Henkel (HEN) Investor presentation summary

Strategic positioning and business overview

• Holds global leadership in adhesives, sealants, and coatings, and is a top player in consumer markets with iconic brands across 800 industries worldwide.

• Operates two main business units: Adhesive Technologies (global #1) and Consumer Brands (#2 in active markets), supported by strong R&D, digital, and sustainability platforms.

• Maintains a compelling portfolio with leading brands such as Persil, Schwarzkopf, and Loctite, with top 10 brands accounting for ~60% of sales.

• Employs ~47,200 people from 125 nationalities, with 165 production sites in over 50 countries.

• Celebrates a 150-year legacy of innovation and purpose-driven progress.

Financial performance and ambitions

• Achieved €20.5bn in sales and €3.0bn adjusted EBIT in 2025, with a 3.0% dividend yield per preferred share.

• Maintains a strong Single A credit rating and has distributed over €10bn to shareholders in the past decade.

• Targets mid-term organic sales growth of 3–4%, adjusted EBIT margin of ~16%, and mid- to high-single-digit EPS growth.

• Focuses on free cash flow expansion and continued investment in R&D and supply chain.

• Executes a disciplined capital allocation strategy, including share buybacks and stable dividends.

Innovation, sustainability, and digitalization

• Industry-leading R&D drives impactful innovations, with ~25% of sales from products launched in the last five years.

• Sustainability is core, with a 2030+ ambition framework targeting net-zero by 2045 and a 29% reduction in absolute GHG emissions since 2021.

• Digitalization enhances value creation, with ~20% digital sales share and strong partnerships with leading tech firms.

• Achieved 84% CO2 reduction in Consumer Brands operations by 2025 and 28% recycled plastic in packaging.

• Recognized for ESG excellence, with top ratings and a focus on circularity, climate, and thriving communities.