Humble Group (HUMBLE) ABGSC Investor Days summary

Business Overview and Strategy

• Operates as a modern, entrepreneur-led FMCG group with over 40,000 products sold in 80+ markets, SEK 8.1 billion in revenue, and a focus on sustainability and health.

• Utilizes a decentralized, vertically integrated model, acquiring companies whose founders remain as shareholders and leaders, driving transformation toward sustainable consumer goods.

• Covers the full FMCG value chain with own brands, factories, and distribution, serving major global retailers and maintaining strong B2B relationships.

• Four business segments: Future Snacking, Sustainable Care, Quality Nutrition, and Distribution/Nordic Distribution, with both own and private label brands.

• Industrial platform enables innovation, flexibility, and scalability through a broad supplier network, 15+ owned factories, and partnerships with 400+ global manufacturers, with products in 150,000+ stores worldwide.

Historical Milestones and Recent Developments

• Underwent three phases: platform establishment, integration/consolidation, and strategic review.

• Completed 47 acquisitions, major equity raise, and refinancing; divested non-core assets.

• Implemented cost-saving programs and business focus reviews, with new leadership appointed.

• Transitioned to Nasdaq Main Market and converted to IFRS.

Business Segments and Performance

• Future Snacking and Quality Nutrition are the largest contributors to adjusted EBITA.

• Net sales LTM Q3 2025: SEK 8.1bn; adjusted EBITA: SEK 576m.

• Geographic sales: 48% Sweden, 18% UK, 20% other countries, 9% Nordics, 6% Australia.