Seb Sa · EURONEXT:SK
Seb Sa — Groupe SEB — 9M 2026 Earnings Presentation
35 slides from Seb Sa's earnings presentation, Oct 22, 2026
Slide 1: Sales and Financial data Nine-month 2026
Sales and Financial data Nine-month 2026 Ecully, 22 October 2026 Webcast in English by clicking on this link or on groupeseb.com
Slide 2: Disclaimer
9-MONTH 2026 SALES AND FINANCIAL DATA DISCLAIMER This presentation may contain certain forward-looking statements regarding Groupe SEB's activity, results and financial situation. These forecasts are based on assumptions which seem reasonable at this stage, but which depend on external factors inclu
Slide 3: 9M 2026 key highlights 02 Rebound plan & 2026 outlook 03 Appendix
9-MONTH 2026 SALES AND FINANCIAL DATA 01 9M 2026 key highlights 02 Rebound plan & 2026 outlook 03 Appendix 22/10/2026 3
Slide 4: 9M 2026 key highlights
9-MONTH 2026 SALES AND FINANCIAL DATA 9M 2026 key highlights 22/10/2026 4
Slide 5: Key figures at end-September 2026
9-MONTH 2026 SALES AND FINANCIAL DATA Key figures at end-September 2026 9-month sales Q3 sales €5,707m €1,964m +0.8% as reported +2.5% as reported +1.1% LFL vs. 2025 -0.1% LFL vs. 2025 9-month ORfA Q3 ORfA €333m €161m +24.5% vs. 2025 +8.7% vs. 2025 22/10/2026 5
Slide 6: ORfA growth – Rebound plan execution in line with expectations
9-MONTH 2026 SALES AND FINANCIAL DATA ORfA growth – Rebound plan execution in line with expectations 2026 outlook confirmed and refined > Economic and geopolitical environment still subdued > Small Domestic Equipment markets remain resilient; retailers cautious on inventories > Sales stable LFL in Q
Slide 7: Sales
9-MONTH 2026 SALES AND FINANCIAL DATA .1 Sales 22/10/2026 7
Slide 8: Change in 9-month sales
9-MONTH 2026 SALES AND FINANCIAL DATA Change in 9-month sales Sales in €m -16 0 +60 5,664 5,707 Organic growth Currency effect Scope +1.1% -0.3% 0.0% 9M 2025 9M 2026 +0.8% 22/10/2026 8
Slide 9: Change in Q3 sales
9-MONTH 2026 SALES AND FINANCIAL DATA Change in Q3 sales Sales in €m 0 +51 -3 1,916 1,964 Organic growth Currency effect Scope -0.1% +2.6% 0.0% Q3 2025 Q3 2026 +2.5% 22/10/2026 9
Slide 10: Sales by business
9-MONTH 2026 SALES AND FINANCIAL DATA Sales by business 9-MONTH SALES €5,707m +0.8% as reported +1.1% LFL PROFESSIONAL CONSUMER 9M 2026 €691m 9M 2026 €5,017m -4.8% LFL +1.9% LFL Q3 2026 €215m Q3 2026 €1,749m -9.1% LFL +1.1% LFL 22/10/2026 10
Slide 11: Professional
9-MONTH 2026 SALES AND FINANCIAL DATA Professional Large deals down, continued strategic progress 9M 2026 Q3 2026 Core business and services still solid €691m €215m > Core business holding up well > Services growing (c. 35% of sales), driven in Q3 by the US and the UK -4.8% LFL -9.1% LFL Low level o
Slide 12: Consumer
9-MONTH 2026 SALES AND FINANCIAL DATA Consumer 1.9% organic growth over 9 months, driven by the Americas Consumer +1.9% LFL EMEA AMERICAS ASIA +0.7% +9.3% +0.6% 22/10/2026 12
Slide 13: Consumer - Multiple innovations rolled out across our markets
9-MONTH 2026 SALES AND FINANCIAL DATA Consumer - Multiple innovations rolled out across our markets Home care Floor washers Garment steamers Spot cleaners X-Clean Aerosteam Clean-It 22/10/2026 13
Slide 14: Consumer - Multiple innovations rolled out across our markets
