LANXESS : C) Slides for the Chairman of the Board of Management’s Speech (lanxess asm 2026 speech matthias zachert presentation)

About this update from Lanxess Ag

‌European chemical industry in a perfect storm‌ Harmful competitive conditions for industry in Germany and Europe Weak global demand Flood of products from Asia at rock-bottom prices Geopolitical uncertainties A new picture with a real storm ‌Sales -11% 6,366 5,673 EBITDA -17% 614 510 2024 2025 2024 2025 ‌ 3,814 2,498 2,381 2,023 2022 2023 2024 2025 47% less debt since 2022 ‌Three strong pillars with leading market positions Consumer Protection Specialty Additives Advanced Intermediates ‌LANXESS adjusts costs to market conditions FORWARD! Action Plan EUR 150 million in savings Fully effective since late 2025 Optimizing production network EUR 50 million in savings Fully effective by end of 2027 ‌Further cost reductions by end of 2028 Reduction of ~550 jobs − ⅔ in Germany, primarily in administration − as socially responsible as possible Further reduction of operating costs across all Group functions Annual savings of EUR 100 million ‌Driving innovation Application-oriented research Ion exchange resins for carbon capture Iron oxides for batteries Scopeblue Sustainable products >50% circular raw materials or >50% reduced PCF New: Scopeblue rubber and lubricant additives ‌Climate neutrality by 2040 firmly in sight -5 1% -66% -7 3% 6,500 3,200 2,200 1,731 2004 2018 2021 2025 CO 2 e emissions (Scope 1+2) ‌Emissions in the supply chain decreased 27,000 -1 6% -45% -6 2% 22,800 14,745 10,294 2015 2018 2021 2025 CO 2 e emissions (Scope 3) ‌Leading in sustainability Rank 1 in Europe in Chemicals category Rank 5 globally ‌Outlook Macroeconomic uncertainties increased due to Middle East conflict Positive impact from German Infrastructure program on construction industry expected to start earliest in H2 2026 LANXESS // 2026 EBITDA for Q2 2026 EUR 130-150 million EBITDA for FY 2026 EUR 450-550 million

View stock analysis, news, and events for Lanxess Ag