Cambi Asa · OSL:CAMBI
Cambi Asa — Pareto Securities' 31st annual Energy Conference 2024
19 slides from Cambi Asa's conference presentation, Sep 12, 2024
Slide 1: Cambi ASA - Pareto Securities' 31st annual Energy Conference
Cambi ASA Pareto Securities' 31st annual Energy Conference Mats Tristan Tjemsland, CFO 12 September 2024
Slide 2: Disclaimer
Disclaimer The presentation is for information purposes only, and it is expressly noted that no representation or warranty, expressed or implied, as to the accuracy or completeness of any information included herein is given by the Cambi ASA and that no information, including projections, estimates,
Slide 3: Our new logo and visual identity
Our new logo and visual identify Pareto Securities' 31st annual Energy Conference | 3
Slide 4: Slide 4
Slide 5: Cambi offers a strong value proposition
Cambi offers a strong value proposition Global leader in wastewater sludge treatment solutions with solid track record Robust financial performance Proven thermal hydrolysis enabling shareholder dividends technology with unique value proposition Scalable platform positioned Strongly positioned in fo
Slide 6: Global presence and a solid track record of delivered installations
Global presence and a solid track record of delivered installations 89 reference plants 27 countries Delivered projects 118 118 million people Project under execution Pareto Securities' 31st annual Energy Conference | 6
Slide 7: Based on more than three decades of experience, 118 million people are served daily
Based on more than three decades of experience, 118 million people are served by our technology daily 2023: Order Accumulated THP capacity installed intake of NOK Capacity – million people Million people equivalent 1.5 billion 120 2021: IPO 110 2017: Acquisition of 100 Grønn Vekst AS 90 80 2
Slide 8: Cambi has delivered most of the global installed capacity today
After more than 30 years of developing thermal hydrolysis, Cambi has delivered most of the global installed capacity today Global installed THP capacity million people equivalent per installation 7 Other Cambi 6 THP is one of several Cambi has delivered Built on three decades of alternative technolo
Slide 9: Cambi transforms sludge into renewable resources
Cambi transforms sludge into renewable resources City Wastewater treatment plant Electricity, natural gas, fuel Treated Biogas water Thermal hydrolysis Biosolids Digester Incineration Agriculture
Slide 10: Cambi THP offers a highly attractive value proposition
Cambi THP offers a highly attractive value proposition Cambi THP for sludge treatment Economic impact Environmental impact Biosolids reduction up to 50% High biosolids quality Biogas yield increase up to 50% Digestion efficiency 3x increase Low carbon footprint Robust to regulatory changes Pareto Se
Slide 11: Population growth and urbanisation will drive wastewater utility capex towards 2030
Population growth and urbanisation will be key drivers for wastewater utility capital expenditures towards 2030 Global utility wastewater capex forecast USD billion CAGR As the population grows and levels of urbanisation 240 4.5% and industrialisation rise, 210 wastewater and 180 subsequent sludge
Slide 12: Sludge management market is expected to grow towards 2030
Sludge management market is expected to grow towards 2030, driven by increasing disposal costs and higher volumes to manage Sludge management capex forecast USD billion Globally, vast volumes of 20 +54% sludge are produced every year, with an estimated production in 2022 of 75-100 15 million tonne
Slide 13: Large addressable market of more than 3,000 plants has been identified
Large addressable market of more than 3,000 plants has been identified Identified targets 3,000+ Sales pipeline Reference plants 400 89
Slide 14: Cambi offers standardized and modular technology solutions
Cambi offers standardized and modular technology solutions that can be scaled to fit any customer need Portfolio of standardized products B2 B4/B6 B12 Small projects Medium to large projects Extra large projects 50-250 thousand people From 250 thousand people From 1 million people equivalent equival
Slide 15: Cambi has a flexible delivery model
Cambi has a flexible delivery model, able to deliver both as a subcontractor for THP equipment and as the main contractor Engineering, Procurement and Construction Core scope for Cambi Plant owner Main contractor scope for Cambi (incl. core scope) Main contractor Civil Electrical Cambi Aux Mechanica
Slide 16: Significant revenue milestones reached in the second quarter
Significant revenue milestones reached in the second quarter Revenue development per segment NOK million 1,051 Technology Technology 977 Solutions Sales, R&D, manufacturing and delivery of world-class sludge treatment technology 761 719 458 440 351 367 Solutions 281 268 239 191 206 105 Value-adding
Slide 17: Backlog breakdown by execution year provides a solid financial foundation
Backlog breakdown by execution year provides a solid financial foundation for the next years Order backlog by execution year Order backlog by currency NOK million NOK million 1,484 25% 50% EUR NOK 32% 34% 1,484 25% 34% Q2 rest of 2025 2026 USD 2024 2024 onwards Pareto Securities' 31st annual Energy
Slide 18: Cambi is a trusted partner for leading water utilities worldwide
Cambi is a trusted partner for leading water utilities worldwide San Francisco, USA Brussel, Belgium Oslo, Norway Beijing, China Washington DC, USA Dublin, Ireland London, UK Seoul, South Korea Kansas City, USA Athens, Greece Birmingham, UK Hong Kong, China Dallas, USA Panama City, Panama Edinburgh,
Slide 19: Thank you!
Thank you!
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