Arkema Sa · EURONEXT:AKE
Arkema Sa — Investor Day (September 2012)
10 slides from Arkema Sa's investor day presentation, Sep 18, 2012
Slide 1: Paris, France, September 18, 2012
PARIS, FRANCE SEPTEMBER 18, 2012
Slide 2: Thiochemicals - Industrial Specialties segment
Thiochemicals Industrial Specialties segment Marc SCHULLER Executive VP
Slide 3: Thiochemicals (sulfur derivatives)
Thiochemicals (sulfur derivatives) Transformational project: world-scale project in Malaysia Demand by end markets #1 worldwide (H2S derivatives) Niche market: ~ 0.7 MT Main competitor: Chevron Phillips Animal nutrition 26% 31% Oil & Gas Polymers & 31% 12% Key growth drivers Chemicals Others (agro,
Slide 4: Arkema's Thiochemicals business
Arkema’s Thiochemicals business Sales Global presence with world-scale units €570m 9% of sales Beaumont Rotterdam Strong earning resilience Lacq Mobile High growth profile Houston Kerteh (Project) Major achievements ● Restructuring of Lacq ● Start-up of new unit in Beaumont ● Technical solution to a
Slide 5: Main products and end-markets
Main products and end-markets RAW MATERIAL INDUSTRIAL PROCESS END MARKETS methionine Animal nutrition Precursor for amino acid Partner Methyl Oil & gas mercaptan DMDS - Refineries: fuel desulfuring (MeSH) - Crackers: anticocking agent Sulfur (H2S) Gas odorizer Gas leakage detection Other mercaptans
Slide 6: Two examples of fast growing applications
Two examples of fast growing applications Carelflex® Gas odorizers service for for gas leakage gasoline detection and diesel de-sulfuration GROWTH DRIVER GROWTH DRIVER Expansion of low sulfur diesel regulation Increasing use of gas outside Europe and North America +17% global natural gas consumption
Slide 7: Strategic lines
Strategic lines Be a fully global producer ● Build a thiochemical platform in Malaysia ● Implement Lacq 2014 plan – Secure competitive sulfur supply for next 30 years – €36m capex over 2012-2013 Innovate ● Soil fumigation to substitute banned methyl bromide (Paladin®) ● Bio-based processes Develop s
Slide 8: First thiochemicals platform in Asia for Arkema
First thiochemicals platform in Asia for Arkema CheilJedang 86% 14% 14% 86% Sucrose, starch, Sulfur Thiochemicals JV Bio-methionine JV glycerol Traditional thiochemical end-markets Animal nutrition (oil, gas, polymers) Expand manufacturing footprint in Asia CJ CheilJedang active in animal nutrition
Slide 9: Thiochemicals key take-aways
Thiochemicals key take-aways Recognized leader in sulfur derivatives market #1 ● Strong know-how built over more than 50 years ● Pipeline of innovation projects ● Global manufacturing footprint ● Long term partnerships with industry leaders ● Differentiated offer with customized services Market grow
Slide 10: 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. Such statements are based on management’s current views and assumptions that could ultimately prove inaccurate