Straumann Holding Ag · SIX:STMN
Straumann — Investor Day (November 2025)
104 slides from Straumann's investor day presentation, Nov 25, 2025
Slide 1: Welcome to the Capital Markets Day 2025
WELCOME TO THE CAPITAL MARKETS DAY 2025
Slide 2: Disclaimer
DISCLAIMER This presentation contains forward-looking statements, including statements regarding the beliefs, expectations and assumptions of future results, performance or achievements of Straumann Group, that are based upon information available to Straumann Group as of the date such statements ar
Slide 3: Agenda
AGENDA 09h05 – 09h45 Introduction, trends and strategy update 09h45 – 10h10 Transform dental professionals’ digital experience 10h10 – 10h40 Expand implant market leadership 10h40 – 11h15 Break 11h15 – 11h35 Transforming the ortho franchise 11h35 - 11h45 Disrupting prosthetic through digital 11h45 -
Slide 4: Capital Markets Day 2025
CAPITAL MARKETS DAY 2025 Guillaume Daniellot, Chief Executive Officer Basel, 25 November 2025
Slide 5: Anchored in purpose. Driven by mission.
ANCHORED IN PURPOSE. DRIVEN BY MISSION. Purpose: We exist… To unlock the potential of people’s lives Mission: Our goal is to be … The most innovative, customer -focused digitally powered oral care company in the world 5
Slide 6: Our strategic compass guides our path forward
OUR STRATEGIC COMPASS GUIDES OUR PATH FORWARD Our journey 2021 2025 2030 A BOLD AMBITION Our STRATEGIC COMPASS Reconfirmed CORE BELIEFS Double digit growth CAGR 10 mn smiles by 2030 6
Slide 7: How have we progressed?
HOW HAVE WE PROGRESSED? 2021 ambition vs. 2024 realization Revenue EBIT FX Effect1 Revenue2 FX Effect1 EBIT2 CHF million % margin, CHF million 3′0331 983 1 32.4% +16.2% CAGR +18.5% 2′504 591 CAGR 1’932 +9.0% CAGR 2′504 30.6% +3.2% 1′932 CAGR 2′321 2′321 1′714 2′277 2′277 2′504 603 650 26.0% 26.0% 20
Slide 8: We made significant progress on most of our strategic dimensions
WE MADE SIGNIFICANT PROGRESS ON MOST OF OUR STRATEGIC DIMENSIONS 6.7 million smiles created ¦ 82: Engagement score Implantology market share grew from 29% to 35% Double digit % CAGR Driven by innovation and 21-24 DSO business multi-brand strategy Sold DrSmile <5% Clear Aligner share to ImpressGroup
Slide 9: What is happening around us?
WHAT IS HAPPENING AROUND US? 9
Slide 10: Trends with significant impact on dentistry
TRENDS WITH SIGNIFICANT IMPACT ON DENTISTRY NEW ACCELERATED SHIFT FROM GLOBAL DIGITAL ACCELERATION TO FRAGMENTED WORLD FUELED BY AI SHIFTS IN THE CONSOLIDATION IN COMPETITIVE LANDSCAPE DENTISTRY CONTINUING 10
Slide 11: Strong market fundamentals remain
STRONG MARKET FUNDAMENTALS REMAIN Powerful demographic, economic, and clinical trends create exceptional opportunities for sustained expansion in the global dental implant market. Aging population Rising affordability Aging populations worldwide driving increased Expanding middle class in emerging m
Slide 12: Large, underpenetrated market opportunity
LARGE, UNDERPENETRATED MARKET OPPORTUNITY 220M Potential patients 20M Ortho case starts 2M+ Cliniciansglobally per year who can per year afford treatment 12
Slide 13: Huge market opportunity across all segments
HUGE MARKET OPPORTUNITY ACROSS ALL SEGMENTS Implantology Clear aligner 4.7BN CHF Market size 6.0BN CHF Market size ~3% Market share LDD 2026-2030 estimated market growth 35% Market share Digital 2.6BN CHF Market size MSD 2026-2030 estimated market growth Equipment >5% Market share LDD 2026-2030 esti
Slide 14: Well balanced revenue across all regions
WELL BALANCED REVENUE ACROSS ALL REGIONS NAM EMEA 28 %* 40 %* 23 %* APAC LATAM 9 %* 14 * % of FY 2024 Group total revenue
Slide 15: Well positioned global manufacturing network
WELL POSITIONED GLOBAL MANUFACTURING NETWORK EMEA NAM APAC LATAM 15
Slide 16: Our playbook for growth – to outperform the market
