Henkel Ag & Co. Kgaa · XETR:HEN
Henkel Ag & Co. Kgaa — Investor Presentation (October 2026)
65 slides from Henkel Ag & Co. Kgaa's investor presentation, Oct 7, 2026
Slide 1: Henkel Investor Presentation
HENKEL INVESTOR PRESENTATION INVESTOR RELATIONS | OCTOBER 7, 2026
Slide 2: Disclaimer
DISCLAIMER This presentation contains forward-looking statements which are based on current estimates and assumptions made by the corporate management of Henkel AG & Co. KGaA. Statements with respect to the future are characterized by the use of words such as “expect”, “intend”, “plan”, “anticipate”
Slide 3: Reasons to Invest
SUPERIOR REASONS TO INVEST TECHNOLOGIES 150 YEARS OF TRUSTED HERITAGE Pioneering impactful innovations fueled by long-standing and unique R&D expertise and STRONG BUSINESSES by strong capabilities in sustainability and digital WITH LEADING POSITIONS IN ATTRACTIVE MARKETS ICONIC Adhesive Technologies
Slide 4: Strong businesses with leading positions
STRONG BUSINESSES WITH LEADING POSITIONS,… HENKEL GROUP ADHESIVE TECHNOLOGIES CONSUMER BRANDS Craftsmen, Mobility & Packaging & Construction & Laundry & Hair Other Electronics Consumer Goods Professional Home Care Professional & Consumer Consumer Body Care #1 #1 #3 #2 #2 Presence in worldwide worldw
Slide 5: …and global footprint
…AND GLOBAL FOOTPRINT FY 2025 1% 38% 52% 17% €20.5bn 47% ADHESIVE CONSUMER SALES TECHNOLOGIES BRANDS 7% 10% 29% 34% 1% 26% Corporate €10.7bn €9.7bn 35% SALES SALES 6% 36% 60% Europe IMEA North America Latin America Mobility & Electronics Laundry & Home Care Asia-Pacific Corporate Packaging & Consume
Slide 6: Taking our businesses to the next level
TAKING OUR BUSINESSES TO THE NEXT LEVEL… EXPANDING OUR GLOBALLY LEADING EXPANDING OUR GLOBALLY LEADING POSITION IN ADHESIVE TECHNOLOGIES POSITIONS1 IN CONSUMER BRANDS ▪ Expanding innovation leadership with customer- ▪ Driving better and bigger – centric solutions setting industry standards, leveragi
Slide 7: Continuously focusing on profitable growth
…WHILE CONTINUOUSLY FOCUSING ON PROFITABLE GROWTH KPIs 2025 Strong organic sales growth across businesses OSG 0.9% ADJ. EBIT €3,026m ADJ. EBIT MARGIN 14.8% HENKEL ADHESIVE CONSUMER GROUP TECHNOLOGIES BRANDS ADJ. EPS €5.33 4.8% 6.6% 3.2% CAGR2 CAGR2 CAGR2 ADJ. EPS GROWTH1 +4.7% 7 HENKEL INVESTOR PRES
Slide 8: Investing into our businesses
INVESTING INTO OUR BUSINESSES SELECTED RECENT HIGHLIGHTS Solid financial foundation providing substantial headroom for CAPEX INVESTMENTS investments while maintaining strong debt ratings STRENGTHENING BUSINESSES ORGANICALLY ▪ Overall “asset-light” business model for both businesses ▪ Investing in gr
Slide 9: Successfully executing on our M&A growth strategy
SUCCESSFULLY EXECUTING ON OUR M&A GROWTH STRATEGY… Timing of Closing 2026 Feb 4 Entering into attractive market for ALL 5 facade solutions in UK ACQUISITIONS Expanding portfolio beyond liquid ANNOUNCED April 1 technologies into attractive tapes business IN 2026 CLOSED April 24 Strengthening footprin
Slide 10: With strong top- and bottom-line contributions
