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NAME OF THE LAYOUT Corporate Colours (primary): Winning together as a team Analyst presentation 2026 half-year results 29 July 2026
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NAME OF THE LAYOUT Corporate Colours (primary): TEXT + IMAGE | S Presenting team Marcus Jordan CEO Hans Kooijmans CFO 2
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NAME OF THE LAYOUT Corporate Colours (primary): AGENDA | NUMBERS 4 5 1 2 3 Q&A Annex Outlook Financials HY 2026 Highlights HY 2026 3
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NAME OF THE LAYOUT Corporate Colours (primary): IMAGE + TEXT | 5X Highlights HY 2026: Financial results Gross profit Operating EBITA Net Result Free cash flow Cash earnings per share 4 EUR 658 million +7% on a constant currency basis EUR 285 million +8% on a constant currency basis EUR 142 million +14% on a constant currency basis EUR 222 million HY 2025: EUR 173 million EUR 3.18 HY 2025: EUR 2.94
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NAME OF THE LAYOUT Corporate Colours (primary): IMAGE + TITLE + TEXT Highlights HY 2026: M&A ● Dong Yang (South Korea) – Beauty and personal care (signed October 2025, closed January 2026) ● Willows (Ireland/UK) – Food and nutrition (signed February 2026, closed March 2026) ● Merit Solutions (Thailand) – Advanced materials (signed June 2026) 5 Three acquisitions adding c. EUR 70 million in annualised revenues and c. 64 FTE based on last full year before acquisition
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NAME OF THE LAYOUT Corporate Colours (primary): IMAGES + TITLES | 8X • Strengthening our senior leadership and commercial teams • Continued focus on internal talent development • 3 acquisitions across segments and regions • Further strengthening of supplier partnerships • Strengthening lab network and capabilities • Increased sales activities • Continuous roll-out of best practices with a focus on further automation and delivering premium customer service • Fully automated pre-visit report • Mobile version of SalesAssistant introduced • SBTi validation on emission reduction targets in progress Progress on the six strategic pillars that drive our growth People Operational excellence Portfolio Digital excellence Commercial excellence Sustainability 6
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NAME OF THE LAYOUT Corporate Colours (primary): MENU | HIGHLIGHT Highlights HY 2026 Financials HY 2026 Outlook Q&A Annex
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NAME OF THE LAYOUT Corporate Colours (primary): Financials HY 2026 – income statement 8 EUR million Jan. 1 - Jun. 30, 2026 Jan. 1 - Jun. 30, 2025 Change Change % FX adj. change Revenue 2,638 2,474 164 7% 11% Gross profit 658 634 24 4% 7% Gross profit as a % of revenue 24.9% 25.6% (0.7%) Operating EBITA 285 275 10 4% 8% Operating EBITA as a % or revenue 10.8% 11.1% (0.3%) Conversion margin 43.3% 43.4% (0.1%) Net result 142 130 12 10% 14% Free cash flow 222 173 49 29% Cash conversion margin 76.2% 61.4% 14.8% Earnings per share (weighted) in EUR 2.41 2.20 0.21 10% 14% Cash earnings per share (weighted) in EUR 3.18 2.94 0.24 8% 13% Number of FTE end of period 5,237 5,277 (40) (1%)
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NAME OF THE LAYOUT Corporate Colours (primary): Financials HY 2026 – segment information 9 EUR million EMEA Americas Asia- Pacific Holding companies Total Gross profit YTD Q2 2026 328 176 154 658 YTD Q2 2025 293 191 150 634 organic growth 5% (5%) 3% 2% acquisition growth 8% 1% 7% 5% currency impact (1%) (4%) (7%) (3%) Operating EBITA YTD Q2 2026 143 70 89 (17) 285 YTD Q2 2025 124 83 86 (18) 275 organic growth 7% (12%) 2% (6%) 1% acquisition growth 9% 1% 9% 7% currency impact (1%) (4%) (8%) (2%) (4%) Operating EBITA as a % of revenue YTD Q2 2026 11.7% 9.5% 13.2% (0.6%) 10.8% YTD Q2 2025 11.7% 10.8% 13.5% (0.7%) 11.1% ∆ margin % 0.0% (1.3%) (0.3%) 0.1% (0.3%) Conversion margin YTD Q2 2026 43.6% 39.8% 57.8% 43.3% Operating EBITA as a % of gross profit YTD Q2 2025 42.3% 43.5% 57.5% 43.4% ∆ margin % 1.3% (3.7%) 0.3% (0.1%)
