Norsk Hydro Asa · OSL:NHY
Norsk Hydro Asa — Credit Suisse Fireside Chat (September 2020)
9 slides from Norsk Hydro Asa's conference presentation, Sep 9, 2020
Slide 1: Pål Kildemo, CFO
Pål Kildemo, CFO September 9 2020
Slide 2: Hydro – a global supplier of aluminium
Hydro – a global supplier of aluminium Strong positions held along value chain Upstream Midstream Downstream Solid cost positions within the aluminium value Strong position in value added products1) Improving EBITDA per mt – successful value chain over volume strategy in Extruded Solutions Alumina b
Slide 3: Demand drivers for aluminium
Demand drivers for aluminium The properties of aluminium drive solid demand growth across multiple segments Aluminium – the metal of the future Solid demand growth drivers across many segments Transport Packaging Urbanization Light-weighting Corrosion Formability Sustainability Lightweight Substitut
Slide 4: Lifting profitability, driving sustainability
Investor Day 2019 Lifting profitability, New agenda was announced driving sustainability • BNOK 7.3 improvement ambition • Strategic review & restructuring of Rolled Products • Stricter and new capital allocation framework • 10% RoaCE target over the cycle1) • Cut CO2 emissions by 30% by 2030 • Diff
Slide 5: Improvement target of MNOK 7.3 by 2023
Improvement target of MNOK 7.3 by 2023 We are on track to deliver Improvement status end-2019 Improvements by business area In NOK billion In NOK billion 7,3 0,4 0,9 1,0 0,2 2,7 1,7 4,6 0,9 7.3 BNOK 0,9 2023 1,0 2,2 1,0 2,7 1,6 2019* 2020 2021 2022 2023 Total B&A Staff functions and centralized init
Slide 6: Different strategic modes and differentiated capital allocation
Different strategic modes and differentiated capital allocation Safe, compliant and efficient operations – The Hydro Way Business area Bauxite & Alumina Primary / Metal Markets Energy Rolled Products Extruded Solutions Strategic mode Sustain and improve* Selective growth Strategic review Selective g
Slide 7: Our climate footprint is a unique competitive edge
Our climate footprint is a unique competitive edge New brands launched in 2019 Hydro KinaEuropa Primary Primary Primary produced consumed Primary 100% 100% post Global extrusion Europe Europe Global recycled consumer average CIRCAL 75R REDUXA 4.0 ingots Europe average average average Primary China 2
Slide 8: Lifting profitability, driving sustainability
Priorities • Health and safety first – protecting people and communities • Keeping the wheels turning – maintaining operations and generating cash • Thinking ahead – implementing mitigating actions and positioning Hydro post-Covid-19 Lifting profitability, driving sustainability 8
Slide 9: Slide 9
Norsk Hydro — Credit Suisse Fireside Chat (September 2020) on 6ix