Kemira Oyj · OMXHEX:KEMIRA
Kemira Oyj — Investor Day (September 2024)
12 slides from Kemira Oyj's investor day presentation, Sep 26, 2024
Slide 1: Water Solutions: Ambition to double revenue
TUIJA POHJOLAINEN-HILTUNEN PRESIDENT, INDUSTRY & WATER EVP, WATER SOLUTIONS AS OF 1/2025 Water Solutions: Ambition to double revenue CAPITAL MARKETS DAY SEPTEMBER 26, 2024
Slide 2: Our water business is in excellent shape
Our water business is in excellent shape STRONG FINANCIAL PERFORMANCE WE HAVE AN EFFICIENT OPERATING PLATFORM IN RECENT YEARS EUR million % • Strong value proposition to customers: application know-how, product quality and supply security 350 336 23.2% 23.3% 24 • Strong and typically long customer r
Slide 3: Our solutions play a significant role in improving our customers' footprint
MORE PHOSPHORUS REMOVAL WITH LOWER CARBON CHEMICAL FOOTPRINT WITH PHOSPHORUS CHEMICAL TREATMENT REMOVAL Up to Min Our solutions 90% 30% play a significant Coagulation enables better removal of phosphorus from With pre-precipitation at wastewater treatment plants wastewater discharge role in improvin
Slide 4: Trends in water treatment provide solid opportunities for sustainable growth
Trends in water treatment provide solid opportunities for sustainable growth RELEVANT WATER TREATMENT RELEVANT MARKET TREND PRODUCTS & SOLUTIONS AND EXPECTED GROWTH MARKET CAGR EUR billion Energy efficiency in water 8-9% treatment processes CAGR 4-5% 18.4 5-6% Micropollutants removal 14.3 Accelerate
Slide 5: Regulation continues to support the growth in water treatment
Regulation continues to support the growth in water treatment REGION REGULATION UNDER REVIEW COMMENTS & IMPLICATIONS EUROPE Urban Wastewater Treatment Directive (UWWT) • Driver for the enforcement of existing legislation in all countries especially for phosphorus removal; tighter limits gradually st
Slide 6: Micropollutant removal is an increasingly attractive and synergistic growth opportunity
Micropollutant removal is an increasingly attractive and synergistic growth opportunity MARKET DESCRIPTION KEMIRA AND MICROPOLLUTANT REMOVAL Activated Carbon (AC) the most commonly used technology • Acquisition of Norit’s reactivation in micropollutant removal; market moving increasingly operations
Slide 7: Biogas applications are of increasing interest
Biogas applications are of increasing interest MARKET DESCRIPTION KEMIRA AND BIOGAS APPLICATIONS Biogas market expected to grow significantly in coming years • Our products, particularly coagulants, can due to increased focus on energy independence and green transition significantly enhance biogas y
Slide 8: Industrial water services also present interesting growth potential
Industrial water services also present interesting growth potential MARKET DESCRIPTION KEMIRA AND INDUSTRIAL WATER SERVICES Industrial water services include several applications, such • Kemira’s current industrial water treatment revenue as boiler & cooling, raw water intake and wastewater around E
Slide 9: Both organic and inorganic investments will contribute to our ambition to double the revenue
Both organic and inorganic investments will contribute to our ambition to double the revenue INORGANIC GROWTH OPPORTUNITIES • New technologies, ORGANIC GROWTH particularly around OPPORTUNITIES micropollutants removal • Growth driven by • Market expansion in tightening regulation in APAC Europe and N
Slide 10: Well-positioned for ambitious growth while retaining high profitability
Well-positioned for ambitious growth while retaining high profitability CONTRIBUTION FOR NEW RETAIN HIGH PROFITABILITY OF BASE BUSINESS GROUP FINANCIAL TARGETS • Strong focus on commercial excellence and pricing Average annual • Utilize in-depth market understanding in business decisions organic gro
Slide 11: Ambition to double the revenue
Water solutions is a Focus on retaining significant strong margins contributor to Kemira’s revenue Ambition to growth double the revenue Several attractive organic and inorganic growth opportunities; Kemira remains financially disciplined in inorganic opportunities SEPTEMBER 26, 2024 CAPITAL MARKETS
Slide 12: Kemira Chemistry with a purpose.
4 e mn | cra Chemistry with a purpose. Better every day.