Aak Ab · OMXSTO:AAK
Aak Ab — Investor Day (November 2021)
16 slides from Aak Ab's investor day presentation, Nov 23, 2021
Slide 1: New opportunities within oils and fats
New opportunities within oils and fats René Schou President Global Industries Capital Market Day Malmö, November 23, 2021 The Co-Development Company Capital Market Day 2021
Slide 2: Forward-looking statements
Forward-looking statements This presentation includes forward-looking statements that are subject to risks and uncertainties, including those pertaining to the anticipated benefits to be realized from the proposals described herein. This presentation contains a number of forward-looking statements i
Slide 3: Green is the new black – plant-based is not only about food
Green is the new black – plant-based is not only about food A future with new opportunities within oils and fats Sustainability agendas drive the need for responsibly sourced Innovation allows sidestreams to alternatives to fossil-based ingredients turn into upcycling opportunities Personal Care Can
Slide 4: Personal Care
Personal Care The Co-Development Company Capital Market Day 2021
Slide 5: The cosmetics industry is facing a green transition
The cosmetics industry is facing a green transition Driven by consumer demand and corporate sustainability commitments Responsible consumption trend has been headed by Europe, with a global expansion expected Natural oils are increasingly replacing 76% mineral oils in creams and lotions +30 KMT expe
Slide 6: Replacing all mineral oil and entering the ester space require innovation and new technologies
Replacing all mineral oil and entering the ester space require innovation and new technologies AAK is well positioned to take its fair share of the growth potential Global cosmetics ingredient market Emollients protect, moisturize, Global emollient market 10,000,000 MT (CAGR 3%*) and lubricate the s
Slide 7: Candles
Candles The Co-Development Company Capital Market Day 2021
Slide 8: The future of the candle industry is green
The future of the candle industry is green Decreased interest for the traditional ingredient paraffin, although the transition takes time Paraffin* in candles today Consumer demands Growing interest for ~75% sustainable candles paraffin in In a study by AAK, 65% of consumers take North America susta
Slide 9: Paraffin is replaced through innovation and Co-Development
Paraffin is replaced through innovation and Co-Development AAK is well positioned to drive transformation of candle waxes Paraffin supply is decreasing Co-Development is the solution AAK helps drive the development AAK WaxWorks LabTM, Louisville, KY, USA Paraffin is a sidestream of crude oil* Three
Slide 10: Sustainability agendas drive the need for responsibly sourced alternatives to fossil-based ingredients
Sustainability agendas drive the need for responsibly sourced alternatives to fossil-based ingredients Personal Care Plant-based Co-Development and R&D Consumer demand Candles Selective capacity investments Brand commitments M&A and JVs Technically challenging The Co-Development Company Capital Mark
Slide 11: Upcycling of sidestreams
Upcycling of sidestreams The Co-Development Company Capital Market Day 2021
Slide 12: Active upcycling of sidestreams
Active upcycling of sidestreams How we adapt to increase value and reduce environmental impact Improved profits and increased value by turning sidestreams into valuable solutions Why we do it Focus on sustainability by replacing materials (mineral oil, plastics, etc.) and and reducing waste what we
Slide 13: Maximizing the output from shea kernels
Maximizing the output from shea kernels Upcycling – an illustration Sourcing shea from West Africa Producing components in Aarhus Blended into final solutions… Traditional shea supply chain Components Chocolate & Confectionery Fats Personal Care Site Individual women Suppliers providing Shea Aarhus,
Slide 14: Upcycling examples using shea
Upcycling examples using shea Improved cattle farming and 3D-printed chairs Replacing bedding straw with shea meal Printing 3D-furniture – replacing fossil material in plastics 01 Shea meal in the stable Versatile fossil-free biomaterials 02 Raw material biogas Shea contributing to • Color 03 Fertil
Slide 15: Green is the new black – plant-based is not only about food
Green is the new black – plant-based is not only about food A future with new opportunities within oils and fats Sustainability agendas drive the need for responsibly sourced Innovation allows sidestreams to alternatives to fossil-based ingredients turn into upcycling opportunities Personal Care Can
Slide 16: Thank you
Thank you The Co-Development Company Capital Market Day 2021