9-MONTH 2026 SALES AND FINANCIAL DATA Consumer - Multiple innovations rolled out across our markets Kitchen electrics Cookware Bean-to-cup coffee machine Rice cooker Ingenio & Fusioncore Coffee Crush POP 22/10/2026 14
Slide 15: Consumer - EMEA
9-MONTH 2026 SALES AND FINANCIAL DATA Consumer - EMEA Western Europe: mixed performance 9M 2026 > Good momentum in online DTC sales, latest launches very well received (Coffee €2,460m Crush, Eversharp, Aerosteam Elite) > Lower inventory levels at retailers -0.7% > Market share strengthened in France
Slide 16: Consumer - Americas
9-MONTH 2026 SALES AND FINANCIAL DATA Consumer - Americas North America: another quarter of double-digit growth 9M 2026 > Still favorable comparison base in Q3 €817m > Further market share gains in the US in cookware and linen care; launch of Aerosteam +11.9% > Mexico: core categories resilient in a
Slide 17: Consumer - Asia
9-MONTH 2026 SALES AND FINANCIAL DATA Consumer - Asia China: stable sales in a still-subdued market 9M 2026 > Continued focus on balancing sales, market share and profitability €1,740m > Market share gains in a highly promotional market > Social commerce leadership confirmed: no. 1 in culinary on Do
Slide 18: ORfA
9-MONTH 2026 SALES AND FINANCIAL DATA .2 ORfA 22/10/2026 18
Slide 19: Continued improvement in ORfA
9-MONTH 2026 SALES AND FINANCIAL DATA Continued improvement in ORfA 9M 2026 Q3 2026 > ORfA up again in Q3: +9%… Operating Result €333m €161m > ... despite stable sales and a more inflationary environment... from Activity +24.5% vs. 2025 +8.7% vs. 2025 > ... driven by: ▪ improved gross margin (higher
Slide 20: Rebound plan & 2026 outlook
9-MONTH 2026 SALES AND FINANCIAL DATA Rebound plan & 2026 outlook 22/10/2026 20
Slide 21: Rebound plan: Roll-out in line with expectations
9-MONTH 2026 SALES AND FINANCIAL DATA Rebound plan Roll-out in line with expectations Progress Main levers Actions launched in 2026 c. €200m All labor agreements signed for the voluntary Organizations departure plans Organizations Reduction of structure costs & industrial efficiency Departures under
Slide 22: 2026 outlook confirmed and refined
9-MONTH 2026 SALES AND FINANCIAL DATA 2026 outlook confirmed and refined Deteriorated macroeconomic and geopolitical environment Uncertain consumption prospects 2026 outlook refined Increased inflationary pressures on costs > full-year ORfA growth between 5% and 10% Resilience of Small Domestic Equi
Slide 23: Appendix
9-MONTH 2026 SALES AND FINANCIAL DATA Appendix 22/10/2026 23
Slide 24: Total sales by region and business - 3rd quarter
9-MONTH 2026 SALES AND FINANCIAL DATA Total sales by region and business 3rd quarter Group sales Consumer sales Professional Consumer 11% 89% Other Asia Western Europe 6% 34% China 26% €1,964m €1,749m -0.1% LFL +1.1% LFL South America 6% Other EMEA 16% North America 13% 22/10/2026 24
Slide 25: Total sales by region and business - 9M 2026
9-MONTH 2026 SALES AND FINANCIAL DATA Total sales by region and business 9M 2026 Group sales Consumer sales Professional Consumer 12% 88% Other Asia Western Europe 6% 34% China 28% €5,707m €5,017m +1.1% LFL +1.9% LFL South America 5% Other EMEA 15% North America 11% 22/10/2026 25
Slide 26: Q1 sales by region