…WITH STRONG TOP- AND BOTTOM-LINE CONTRIBUTIONS ~€2.0bn ≥10% MID TO HIGH HIGH ~1.5X SINGLE-DIGIT SINGLE-DIGIT ADJ. EBITDA OSG % SALES ~€0.7bn from by ~1% by FY 2027 FY 2030 FY 2026 FY … FY onwards FY … FY well within single A 2026 2030 2026 2030 credit rating corridor Sales OSG Adj. EPS Expected Syn
Slide 11: Offering attractive shareholder returns
OFFERING ATTRACTIVE SHAREHOLDER RETURNS >10% €2.071 €2bn €1bn €1bn DIVIDEND +~3.5% p.a. SHARE INCREASE BUYBACK OVER THE PAST 2015 2025 2022–2026 2022 / 2023 2025 / 2026 TWO YEARS ▪ Dividend policy with targeted payout ratio of 30-40%2 ▪ First ever share buyback in Henkel’s history launched in 2022 ▪
Slide 12: Working towards our mid-term financial ambition
STRINGENTLY WORKING TOWARDS OUR MID-TERM FINANCIAL AMBITION MID-TERM FINANCIAL AMBITION Building Blocks HENKEL GROUP ▪ Strong businesses with leading positions benefitting ORGANIC SALES from global megatrends 3 to 4% GROWTH ▪ Optimized portfolio in both businesses ▪ Leveraging on investments in R&D
Slide 13: Adhesive Technologies
ADHESIVE TECHNOLOGIES 13 HENKEL INVESTOR PRESENTATION
Slide 14: Adhesive Technologies global #1 player in adhesives market
3 GRAMS of Henkel‘s Loctite ONE IN adhesives are THREE branded enough to PULL ATHLETIC SHOES A 200-TON is assembled using Henkel adhesives TRAIN ADHESIVE TECHNOLOGIES 140 OF 150 CARS produced every minute worldwide contain a HENKEL GLOBAL #1 PLAYER IN ADHESIVES MARKET SOLUTION EVERY >50 ADHESIVE SEC
Slide 15: Adhesive Technologies setting industry standards
ADHESIVE TECHNOLOGIES SETTING INDUSTRY STANDARDS Creating customer value in attractive global markets SHAPING THE INDUSTRY AS A MARKET LEADER IN… ▪ ~14% global market share ▪ Highly specialized and fragmented markets across all industries and regions ▪ Only player with strong positions across indust
Slide 16: Leading positions across three business areas
LEADING POSITIONS IN A BROAD RANGE OF MARKET SEGMENTS ACROSS THREE BUSINESS AREAS MOBILITY & PACKAGING & CRAFTSMEN, CONSTRUCTION ELECTRONICS CONSUMER GOODS & PROFESSIONAL DIY, craftsmen, construction, Automotive OEMs & components, Food & beverage, hygiene, engineered wood, professional e-mobility, m
Slide 17: Providing value to our stakeholders
PROVIDING VALUE TO OUR STAKEHOLDERS AT THE FOREFRONT OF THE INDUSTRY Broad customer base & Key brands Peer group long-trusted partnerships with business overlap ~100.000 customers 17 HENKEL INVESTOR PRESENTATION
Slide 18: Well-balanced global portfolio
WELL-BALANCED GLOBAL PORTFOLIO KPIs 2025 ADJ. EBIT OSG ADJ. EBIT MARGIN 1.5% €1,779m 16.7% 35% 36% 32% CRAFTSMEN, €10.7bn MOBILITY & SALES CONSTRUCTION ELECTRONICS & PROFESSIONAL ▪ Automotive OEMs ▪ Automotive Components 26% ▪ Consumer & Construction1 ▪ Electronics General Manufacturing & Maintenanc
Slide 19: Driving growth opportunities along global megatrends
DRIVING GROWTH OPPORTUNITIES ALONG GLOBAL MEGATRENDS URBANIZATION MOBILITY CONNECTIVITY DIGITALIZATION SUSTAINABILITY Driving speed, Solving challenges Facilitating new Improved Enhancing sustainability efficiency & sustainability with new applications functionalities & designs time-to-market & acro
