Beiersdorf Ag · XETR:BEI

Beiersdorf — Q2 2025 Earnings Presentation

31 slides from Beiersdorf's earnings presentation, Aug 6, 2025

1. Slide 1: Beiersdorf H1 2025 Results

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2. Slide 2: Modest NIVEA H1 Growth

3. Slide 3: Eucerin, NIVEA, Aquaphor, Elastoplast

   Euceri Hi ve n iansaplast Aquaphor Elastoplast

4. Slide 4: Slide 4

5. Slide 5: Slowing Markets

   accepts 15% US tariffs to fix r rade relations, says Trump SLOWING MARKETS

6. Slide 6: Derma Double Digit Outperformance H1 2025

   oe Beiersdorf DER BLE DIGIT 7 CO OUTPERFORMANC 4 H1 2025 +12.2% Q2 2025 - + 1 3 - 3 % MARKET EUCERIN YTD May 2025

7. Slide 7: White Space Expansion

   be Eucerin’ Aquaphor WHITE SPACE EXPANSION USA & DOMESTIC CHINA AMERICA H1 2025 +11.6%

8. Slide 8: Breakthrough Innovation

   bs Meet Agepher Beiersd BREAKTHROUGH INNOVATION

9. Slide 9: Thailand France Germany

   51% 26% 23% 15% Thailand France Germany Mexico

10. Slide 10: Slide 10

11. Slide 11: Stronger NIVEA H2 Ahead

    NIVEA Beiersdorf STRONGER NIVEA H2 AHEAD GLOBAI BeiGE N ETICS S CELLULAR EPIGENETICS ERUM 8

12. Slide 12: Launch Net-Sales 2025 vs. 2024

    NIVEA STRONGER NIVEA H2 AHEAD OUTSTAN DING PIP SINE Beiersdorf LAUNCH NET-SALES 2025 vs. 2024 MH JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC H1 vs. PY -3% M™@ 2024 MM 2025 H2 vs. PY +98%

13. Slide 13: La Prairie Improving

    WY LAPRAIRIE Beiersdorf LA PRAIRIE IMPROVING CHINA POSITIVE IN Q2 GLOBAL CHINA ' Q2 Q1 Q2 H1 | + 3% -1.5% | CHINA E-COM Q2 -17.5% : +36« organic sales growth

14. Slide 14: | QNTE Cal

    | QNTE Cal ect :

15. Slide 15: Beiersdorf Skin Care

    Beiersdorf Skin Care +2.6% Competitor 1 Competitor 2 Competitor 3

16. Slide 16: Beiersdorf

    Beiersdorf

17. Slide 17: Leading in Skin Care

    LEADING IN SKIN CARE WINNING IN COMPETITIVE MARKETS INDIA H1 2025 +30.5% organic sales growth

18. Slide 18: NIVEA SUN Europe H1 2025

    NIVEA SUN EUROPE H1 2025 +12.7%

19. Slide 19: Beiersdorf

    Beiersdorf

20. Slide 20: tesa

    TESA AUTOMOTIVE AUTOMOTIVEENVIRONMENT CHALLENGING VOLATILE MARKET H1 ELECTRONICS +3.0% ELECTRONICS GOOD MOMENTUM SMARTPHONE & TABLET LAUNCHES CONSUMER CONSUMER SLOWING MARKET organic sales growth STRONG E-COMMERCE

21. Slide 21: ZEISS Partnership

    ZEISS PARTNERSHIP TESA AND ZEISS JOIN FORCES TO TRANSFORM AUTOMOTIVE & HOME TECH

22. Slide 22: Slide 22

23. Slide 23: Beiersdorf 2025 Change Jan-Jun

    Beiersdorf 2025 CHANGE JAN - JUN IN € MILLION NOMINAL ORGANIC 4,330 +0.0% +1.9% 858 +1.6% +3.0% 5,188 +0.2% +2.1%

24. Slide 24: Consumer Regions

25. Slide 25: EBIT Margin 16.2%

    EBIT MARGIN* 16.2% ADJUSTED EPS* IN €

26. Slide 26: Te

    Te

27. Slide 27: Gross Margin +30 bps

    +30 bps 61.7 0.5 61.4 -0.8 0.6 H1 2024 PRICE COST MIX H1 2025

28. Slide 28: Operating Result and Profit After Tax

    OPERATING RESULT (EBIT, UDING SPECIAL FA\ 838 PROFIT AFTER TAX 590

29. Slide 29: Outlook

30. Slide 30: Guidance 2025

    GUIDANCE 2025 2024 data for reference CONSUMER (excluding special factors): Consumer EBIT margin 13.4% Organic sales growth 3-4% tesa EBIT margin 16.3% Group EBIT margin 13.9% EBIT margin +20bps vs. previous year TESA Organic sales growth 1-3% EBIT margin around 16% TOTAL GROUP Organic sales growth

31. Slide 31: Thank You

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