OUR PLAYBOOK FOR GROWTH – TO OUTPERFORM THE MARKET Accelerating market outperformance through strategic innovation and digital transformation 01 02 03 Expand Transform Disrupt implant leadership ortho franchise chairside prosthetics Innovation digitalization 16
Slide 17: Our growth engine: winning with innovation and digitalization
OUR GROWTH ENGINE: WINNING WITH INNOVATION AND DIGITALIZATION Innovation Digitalization drives product excellence enhances clinical experience Increasing Expanding Simplifying Improving clinical Accelerating Standardization and efficiency and indications treatment outcome treatment driving scalabili
Slide 18: Digitalization of the end-to-end treatment journey
DIGITALIZATION OF THE END-TO-END TREATMENT JOURNEY Platform technology is key for clinician experience engage Plan Diagnose treat Capture monitor STRAUMANN AXS Platform Connectivity / storage – security & compliance – AI automation – simplicity / openness
Slide 19: Straumann AXS orchestrating the Straumann ecosystem
STRAUMANN AXS ORCHESTRATING THE STRAUMANN ECOSYSTEM Platform strategy is key for clinician experience engage Plan Diagnose treat Capture monitor STRAUMANN AXS Platform Connectivity / storage – security & compliance – AI automation – simplicity / openness
Slide 20: Digitalization is driving differentiation & revenue growth
DIGITALIZATION IS DRIVING DIFFERENTIATION & REVENUE GROWTH Selling Digital SoftWare subscription fee Selling Equipment CONSUMABLES engage Plan Diagnose treat Capture monitor STRAUMANN AXS Platform Connectivity / storage – security & compliance – AI automation – simplicity / openness
Slide 21: Positioned to capture the full market opportunity
POSITIONED TO CAPTURE THE FULL MARKET OPPORTUNITY Financial ambition 2030 Increased growth and profitability Culture/people A high-performance culture Innovation A continued strong innovation flow Revenue growth at around 10% CAGR Digitalization A differentiated clinical experience Average Profitabi
Slide 22: Transform dental professionals' digital experience
TRANSFORM DENTAL PROFESSIONALS’ DIGITAL EXPERIENCE Thomas Friese, Chief Technology and Information Officer 22
Slide 23: We transform the dental professionals' experience with our AXS cloud based platform
WE TRANSFORM THE DENTAL PROFESSIONALS’ EXPERIENCE WITH OUR AXS CLOUD BASED PLATFORM TO DRIVE: • SIMPLICITY • IMPROVED QUALITY OF CARE • FASTER TREATMENT • INCREASED EFFICIENCY 23
Slide 24: Achieving digitalization with the AXS platform
ACHIEVING DIGITALIZATION WITH THE AXS PLATFORM An open system co-created with customers speeds up innovation Connectivity / security & AI Automation Simplicity / storage Compliance Openness Smile in a box PATIENT JOURNEY engage Plan Diagnose treat Capture monitor 24 STRAUMANN AXS Platform Connectivi
Slide 25: Enabling effortless data capture from a vast installed base
ENABLING EFFORTLESS DATA CAPTURE FROM A VAST INSTALLED BASE CBCT and intraoral scanner portfolio integrated into AXS regardless of brand “ …clinically, the full arch workflow of SIRIOS X3 and EXACT is life changing…” Vincent Fehmer, Switzerland CBCT Intraoral scanner engage Plan Diagnose treat Captu
Slide 26: Digital dentistry making treatment more predictable
DIGITAL DENTISTRY MAKING TREATMENT MORE PREDICTABLE AI powered integration of CBCT and IOS creates the digital twin of the patient CBCT Digital twin Intraoral scanner engage Plan Diagnose treat Capture monitor 26 STRAUMANN AXS Platform Connectivity / storage – security & compliance – AI automation –
Slide 27: Growing customers' business through patient engagement
GROWING CUSTOMERS’ BUSINESS THROUGH PATIENT ENGAGEMENT AI is helping to get the patient “YES” and to deliver on the promise engage Plan Diagnose treat Capture monitor 27 STRAUMANN AXS Platform Connectivity / storage – security & compliance – AI automation – simplicity / openness
