Slide 1: Ansell FY26 Full Year Results
Ansell FY26 Full Year Results 24 August 2026
Slide 2: Disclaimer and Non-IFRS Measures
FULL YEAR RESULTS FY26 Disclaimer and Non-IFRS Measures The following presentation has been prepared by Ansell Limited (Ansell or the Company) for information purposes only. The information contained in this presentation is a summary only and does not purport to be complete. It should be read in con
Slide 3: Agenda
AGENDA 1 FY26 Performance Overview Nathalie Ahlström, CEO 2 FY26 Financial Results Fred Marx, Acting CFO 3 Strategic Priorities Nathalie Ahlström 4 FY27 Outlook Nathalie Ahlström 5 Nathalie Ahlström & Fred Marx Q&A 3
Slide 4: Leading The World To A Safer Future
Our Purpose Leading The World To A Safer Future 4
Slide 5: FY26 Performance Overview
FY26 Performance Overview Nathalie Ahlström 5
Slide 6: Strong Sales & Earnings Growth Delivered In Dynamic Market Conditions
FULL YEAR RESULTS FY26 Strong Sales & Earnings Growth Delivered In Dynamic Market Conditions ✓ Organic CC2 growth of 5.0%, improving to Adjusted Sales Summary Financials Adjusted Growth3 of 5.7% ex temporary order pattern favourability Organic Sales Growth3 ($m)1 FY26 %∆ ✓ Momentum in strategic mark
Slide 7: Sales Growth & Margin Improvement In Industrial
FULL YEAR RESULTS FY26 Sales Growth & Margin Improvement In Industrial Industrial Segment – Summary Financials Sales Drivers ($m) FY25 FY26 %∆ Org CC1 % ∆ • Growth in key verticals including Sales 898.6 947.3 5.4% 3.3% aerospace and defence Adjusted EBIT2 155.5 170.6 9.7% 7.9% • H2 momentum in US in
Slide 8: Double Digit Healthcare Earnings Growth On Strong H2 Momentum
FULL YEAR RESULTS FY26 Double Digit Healthcare Earnings Growth On Strong H2 Momentum Healthcare Segment – Summary Financials Sales Drivers ($m) FY25 FY26 %∆ Org CC1 % ∆ • Improved H2 volume trends Sales 1,104.7 1,192.9 8.0% 6.4% • Higher demand for Cleanroom Adjusted EBIT2 141.9 170.7 20.3% 23.5% so
Slide 9: Offset Effects Of Higher US Tariffs
FULL YEAR RESULTS FY26 Offset Effects Of Higher US Tariffs Success enabled by strong Ready to respond to further customer partnerships changes to tariff rates • Tariff effects offset through sourcing optimisation • Pricing flexibility maintained if policies change initiatives and price increases • P
Slide 10: Decisive Response to Middle East Crisis
FULL YEAR RESULTS FY26 Decisive Response to Middle East Crisis Middle East crisis effects offset through… Supply chain resilience Brand pricing power Balance sheet strength ✓ Supply ✓ Higher costs offset ✓ “Cash is king” maintained ✓ Pricing flexibility approach ✓ Production maintained ✓ Prioritised
Slide 11: Continuing To Deliver Against Sustainability Objectives
FULL YEAR RESULTS FY26 Continuing To Deliver Against Sustainability Objectives People Planet Product 32% 36% 90% reduction in TRIFR1 versus reduction in Scope 1 & 2 new and updated products FY25 emissions versus FY20 base designed with reduced year2 environmental impact 90% 58% >99% finished goods s
Slide 12: FY26 Financial Results
FY26 Financial Results Fred Marx 12
Slide 13: Double-Digit Earnings Growth
FULL YEAR RESULTS FY26 Double-Digit Earnings Growth P&L Summary Key Comments ($m) FY25 FY26 %∆ Org CC1 % ∆ • Organic CC1 sales growth of 5.0%, improving to Adjusted Sales 2,003.3 2,140.2 6.8% 5.0% Sales Growth2 of 5.7% after excluding benefits from GPADE 697.8 759.9 8.9% 7.7% temporary order pattern
Slide 14: Robust Balance Sheet
FULL YEAR RESULTS FY26 Robust Balance Sheet Balance Sheet Summary Key Comments ($m) Jun-25 Jun-26 • Strong balance sheet with Moody’s Baa2 investment Fixed Assets 377.2 376.0 grade rating Intangibles 1,655.5 1,654.6 • Strong sales and targeted reduction in safety stocks Right of Use Assets 98.4 88.9
Slide 15: Strong Cash Flow Funded Buyback & Debt Reduction
FULL YEAR RESULTS FY26 Strong Cash Flow Funded Buyback & Debt Reduction 17.2 23.7 (23.4) (48.6) (42.1) (56.9) (78.8) (118.4) FY26 400.2 441.1 ($m) 270.1 (9.9) (10.7) 52.3 Statutory Working Other Net Receipts Lease Net Capex Net Interest Taxes Operating Dividend Buyback FX Net Debt Acquisitions NIBD
Slide 16: Significant Liquidity & Balance Sheet Capacity
FULL YEAR RESULTS FY26 Significant Liquidity & Balance Sheet Capacity Net Debt Summary Key Comments ($m) Jun-25 Jun-26 • Reduction in Net Debt/Adjusted EBITDA to 1.3x driven by strong Interest-Bearing Debt 698.9 657.2 earnings growth and working capital improvement Cash at Bank and Short-Term Deposi
Slide 17: Strategic Priorities
Strategic Priorities Nathalie Ahlström 17
Slide 18: Strategic Priorities To Drive Higher Growth & Returns
