Seb Sa · EURONEXT:SK
Seb Sa — Groupe SEB — Investor Presentation (September 2026)
47 slides from Seb Sa's investor presentation, September 2026
Slide 1: Groupe SEB Presentation
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Groupe SEB Presentation September 2026
Slide 2: Agenda
GROUPE SEB PRESENTATION – SEPTEMBER 2026 01 Group overview 02 Rebound Plan and key strategic insights 03 Financial results and outlook 04 ESG Ambition 05 Appendices 2
Slide 3: Group overview
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Group overview 3
Slide 4: Our mission
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Our mission “Make consumers’ everyday lives easier and more enjoyable and contribute to better living all around the world” 4
Slide 5: Who we are
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Who we are Worldwide leadership in Small Domestic Equipment and Professional Coffee Machines In 2025 Over 10 years €7.2bn Consumer business ~6% €8.2bn €1bn Sales CAGR Revenue Professional business €601m + €4bn 7.4% FCF Operating Result Operating From Activity
Slide 6: Who we are
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Who we are Presence in more than 150 countries A life-centric innovation > 400m Products sold per year ~3,000 ~ 500 dedicated employees patents filed in2025 > 32,000 Employees worldwide Net zero trajectory approved by SBTi 47 Industrial sites (o/w 29 in Europ
Slide 7: Our key success factors: Leadership positions and strong brands
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Our key success factors Leadership positions and strong brands World-leading positions Strong brands 80% of Consumer sales in 2025 of 2025 sales in 75% markets where the Group is a leader* No. 1 Professional automatic coffee machines No. 1 No. 2 No. 1 No. 1 E
Slide 8: Our key success factors: A "multi" model in Consumer and Professional
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Our key success factors A "multi" model in Consumer and Professional Global presence Extensive product offering Other Asian countries Professional 7% 12% Cookware and Western Europe kitchen utensils China 36% 30% 26% Home care and Consumer sales personal care
Slide 9: Groupe SEB's ambitions
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Groupe SEB’s ambitions CONSUMER MARKET PROFESSIONAL MARKET STRENGTHEN BECOME OUR A GLOBAL REFERENCE LEADERSHIP PLAYER 9
Slide 10: Groupe SEB's consumer market
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Groupe SEB’s consumer market CONSUMER MARKET Market estimated at €85bn Key features of the market Development of multi-equipment and uptrading Vacuum cleaner example > Structural growth (>3% per year) driven by various factors ▪ New local lifestyle and consum
Slide 11: Large presence in many market segments
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Large presence in many market segments Cookware Kitchen Electrics COOKWARE FOOD PREPARATION ELECTRICAL COOKING BEVERAGES AND KITCHEN UTENSILS Home & Personal Care LINEN CARE FLOOR CARE HOME CONFORT PERSONAL CARE 11
Slide 12: Groupe SEB's professional market
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Groupe SEB’s professional market PROFESSIONAL MARKET Market estimated at €15bn Key features of the market Use of coffee as an ingredient in hot or cold drinks > Sustained growth (5-10% per year) driven by: ▪ Development of out-of-home consumption, particularl
Slide 13: Focus on beverage and culinary professional equipment
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Focus on beverage and culinary professional equipment BEVERAGE CULINARY FULL AUTO TRADITIONAL AND COLD BEVERAGE COOKWARE FOOD PREPARATION COOKING COFFEE MACHINES FILTER COFFEE MAKERS AND TABLEWARE 13
Slide 14: Leadership in professional coffee and extended product range
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Leadership in professional coffee and extended product range 2016 2019 2022 2023 Full auto coffee machines Traditional and BEVERAGES filter coffee makers Cold beverages World leader Geographic expansion and extension of our Professional Beverages offering in
Slide 15: Strategic expansion in professional culinary
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Strategic expansion in professional culinary Before 2017 2019 2023 2024 2025 Cookware and Indirect historical presence tableware PROFESSIONAL AND SEMI-PROFESSIONAL Food preparation CULINARY Cooking 15
Slide 16: Launch of the new Professional Coffee hub in China