Slide 28: Time saving AI planning tool drives practice efficiency
TIME SAVING AI PLANNING TOOL DRIVES PRACTICE EFFICIENCY Platform enables seamless collaboration of human experts and AI agents AI supported planning is here Customer USE Planning Software - Collaborating with AI and EXPERTS engage Plan Diagnose treat Capture monitor 28 STRAUMANN AXS Platform Connect
Slide 29: Delivering on patient expectations with high precision
DELIVERING ON PATIENT EXPECTATIONS WITH HIGH PRECISION Combining the physical and digital world enables consumption and business growth Get your Guide from Augmenting surgeons’ skills & Planning Experts Experience requires a platform Smile in a box Straumann Falcon engage Plan Diagnose treat Capture
Slide 30: Implant registry: adding insight to treatment
IMPLANT REGISTRY: ADDING INSIGHT TO TREATMENT A growing dataset of long-term success enabling process quality improvement • Traceability more than • Clinical Insights 85’000 • Scale patients registered engage Plan Diagnose treat Capture monitor 30 STRAUMANN AXS Platform Connectivity / storage – secu
Slide 31: Key take-aways
KEY TAKE-AWAYS Digital equipment and product consumption from the platform enabled portfolio are the m 1 growth drivers, while software subscription fees create additional recurring revenues. Customers realize efficiency gains from simplicity of workflows with up to 50% -time, free chair 2 translati
Slide 32: Expand implant market leadership
EXPAND IMPLANT MARKET LEADERSHIP Andreas Utz, Head of Implantology Business Unit 32
Slide 33: The opportunity for growth is massive
THE OPPORTUNITY FOR GROWTH IS MASSIVE Patient Potential Treated patients Missing Teeth ~220M Potential Patients1 ~16M Treated Patients with Implants per year per year On each 1 patient receiving implants 1 Based on countries included in the market model only; all values based on the year 2023; based
Slide 34: Outperforming the market — big opportunities remain
OUTPERFORMING THE MARKET — BIG OPPORTUNITIES REMAIN Growing two times faster than the market Global implantology market size (CHF bn) Premium and value segment (CHF bn) 6 5.4 5.6 5 ~50-55% ~18-20% Market 2.9 3.1 opportunity STMN share 30% 32% 35% 29% Premium Value 2021 2022 2023 2024 34 Source: Stra
Slide 35: Expanding the implantology business
EXPANDING THE IMPLANTOLOGY BUSINESS Driving the next chapter of implantology growth PLAYBOOK FOR IMPLANTOLOGY GROWTH PRODUCT INNOVATION DIGITALIZATION EDUCATION GEOGRAPHIC EXPANSION 35
Slide 36: Expanding the implantology business
EXPANDING THE IMPLANTOLOGY BUSINESS Driving the next chapter of implantology growth PLAYBOOK FOR IMPLANTOLOGY GROWTH PRODUCT INNOVATION DIGITALIZATION EDUCATION GEOGRAPHIC EXPANSION 36
Slide 37: The innovation leader in our industry for over 20 years
THE INNOVATION LEADER IN OUR INDUSTRY FOR OVER 20 YEARS 64% of Straumann brand revenue INNOVATION DRIVES today = innovations of the OUR REVENUE last decade FULL THE NEXT INNOVATION GENERATION OF PIPELINE DESIGNED FOR IMPLANTS METAL FREE IMMEDIACY IMPLANTS SOLUTIONS FOR AESTHETIC BLT ANATOMICAL LEGAC
Slide 38: Large growth potential in fully-tapered and apically-tapered market segments
LARGE GROWTH POTENTIAL IN FULLY-TAPERED AND APICALLY- TAPERED MARKET SEGMENTS Premium implant market – from 8 in 2021 to 10.8 million implants Fully tapered ~20% A market share increase from 40 – 50% represents a CHF 200 million Apically tapered 50 - 55% opportunity Parallel walled ~80% Straumann sh
Slide 39: Our premium technologies – engineered for predictability, strength & faster healing
OUR PREMIUM TECHNOLOGIES – ENGINEERED FOR PREDICTABILITY, STRENGTH & FASTER HEALING Reduces invasiveness and treatment Roxolid complexity Advanced surface technology supports SLActive osseointegration faster • One instrument set iExcel • One connection BLC TLC BLX TLX • One prosthetic platform 39
