Kemira Oyj · OMXHEX:KEMIRA
Kemira Oyj — Investor Day (September 2022)
18 slides from Kemira Oyj's investor day presentation, Sep 13, 2022
Slide 1: Pulp & Paper: Consumer-driven sustainability trends driving growth
ANTTI SALMINEN PRESIDENT, PULP & PAPER Pulp & Paper: Consumer-driven sustainability trends driving growth CAPITAL MARKETS DAY SEPTEMBER 13, 2022
Slide 2: We have delivered strong revenue growth since CMD 2020
PULP & PAPER We have delivered strong revenue growth since CMD 2020 REVENUE, OPERATIVE EBITDA AND OPERATIVE EBITDA MARGIN DEVELOPMENT 1. BUSINESS FUNDAMENTALS: EUR million 1,520 1,523 1,560 Focus on mitigating impacts from 1,457 1,477 1,458 higher input costs 260 Strong focus on selected markets and
Slide 3: Our completed and upcoming capacity expansions will support growth
Our completed and upcoming capacity expansions will support growth POLYMERS BLEACHING EXPANSION NEW PRODUCTION LINE IN SOUTH KOREA IN URUGUAY OF ASA IN CHINA Joint venture with Yongsan Expansion of both sodium Production of ASA sizing agent Chemicals, Kemira a minority chlorate and hydrogen peroxide
Slide 4: H1 2022: Strong performance in a difficult environment
H1 2022: Strong performance in a difficult environment REVENUE: PROFITABILITY: • Organic growth driven by higher sales prices across • Resilient profitability despite unprecedented customer segments inflationary pressures • Underlying demand solid across products groups, • Pricing checkpoints in cus
Slide 5: Broader uses of wood fiber driving market growth
Broader uses of wood fiber driving market growth SEPTEMBER 13, 2022 CAPITAL MARKETS DAY 5
Slide 6: Wood fiber is the raw material of the future
WOOD FIBER IS THE RAW MATERIAL OF THE FUTURE • Excellent sustainable raw material: renewable, reusable and recyclable • Fiber use is growing due to existing applications as well as new applications • Industry is innovating to find new uses for wood-based fiber, e.g. in textile fibers • Kemira to ben
Slide 7: Pulp and packaging markets are growing driven by sustainability trends
Pulp and packaging markets are growing driven by sustainability trends PULP & BLEACHING MARKET BOARD AND TISSUE MARKET Demand for virgin fiber increasing due to decline Packaging market growth drivers: APAC, online retail in availability of recycled fiber and growing uses of and move away from plast
Slide 8: We are accelerating growth in new markets
We are accelerating growth in new markets Assess and GROWTH deploy new FROM growth avenues Biobased products NEW Barriers MARKETS Textiles Services SEPTEMBER 13, 2022 CAPITAL MARKETS DAY 8
Slide 9: Barrier market projected to grow by 8% to 2026
NEW G RO W TH O PPO RT UNIT IES Barrier market projected to grow by 8% to 2026 MARKET DRIVERS KEMIRA HAS A STRONG POSITION Consumer preference for sustainable solutions Kemira’s first generation, partly biobased, barrier, commercialized; second generation biobased product Transition towards phasing
Slide 10: The wood-fiber textile market projected to reach EUR 10 billion by 2030
NEW G RO W TH O PPO RT UNIT IES The wood-fiber textile market projected to reach EUR 10 billion by 2030 TEXTILE MARKET IN TRANSFORMATION Demand for novel sustainable fiber solutions in textiles is high in order to replace cotton and synthetic fibers EUR More than 96% of global EUR 200 billion textil
Slide 11: Services offering is a valuable differentiator
NEW G RO W TH O PPO RT UNIT IES Services offering is a valuable differentiator • Aim to reach EUR 50 million in revenue by 2025, 2022 revenue expected to be around EUR 5 million • New dedicated service organization established to accelerate growth in services COLLABORATION • Commitment to invest in
Slide 12: We are competitively positioned in the growing fiber-based applications
100 YEARS OF BROADEST PULP & We are EXPERTISE IN FIBER WATER CHEMISTRY PAPER CHEMICAL PRODUCT PORTFOLIO IN THE WORLD competitively positioned in the growing fiber- based LONG ESTABLISHED BROAD CAPABILITIES applications CUSTOMER RELATIONSHIPS TO SERVE CUSTOMERS ACROSS THE GLOBE SEPTEMBER 13, 2022 CAP
Slide 13: Maintaining profitability while increasing focus on new growth opportunities
Maintaining profitability while increasing focus on new growth opportunities PRIORITIZED GROWTH ACTIONS FURTHER PROFITABILITY IMPROVEMENT ON-GOING • Capitalize on growth opportunities in pulp and • Continuous performance and packaging • Continue to mitigate impact from cost-structure enhancement, in
Slide 14: Kemira: Chemistry with a purpose. Better every day.
4 e mn | cra Chemistry with a purpose. Better every day.
Slide 15: Appendix
Appendix SEPTEMBER 13, 2022 CAPITAL MARKETS DAY 15
Slide 16: Pulp & Paper chemicals market expected to grow by 1-2%
Pulp & Paper chemicals market expected to grow by 1-2% P&P CHEMICALS CONVENTIONAL P&P CHEMICALS MARKET DEVELOPMENT MARKET (B€) (Illustrating the change in consumption, M€) North America (3.0 B€) EMEA (2.6 B€) China (1.8 B€) +1-2% 11.5 10.6 1.2 2-3% Tissue 1.0 P&W Packg. Tissue Pulp P&W Packg. Tissue
Slide 17: We have a strong position particularly in EMEA
We have a strong position particularly in EMEA PULP PACKAGING & TISSUE PRINTING & WRITING EMEA Market position #1/2 #1/2 #1/2 North America Market position #3/4 #3 #2/3 APAC Market position n.a. #1/2 #1/2 South America Market position #2 #2/3 #2/3 SEPTEMBER 13, 2022 CAPITAL MARKETS DAY Source: Kemir
Slide 18: Kemira: Chemistry with a purpose. Better every day.
4 e mn | cra Chemistry with a purpose. Better every day.