Slide 1: Special Chem: Innovative solutions for growth industries
Special Chem Innovative solutions for growth industries Rodrigo Elizondo July, 31, 2018 President, Special Chem Solvac Board, Brussels
Slide 2: GBU Special Chem "At a Glance"
GBU SPECIAL CHEM “AT A GLANCE” SPECIAL CHEM € 0.9 bn ~ 2,450 20 Production sites Net sales 2017 Headcount 8 R&I/admin sites North Europe America 33% ELECTRONICS AUTOMOTIVE Main NET SALES markets: AGRO BATTERIES 2017 29% 36% % % 232 Asia & RoW INSULATION NICHES & SPECIALITIES Latin America Special Ch
Slide 3: Our Global Footprint: Strong Focus on Asia
OUR GLOBAL FOOTPRINT Solvay production/R&I and admin sites STRONG FOCUS ON ASIA Seoul Headquarter 12 sites 6 sites 10 sites Global footprint to Special Chem Asia is Special Chem’s Majority of new support customers headquartered in largest and fastest investments globally and locally Seoul (S. Korea)
Slide 4: Transformation Journey Since Our Creation in 2015
TRANSFORMATION JOURNEY SINCE OUR CREATION IN 2015 BUILDING A MARKET-ORIENTED ORGANISATION CHANGING WAYS OF WORKING TO 4 STRENGTHEN PERFORMANCE CULTURE 3 2 NEW DYNAMIC RESOURCE ALLOCATION 1 TO SUPPORT GROWTH EXIT OF NON-CORE BUSINESS Special Chem – Solvac Board meeting 4 July 31, 2018
Slide 5: Serving Our Markets with Advanced Material Technologies
SERVING OUR MARKETS WITH 3 ADVANCED MATERIAL TECHNOLOGIES List of examples Niches/ Electronicss Automotive Battery Agro Insulation specialties Rare Materials for MLCC Autocatalysis Contrast agents for Earths & Semiconductor MRI (medical) ingredients Inorganics polishing Brazing material for Foam blo
Slide 6: Our Portfolio: Mix of Growth & Resilient Cash
OUR PORTFOLIO: MIX OF GROWTH & RESILIENT CASH STRONG FOCUS ON ELECTRONICS & BATTERIES 20% ELECTRONICS & BATTERIES 35% Special Chem AUTOMOTIVE contribution 5% AGRO by end-markets 20% 20% NICHES & SPECIALTIES INSULATION Growth acelerators driven by mega trends Digitization Clean mobility Climate Care
Slide 7: Leader in Process Chemicals for Semiconductor Industry
LEADER IN PROCESS CHEMICALS FOR SEMICONDUCTOR INDUSTRY Invest in fast growing China market (16% growth rate of Chinese Raw material IC manufacturing) High margin business built on unique differentiating strengths Semiconductor process chemicals • Recognized expertise in high purity Expansion of port
Slide 8: High Purity Electronics Materials: New Platform in Zhenjiang
HIGH PURITY ELECTRONICS MATERIALS NEW PLATFORM IN ZHENJIANG High purity production Bulk filling Drum/Container filling Lab + Office Special Chem – Solvac Board meeting 8 July 31, 2018
Slide 9: Leading Supplier to the Automotive Catalysts
LEADING SUPPLIER TO THE AUTOMOTIVE CATALYSTS Rare Earth Miners Market Rare Earth Oxides Solid mid single digit growth market growth next 5 years driven by: • Growth in hybrid passengers cars • Higher catalysis loading to meet stricter emission norms in passenger Automotive Catalyst car and heavy dut
Slide 10: Battery Technology Roadmap from Li-ion to Solid-State
BATTERY TECHNOLOGY ROADMAP FROM LI-ION TO ADVANCED LI-ION AND SOLID-STATE TO ENABLE VEHICLE ELECTRIFICATION Battery solutions of Special Chem New pre-formulation electrolytes Salt, New solvents, New additives Salt for Additives for Protection Li Solef® PVDF electrolyte metal anode Binder New gel a
Slide 11: Clear Strategy for Special Chem to Deliver Sustainable Growth
CLEAR STRATEGY FOR SPECIAL CHEM TO DELIVER SUSTAINABLE GROWTH Combining 3 advanced technologies with market expertise to unlock growth Market growth driven by megatrends: digitization, clean mobility and climate care Solvay is recognized techno-leader in fluorine, rare earths/inorganics and high
Slide 12: Speaker Resume: Rodrigo Elizondo
SPEAKER RESUME Rodrigo Elizondo joined Solvay in 1992 in Mexico. In 1997 he moved to the United States where he held various commercial positions. In 2002 he relocated to Germany where he served as Strategic Marketing Director for Barium & Strontium business and Chief Operating Officer for Solvay &
Slide 13: Q&A
Q&A Special Chem – Solvac Board meeting 13 July 31, 2018
Slide 14: Disclaimer
DISCLAIMER To the extent that statements made in these presentations contain information that is not historical, these statements are essentially forward- looking. The achievement of forward-looking statements contained in these presentations are subject to risks and uncertainties because of a numbe
Slide 15: www.solvay.com
SOLVAY www.solvay.com asking more from chemistry®