Slide 20: Investing in high-growth markets
INVESTING IN HIGH-GROWTH MARKETS SELECTIVE EXAMPLES MAINTENANCE, REPAIR ELECTRONIC SOLUTIONS AEROSPACE & OVERHAUL (MRO) OUTPERFORMING DOUBLE-DIGIT OUTPERFORMING markets in highly growth1,2 from markets with attractive segment with RISE OF AI HIGH SINGLE-DIGIT HIGH SINGLE-DIGIT growth1 growth1 Drivin
Slide 21: Technology leadership and global manufacturing footprint
BUILDING ON TECHNOLOGY LEADERSHIP AND STRONG GLOBAL MANUFACTURING FOOTPRINT Ensuring customer proximity MADISON HEIGHTS at global scale DÜSSELDORF Leveraging our technology-agnostic approach across >800 industries Battery Application Centre SHANGHAI OPENED IN 2025 Building on strong and scalable tec
Slide 22: Driving innovation excellence to fuel growth
DRIVING INNOVATION EXCELLENCE TO FUEL GROWTH New business solutions Win & grow new business, Cutting-edge expertise e.g., automated & data-enabled solutions in formulation & URBANIZATION applied engineering New technology platforms 2 Build & accelerate new tech Best know-how through MOBILITY platfor
Slide 23: Leveraging unique value chain position
LEVERAGING UNIQUE VALUE CHAIN POSITION TO DRIVE CUSTOMER-CENTRIC SOLUTIONS DESIGN / R&D TESTING PRODUCTION Early involvement in product design phase Collaborative product & solution testing Joint production processes improvement Industry example: Applications for automotive batteries Enhancing solut
Slide 24: Increasing number of solutions per unit
INCREASING NUMBER OF SOLUTIONS PER UNIT ACROSS MARKETS Average number of Sales potential of Henkel solutions per smartphone +~50% Henkel solutions >2x 2020 2030 Combustion engine Electric vehicle Applications enabling MINIATURIZATION, WATER EV SALES POTENTIAL for Henkel solutions RESISTANCE and THER
Slide 25: Leading the sustainability transformation
LEADING THE SUSTAINABILITY TRANSFORMATION BUILDING A FUTURE-PROVEN SUSTAINABLE SETTING NEW INDUSTRY STANDARDS FOR PRODUCT PORTFOLIO CIRCULARITY & CARBON FOOTPRINT REDUCTION Emission Circular materials, Chemical safety, reduction, energy enabling debon- safety in Selective example & material ding com
Slide 26: Enhancing growth with attractive M&A opportunities
ENHANCING GROWTH WITH ATTRACTIVE M&A OPPORTUNITIES CORE ADJACENCIES Enabling future SUSTAINABLE Strengthen portfolio by expanding into Expand into new high-potential growth high-growth markets markets PROFITABLE GROWTH Integrate scalable assets into our Add attractive adjacencies with familiar VIA M
Slide 27: Expanding technology portfolio through acquisitions
EXPANDING OUR TECHNOLOGY PORTFOLIO THROUGH RECENT ACQUISITIONS… TECHNOLOGY CORE NEW TECHNOLOGIES through acquisitions Expanding BROADEST Hotmelts Waterbased Polyurethanes Engineered PORTFOLIO in the industry with Adhesives Infrastructure Systems ATTRACTIVE ADJACENCIES (2023 / 2024) Surface Entering
Slide 28: Adding ~1.5bn of profitable sales
