Oddity Tech Ltd. · NASDAQ:ODD

Oddity Tech — Q4 2025 Earnings Presentation

14 slides from Oddity Tech's earnings presentation, Feb 25, 2026

  1. Slide 1: ODDITY

  2. Slide 2: Disclaimer

    DISCLAIMER This presentation contains estimates and other statistical data made by independent parties and by the Company relating to market size and the concentration of our voting power as a result of our dual class structure; our status as a foreign private issuer; and other risk factors set grow

  3. Slide 3: Our vision is to transform the global beauty & wellness market

    OUR VISION IS TO TRANSFORM THE GLOBAL BEAUTY & WELLNESS MARKET THROUGH ISRAELI TECHNOLOGY & ENTREPRENEURIAL THINKING FOR THE BENEFIT OF CONSUMERS ALL OVER THE WORLD. 3

  4. Slide 4: Our technology platform supports a portfolio of powerhouse brands

    OUR TECHNOLOGY PLATFORM SUPPORTS A PORTFOLIO OF POWERHOUSE BRANDS 4

  5. Slide 5: $ODD Financial Highlights

    $ODD FINANCIAL HIGHLIGHTS $810M $163M $776M Net revenue, Adjusted EBITDA1, Cash, cash equivalents, FY 2025 FY 2025 & investments4 +25% 20% $84M YoY net revenue Adjusted EBITDA Free cash flow3, growth, FY 2025 margin2, FY 2025 FY 2025 Note: 1. Adjusted EBITDA is a supplemental measure of our performa

  6. Slide 6: A rare combination of scale + growth + profitability

    A RARE COMBINATION OF SCALE + GROWTH + PROFITABILITY +25% +27% NET REVENUE GROWTH1 +57% +46% $810 +101% $647 $509 $325 NET REVENUE ($M) $223 $150 $163 $107 $27 $39 ADJUSTED EBITDA2 ($M) 2021 2022 2023 2024 2025 Note: 1. Percentages reflect year-over-year growth rates for the same period of the prior

  7. Slide 7: Digital DTC platform built on data

    DIGITAL DTC PLATFORM BUILT ON DATA 2B+ DATA POINTS1 68M USERS1 Note: 1. As of December 31, 2025 7

  8. Slide 8: Financial Results

    FINANCIAL RESULTS ACTUAL PRIOR FY 2025 FY 2025 FY 2025 FY 2025 November August April NET REVENUE 25% 24 to 25% 23 to 24% 22 to 23% %/$ $810mn $806 to 809mn $799 to 804mn $790 to 798mn GROSS MARGIN 72.7% 72.5% 71.0% 71.0% ADJUSTED EBITDA1 $163mn $161 to 163mn $160mn to 162mn $157mn to 161mn ADJUSTED

  9. Slide 9: Q4 results exceeded guidance

    Q4 RESULTS EXCEEDED GUIDANCE Q4 2025 ACTUAL GUIDANCE NET REVENUE $153mn $149 to 152mn GROSS MARGIN 70.5% 69.0% ADJUSTED EBITDA1 $13mn $10mn to 12mn ADJUSTED DILUTED EPS2 $0.20 $0.11 to 0.13 Note: 1. Adjusted EBITDA is a supplemental measure of our performance that is not required by, or presented in

  10. Slide 10: Q4 2025 Highlights

    Q4 2025 HIGHLIGHTS Q4 2025 vs Q4 2024 Net Revenue $153M +24% Gross Margin 70.5% -220 bps Adjusted EBITDA $13M -17% 1 Adjusted EBITDA margin 8.2% -410 bps 2 Adjusted Diluted EPS $0.20 +3% 3 Note: 1. Adjusted EBITDA is a supplemental measure of our performance that is not required by, or presented in

  11. Slide 11: FY 2025 Highlights

    FY 2025 HIGHLIGHTS FY 2025 vs FY 2024 Net Revenue $810M +25% Gross Margin 72.7% +30 bps Adjusted EBITDA $163M +9% 1 Adjusted EBITDA margin 20.2% -310 bps 2 Adjusted Diluted EPS $2.21 +13% 3 Note: 1. Adjusted EBITDA is a supplemental measure of our performance that is not required by, or presented in

  12. Slide 12: Appendix

    APPENDIX 12

  13. Slide 13: Reconciliation to net income to Adjusted EBITDA

    RECONCILIATION TO NET INCOME TO ADJUSTED EBITDA U.S. dollar in thousands 1 Note: 1. Adjusted EBITDA is a supplemental measure of our performance that is not required by, or presented in accordance with, GAAP. Adjusted EBITDA should not be considered as an alternative to net income or any other perfo

  14. Slide 14: Reconciliation of net cash provided by operating activities to free cash flow

    RECONCILIATION OF NET CASH PROVIDED BY OPERATING ACTIVITIES TO FREE CASH FLOW U.S. dollar in thousands Adjusted EBITDA¹ $ 163,348 $ 150,449 $ 107,334 $ 39,471 1 Note: 1. Free Cash Flow defined as Net Cash from Operating Activities less purchase of Property and Equipment. 28

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