Beiersdorf Ag · XETR:BEI
Beiersdorf — Q3 2025 Earnings Presentation
22 slides from Beiersdorf's earnings presentation, Oct 23, 2025
Slide 1: 9M 2025 Results
9M 2025 RESULTS Hamburg, October 23, 2025 Astrid Hermann, Vincent Warnery
Slide 2: Derma Outperformance Continues
DERMA OUTPERFORMANCE MAJOR NIVEA LAUNCHES CONTINUES KICKED-OFF IN SEPTEMBER NIVEA CORE LA PRAIRIE REBALANCING INITIATED BACK BACK TO GROWTH
Slide 3: Gradual Improvement in Challenging Markets
ays 7 GRADUAL IMPROVEMENT IN CHALLENGING MARKETS SKIN CARE 4.0. CONSUMER GROUP + Pde | Ge sr 1 A % Q3 2025 i i NIVEA DERMA HEALTHCARE LA PRAIRIE TESA = 0.4. + 1 2.4: + 9.8:, al .6>, + 0 0. Eucerin [sscsspiest) LA PRAIRIE ‘tesaf \ NIVEA “HEALING OINTMENT eas organic sale:
Slide 4: Market Eucerin
MARKET EUCERIN
Slide 5: Roll-out, China Expansion, Relaunch
EPICELLINE THIAMIDOL DERMOPURE ROLL-OUT CHINA EXPANSION RELAUNCH
Slide 6: Outstanding Growth Across Regions
erin Aquaphor Beiersdorf OUTSTANDING GROWTH ACROSS REGIONS NORTH AMERICA EUCERIN FACE EUROPE NORTH EAST ASIA +8 6x
Slide 7: NIVEA Epigenetics Serum Launched in September
NIVEA EPIGENETICS SERUM LAUNCHED IN SEPTEMBER
Slide 8: NIVEA Face Care Product Launch
Beiersdorf NIVEA ee OD START No.1 FACE CARE PRODUCT ition in initial weeks post launch in key European markets
Slide 9: NIVEA September 2025 Innovations
AeA INNOVATIONS pekO FaeO O D START NIVEA SE Rab > +7.8% organic sales growth Beiersdorf
Slide 10: Slide 10
Slide 11: NIVEA China
NIVEA CHINA Q1 2025 Q2 2025 Q3 2025 Q4 2025
Slide 12: La Prairie Back to Growth
NY LAPRAIRIE Beiersdorf LA PRAIRIE BACK TO GROWTH GLOBAL O3 +1 6% organic sales growth
Slide 13: 9M +16.6% Q3 +19.2%
9M +16.6% Q3 +19.2%
Slide 14: 9M +2.0% Q3 +0.0%
9M +2.0% Q3 +0.0%
Slide 15: Management Change
EW GEO ‘? MANAGEMENT CHANGE
Slide 16: Financials
Slide 17: Group Net Sales
GROUP NET SALES 2024 2025 CHANGE JAN - SEP JAN - SEP IN € MILLION IN € MILLION NOMINAL ORGANIC CONSUMER 6,261 6,251 -0.2% +2.0% TESA 1,289 1,289 +0.0% +2.0% GROUP 7,550 7,540 -0.1% +2.0%
Slide 18: Brands
“We Beiersdorf mw BRANDS SKIN CARE -3.0: CONSUMER GROUP + 2.0: + 2.0: 9M 2025 | | NIVEA DERMA HEALTHCARE LA PRAIRIE +0.6:, +12.3 +8.8« 7.2% + Hensepast LA PRAIRIE NIVEA ee Elastoplast organic sales growth, NIVEA incl. Labello
Slide 19: Regions
ays Beiersdorf Eastern Europe North America Western Europe O e 7 % 12.5: aa : 760 + hel % 2,232 Americas ’ f Africa, Asia ed 2% Latin America & Australia Migs »2.0% +209% 933) 1,749
Slide 20: Outlook
Slide 21: Guidance 2025
GUIDANCE 2025 2024 data for reference CONSUMER (excluding special factors): Consumer EBIT margin 13.4% Organic sales growth around 2.5% tesa EBIT margin 16.3% Group EBIT margin 13.9% EBIT margin +20bps vs. previous year TESA Organic sales growth 1-3% EBIT margin around 16% TOTAL GROUP Organic sales
Slide 22: Thank You