… ADDING ~1.5BN OF PROFITABLE SALES IN RECENT YEARS ADJACENCIES CORE FLEXIBLE COATING WATER-BASED MAINTENANCE, REPAIR HIGH-PERFORMANCE TECHNOLOGY SPECIALTY TAPES & OVERHAUL FAÇADE SYSTEMS STAHL ATP ADHESIVE CRITICA SEAL WETHERBY GROUP SYSTEMS INFRASTRUCTURE FOR LIFE LAROC GROUP3 Expands into Enhance
Slide 29: Driving further profitable growth in Adhesive Technologies
DRIVING FURTHER PROFITABLE GROWTH IN ADHESIVE TECHNOLOGIES MID-TERM ▪ Driving growth opportunities along global megatrends FINANCIAL AMBITION ▪ Investing in high-growth markets 3-5 % ▪ Building on technology leadership and strong global manufacturing footprint ORGANIC SALES GROWTH ▪ Leveraging uniqu
Slide 30: Consumer Brands
CONSUMER BRANDS 30 HENKEL INVESTOR PRESENTATION
Slide 31: Consumer Brands #2 player in our active markets
We have established entirely new We focus on selected categories, such as toilet care, BRANDS in key TRANSFORMING CONSUMER categories driving value CHOICES through RELEVANT INNOVATIONS STRONG GROWTH DYNAMICS OF TOP 10 BRANDS CONSUMER BRANDS #2 PLAYER IN OUR ACTIVE MARKETS EVERY SECOND more than EVER
Slide 32: Attractive category portfolio
ATTRACTIVE CATEGORY PORTFOLIO FOCUSING ON TWO GLOBAL CATEGORIES LAUNDRY & HAIR OTHER CONSUMER HOME CARE CONSUMER & PROFESSIONAL BUSINESSES #2 IN ACTIVE MARKETS #2 IN ACTIVE MARKETS PRESENCE IN SELECTED BODY #2 IN LAUNDRY CARE CO-#2 IN PROFESSIONAL & CARE MARKETS CONSUMER #1 IN HOME CARE 32 HENKEL IN
Slide 33: United under one strong platform
UNITED UNDER ONE STRONG ~10BN€ PLATFORM KPIs 2025 ADJ. EBIT OSG ADJ. EBIT MARGIN 0.3% €1,400m 14.5% 60% 34% €9.7bn 46% LAUNDRY & HAIR SALES HOME CARE • Consumer • Professional • Laundry Care 27% • Home Care 6% OTHER 9% 6% CONSUMER 11% BUSINESSES Europe Asia-Pacific IMEA Latin America North America 3
Slide 34: Driving better and bigger
DRIVING BETTER AND BIGGER – AS THE KEY FOR PROFITABLE GROWTH Focused business portfolio BETTER With consumer preferred products At optimal costs Powered by customer excellence Leveraging the power of digitalization and AI 34 HENKEL INVESTOR PRESENTATION
Slide 35: Building on a successfully transformed business
BUILDING ON A SUCCESSFULLY TRANSFORMED BUSINESS … Integration of Consumer Brands successfully concluded ahead of plan … ORGANIZATIONAL SET-UP PORTFOLIO SUPPLY CHAIN Fundamental portfolio Focus on supply chain network, Optimization of transformation with commercial integration and organizational set-
Slide 36: Fueling sustainable profitable growth
… FUELING SUSTAINABLE PROFITABLE GROWTH ON SOLID AND HEALTHY GROUNDS Significantly IMPROVED QUALITY OF BUSINESS across multiple dimensions since merger announcement Successfully built a strong MULTI-CATEGORY PLATFORM Sales [in MEUR] Adj. Gross Margin [in %] with enhanced efficiency and competitivene
Slide 37: Transforming Consumer Brands portfolio
Focused business portfolio TRANSFORMING CONSUMER BRANDS PORTFOLIO THROUGH STRATEGIC REFOCUS & TARGETED M&A HCB PORTFOLIO 2021 HCB PORTFOLIO 2025 (pro-forma1) ATTRACTIVE CATEGORIES & Oral/ Body sharpened BRAND FOCUS Body Skin Care Hair Care Care M&A1 3% Laundry 6% Laundry 7% Care Care CLEAR M&A STRAT
