Seb Sa · EURONEXT:SK
Seb Sa — Groupe SEB — Investor Presentation (September 2025)
32 slides from Seb Sa's investor presentation, September 2025
Slide 1: Groupe SEB Presentation, September 2025
GROUPE SEB September 2025
Slide 2: Groupe SEB Presentation
GROUPE SEB PRESENTAT
Slide 3: Group overview and strategy
Slide 4: Groupe SEB
S SEB
Slide 5: Our mission
GROUPE SEB PRESENTATION Our mission 2025
Slide 6: Consumer market
GROUPE SEB PRESENTATION Groupe SEB’s con CONSUMER MARKET Market estimated at €8Obn Structural growth: Constantly evolving consumer habits Multi-equipment & uptrading Rising middle class in emerging markets Rapid expansion of new distribution modes Se Fragmented market SS SS Highly seasonal market
Slide 7: Professional market
GROUPE SEB PRESENTATION PROFESSIONAL MARKET Market estimated at €15bn Sustained growth: Out-of-home consumption Coffee as an ingredient Rising coffee demand in tea-drinking countries High barriers to entry and higher profitability Recurring revenue from services Concentrated market in coffee Fragmen
Slide 8: Consumer division strategic ambition
GROUPE SEB PRESENTATION Fd Consumer division strategic ambition y Innovative | New products categories rengthen r global leadership a 2025
Slide 9: Our key success factors
GROUPE SEB PRESENTATION ‘ : i : i i fi a Our key success factors... SEB Sone Sonn Sonnnuoue EXTENSIVE GO-TO- COMPETITIVE | BRANDS presence © novation PRODUCT @} _ MARKET J |NDusTRIAL OFFERING EXCELLENCE FOOTPRINT PROVEN EXPERTISE IN M&A PIONEERING ROLE IN CORPORATE SOCIAL RESPONSIBILITY ¢ REFERENCE
Slide 10: Share of sales in markets where the Group is a leader
of sales in markets where the Group is a leader* #1 Electrical cooking 4)
Slide 11: With a global presence
GROUPE SEB PRESENTATION .. with a global presence More than 150 countries 2024 Consumer sales n
Slide 12: New categories: washers & spot cleaners
GROUPE SEB PRESENTATION. a ia) New c ories: washers & spot cleaners i” P| X-Clean 10 launched in Clean-it launched in 30 countries in 6 months 13 countries #2 in Europe* > 100k units sold in six months a heftet\aite 3K 2 j ) d LB) 3 Meee 7 reer een MULL ddA TET Ak Expansion of ranges in H2 * Source
Slide 13: Innovative products: garment steamers
GROUPE SEB PRESENTATION — : = q Innovative products: garment steamers — = launched in 25 countries re) + + veel y =e Sales + 25% in Western Europe in HI
Slide 14: Geographic expansion
Slide 15: Professional division strategic ambition
GROUPE SEB PRESENTATION Professional division strategic ambition Becomea reference player 2025
Slide 16: Our successful value creation formula
GROUPE SEB PRESENTATION ‘ : i i . A a Our successful value creation formula being rolled out in Professional < LEADERSHIP IN CONSUMER i EXTENSIVE STRONG ° GLOBAL ° CONTINUOUS PRODUCT a eaker @& INDUSTRIAL BRANDS PRESENCE INNOVATION OFFERING oe. ESOreRNE PROVEN EXPERTISE IN M&A PIONEERING ROLE IN COR
Slide 17: Professional Beverages offering
Me Full auto schaerer coffee machines its — Traditional and filter coffee makers Cold zummo beverages World leader 4p full auto 7 machines Geographic expansion and extension of our Professional Beverages offering Product launches and coverage of a broad customer base : offices, convenience stores, h
Slide 18: R&D center, purchasing and production facility
R&D center, purchasing and production facility Investment of €60m Better product coverage: semipro + entry-level Major strengthening in the Chinese market Delivery in Q3 2025 Mass production in January 2026
Slide 19: Krampouz acquisition
jet Krampouz rr Seer Ups FORGE ADOUR See Acquired in January 2025 Strong positions in professional culinary and premium consumer Already established presence in France and internationally Traditional expertise and industrial excellence €66m sales in 2024, half outside France 290 employees and 3 prod
