Arkema Sa · EURONEXT:AKE
Arkema Sa — Investor Day (September 2023)
20 slides from Arkema Sa's investor day presentation, Sep 27, 2023
Slide 1: Segment presentations
Segment presentations 27 September 2023 Capital Markets Day 2023 - Advanced Materials segment 11/1/2021 1
Slide 2: Advanced Materials segment
MARKET 2023 Advanced Materials segment
Slide 3: Advanced Materials at a glance
Advanced Materials at a glance Key data Sales split 2022 Building an advanced materials leader €3.4bn Building and construction Sales 9% Consumer goods and electronics Average 2020-2023e 19% 12% General industry Innovation powerhouse with a unique Transportation and energy portfolio of specialty mat
Slide 4: A differentiated portfolio of high performance polymers and specific niche additives
A differentiated portfolio of high performance polymers and specific niche additives High Performance Polymers Performance Additives Driving decarbonization, durability, and circularity Generating a material impact on our customers’ performance and enabling their sustainability roadmaps Electric Adv
Slide 5: Advanced Materials ambition
Advanced Materials ambition 2028 Ambition Key projects driving the growth in higher value-added solutions Bio-based polyamides Organic EBITDA Ramp up our recently started Asian capacities in margin 23% +6%/y sales CAGR highly differentiated Advanced Bio-Circular materials over 2024-28 PVDF and fluor
Slide 6: Our new state-of-the art bio-based PA11 plant in Singapore will be a significant milestone
Our new state-of-the art bio-based PA11 plant in Singapore will be a significant milestone The largest investment PA11 offers a unique in Arkema’s history combination of high performance and low carbon footprint High performance polymer Integrated bio-based €450m with exceptional mechanical and chem
Slide 7: PA11 is one of the most virtuous high-performance polymers
PA11 is one of the most virtuous high-performance polymers 100% bio-based Process Carbon footprint raw material decarbonization (kg CO2e/kg) 2030 2023 target Castor plant 100% bio-based Circular design Amino 11 Recyclable -46% Process decarbonization Castor beans 100% bio-based Rilsan® PA11 -70% -85
Slide 8: We will leverage high growth potential from PIAM acquisition
We will leverage high growth potential from PIAM acquisition1 The global #1 in polyimide (PI) films Ultra high-performance Exciting opportunities +13%/y expected and cutting-edge in increasingly demanding sales growth polyimide technology applications >€200m sales in 2022 5G antennas Outstanding the
Slide 9: Two major projects will drive the growth of our niche additives for the energy transition
Two major projects will drive the growth of our niche additives for the energy transition DMDS, a critical additive enabling Luperox®, a high-end process initiator biofuel development for renewable energy A strategic investment in Beaumont (Texas, US) A major investment in Changshu (China) consolida
Slide 10: Coating Solutions Segment
AL wanker: AY 2023 Coating Solutions Segment
Slide 11: Coating Solutions at a glance
Coating Solutions at a glance Key data Sales split 2022 Leveraging strong capabilities to develop a €2.6bn Building and construction leading industry position Sales 14% Consumer goods and electronics Average 2020-2023e 3% General industry Transportation and energy Leading partner to the coating Mark
Slide 12: Coating Solutions ambition
Coating Solutions ambition 2028 Ambition Key projects at the heart of the ambition Organic Ramp-up of UV curing resins expansion in EBITDA margin 17% +3%/y sales CAGR China to accelerate on high-value markets over 2024-28 Further integration within One Arkema offer to support growth in electronics,
Slide 13: Setting the foundation for a sustainable future, with our patented solvent free purification technology
Setting the foundation for a sustainable future, with our patented solvent free purification technology Innovative technology ~ -20% of CO2 site combined with incremental emissions reduction capacity and competitiveness Major project contributing to our 2030 decarbonization targets Best-in-class Pat
Slide 14: A leading sustainable offer to support decarbonization and circularity
A leading sustainable offer to support decarbonization and circularity Decarbonizing Improving the built UV/EB solutions as a game packaging Recycled PET based environment changer for coil coating circularity materials for coatings Improving process efficiency during Partnering in a Spanish coil coa
Slide 15: Adhesive Solutions segment
MARKET 2023 Adhesive Solutions segment
Slide 16: Adhesive Solutions at a glance
Adhesive Solutions at a glance Key data Sales split 2022 An attractive €55bn adhesives and sealants €2.5bn Building and construction market Sales 8% Consumer goods and electronics Average 2020-2023e 11% General industry Expected to grow at 3.5%/y Transportation and energy 46% Markets Driven by custo
Slide 17: Bostik significantly expanded since acquisition
Bostik significantly expanded since acquisition Sales, €bn EBITDA, €m Solid foundations to reinforce profitability CAGR +8%/y +11%/y xx 2.9 366 1.5 158 An 80-year-old, highly recognized Bostik® brand at acquisition 2022 at acquisition 2022 World-class and large portfolio of adhesive technologies str
Slide 18: Adhesive Solutions ambition
Adhesive Solutions ambition 2028 Ambition Accelerate on key sustainable technologies Organic Pressure sensitive adhesives EBITDA sales CAGR #1 margin 17% +3.5%/y over 2024-28 Specialty tapes for mobility and building & construction, durable labels, graphic worldwide and specialty films Objective to
Slide 19: Ashland adhesives ramp-up is a significant growth driver
Ashland adhesives ramp-up is a significant growth driver Sales ~€400m 2022 EBITDA margin ~23% Graphic films Durable labels Specialty tapes Structural adhesives Paint protection films Consumer electronics, Building & construction Composite bonding & vehicle graphics appliances Attractive fast growing
Slide 20: 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