Slide 38: Leadership in core categories and iconic brands
Focused business portfolio BUILDING ADVANTAGE THROUGH LEADERSHIP IN OUR CORE CATEGORIES & WITH ICONIC BRANDS #2 IN #1 IN #2 IN LAUNDRY CARE HOME CARE HAIR Capitalizing on Leveraging strategic Sharpening the expertise in investments & core by driving Professional & advanced relevant, technology- Cons
Slide 39: Driving outperformance with top 10 brands
Focused business portfolio DRIVING OUTPERFORMANCE WITH TOP 10 BRANDS ACROSS CATEGORIES SUPPORTING WITH INCREASED >300 BPS OUTPERFORMANCE IN FY 2025 ONGOING TOP 10 BRANDS VS. HCB TOTAL MARKETING ROLLING OUT GROWTH SPEND IMPACTFUL INVESTMENTS IDENTIFYING RELEVANT INNOVATIONS CONSUMER FOCUSED BUSINESS
Slide 40: Valorizing the portfolio with impactful innovations
Focused business portfolio VALORIZING THE PORTFOLIO WITH IMPACTFUL INNOVATIONS Driving breakthrough innovations catering to unmet consumer needs KEY LEVERS Creating new value pools FOR Enhancing trade-up into premium price tiers VALORIZATION Enhancing iconic brands power & driving value in the core
Slide 41: Premium laundry care market focus
Focused business portfolio ACTIVELY SHAPING OUR PORTFOLIO WITH INCREASED FOCUS ON ATTRACTIVE PREMIUM LAUNDRY CARE MARKET DRIVING PROFITABLE GROWTH THROUGH TECH-DRIVEN INNOVATIONS DELIVERING SUPERIOR CONSUMER BENEFITS INCREASING PREMIUM SHARE IN LAUNDRY CARE TOP BRANDS like PERSIL & PERWOLL with ~55%
Slide 42: Becoming the authority in Hair
Focused business portfolio BUILDING ON A STRONG FOUNDATION TO BECOME THE AUTHORITY IN HAIR WELL POSITIONED WITH CONSUMER (55%) AND OUTPERFORMING FAST-GROWING HAIR MARKET PROFESSIONAL (45%) UNDER ONE ROOF1 BY SHAPING CONSUMER TRENDS WINNING COLORATION CAGR Selective trends, FY 2022-2025 e.g., in Hair
Slide 43: Translating global trends into consumer-centric innovations
With consumer preferred products TRANSLATING GLOBAL TRENDS INTO CONSUMER-CENTRIC INNOVATIONS HEALTH & SUSTAINABILITY CONVENIENCE DIGITALIZATION PREMIUMIZATION WELLBEING Empowering consumers Promoting products that Simplifying daily tasks Enhancing the consumer Elevating consumer to make more support
Slide 44: New regionalized set-up implemented
With consumer preferred products NEW REGIONALIZED SET-UP IMPLEMENTED INCREASING CONSUMER PROXIMITY AND AGILITY FUNDAMENTAL CHANGE IN SET-UP OF MARKETING & R&D TEAMS enhancing EMPOWERING ~ 10% ~ 70% proximity to consumers, REGIONS fast execution and speed to market in regions in regions While maintai
Slide 45: Leveraging technology leadership
With consumer preferred products Best-in-class Bioscience 30 years exclusive enzymes, microbiology Experience in Enzyme and early pioneers for peptides Engineering LEVERAGING TECHNOLOGY LEADERSHIP With our in-house AI based Enhancing the coloration Fragrance performance experience with Low Odor Cent
Slide 46: Strong global R&D network