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NAME OF THE LAYOUT Corporate Colours (primary): Financials HY 2026 – income statement 10 EUR million Jan. 1 - Jun. 30, 2026 Jan. 1 - Jun. 30, 2025 Change Change % FX adj. change Operating EBITA 285 275 10 4% 8% Net finance costs (35) (44) 9 Amortisation of intangible assets (52) (50) (3) Acquisition costs and results related to one-off adjustments to the organisation (1) (7) 6 Income tax expenses (54) (45) (9) Result for the period 142 130 12 10% 14%
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NAME OF THE LAYOUT Corporate Colours (primary): Financials HY 2026 – net finance costs 11 EUR million Jan. 1 - Jun. 30, 2026 Jan. 1 - Jun. 30, 2025 Change Net interest costs financing structure (32) (28) (4) Interest costs lease liabilities (2) (2) - Changes in deferred considerations 1 7 (6) Interest costs re employee benefits (0) (0) 0 Hyperinflation loss on net monetary position (5) (2) (2) Currency exchange results 2 (19) 21 Net finance costs (35) (44) 9
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NAME OF THE LAYOUT Corporate Colours (primary): Financials HY 2026 – balance sheet 12 EUR million 30/06/2026 31/12/2025 Change Property, plant and equipment 60 60 - Right-of-use assets 92 98 (6) Intangible assets 2,664 2,658 6 Other financial assets/ deferred tax assets 21 25 (4) Total working capital 1,029 934 95 Provisions/ employee benefits (41) (39) (2) Deferred tax liabilities (142) (142) - Capital employed 3,684 3,594 90 Equity 2,124 2,042 82 Equity as a % of capital employed 57.7% 56.8% Loans and borrowings minus cash 1,560 1,552 8 Total financing 3,684 3,594 90
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NAME OF THE LAYOUT Corporate Colours (primary): 89 84 70 993 769 846 (648) (442) (563) 776 703 756 (182) (181) (146) 30/06/2026 31/12/2025 30/06/2025 Financials HY 2026 – year-end working capital 13 1 Revenue normalised for full-year impact acquisitions EUR m EUR million 30/06/2026 31/12/2025 30/06/2025 Inventories in days of revenue1 53 51 54 Trade receivables in days of revenue1 68 56 60 Trade payables in days of revenue1 44 32 40
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NAME OF THE LAYOUT Corporate Colours (primary): Financials HY 2026 – net debt 14 EUR million 30/06/2026 31/12/2025 Change Loans and borrowings long term 1,074 1,378 (304) Loans and borrowings short term 375 325 50 Short term financial liabilities 359 87 272 Cash and cash equivalents (249) (239) (10) Net debt 1,560 1,552 8 Net debt / operating EBITDA ratio 1 2.8 2.8 - 1 Including full-year impact of acquisitions Bank covenants 30/06/2026 Bank condition 31/12/2025 Leverage 2.8 2.7 Revolving credit facility < 4.25 Maturity profile as of 30 June 2026 EUR million - 200 400 600 800 1,000 1,200 1,400 2026 2027 2028 2029 2030 Cont. consideration Bond Revolver
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NAME OF THE LAYOUT Corporate Colours (primary): Financials HY 2026 – Free cash flow 15 EUR million Jan. 1 - Jun. 30, 2026 Jan. 1 - Jun. 30, 2025 Change Change % Operating EBITA 285 275 10 4% Depreciation 22 20 2 8% Operating EBITDA 306 295 11 4% Lease payments (17) (16) (1) 7% Share based payments 2 2 (0) (2%) Adjusted EBITDA 291 281 10 4% Capex (3) (5) 2 (31%) ∆ Working capital1 (66) (103) 37 (36%) Free cash flow 222 173 49 28% Cash conversion ratio 2 76.2% 61.4% 14.8% 1 Inventories, Trade and other receivables, and Trade and other payables 2 Free cash flow as a percentage of Adjusted EBITDA
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NAME OF THE LAYOUT Corporate Colours (primary): MENU | HIGHLIGHT Highlights HY 2026 Financials HY 2026 Outlook Q&A Annex