Slide 40: iExcel is the most modern and unique implant system in the market
iEXCEL IS THE MOST MODERN AND UNIQUE IMPLANT SYSTEM IN THE MARKET AND OUR PLATFORM FOR GROWTH More than 1 m implants sold 20% of iExcel users are new customers 40
Slide 41: Strong innovation pipeline will continue to fuel the strength of the Straumann brand
STRONG INNOVATION PIPELINE WILL CONTINUE TO FUEL THE STRENGTH OF THE STRAUMANN BRAND AND ITS SUCCESS Future FUTURE FUTure implant designs surface technology workflows 41
Slide 42: Expanding the implantology business
EXPANDING THE IMPLANTOLOGY BUSINESS Driving the next chapter of implantology growth PLAYBOOK FOR IMPLANTOLOGY GROWTH PRODUCT INNOVATION DIGITALIZATION EDUCATION GEOGRAPHIC EXPANSION 42
Slide 43: Customer experience has become a key differentiator and growth accelerator
CUSTOMER EXPERIENCE HAS BECOME A KEY DIFFERENTIATOR AND GROWTH ACCELERATOR 50% PRODUCT + 50% EXPERIENCE 43 *that the customer is making during his journey with us
Slide 44: iExcel - the anatomic healing abutment
iEXCEL - THE ANATOMIC HEALING ABUTMENT Enabling simplified treatment procedures and time saving for patient and clinician Traditional Workflow Healing Abutment Straumann® Anatomic Healing Abutment XC Scanbody Straumann® Anatomic Healing Abutments XC (AHA) 2-in-1 solution 44
Slide 45: Fast Molar: the simplest way to save clinical chair time
FAST MOLAR: “THE SIMPLEST WAY TO SAVE CLINICAL CHAIR TIME” 0 WEEKS 10 WEEKS 20 WEEKS 30 WEEKS 1 CONVENTIONAL (34W) 2 3 4 5 1st Surgery 2nd Surgery 3rd Surgery Impression 5 Final Crown Tooth extraction & Ridge preservation Implantation with closure screw Placing healing abutment IOS with standard sca
Slide 46: Full arch scanning capabilities with Straumann EXACT and Direct IP
FULL ARCH SCANNING CAPABILITIES WITH STRAUMANN EXACT AND DIRECT IP 50% CHAIR TIME REDUCTION 60 MINUTES SAVED PER APPOINTMENT PLACE EXACT SCAN WITH SIRIOS X3 RE-FIT TEMP SEND TO UN!Q UN!Q DESIGN UN!Q PRODUCE 19 → 10PROCESS STEPS 46
Slide 47: Expanding the implantology business
EXPANDING THE IMPLANTOLOGY BUSINESS Driving the next chapter of implantology growth PLAYBOOK FOR IMPLANTOLOGY GROWTH PRODUCT INNOVATION DIGITALIZATION EDUCATION GEOGRAPHIC EXPANSION 47
Slide 48: Education activities drive market access and customer conversion
EDUCATION ACTIVITIES DRIVE MARKET ACCESS AND CUSTOMER CONVERSION – UNIQUELY POSITIONED WITH THE ITI AND THE ILAPEO +301K +7K +1000 34k +1.5k +1100 Doctors trained Education Study clubs Doctors trained Education Smiles Per year Activities GLOBALLY Per year Activities Created ILAPEO Statistics for 202
Slide 49: Expanding the implantology business
EXPANDING THE IMPLANTOLOGY BUSINESS Driving the next chapter of implantology growth PLAYBOOK FOR IMPLANTOLOGY GROWTH PRODUCT INNOVATION DIGITALIZATION EDUCATION GEOGRAPHIC EXPANSION 49
Slide 50: Unlocking significant market potential through multi-brand strategy
UNLOCKING SIGNIFICANT MARKET POTENTIAL THROUGH MULTI-BRAND STRATEGY Full COMPETITIVE Brand Value implant market – from 24 million Portfolio in the CHALLENGER in 2021 to 37 million implants 2024 SEGMENT EMEA NAM LATAM APAC Straumann share Value market opportunity 50
Slide 51: Strong Neodent innovation pipeline driving growth in existing markets
STRONG NEODENT INNOVATION PIPELINE DRIVING GROWTH IN EXISTING MARKETS INNOVATION DRIVES OUR REVENUE 84% GP Specialists dsos PRACTICE -PROVEN SOLUTIONS & +20 YEARS OF CLINICAL SUPPORT & COMPREHENSIVE PORTFOLIO & VALIDATED RESULTS PATIENT -CENTRICITY COST-EFFECTIVE SOLUTIONS 51
Slide 52: Geographic expansion will significantly accelerate growth of Neodent