With consumer preferred products DRIVING TECHNOLOGY LEADERSHIP THROUGH A STRONG GLOBAL R&D NETWORK Expanding footprint of Houses of Hair… House of Hair Hamburg House of Hair & House of Hair J-beauty Innovation Hub Los Angeles Tokyo Customer Experience Center Customer Stamford Experience Center Dusse
Slide 47: At optimal costs: optimizing the overall set-up
At optimal costs AT OPTIMAL COSTS OPTIMIZING THE OVERALL SET-UP ORGANIZATIONAL SET-UP SUPPLY CHAIN Lean, unified operating model Optimized production following the Consumer Brands footprint improving efficiency. integration. Fully embedded 1-1-1 Sharpened roles and simplified commercial integration
Slide 48: Customer excellence with diversified go-to-market setup
Powered by customer excellence DRIVING CUSTOMER EXCELLENCE WITH A DIVERSIFIED GO-TO-MARKET SETUP As one consumer platform, we are a strong partner… SUPERMARKET & DRUGSTORE HYPERMARKET DISCOUNTER SALON & SALON SELECTIVE RETAIL E-COMMERCE DISTRIBUTOR … with one face to our customers and increased logi
Slide 49: Powering growth through digital & AI capabilities
Leveraging AI POWERING GROWTH, SPEED & IMPACT THROUGH DIGITAL & AI CAPABILITIES ACCELERATING AI VIRTUAL VIRTUAL OUR FIRST PRODUCT ASSISTANT FOR ASSISTANT FOR AI-GENERATED TV DEVELOPMENT HAIRDRESSERS HAIRDRESSERS COMMERCIAL AI platforms to Creation Creation of of aa digital digital Combining human ex
Slide 50: Enhancing growth with attractive M&A opportunities
ENHANCING GROWTH WITH ATTRACTIVE M&A OPPORTUNITIES ADDING ~€1BN OF PROFITABLE SALES OVER RECENT YEARS SHISEIDO EARTHWISE VIDAL SASSOON NOT YOUR MOTHERS OLAPLEX PROFESSIONAL (AUSTRALIA & (CHINA) (UNITED STATES) (GLOBAL) (ASIA PACIFIC) NEW ZEALAND) Strengthening Expanding sustainable-led Strengthening
Slide 51: Driving further profitable growth in Consumer Brands
DRIVING FURTHER PROFITABLE GROWTH IN CONSUMER BRANDS MID-TERM ▪ Driving better and bigger – FINANCIAL AMBITION building on a successfully transformed business ▪ Translating global trends into consumer-centric innovations 3-4 % ▪ Building advantage through leadership in our core categories ORGANIC ▪
Slide 52: Recent Financial Performance
RECENT FINANCIAL PERFORMANCE 52 HENKEL INVESTOR PRESENTATION
Slide 53: H1 2026 performance at a glance
H1 2026 PERFORMANCE AT A GLANCE HENKEL GROUP ADHESIVE TECHNOLOGIES CONSUMER BRANDS NOMINAL SALES NOMINAL SALES NOMINAL SALES €10.3bn €5.5bn €4.7bn ORGANIC SALES GROWTH ORGANIC SALES GROWTH ORGANIC SALES GROWTH 3.2% 4.5% 1.7% PRICE 1.1% PRICE 1.8% PRICE 0.3% VOLUME 2.1% VOLUME 2.8% VOLUME 1.4% ADJ. E
Slide 54: Organic sales development by region
ORGANIC SALES DEVELOPMENT BY REGION H1 2026 Group organic sales growth Group sales share EUROPE NORTH AMERICA ASIA-PACIFIC IMEA LATIN AMERICA -1.5% 2.4% 10.3% 14.9% -1.3% 38% 25% 17% 10% 8% 54 HENKEL INVESTOR PRESENTATION
Slide 55: Adhesive Technologies H1 2026
Organic Sales Growth Development ADHESIVE TECHNOLOGIES in % 4.2 2.0 H1 2026 0.3 1.3 0.5 0.1 ▪ 4.5% organic sales growth driven by a sequential acceleration 0.6 1.0 0.5 0.8 0.4 3.2 of both price & volume Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 ▪ Swift execution of pricing initiatives to offset 1.1 1.3 2.
