Novonesis (NSIS) Investor presentation summary

Strategic growth platform

• Household Care generated €801.2 million in net revenue in 2025, representing a core growth platform with a focus on laundry and dishwashing segments.

• Growth strategy emphasizes accelerating emerging markets, increasing enzyme adoption, and supporting regulatory trends for greener solutions.

Market dynamics and drivers

• Demand for biosolutions is driven by consumer needs for better cleaning, convenience, and sustainability, with over 50% of consumers dissatisfied with current detergents.

• Customers seek profitable growth, innovation, and sustainability, with input cost volatility and carbon footprint reduction as key concerns.

• The Household Care market is diverse, spanning consumer and professional cleaning, with significant differences in machine and premium product penetration between developed and emerging markets.

Biosolutions value proposition

• Biosolutions offer fewer chemicals, better washing performance, lower energy use, and cost optimization, representing only 1-5% of product COGS but delivering high strategic value.

• Enzyme "cocktails" address a wide range of stains and cleaning needs across all formats, categories, and price points.

• Reformulation is shifting from niche to mainstream, enabling cost optimization, sustainability, and improved performance.