GEOGRAPHIC EXPANSION WILL SIGNIFICANTLY ACCELERATE THE GROWTH OF OUR LEADING VALUE BRAND NEODENT 17% NAM 7% EMEA + 20% market share Low or 0% market share 2% APAC Recent registrations: Czech Republic, Kazakhstan, Georgia 53% LATAM Registration for china expected 2027 52
Slide 53: Medentika and Anthogyr will grow dynamically
MEDENTIKA AND ANTHOGYR WILL GROW DYNAMICALLY, DRIVEN BY TARGETED GEOGRAPHIC EXPANSION AND NEW PRODUCTS TO COME New China eco-line, Medentika branded • Leading position in Germany in abutment business • Presence in selected Western and Eastern European markets • Strong in Canada, launch North America
Slide 54: Key take aways
KEY TAKE AWAYS 1 Massive opportunity in both premium & value segment 2 Innovation leadership is driving market share gains 3 Digitalization drives practice value creation & differentiation in the future 4 Multi brand strategy is supporting long term growth and leadership expansion 54
Slide 55: Transform ortho franchise
TRANSFORM ORTHO FRANCHISE Florian Kirsch, Head of Integrated Digital Technologies 55
Slide 56: We have an incredible opportunity
WE HAVE AN INCREDIBLE OUR ASPIRATION OPPORTUNITY Achievingsignificant market 20M Annual ortho starts share gainwithsustainable profitability Clear aligner 4.7BN CHF Market size ~3% Market share LDD 2026-2030 estimated market growth 56 56
Slide 57: We are transforming our ortho business
WE ARE TRANSFORMING OUR ORTHO BUSINESS To build the capabilities to further win market shares Very competitive Manufacturing for High-Performance valueproposition scale and profitability Go-to-Marketengine Powered by the Straumann ortho digital ecosystem and accelerated through key strategic partner
Slide 58: Smartee partnership: accelerating innovation & scale
SMARTEE PARTNERSHIP: ACCELERATING INNOVATION & SCALE Advanced technology and manufacturing that elevate our product, speed, and efficiency Their expertise Partnership The impact • Advanced technology leader • Manufacturing partner (EMEA & APAC) • Expanded clinical & digital value prop • High-scale,
Slide 59: The Straumann ortho digital ecosystem
THE STRAUMANN ORTHO DIGITAL ECOSYSTEM Delivering an elevated clinician and patient experience that drives better outcomes engage Plan Diagnose treat Capture monitor ClearCorrect Doctor Portal 59 Supported by STRAUMANN AXS Platform
Slide 60: Open, scanner-agnostic capture with seamless SIRIOS integration
OPEN, SCANNER-AGNOSTIC CAPTURE WITH SEAMLESS SIRIOS INTEGRATION Enabling easier case starts and driving broader adoption SIRIOS Open Platform Direct integration Multi-scanner connectivity engage Plan Diagnose treat Capture monitor ClearCorrect Doctor Portal 60 Supported by STRAUMANN AXS Platform
Slide 61: A predictive tool that aides in case assessment
A PREDICTIVE TOOL THAT AIDES IN CASE ASSESSMENT Improving case selection and strengthening clinical confidence Case Complexity Assessment Fully integrated into the ClearCorrect® Doctor Portal Powered by: Note: Images shown are for visualization purposes. Final UX/UI and product design may vary. enga
Slide 62: Clinically-relevant outcome simulation tool
CLINICALLY-RELEVANT OUTCOME SIMULATION TOOL That educate patients and drive higher case acceptance chairside Clinical Outcome Simulator Fully integrated into the ClearCorrect® Doctor Portal Powered by: Note: Images shown are for visualization purposes. Final UX/UI and product design may vary. engage
Slide 63: Advanced treatment planning tools
on purposes. ay vary. ADVANCED TREATMENT PLANNING TOOLS That streamline workflows and enable more predictable, customized outcomes. CBCT Case Success Partner ClearPilot Integration On-demand planning support + Approve with Changes* *For countries with RA clearance engage Plan Diagnose treat Capture
Slide 64: Advancing our premier aligner with broader indications