Slide 56: Mobility & Electronics
MOBILITY & ELECTRONICS H1 2026 ORGANIC SALES SALES GROWTH 7.8% €2.1bn Double-digit growth in Electronics and significant growth in Industrials Automotive below prior year in the first half, however, with a sequential improvement & back to positive territory in Q2 56 HENKEL INVESTOR PRESENTATION
Slide 57: Packaging & Consumer Goods
PACKAGING & CONSUMER GOODS H1 2026 ORGANIC SALES SALES GROWTH 4.7% €1.6bn Very strong growth in Consumer Goods Strong growth in Packaging, supported by continued forward buying 57 HENKEL INVESTOR PRESENTATION
Slide 58: Craftsmen, Construction & Professional
CRAFTSMEN, CONSTRUCTION & PROFESSIONAL H1 2026 ORGANIC SALES SALES GROWTH 1.0% €1.9bn Strong growth in Manufacturing & Maintenance Consumer & Construction slightly below prior year 58 HENKEL INVESTOR PRESENTATION
Slide 59: Consumer Brands H1 2026
Organic Sales Growth Development CONSUMER BRANDS in % 2.8 2.0 1.5 0.7 2.1 0.9 H1 2026 1.4 1.1 -0.6 -0.5 -1.2 ▪ 1.7% organic sales growth with both positive price & -5.5 volume development Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 ▪ Hair continues very strong growth trajectory and -3.5 0.4 0.4 4.1 1.8 1.6
Slide 60: Laundry & Home Care
LAUNDRY & HOME CARE H1 2026 ORGANIC SALES SALES GROWTH 0.7% €2.8bn Good growth in Home Care driven by double-digit growth in Hand Dishwashing Laundry Care returned to positive growth due to clear acceleration in Q2 – particularly driven by high-single digit growth in Fabric Care 60 HENKEL INVESTOR P
Slide 61: Hair
HAIR H1 2026 ORGANIC SALES SALES GROWTH 4.2% €1.7bn Hair with very strong growth driven by balanced contribution from both Consumer & Professional Styling category as strongest contributor 61 HENKEL INVESTOR PRESENTATION
Slide 62: Other Consumer Businesses
OTHER CONSUMER BUSINESSES H1 2026 ORGANIC SALES SALES GROWTH -2.1% €0.3bn Below prior year due to Body Care in Europe while good growth in North America 62 HENKEL INVESTOR PRESENTATION
Slide 63: Updated Outlook FY 2026
UPDATED OUTLOOK FY 2026 ORGANIC ADJUSTED ADJUSTED SALES GROWTH EBIT MARGIN EPS1 GROUP 1.5 to 3.5% 14.5 to 16.0% Low to high single- previously: 1.0 to 3.0% digit % increase ADHESIVE 2.0 to 4.0% 16.5 to 18.0% TECHNOLOGIES previously: 1.0 to 3.0% CONSUMER BRANDS 0.5 to 2.5% 14.0 to 15.5% 63 HENKEL INV
Slide 64: Outlook 2026 additional input for selected KPIs
OUTLOOK 2026 ADDITIONAL INPUT FOR SELECTED KPIS CURRENCY IMPACT ON SALES Low single-digit % negative1 M&A IMPACT ON SALES Low single-digit % positive PRICES FOR DIRECT MATERIALS2 High single-digit % increase1 RESTRUCTURING CHARGES € 150 – 200m CAPEX € 650 – 750m 64 HENKEL INVESTOR PRESENTATION 1 ver
Slide 65: Find out more on henkel.com/ir
FIND OUT MORE ON HENKEL.COM/IR
Henkel AG & Co. KGaA — Investor Presentation (October 2026) on 6ix