Compagnie Financiere Richemont Sa · SIX:CFR

Compagnie Financiere Richemont Sa — Richemont — Q1 FY2026 Earnings Presentation

9 slides from Compagnie Financiere Richemont Sa's earnings presentation, Jun 30, 2025

  1. Slide 1: FY26 Q1 Sales

    FY26 Q]1 SALES 30 JUNE 2025 AT RICHEMONT We Craft the Futave

  2. Slide 2: Forward-looking statements disclaimer

    Certain of the matters discussed in this document about our and our subsidiaries’ future performance, including, without limitation, store openings and closings, product introductions, sales, sales growth, sales trends, store traffic, Richemont's strategy and initiatives and the pace of execution th

  3. Slide 3: Q1-26 Highlights: Solid Start to the Year in a Volatile Context

    Q1-26 HIGHLIGHTS|SOLID START TO THE YEAR IN A VOLATILE CONTEXT Solid increase Sustained performance in Group sales across most regions €5.4bn Double-digit growth +6% Europe | Americas | MEA at constant FX Stable APAC +3% at actual FX at constant FX Growth led by Jewellery Robust net cash Maisons pos

  4. Slide 4: Sustained Growth Across Most Regions in Q1-26 (Constant Rates)

    SUSTAINED GROWTH ACROSS MOST REGIONS IN Q1-26 (CONSTANT RATES) Americas Asia Pacific +17% vs Q1-25 Stable vs Q1-25 32%  Growth across all business areas 24%  Sequential improvement in China, Hong  Supportive local demand throughout Kong and Macau combined, albeit still the quarter negative at -7%

  5. Slide 5: Solid Contribution from Europe, Americas and Middle East (€m)

    SOLID CONTRIBUTION FROM EUROPE, AMERICAS AND MIDDLE EAST (€M) +€144m +3% at actual rates +120 +54 5 412 +124 -76 5 268 -78 Q1-25 Europe Asia Pacific Americas Japan Middle East Q1-26 & Africa

  6. Slide 6: Double-Digit Growth for Jewellery Maisons in Q1-26 (Constant Rates)

    DOUBLE-DIGIT GROWTH FOR JEWELLERY MAISONS IN Q1-26 (CONSTANT RATES) €3.9bn  Solid growth across all regions, except Japan on particularly Jewellery demanding comparative base Maisons +11%  Rise in sales across all channels with double-digit performance for Online and Wholesale at constant rates 

  7. Slide 7: Consistent Growth Across Distribution Channels (Constant Rates)

    CONSISTENT GROWTH ACROSS DISTRIBUTION CHANNELS (CONSTANT RATES) Retail Direct-to-Client (DTC) +6% vs Q1-25 75% of sales  Growth at Jewellery Maisons • > 80% at Jewellery Maisons and Other 75% • c. 60% at Specialist Watchmakers  Double-digit rise in Americas 69% • c. 55% at Other and Middle East &

  8. Slide 8: Definitions

    DEFINITIONS › yoy means year on year change vs quarter ended 30 June 2024 › Movements at constant exchange rates are calculated by translating underlying sales in local currencies into euros in both the current period and the comparative period at the average exchange rates applicable for the financ

  9. Slide 9: Richemont Maisons

    Buccellati • Cartier • Van Cleef & Arpels • Vhernier A. Lange & Söhne • Baume & Mercier • IWC • Jaeger-LeCoultre • Panerai • Piaget • Roger Dubuis • Vacheron Constantin Alaïa • Chloé • Delvaux • dunhill • G/FORE • Gianvito Rossi • Montblanc • Peter Millar • Purdey • Serapian • TimeVallée • Watchfind

Richemont — Q1 FY2026 Earnings Presentation on 6ix