on purposes. ay vary. ADVANCING OUR PREMIER ALIGNER WITH BROADER INDICATIONS Increasing clinical versatility and enabling more comprehensive treatment ClearQuartz Scalloped Trimline Mandibular w/ High & Flat; Low Trimlines For clinician preference Repositioning Devices Powered by: Powered by: engage
Slide 65: Advancing our premier aligner with broader indications
on purposes. ay vary. ADVANCING OUR PREMIER ALIGNER WITH BROADER INDICATIONS Increasing clinical versatility and enabling more comprehensive treatment ClearCorrect ClearCorrect Sync App RemoteCare For on -the-go case and patient app management and tracking Powered by: engage Plan Diagnose treat Capt
Slide 66: Unlocking GP and DSO growth
UNLOCKING GP AND DSO GROWTH Through a more confident, connected treatment journey ADOPTION HURDLE CLEARCORRECT SOLUTION Uncertainty in selecting Efficient tools and solutions that and managing aligner cases build GP clinical confidence Differentiated and efficient value Uncertainty in selecting the
Slide 67: ClearCorrect is positioned to drive strong future growth
CLEARCORRECT IS POSITIONED TO DRIVE STRONG FUTURE GROWTH A business built for scale, differentiation, and profitable growth More focused Go to market structure to significantly grow market share with sustainable 1 profitability 2 Winning value proposition for GPs and DSOs 3 We transform manufacturin
Slide 68: Disrupting prosthetic through digital
DISRUPTING PROSTHETIC THROUGH DIGITAL Florian Kirsch, Head of Integrated Digital Techonolgies 68
Slide 69: New digital technology is unlocking the chairside prosthetic segment
NEW DIGITAL TECHNOLOGY IS UNLOCKING THE FULL POTENTIAL OF THE PATIENT-SPECIFIC CHAIRSIDE PROSTHETIC SEGMENT Implantology Clear aligner 4.7BN CHF Market size 6.0BN CHF Market size ~3% Market share BUSINESS ENABLER DRIVING REVENUE LDD 2026-2030 estimated market growth • Selling Digital 35% Market sha
Slide 70: Let's start with IOS – the entry point into the AXS ecosystem
LET’S START WITH IOS – THE ENTRY POINT INTO THE AXS ECOSYSTEM Our cloud-based platform supporting the entire treatment journey Intraoral scanner engage Plan Diagnose treat Capture monitor 70 STRAUMANN AXS Platform Connectivity / storage – security & compliance – AI automation – simplicity / openness
Slide 71: The market potential of intraoral scanners is incredible
THE MARKET POTENTIAL OF INTRAORAL SCANNERS IS INCREDIBLE Straumann Group is perfectly positioned to capture significant value Penetration Globally 30% to 35% of practices with an IOS 2M+ clinicians globally Very large potential one IOS in every dental clinic and at every dental chair DSOs significan
Slide 72: We offer a broad IOS portfolio at all price points
WE OFFER A BROAD IOS PORTFOLIO AT ALL PRICE POINTS Featuring an best price-value relationships in the industry IOS portfolio 3Shape Premium TRIOS 5/6 Mid SIRIOS X3 Entry SIRIOS STRAUMANN AXS Platform engage Plan Diagnose treat Capture monitor 72 STRAUMANN AXS Platform Connectivity / storage – securi
Slide 73: New SIRIOS X3 - seamlessly integrated in the ecosystem
NEW SIRIOS X3 - SEAMLESSLY INTEGRATED IN THE ECOSYSTEM Significant potential to outgrow the market • High-speed delivering • Seamless integration into top-notch accuracy Straumann AXS • Lightweight and small • Fluid digital workflow experience from the scan • Wireless with industry benchmark battery
Slide 74: Direct Implant Positioning (Direct IP)
DIRECT IMPLANT POSITIONING (DIRECT IP) A disruptive new End-to-End validated edentulous scanning solution DirectIP new scanbody system • Replaces the need for expensive photogrammetry devices • Optimized for Straumann SIRIOS X3 • Smooth integration into digital restorative planning Coming in Q1 2026
Slide 75: New digital technology is unlocking the chairside prosthetic segment
