Dsm-firmenich Ag · EURONEXT:DSFIR
Dsm-firmenich — Investor Day (2026)
14 slides from Dsm-firmenich's investor day presentation, Mar 12, 2026
Slide 1: Investor Event 2026 Health, Nutrition & Care
Investor Event 2026 Health, Nutrition & Care Alessandre Keller President HNC
Slide 2: Leading the health & nutrition market with a distinctive footprint
At a glance Leading the health & nutrition market with a distinctive footprint Our presence – sales by business line, segment and region (2025) Biomaterial Biomedical China Vitamin and carotenoid forms Early Life Nutrition LATAM EMEA i-Health B2C APAC Dietary Algal lipids Supplements Other (e.g., Nu
Slide 3: 2023-25 – Improvements delivered. Foundations strengthened
Health, Nutrition & Care 2023-25 – Improvements delivered. Foundations strengthened Where we are coming from What we executed Sales, €m Avg. OSG +1% • High exposure and Scale-up of algal lipids as 2,142 2,102 competitive pressure on sustainable alternative undifferentiated vitamins Scale-up of the s
Slide 4: 2026-28 – Preventative health at scale, across core life-stages with focused execution
Health, Nutrition & Care 2026-28 – Preventative health at scale, across core life-stages with focused execution €7bn 2-4% growth The The €10bn 4-6% growth Growth spaces Beginning Prime Growth spaces of Life of Life Premium Quality and ingredients (e.g., HMOs) reliability (e.g., ARA) €25bn Healthy lo
Slide 5: From B2B to B4B4C, powering scalable growth with a unique innovation engine
Health, Nutrition & Care From B2B to B4B4C, powering scalable growth with a unique innovation engine Hero ingredients toolbox Creation & Application Customer centricity NA LATAM EMEA APAC GC % Sales Algal Lipids (life’s®OMEGA) Receptor & Sensory Science Early Life Nutrition 20% HMOs (GLYCARE®) Perfo
Slide 6: Leverage premium position to accelerate growth
Early Life Nutrition Leverage premium position to accelerate growth Focusing on further scaling HMOs, ARA and supplements Our action plan Winning in HMOs • Continue portfolio • Global market maker in HMOs, with undisputed position premiumization and further in China and authorized in >100 markets gr
Slide 7: Outperform the wider supplement market
Dietary Supplements Outperform the wider supplement market Accelerating our pipeline, broadening our partnerships and science-backed longevity solutions Our action plan Delivering science-back longevity solutions • Lead high-growth health Unique science-backed proprietary solutions for healthy benef
Slide 8: Deploy our distinctive right-to-win in a high-growth market
Medical Nutrition Deploy our distinctive right-to-win in a high-growth market Developing solutions to improve adherence; taste combined with nutrition plays to our strengths Our action plan “Every-day adherence” as key objective • Drive consumption ModulaSENSE® Maskers “adherence” for our customers
Slide 9: Meet today’s consumers to fuel next growth horizon
i-Health Meet today’s consumers to fuel next growth horizon Strengthening brands, channels and portfolio innovation Our action plan AZO® brand refresh & boosted digital marketing • Solidify category leadership via brand building (i.e., Culturelle® From: To: and AZO®) and A&S optimization (grow share
Slide 10: Power regenerative & monitored therapies at scale
Biomedical Power regenerative & monitored therapies at scale Accelerating expansion of preventative health solutions and broadening global footprint Our action plan Innovations towards prevention & monitoring fields • Sustain current #1 position in vascular and orthopedics by Innovative biomaterial
Slide 11: Delivering results in 2026 with a comprehensive action plan
Health, Nutrition & Care Delivering results in 2026 with a comprehensive action plan Market • North America consumer confidence stabilization context • Aging population and GLP-1 positively re-shaping Health & Nutrition • Lead in the portfolio premiumization with HMOs and micro-algal lipids platform
Slide 12: Acceleration ahead, anchored on innovation & value creation through discipline & focused delivery
HNC Summary Acceleration ahead, anchored on innovation & value creation through discipline & focused delivery Organic sales growth, 2028+ • Foundations stabilized, now in full execution to deliver 2026 and beyond 4-6% • Sharp focus on high-potential growth spaces in preventative health, across core
Slide 13: 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
Slide 14: We bring progress to life
We bring progress to life © 2026 dsm-firmenich group.