Seb Sa · EURONEXT:SK
Seb Sa — Groupe SEB — 9M 2025 Earnings Presentation
41 slides from Seb Sa's earnings presentation, Oct 23, 2025
Slide 1: Groupe SEB 9-Month 2025 Sales and Financial Data
GROUPE SEB Ecully | 23 October 2025 here www.groupeseb.com
Slide 2: Disclaimer
9-MONTH 2025 SALES AND FINAN DISCLAIMER This presentation ma situation. Uses fore ie: cae ann orunforeseeable de 23/10/2025
Slide 3: Agenda
9-MONTH 2025 SALES AND FINAN 01 9M-25 eifapes os we ‘ and abate csewecn 02 Sales 03 ORFA 04 Outlooks O05 23/10/2025
Slide 4: 9M-25 key figures and review of 2025 outlook
Slide 5: Q3 and 9-month key figures
Q3 sales €1,916m =1.2°% LFL vs 2024 9-month sales €5,664m +0.0% LFL vs 2024 =v. © me 9-month ORfA €267m -€177M vs 2024 _ Le ae Q3 ORFA €148m -€52mM vs 2024 23/10/2025
Slide 6: Review of the revised 2025 outlook: Sales
9-MONTH 2025 SALES AND FINANCIAL DATA Review of the revised 2025 outlook be _ . | Sales | 23 July Persistent disturbances in North America in H2 Overall improvement in organic performance in H2 fueled by: > Good momentum expected in EMEA > Continued growth in China and the rest of Asia > Return to g
Slide 7: Review of the revised 2025 outlook: ORfA
9-MONTH 2025 SALES AND FINANCIAL DATA Review of the revised 2025 outlook | ORfA 23 July Consideration of H1 results, down vs. 2024 Persistent uncertainty related to tariffs Return to growth in results expected in H2 fueled by: > Improvement in growth in Consumer > Accretive effect on margins of the
Slide 8: Sales
Slide 9: 9-month organic sales stable
9-MONTH 2025 SALES AND FINANCIAL DATA 9-month organic sales stable... Sales in€m 5,725 Organic growth Currency effect +0.0% -2.2% -1.1% 9M 2024 9M 2025 23/10/2025
Slide 10: Slight organic decrease in Q3
9-MONTH 2025 SALES AND FINANCIAL DATA including a slight organic decrease in Os... 3 Sales in€m Organic growth Currency effect -1.2% -3.0% Q3 2024 — Q3 2025 23/10/2025 acl
Slide 11: 9-month currency effect
SEB 9-month currency effect in€m 10 _ am — es || = -10 -20 -30 Q1:-€7m -40 Q2:-€57m Q3:-€60m -50 RUB = CHF PLN AUD CAD ARS UAH KRW EGP COP BRL [USD] MXN TRY [CNY] Others
Slide 12: Sales by activity
9-MONTH 2025 SALES AND FINANCIALDATA Sales by activity 9-MONTH SALES €5,664m -1.1% reported +0.0% LFL Professional €730m €4,934m +0.5% -1.3% -7.9% LFL +1.2% LFL TE RS TE €233m &£f €l, 683m +0.9% -4.0% -4.1% LFL -0.8% LFL 3 Tes EG
Slide 13: Professional 9-month 2025
SEB h 2025 One-off negative effect linked to the consolidation of Sofilac in 2024 6 months of activity consolidated in Q3 2024 > unfavorable comparison base €73 O m Sales +2.4% LFL excluding this accounting effect +0.5% -7.9% LFL ; : Professional Coffee: return to growth, less than expected (c. +3%
Slide 14: FINANCIALDATA
9-MONTH 2025 SALES ANDFINANCIALDATA WME 1100S Ee 23/10/2025
Slide 15: Consumer 9-month 2025
9-month 2025, €4,934m -1.3% +1.2% LFL Q3 2025 €1,6835m -4.0% -0.8% Lh 0:5%LFL excluding LP A softer-than-anticipated Consumer activity in Q3 overall... Less buoyant markets globally, particularly France and Germany Retailers’ wait-and-see attitude still strongly impacting sales in the US .. but some
Slide 16: Organic growth in Consumer sales: Americas and Asia