NEW DIGITAL TECHNOLOGY IS UNLOCKING THE FULL POTENTIAL OF THE PATIENT-SPECIFIC CHAIRSIDE PROSTHETIC SEGMENT Implantology Clear aligner 4.7BN CHF Market size 6.0BN CHF Market size ~3% Market share BUSINESS ENABLER LDD 26-30 Estimated market growth DRIVING REVENUE 35% Market share • Selling Digital D
Slide 76: Straumann exclusive Midas by SprintRay
STRAUMANN EXCLUSIVE MIDAS BY SPRINTRAY The step-change in chairside printing powered through Straumann AXS • Fast! 3 crowns, inlays or onlays in less than 10 minutes • Innovative chairside resin portfolio in a patented capsule format • Enabling a sticky recurring revenue model engage Plan Diagnose t
Slide 77: Unique chairside workflow from scan to smile
UNIQUE CHAIRSIDE WORKFLOW FROM SCAN TO SMILE Fully faciliated and outcome validated through Straumann AXS proprietary technology • Effortless clinician experience (few clicks) • Fully integrated and enabled through AXS • Future workflow innovation in combination with stock consumables engage Plan Di
Slide 78: Disruptive digital workflow creating chairside efficiency and recurring revenue
DISRUPTIVE DIGITAL WORKFLOW CREATING CHAIRSIDE EFFICIENCY WHILE SIGNIFICANTLY DRIVING RECURRING REVENUE engage Plan Diagnose treat Capture monitor 78 STRAUMANN AXS Platform Connectivity / storage – security & compliance – AI automation – simplicity / openness
Slide 79: Key take-aways
KEY TAKE-AWAYS Wehave a significant market share ambition the Intra in Oral scanner segment thanks to a versat 1 and very competitive IOS portfolio Straumann AXS platform enables fast implementation of new digital solutions like Chairsid 2 prosthetic 3D printing 3 Recurring prosthetic consumables sa
Slide 80: High-performance culture
HIGH- PERFORMANCE CULTURE Arnoud MiddeI, Chief People Officer
Slide 81: High-performance culture is what makes us deliver on our bold ambition
HIGH-PERFORMANCE CULTURE IS WHAT MAKES US DELIVER ON OUR BOLD AMBITION
Slide 82: Our competitive advantage and key enabler is our culture
OUR COMPETITIVE ADVANTAGE AND KEY ENABLER IS OUR CULTURE External trend our foundation Internal focus VOLATILE SPEED / AGILITY COMPLEX COLLABORATION DISRUPTIVE READINESS 82
Slide 83: Our unique high performer player learner culture
OUR UNIQUE HIGH PERFORMER PLAYER LEARNER CULTURE STRONG “I” THROUGH FOCUS ON TALENT AND SKILLS STRONG “WE” THROUGH FOCUS ON LEADERSHIP EXCELLENCE STRONG RESULTS “IT” THROUGH FOCUS ON HIGH ENGAGEMENT 83
Slide 84: Building a strong "I" through focus on talent development
BUILDING A STRONG “I” THROUGH FOCUS ON TALENT DEVELOPMENT WE FOCUS ON INDIVIDUAL DEVELOPMENT TO BUILD A TALENT SUPPLY AND BUILD OBJECTIVE: STRONG TALENT PIPELINE STRONG TALENT PIPELINE Focused talent acquisition ATTRACT RETAIN Targeted talent development Structured Succession planning KPI: Talent be
Slide 85: Building organizational readiness and skills for the future
BUILDING ORGANIZATIONAL READINESS AND SKILLS FOR THE FUTURE BUILDING DIGITAL SKILLS AND INESS READ THROUGH A COMPANY WIDE PROGRAM EDGE!UP 78 I am confident about my digital skills for the future +3900 Employees trained * Source annual GLINT survey; BM based on GLINT universe
Slide 86: Leadership excellence is driving a strong "WE"
LEADERSHIP EXCELLENCE IS DRIVING A STRONG “WE” OUR INVESTMENT AND FOCUS ON LEADERSHIP DEVELOPMENT PAYS OFF Objective: strong leaders at all levels 80 Manager effectiveness Leadership Academy 74 Management Essentials KPI: Manager effectiveness Objective: 85% of Managers with a score > 70 2020 2024 86
Slide 87: Consistently high employee engagement in the top 10 percentile
WE HAVE MAINTAINED CONSISTENTLY HIGH EMPLOYEE ENGAGEMENT AND PLAY IN THE TOP 10 PERCENTILE POSITIONING AGAINST GLOBAL BENCHMARK (BM)*: +3 AGAINSTth25 TH PERCENTILE AND +1 AGAINST 10 Comparison vs. Top Companies Quartile 2025 PERCENTILE 100 Engagement Score +4 92 Employee Satisfaction: How happy are
Slide 88: Built on culture. Driven by talent. Multiplied by leadership.
