Nexity Sa · EURONEXT:NXI
Nexity Sa — 9M 2026 Earnings Presentation
20 slides from Nexity Sa's earnings presentation, Oct 22, 2026
Slide 1: Business activity at 30 September 2026
Business activity at 30 September 2026 Webcast – 22 October 2026 nd e) u x ( G ir o o r de a re – B vé d è Be l
Slide 2: Disclaimer
Disclaimer 02 The information contained in this document has not been independently verified. No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contain
Slide 3: Contents
Contents 03 BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 1 2 3 Introduction Business activity Outlook and revenue in 9M 2026
Slide 4: Introduction
01. Introduction Le S au le Blan c–C hante pie (Ill e -et-Vila i n e) BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 04
Slide 5: 9M 2026: Key takeaways
01. Introduction 9M 2026: Key takeaways 05 Guidance for 2026 confirmed (1) Improvement in current operating profit (COP) from projects underway thanks to actions taken since 2023 Business activity in line with trend seen in H1 BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 in a market experiencing a sharp d
Slide 6: Guidance for 2026 confirmed
01. Introduction Guidance for 2026 confirmed 06 Ongoing actions taken since 2023 • Restoring margins for Planning • Strictly selective approach to development of projects and Development (>90% of supply for sale in supply-constrained areas, BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 • Positive contribut
Slide 7: 9M 2026: Key indicators for business
01. Introduction 9M 2026: Key indicators for business activity and revenue 07 Supply for sale: >90% in Zones Abis, A and B1 Quality and Pre-selling rate for developments: 73% selectivity Absorption rate below 6 months BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 ~3,100 retail sales, in line with the trend
Slide 8: Housing now a top political priority
01. Introduction Housing now a top political priority 08 Housing, a major campaign issue: Growing cross-partisan awareness Trend seen across Europe BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 of supply shortage France’s 2027 budget bill containing first signals In a social climate marked by protests over
Slide 9: More challenging macroeconomic environment in Q3
01. Introduction More challenging macroeconomic environment in Q3 09 Macroeconomic impact of conflict in the Middle East Higher fuel prices since January: Petrol up 30% on average, diesel up 48% Impact on household purchasing power BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 Uptick in inflation: Up 3% ye
Slide 10: Nexity is stepping up its transformation to adapt the Group to a cyclical low
01. Introduction Nexity is stepping up its transformation to adapt the Group to a cyclical low that has intensified in both scale and duration 10 Ongoing reinforcement Ongoing measures to 1 2 of financial structure adapt organisations to the market cycle BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 Nexity
Slide 11: Business activity and revenue in 9M 2026
02. 9M 2026 and revenue in Business activity A th lete s’ Vi ll a ge – Sai nt-Ou en (Se ine-Sai nt-Denis ) 11 BUSINESS ACTIVITY AT 30 SEPTEMBER 2026
Slide 12: Business activity – Main indicators
02. Business activity and revenue in 9M 2026 Business activity – Main indicators 12 Supply for sale (4,891 units): Down 4% vs 9M 2025 Absorption rate <6 months Residential Real Estate Reservations: 5,394 units, down 17% (1) vs 9M 2025 BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 • Retail sales: Down 10% b
Slide 13: Derisked, high-quality supply for sale
02. Business activity and revenue in 9M 2026 Derisked, high-quality supply for sale 13 Absorption rate (# of months) 92% of supply for sale in supply-constrained areas (Abis, A and B1) 6,5 6,4 Up 15 pts vs 2022 (up 16 pts in Zones Abis and A) 5,7 4,9 Supply for sale: BUSINESS ACTIVITY AT 30 SEPTEMBE
Slide 14: Attractive supply for sale
02. Business activity and revenue in 9M 2026 Attractive supply for sale 14 Supply tailored to customers’ purchasing power Innovative partnership with La Redoute (4) Homebuyers x Campaign underway: (1) 3D furnished home tours BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 >500 homes virtually furnished with
Slide 15: New home reservations
02. Business activity and revenue in 9M 2026 New home reservations 15 (by volume) 5,394 units Retail sales: Down 10% vs 9M 2025 (in line with H1 2026) BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 Mix Homebuyers: Homebuyers 30% 1 629 Down 18% in 9M amid higher interest rates and lower purchasing power Reta
Slide 16: Services
02. Business activity and revenue in 9M 2026 Services 16 Serviced Properties Distribution 2 July 2026 Strategic partnership announced (3) with BPCE in the distribution of new BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 Market leader in private student 86 sites at end-September 2026 and renovated homes re
Slide 17: Revenue in 9M 2026
02. Business activity and revenue in 9M 2026 Revenue in 9M 2026 17 Residential RE (79% of revenue (1)): Down 20% vs 9M 2025 Revenue for New Nexity (1) (in €m) Revenue reflecting a decline in business activity from projects underway and the market due to the percentage- -17% of-completion method 1,92
Slide 18: Outlook
03. Outlook Le s Be r ges d ’H o u lippe – Sain t-Jean - de-la-R ue ll e ( L o i r et) 18 BUSINESS ACTIVITY AT 30 SEPTEMBER 2026
Slide 19: Outlook
03. Outlook Outlook 19 Guidance for 2026 confirmed Improvement in operating profitability, with COP for New Nexity (1) up in 2026 BUSINESS ACTIVITY AT 30 SEPTEMBER 2026 Ongoing reduction in the leverage ratio, (2) with the swiftest possible return to a level below the target of 3.5x, no later than 2
Slide 20: Nexity contact details
Nexity 67 rue Arago 93400 Saint-Ouen-sur-Seine (France) Phone: +33 (0)1 85 55 19 12