Novonesis A/s Class B · OMXCOP:NSIS_B
Novonesis A/s Class B — Q3 2025 Earnings Presentation
14 slides from Novonesis A/s Class B's earnings presentation, Nov 6, 2025
Slide 1: 9M 2025 Conference Call
9M 2025 Conference Call November 6, 2025
Slide 2: Forward-looking statement
Forward-looking statement Disclaimer This presentation includes forward-looking statements, including statements relating to the operating, financial and sustainability performance and results of the group and/or the industry in which it operates. Forward-looking statements include, without limitati
Slide 3: 8% OSG in 9M, 6% in Q3. FY outlook narrowed upwards
Sales and organic sales growth y/y 8% OSG in 9M, 6% in Q3. FY outlook 45% 55% narrowed upwards Food & Health Biosolutions Planetary Health EURm Biosolutions • Organic sales growth of 8% (Q3: 6%). Negative impact of +8% OSG exiting certain countries ~1pp (Q3: ~2pp) • Volumes up by ~7% (Q3: ~5%); Pric
Slide 4: Food & Health Biosolutions
Human Health Sales and organic sales growth, 26% Food & Health Biosolutions y/y Food & Health Biosolutions 74% EURm Sales performance +9% Food & Beverages OSG 9M 2025 +6% OSG • Organic sales growth of 9% (including ~2pp negative impact 1,337.1 1,421.0 from exiting certain countries), driven by both
Slide 5: Food & Health Biosolutions: Food & Beverages
Sales and organic sales growth Food & Health Biosolutions: Food & Beverages y/y Food & Beverages EURm +8% OSG Sales performance 9M 2025 +5% • Organic sales growth of 8% (including ~2pp negative impact 1,046.1 OSG 991.5 from exiting certain countries), led by Dairy and supported by Food & Beverages 3
Slide 6: Food & Health Biosolutions: Human Health
Sales and organic sales growth Human Health y/y Food & Health Biosolutions: +10% Human Health EURm OSG Sales performance 9M 2025 +8% • Organic sales growth of 10% (including ~1pp negative impact OSG 345.6 347.9 from exiting certain countries), driven by both Dietary Supplements and Advanced Health &
Slide 7: Planetary Health Biosolutions
Household Care Sales and organic sales growth 35% Planetary Health Biosolutions y/y Planetary Health Biosolutions 65% EURm Agriculture, +8% Energy & Tech OSG Sales performance +6% OSG 9M 2025 1,627.0 1,740.0 • Organic sales growth of 8% driven by both Agriculture, Energy 558.8 594.0 & Tech and House
Slide 8: Planetary Health Biosolutions: Household Care
Sales and organic sales growth Household Care y/y Planetary Health Biosolutions: Household Care EURm +7% OSG Sales performance +6% 9M 2025 OSG 577.3 608.8 • Organic sales growth of 7% • Strong growth driven by accelerated penetration in Emerging 199.6 205.5 Markets supported by solid performance in
Slide 9: Planetary Health Biosolutions: Agriculture, Energy & Tech
Sales and organic sales growth Agriculture, Energy & Tech y/y Planetary Health Biosolutions: Agriculture, Energy & Tech EURm +8% OSG Sales performance +7% OSG 9M 2025 1,049.7 1,131.2 • Organic sales growth of 8%, driven by strong growth in Energy, supported by growth in Agriculture and Tech 359.2 38
Slide 10: Financial results 9M 2025
Financial results 9M 2025 – 8% broad-based organic sales growth – 37.3% adj. EBITDA margin. 130 bps improvement driven by stronger adjusted gross margin and synergies, despite significant currency headwinds – 20% increase in adj. EPS excl. PPA – FCF before acquisitions at 668.4 EURm 9M 2025 9M 2024
Slide 11: Outlook 2025
Outlook 2025 • Organic sales growth of 7-8% (8-9% excl. exiting certain countries), including Q4 indicated at mid-single-digit growth year-on-year: • 2025 growth components: • 6-7 % volume • ~ 1 % price • ~ 1 % sales synergies • ~ (1) % exiting certain countries • Adjusted EBITDA margin at the lower
Slide 12: Summary
Summary • Strong results driven by innovative Biosolutions and broad market reach • Business model shows ongoing strength and resilience • Well positioned to achieve 2030 strategic goals 12
Slide 13: hovonesis
hovonesis
Slide 14: Organic sales performance by region
Organic sales performance by region North America Developed markets 9M y/y: +7% 9M y/y: +6% Europe, the Middle East & Africa 9M y/y: +7% 63% 32% of sales of sales 36% of sales Asia Pacific Latin America 9M y/y: +19% Emerging markets 9M y/y: +7% 9M y/y: +12% 13% 19% 37% of sales of sales of sales 14