Kemira Oyj · OMXHEX:KEMIRA
Kemira Oyj — Investor Day (September 2024)
10 slides from Kemira Oyj's investor day presentation, Sep 26, 2024
Slide 1: Fiber Essentials: Cash Generator with Selected Growth Opportunities
ANTTI MATULA SVP, GLOBAL PRODUCT LINES AND BUSINESS DEVELOPMENT, PULP & PAPER EVP, FIBER ESSENTIALS AS OF 01/2025 Fiber Essentials: Cash Generator with Selected Growth Opportunities CAPITAL MARKETS DAY SEPTEMBER 26, 2024
Slide 2: Fiber Essentials focuses on critical pulp chemicals, particularly in mature markets
Fiber Essentials focuses on critical pulp chemicals, particularly in mature markets KEY STRENGTHS OF NEW BUSINESS UNIT 5% • Strong customer loyalty and high retention 15% 15% • Long customer contracts with pricing largely based on formulas 15% REVENUE GEOGRAPHIC • Strong commitment to quality and re
Slide 3: Sodium Chlorate is our largest business; market growing particularly in South America
Sodium Chlorate is our largest business; market growing particularly in South America REGIONAL MARKET CAPACITIES* MARKET GROWING SLIGHTLY KEMIRA HAS A GOOD POSITION EUR billion +1% 20% of the global capacity* 10% 1.7 CAGR 1.5 #1 Market leader NA: -1% in EMEA 20% 45% In the growing South #2 American
Slide 4: Fiber Essentials focuses on capital efficiency and cash flow
Fiber Essentials focuses on capital efficiency and cash flow CAPITAL AND OPERATIONAL EFFICIENCY CONTRIBUTION FOR NEW • Continue optimizing operational efficiencies during times of GROUP FINANCIAL TARGETS volatility Average annual • Investing in capacity debottlenecking or into selective new organic
Slide 5: We benefit from our customers' sustainability transition
We benefit from our customers’ sustainability transition CHEMICALS ARE A SIGNIFICANT CONTRIBUTOR WE ARE WORKING TO EXPAND OUR TO OUR CUSTOMERS’ SCOPE 3 EMISSIONS RENEWABLE PRODUCT PORTFOLIO Introducing sustainable and carbon free electrochemical as one of the pioneering suppliers Increasing customer
Slide 6: We have a competitive electricity positioning
We have a competitive electricity positioning COMPETITIVE POSITIONING PARTICULARLY IN KEMIRA’S ANNUAL ELECTRICITY PURCHASES FINLAND AROUND EUR 130 MILLION IN 2023 Kemira is entitled to electricity at production cost based Fixed price energy from adjacent pulp Competitive on its ownership share in pa
Slide 7: We see opportunities to grow in South America
We see opportunities to grow in South America PLANNED PULP PROJECTS South America is the preferred region for new pulp IN SOUTH AMERICA investments Pulp producers in South America enjoy the lowest production costs due to fast growth rates of eucalyptus, availability of land, unit size and pulp mills
Slide 8: Chemical islands are attractive investments
Chemical islands are attractive investments BENEFITS OF THE CHEMICAL ISLAND CONCEPT • Close proximity to a pulp mill: full integration or KEMIRA location adjacent to a pulp mill FRAY BENTOS • Main products: sodium chlorate + hydrogen peroxide Recent expansion of existing chemical island; completed i
Slide 9: Cash generator with selected growth opportunities
Key contributor for Focus on capital Cash Kemira’s operative EBITDA margin target efficiency and maximizing cash flow generator with selected growth Strong cash generation supporting selective opportunities growth investments in new bleaching capacity and also investments in other business units SEP
Slide 10: Kemira: Chemistry with a purpose. Better every day.
4 e mn | cra Chemistry with a purpose. Better every day.