Imerys SA · EURONEXT:NK

Imerys SA — Investor Presentation (December 2021)

25 slides from Imerys SA's investor presentation, Dec 1, 2021

  1. Slide 1: Imerys Innovation

    Imerys Innovation Imerys Analysts visit | December 2021 Frederic Jouffret - Vice-President Science & Technology Global coordination for Performance Minerals 1 01/12/2021 | Innovation Imerys

  2. Slide 2: Imerys Innovation

    Imerys Innovation Key figures Innovation Performance and organization Strategy Minerals key innovation projects 2 01/12/2021 | Innovation Imerys

  3. Slide 3: Imerys Innovation Key Figures

    Imerys Innovation Key Figures 350 €70m 7 70 Scientists Total Spend Main Imerys New product & Technicians for R&D Technology launches and technical Centers (ITC) (2020) support 3 01/12/2021 | Innovation Imerys

  4. Slide 4: Imerys Innovation Organization: Global footprint

    Imerys Innovation Organization: Global footprint United Kingdom Switzerland Austria (Villach) Areas of innovation (Par Moor) (Bironico) Abrasives, technical Paints, polymer films, Graphite & Carbon ceramics, high ● Mobile energy paper & board temperature solutions ● Green mobility France (Lyon) Abras

  5. Slide 5: Imerys Innovation

    Imerys Innovation Key figures Innovation Performance and organization Strategy Minerals key innovation projects 5 01/12/2021 | Innovation Imerys

  6. Slide 6: Innovation Strategy at Imerys

    Driving an innovation culture Excellence in people, execution and equipment Investing in sustainable growth Sustainability as a lever for growth Addressing global challenges Market driven innovation Innovation Strategy Creating value for stakeholders at Imerys Explore all mineral capabilities 6 01/1

  7. Slide 7: Driving an innovation culture

    Driving an innovation culture Excellence in People, Execution & Equipment ● Global coordination of projects to avoid duplication per region with 40 new projects entering in the pipeline every year ● International pool of talent with PhD (50) and scientists coming from the industry and academia ● Man

  8. Slide 8: Investing in Sustainable Growth

    Investing in Sustainable Growth Sustainability as a lever for growth ● Sustainability inclusion in our NPD development process during stage gate process (2022 target with 50% market launched NPDs as sustainable solutions) ● Product Sustainability Assessment used for each Innovation project analysis

  9. Slide 9: Addressing global challenges

    Addressing global challenges Market driven & customer centric R&D organization ● R&D Directors and Innovation teams organized by markets or applications ● Our main focus: develop solutions, applications and services based on market trends and customers needs ● Create development partnerships through

  10. Slide 10: Creating value for all Stakeholders

    Creating value for all Stakeholders Explore all Industrial Mineral Capabilities Natural minerals: majority of our sales and development; New technologies includes sustainable and/or natural solution for global mega trends, replacement of oil based materials, new process innovations…. Circular Minera

  11. Slide 11: Performance Minerals markets served

    Performance Minerals markets served …. Applications at Imerys Technology Center Toulouse Revenue by end market Imerys delivers value-added solutions that are formulated to meet the technical specifications of each customer The solutions contribute to the performance of a multitude of products in diffe

  12. Slide 12: Value-added to customer

    Focusing on specialty niches to bring high value to customers Imerys focuses on selected tailor-made-to-customer specialty mineral solutions where it can develop: Value-added to customer ▪ Sustained growth potential Specialty mineral ▪ Sustained competitive advantage solutions ▪ Sustained profitabili

  13. Slide 13: Imerys Innovation

    Imerys Innovation Key figures Innovation Performance and organization Strategy Minerals key innovation projects 13 01/12/2021 | Innovation Imerys

