Henkel (HEN) Investor presentation summary

Strategic positioning and business overview

• Celebrating 150 years, operates two main segments: Adhesive Technologies (global #1) and Consumer Brands (#2 in active markets).

• Maintains a strong financial foundation with attractive cash generation and shareholder returns.

• Global footprint with €20.5bn sales in FY 2025, diversified across Europe, North America, Asia-Pacific, IMEA, and Latin America.

• Adhesive Technologies serves >800 industries, while Consumer Brands focuses on laundry, home care, and hair.

Growth strategy and innovation

• Expanding leadership in adhesives through innovation, customer-centric solutions, and M&A in high-growth markets.

• Consumer Brands growth driven by portfolio transformation, digitalization, and technology leadership.

• Focus on sustainability, digital capabilities, and leveraging global R&D for impactful innovations.

• Recent acquisitions add €2bn sales by 2030, with strong contributions to top- and bottom-line.

Financial performance and outlook

• FY 2025 KPIs: organic sales growth 0.9%, adj. EBIT €3,026m, adj. EBIT margin 14.8%, adj. EPS €5.33 (+4.7%).

• H1 2026: group sales €10.3bn, organic sales growth 3.2%, adj. EBIT margin 15.7%, adj. EPS growth 7.1%.

• Adhesive Technologies H1 2026: sales €5.5bn, organic growth 4.5%, EBIT margin 17.7%.

• Consumer Brands H1 2026: sales €4.7bn, organic growth 1.7%, EBIT margin 15.3%.

• Updated FY 2026 outlook: group organic sales growth 1.5–3.5%, EBIT margin 14.5–16.0%.