Compagnie Financiere Richemont Sa · SIX:CFR
Compagnie Financiere Richemont Sa — Richemont — Investor Presentation (September 2026)
28 slides from Compagnie Financiere Richemont Sa's investor presentation, September 2026
Slide 1: Richemont at a glance
RICHEMONT at-a-glance
Slide 2: At Richemont, we craft the future
Jewellery Specialist AT RICHEMONT, Maisons Watchmakers WE CRAFT THE FUTURE Richemont, founded in 1988, is one of the world’s leading luxury goods groups. Our unique portfolio includes prestigious Maisons distinguished by their craftsmanship and creativity. Fashion & Accessories / Other RICHEMONT AT
Slide 3: Long-term sustainable growth and customer-centricity
WITH A FOCUS ON LONG-TERM SUSTAINABLE GROWTH We aim to grow sustainably and responsibly by nurturing our Maisons and businesses for long-lasting high performance, and drawing on their distinctive heritage. AND CUSTOMER- CENTRICITY 77 % of Group sales are now direct sales to end clients Our customers
Slide 4: Offering a seamless, personal customer experience
OFFERING A SEAMLESS, PERSONAL CUSTOMER EXPERIENCE Our omnichannel strategy provides the right message at the right time and location, transforming customer AND A GLOBAL PRESENCE journeys into effortless and memorable experiences. 40 000+ 31 % Boutiques • We operate more than 2 300 monobrand boutique
Slide 5: We generate strong financial performance
WE GENERATE STRONG FINANCIAL PERFORMANCE MIDDLE EAST & AFRICA 9% EUROPE JAPAN OPERATING CASH FLOW FROM 24% 10% SALES PROFIT OPERATING ACTIVITIES € 22.4 bn € 4.5 bn € 4.9 bn SALES BY GEOGRAPHIC LOCATION CLOTHING, JEWELLERY WATCH LEATHER GOODS & AMERICAS SALES SALES ACCESSORIES SALES 25% ASIA PACIFIC
Slide 6: Supported by a solid financial position
SUPPORTED BY A SOLID FINANCIAL POSITION We preserve a strong capital base by prioritising cash over margins to: CHF 99 bn* € 8.5 bn** • meet unexpected crises • sustain future developments through long-term investment Market capitalisation Net cash • seize opportunities to provide returns to Top 6 S
Slide 7: Service framework to support the Maisons
SERVICE FRAMEWORK TO SUPPORT THE MAISONS Richemont regional and central functions constitute a service framework to support the Maisons with a broad spectrum of services to develop their activities across more than 150 locations. Group Operations partners with Maisons and regions to enhance and secu
Slide 8: We treasure our colleagues
WE TREASURE OUR COLLEAGUES People are at the heart of Richemont’s long-term success. With global operations, openness and empathy remain priorities to foster an inclusive working environment where creativity, skill development, and career progression are supported. We value collegiality, courage, cu
Slide 9: Fostering a collaborative working environment
FOSTERING A COLLABORATIVE WORKING ENVIRONMENT The Group acts as custodian of craftsmanship and creativity, fostering a collaborative working environment that supports professional growth. Richemont’s approach is guided by its commitment to excellence and a respect for artistry, valuing constructive
Slide 10: Sustainability at Richemont
SUSTAINABILITY AT RICHEMONT Sustainability Approach Sustainability at Richemont is rooted in the Group’s culture and its responsibility towards its employees, society, customers and the communities it serves. The Group applies a common framework to align strategies across its Maisons, regions, and f
Slide 11: Strategic partnerships
STRATEGIC PARTNERSHIPS Richemont participates Our Maisons are Cartier, delegated Our Maisons have Cartier co-founded Vacheron Constantin in the United Nations certified members by Richemont, and been collaborating the Aura Blockchain works with Arianee to Global Compact, of the RJC Kering launched t
Slide 12: Foundations in support of communities
FOUNDATIONS IN SUPPORT OF COMMUNITIES RICHEMONT AT A GLANCE 12
Slide 13: Supporting schools & academia to inspire innovation
SUPPORTING SCHOOLS & ACADEMIA TO INSPIRE INNOVATION RICHEMONT AT A GLANCE 13
Slide 14: Corporate governance: Senior Executive Committee
