Syensqo Sa/nv · EURONEXT:SYENS
Syensqo Sa/nv — Q3 2024 Earnings Presentation
11 slides from Syensqo Sa/nv's earnings presentation, Nov 5, 2024
Slide 1: Third Quarter 2024 Results
Third Quarter 2024 Results November 5, 2024
Slide 2: Third Quarter 2024 Results
Third Quarter 2024 Results Dr. ILHAM KADRI November 5, 2024 Chief Executive Officer ■ Return to volume growth with 5% year-on-year increase with robust margins in a challenging market environment CHRISTOPHER DAVIS Chief Financial Officer
Slide 3: Third Quarter 2024 Group Highlights
Third Quarter 2024 Group Highlights NET GROSS ■ Return to volume and net sales growth, led by SALES PROFIT Composite Materials and Novecare € 1.63bn € 572mn ■ Robust gross margin performance, including -€12 +5% volumes 35.0% margin -4% pricing +90bps QoQ million of net pricing ■ EBITDA margin increa
Slide 4: Third Quarter 2024 Segment Highlights
Third Quarter 2024 Segment Highlights CONSUMER & RESOURCES ■ Improved volume momentum with 12% YoY MATERIALS growth, led by Novecare & Technology Solutions ■ Strong YoY growth in Composite Materials; ■ Higher YoY and QoQ gross margin in Technology Defense & Civil Aviation up double digits Solutions
Slide 5: Updated FY 2024 Outlook
Updated FY 2024 Outlook Comments EBITDA [3] ● Year-on-year volume growth to continue in Q4 €1.4 - 1.44 bn ● Outlook reflects Q4 seasonality, as well as the expected impact of the strike at Boeing and its related support chain disruption ● €50-100 million net pricing reduction remains unchanged ● Dis
Slide 6: Accelerating efficiency to deliver growth
Accelerating Realizing our ambition efficiency while facing tough conditions to deliver confirms the need to: growth Adjust our organization & be closer to the market Secure operational excellence Rethink our investment ➝ Derisking our investment portfolio ➝ Better balance between mid-term and long
Slide 7: Expertise recognition through awards
Expertise recognition through awards Winner of Innovative Winner of SPE Automotive Nomination to the 2025 Winner of Building of the Battery Module Wins 2024 Award 2024 Automotive News PACE Year award Altair Enlighten Award Pilot Awards for General Motors’ with ZF for the outboard for our innovative
Slide 8: Recent announcements
Recent announcements Launch of Riza® Launch of Launch of Launch of Ryton® Mirapol® Hygiene AgRHEA® PPS XE-5000 a new range of Boost LifeXtend Plus natural flavors and revolutionary antioxidants for a polymer to enhance shelf extrudable PPS food preservation designed to meet life and efficacy of tech
Slide 9: Water Stewardship Targets and Human Rights
WATER STEWARDSHIP HUMAN RIGHTS TARGETS PROGRESS REPORT Commitment to a 20% Release report detailing reduction of fresh water intake steadfast commitment to at sites exposed to water human rights availability challenges by 2030 9
Slide 10: Partnership with Jean-Marie Lehn Foundation
PARTNERSHIP WITH JEAN-MARIE LEHN FOUNDATION: Syensqo, the CNRS and the University of Strasbourg to work together on three research projects On the picture from the left to right: Dr. Ilham Kadri and Prof. Jean-Marie Lehn Three groundbreaking research projects focused on the design of sustainable and
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