Dsm-firmenich Ag · EURONEXT:DSFIR

Dsm-firmenich — Q3 2025 Earnings Presentation

14 slides from Dsm-firmenich's earnings presentation, Oct 30, 2025

  1. Slide 1: Presentation to Investors: Q3 2025 Trading Update

    Presentation to Investors Q3 2025 Trading Update October 30, 2025

  2. Slide 2: Highlights Q3 2025

    Highlights Q3 2025 • Solid growth and strong step-up in Adjusted EBITDA on a comparable basis • Animal Nutrition & Health (‘ANH’) exit process ongoing Sales Adj. GOFCF/Sales YTD • Advancing well on 2025 strategic plan €3,070m €679m +2% Organic Sales Growth 7% of sales (YTD Q3’25) • FY 2025 outlook u

  3. Slide 3: Q3 2025 Group financials

    Q3 2025 Group financials Q3 2025 sales development • 2% organic sales growth in a challenging macro environment and against a high prior-year comparable period €3,244m ✓ P&B: solid volume growth, against high 11% prior-year 2% €3,070 0% comparable, led by strong Fine Fragrance performance (4%) (3%)

  4. Slide 4: YTD Q3 2025 Group financials

    YTD Q3 2025 Group financials YTD Q3 2025 sales development • 5% organic sales growth, despite ongoing macroeconomic challenges €9,542m 3% €9,580m 2% (3%) (2%) • Adj. EBITDA up 19%, with: ✓ Strong organic performance including an around €155m Actual YTD FX Divestments Volumes Prices Actual YTD contri

  5. Slide 5: Q3 2025 Perfumery & Beauty

    Q3 2025 Perfumery & Beauty Q3 2025 sales development • Perfumery & Beauty delivered 2% volume growth against a €991m €970m high prior-year comparable of 11%: 0% 2% 0% (4%) ✓ Perfumery achieved 4% organic sales growth, with continued strong growth in Fine Fragrances and Ingredients, while Consumer Fr

  6. Slide 6: Q3 2025 Taste, Texture & Health

    Q3 2025 Taste, Texture & Health Q3 2025 sales development • Taste, Texture & Health achieved a good 3% organic volume- €823m €809m led sales growth against a very strong comparable of 13%, 3% 0% (4%) (1%) with a continued good contribution from sales synergies, with somewhat softer demand from globa

  7. Slide 7: Q3 2025 Health, Nutrition & Care

    Q3 2025 Health, Nutrition & Care Q3 2025 sales development • Health, Nutrition & Care saw organic sales increase by 3%, led by volumes €561m 2% 1% €502m ✓ Early Life Nutrition delivered strong performance owing (4%) (9%) to high demand for HMOs, together with ongoing recovery in Dietary Supplements

  8. Slide 8: Q3 2025 Animal Nutrition & Health

    Q3 2025 Animal Nutrition & Health Q3 2025 sales development • Organic growth was flat, with a 5% positive pricing effect, fully €858m 5% €782m offset by lower volumes due to volatility in vitamins (4%) (5%) (5%) ✓ Performance Solutions and Premix saw continued good growth ✓ Essential Products experi

  9. Slide 9: Outlook 2025

    Outlook 2025 Full year Adjusted EBITDA of around 2025 ‘housekeeping’ €2.3 billion unchanged The company now estimates a full-year Adjusted EBITDA of around €2.3 billion for the group. This update reflects an estimated negative foreign exchange effect of €90 million and an about €50 • D&A – around €2

  10. Slide 10: ANNEX YTD – BU's

    ANNEX YTD – BU’s 10

  11. Slide 11: YTD Q3'25 Perfumery & Beauty; Taste, Texture & Health

    YTD Q3’25 Perfumery & Beauty YTD Q3’25 Taste, Texture & Health YTD Q3 2025 sales development YTD Q3 2025 sales development €2,455m 5% 0% €2,495m €2,998m 0% 1% 0% €2,959m (2%) (1%) (2%) Actual YTD FX Divestments Volumes Prices Actual YTD Actual YTD FX Divestments Volumes Prices Actual YTD Q3 2024 Q3

  12. Slide 12: YTD Q3'25 Health, Nutrition & Care; Animal Nutrition & Health

    YTD Q3’25 Health, Nutrition & Care YTD Q3’25 Animal Nutrition & Health YTD Q3 2025 sales development YTD Q3 2025 sales development €1,652m €1,574m 12% €2,533m 5% 0% €2,394m (3%) 0% (7%) (4%) (2%) Actual YTD FX Divestments Volumes Prices Actual YTD Actual YTD FX Divestments Volumes Prices Actual YTD

  13. Slide 13: Forward-looking statements disclaimer

    This presentation contains forward-looking statements with respect to dsm-firmenich’s future performance and position. Such statements are based on current expectations, estimates and projections of dsm-firmenich and information currently available to the company. dsm-firmenich cautions readers that

  14. Slide 14: We bring progress to life

    We bring progress to life © 2025 dsm-firmenich group.

dsm-firmenich — Q3 2025 Earnings Presentation on 6ix