CORPORATE GOVERNANCE SENIOR EXECUTIVE COMMITTEE Johann Rupert Chairman Nicolas Bos Group Chief Executive Officer Burkhart Grund Chief Finance Officer Karlheinz Baumann Group Director of Operations Louis Ferla Chief Executive Officer of Cartier Patricia Gandji CEO of Regions Swen Grundmann Group Comp
Slide 15: Corporate governance: Board of Directors
CORPORATE GOVERNANCE BOARD OF DIRECTORS Johann Rupert Bram Schot Anton Rupert Nicolas Bos Burkhart Grund Chairman Non-executive Non-executive Group Chief Chief Finance Officer Co-Deputy Chairman Co-Deputy Chairman Executive Officer Nikesh Arora Fiona Druckenmiller Keyu Jin Wendy Luhabe Josua Malherb
Slide 16: Appendix
APPENDIX RICHEMONT AT A GLANCE 16
Slide 17: Our people
OUR PEOPLE Middle East, India, Africa and Türkiye 0-30 Japan 5% 6% 18% Boutique Americas Europe 31% 30-50 11% 56% 64% Offices 42% BY REGION BY FUNCTION 50+ 18% Asia Pacific 22% Manufacturing 27% RICHEMONT AT A GLANCE 17
Slide 18: Retail network - worldwide
RETAIL NETWORK - WORLDWIDE March March Net change 2026 2025 Total Jewellery Maisons 524 509 +15 Cartier 273 275 -2 V an Cleef & Arpels 175 168 +7 Buccellati 57 49 +8 V hernier 19 17 +2 Total boutiques Specialist Watchmakers 908 932 -24 2 376 (-60) IWC 238 232 +6 Jaeger-LeCoultre 171 177 -6 Panerai 1
Slide 19: The formation of a focused luxury group
THE FORMATION OF A FOCUSED LUXURY GROUP Richemont sells YNAP to Mytheresa in exchange for 33% equity stake Acquisition of in Mytheresa Acquisition of Serapian Buyout of Rothmans’ Merger of Rothmans Acquisition of Acquisition of minority (40%) shareholders Van Cleef & Arpels with BAT. Richemont Peter
Slide 20: Foundation year
FOUNDATION YEAR 1755 1814 1829 1830 1833 1845 1847 1860 1868 1874 1893 1906 1919 1928 1952 1983 1984 1995 2001 2002 2006 2011 2014 RICHEMONT AT A GLANCE 20
Slide 21: Ownership structure
OWNERSHIP STRUCTURE 50% Compagnie Financière Richemont SA, 50% votes Geneva votes Listed 537.6m A Registered Shares Private 537.6m B Registered Shares 90.9% of Capital / Economic Participation 9.1% of Capital / Economic Participation • Primary listing: A shares issued by Compagnie Financière Richemo
Slide 22: Sales evolution 2000 - 2026
SALES EVOLUTION 2000 - 2026 22.4 21.4 20.6 20.0 19.2 14.0 14.2 13.1 11.1 10.4 10.6 11.0 10.2 10.0 8.9 >7X 6.9 5.3 5.4 5.2 4.8 4.3 3.7 3.9 3.7 3.7 3.4 2.9 In 26 years 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Slide 23: Financial highlights
FINANCIAL HIGHLIGHTS Group sales (€m) FY26 22 420 +5% 21 399 +4% Operating profit (€m) FY24 20 616 +3% 4 794 0 5 000 10 000 15 000 20 000 25 000 4 467 4 492 2% 3% 4% 5% Sales by product line 54% Jewellery Watches Leather goods Clothing 2024 2025 2026 Writing instruments Other 32% RICHEMONT AT A GLAN
Slide 24: Financial highlights: cash flows
FINANCIAL HIGHLIGHTS 8 496 8 257 7 450 Solid cash flows 6 549 contributing to strong net cash position while financing long- 4 880 term investments 4 696 4 491 4 443 (€ m) Net cash Cash flow from operating activities 1 166 981 1 010 1 039 Capital investment * 2023 2024 2025 2026 * Acquisition of fix
Slide 25: Dividends: per A share/10 B shares
DIVIDENDS: PER 1 A SHARE/10 B SHARES 4.50 4.30*** Dividend per 1 A / 10 B shares (in CHF) 4.00 1.00*** 3.50** 3.50 3.25** 3.00 3.00 2.75 2.50 2.00 2.00 1.90 2.00 1.80 3.30*** 1.50 1.34* 1.00 0.50 0.00 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Financial year ended 31 March ** Includes CHF 0.3
Slide 26: Share price since flotation
0 100 120 140 160 180 200 220 20 40 60 80 (in CHF) 1989 1990 1991 1992 RICHEMONT AT A GLANCE 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 SHARE PRICE SINCE FLOTATION 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 26 To Septembe
Slide 27: Share price over 5 years
SHARE PRICE OVER 5 YEARS (in CHF) To September 2026 210 190 170 150 130 110 90 70 50 2021 2022 2023 2024 2025 2026 RICHEMONT AT A GLANCE 27
Slide 28: Richemont Maisons
Buccellati • Cartier • Van Cleef & Arpels • Vhernier A. Lange & Söhne • IWC • Jaeger-LeCoultre • Panerai • Piaget • Roger Dubuis • Vacheron Constantin Alaïa • Chloé • Delvaux • dunhill • G/FORE • Gianvito Rossi • Montblanc • Peter Millar • Purdey • Serapian • TimeVallée • Watchfinder & Co.