Novonesis A/s Class B · OMXCOP:NSIS_B
Novonesis A/s Class B — Investor Day (August 2025)
28 slides from Novonesis A/s Class B's investor day presentation, Aug 21, 2025
Slide 1: Novonesis Strategy 2030
Novonesis Strategy 2030 August 21, 2025
Slide 2: Creating an exceptional company and delivering on merger promises
Grow - Strategy 2030 Creating an exceptional company and delivering on merger promises Tracking to deliver on combination promises through 2025 6-8% organic sales CAGR 37% adj. EBITDA margin Sales synergies Cost synergies Fully focused More customer- Unparalleled A company on biosolutions focused wi
Slide 3: The biosolutions market is expanding
Grow - Strategy 2030 The biosolutions market is expanding Addressing a ~60bn EUR biosolutions market Structural shifts driving increasing biosolutions readiness Illustrative Technology is ready to enable strong Specialty chemicals & biosolutions development ~1,000bn EUR ingredients market Increased
Slide 4: The GROW strategy is focused on execution and building the foundation for growth beyond 2030
Grow - Strategy 2030 The GROW strategy is focused on execution and building the foundation for growth beyond 2030 Enhance our distinctive position Grow the core Accelerate the biosolutions market Financial targets 2030 6-9% ~39% ~16% organic sales CAGR Adj. EBITDA margin by 2030 Adj. ROIC excl. good
Slide 5: Enhance and invest in our distinctive pillars
Grow - Strategy 2030 Enhance and invest in our distinctive pillars Customer Innovation World-class centricity leadership scale • Strong regional commercial • Product superiority to • Resilient and expanding footprint and capability to co-create differentiate and increase value facilities to secure s
Slide 6: Growth driven by our proven algorithm: applications and the core
Grow - Strategy 2030 Grow the core by robust building blocks We are doing well in the most attractive part of the Growth driven by our proven algorithm biosolutions market High New Our core Explorative playing field 2-3% growth opportunities 6-9% Upselling & adjacencies organic sales Applications an
Slide 7: Accelerate the biosolutions market by expanding and exploring
Grow - Strategy 2030 Accelerate the biosolutions market by expanding and exploring Convert explorative growth opportunities into Expanding our technology platform to our core playing field further boost our core and make new Illustrative opportunities possible High Our core playing field Bacteria Ye
Slide 8: Investing in new application areas for biosolutions
Grow - Strategy 2030 Investing in new application areas for biosolutions Biopharma Processing Aids Future Fuels and Chemicals Specialized Nutrition Proteins Biosolutions for biopharmaceutical Biosolutions to optimize conversion Biosolutions to address medical and Description manufacturing as Active
Slide 9: People. Planet. Positive.
Grow - Strategy 2030 - Advocacy Taking the lead on advocacy to accelerate the biosolutions industry Reconfirming sustainability targets Shape and lead the Establish the biosolutions industry positioning industry with partners Amplify our voice through Impact policy and global forums and alliances le
Slide 10: Food & Beverages | A stronger partner across end markets
Grow - Strategy 2030 – Food & Beverages Food & Beverages | A stronger partner across end markets Biosolutions toolbox Delivering on unmet needs Small cost in final product with high strategic value Consumer Customer Bacteria Yeast Strategic value e.g., quality, productivity, Better Health resilience
Slide 11: Food & Beverages: growth driven by stronger footprint and broader biology toolbox
Grow - Strategy 2030 – Food & Beverages Growth driven by stronger footprint and broader biology toolbox Market growth & pricing New • End market volumes expected to grow ~1-2% annually Explorative growth • Value-based pricing Upselling & adjacencies opportunities Applications and ++ solutions Penetr
Slide 12: Human Health | Foundation in place to unlock increasing potential
Grow - Strategy 2030 – Human Health Human Health | Foundation in place to unlock increasing potential Biosolutions Delivering on unmet needs Industry-leading capabilities, trustworthiness toolbox and unique microbiome insights Consumer & Consumer Customer customer understanding Probiotics Enzymes Fi
Slide 13: Human Health: growth from a stronger core with additional opportunities
Grow - Strategy 2030 – Human Health Growth from a stronger core with additional attractive opportunities Market growth & pricing New • Drive above-market growth in probiotics through innovation and Explorative customization Upselling & growth • Continue scaling with Advanced Protein Solutions incl.
