Ucb S.a. · EURONEXT:UCB

Ucb — H1 2026 Earnings Presentation

22 slides from Ucb's earnings presentation, Jul 30, 2026

  1. Slide 1: HY26 Report: Delivering today, actively shaping the next phase of growth

    HY26 Report Delivering today Actively shaping the next phase of growth Capital Market Earnings Call 30 July 2026

  2. Slide 2: Disclaimer & Safe Harbor

    Disclaimer & Safe Harbor This document contains forward-looking statements, including, without limitation, statements containing the words “potential”, “believes”, “anticipates”, “expects”, “intends”, “plans”, “seeks”, “estimates”, “may”, “will”, “continue” and similar expressions. These forward-loo

  3. Slide 3: Agenda

    Agenda 1 2 3 4 5 Proprietary and Confidential Property of UCB From Potential Shaping the Winning Through Performance Scaling for to Impact Next Chapter Execution Excellence Sustained Success Jean-Christophe Emmanuel Fiona Sandrine Jean-Christophe Tellier Caeymaex du Monceau Dufour Tellier Chief Exec

  4. Slide 4: From Potential to Impact

    1 Proprietary and Confidential Property of UCB From Potential to Impact Jean-Christophe Tellier Chief Executive Officer UCB – HY Results 2026, July 2026 4

  5. Slide 5: Successfully delivering today

    Successfully delivering today Strong H1 performance Upgraded 2026 financial guidance 4.3bn 22% 50% REVENUE € + Low-teens % +27% CER > Revenues* to mid-teens % Proprietary and Confidential Property of UCB of NET SALES NET SALES 4.1bn € + 23 % generated by our 5 Adjusted +28% CER growth Mid-teens % dr

  6. Slide 6: Actively shaping the next phase of growth to raise standard of care

    Actively shaping the next phase of growth to raise standard of care BIMZELX® Evidence BE BOLD First in PsA vs. IL-23 BE SURE (N=478) BE VIVID (N=567) BE RADIANT (N=743) 4th SUPERIORITY STUDY BE BOLD (N=435) 4 of superior th Proprietary and Confidential Property of UCB Design Pivotal | 56-week Pivota

  7. Slide 7: Shaping the Next Chapter

    2 Proprietary and Confidential Property of UCB Shaping the Next Chapter Emmanuel Caeymaex EVP, Head of Patient Evidence UCB – HY Results 2026, July 2026 7

  8. Slide 8: Expanding the horizon of what's possible for patients

    Expanding the horizon of what's possible for patients Advancing towards treatment-free remission & disease modification Complete restoration of health and resolution of damage Disease modification potential cure Proprietary and Confidential Property of UCB Long-lasting drug-free remission Deeper cli

  9. Slide 9: Strengthening UCB's immunology ambition towards immune reset

    Strengthening UCB’s immunology ambition towards immune reset Potential game changer across multi-indications Data presented at EULAR 20261 in autoimmune disease Best-in-class potential Patients by autoimmune diagnosis Geographic distribution T-cell Engager Proprietary and Confidential Property of UC

  10. Slide 10: Advancing UCB's epilepsy leadership towards disease modification

    Advancing UCB’s epilepsy leadership towards disease modification Potential game changer in refractory epilepsy Data presented in 2026 First-in-class potential First patient Cell therapy for MTLE with disease treated: modifying potential change from Proprietary and Confidential Property of UCB Strate

  11. Slide 11: Winning Through Execution

    3 Proprietary and Confidential Property of UCB Winning Through Execution Fiona du Monceau EVP, Chief Commercial Officer UCB – HY Results 2026, July 2026 11

  12. Slide 12: BIMZELX confidence reflected in revised peak sales potential

    BIMZELX® confidence reflected in revised peak sales potential €7bn+ 1 2 3 Proprietary and Confidential Property of UCB Execute with Evidence-based, durable & Expand across excellence real-world impact indications High-impact 4 head-to-head Multi-year 5 approved field execution superiority wins effic

  13. Slide 13: Driving growth with BIMZELX through commercial momentum

    Driving growth with BIMZELX® through commercial momentum BIMZELX ® Global BIMZELX ® U.S. Performance Total BIMZELX Patients (R3M) All indications combined Patient adoption outpacing analogues > 50 > 135k >€ 1.5bn Proprietary and Confidential Property of UCB countries patients approved worldwide ~ 2x

  14. Slide 14: Moving towards leadership in HS with BIMZELX

    Moving towards leadership in HS with BIMZELX® BIMZELX Uptake in HS Our Leadership Ambition in HS Dynamic Share* Temporary spike of LEAD First and best in HS biosimilars Move from disease control toward inhibition (forced switches) of disease progression Proprietary and Confidential Property of UCB >

  15. Slide 15: Strong execution across our other growth drivers

    Strong execution across our other growth drivers Proprietary and Confidential Property of UCB Bone-builder leadership First & only company with DEE therapy expanding in key markets* dual therapy portfolio into NDDs >1.5M >4,100 >16,000 patients treated since launch patients treated patients treated

  16. Slide 16: Performance Excellence

    4 Proprietary and Confidential Property of UCB Performance Excellence Sandrine Dufour EVP, Chief Financial Officer UCB – HY Results 2026, July 2026 16

  17. Slide 17: Accelerating growth, delivering strong performance

    Accelerating growth, delivering strong performance Net sales Net Sales Contribution of the 5 growth drivers HY2025 HY2026 5 GROWTH +23% DRIVERS HY2025 39% Proprietary and Confidential Property of UCB 50% BIMZELX > FINTEPLA OF TOTAL RYSTIGGO NET SALES € 3 321M € 4 088M ZILBRYSQ EVENITY HY2026 54% Oth

  18. Slide 18: Strong H1 2026 results and execution

    Strong H1 2026 results and execution HY26* Actual CER Revenue Net Sales € 4 088M (+23%; +28% CER) 4 270 22% 27% Adjusted Margin 82% after 79% - Driven by favorable product mix, benefiting from prior year GTN adjustment 3 500 27% 33% Gross Profit Improving access comes with pricing pressure expected

  19. Slide 19: Strong execution supports upgraded 2026 financial guidance

    Strong execution supports upgraded 2026 financial guidance* GUIDANCE KEY DRIVERS Low-teens % Strong performance of 5 growth drivers Revenues to mid-teens % expected to grow BIMZELX® access expansion & net pricing erosion Proprietary and Confidential Property of UCB (at CER) Raised from: High single-

  20. Slide 20: Scaling for Sustained Success

    5 Proprietary and Confidential Property of UCB Scaling for Sustained Success Jean-Christophe Tellier Chief Executive Officer UCB – HY Results 2026, July 2026 20

  21. Slide 21: Delivering today, actively shaping the next phase of growth

    Delivering today Actively shaping the next phase of growth Proprietary and Confidential Property of UCB Differentiated Strength to face Sustainable innovation the future impact Translating science into Leveraging our position of strength Creating long-term value next-generation therapies to enhance

  22. Slide 22: Thank You

    THANK YOU! 22 Proprietary and Confidential Property of UCB

UCB — H1 2026 Earnings Presentation on 6ix