Beiersdorf Ag · XETR:BEI
Beiersdorf — 9M 2024 Earnings Presentation
21 slides from Beiersdorf's earnings presentation, Oct 24, 2024
Slide 1: 9M Results
9M RESULTS Hamburg, October 24, 2024 Astrid Hermann, Vincent Warnery
Slide 2: Beiersdorf Maintains Strong Growth
BEIERSDORF MAINTAINS STRONG GROWTH +7.3 +6.5 % % +9.4% +8.8% +5.1% -7.3% +3.1%
Slide 3: North America, Derma, NIVEA, FY Guidance
NORTH AMERICA DERMA NIVEA FY GUIDANCE
Slide 4: Rebound North America
REBOUND NORTH AMERICA +11.1 %
Slide 5: Rebound North America
REBOUND NORTH AMERICA DERMA FACE THIAMIDOL AQUAPHOR LAUNCH LAUNCH +16%
Slide 6: NIVEA on Track
NIVEA ON TRACK +9.4 % +5.9 %
Slide 7: NIVEA 2025
NIVEA 2025 >45% LAUNCHES & RELAUNCHES
Slide 8: Derma
DERMA +19.6 % +10.0 %
Slide 9: Launch of Epicelline
LAUNCH OF EPICELLINE EU & EM No.1 SKIN CARE
Slide 10: La Prairie
LA PRAIRIE - 8.0%
Slide 11: La Prairie
LA PRAIRIE BREAKTHROUGH PRICE POINT LOCAL CONSUMER
Slide 12: Chantecaille
CHANTECAILLE +4.9% +4.8% +4.0%
Slide 13: T Mall Domestic Celebrity Grand Launch
T MALL DOMESTIC CELEBRITY GRAND LAUNCH
Slide 14: 9M 2024
9M 2024
Slide 15: Group
GROUP 2023 2024 JAN – SEP JAN – SEP CHANGE in € million in € million Nominal Organic Consumer 5,994 6,261 +4.4% +7.3% tesa 1,262 1,289 +2.2% +3.1% Group 7,256 7,550 +4.0% +6.5%
Slide 16: Consumer
CONSUMER +12.5 +10.0 +6.1 +5.7 +6-8% FY 2023 Q1 2024 Q2 2024 Q3 2024 FY Guidance
Slide 17: Consumer
CONSUMER +5.7 +5.3 % % +5.9% +10.0% +7.7% -8.0% +3.5%
Slide 18: Consumer
CONSUMER Europe +5.2% 2,768 +11.2% +1.8% +3.7% 580 767 2,188 Americas Africa, Asia +6.0% & Australia 1,752 +9.3% 985 +11.8% 1,741
Slide 19: Automotive and Electronics (tesa)
AUTOMOTIVE +3.1% AUTOMOTIVE ELECTRONICS +3. 5% CONSUMER
Slide 20: Guidance 2024
GUIDANCE 2024 2023 data for reference Consumer (excluding special factors): • Consumer EBIT margin 12.9% tesa EBIT margin 16.0% • Group EBIT margin 13.4% tesa • • Total Group • •
Slide 21: Thank You
THANK