Sustainable Smart Spaces & Wellness @ Home slide image

Sustainable Smart Spaces & Wellness @ Home

Demand in Western Europe continued to decline but at a slower rate whereas it showed signs of improvement in Eastern Europe 23% Share in total revenue Western Europe 3Q23 Highlights Arçelik Eastern Europe 16% Share in total revenue y/y market growth in unit terms W. Europe Germany France Great Britain ■8M23 6M23 • MDA6 Market The slowdown in consumer demand in the Western European markets continued in July and August, yet with a slower pace. • Price increases across the industry has been continued in July and August yet with a lower rates given the weakness in demand. In the 8M23, despite price increases, market contracted by mid to low single digit percentage in value terms. • MDA6 Market Cycling quite a low base, consumer demand in Russia continued to grow significantly in both months of July and August. Demand continued to fall in other major countries in Eastern Europe in July-August period y/y on a cumulative basis. Driven by strong Russian market, consumer demand in Eastern Europe was increased by low- teens percentage in July-August period y/y on a cumulative basis. y/y market growth in unit terms ■8M23 6M 23 E. Europe Russia Italy Spain Belgium Austria (20%) (10%) 0% 10% 20% • Arçelik in Western Europe The decline in the number of units sold was partially balanced by price increases; nevertheless, revenue in 3Q23 decreased by approximately a low-single-digit percentage in EUR terms y/y. Arçelik's price index as a group has increased in 8M23 in Western Europe. MDA6 market charts and the market positionings reflect the data of a retail panel market. *Annual growth in 4M23 and excludes Russia. Arçelik in Eastern Europe Despite higher units sold in Eastern Europe and price increases, annual revenue growth was c.2% in EUR terms due to appreciated EUR. (20%) (10%) 0% 10% 20% Poland Romania 29
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