Adecco Group Ag · SIX:ADEN
Adecco — Investor Day (2025)
18 slides from Adecco's investor day presentation, Dec 2, 2025
Slide 1: Welcome
Welcome Benita Barretto, Head of Investor Relations
Slide 2: Disclaimer & note on terminology
Disclaimer & note on terminology Forward-looking statements Non-US GAAP measures used Information in this release may involve guidance, expectations, beliefs, ‘Organic growth’ excludes the impact of currency, acquisitions and plans, intentions or strategies regarding the future. These forward- dives
Slide 3: Access to the CMD 2025 materials
Access to the CMD 2025 materials View the materials via this QR code 3
Slide 4: Agenda
Agenda 11:00 Welcome Benita Barretto, Head of IR The Agility Advantage Denis Machuel, CEO + Caroline Basyn, CDIO 11:50 DEEP DIVE SESSION 1 RUN priorities Denis Machuel & GBU Presidents 12:45 Lunch break 14:00 DEEP DIVE SESSION 2 CHANGE priorities Denis Machuel & GBU Presidents 14:55 Introducing r.Po
Slide 5: Denis Machuel, CEO; Caroline Basyn, CDIO
Denis Machuel, CEO Caroline Basyn, CDIO
Slide 6: Simplify-Execute-Grow has strengthened the business
Simplify-Execute-Grow has strengthened the business Disciplined execution delivering share gains, efficiencies and resilience Material market Customer satisfaction Overhead costs & more… share gains improved reduced Adecco GBU NPS survey, 2025 G&A costs (% revenues) • Local teams empowered & 3 years
Slide 7: Three big trends power our growth opportunity
Three big trends power our growth opportunity Geopolitical Technological Demographic fragmentation advances & talent shifts Trade policy and reshoring, Workforce redesign from Aging populations, skills political instability AI and automation gaps and mismatches 7
Slide 8: AI is reshaping work and creating new opportunities
AI is reshaping work and creating new opportunities The job mix since Gen AI (ChatGPT) was launched appears to be changing faster than it has in the past, although not markedly so Change in the US workforce by occupational mix (% points) Key findings from LHH’s outplaced candidate survey 8 6 1.4% la
Slide 9: Structural tailwinds are expanding our addressable market
Structural tailwinds are expanding our addressable market History shows that technological changes AI is only one of several big trends, albeit creates productivity and employment significant Consistently high correlation between increased labor productivity Other and increased employment (% of roll
Slide 10: Our talent & technology services are highly relevant
Our talent & technology services are highly relevant End-to-end solutions meeting multiple-stakeholder needs for our customers Stakeholder needs Service delivery based on client demand CEO / CHRO Focus on strategic workforce Strategic Ramp up management, agility, impact Workforce capacity of AI, lon
Slide 11: Strategic partnerships with clients are driving synergies and growth
Strategic partnerships with clients are driving synergies and growth Deepening multi-GBU relationships enhance stickiness and revenue quality 43% 3x 100% Group revenues Avg. revenue size Client retention from clients served from clients served by from clients served by 3 GBUs 3 GBUs vs 1 GBU by 3 GB
Slide 12: Introduction
Introduction • Studied Mathematics • 40+ years in IT, Digital, GBS, strategy and transformation • Passion for growing and developing leaders Caroline Basyn Chief Digital and Information Officer 12
Slide 13: Digital and AI at the core of Adecco Group's future
Digital and AI at the core of Adecco Group’s future Build the FOUNDATION INNOVATE for the Future Scaled, simplified, modular Harness data, digital & processes & systems AI technology to change the game • Common platforms across multiple businesses & • Driving efficiencies and growth with AI function
Slide 14: Our platform: agility, local touch and global scale
Our platform: agility, local touch and global scale Adecco Group platform Clients Candidates Agentic Lab + scaling methodology Agents to respond with agility to our clients needs 3 Agentic layer Standardized tech foundations 2 Common CRM & ATS solutions embedded with AI, global dashboard Tech stack
Slide 15: Pioneering human-centric AI
Pioneering human-centric AI Recruiter efficiency Agentic transformation Candidate centricity Simplifying the work of Accelerating hiring with Driving employability and thousands of recruiters 24/7 engagement growth at scale 5 agents live in 2025 including 1 voice agent 100% 470k recruiters with acce
Slide 16: The Group is strongly positioned to grow, adapt and lead in the intelligent era
The Group is strongly positioned to grow, adapt and lead in the intelligent era Leveraging strong foundations Scaling strategic capabilities • Data gravity • Expanding digital platforms and AI tools and agents • Strong customer relationships across GBUs • Global footprint and 3 globally recognised,
Slide 17: The agility advantage: driving growth and shareholder value
The agility advantage: driving growth and shareholder value Strategic edge Operating model Financial impact An execution-driven model that turns strategy into results through two pillars: Clear targets supported by disciplined execution: End-to-end talent and technology solutions Strengthen RUN enab
Slide 18: Turning strategy into results through two pillars
Turning strategy into results through two pillars Strengthen RUN Accelerate CHANGE Enhancing commercial and Innovate and transform operational excellence Develop next-generation assets, to drive profitable growth leveraging AI to unlock new efficiencies and growth levers 18