Novonesis A/s Class B · OMXCOP:NSIS_B
Novonesis A/s Class B — FY 2025 Earnings Presentation
14 slides from Novonesis A/s Class B's earnings presentation, Feb 25, 2026
Slide 1: FY 2025 Conference Call
FY 2025 Conference Call February 25, 2026
Slide 2: Forward-looking statement
Forward-looking statement Disclaimer This presentation includes forward-looking statements, including statements relating to the operating, financial and sustainability performance and results of the group and/or the industry in which it operates. Forward-looking statements include, without limitati
Slide 3: 2025 at 7% organic sales growth and 37.1% adj. EBITDA margin
2025 at 7% organic sales growth and 37.1% adj. Sales and organic sales growth y/y 45% 55% EBITDA margin. 2026 outlook at 5-7% organic Food & Health sales growth and 37-38% adj. EBITDA margin. Biosolutions Planetary Health Good start to 2026 expected. EURm Biosolutions • Organic sales growth of 7% (Q
Slide 4: Food & Health Biosolutions
Human Health Sales and organic sales growth, 26% Food & Health Biosolutions y/y Food & Health Biosolutions 74% 12M 2025 EURm +8% Food & Beverages • Organic sales growth of 8% (including ~3pp negative impact OSG from exiting certain countries), driven by both Human Health and Food & Beverages +7% 1,7
Slide 5: Food & Health Biosolutions: Food & Beverages
Sales and organic sales growth Food & Health Biosolutions: Food & Beverages y/y Food & Beverages EURm +8% OSG 12M 2025 • Organic sales growth of 8% (including ~3pp negative impact 1,372.5 +7% 1,310.2 from exiting certain countries), led by Dairy and supported by OSG Baking, Meat and Plant-based whil
Slide 6: Food & Health Biosolutions: Human Health
Sales and organic sales growth Human Health y/y Food & Health Biosolutions: +10% Human Health EURm OSG 12M 2025 • Organic sales growth of 10% (including ~1pp negative impact +10% 460.7 494.8 from exiting certain countries), driven by both Dietary OSG Supplements and Advanced Health & Nutrition 115.1
Slide 7: Planetary Health Biosolutions
Household Care Sales and organic sales growth 35% Planetary Health Biosolutions y/y Planetary Health Biosolutions 65% 12M 2025 EURm Agriculture, • Organic sales growth of 6% driven by both Household Care and +6% Energy & Tech OSG Agriculture, Energy & Tech • Growth mainly driven by volume and suppor
Slide 8: Planetary Health Biosolutions: Household Care
Sales and organic sales growth Household Care y/y Planetary Health Biosolutions: Household Care EURm +7% OSG 12M 2025 • Organic sales growth of 7% 767.7 801.2 +5% • Strong growth driven by accelerated penetration in Emerging OSG Markets 190.4 192.4 • Solid performance in Developed Markets driven mai
Slide 9: Planetary Health Biosolutions: Agriculture, Energy & Tech
Sales and organic sales growth Agriculture, Energy & Tech y/y Planetary Health Biosolutions: Agriculture, Energy & Tech EURm +6% OSG 12M 2025 • Organic sales growth of 6%, driven by strong growth in Energy, 1,489.1 +0% 1,406.9 OSG supported by growth in Agriculture and Tech • Positive impact from re
Slide 10: Financial results 2025
Financial results 2025 – 7% broad-based organic sales growth – 37.1% adj. EBITDA margin. 100bps improvement driven by stronger adjusted gross margin and synergies, and despite currency headwinds – 15% increase in adj. EPS excl. PPA – FCF before acquisitions at EUR 770.4 million, or 19% of sales – Ad
Slide 11: Outlook 2026
Outlook 2026 • Organic sales growth of 5-7% (6-8% excl. exiting certain countries) • 2026 growth components: • 5-7% volume (including ~ 1% sales synergies) • ~ 1% price • ~ -1% exiting certain countries • Adjusted EBITDA margin between 37-38% with expected margin expansion including currency headwin
Slide 12: Innovation is a key driver of growth amplified by AI
Innovation is a key driver of growth amplified by AI 2025 achievements EUR +400m annual R&D investment AI amplifying innovation ~25% Technology Proprietary data of sales from products launched • Strain & protein library & design in the last 5 years development & • Application insights optimization •
Slide 13: Q&A
Q&A
Slide 14: Organic sales performance by region
Organic sales performance by region North America Developed markets 2025: +7% 2025: +6% Europe, the Middle East & Africa* 2025: +6% 64% 32% of sales of sales 36% of sales Asia Pacific Latin America 2025: +6% Emerging markets* 2025: +14% 2025: +9% 13% 19% 36% of sales of sales of sales 14 *Including