9-MONTH 2026 SALES AND FINANCIAL DATA Q1 sales by region In €m Q1 2025 Q1 2026 As reported Q1 2026 LFL EMEA 798 800 +0.3% +2.5% Western Europe 515 540 +4.7% +4.8% Other EMEA countries 282 261 -7.7% -1.8% AMERICAS 235 240 +2.2% +6.7% North America 159 156 -1.8% +4.7% South America 76 84 +10.6% +10.9%
Slide 27: Q2 sales by region
9-MONTH 2026 SALES AND FINANCIAL DATA Q2 sales by region In €m Q2 2025 Q2 2026 As reported Q2 2026 LFL EMEA 794 789 -0.6% +0.7% Western Europe 550 548 -0.5% -0.5% Other EMEA countries 244 242 -0.9% +3.4% AMERICAS 219 249 +13.7% +10.2% North America 147 169 +15.1% +14.7% South America 72 80 +10.8% +1
Slide 28: H1 sales by region
9-MONTH 2026 SALES AND FINANCIAL DATA H1 sales by region In €m H1 2025 H1 2026 As reported H1 2026 LFL EMEA 1,592 1,590 -0.2% +1.6% Western Europe 1,066 1,088 +2.0% +2.0% Other EMEA countries 526 502 -4.6% +0.6% AMERICAS 455 490 +7.7% +8.4% North America 306 325 +6.3% +9.5% South America 149 164 +10
Slide 29: Q3 sales by region
9-MONTH 2026 SALES AND FINANCIAL DATA Q3 sales by region In €m Q3 2025 Q3 2026 As reported Q3 2026 LFL EMEA 886 870 -1.8% -1.0% Western Europe 606 598 -1.4% -1.5% Other EMEA countries 280 273 -2.8% 0.0% AMERICAS 275 327 +18.9% +10.8% North America 196 223 +13.8% +10.6% South America 80 104 +31.3% +1
Slide 30: 9-month sales by region
9-MONTH 2026 SALES AND FINANCIAL DATA 9-month sales by region In €m 9M 2025 9M 2026 As reported 9M 2026 LFL EMEA 2,478 2,460 -0.7% +0.7% Western Europe 1,672 1,685 +0.8% +0.8% Other EMEA countries 807 775 -4.0% +0.4% AMERICAS 730 817 +11.9% +9.3% North America 502 548 +9.2% +9.9% South America 228 2
Slide 31: Negative currency effect over 9 months, concentrated in Q1
9-MONTH 2026 SALES AND FINANCIAL DATA Negative currency effect over 9 months, concentrated in Q1 Currency effect over 9 months in €m 30 -€16m 20 Q1: -€73m (vs. -€7m) Q2: +€6m (vs. -€57m) Q3: +€51m (vs. -€60m) 10 0 - 10 - 20 - 30 - 40 CNY COP MXN BRL RUB ARS EGP INR KRW UAH JPY USD TRY Others 22/10/2
Slide 32: Performance by product range
9-MONTH 2026 SALES AND FINANCIAL DATA Performance by product range Consumer product ranges Change in 9M 2026 sales vs. 9M 2025 sales, LFL 25% 20% 15% 10% 5% 0% -5% -10% -15% -20% -25% Electrical Food LKA* Floor care Beverages Linen care cooking preparation Cookware Personal care Home comfort *Large
Slide 33: Glossary
9-MONTH 2026 SALES AND FINANCIAL DATA Glossary On a like-for-like basis (LFL) – Organic Sell-in (sales) Sales made to our customers (retailers). The amounts and growth rates at constant (or organic) exchange rates and consolidation scope in a given year compared with the previous year are calculated
Slide 34: Contacts
9-MONTH 2026 SALES AND FINANCIAL DATA Contacts Analysts / Investors Media Relations Groupe SEB Groupe SEB Image Sept IR and Financial Communication Department Corporate Communications Department Caroline Simon Isabelle Dunoyer de Segonzac Raphaël Hoffstetter Guillaume Baron Inès Carrayrou Clémence V
Slide 35: Next key dates
9-MONTH 2026 SALES AND FINANCIAL DATA Agenda Next key dates - 2027 24 February | before market open 2026 full-year sales and results 21 April | after market close First-quarter 2027 sales and financial data 13 May | 2:30 p.m. CEST Annual General Meeting 21 July | after market close First-half 2027 s