Raisio Plc Class K · OMXHEX:RAIKV
Raisio Plc Class K — Q2 2026 Earnings Presentation
16 slides from Raisio Plc Class K's earnings presentation, Aug 12, 2026
Slide 1: Raisio's H1/2026: A challenging second quarter weighed on first-half performance
Raisio’s H1/2026 A challenging second quarter weighed on first-half performance
Slide 2: Raisio Group's net sales and EBIT H1/2026
RAISIO’S H1/2026 Raisio Group's net sales and EBIT H1/2026 +1.0% -5.6% • The net sales for the Brands & Industrial segment M€ 25 M€ grew by 2.0%. Comparable EBIT grew by 1.9%. 24 -6.9% 120 112.4 113.5 22 • Net sales for Breakfast, Snacking & Food Solutions 20 18.7 20 17.7 grew by 6.2% in the first h
Slide 3: Raisio Group's net sales and EBIT Q2/2026
RAISIO’S H1/2026 Raisio Group's net sales and EBIT Q2/2026 +2.7% -22.7% • The net sales for the Brands & Industrial segment grew M€ M€ by 2.9%. Comparable EBIT decreased by 14.5%. This 12 12 -29.9% was due to the higher marketing expenditure compared 60 54.5 56.0 10.2 to the comparison period. 10 10
Slide 4: An uncertain operating environment, strong long-term drivers
RAISIO’S H1/2026 An uncertain operating environment, strong long-term drivers • Consumer confidence remained fragile, even though positive developments are visible in Finland. The development has been more subdued in the UK. Our strengths include well-known brands, expertise • Price awareness and th
Slide 5: A new owner or tenant for the Kauhava property still being sought
RAISIO’S H1/2026 A new owner or tenant for the Kauhava property still being sought • Due to the expiry of Valio’s sublease in June 2026, the ability of the right-of-use asset relating to the Kauhava property to generate future cash flows was impaired. • A new owner or tenant for the property has not
Slide 6: Our cash flow reflects our preparations for growing uncertainty in the grain market
RAISIO’S H1/2026 Our cash flow reflects our preparations for growing uncertainty in the grain market H1/2026 H1/2025 Cash flow, M€ 11.6 14.8 The cash flow was decreased by our planned investments in securing the Investments, M€ 5.4 4.7 quality and quantity of key grain raw Equity ratio, % 79.3 79.2
Slide 7: Brands & Industrial
RAISIO’S H1/2026 Brands & Industrial Raisio’s current consumer and B2B business, with Europe as the main market. Heart Health UK, B2C net sales Q2/26 €28.7 Finland, B2C Ireland, B2C million Other Breakfast, Snacking Finland, B2C & Food Solutions €26.6 Food Solutions net sales Q2/26 Other million 12
Slide 8: Brands & Industrial segment net sales and EBIT Q2/2026
RAISIO’S H1/2026 Brands & Industrial segment net sales and EBIT Q2/2026 M€ +2.9% M€ BREAKFAST, SNACKING & FOOD SOLUTIONS -14.5% • Sales increased significantly, by approximately 8% from the 12 comparison period. The Elovena® brand continued strong 60 53.7 55.3 10 9.4 growth, up 10%. The result was p
Slide 9: Breakfast, Snacking & Food Solutions net sales Q2/2026
RAISIO’S H1/2026 Breakfast, Snacking & Food Solutions net sales Q2/2026 +7.7% NET SALES BY AREA M€ Finland, B2C Food Solutions Other 30 30 • B2B exports 30 • Expansion markets 26.6 24.7 • Domestic B2B sales (Spain, the Netherlands) 30,0 +8.1% • Sales to professional • Other smaller markets (Scandina
Slide 10: Heart Health net sales Q2/2026
RAISIO’S H1/2026 Heart Health net sales Q2/2026 M€ -1.1% NET SALES BY AREA Other • B2C sales in Poland and Belgium, among other 29.0 28.7 countries 30 30 UK, B2C 30 30 30 • Industrial B2B sales -2.8% +4.5% 20 20 20 Finland, B2C 20 20 Ireland, B2C 12.8 12.4 -11.9% 10.3 +2.2% 9.9 10 10 10 10 10 3.9 3.
Slide 11: Growth is based on sustainability
RAISIO’S H1/2026 Growth is based on SBTi EcoVadis sustainability • The Science Based Targets initiative approved Raisio’s short-term emissions • EcoVadis awarded Raisio with a bronze- level medal, which places Raisio among reduction targets for 2030. the top 35% of all assessed companies. • Raisio h
Slide 12: Where will the emission reductions needed by 2030 come from?
RAISIO’S H1/2026 Where will the emission 4% Scope 1 & 2 | 4% Emission reductions from our own operations reductions needed • Renewable energy and fuels by 2030 come from? • Electrification of fleet 24% Scope 3 non-FLAG | 24% • Emissions need to be reduced by Other value chain emission reductions app
Slide 13: The three cornerstones of our growth strategy
RAISIO’S H1/2026 The three cornerstones of our growth strategy 1 Accelerating growth 2 Investing in new sources of growth 3 Power for growth Our Elovena® brand’s breakfast We are seeking new sources of The business operations of our and snack products and our growth by investing in research and stro
Slide 14: The strategy progresses
RAISIO’S H1/2026 The strategy progresses INVESTMENTS IN THE FUTURE BRANDS & GROWTH KNOWLEDGE-BASED MANAGEMENT • The investment to increase the capacity of the • The distribution of the Benecol® Nokia oat mill has been completed. The yoghurt products launched in • We will acquire a cloud- laboratory
Slide 15: Raisio's outlook 2026
RAISIO’S H1/2026 Raisio’s outlook 2026 Raisio projects that net sales and comparable EBIT for the 2026 financial year will increase compared to 2025. Raisio's profit distribution for the 2025 financial year The AGM on 16 April 2026 decided to pay a dividend of EUR 0.15 per share in accordance with t
Slide 16: Food for Health, Heart and Earth.
Food for Health, Heart and Earth.