AMERICAS 9M-25: -7.3% North America Pee = O2-25 Q3-25 Q1-25 South America +1.5% Q1-25 Q2-25 Q3-25 Q1-25 Q2-25 Q2-25 Q1-25 Q3-25 Q3-25 ASIA 9M-25: +3.6% China +3.5% [I] +3.2% ff +3.5% Q1-25 Q2-25 Q3-25 Other Asian countries 47.7% 44.9% BPs Q1-25 Q2-25 Q3-25 Organic growth in Consumer sales
Slide 17: Consumer Americas 9-month 2025
9-month 2025 €730m -13.1% -7.3% LFL In€ million | Q3 2024 ac % LFL North America ie ath South America <A North America: still-marked wait-and-see attitude from US retailers > Retailers cautious about inventory-building and replenishment > Import patterns significantly disrupted, lag effect on sales
Slide 18: Material changes in tariffs
9-MONTH 2025 SALES AND FINANCIAL DATA Material changes in tariffs > Still volatile tariff situation > “Section 232”: 50% tariffs on steel / aluminum (raw material content) > “Reciprocal tariffs” to date : China 30% / Vietnam 20% / Switzerland 39% Implementation of measures to offset most of the tari
Slide 19: Consumer Asia 9-month 2025
9-month 2025 €1,726m +0.8% +3.6% LFL China 43.5% Other Asian countries “AlGgsb SEB China: continued positive trends in Q3. > Moderate but solid growth since the beginning of the year > Fueled by a high level of digital marketing investment > Consolidation of Supor’s global leadership in its key cate
Slide 20: Consumer EMEA 9-month 2025
9-MONTH 2025 SALES AND FINANCIAL DATA Consumer -EMEA 9-month 2025 €2,478m +1.3% +2.4% LFL Western Europe: softer-than-anticipated activity > Core business organic growth of 4.3% in Q3 (excl. LP) > Double-digit growth in Q3 for cookware, floor care and linen care continuing H1 trend > Performance in
Slide 21: EMEA - Versatile vacuum cleaners
9-MONTH 2025 SALES AND FINANCIAL DATA < a EMEA - Versatile vacuum cleaners Europe* f fe No. 2 in Ii f X-Force Flex > TM units sold since 2024 23/10/2025 €¢
Slide 22: EMEA - Floor washers
9-MONTH 2025 SALES AND FINANCIAL DATA ¢ a EMEA - Floor washers Rollout in 70 countries since 2024 X-Clean 10 Bestseller in Europe*« 23/10/2025 X -CLEAN
Slide 23: Launch in France: air fryer and pressure cooker
Launch in France in Q3-25 AIR FRYER + PRESSURE COOKER ne and only cooking appliance a
Slide 24: Cookware Fusion Core launch
bh FF. ~~ Leader in multi-materials / coatings including ceramic Fusion Core launch in H2-25 in Europe «= \ CERAMIC / — ULTIMATE — DURABILITY FUSION / CORE INFUSED MATRIX CORE / Ceramic 4x more resistant«
Slide 25: Consumer - Performance by product range
9-MONTH ALES AND FINAI ATA Consumer - Performance by product range Consumer product ranges Change in 9M 2025 sales vs 9M 2024 sales, LFL, excl. LP Personal Electrical Cookware care cooking
Slide 26: ORfA
SEB
Slide 27: 9M and Q3 ORfA
SEB 9M ORFA Q3 ORFA > ORfAdownvs. 2024: -€52m in Q3 vs. -€119m in H1 €267m €1 48m > Q3 sales slightly below 2024 and impact on operational leverage -39.8% vs 2024 -26.2% vs 2024 > Continuation in Q3 of results decline in North America, close to that of H1 (-€20m yoy) > Strengthening of the euroand o
Slide 28: Slide 28
Slide 29: Outlook
Slide 30: Action plan Q4 2025