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NAME OF THE LAYOUT Corporate Colours (primary): TABLE IMCD operates in different, often fragmented market segments in multiple geographic regions, connecting many customers and suppliers across a very diverse product range. In general, results are impacted by macroeconomic conditions and developments in specific industries. Results may be affected from period to period by several factors including, the ability to sustain and expand commercial relationships, the ability to introduce new products and start new customer and supplier relationships and the timing, scope and impact of acquisitions. IMCD’s consistent strategy and resilient business model has led to successful expansion over the years and IMCD remains focused on achieving earnings growth by optimising its services and further strengthening its market positions. Macro-economic and political uncertainty make future developments and demand difficult to predict. However we remain confident that our strong commercial teams, digital and logistic infrastructure and the resilience of our business model, will continue to contribute value to our stakeholders and sustain our growth trajectory. Outlook 17
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NAME OF THE LAYOUT Corporate Colours (primary): MENU | HIGHLIGHT Highlights HY 2026 Financials HY 2026 Outlook Q&A Annex
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NAME OF THE LAYOUT Corporate Colours (primary): MENU | HIGHLIGHT Highlights HY 2026 Financials HY 2026 Outlook Q&A Annex
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NAME OF THE LAYOUT Corporate Colours (primary): We are IMCD 20 IMCD is a leading global partner for the distribution and formulation of speciality chemicals and ingredients. ● Adaptable business model driving simplification for our partners ● Formulatory and solutions provider ● Comprehensive and complementary specialty portfolio ● Global footprint with local expertise ● Listed on the Amsterdam Stock Exchange, and included in the AEX Index and AEX ESG Index
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NAME OF THE LAYOUT Corporate Colours (primary): TEXT 8 business groups, focusing on strategic market segments Coatings & Construction Beauty & Personal Care Pharmaceuticals Industrial Solutions Food & Nutrition Lubricants & Energy Advanced Materials Home Care & I&I1 Excipients; APIs; nutraceuticals; synthesis; agrochemicals; biopharma; topicals Coatings; decorative paints; adhesives & sealants; textile & leather; paper Laundry; dish; air; surface; vehicle Drive line fluids; engine oils; fuels; industrial oils; electrical equipment; energy production Chemical intermediates; environmental technologies; processing technology Dairy; savoury; bakery; beverage; animal nutrition; nutrition; ingredient Compounders; converters; composites Skin & sun care; toiletries; haircare; fragrance; colour & cosmetics; oral care 1 Industrial & Institutional care 21
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NAME OF THE LAYOUT Corporate Colours (primary): TEXT Platinum (2025) Gold (2024) High scores on external ESG ratings Demonstrating our continuous focus on best practices ESG Risk Rating 11.6, low risk (2025) 12.6 (2024) Score C (2025) Score B (2024) On a scale of A to D- Rating A (2026) on a scale of AAA-CCC B- (Prime) rating C+ rating (2024) On a scale of A+ to D- 22
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NAME OF THE LAYOUT Corporate Colours (primary): DISCLAIMER Disclaimer This presentation may contain forward looking statements. These statements are based on current expectations, estimates and projections of IMCD’s management and information currently available to the company. IMCD cautions that such statements contain elements of risk and uncertainties that are difficult to predict and that could cause actual performance and position to differ materially from these statements. IMCD disclaims any obligation to update or revise any statements made in this presentation to reflect subsequent events or circumstances, except as required by law. This presentation does not provide any form of (commercial, investment or financial service) advice, nor does it contain recommendations regarding any decision, and should not be treated as such. More information on IMCD’s performance can be found in its results press releases. In addition, an overview of the risk categories and risk factors that could adversely affect IMCD’s business and financial performance can be found in its latest Annual Report, which is available on its corporate website: www.imcdgroup.com/investors. 23