Slide 1: Q3 2025 Results presentation
Q3 2025 Results presentation Yannick Fierling, President and CEO Therese Friberg, CFO Ann-Sofi Jönsson, Head of IR & Sust. Reporting
Slide 2: Q3 results - highlights
Q3 results - highlights Continued good growth in a challenging market environment Market share gains for main brands Improved operating earnings, with good progress on cost savings Strategic progression – organizational changes – one step towards increased customer and consumer centricity AB ELECTRO
Slide 3: Good growth and improved operating income
Good growth and improved operating income SEKm Q3 2025 Q3 2024 Change Organic sales growth Net sales 32,318 33,286 -2.9% Organic growth 4.6% 6.2 % -1.6pts • Organic sales growth mainly driven by positive Divestments -0.9 % 0.0 % -0.9 pts development in North America Currency -6.6% -6.7% 0.1 pts • In
Slide 4: Europe, Asia-Pacific, Middle East, and Africa
Europe, Asia-Pacific, Middle East, and Africa SEKm Q3 2025 Q3 2024 Change Slight organic sales growth Net sales 13,682 14,363 -4.7% Organic growth 1.7% 2.9% -1.3pts • Electrolux and AEG continued to gain market shares, Divestments -2.2% 0.0 % -2.2pts supported by the roll-out of recently launched AE
Slide 5: Overall market demand in Europe increased slightly
Overall market demand in Europe increased slightly European core appliances market - total European shipments, quarterly unit comparison y-o-y Market in Europe +1% in Q3 2025 vs. Q3 2024 and -11% vs Q3 2019 Source: Electrolux estimates. As from Q1 2020, Russia is excluded. Electrolux estimates are s
Slide 6: Strengthening of our brands
Strengthening of our brands Recently launched marketing campaign for Electrolux AB ELECTROLUX – Q3 2025 5
Slide 7: AEG unveils new silent and efficient dishwasher
AEG unveils new silent and efficient dishwasher AB ELECTROLUX – Q3 2025 6
Slide 8: North America
North America SEKm Q3 2025 Q3 2024 Change Double-digit organic sales growth Net sales 11,782 11,434 3.0 % Organic growth 10.9 % -0.3% 11.2 pts • Higher volumes and positive mix, driven by increased shop -7.9% -3.6% Currency -4.3pts floor space with strong market reception of new EBIT 25 -249 N/A inn
Slide 9: Overall market demand in U.S. largely unchanged
Overall market demand in U.S. largely unchanged U.S. core appliances market - U.S. shipments, quarterly unit comparison y-o-y *Source: Based on the AHAM Factory Shipment Report. Q3 2025 is a comparison of weeks between June 29, 2025 – September 27, 2025 vs June 30, 2024 – September 28, 2024. Core ap
Slide 10: Latin America
Latin America SEKm Q3 2025 Q3 2024 Change Consumer demand increased Net sales 6,854 7,489 -8.5% • Consumer demand growth in Brazil affected by inflationary Organic growth 0.3 % 25.8% -25.5pts pressure and economic uncertainty Currency -8.8% -21.7% 12.9pts • Competitive pressure increased in the regi
Slide 11: Cost reduction target well on track
Cost reduction target well on track Cost reduction1 2025 y-o-y, SEKbn SEK 3.5-4.0bn targeted cost reductions in 2025 3.5-4.0bn — Acceleration of product cost reductions — Increased material sourcing from best-cost countries — Continue to accelerate benefits from global scale — Carry over from cost o
Slide 12: Electrolux Food Foundation hits 2030 target
Electrolux Food Foundation hits 2030 target Electrolux Food Foundation Since its launch in 2016, the Foundation delivered initiatives in +40 countries globally, in a collaborative effort together with Electrolux Group`s employees and partners. 300,000+ children and adults have now been educated on s
Slide 13: Electrolux Group Q3 2025 Therese Friberg, CFO
Electrolux Group Q3 2025 Therese Friberg, CFO
Slide 14: Sales and EBIT Bridge
Sales and EBIT Bridge SEKm Q3 2024 Volume/ Innovation/ Cost External Acquisition/ Q3 2025 price/mix marketing1 efficiency2 factors3 divestment4 Net Sales 33,286 1 418 -2 091 -295 32,318 Growth % 4.6% -6.6% -0.9% -2.9% EBIT excl NRI4 717 384 -155 760 -785 -31 890 EBIT excl NRI % 2.2% 2.8% Accretion/
Slide 15: Operating cash flow
Operating cash flow SEKm Q3 2025 Q3 2024 • Positive operating cash flow, driven by EBIT improved operating income 890 349 D/A and other non-cash • Negative development of working capital items 1,298 1,992 related to a seasonal build-up of receivables and relatively high inventory level Change in ope
Slide 16: Solid liquidity and maturity profile
Solid liquidity and maturity profile SEKbn • Q3: amortization of long-term borrowings of SEK 1,088m • SEK 2,627m of new long-term debt issued • Electrolux issued three new bonds totaling SEK 1,800m and EUR 75m, under the Electrolux Euro Medium Term Note (EMTN) program • For remaining part of 2025, l
Slide 17: Outlook and summary
Outlook and summary AB ELECTROLUX – Q3 2025
Slide 18: Market outlook FY 2025 per region remains
Market outlook FY 2025 per region remains Europe, Asia- Neutral Pacific North America Neutral/ Negative Latin America Neutral Electrolux estimates for industry shipments of core appliances, units year-over-year Latin America includes the ABC-countries, Asia-Pacific includes ANZ and SEA. Note: Market
Slide 19: Electrolux business outlook partly revised
Electrolux business outlook partly revised Business Outlook1 y-o-y FY 2025 Comments Volume/price/mix2 Positive Positive, driven by growth in focus categories Investments in consumer experience Negative, Increased investments in marketing to capitalize on product offering, innovation and marketing3 i
Slide 20: Executing on long-term strategic priorities in Q3
Executing on long-term strategic priorities in Q3 Improve • Increased market share North America • Compensated for majority of U.S. tariff related costs increases, despite a pressured pricing environment • Organic growth in a challenging market Profitable growth • Strong market position in Latin Ame
Slide 21: Organizational changes to increase consumer centricity
Organizational changes to increase consumer centricity Patrick Minogue Leandro Jasiocha Eduardo Mello Head of Region North America Head of Region Head of Region Latin America Europe, Middle East and Africa Region Asia-Pacific (focus mainly on commercial activities) introduced to respond faster to cu
Slide 22: Factors affecting forward-looking statements
Factors affecting forward-looking statements This presentation contains “forward-looking” statements that reflect the company’s current expectations. Although the company believes that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such e
Slide 23: Q&A
Q&A AB ELECTROLUX – Q3 2025
Slide 24: Appendix
Appendix AB ELECTROLUX – Q3 2025 23
Slide 25: Earnings contribution from price/mix
Earnings contribution from price/mix Business Area Q3, y-o-y Comments on Q3 y-o-y Europe, Asia-Pacific, Middle Increased promotions and negative price, partly offset by positive mix Negative East and Africa North America Positive Driven by positive price and favorable mix Negative price, as well as
Slide 26: Electrolux Group
Fd) Electrolux Group