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Seb Sa — Q1 2026 Earnings Presentation

30 slides from Seb Sa's earnings presentation, Apr 23, 2026

  1. Slide 1: Groupe SEB Q1 2026 Sales and Financial Data

    GROUPE SEB

  2. Slide 2: Disclaimer

    12026 SALES AND FINANCIAL DISCLAIMER This presentation ma situation. Uses fore ie a ann orunforeseeable de 23/04/2026

  3. Slide 3: Agenda

    212026 SALES AND FINANCIAL D O02 QIORFA el 03 ann ss Fes 04 Appendic 23/04/2026

  4. Slide 4: Key figures

    12026 SALES AND FINANCIAL DATA Key figures — 4 a* os Sales ’ LFL vs Q1-25 1 ms na > ORfA |—_*" vs QL-25 { a ge Operating margin vs Q1-25 | 23/04/2026

  5. Slide 5: Q1 revenue up by 2.7% organically

    SEB Q1 revenue up by 2.7% organically Macroeconomic and geopolitical environment has remained uncertain and deteriorated since the end of 2025 Balanced growth between activities and regions, driven by our innovation portfolio Increased ORfA year on year, supported by a favorable base effect, organic

  6. Slide 6: Q1 activity highlights

  7. Slide 7: Sales in €m: organic growth, currency effect, scope

    SEB Sales in€m Organic growth Currency effect Scope +2.7% =3.8% T -1.1% Q12025 Q12026

  8. Slide 8: Currency impacts

    RUB SAR ARS GBP KRW UAH JPY TRY USD CNY SEB

  9. Slide 9: Revenue by activity

    Q12026 SALES AND FINANCIAL DATA rs 4 Revenue by activity SALES €1,885m -1.1% reported +2.7% LFL Professional Consumer €231m €1,654m -1.1% +2.9% LFL -1.4% +1.1% LFL 23/04/2026

  10. Slide 10: Professional, EMEA, Asia, Americas growth

    PROFESSIONAL EMEA ASIA AMERICAS +2.2% +6.7%

  11. Slide 11: Professional

    SEB PROFESSIONAL

  12. Slide 12: Q1 2026 Activity up organically by 1%, continuing Q4 2025 trend

    Q12026 Activity up organically by 1%, continuing Q4 2025 trend €231 Persistent client wait-and-see attitude, particularly in the United States and m the Middle East, heightened by the geopolitical context -1.4% Continuation of the commercial momentum +1.1% LFL Consolidation of leadership in China wi

  13. Slide 13: EMEA, Asia, Americas growth

    EMEA ASIA AMERICAS +2.2% +6.7%

  14. Slide 14: Consumer

    SEB Titanium wok Supor Aerosteam

  15. Slide 15: Consumer innovation showcase

    SEB | Paris, 2 April 2026 Consumer innovation showcase Product demonstrations and Generate premium content and interactive experiences boost the visibility of innovations Products staged as iconic pieces . Gallery of innovations and >60 influencers: reach of 16m Lights, music and narration bestselle

  16. Slide 16: "All the taste, less space"

    “All the taste, less space” Pre-launch phase: 2 months Co-creation of content with influencers - Crush Crew Launch evening in France at end March 2026: 75 influencers with a reach > 20m Since launch: > 5m views on generated content Quick international roll-out: 50+ markets in 2026

  17. Slide 17: Consumer - EMEA

    12026 SALES AND FINANCIAL DATA, Consumer -EMEA Q12026 € 8 Oo Oo m Western Europe: organic growth close to 5% Positive impact of loyalty programs +0.3% German market remains challenging, continuing the 2025 trend +2.5% LFL Good performance in France (+21% / +5% excl. LP) with market share gains anda

  18. Slide 18: Americas: North America Q1 confirming Q4 2025 improvement

    Q12026 €240 m North America: Q1 confirming Q4 2025 improvement 0) > Market shares growing in cookware and linen care in the US, driven by innovation ina +2.2% deteriorated market +6.7% LFL > Positive sell-out in Mexico, sell-in impacted by the reduction of retailers' inventories South America: retur

  19. Slide 19: Asia: China growth momentum maintained

    SEB Q12026 €61 3 China: growth momentum maintained (+2.5%), continuing 2025 trend > Environment still highly promotional - managing the balance between sales growth and -4, O% profitability +2.2% LFL > Multi-category growth: cookware, kitchen utensils, garment steamers, rice cookers, etc. > Notable

  20. Slide 20: Q1 ORfA

  21. Slide 21: Q1 2026 ORfA

    12026 SALES AND FINANCIAL DATA, Q1 2026 ORfA Operating Result from Activity (ORfA) Operating margin Q1-26 €72m +42% vs Q1 2025 3.8% +1.2 pt vs Q12025 Return to ORfA growth > Favorable base effect > Organic sales growth Positive currency effect for the quarter: positive contribution of short currenci

  22. Slide 22: Outlook

  23. Slide 23: Rebound plan

    12026 SALES AND FINANCIAL DATA, Rebound plan Roll-out in line with objectives . . Acceleration of innovation Reinventing our growth Marketing transformation roll-out model one SKUs reduction: 80% identified Savings on indirect purchases: almost all initiatives launched, initial benefits Restoring ou

  24. Slide 24: Outlook reminder

    912026 SALES AND FINANCIAL DATA. Reminder: Uncertain and deteriorated macroeconomic and geopolitical environment Confirmation of ORfA growth in 2026, together with a more normative free cash flow generation Lower financial leverage in 2026, with the objective of returning to the Group’s standards of

  25. Slide 25: Appendices

  26. Slide 26: Group total sales split

    Group total Professional Consumer 12% 88% €1,885m +2.7% LFL Consumer sales Other Asian countries 6% : ‘V2 €1,654m + 2.9% LFL South America 5% North America 9% SEB

  27. Slide 27: Q1 sales by region

    26 SALES AND FINANCIAL DATA Ql sales by region As reported EMEA +0.3% +2.5% Western Europe 515 540 44.7%. +4.8% Other countries 282 261 -7.7% 1.8% 235 240 42.2% +6.7% 159 -1.8% 4.7% 76 +10.6% +10.9% ASIA 4.0% +2.2% China -3.2% +2.3% Other Asian countries -7.9% +1.6% TOTAL Consumer , i -1.1% +2.9% Pr

  28. Slide 28: Glossary

    12026 SALES AND FINANCI. Glossary On alike-for-like basis (LFL)- Organic Loyalty program (LP) The amounts and growth rates at constant (or organic) exchange rates and These programs, run by distribution retailers, consist in offering promotional offers consolidation scope ina given year compared wit

  29. Slide 29: Analyst/Investor Relations

    Analyst/Investor Relations Groupe SEB Investor Relations and Financial Communications Dept. Raphaél Hoffstetter Guillaume Baron rhoffstetter aron@grou Tel.: +33 (0) 472 18 16 04 mfin@groupeseb.com Wwww.groupeseb.com Media Relations Groupe SEB Corporate Communication Department Cathy Pianon Marie Ler

  30. Slide 30: Next key dates - 2026

    Next key dates - 2026 2:30 p.m. (Paris time) Annual General Meeting after market closes H1 2026 sales and results after market closes Nine-month 2026 sales and financial data

Seb — Q1 2026 Earnings Presentation on 6ix