GROUPE SEB PRESENTATION – SEPTEMBER 2026 GROUPE SEB PRESENTATION – SEPTEMBER 2026 Launch of the new Professional Coffee hub in China R&D center, purchasing and production facility Key milestone in the strategic development of Professional beverages 16
Slide 17: Rebound plan and key strategic insights
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Rebound plan and key strategic insights 17
Slide 18: Rebound plan: Acceleration in the transformation of our environment
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Rebound plan Acceleration in the transformation of our environment Transforming Acceleration of Shift in the Rising importance of brand-consumer innovation Go-to-Market sustainability relationships Launch cadence Social media E-commerce Repairability and prod
Slide 19: Rebound plan: Return to our profitable growth trajectory
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Rebound plan Return to our profitable growth trajectory Reinvent our growth model Restore our profitability Act as a leader in innovation Simplify our organizations and operating methods Systematize our new marketing and e- commerce practices Increase our ind
Slide 20: Reinvent our growth model
GROUPE SEB PRESENTATION – SEPTEMBER 2026 .1 Reinvent our growth model 20
Slide 21: Rebound plan: Relaunch the sales growth trajectory
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Rebound plan Relaunch the sales growth trajectory Roll out our successes Reinvent our categories A reimagined activation strategy “Social-first” 21
Slide 22: Rebound Plan: Promising new innovations
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Rebound Plan Promising new innovations Titanium Wok X-Clean Aerosteam Dolci Pizza Pronto Coffee Crush Supor 22
Slide 23: Roll out our successes
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Roll out our successes X-CLEAN CLEAN-IT June 2026 End of 2026 June 2026 End of 2026 70 countries 70 countries 20 countries 20 countries 5 models 9 models 3 models 5 models AEROSTEAM FUSIONCORE June 2026 End of 2026 June 2026 End of 2026 25 countries 30 countr
Slide 24: Reinvent our categories: Coffee Crush example
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Reinvent our categories Coffee Crush example > 50% more compact appliance compared to a conventional full- auto > Recruitment of a new generation of consumers 24
Slide 25: A reimagined activation strategy "Social-first"
GROUPE SEB PRESENTATION – SEPTEMBER 2026 A reimagined activation strategy “Social-first” Coffee Crush example 01 P R E - L AU N C H 02 L AU N C H - F R A N C E 03 A M P L I F I C AT I O N ~50 countries in 2026 172M reach Crush Crew 20M reach 5M views >60% of investments 10 influencers onboarded dedi
Slide 26: Restore our profitability
GROUPE SEB PRESENTATION – SEPTEMBER 2026 .2 Restore our profitability 26
Slide 27: Rebound plan: €200m in recurring annual savings
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Rebound plan €200m in recurring annual savings c. €200m Target of €200m in recurring annual savings, at run-rate by end of 2027 Organizations Main levers Structure costs & industrial efficiency > Organizations: structure costs and industrial efficiency > Indi
Slide 28: Rebound plan: Roll-out in line with announced timeline
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Rebound plan Roll-out in line with announced timeline Progress Main levers Actions launched in H1 2026 c. €200m Organizations Reduction of structure costs Labor agreements signed in France and in Organizations most German entities Structure costs & Industrial
Slide 29: Financial results and outlook
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Financial results and outlook 29
Slide 30: Key figures at end-June 2026
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Key figures at end-June 2026 H1 Sales Q2 Sales €3,743m €1,859m -0.1% reported +0.9% reported +1.7% LFL vs. 2025 +0.6% LFL vs. 2025 H1 ORfA Q2 ORfA €172m €100m +44.0% vs. 2025 +45.3% vs. 2025 H1 Free cash flow €53m vs. -€213m in H1 2025 30
Slide 31: ORfA recovery in H1
GROUPE SEB PRESENTATION – SEPTEMBER 2026 ORfA recovery in H1 First results of the Rebound plan – full-year outlook confirmed > Deteriorated economic and geopolitical environment, mixed consumption prospects > Slight organic sales growth in H1 > ORfA recovery, notably driven by internal levers > Rebo
Slide 32: 2026 outlook
GROUPE SEB PRESENTATION – SEPTEMBER 2026 2026 outlook Deteriorated macroeconomic and geopolitical environment Mixed consumption prospects Increased inflationary pressures on costs 2026 outlook confirmed: > Full-year ORfA growth Resilience of Small Domestic Equipment markets > Return to a more normat
Slide 33: Medium-term ambition confirmed