9-MONTH 2025 SALES AND FINANCIAL DATA Action plan Q4 2025 > Growth acceleration in the most promising segments > Intensive product launches with optimized multi-channel activation > Sustained and targeted marketing & advertising investments in a period dense of commercial events (Black Friday, Chris
Slide 31: Launch of a plan to 2027
9-MONTH 2025 SALES AND FINANCIAL DATA Launch of a plan to 2027 Situation & objectives > Restore our growth momentum and profitability standards > Adapt to the rapid shift in our markets Implemented actions ... .. designed to: . . . . > Accelerate our growth by substantially increasing > Approximatel
Slide 32: Outlook for 2025
Slide 33: Appendices
Group sales Professional 13% Consumer 87% Consumer sales Other Asia Th South America 5% North America 10% SEB
Slide 34: Group sales and Consumer sales
SEB Group sales Consumer sales Professional Consumer 12% 88% Other Asia 6% gg" China 24% €1,683m -0.8% LFL South America 5% North America 12%
Slide 35: Group sales and Consumer sales Q3
9-MONTI SALES AND FINANCIAL DATA Ql sales by region 12024 As reported 12025 LFL 786 798 EMEA +1.5% +2.5% Western Europe 515 515, +0.1% 0.0% Other countries 271 282 +4.2% 47.2% 246 235 4.3% +0.1% 155, 159 42.2% 44.9% 30 76 -15.5% -8.3% ASIA +5.9% 44.2% China 45.5% 43.5% Other Asian countries +7.6% +7
Slide 36: Q1 sales by region
9-MONTI SALES AND FINANCIAL DATA Q2 sales by region 922024 As reported 22025 LFL 769 794 EMEA +3.3% +4.4% Western Europe 515 550 +6.9% +6.8% Other countries 254 244 -4.0% -0.3% 271 219 -19.0% -10.5% 181 147 -18.6% -11.5% 30 72 -19.6% -8.4% ASIA 566 -0.8% +3.6% China -1.8% 43.2% Other Asian countries
Slide 37: Q2 sales by region
9-MONTI SALES AND FINANCIAL DATA Q3 sales by region Q3 2024 As reported Q3 2025 LFL EMEA -0.6% 40.4% Western Europe 600 606 +0.9% 41.0% Other countries 291 280 -3.8% -0.7% 324 275 -15.0% 10.3% 241 196 -18.7% -14.4% 83 80 -4.4% 41.5% ASIA 538 -3.1% +3.0% China -2.7% 43.5% Other Asian countries -4.8%
Slide 38: Q3 sales by region
9-MONTH 2025 SALES AND FINANCIAL DATA 9-month sales by region EMEA 2,447 2,478 41.3% +2.4% 40.4% Western Europe 1,630 1,672 +2.6% +2.5% 41.0% Other countries 816 807 1.2% 42.1% -0.7% 840 730 13.1% -7.3% -10.3% 577 -13.0% -8.3% 14.4% 263 13.4% -5.2% +1.5% ASIA 1,712 +0.8% +3.6% +3.0% China 1,381 +0.5
Slide 39: 9-month sales by region
9-MONTH 2025 SALES AND FINANCIAL DATA Glossary ‘The amounts and growth rates at constant (or organic) exchange rates and consolidation scope ina given year compared with the previous year are calculated: using the average exchange rates of the previous year for the period in consideration (year, hal
Slide 40: Glossary
9-MONTH S AND FINANCIAL DATA Agenda Events - 2026 pre-market | after market closes 2:30 p.m. after market closes after market closes 2025 Sales and results Q1 2026 Sales and financial data Annual General Meeting H1 2026 Sales and results Nine-month 2026 Sales and financial data
Slide 41: Agenda: Events 2026
9-MONTH 2025 SALES AND FINANCIAL DATA Contacts Analyst/Investor Relations Groupe SEB Investor Relations and Financial Communications Dept. Raphaél Hoffstetter Guillaume Baron rhoffstetter@groupeseb.com gbaron@groupeseb.com comfin@groupeseb.com Media Relations Groupe SEB Corporate Communication Depar