Puig Brands, S.a. Class B · BME:PUIG
Puig Brands, S.a. Class B — Q2 2025 Earnings Presentation
11 slides from Puig Brands, S.a. Class B's earnings presentation, Sep 9, 2025
Slide 1: Q2 2025 Sales Update
Q2 2025 SALES UPDATE July 16, 2025
Slide 2: Disclaimer
Disclaimer This document has been prepared by Puig Brands, S.A. (the “Company” and together with its subsidiaries, the “Group”) for the sole purpose expressed herein and neither this document nor the information contained herein, can be used, disclosed, or published by third parties for other purpos
Slide 3: Puig
Puig A home of love brands, within a family company, that furthers wellness, confidence and self-expression, while leaving a better world 3
Slide 4: 7.6% LFL growth in H1 2025, outperforming the premium beauty market
7.6% LFL growth in H1 2025, H1 2025 outperforming the premium beauty market YoY growth 7.6% (1.7%) 5.9% in €M € 2,171 € 2,299 Continued positive LFL growth across all business segments in H1, with noteworthy outperformance of Fragrance and Skincare € 165 € (36) while Makeup returned to growth Growth
Slide 5: Continued growth in Q2
Continued growth in Q2 Q2 growth 2025 - Evolution of quarterly like-for-like growth YoY growth 7.7% (3.8%) 3.9% in €m € 1,053 € 1,093 7.5% 7.7% € 81 (€40) Q2 2024 LFL growth FX Q2 2025 Q1 Q2 5
Slide 6: All business segments contributed to growth in H1 and Q2 2025
All business segments contributed to growth in H1 and Q2 2025 Net Reported LFL Revenue Growth Growth Fragrance H1 € 1,685m +6.5% +8.6% & Fashion 73%1 Total Q2 € 788m +2.4% +6.7% Makeup H1 € 339m +1.4% +2.0% 15%1 Total Q2 € 174m +7.4% +10.5% Skincare H1 € 276m +8.1% +8.6% 12%1 Total Q2 € 131m +8.3% +
Slide 7: All geographies delivered growth in H1 and Q2
All geographies delivered growth in H1 and Q2 Net Reported LFL Revenue Growth Growth EMEA H1 € 1,199m +3.9% +3.6% 52%1 of total Q2 € 555m +3.4% +3.5% Americas H1 € 867m +6.5% +10.9% 38%1 of total Q2 € 416m +1.6% +10.0% APAC H1 € 234m +14.7% +16.5% 10%1 of total Q2 € 123m +14.9% +19.5% (1) Correspond
Slide 8: Q2 2025 Highlights
Q2 2025 Highlights Fragrance Fragrance Fragrance Pre-launch of Carolina Herrera’s Celebration in Venice of the L’Artisan Byredo Icons Bal d’Afrique and Rose new fragrance pillar La Bomba Parfumeur craftsmanship through of No Man’s Land joined the Absolu Abyssae Collection. Makeup Skincare Skincare C
Slide 9: Puig reconfirming its 2025 Outlook
Puig reconfirming its 2025 Outlook Revenue 6-8% like-for-like growth expectation reflecting the current state of the beauty market Adj. EBITDA Margin Adjusted EBITDA margin improvement expectation similar to 2024 Dividends Intention to maintain ~40% dividend payout ratio out of reported net profit i
Slide 10: Appendix
PUIG eo Appendix
Slide 11: Appendix: 2025 Net Revenue Figures
Appendix: 2025 Net Revenue Figures Q1 Q2 H1 Reported LFL Reported LFL Reported LFL €M growth growth €M growth growth €M growth growth Puig 1,205.9 +7.8% +7.5% 1,093.5 +3.9 % +7.7 % 2,299.3 +5.9 % +7.6 % By business segment Fragrance and Fashion 896.4 +10.4% +10.4% 788.3 +2.4% +6.7% 1,684.7 +6.5 % +8