Akzo Nobel N.V. · EURONEXT:AKZA
Akzo Nobel — ChemTech Morgan Stanley Conference 2019
29 slides from Akzo Nobel's conference presentation, May 22, 2019
Slide 1: Passion for Paint – ChemTech Morgan Stanley
Passion for Paint ChemTech Morgan Stanley Dr. Klaas J.H. Kruithof, CTO, May 22, 2019
Slide 2: Introduction
Introduction Technology Coordinator R&D Director BU Automotive Chief Technology Officer Coatings Group & Aerospace Coatings Paints & Coatings Changes in the industry 1994 2003 2017 1984 1998 2012 Researcher in R&D R&D Director RD&I Director Automotive OEM BU Industrial Coatings BA Performance Coatin
Slide 3: A focused Paints and Coatings company
A focused Paints and Coatings company Key brands: North America Mature Europe Emerging Europe 12% 34% 9% €9.3 bn revenue Asia Pacific 31% €1.0 bn EBITDA €0.8 bn EBIT 10.6% ROS 12.6% ROI Other regions 5% 34,500 employees South America 9% All figures are based on year-end 2018, excluding unallocated c
Slide 4: Our Networked Technology Centers
Felling, UK ~270 Our Networked Technology Centers Shanghai, China ~150 €1.25 billion spent on R&D in the last five years 3,000 scientists employed worldwide 3,100+ patents owned by AkzoNobel 70 laboratories globally Strongsville, USA ~50 Sassenheim, NL ~370 Bangalore, India ~120 5 global technology
Slide 5: Delivering Innovation by Research & Development
Delivering Innovation by Research & Development EXECUTIVE COMMITTEE STRATEGIC INNOVATION PARTNERS COATINGS INCREMENTAL PRODUCT GLOBAL DEVELOPMENT PRODUCT & DEVELOPMENT INCUBATOR CUSTOMER SUPPORT RESINS TECHNOLOGY COLOR 5
Slide 6: What is paint and why use it?
What is paint and why use it ? Solvent or Water Application Pigment Color Additive ‘Pepper & salt’ Resin = Polymer = Latex Film and adhesion ChemTech Morgan Stanley | May 22, 2019 6
Slide 7: Performance beyond expectation at the size of a human hair
Performance beyond expectation at the size of a human hair
Slide 8: Coloring the world: Decorative Paints
Coloring the world: Decorative Paints 8
Slide 9: We color and protect your valuables
We color and protect your valuables 9
Slide 10: Beyond Expectation
BEYOND Expectation
Slide 11: Functionality beyond Expectation
Functionality beyond Expectation Anti-Graffiti Anti-Fingerprint Anti-Fog Anti-Fouling Anti- Anti-Scratch Formaldehyde
Slide 12: Protecting the world: Intersleek
Protecting the world: Intersleek® 1st biocide-free coating for the shipping industry Innovation Pioneering slime-release Since 1996 technology over 5,500 Sustainability applications Carbon credits, biocide-free Over $3 billion Performance fuel costs & Long-term 32 million tons efficiency, of CO2 sav
Slide 13: Cleaning interior air: Forest Breath
Cleaning interior air: Forest Breath 1st bio-based interior wall paint in China Bio-based with active bamboo ingredient Meeting low-VOC growing mould-resistant demand for anti-bacteria sustainable customer solutions Captures and purifies harmful air pollutants like formaldehyde
Slide 14: Beyond Expectation Imagination
BEYOND Expectation Imagination
Slide 15: Big Data and Artificial Intelligence
Big Data and Artificial Intelligence Color Data offers development routes to new to the next revenue level by A.I. models Surfaces with HTE sensors High Throughput become data Experimentation generators
Slide 16: Revenue from data: DryDoq Insight
Revenue from data: DryDoq Insight Big data based predictive tool/application More Better informed performing dry-docking fleet decisions 16
Slide 17: Slide 17
Slide 18: ChemTech Morgan Stanley | May 22, 2019
ChemTech Morgan Stanley | May 22, 2019
Slide 19: Beyond Expectation Imagination Generations
BEYOND Expectation Imagination Generations
Slide 20: Innovation drives Sustainability
Innovation drives Sustainability value selling and resource productivity Productivity Asset protection Examples: Examples: Anti-corrosion Fast cure / low bake Super durability Smart application Energy Waste Digital inspection / service Cloud-based data Emission Health & well-being Surface enhancemen
Slide 21: Networked innovation and collaboration is the key to success
“Whatever industry you are in, the biggest change will most likely come from outside” Networked innovation and collaboration is the key to success Customers Suppliers Academia Startups 21
Slide 22: Let's Together: The AkzoNobel startup challenge
LET’S Challenge Themes 2019: Smart Application Circular Solutions Enhanced Functionality TOGETHER Life Science Infusion Predictable Performance The AkzoNobel startup challenge
Slide 23: Paint The Future Challenge 2019
Paint The Future Challenge 2019 6 18 32 6 8 32 9 4 >4 ≤3 Total submissions: 160 21 joined the Accelerator Program ChemTech Morgan Stanley | May 22, 2019 23
Slide 24: Startup challenge innovation themes
zero overspray application circular encapsulated inorganic corrosion pigments inhibitors application by di-block data driven resin drones architecture
Slide 25: Our ambition: to be the reference in paints and coatings
Our ambition to be the reference in paints and coatings
Slide 26: AkzoNobel
AkzoNobel
Slide 27: Passion for Paint – ChemTech Morgan Stanley
Passion for Paint ChemTech Morgan Stanley Dr. Klaas J.H. Kruithof, CTO, May 22, 2019
Slide 28: Breakdown of total raw material spend
Breakdown of total raw material spend Titanium dioxide Additives 12 16 Specialty resins 14 Commodity resins 2018 (%) 19 10 Solvents 7 11 11 Latex and monomers Pigments and colorants Packaging ChemTech Morgan Stanley | May 22, 2019 28
Slide 29: Disclaimer/forward-looking statements
Disclaimer/forward-looking statements This presentation does not constitute or form a part of any offer to sell, or any invitation or other solicitation of any offer, to buy or subscribe for any securities in the United States or any other jurisdiction. Some statements in this presentation are 'forw