Slide 14: Household Care | Driving increased penetration of biosolutions
Grow - Strategy 2030 – Household Care Household Care | Driving increased penetration of biosolutions Biosolutions toolbox Delivering on unmet needs Small cost in final product with high strategic value Consumer Customer Strategic value e.g., quality, productivity, resilience, sustainability Enzymes
Slide 15: Household Care: growth from reformulation and stronger emerging market penetration
Grow - Strategy 2030 – Household Care Growth from reformulation and stronger emerging market penetration Market growth & pricing New • End market volumes expected to grow ~1-2% annually Explorative growth • Value-based pricing Upselling & adjacencies opportunities Applications and + Penetration solu
Slide 16: Agriculture, Energy & Tech | Delivering efficient biosolutions across end markets
Grow - Strategy 2030 – Agriculture, Energy & Tech Agriculture, Energy & Tech | Delivering efficient biosolutions across end markets Biosolutions toolbox Delivering on unmet needs Small cost in final product with high strategic value Consumer Customer Strategic value e.g., quality, productivity, Bact
Slide 17: Agriculture, Energy & Tech: growth from diversified exposure and new opportunities
Grow - Strategy 2030 – Agriculture, Energy & Tech Growth from a well-diversified exposure and new opportunities Market growth & pricing New • End market volumes expected to grow ~1-2% annually Explorative • Value-based pricing Upselling & growth adjacencies opportunities Applications and ++ Penetrat
Slide 18: A stronger innovation platform equipped to unlock new opportunities
Grow - Strategy 2030 – Research & Development A stronger innovation platform equipped to unlock new opportunities Leverage our …and cutting-edge … to deliver more value capabilities… technology platforms… to customers Assays & Translating needs Application Leverage existing and new innovations Custo
Slide 19: Prioritized and structured innovation drives high R&D return
Grow - Strategy 2030 – Research & Development Prioritized and structured innovation drives high R&D return R&D allocation New product innovation Prioritization Prioritization Optimization Technology 10% +20% development 10% Screening of core and explorative early-stage innovation opportunities ~200
Slide 20: Extending innovation and technology leadership
Grow - Strategy 2030 – Research & Development Extending innovation and technology leadership Unlocking growth in core Enabling future capabilities Better functionality through engineered microbes AI-based discovery + Engineering texture in Yeast screening development food platform Binders Beyond Enz
Slide 21: Strengthening position as leading global supplier of biosolutions
Grow - Strategy 2030 – Operations Strengthening position as leading global supplier of biosolutions Unique position in biosolutions Strategic cornerstones to strengthen world-class scale Largest producer of biosolutions Produce current and novel biosolutions Fast scale-up of innovations and tailorma
Slide 22: Enabling growth with enhanced robustness, scalability and profitability
Grow - Strategy 2030 – Operations Enabling growth with enhanced robustness, scalability and profitability Productivity Optimization & synergies Footprint Yield Procurement Portfolio & logistics optimization Automation optimization optimization optimization Strain engineering and Future-proof product
Slide 23: Higher organic sales growth driven by volume, synergies and price
Grow - Strategy 2030 - Financials Higher organic sales growth driven by volume, synergies and price Organic sales growth Robust growth across industries & regions CAGR 6-9% 6-9% CAGR 6-8% 6%1 8% Volume – grow from CAGR core Food & Human Household Agriculture, Beverages Health Care Energy & Tech Syne
Slide 24: Margin expansion from proven structural levers
Grow - Strategy 2030 - Financials Margin expansion from proven structural levers Adjusted EBITDA margin ~39% 37-38% Optimization Value and scale Cost Additional pricing inflation strategic 33.8% Productivity growth investments Investments to increase growth further, e.g., - Commercial presence - Adj
Slide 25: Doubling ROIC while continuing to invest for higher growth
Grow - Strategy 2030 - Financials Doubling ROIC while continuing to invest for higher growth Securing capacity for higher growth Generating strong cash flow Increasing return on invested capital Accelerated growth Higher ~16% profitability 10-12% Asset utilization HSD* Expanding margin Amortization
Slide 26: Staying true to capital allocation principles
Grow - Strategy 2030 - Financials Staying true to capital allocation principles Strong balance sheet 1 Invest for growth Leverage ratio People, innovation and capacity NIBD/EBITDA Could temporarily go higher if acquiring large ~2x strategic assets Acquisitions 2 Complementary businesses and technolo
Slide 27: Novonesis is already present in your everyday life – and this is just the beginning
Grow - Strategy 2030 Novonesis is already present in your everyday life – and this is just the beginning 27 Copyright © 2025 Novonesis Group. All rights reserved.
Slide 28: The time for biosolutions is now
Grow - Strategy 2030 The time for biosolutions is now 28 Copyright © 2025 Novonesis Group. All rights reserved.