Slide 1: First-Half 2026 Results
18 September 2026 FIRST - HALF 2026 RESULTS Analyst and investor presentation
Slide 2: Business and Financial Review
part 01 BUSINESS AND FINANCIAL REVIEW
Slide 3: First Half 2026 Highlights
FIRST HALF 2026 HIGHLIGHTS • Organic revenue growth of +2.8% with contrasting trends across the Group's divisions • Recurring EBITDA of €94m and margin of 21.1%, remaining at a high level • Continued investment in industrial capacity, commercial expansion and IT systems • Opening of a new creation c
Slide 4: +2.8% Organic Growth in the First Half
+2.8% ORGANIC GROWTH IN THE FIRST HALF • Solid organic revenue H1 2026 – CHANGE IN REVENUE (in €m) performance driven by a strong rebound in Fragrances +2.8% -3.0% • Organic growth of +4.9% -0.3% in Q1 and +0.7% in Q2 • Slightly negative scope effect, notably reflecting -0.5% reported growth the dec
Slide 5: Contrasting Trends Across Divisions
CONTRASTING TRENDS ACROSS DIVISIONS • Softer Raw Materials performance against a H1 2026 –REVENUE BY DIVISION in €m, organic change in % demanding comparison base RAW MATERIALS (24% OF H1 2026 FRAGRANCES (40% OF H1 2026 REVENUE) REVENUE) • Strong Fragrances momentum, supported by niche brands and+0.
Slide 6: A Balanced Geographical Mix with Asia and Latin America Key Growth Drivers
A BALANCED GEOGRAPHICAL MIX WITH ASIA AND LATIN AMERICA KEY GROWTH DRIVERS H1 2026 – BREAKDOWN OF REVENUE BY REGION (SHIP TO), organic change in % NORTH AMERICA 31% EUROPE MEA ASIA -0.8% vs. H1 2025 43% 16% +11.7% vs. H1 2025 -0.8% vs. H1 2025 LATIN AMERICA 10% +21.2% vs. H1 2025 H1 results 2026 6
Slide 7: Sustained Profitability in the First Half
SUSTAINED PROFITABILITY IN THE FIRST HALF SIMPLIFIED INCOME STATEMENT (in €m) Selected P&L items. Immaterial lines omitted H1 2026 in % H1 2025 in % Revenue 444 446 Cost of Goods Sold (179) -40.3% (182) -40.8% Gross profit 265 59.7% 264 59.2% External Expenses (66) -14.9% (65) -14.6% Personnel Expen
Slide 8: Sound Cash Generation Supporting Long-Term Investments
SOUND CASH GENERATION SUPPORTING LONG - TERM INVESTMENTS • Operating cash flow increased to €40m from €32m in H1 2025, H1 2026 RECURRING EBITDA TO FCF RECONCILIATION (in €m) benefitting from lower tax payments despite lower recurring EBITDA • Working capital evolution mainly reflected higher +0.5% i
Slide 9: Advancing Sustainability Performance and Commitments
ADVANCING SUSTAINABILITY PERFORMANCE AND COMMITMENTS 67 CSR verified or certified* supply chains New certifications obtained Ongoing action plans are being since January 2026 such as deployed following the SBTi approval Damascena Rose in Bulgaria of Robertet’s near-term and long-term science-based e
Slide 10: Outlook & Long-Term Ambitions
part 02 Outlook & long - ter m ambitions
Slide 11: 2026 Outlook
2026 OUTLOOK • Navigating a more moderate environment while continuing to invest for future growth • Organic growth of between +3% and +5% for FY 2026 • Key trends expected in H2: o Continued momentum in Fragrance, new growth regions and a growing contribution from recently won customers o Resilient
Slide 12: A Reaffirmed Long-Term Ambition and Plan: Seed to Success 2030
A REAFFIRMED LONG - TERM AMBITION AND PLAN: SEED TO SUCCESS 2030 AMBITION DRIVERS • To achieve • Growth will be driven by €1.1 to €1.2bn in revenue a combination of organic by 2030 expansion and targeted acquisitions • Average annual revenue growth of 5% to 7% from • All four divisions of the group
Slide 13: Robertet
ROBERTET
Slide 14: Thank You
THANK YOU