Slide 1: FUCHS SE Financial Results as at September 30, 2025
FUCHS SE Financial Results as at September 30, 2025 | Analyst Conference, October 31, 2025 | Stefan Fuchs, Chief Executive Officer | Esma Saglik, Chief Financial Officer | Andreas Schaller, Head of Investor Relations
Slide 2: Highlights of the First Nine Months of 2025
HIGHLIGHTS OF THE FIRST NINE MONTHS OF 2025 SOLID EARNINGS DEVELOPMENT – ON TRACK TO REACH OUTLOOK Q1-3 2025 Outlook FY 2025 €2,700 mn Business expansion and external confirmed Sales up 1% yoy growth despite challenging market Sales: on prev. year’s level environment and FX headwinds (€3,525 mn)
Slide 3: Quarterly Sales Development
QUARTERLY SALES DEVELOPMENT € mn -1% +2% 902 924 876 877 887 880 896 843 859 Q3 ’23 Q4 Q1 ’24 Q2 Q3 Q4 Q1 ’25 Q2 Q3 l3
Slide 4: Quarterly EBIT Development
QUARTERLY EBIT DEVELOPMENT € mn +1% +16% 116 117 113 111 107 108 100 100 101 Q3 ’23 Q4 Q1 ’24 Q2 Q3 Q4 Q1 ’25 Q2 Q3 l4
Slide 5: Group Sales Q1-3 2025
GROUP SALES Q1-3 2025 € mn 2,666 2,700 42 43 -51 (1%) (2%) (-2%) 34 (1%) Q1-3 2024 Organic External Currency Q1-3 2025 l5
Slide 6: KPI Summary Q1-3 2025
KPI SUMMARY Q1-3 2025 Sales up 1% year over year led by external growth and business KPI in € mn Q1-3 2025 Q1-3 2024 expansion, partially offset by negative currency effects Sales 2,700 2,666 Organic growth in the Asia-Pacific and Americas regions along with positive contribution from acquisitio
Slide 7: Europe, Middle East, Africa
EUROPE, MIDDLE EAST, AFRICA Sales up 1% year over year driven by acquisitions amid softer organic KPI in € mn Q1-3 2025 Q1-3 2024 performance Sales 1,556 1,544 Germany impacted by challenging automotive manufacturing market; Other European countries below prior year; South Africa with Organic gr
Slide 8: Asia-Pacific
ASIA-PACIFIC Sales up 3% year over year driven by strong organic growth that KPI in € mn Q1-3 2025 Q1-3 2024 overcompensates negative currency effects Sales 763 739 China remains on growth trajectory supported by specialty business; India and Australia also with good business performance Organic
Slide 9: North and South America
NORTH AND SOUTH AMERICA Sales up 2% year over year led by regional business expansion KPI in € mn Q1-3 2025 Q1-3 2024 External growth, amongst others due to the long-term trading partner Sales 521 511 in Peru and IRMCO, a specialist in lubricant solutions for metal forming Organic growth 24 (5%)
Slide 10: Net Liquidity
NET LIQUIDITY € mn Free cash flow before acq. €181 mn 24 228 15 -86 41 -153 30 -23 -16 Net. liq. Earnings D&A ./. Capex NOWC Other Changes Dividend Aquisitions Other Changes Net liq. Dec. 24 after tax Sept 25 l 10
Slide 11: Net Operating Working Capital (NOWC)
NET OPERATING WORKING CAPITAL (NOWC) € mn Q3 25 vs Q4 24: Inventories + €13 mn Receivables ./. Payables + €42 mn Inventories Receivables ./. Payables NOWC (in %) -2% 7% 871 823 839 829 824 798 798 768 236 729 671 262 262 246 227 243 261 201 205 164 635 583 537 561 577 567 571 580 507 524 25.0% 23.3%
Slide 12: Different Price Developments for Raw Material Basket
DIFFERENT PRICE DEVELOPMENTS FOR RAW MAT. BASKET Q3 Q4 and beyond Overall, minor price Base movements on USD base; Oils devaluation of USD vs. EUR with slightly positive impact Prices are expected to soften, potential impact of tariffs as well as foreign exchange rates remain to be seen Prices for a
Slide 13: Confirmation of the 2025 Outlook Adjusted in July
CONFIRMATION OF THE 2025 OUTLOOK ADJUSTED IN JULY Current Actual March outlook2 2024 2025 2025 KPI1 in € mn on prev. Sales 3,525 ~ 3.7 year’s level Slightly higher volumes offset by negative currency effects on prev. Additional measures vs. higher personnel and EBIT 434 ~ 460 year’s level digitaliza
Slide 14: News from the FUCHS world
News from the FUCHS world
Slide 15: FUCHS takes over Swiss distribution partner ASEOL SUISSE AG
FUCHS takes over Swiss distribution partner ASEOL SUISSE AG With the integration of LUBCON, STRUB and ASEOL, FUCHS SWISS LUBRICANTS bundles all Swiss activities under one roof and further expands market presence in Switzerland. l 15
Slide 16: Sustainability at FUCHS
SUSTAINABILITY AT FUCHS Social Economic Sustainability Ecological l 16
Slide 17: Breakthrough in calculation of our product carbon footprint (PCF)
Breakthrough in calculation of our product carbon footprint (PCF) Introduction of a certified, automated tool for transparent calculation of the product carbon footprint (PCF) Tool developed on the basis of industry-specific guidelines independently certified by TÜV Rheinland Provides consis
Slide 18: FUCHS Sponsorship Award presented for the 26th time
FUCHS Sponsorship Award presented for the 26th time Funding amount: 75,000 Euro FUCHS sponsors 16 social projects in the categories innovation, sustainability, digitalization, education und strong community l 18
Slide 19: Save the Date: FUCHS Capital Market Day 2026
FUCHS CAPITAL MARKET DAY 2026 SAVE THE DATE April 16th 2026 (evening dinner on April 15th 2026) FUCHS Headquarter, Mannheim Registration will open soon. To join our distribution list, please send your contact details to ir@fuchs.com l 19
Slide 20: Financial Calendar & Contact
FINANCIAL CALENDAR & CONTACT November 2025 January 2026 • 11/04/2025 Jefferies Roadshow, Paris • 01/08/2026 – 01/09/2026 ODDO BHF Forum, Lyon • 11/13/2025 LBBW German Corporate Day, Remote • 01/12/2026 – 01/13/2026 German Investment Seminar, New York • 11/25/2025 Deutsches Eigenkapitalforum, Frankfu
Slide 21: FUCHS SE Q&A
FUCHS SE Financial Results as at September 30, 2025 | Q&A
Slide 22: Disclaimer
DISCLAIMER The information contained in this presentation is for background purposes only and is subject to amendment, revision and updating. Certain statements and information contained in this presentation may relate to future expectations and other forward-looking statements that are based on man