Slide 20: Continued substantial free cash-flow generation
Continued substantial free cash-flow generation
Slide 21: ESG strategy 2030
“ Makeconsumers’ everyday liveseasierand moreenjoyable and contributetobetterlivingaroundtheworld —~ Act forNature Actas aleaderin the Circular Economy cy forAll 44144 - (Presentation of the new ESG strategy 2030 in December 2024 SS ie 7S ESG \ INVESTOR DAY New net-zero trajectory by 2050 approved b
Slide 22: Recent ESG highlights
Climate Change GROUPE SEB PRESENTATION Recent ESG highlights Ist refurbishment center in France Existing expertise and know-how Proximity with spare parts inventory warehouse (7.5 million) Mid term target : 40 product families 2"d hand sales target by 2030: 3 to 5% of revenue in Small Domestic Appli
Slide 23: Recent financial results
Slide 24: Acceleration in Q2
Acceleration in Q2 in Western Europe Continued growthin Asia eturn to growth in Professional n Q2-Hi still negative
Slide 25: Key figures at end-June 2025
GROUPE SEB PRESENTATION Key figures at end-June 2025 Q2 sales €1,842m vs €1,847m in 2024 +1.9% LFL vs 2024 H1 sales €3,748m vs €3,740m in 2024 +0.6% LFL vs 2024 H1 ORfA Q2 ORFA €69m vs €133m in 2024 -48% vs 2024 €119m vs €244m in 2024 -51.0% vs 2024 Net financial debt as of 30/06/2025 €2,658m €2,468
Slide 26: Professional
GROUPE SEB PRESENTATION Professional Confirmed recovery in O2 H12025 Professional Coffee: sequential improvement in Q2 €49 6 mM Near-stabilization of sales after 3 quarters of decline due to an exceptional comparison base linked to a large deal in China +0.3% -9.6% LFL Approx. 10% growth excluding t
Slide 27: Consumer
GROUPE SEB PRESENTATION Consumer Organic growth in sales in HI, supported by Europe and China H1 2025 €3,251 m Acceleration in Europe in Q2 ; markets still resilient +0.2% +2.2% LFL* Confirmed return to growth in Asia, especially in China Unfavorable comparison base in South America, easing at the e
Slide 28: H1 ORfA
H1 ORFA €119m -51.0% vs 2024 H1 Op. margin 3.2% -330 bps vs 2024 > Lower contribution of Professional Coffee (down by around €40m) to the Group’s results > Decline in results in North America (around €20m): = wait-and-see attitude from retailers = time lag between increases in tariffs and the benefi
Slide 29: Outlook for H2
A Q2 impacted by the unfavorable economic environment in North America Persistent disturbances expected in H2 Good momentum expected in EMEA Continued growth in China and the rest of Asia Return to growth in South America Confirmation of the return to growth in Professional, which already began in Q
Slide 30: Decline in H1 results vs. 2024
Decline in H1 results vs. 2024 Persistent uncertainty related to tariffs Margin protection measures implemented in the USA General wait-and-see attitude impacting sales in North America Other indirect effects on the rest of the Group Negative net impact on ORfA Improvement in growth in Consumer Accr
Slide 31: Contacts
GROUPE SEB PRESENTATION Contacts Analyst / Investor Relations Groupe SEB Financial Communication and Investor Relations Department Raphaél Hoffstetter Guillaume Baron rhoffstetter aron@grou mfin Media Relations Groupe SEB Corporate Communication Department Cathy Pianon Florence Candianides Marie Ler
Slide 32: Next key dates
GROUPE SEB PRESENTATION Agenda Next key date - 2025 after market closes Key dates - 2026 pre-market after market closes 2:30 p.m. after market closes after market closes Nine-month 2025 sales and financial data 2025 Sales and results Q1 2026 Sales and financial data Annual General Meeting First-half