Kemira Oyj · OMXHEX:KEMIRA
Kemira Oyj — Investor Day (September 2024)
10 slides from Kemira Oyj's investor day presentation, Sep 26, 2024
Slide 1: Renewable Solutions: Progressing Towards Our EUR 500 Million Target
SAMPO LAHTINEN SVP, GROWTH ACCELERATOR EVP, RESEARCH & INNOVATION AS OF 01/2025 Renewable Solutions: Progressing Towards Our EUR 500 Million Target CAPITAL MARKETS DAY SEPTEMBER 26, 2024
Slide 2: We already have a significant number of renewable products in our portfolio
We already have a significant number of renewable products in our portfolio REVENUE SPLIT IN 2023* CURRENT RENEWABLE PORTFOLIO Renewable (> 50%) Partly biobased Sizing • The majority of our current renewable offering Renewable polymers Does not • Biomass-balanced polymers both for water contain foss
Slide 3: We have four paths to reach the EUR 500 million renewable revenue target
We have four paths to reach the EUR 500 million renewable revenue target CURRENT Boost the sales of commercially PORTFOLIO available renewable products Convert current fossil-based products to renewable PRODUCT products by replacing raw materials CONVERSION and feedstocks New products based on NEW R
Slide 4: Strategic partnerships, feedstock and key projects
Strategic LEADING MARKET POSITION IN partnerships, KEY PROJECTS PRODUCT CONVERSION Biomass-Balanced: feedstock Expanding ISCC+ certifications of conversion and renewable carbon NEW RENEWABLE alternatives of our current products product innovation CHEMISTRIES Renewable Coatings: Renewable barriers to
Slide 5: Good traction in biomass-balanced
Good traction in biomass-balanced LATEST DEVELOPMENTS • First biomass-balanced polymers were introduced in 2022, particularly targeted for water treatment WHAT ARE THE BIOMASS-BALANCED customers PRODUCTS? • Enhanced value proposition and new sales roll-out Products based on in 2023, significant sale
Slide 6: Strong demand from customers for renewable coatings
Strong demand from customers for renewable coatings LATEST DEVELOPMENTS • Strong demand from customers for renewable WHAT ARE coatings to replace plastics RENEWABLE COATINGS? • Technical proof-of-concept work ongoing with Renewable barriers for paper innovative renewable products with numerous & boa
Slide 7: Evaluating Alpha Glucan manufacturing opportunity
Evaluating Alpha Glucan manufacturing opportunity LATEST DEVELOPMENTS • Collaboration with International Flavors and Fragrances (IFF) started in 2020, partnership now WHAT IS ALPHA GLUCAN? expanded to production of renewable materials Platform of renewable polymers capable of replacing fossil-based
Slide 8: Delivering EUR 500 million target by 2030
Delivering EUR 500 million target by 2030 ILLUSTRATIVE PLAN ON HOW TO REACH THE 2030 TARGET Mainly sizing products ~230 2023 revenue Biomass-Balanced Alpha Glucan Renewable 2030 target Coatings SEPTEMBER 26, 2024 CAPITAL MARKETS DAY 8
Slide 9: Optimizing how we work in research and development
Optimizing how we work in research and development NEW ORGANIZATIONAL MODEL BEING PLANNED • Product development relocating to the three new business units as of 2025 to further increase customer-centricity, speed-to-market and commercialization of new products • New Research & Innovation unit focusi
Slide 10: Chemistry with a purpose. Better every day.
4 e mn | cra Chemistry with a purpose. Better every day.