  14. Slide 14: Performance Minerals: Development areas in project portfolio

    Performance Minerals: Development areas in project portfolio Focus Focus Focus Focus Focus #1 #2 #3 #4 #5 Low-Emission Green Sustainable Natural Circular Mobile Energy Mobility Construction Solutions Minerals Materials for Consumer (Lightweight) Goods & Life Science 14 01/12/2021 | Innovation Imerys

  15. Slide 15: Focus #1: Low-Emission Mobile Energy

    Focus #1: Low-Emission Mobile Energy Li-ion batteries & Fuel cells for EV Focus #1 2kg of Carbon ● Conductive additives for anode and cathode Black for (G&C) each BEV ● Fuel cells: High purity Carbon Black and Graphite for microporous layer and catalyst support ● Participation to ERMA, European Inst

  16. Slide 16: Focus #2: Green Mobility

    Focus #2: Green Mobility Focus #2 Lightweighting in automotive Citroën AMI: 6 kg of mineral ● Lightweighting focus in exterior for automotive for low emission plastic parts and longer driving range; main target on EV ● Supply of innovative reinforcing minerals to lighter plastic parts (exterior & in

  17. Slide 17: Focus #3: Sustainable Construction

    Focus #3: Sustainable Construction Focus #3 Lightweighting and waste management ● Lightweighting for ceramics large tiles (slabs) and facade ● Mineral foams: Lightweight foamed material (insulation, fire-resistant, no organic volatile compounds) ● Sustainable building material with Geopolymers ● Circ

  18. Slide 18: Focus #4: Natural Solution

    Focus #4: Natural Solution Focus #4 Applications for Consumer Goods & Life Science ● Barrier coating for carton board and paper containers replacing plastic packaging ● Natural minerals for Personal care: French mica for cosmetic applications ● Agriculture: Natural solutions as biocontrol agents aga

  19. Slide 19: Focus #5: Circular Minerals: from linear to circular economy

    Focus #5: Circular Minerals: from linear to circular economy Focus #5 Circular solution with 40% recycled ● Imerloop project in board content & packaging to reprocess industrial mineral waste ● Re-mining as key example in North America with Sylacauga operation (reclassification of Imerys waste) ● Was

  20. Slide 20: Imerys Innovation

    Imerys Innovation Key figures Innovation Performance and organization Strategy Minerals key innovation projects 20 01/12/2021 | Innovation Imerys

  21. Slide 21: Imerys ITC Toulouse - Laboratories

    Imerys ITC Toulouse - Laboratories 9 - PARP lab 8 - PARP lab 7 - PARP lab Toulouse Lab 50 Engineered Carbon Black ImerLink HAR Technologies French and 2020 The lab international expansion was technicians and done in 2020 1 - F&LS lab scientists in the 10 - PARP lab Personal Care laboratories Paints

  22. Slide 22: Laboratories & safety instructions

    Laboratories & safety instructions ● Safety equipment: safety glasses in all laboratories, plus, if applicable, other safety equipment notified on the front door ● Do not touch the equipment, the products and respect the safety limits marked on the ground ● Indicate your presence to the guide before

  23. Slide 23: Emergency exit in case of fire alarm

    Emergency exit in case of fire alarm If you hear the siren Vehicle or if an evacuation is Place E. traffic requested ... Bouillères You are here ● Go to the meeting APPLICATIONS point in front of the Meeting point BUSINESS building (Place E. SUPPORT Bouillère side) ● Indicate your INNOVATION presence

  24. Slide 24: Who's who - Performance Minerals EMEA

    Who’s who - Performance Minerals EMEA Philippe BARRE PARP S&T Director Frédéric JOUFFRET Christel CAREME S&T Vice President F&LS S&T Director Performance Minerals Murielle PERRONNET Ceramics & Building Products S&T Director 24 01/12/2021 | Innovation Imerys

  25. Slide 25: Thank you for your attention

    Thank you for your attention Visit www.imerys.com for more information. Or connect with us: @imerys www.linkedin.com/company/imerys/ www.facebook.com/imerysgroup/ 25 01/12/2021 | Innovation Imerys

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