Kemira Oyj · OMXHEX:KEMIRA
Kemira Oyj — Investor Day (September 2022)
15 slides from Kemira Oyj's investor day presentation, Sep 13, 2022
Slide 1: R&D: A critical driver for strengthening competitiveness
MATTHEW PIXTON CTO R&D: A critical driver for strengthening competitiveness CAPITAL MARKETS DAY SEPTEMBER 13, 2022
Slide 2: We have a global R&D network close to our customers
We have a global R&D network close to our customers R&D Espoo, Finland R&D R&D Shanghai, China Atlanta, USA 18 OVER 1,900 250 EXPERTS NEW PRODUCT GRANTED IN GLOBAL R&D LAUNCHES IN PATENTS 2021 SEPTEMBER 13, 2022 CAPITAL MARKETS DAY 2
Slide 3: Continuous investment in R&D
Continuous investment in R&D WE INVEST IN R&D NEW PRODUCT SALES REVENUE KEY FOCUS IN R&D CURRENTLY: EUR million • Kemira’s R&D spend has • Lab evaluation and piloting of been around EUR 30 million 300 biobased products: or ~1.1% of revenue annually • Multiple biobased raw- 250 • R&D focus is on poly
Slide 4: ViviMag: New application through partnering
New application through partnering An innovative solution based on fundamental science with partners: Wetsus, Technical University Delft, Kemira, several other private ViviMag ® companies and municipal water companies Magnetic recovery of phosphorus Kemira owns the ViviMag® patent and will from sewa
Slide 5: Novel surface sizing portfolio
FIBER-BASED FOOD PACKAGING Novel surface sizing portfolio › Broad product safety and regulatory profile, complying with the strictest food contact approvals › Fully recyclable to ensure the reuse of valuable wood fibers › High sizing performance in demanding conditions Ongoing work to develop 100% b
Slide 6: Sustainable textiles – emerging growth opportunity
Sustainable textiles – emerging growth opportunity • Kemira has extensive knowledge and application expertise in cellulose-based products. This allows us an entry point to global sustainable textiles markets. • Regulations (EU 2025 & Finland 2023) will open-up new business opportunities in textile r
Slide 7: We want to ensure profitable growth
FROM BASELINE TARGET REVENUE REVENUE IN 2019 IN 2030 ~100 >500 We want MEUR MEUR to ensure FROM BIOBASED FROM BIOBASED PRODUCTS PRODUCTS profitable growth FROM BASELINE SHARE IN 2019 TARGET SHARE IN 2030 BY BECOMING THE LEADING PROVIDER OF SUSTAINABLE CHEMICAL SOLUTIONS 13%* 40% FOR WATER-INTENSIVE
Slide 8: We already have a significant number of biobased products in our portfolio
CURRENT PO RT FO LIO We already have a significant number of biobased products in our portfolio REVENUE SPLIT BY TYPE IN 2021 BIOBASED REVENUE DEVELOPMENT Recent growth coming from 500 Biobased (> 50%) existing products, sizing in particular. Does not contain Partly Biobased Growth is price fossil-f
Slide 9: Our path towards 500 MEUR biobased revenue target advances via 4 tracks
Our path towards 500 MEUR biobased revenue target advances via 4 tracks CURRENT 1. PORTFOLIO Boost the sales of commercially available biobased products PRODUCT CONVERSION Convert current products to biobased through a change of raw 2. material and feedstock New products based on 3. NEW BIOBASED CHE
Slide 10: Biomass Balanced products
PRO DUCT CO NVERSIO N 2. Biomass Balanced products • Product based on biobased feedstock. Kemira was first to start full-scale production with first commercial volumes shipped in 2022 to HSY (Helsinki Region Environmental Services) • The novel polymers are manufactured according to the principles of
Slide 11: Key Initiative: PHA
NEW BIO BASED CHEMIST RIES 3. R&D collaboration with Danimer Scientific started Key Initiative: PHA* in 2019. Multi-year commercial partnership announced in May 2022: • Exclusivity for paper and molded fiber applications in Americas and EMEA • Next generation product development, enabling broader ma
Slide 12: Key Initiative: Alfa-Glucan
NEW BIO BASED CHEMIST RIES 3. Key Initiative: Alfa-Glucan* Collaboration with International Flavors and Fragances (IFF) started in 2020. Our aim is to commercialize a range of new biobased and biodegradable products across Kemira’s key product lines. Partnership to leverage IFF’s platform; Kemira br
Slide 13: R&D network and collaboration
EX PLO RAT IO N 4. R&D network and collaboration • Complements Kemira’s internal competence, know how and resources • Enables public funding and risk sharing in innovation • Broadens our cooperation in existing and future value chains • Significant shortening lead time to JOINT commercialization ONG
Slide 14: R&D is a critical driver for strengthening competitiveness
R&D is a critical driver for strengthening competitiveness BIOBASED R&D • Biobased strategy progressing well towards EUR 500 million revenue target. Partnerships, supplier and customer, are key. CORE R&D • 2021 biobased revenue at ~EUR 200 million, meaningful revenue growth from new products from •
Slide 15: Kemira Chemistry with a purpose.
4 e mn | cra Chemistry with a purpose. Better every day.