Cambi Asa · OSL:CAMBI
Cambi Asa — DNB SME Conference 2022
21 slides from Cambi Asa's conference presentation, Apr 7, 2022
Slide 1: Profitable reduction of water utilities' carbon footprint
Profitable reduction of water utilities’ carbon footprint Eirik Fadnes, CEO Cambi Group DNB SME Conference 2022 7 April 2022 1
Slide 2: World leader in thermal hydrolysis solutions
World leader in thermal hydrolysis solutions 77 reference plants 24 countries million people can be 110 served by Cambi’s thermal hydrolysis million tonnes CO2 1.1 mitigated annually Countries with Cambi plants High-potential emerging markets 2
Slide 3: Cambi transforms sewage sludge into renewable resources
Cambi transforms sewage sludge The Cambi THP process boosts biogas into renewable resources production, a sustainable fuel for road transport or convertible to green electricity Cambi offers the thermal hydrolysis process (THP) as part of any sludge line with anaerobic digestion. Biogas Sludge line
Slide 4: Cambi serves customers through various delivery models
Cambi serves customers through various delivery models Technology sales Services DBO projects Core equipment to end Spare parts, remote Long term ownership/ customers and contractors monitoring and maintenance operations of sludge projects support including THP Ancillary equipment Upgrades
Slide 5: Cambi well positioned to enter into ownership and operations
Cambi well positioned to enter into ownership and operations Strong growth outlook for private financing DBO projects allow for complete solutions offering Several approaches to DBO project development • Design and Build: Cambi expertise allows minimising of investment through optimal integration of
Slide 6: Global addressable sludge market is immense
Global addressable sludge market is immense Today, Cambi systems can serve 110 million people Today, 2 billion people Cambi can reduce >10 million tonnes of sludge have access to safe this volume by 50% wastewater treatment[2] while producing 2x the total The annual sludge treated by Cambi would fil
Slide 7: Safe wastewater treatment is crucial to secure the world's water and sanitisation needs
Safe wastewater treatment is crucial to secure the world’s water and sanitisation needs 80% of surface water in India is contaminated, and 80% of this pollution comes from domestic sewage “Wastewater should be considered a sustainable source of water, energy, nutrients and other UN recoverable by-
Slide 8: THP offers a highly attractive value proposition
Cambi THP offers a highly attractive value proposition Biosolids without thermal hydrolysis Conventional Cambi thermal hydrolysis for sludge treatment pre-treatment Low carbon • Independent studies show lowest carbon footprint for footprint all biosolids outlets[1] Environmental Energy efficient • E
Slide 9: Thermal hydrolysis reduces the footprint of anaerobic digestion
Thermal hydrolysis reduces the footprint of anaerobic digestion Considerable value in having smaller or fewer digesters in space-constrained wastewater treatment plants Manchester, UK – Davyhulme WWTP 9
Slide 10: Lowest CAPEX for greenfield digestion projects
Lowest CAPEX for greenfield digestion projects Much more efficient digestion reduces need for digester tank volume drastically With THP, DC Water achieved 35% overall CAPEX savings THP a profitable investment from day one ‣ Significant capital savings compared to traditional “Instead of 8, we got
Slide 11: Lower biosolids handling costs
Lower biosolids handling costs Significant reduction in operational budgets 50% less biosolids Higher conversion of the organic matter into biogas Better dewatering Beijing High quality biosolids may open new outlets, such as recycling to land Lower cost per tonne In some cases turned into a
Slide 12: Lowest OPEX option among biosolids management alternatives
Lowest OPEX option among biosolids management alternatives Better digestion, dewatering and biosolids quality significantly reduce cost of biosolids handling Thames Water optimises biosolids management with THP “We have 30 different sludge centres, so we have a lot of different experiences [with dif
Slide 13: Lowest carbon footprint
Lowest carbon footprint Irrespective of biosolids reuse outlet 1.2 Land application Drying Incineration 1.0 tons CO2 equivalent / tons dry solids 0.8 4.6 0.6 0.4 0.2 0.0 -0.2 MAD TH-MAD Raw Raw Lime + Raw + MAD + TH-MAD + Raw + MAD + TH-MAD + Raw Raw Lime Heat Drying Drying Drying Incineration Incin
Slide 14: THP reduced carbon emissions in Beijing
Cambi THP reduced carbon emissions in Beijing by 400 ktCO2e …compared to the second best considered alternative, incineration Emissions related to sludge management in Beijing Baseline Alternative Solution Landfill Incineration Cambi THP with biosolids recycled to land Beijing High methane 1.8 milli
Slide 15: Market drivers support investments in biogas technologies
Market drivers support investments in biogas technologies Net-zero pledges Methane targets Record gas prices US infrastructure Municipalities and Halving methane More biogas is Opportunity for water utilities set emissions requires competitive without acceleration of US targets to become cap
Slide 16: Cambi well positioned to become a substantial player in the biogas market
Cambi well positioned to become a substantial player in the biogas market, benefitting from experience in sludge treatment Global potential biogas energy generation[1] New markets for advanced anaerobic digestion: Alternative substrates 2% 8% Current main market Sewage sludge THP for biogas plants 3
Slide 17: Cambi has tremendous growth potential
Cambi has tremendous growth potential Capitalising on macrotrends and successful references 3000+ 300+ 77 Reference Sales Identified targets plants pipeline 17
Slide 18: Revenue development
Revenue development 600 Strong revenue growth in 2021, up 25% despite 550 Equipment sales FX headwinds Services 500 Grønn Vekst Fourth consecutive year of growth in Services 458 450 Grønn Vekst in line with last year, affected by 400 367 lower activity in the market but securing 350 351 import
Slide 19: Unique opportunity to invest in an established organisation with a proven concept and business model
Unique opportunity to invest in an established organisation with a proven concept and business model Established organisation with experienced management team and leading in-house competence Innovator with decades of track record in disrupting sludge treatment technology Operating THP plants are
Slide 20: Cambi is a trusted partner for many leading water utilities
Cambi is a trusted partner for many leading water utilities Many of them have already pledged target dates for becoming carbon neutral Cambi’s equipment sales and DBO pipeline already includes most of the remaining water utilities that target reaching for net-zero emissions 20
Slide 21: Thank you
Thank you Contact us 21