avant-gardist Solar gourmand signature, Sparkling delicious ambery-woody masculine balancing pear flower with vanilla bubble gum signature Marie Salamagne

  9. Slide 9: We leverage major innovations in new launches

    Perfumery & Beauty We leverage major innovations in new launches Our Science Capabilities Our 3 Innovation Platforms – major 2025 launches Popscent® Eco (long-lasting freshness) Formulation & material science HaloScent® fusions (continuous scent release over time) Chemical & process science Technolo

  10. Slide 10: Delivering results in 2026

    Perfumery & Beauty Delivering results in 2026 Market • Limited visibility context • Cautious consumer sentiment • Deliver product superiority through fragrance Consumers • Long-lastingness, blooming, freshness, wellness, malodor control… • Consumer Fragrance: continue win momentum and expand based o

  11. Slide 11: Well-positioned to deliver 2026 and beyond

    P&B Summary Well-positioned to deliver 2026 and beyond Organic sales growth, • P&B unique ecosystem focused on 2028+ creativity and customer & consumer intimacy 5-6% • Solid transformation since 2023, building foundation for future growth • A team committed to win, agile, Adj. EBITDA margin, resilie

  12. Slide 12: 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

  13. Slide 13: We bring progress to life

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

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