BUILT ON CULTURE. DRIVEN BY TALENT. MULTIPLIED BY LEADERSHIP. 1 High-performance cultureis ouruniquefoundation ofsuccess 2 Investments in talents and skills are fueling growth engine 3 Our focus on leadership excellence in multiplying impact 88
Slide 89: Drive organizational excellence
DRIVE ORGANIZATIONAL EXCELLENCE Isabelle Wege, Chief Financial Officer 89
Slide 90: Stronger, more diversified – and more profitable
STRONGER, MORE DIVERSIFIED – AND MORE PROFITABLE Revenue and profitability are ahead of expectations, with FX as the main offset Revenue Ambition Product mix Geographical mix Customer mix Growth Core EBIT 20212 At least Core EBIT 25-30% at 2021 constant 10% organic CAGR currency 20242 16.2%1 32.4%1
Slide 91: Translating strong growth into stronger cash generation
TRANSLATING STRONG GROWTH INTO STRONGER CASH GENERATION Revenue to Free Cash Flow bridge FY20241 CFO AGENDA UNTIL 2030 Revenue 2.5bn Gross Profit Commercial excellence Operations excellence Gross Profit 1.8bn EBIT 71.4% Procurement Operational leverage EBIT 0.65bn 26.0% Free Cash Flow Working Capita
Slide 92: Driving commercial excellence to capture full value of growth
DRIVING COMMERCIAL EXCELLENCE TO CAPTURE FULL VALUE OF GROWTH Revenue FX Effect1 Revenue2 Cfo agenda until 2030 CHF million 3′033 1 • Outgrow the markets through innovation power, multi- brand strategy and increasing share in enterprise customers +16.2% CAGR • Further strengthening revenue managemen
Slide 93: Smarter manufacturing and supply chain
SMARTER MANUFACTURING AND SUPPLY CHAIN Gross profit Cfo agenda until 2030 FX Effect1 Revenue2 % margin, CHF million • “Local-for-local” production strategy reduces logistics and 2’294 1 will increase the natural foreign currency hedge 75.6% • Implantology: New Shanghai campus and local production +1
Slide 94: Operational excellence to sustain margin expansion
OPERATIONAL EXCELLENCE TO SUSTAIN MARGIN EXPANSION FX Effect1 EBIT2 EBIT Cfo agenda until 2030 % margin, CHF million 1 983 • Increasing operational efficiency and shared services which will 32.4% increase the natural foreign currency hedge +18.5% • Introduction of centralized procurement to leverage
Slide 95: Unlocking free cash flow to fund future growth
UNLOCKING FREE CASH FLOW TO FUND FUTURE GROWTH Free Cash Flow1 Cfo agenda until 2030 CHF million 441 • Maintain strong cash conversion focus in every business • Various measures planned to reduce working capital intensity 373 CHF 1 billion invested over • Capex intensity is expected to be lower give
Slide 96: Strong balance sheet enables growth and value creation
STRONG BALANCE SHEET ENABLES GROWTH AND VALUE CREATION Capital allocation priority order 1 Reinvestment in the business to drive sustainable future growth 2 Strong balance sheet to accelerate strategic priorities and pursue M&A 3 maintaining and increasing dividends with earnings 96
Slide 97: Sustained growth, rising profitability & strong cash generation
SUSTAINED GROWTH, RISING PROFITABILITY & STRONG CASH GENERATION Revenue- Continued strong organic growth with-balanced a well mix across products, geographies 1 and customer segments EBIT– average of 40 to 50 basis points margin improvement on a yearly basis at constant cu 2 exchange rates through e
Slide 98: Summary
SUMMARY Guillaume Daniellot, Chief Executive Officer
Slide 99: Huge market opportunity across all segments
HUGE MARKET OPPORTUNITY ACROSS ALL SEGMENTS Implantology Clear aligner 4.7BN CHF Market size 6.0BN CHF Market size ~3% Market share LDD 2026-2030 estimated market growth 35% Market share Digital 2.6BN CHF Market size MSD 2026-2030 estimated market growth Equipment >5% Market share LDD 2026-2030 esti
Slide 100: Expand implant market leadership
EXPAND IMPLANT MARKET LEADERSHIP Implantology OUR STRATEGY 6.0BN CHF Market size 1 Product innovation 35% Market share MSD 2026-2030 estimated market growth 2 Digitalization 3 Execution Regeneratives 0.7BN CHF Market size 4 Geographical expansion ~15% Market share MSD 2026-2030 estimated market grow
Slide 101: Transforming our ortho business
TRANSFORMING OUR ORTHO BUSINESS Clear aligner 4.7BN CHF Market size OUR STRATEGY ~3% Market share LDD 2026-2030 estimated market growth 1 Very competitivealue v proposition 2 Manufacturing for scale and profitability 3 High-Performance Go -to-Market Engine 101
Slide 102: Digital equipment and digital prosthetics
DIGITAL EQUIPMENT AND DIGITAL PROSTHETICS Digital 2.6BN CHF Market size OUR STRATEGY Equipment >5% Market share 1 Broad IOS portfolio at all price levels LDD 2026-2030 estimated market growth CADCAM 5.6BN CHF Market size Prosthetics 2 Best-in-class connectivity for <5% Market share exceptional custo
Slide 103: Well positioned with huge opportunities to win and transform dentistry
WELL POSITIONED WITH HUGE OPPORTUNITITES TO WIN AND TRANSFORM DENTISTRY Translating revenue growth into Financial Ambition 2030 Increased growth and profitability profitability ▪ Strong value proposition in every segment Revenue growth at around 10% CAGR ▪ Increased manufacturing and supply chain ef
Slide 104: Questions and answers
QUESTIONS AND ANSWERS 104