Beiersdorf Ag · XETR:BEI
Beiersdorf — Q1 2025 Earnings Presentation
15 slides from Beiersdorf's earnings presentation, Apr 15, 2025
Slide 1: Q1 2025 Results
Q1 2025 RESULTS Hamburg, April 15, 2025 Astrid Hermann, Vincent Warnery
Slide 2: Q1 2025 meets expectations, on track to reach FY guidance
Q1 2025 MEETS EXPECTATIONS STRONG DERMA ON TRACK TO REACH FY GUIDANCE OUTPERFORMANCE CONTINUES SETTING THE FOUNDATION INNOVATION & WHITE SPACES FOR FUTURE SUCCESS IN CHINA CONTINUE TO FUEL GROWTH
Slide 3: First quarter as expected, full year guidance maintained
FIRST QUARTER AS EXPECTED FULL YEAR GUIDANCE MAINTAINED CONSUMER GROUP + 2.3% +3.6% Q1 2025 NIVEA DERMA HEALTHCARE LA PRAIRIE TESA +2.5% +11.4% +10.8% –17.5% +10.7% organic sales growth, NIVEA incl. Labello
Slide 4: NIVEA with robust growth
NIVEA WITH ROBUST GROWTH TOUGH Q1 2024 COMPARISON NIVEA 2024 NIVEA 12.6% Q1 2025 +2.5% 9.8% 7.9% 5.9% Q1 Q2 Q3 Q4 organic sales growth, NIVEA incl. Labello
Slide 5: Derma outperformance in core and white spaces
DERMA OUTPERFORMANCE IN CORE & WHITE SPACES EUROPE +7.9% NORTH AMERICA +10.4% EMERGING MARKETS +18.5% Q1 organic sales growth
Slide 6: Future success in China: setting the foundation
FUTURE SUCCESS IN CHINA SETTING THE FOUNDATION REFOCUS TRAVEL OF NIVEA IN RETAIL CHINA CONSUMER DESTOCKING EXCL. GREATER CHINA + 4.0% Q1 organic sales growth
Slide 7: Future success in China: thiamidol launch
FUTURE SUCCESS IN CHINA THIAMIDOL LAUNCH LAUNCH 2026 APPROVAL 2024
Slide 8: Innovation & white spaces
INNOVATION & WHITE SPACES CHANTECAILLE NIVEA INDIA +15.9% +31.9% EPICELLINE REPURCHASE RATE 2x FACE USA +37.2% VS. TOP COMPETITOR Q1 organic sales growth
Slide 9: Innovation & white spaces: next generation plasters
INNOVATION & WHITE SPACES NEXT GENERATION PLASTERS Q1 +10.8%
Slide 10: Q1 2025 Financials
Q1 2025 FINANCIALS
Slide 11: Group net sales
GROUP NET SALES 2024 2025 GROWTH RATE JAN. - MAR. JAN. - MAR. IN € MILLION IN € MILLION NOMINAL ORGANIC CONSUMER 2,207 2,250 +1.9% +2.3% TESA 397 441 +11.2% +10.7% GROUP 2,604 2,691 +3.3% +3.6%
Slide 12: Consumer regions
CONSUMER REGIONS Europe 1.7% + 995 Eastern Europe 0.3% North America + 3.0% Western Europe + 2.1% + 207 294 788 Americas 3.7% + Latin America Africa, Asia & Australia 614 +4.3% + 1.9% 320 641 Q1 organic sales growth, nominal sales in € million
Slide 13: tesa
TESA AUTOMOTIVE CHALLENGING ENVIRONMENT Q1 +10.7% ELECTRONICS GOOD MOMENTUM CONSUMER organic sales growth SLOWING MARKET
Slide 14: Guidance 2025
GUIDANCE 2025 2024 data for reference CONSUMER (excluding special factors): Consumer EBIT margin 13.4% Organic sales growth 4-6% tesa EBIT margin 16.3% Group EBIT margin 13.9% EBIT margin +50bps vs. previous year TESA Organic sales growth 1-3% EBIT margin around 16% TOTAL GROUP Organic sales growth
Slide 15: Thank you
THANK YOU