Arkema Sa · EURONEXT:AKE
Arkema Sa — Investor Day (September 2023)
25 slides from Arkema Sa's investor day presentation, Sep 27, 2023
Slide 1: Deep dive sessions
Deep dive sessions 27 September 2023 11/1/2021
Slide 2: Deep dive: Batteries
Deep dive Batteries
Slide 3: Be a supplier of reference for the battery market
Be a supplier of reference for the battery market Our Our strengths Market trends ambition Global battery cells demand Sales 15-year experience in China coupled with a C. €700m worldwide footprint (R&D and production) Growing EV sales and higher capacity c. +20%/y CAGR over in 2028 requirements 2024
Slide 4: Broad One Arkema portfolio for inside and outside the cell
Broad One Arkema portfolio for inside and outside the cell Battery pack Electrical insulation Assembly Thermal management system Smart adhesives for cell-to-cell PA11 coating for busbars PA11 & PA12 for cooling circuit and cell-to-module bonding Thermally conductive adhesive UV-curing acrylics coati
Slide 5: Unique offering combining synergistic PVDF and acrylic technologies
Unique offering combining synergistic PVDF and acrylic technologies PVDF coated PVDF binder Waterborne separator PVDF acrylics Complementary Leadership position technology to PVDF cathode binder and Cathode + at anode and ceramic Separator separator coating coated separators Anode - Kynar® PVDF, Syn
Slide 6: Ongoing strengthening of our portfolio of solutions
Ongoing strengthening of our portfolio of solutions Additional capacities Recent M&A broadening to follow market demand our portfolio Recent Kynar® PVDF expansion Polytec PT with strong expertise in China & Europe (start-up 2023) in thermally conductive adhesives (closing in June 2023) New PA11 capa
Slide 7: Cutting-edge innovation for next generation of batteries
Cutting-edge innovation for next generation of batteries Worldwide R&D network Technological evolution Our innovative developments State-of-the-art Center of Excellence for batteries Lyon, FR Solid-state battery Solid polymer electrolyte to accelerate development of advanced materials and processes
Slide 8: Deep dive: Efficient buildings and homes
Deep dive Efficient buildings and homes
Slide 9: We are a key sustainability enabler combining lower carbon footprint and higher comfort
We are a key sustainability enabler combining lower carbon footprint and higher comfort Our Our strengths Market trends ambition Sales Broad One Arkema portfolio of applications New regulations and standards to lower CO2 emissions of both new and existing C. €650m for home structure and indoor build
Slide 10: Broad One Arkema portfolio of applications
Broad One Arkema portfolio of applications 1 2 Wood assembly Cool roofing & protection 1 2 3 4 3 Roof & wall Waterproofing insulation 7 6 4 5 6 5 Window Wall covering insulation 8 7 8 Flooring, Concrete One Arkema Adhesive Advanced Coating dampening production aids Solutions Materials Solutions Capi
Slide 11: Innovative and sustainable solutions improving building structure efficiency
Innovative and sustainable solutions improving building structure efficiency Concrete using Roofing Highly insulated Walls less water thermal insulation windows thermal insulation Partner on additive Low GWP HFO-1233zd High-performance Performance acrylic technologies to lower blowing agents for sea
Slide 12: Unique combination of technologies for cool roofing to lower buildings' temperature
Unique combination of technologies for cool roofing to lower buildings’ temperature Uncoated roof Resins and additives Reflects Topcoat layer 17% PVDF-based emulsions and rheology additives Uncoated Absorbs 83% Primer and basecoat layers Acrylic-based solutions and rheology additives Highly reflecti
Slide 13: Innovative and sustainable solutions enhancing indoor air quality, comfort and well-being
Innovative and sustainable solutions enhancing indoor air quality, comfort and well-being Renewable-based Very low VOC Thermally insulated decorative paints flooring renovated walls Up to 97% bio-based Solvent, phthalate or Bostik technology solvent-free resins and isocyanate-free, for wall preparat
Slide 14: Recent bolt-on acquisitions strengthening our technologies and reinforcing our global presence
Recent bolt-on acquisitions strengthening our technologies and reinforcing our global presence Bringing new technologies and supporting geographical expansion LIP (Denmark) Tile adhesives and flooring preparation in Northern Europe Ideal Work (Italy) High-end decorative flooring technologies Edge Ad
Slide 15: Deep dive: Sustainable lifestyle
Deep dive Sustainable lifestyle
Slide 16: Sustainable lifestyle growth driven by new material choices
Sustainable lifestyle growth driven by new material choices Our Our strengths Market trends ambition Sales Unique range of sustainable solutions Consumer behavior change towards including advanced bio-based more eco-friendly and premium C. €400m and recycled polymers, adhesives products in 2028 and
Slide 17: High-performance and sustainable solutions for sports & lifestyle
High-performance and sustainable solutions for sports & lifestyle Bio-based Pebax® 3D printed elastomer for helmet customized helmet Bio-based Pebax® breathable membrane with specialty hot melts liner Bio-based Rilsan® PA11 Adhesives for textile lamination, bonding textile and printing, enabling rec
Slide 18: Preferred partner helping customers bring sustainable innovations to market
Preferred partner helping customers bring sustainable innovations to market The world’s Solvent-free Extending lifetime lightest gaming A unique plant- More circular solutions for of glass bottles up mouse based brush home appliances e-bike assembly to 50 cycles (54g) made from Entirely made from Du
Slide 19: Providing recycling solutions, enabling new circular business models
Providing recycling solutions, enabling new circular business models Leased by ON to customers to ensure collection at end of life Innovative upper construction with Rilsan® polyamide 11 Responsive foam layer with a combination of Pebax® Rnew® and ON’s <200 grams Speedboard® design Recycled by Arkem
Slide 20: Deep dive: Advanced electronics
Deep dive Advanced electronics
Slide 21: We will accelerate in advanced electronics
We will accelerate in advanced electronics Our Market trends Our strengths ambition CAGR over 2022-30 (%/y) Sales C. €550m Presence across the entire value chain, providing us with strong insights of customer c. 7% c. 5% in 2028 needs Chip & PCB Device manufacturing manufacturing > +10%/y CAGR over
Slide 22: A wide One Arkema offering across the entire value chain
A wide One Arkema offering across the entire value chain Chip and PCB manufacturing Device manufacturing Chip and PCB processing Display materials Device components Device assembly E-Pure MSA® for Permanent antistatic Polyamide elastomers PA11 for light and durable Fast sealing and gasketing PCB ele
Slide 23: Broadening of our portfolio and strengthening of our positioning in electronics thanks to recent acquisitions
Broadening of our portfolio and strengthening of our positioning in electronics thanks to recent acquisitions PI Advanced PMP Reactive hot melt Materials1 adhesives for smart devices assembly in Superior sales growth Asia expected at 13%/y PI films and varnishes for increasingly demanding applicatio
Slide 24: Cutting-edge solutions focused on high-growth emerging applications
Cutting-edge solutions focused on high-growth emerging applications Immersion cooling AR/VR 5G technology Flexible displays for datacenters Immersive and interactive Handling massive volume of data Folding and unfolding devices Increasingly powerful networked experience with a strongly with superior
Slide 25: Disclaimer
Disclaimer The information disclosed in this document may contain forward-looking statements with respect to the financial condition, results of operations, business and strategy of Arkema. In the current context, where the world economy and the consequences of the Russian offensive in Ukraine on ge