Kemira Oyj · OMXHEX:KEMIRA

Kemira Oyj — Investor Day (September 2024)

13 slides from Kemira Oyj's investor day presentation, Sep 26, 2024

  1. Slide 1: The New Kemira: Accelerating Profitable Growth with Increased Focus on Water

    ANTTI SALMINEN PRESIDENT AND CEO The New Kemira: Accelerating Profitable Growth with Increased Focus on Water CAPITAL MARKETS DAY SEPTEMBER 26, 2024

  2. Slide 2: We are well-positioned for profitable growth

    WE ARE WELL-POSITIONED FOR PROFITABLE GROWTH We are We have We will execute accelerating structurally faster through growth – driven stronger the new Kemira by water and margins organization sustainability SEPTEMBER 26, 2024 CAPITAL MARKETS DAY 2

  3. Slide 3: We have delivered on multiple fronts

    We have delivered on multiple fronts IMPROVED FINANCIALS REDUCED EMISSIONS SHAREHOLDER RETURNS EUR million % KT CO2e (INDEXED) 5 993 700 667 22 6 000 2,5 20.2 20 5 321 600 17.9 572 18 5 000 15.9 16.0 19.7 15.4 16 4 267 4 108 2,0 500 435 426 4 000 410 14 3 602 400 12 3 000 1,5 303 10 300 8 2 000 200

  4. Slide 4: We have already started on a more ambitious growth strategy

    We have already started on a more ambitious growth strategy • Acquisition of SimAnalytics, a digital start-up • Coagulant capacity expansion in the UK • Expanded renewables partnership with IFF H2 2024 Announcement 2022 2024 of a new organizational 2023 model and updated long-term financial targets

  5. Slide 5: First steps towards the new Kemira launching in 2025

    First steps towards the new Kemira launching in 2025… NEW ORGANIZATIONAL MODEL NEW LONG-TERM FINANCIAL THE NEW KEMIRA TARGETS ORGANIZATION WILL PROVIDE: 2025 onwards • speed & agility AVERAGE • increased strategic focus ANNUAL • even higher customer- centricity ORGANIC >4% GROWTH WATER SOLUTIONS MAI

  6. Slide 6: Clear performance mandates for the new business units

    …with clear performance mandates for the new business units BUSINESS UNIT WATER FIBER PACKAGING & SOLUTIONS ESSENTIALS HYGIENE SOLUTIONS % of total sales* ~45% ~20% ~35% Mandate in the Growth + Cash flow + Growth + Kemira portfolio cash flow selective growth transformation Growth profile    Su

  7. Slide 7: We have increased ambition levels in our sustainability-driven strategic priorities

    We have increased ambition levels in our sustainability-driven strategic priorities EXPAND IN WATER BUILD LEADING RENEWABLE UNLOCK NEW GROWTH SOLUTIONS PORTFOLIO PLATFORMS Significantly grow our water Enable sustainability transformation Increase penetration into selected new business by expanding t

  8. Slide 8: We will grow through organic and inorganic opportunities – particularly in water

    We will grow through organic and inorganic opportunities – particularly in water ILLUSTRATIVE EXAMPLE INORGANIC GROWTH OPPORTUNITIES STRONG APPETITE FOR M&A; ORGANIC GROWTH OPPORTUNITIES DISCIPLINED IN VALUATIONS FINANCIAL TARGET Key focus areas FOR AVERAGE ~4 B€ Water ANNUAL ORGANIC ~2.9 B€ GROWTH

  9. Slide 9: We are building on a strong foundation

    We are building on a strong foundation KEMIRA’S STRENGTHS TODAY WHERE WE NEED TO DEVELOP KEMIRA IN 2030 STRONG BUSINESS MODEL CULTURAL CHANGE THE LEADING PROVIDER Focused portfolio Higher growth mindset OF SUSTAINABILITY SOLUTIONS Customer-centric approach Courage and openness for with strong commit

  10. Slide 10: Forward with the new leadership team

    FORWARD WITH THE NEW LEADERSHIP TEAM Antti Harri Linus Salminen Eronen Hildebrandt President & EVP, EVP, Strategy CEO Packaging & & Sustainability Hygiene Solutions Petri Antti Sampo Castrén Matula Lahtinen CFO EVP, Fiber EVP, Essentials Research & Innovation Tuija Eeva Peter Pohjolainen- Salonen Er

  11. Slide 11: Our commitment to sustainability supports customers

    SUSTAINABILITY IS A DRIVER FOR GROWTH Enabling our industry’s sustainability transformation Our commitment Our sustainability commitment makes us a preferred partner for customers and suppliers to sustainability Clear and measurable targets; top performer in the chemicals industry with Science-Based

  12. Slide 12: Driving shareholder value through accelerated profitable growth

    Driving shareholder value through accelerated profitable growth NEW FINANCIAL TARGETS WE ARE ACCELERATING GROWTH AVERAGE ANNUAL – DRIVEN BY WATER AND SUSTAINABILITY ORGANIC GROWTH >4% WE HAVE STRUCTURALLY OPERATIVE STRONGER MARGINS EBITDA 18-21% WE WILL EXECUTE FASTER THROUGH OPERATIVE THE NEW KEMIR

  13. Slide 13: Chemistry with a purpose. Better every day.

    4 e mn | cra Chemistry with a purpose. Better every day.

Kemira — Investor Day (September 2024) on 6ix