Kemira Oyj · OMXHEX:KEMIRA
Kemira Oyj — Investor Day (September 2024)
10 slides from Kemira Oyj's investor day presentation, Sep 26, 2024
Slide 1: Packaging & Hygiene Solutions: Solid Base Business with Accelerated Growth from Sustainable Solutions
HARRI ERONEN INTERIM PRESIDENT, PULP & PAPER EVP, PACKAGING AND HYGIENE SOLUTIONS AS OF 01/2025 Packaging & Hygiene Solutions: Solid Base Business with Accelerated Growth from Sustainable Solutions CAPITAL MARKETS DAY SEPTEMBER 26, 2024
Slide 2: Packaging & Hygiene Solutions is well positioned in several applications
Packaging & Hygiene Solutions is well positioned in several applications KEY STRENGTHS OF THE NEW BUSINESS UNIT • Long-term customer relationships 10% demonstrated through consistent reliability 25% and extensive collaboration; high customer 10% satisfaction KEMIRA KEMIRA 40% REVENUE REVENUE • High
Slide 3: We are #2 in an expanding global market
We are #2 in an expanding global market LARGE ADDRESSABLE MARKET SOME MARKET GROWTH KEMIRA HAS A GOOD MARKET EXPECTED POSITION 5% EUR billion ~2% 7.6 15% 6.7 #2 ~16% GLOBAL MARKET EUR MARKET POSITION ~7 BILLION 5.0 SHARE 15% 4.3 65% 1.1 1.3 Packaging & Board Other 1.0 0.8 Tissue 0.4 0.5 Printing & W
Slide 4: Our products significantly improve our customers' footprint
RENEWABLE PRODUCTS Positive climate impact* while Our products maintaining product functionality Fossil-based raw materials cut by significantly >50% vs. standard products improve our customers’ STRENGTH DIGITAL SOLUTIONS Making packaging Optimizing overall footprint lighter and stronger, improving
Slide 5: Our focus will be on increasing efficiencies together with product and regional expansion
Our focus will be on increasing efficiencies together with product and regional expansion IMPROVE OPERATIONAL EFFICIENCY CONTRIBUTION FOR NEW • Continued emphasis on margin management GROUP FINANCIAL TARGETS • Focus on capacity utilization Average annual • Leverage presence and cash flow in Printing
Slide 6: We will invest increasingly in new applications to complement the growth of our base business
We will invest increasingly in new applications to ACCELERATED GROWTH complement the growth Renewable chemical ENHANCED Textiles of our base business solutions CROSS-SELLING Enhanced cross-selling opportunities in the existing business can be leveraged as a bridge to accelerated growth BASE BUSINESS
Slide 7: We see attractive growth in new end-markets…
We see attractive growth in new end-markets… MOLDED TEXTILE RENEWABLE DIGITAL FIBERS FIBERS CHEMISTRY SOLUTIONS SERVICES Molded fiber continues Demand for novel sustainable Transition away from fossil- The chemical market is momentum as the sustain- solutions in the textile value based materials pro
Slide 8: … and have a clear plan to capitalize on them
… and have a clear plan to capitalize on them MOLDED TEXTILE RENEWABLE DIGITAL FIBERS FIBERS 1 CHEMISTRY SOLUTIONS SERVICES Kemira’s position and Kemira’s position and Kemira’s position and Kemira’s position and next steps next steps next steps next steps 2024: 2024: 2024: 2024: Expand digital advis
Slide 9: Solid Base Business with Accelerated Growth from Sustainable Solutions
Solid Base We see opportunity We are actively looking for new Business with for operational improvement, growth opportunities in existing business and new end- including margins Accelerated markets Growth from Sustainable We are well-positioned to benefit from Solutions consumers’ increasing focus o
Slide 10: Kemira: Chemistry with a purpose. Better every day.
4 e mn | cra Chemistry with a purpose. Better every day.