FULL YEAR RESULTS FY26 Strategic Priorities To Drive Higher Growth & Returns Three levers: two growth and one funding Strategic priorities Growth Commercial excellence lever Enhance value to customers Increased customer centricity Growth Focus on strategic markets Increase momentum and investment in
Slide 19: Commercial Excellence – Largest Brands Delivered
FULL YEAR RESULTS FY26 Commercial Excellence – Largest Brands Delivered Accelerated, Margin Accretive Growth In FY26 Top 5 brands were 58% …with accelerated growth driven by of FY26 sales…. customer centric services & innovation 1.2x sales growth1 of top 5 brands versus 50% higher sales on newly tot
Slide 20: Focus On Strategic Markets – Customer Centricity Contributed To Accelerated US Growth
FULL YEAR RESULTS FY26 Focus On Strategic Markets – Customer Centricity Contributed To Accelerated US Growth In FY26 US was 43% of FY26 sales We developed and continue to refine a unique RingersTM glove specifically 1.8x to serve Amazon’s needs 15% more grip, 3x more durable, 20% more dexterity All
Slide 21: Operational Excellence – How We Will Fund Our Growth Levers
FULL YEAR RESULTS FY26 Operational Excellence – How We Will Fund Our Growth Levers Three building blocks for customer centric simplification • Prioritising customer needs Product portfolio • Growth focused and brands • Reduced duplication • Improved customer service Supply chain • Streamlined with f
Slide 22: Operational Excellence – Focus On Simplifying Our Business
FULL YEAR RESULTS FY26 Operational Excellence – Focus On Simplifying Our Business APIP delivered savings on Continued focus on operational time and in full excellence – examples: $50m Fewer internal site >66% >95% reduction in lead reduction in internal recurring pre-tax savings transfers for key st
Slide 23: FY27 Outlook
FY27 Outlook Nathalie Ahlström
Slide 24: FY27 Adjusted EPS Guidance Range US158¢ to US170¢
FULL YEAR RESULTS FY26 FY27 Adjusted EPS 1,2 Guidance Range US158¢ to US170¢ Sales Earnings Capital Allocation + Constant currency3 sales + Commercial excellence + Capex of $45m to $55m, growth versus FY26, from driving profitable sales focused on higher growth higher volumes and price growth busine
Slide 25: Q&A
Q&A Nathalie Ahlström Fred Marx 25
Slide 26: Appendix
Appendix 26
Slide 27: Sales & EBIT Impact Of FX Movements
FULL YEAR RESULTS FY26 Sales & EBIT Impact Of FX Movements FX Impact ($m) Key Comments Sales EBIT FY26 vs FY25 • Net improvement in Sales and EBIT, large positive movement in FX Rate Movements 46.6 8.6 the EUR partially offset by adverse movements in the MYR and THB FX Gain/(Loss) Variance – Hedge •
Slide 28: Input Costs Summary
FULL YEAR RESULTS FY26 Input Costs Summary FY26 COGS Components (COGS $1,253.4m) FY26 Input Cost Trends Energy • Net increase in NBR costs versus FY25, due to a significant Outsourced Products (Non-Raw Factory spike post the onset of the Middle East crisis Materials Portion) Overhead • NRL costs fla
Slide 29: Capex Summary
FULL YEAR RESULTS FY26 Capex Summary FY26 Capex Summary • FY26 capex of $49.0m included ~$8m towards the installation of dipping lines in the greenfield India Surgical facility, which is now operational • Other spend included sustainability projects, site improvements and productivity initiatives To
Slide 30: Organic Constant Currency
FULL YEAR RESULTS FY26 Organic Constant Currency Constant Currency Restated Prior Period ($m) • The presentation of constant currency information is designed to Industrial Healthcare Corporate Group facilitate comparability of reported earnings by restating the prior Prior Period Sales period’s resu
Slide 31: Segment History
FULL YEAR RESULTS FY26 Segment History ($m) FY171 FY181 FY191 FY201 FY211 FY22 FY23 FY24 FY25 FY26 Ansell Sales 1,374.5 1,489.8 1,499.0 1,613.7 2,026.9 1,952.1 1,655.1 1,619.3 2,003.3 2,140.2 EBIT2,3,4,5,6 178.4 193.4 200.9 216.7 338.0 245.1 206.3 195.5 282.1 321.9 2,3,4,5,6 % Margin 13.0% 13.0% 13.
Slide 32: Supporting Data
FULL YEAR RESULTS FY26 Supporting Data Key Figures Key FY27 Assumptions • Booked tax losses at 30 June 2026: $25.0m • Foreign exchange exposures by currency: Revenue currencies: USD 55%, EUR 26%, CAD 4%, GBP 4%, CNY • Unbooked tax losses at 30 June 2026: $15.9m (tax-effected) 3%, AUD 3% • Unbooked c
Slide 33: Glossary & Definitions
FULL YEAR RESULTS FY26 Glossary & Definitions Glossary APIP – Accelerated Productivity Investment Program EPS – Earnings Per Share LTM – Last 12 Months AUD – Australian Dollar ERP – Enterprise Resource Planning MYR – Malaysian Ringgit CAD – Canadian Dollar EUR – Euro NBR – Nitrile Butadiene Rubber C
Slide 34: Ansell
Ansell Lead the world to a safer future. www.ansell.com