Slide 1: Q4 2025 Results presentation
Q4 2025 Results presentation Yannick Fierling, President and CEO Therese Friberg, CFO Ann-Sofi Jönsson, Head of IR & Sust. reporting
Slide 2: 2025 – strengthened market position and improved profitability
2025 – strengthened market position and improved profitability Progression towards FY 2025 results summary financial targets • Organic sales of SEK 131,282m (136,150) with an organic SEK bn Net sales Organic growth sales growth of 3.9% (5.1) 140 20% 135 131,282 15% 130 125 10% 3.9% • Improvement in
Slide 3: Q4 - Growth in focus categories supported organic sales increase
Q4 - Growth in focus categories supported organic sales increase SEKm Q4 2025 Q4 2024 Change Positive organic sales growth Net sales 35,112 37,968 -7.5% Organic growth 2.0% 11.5% -9.5 pts • Driven by growth in focus categories in Europe, Asia Pacific, Divestments -0.6 % -0.3 % -0.3 pts Middle East,
Slide 4: Europe, Asia-Pacific, Middle East, and Africa
Europe, Asia-Pacific, Middle East, and Africa SEKm Q4 2025 Q4 2024 Change Electrolux and AEG brands gained market shares Net sales 16,199 16,892 -4.1% Organic growth 3.6% 3.3% 0.4pts • Volume growth and positive mix contribution, Electrolux and Divestments -1.3% -0.6 % -0.7 pts AEG continued to gain
Slide 5: Overall market demand in Europe decreased slightly
Overall market demand in Europe decreased slightly European core appliances market - total European shipments, quarterly unit comparison y-o-y Market in Europe -1% in Q4 2025 vs. Q4 2024 and -10% vs Q4 2019 Source: Electrolux estimates. As from Q1 2020, Russia is excluded. Electrolux estimates are s
Slide 6: North America
North America SEKm Q4 2025 Q4 2024 Change Unfavorable mix in challenging market Net sales 10,690 12,468 -14.3% Organic growth -1.7% 17.0% -18.7pts • Organic sales decline compared to significant increase in Currency -12.5% 2.5% -15.0pts Q4 2024 EBIT -312 45 N/A • Price reduced to remain competitive
Slide 7: Overall market demand in U.S. slightly increased
Overall market demand in U.S. slightly increased U.S. core appliances market - U.S. shipments, quarterly unit comparison y-o-y *Source: Based on the AHAM Factory Shipment Report. Q4 2025 is a comparison of weeks between September 28, 2025 – December 31, 2025 vs September 29, 2024 – December 31, 2024
Slide 8: Latin America
Latin America SEKm Q4 2025 Q4 2024 Change Increased consumer demand Net sales 8,223 8,608 -4.5% • Consumer demand for core appliances is estimated to Organic growth 4.1% 21.8% -17.7pts have been strong in the region. In Brazil, the growth rate is Currency -8.5 % -21.9% 13.3pts estimated to have slow
Slide 9: Executing on cost reduction target
Executing on cost reduction target Cost reduction1 2025 Achieved SEK 4bn cost reductions in 2025 – top y-o-y, SEKbn end of targeted SEK 3.5-4.0bn — Acceleration of product cost reductions SEK 4.7bn — Increased material sourcing from best-cost countries SEK 4.bn SEK 4.bn — Continue to accelerate bene
Slide 10: Electrolux Group Q4 2025 Therese Friberg, CFO
Electrolux Group Q4 2025 Therese Friberg, CFO Classified as Internal
Slide 11: Q4 Sales and EBIT Bridge
Q4 Sales and EBIT Bridge SEKm Q4 2024 Volume/ Innovation/ Cost External Acquisition/ Q4 2025 price/mix marketing1 efficiency2 factors3 divestment4 Net Sales 37,968 704 -3,340 -219 35,112 Growth % 2.0 % -8.9 % -0.6 % -7.5 % EBIT excl NRI4 1,249 -50 -120 1,208 -739 -31 1,517 EBIT excl NRI % 3.3 % 4.3%
Slide 12: FY 2025 Sales and EBIT Bridge
