Syensqo Sa/nv · EURONEXT:SYENS
Syensqo Sa/nv — Q2 2025 Earnings Presentation
11 slides from Syensqo Sa/nv's earnings presentation, Jul 31, 2025
Slide 1: Second Quarter 2025 Results
SECOND QUARTER 2025 RESULTS DR. ILHAM KADRI CHRISTOPHER DAVIS JULY 31, 2025 CHIEF EXECUTIVE OFFICER CHIEF FINANCIAL OFFICER
Slide 2: Highlights
■ Second quarter delivers on outlook with resilient margins and 8% ebitda growth ■ Full-year outlook unchanged (excl Foreign Exchange fluctuations and tariffs impact) ■ Divestitures on track with exit from non-core businesses to focus on specialty materials HIGHLIGHTS (pure player) ■ Cost-saving ini
Slide 3: Second Quarter 2025 Highlights
SECOND QUARTER 2025 -3% YoY volumes HIGHLIGHTS NET SALES 1.59 € bn -1% YoY pricing Delivered on Q2 outlook in challenging macroeconomic environment 20 bps QoQ gross margin expansion driven by GROSS PROFIT 506 € mn 31.9% margin Materials 8% QoQ EBITDA growth, supported by Specialty Polymers & cost di
Slide 4: Second Quarter 2025 Segment Highlights
SECOND MATERIALS PERFORMANCE & CARE QUARTER ■ 2% YoY net sales[1] growth in civil aerospace; 2% YoY ■ 4% YoY net sales growth in Novecare led by 2025 growth in space & defence growth & share gains in Agro and HPC SEGMENT ■ 3% YoY volume growth in Specialty Polymers (ex ■ 3% YoY net sales growth HIGH
Slide 5: 2025 Outlook
2025 OUTLOOK EXCLUDING INCLUDING foreign exchange EXTERNAL MITIGATING foreign exchange & tariffs impact FACTORS ACTIONS & tariffs impact ■ Leverage global footprint - ■ Ongoing macro & end redirect sourcing EBITDA[1] >€ 1.4bn demand uncertainty ■ Implement tariffs surcharges EBITDA[1] ~€ 1.3bn ■ Str
Slide 6: State-of-the-Art Microbiology Lab in Lyon, France
STATE-OF-THE-ART MICROBIOLOGY LAB IN LYON, FRANCE Boosting biodegradability and (eco-)toxicology testing capabilities, accelerating the development of eco-friendly solutions
Slide 7: Microsoft Memorandum of Understanding
MICROSOFT MEMORANDUM OF UNDERSTANDING Partnership to accelerate innovation through AI and sustainable materials collaboration 7
Slide 8: Second Quarter Highlights
Non-fluorosurfactant perfluoroelastomer Boeing Partnership with Terma portfolio expansion SECOND Syensqo lightweight composites replace Focusing on scientific advancements in composites Market’s first peroxide-curable FFKM QUARTER titanium in Boeing MQ-25™ for next-generation aerospace polymers made
Slide 9: Q&A
Q&A 9
Slide 10: Media Relations
MEDIA IMPORTANT DATES Nov 6, 2025: Q3 2025 results RELATIONS ■ Perrine Marchal +32 478 32 62 72 Laetitia Schreiber +32 487 74 38 07 media.relations@syensqo.com 10
Slide 11: Thank You
THANK YOU 11