Nexam Chemical Holding Ab · OMXSTO:NEXAM

Nexam Chemical Holding Ab — Aktiedagen Lund 2017

16 slides from Nexam Chemical Holding Ab's conference presentation, Jan 31, 2017

  1. Slide 1: Nexam Chemical Holding AB (publ)

    Nexam Chemical Holding AB (publ) Aktiedagen Lund 31 January 2017

  2. Slide 2: Agenda

    Agenda • Nexam Chemical • Market overview • Strategy - 3 focus areas • Business model • Strategic outlook • Q&A 1

  3. Slide 3: Nexam Chemical's products in the value chain

    Nexam Chemical’s products in the value chain Polymer Nexam Chemical Product Plastics granulate Finished parts 1. Mix Parts + 2. Granulate manufacture   Nexam Chemicals product are added to the polymer in range Masterbatch 200 ppm – 10 % per kg polymer 2

  4. Slide 4: Background

    Background Focus: Investing in R&D Focus: Commercialisation 2009 2010 2011 2012 2013 2014 2015 2016 • Nexam Chemical is • First proof of concept • The NEXIMID®-family • Further roll-out of • Nexam Chemical’s • NEXAMITE® is • Joint marketing program • First order for industrial formed following a for

  5. Slide 5: Value chain

    Value chain Plastics producer Plastics converter Product manufacturer Consumer Recycler Nexam Chemical’s solutions can improve the properties of plastics and production processes in all steps of the value chain 4

  6. Slide 6: Value proposition

    Value proposition Nexam Chemical develops technology and products that aim to cost-efficiently, and with production technique intact, significantly enhance the properties of polymeric materials using conventional processing equipment Enhanced properties • Increased mechanical properties – strength,

  7. Slide 7: Market overview

    Market overview Global plastic production (million tonnes) Plastics are replacing metals in many products Estimated share of plastic in a car 500 10pp 450 25% 400 ~320 15% million tonnes 350 6% 300 1970 2010 2020 250 Plastic demand by type of polymer1 200 Other PET 20% 7% PE-HD 150 12% PUR PVC Nexam

  8. Slide 8: Market drivers

    Market drivers Nexam Chemical’s market is mature and characterised by stable growth and demand for cost-efficient innovations • Continuous growing use of plastics • Increasing sustainability requirements (recycling, life cycle etc.) • Health and safety regulations (REACH) • Innovation need (replacem

  9. Slide 9: Nexam Chemical's strategy – three focus areas

    Nexam Chemical’s strategy – three focus areas Polyester foam Polyethylene pipe • Status: • Status: – Commercialisation – Commercialisation • Application areas: • Application areas: – Buildings, infrastructure, windmills – Tubing, pipelines, cables • Drivers: • Drivers: – Stronger and lighter foam en

  10. Slide 10: Engineering polyester foam

    Engineering polyester foam Market characteristics Nexam Chemical’s offer Application areas: >>100% improvement in key mechanical properties 20 annual kton market demand Light weight material used within wind Allows customer to: 1. Reduce density – raw material cost savings energy, transportation/ 2.

  11. Slide 11: Polyethylene pipe

    Polyethylene pipe Market characteristics Nexam Chemical’s offer Application areas: Improved key parameters for processing and performance of 4,000 annual polyethylene pipe kton market demand Gas- and water Allows customer to: supply in industrial, 1. Meet higher specifications/standards even for hig

  12. Slide 12: High Performance

    High Performance Market characteristics Nexam Chemical’s offer Application areas: Enables a new product with outstanding processing properties 5 annual and performance kton market demand Ultra advanced plastics applications. Allows customer to: 1. Meet novel requirements, which cannot be addressed b

  13. Slide 13: Business Model

    Business Model Expand to other applications MARKET SHARE MARKET SHARE MARKET SHARE 5 5 3 5 1 1 1 PROOF OF PROOF OF PROOF OF CONCEPT CONCEPT CONCEPT Focus areas/ applications High Pipes of Foam of performance polyethylene polyester applications 8

  14. Slide 14: Profitable growth path-Organic/Aquired

    Profitable growth path-Organic/Aquired Significant growth Customer intimacy-Business development Target targeted • Customers requiring Master Batch = MB needed • More customers = more sales resources • More sales = more production capacity • More sales = efficient processes and systems • Regulatory

  15. Slide 15: Thank you!

    Thank you! 14

  16. Slide 16: Nexam Chemical Holding AB (publ)

    Nexam Chemical Holding AB (publ) Scheelevägen 19 223 63 Lund www.nexamchemical.com

Nexam Chemical Holding — Aktiedagen Lund 2017 on 6ix