FY 2025 Sales and EBIT Bridge SEKm FY 2024 Volume/ Innovation/ Cost External Acquisition/ FY 2025 price/mix marketing1 efficiency2 factors3 divestment4 Net Sales 136,150 4,932 -8,723 -1,077 131,282 Growth % 3.9 % -6.6 % -0.8 % -3.6 % EBIT excl NRI4 1,666 775 -521 3,957 -2,275 55 3,657 EBIT excl NRI
Slide 13: Operating Cash Flow
Operating Cash Flow SEKm Q4 2025 Q4 2024 SEKm Q4 2025 Q4 2024 Inventories EBIT 2,941 1,778 1,517 1,052 Trade receivables -749 -1,943 D/A and other non- cash items 940 1,673 Accounts payables 207 2,328 Change in Other operating assets, operating assets liabilities and provisions 1,076 -604 3,475 1,55
Slide 14: Solid liquidity and maturity profile
Solid liquidity and maturity profile SEKbn • Q4: amortization of long-term borrowings of SEK 1,973m • SEK 2,180m of new long-term debt issued • Electrolux fully utilized loan facility with European Investment Bank in November, borrowing USD ~230m Data as per December 31, 2025 Net debt/EBITDA • SEK 3
Slide 15: Strong progress on sustainability targets in 2025
Strong progress on sustainability targets in 2025 Key sustainability Status 2025 targets 2030 Scope 1 & 2 reduction1 • Comment Electrolux made significant progress 85% 45% towards its climate targets in 2025 • Emission reductions reflect our commitment to the science-based Scope 3 reduction1 near-te
Slide 16: Delivering on strategic priorities in 2025
Delivering on strategic priorities in 2025 Improve Profitable Strengthen Cost reductions & Agility & North America growth market position increased efficiency speed • Increased market • Organic growth • Several innovations • Cost savings of • Leadership and share, in a of 3.9% FY 2025 launched durin
Slide 17: Driving a cultural transformation
Driving a cultural transformation Strategic drivers Consumer Lifetime preference value creation Cash Cost generation leadership AB AB ELECTROLUX ELECTROLUX –CAPITAL Q4 2025MARKETS UPDATE 2025 17
Slide 18: Changes to the operating model
Changes to the operating model 2025 2026 Ambition: • Increased focus on and closeness to North Latin EA* North Latin EMEA** APAC** our customers America America America America • Innovative product roadmap Global Product Line Taste Adjustments: • By adjustments to our operating Global Product Line C
Slide 19: Market and Business outlook
Market and Business outlook AB ELECTROLUX – Q4 2025
Slide 20: Market outlook FY 2026 per region
Market outlook FY 2026 per region Europe Neutral Neutral/ North America Negative Brazil Neutral Electrolux estimates for industry shipments of core appliances, units year-over-year Note: Market outlook assumes no significant additional impact from the global geopolitical situation. Presented January
Slide 21: Electrolux business outlook 2026
Electrolux business outlook 2026 Business Outlook1 y-o-y FY 2026 Comments Positive, driven by Focus growth in selected product categories, including lifetime value Volume/price/mix2 growth in focus creation, and consequently a positive mix contribution categories Investments in consumer experience N
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 – Q4 2025
Slide 24: Appendix
Appendix AB ELECTROLUX – Q4 2025 24
Slide 25: Earnings contribution from price/mix
Earnings contribution from price/mix Business Area Q4, y-o-y Comments on Q4 y-o-y Europe, Asia-Pacific, Middle Increased promotions and negative price, partly offset by positive mix Negative East and Africa North America Negative Increased promotions and negative price Latin America Negative Increas
Slide 26: Electrolux Group
r{) Electrolux Group