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Medium-term ambition confirmed Medium-term ambition confirmed and supported by our strategic model and Rebound plan implementation Return to our historical trajectory, targeting: > 5% annual organic sales growth > and an operating margin of 10%, then progress
Slide 34: ESG Ambition
GROUPE SEB PRESENTATION – SEPTEMBER 2026 ESG Ambition 34
Slide 35: ESG ambition by 2030
GROUPE SEB PRESENTATION – SEPTEMBER 2026 ESG ambition by 2030 ESG at the heart of the Makeconsumers’ everyday lives easier andmoreenjoyable and Group’s strategy contributetobetterliving aroundthe world 2024 Act for Nature Actasaleaderin the Circular Economy Act for All – Eco-design Employees Climate
Slide 36: Key ESG KPIs for the 2030 roadmap
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Key ESG KPIs for the 2030 roadmap 2030 TARGET Scopes 1 & 2 – Greenhouse gases direct emission STI LTI -42% (vs 2021) ACT FOR NATURE Scope 3* - Greenhouse gases indirect emission -25% (vs 2021) Water consumption reduction -25% (vs 2021) SDA products repairable
Slide 37: Key ESG KPIs for 2030 roadmap
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Key ESG KPIs for 2030 roadmap ACT FOR ALL 2030 TARGET Responsible purchasing charter (% of suppliers covered) 100% SUPPLIERS Supplier commitment to an ESG program (representing 80% of the carbon footprint) 500 Quality management CONSUMERS (% of entities with
Slide 38: 2025: Operational progress in our plants
GROUPE SEB PRESENTATION – SEPTEMBER 2026 2025 : Operational progress in our plants 42% GHG reduction by 2030 Occupational safety and health Scopes 1 and 2 (CO2 eq.) (workplace accidents, LTIR) 1.1 0.81 0.76 Reference year <0.5 -18% -23% -42% 2021 2024 2025 2030 target 2021 2024 2025 2030 target Eco-
Slide 39: 2025: Eco-design levers to support decarbonization
GROUPE SEB PRESENTATION – SEPTEMBER 2026 2025 : Eco-design levers to support decarbonization 25% reduction in indirect GHG emissions by 2030 Scopes 3.1, 3.4 and 3.11 (CO2 eq.) Reference year -7% -9% -25% 2021 2024 2025 2030 target Recycled materials Energy efficiency > 52% recycled materials in our
Slide 40: Recognized and improving ESG performance
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Recognized and improving ESG performance Impro International ESG standards Extra-financial rating agencies ving ESG perfor manc e 90/100 Low risk Climate change 51/100 A 70/100 Platinium 18.3 A- Top 5% B- Prime Water (2024) A- NEW 40
Slide 41: Appendices
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Appendices 41
Slide 42: Our key success factors
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Our key success factors A broad and diversified global presence thatbolsterstheGroup’s resilienceandgrowth Strong and More than 150 countries Continuous complementary brands innovation: thatensuretheGroup’s afundamentally leadershippositions life-centric appr
Slide 43: Stable shareholder base, sustaining long-term vision
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Stable shareholder base, sustaining long-term vision Share capital breakdown at 31/12/2025 Breakdown of voting rights at 31/12/2025 *Founder group shareholders continuing the initial concerted voting block (Agreement of 27/02/2019) including VENELLE INVESTISS
Slide 44: Strong diversification of financing resources and well-balanced debt maturity profile
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Strong diversification of financing resources and well-balanced debt maturity profile In €m No financial covenant €67m 2% on each financing €210m €723m 1968 7% 24% €500m 17% €418m 14% €1,048m 35% 1080 1485 212 NEU CP Neu MTN Schuldschein 145 676 Eurobond 12 y
Slide 45: Glossary
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Glossary On a like-for-like basis (LFL) – Organic Sell-out (resales) The amounts and growth rates at constant (or organic) exchange rates and consolidation scope in a Sales made by retailers to consumers. given year compared with the previous year are calcula
Slide 46: Agenda: Next key dates
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Agenda Next key dates - 2026 22 October | after market close Nine-month 2026 sales and financial data Next key dates - 2027 24 February | pre-market 2026 sales and results 46
Slide 47: Contacts
GROUPE SEB PRESENTATION – SEPTEMBER 2026 Contacts Analysts / Investors Press Groupe SEB Groupe SEB Image Sept Financial Communication and Investor Relations Corporate Communication Department Department Caroline Simon Isabelle Dunoyer de Segonzac Raphaël Hoffstetter Guillaume Baron Cathy Pianon Clém