Arkema Sa · EURONEXT:AKE
Arkema Sa — Investor Day (September 2012)
12 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: PVDF Kynar® High Performance Materials segment
PVDF Kynar® High Performance Materials segment Pierre CHANOINE Executive VP
Slide 3: Fluoropolymer PVDF Kynar®
Fluoropolymer PVDF Kynar® Transformational project: expansions in China and France #1 worldwide Demand by end markets Niche market: ~40 kt Chemical 40% market share Coatings 28% 33% Process Industry Main competitor: Solvay 12% New energies 13% Key growth drivers 14% Oil and gas Others ● New energies
Slide 4: Arkema's PVDF business
Arkema’s PVDF business Major achievements Global presence supporting customer proximity ● >10% cagr sales since 2005 ● >25% of sales from innovation (less than 5 years old) ● Start-up of Chinese production Cerdato unit in 2011 and expansion King of Prussia Changshu in 2Q’12 Pierre Bénite Calvert Cit
Slide 5: Main end-markets
Main end-markets INTEGRATED CHAIN Fluorogas Fluor spar HF VF2 PVDF 142b END MARKETS Coatings Chemical Process High end architectural Industry coatings (exceptional Semiconductors, biotech, pharma UV resistance) (high purity, chemical resistance) Oil and gas Photovoltaic Deep offshore flexible Films
Slide 6: Strategy: strengthening leadership position
Strategy: strengthening leadership position Leverage customer proximity ● Pursue developments of long term technical partnerships with leading customers ● Provide customers with increasingly differentiated and innovative solutions ● Worldwide R&D presence (new laboratory in China) Maintain innovatio
Slide 7: Portfolio successfully positioned on fast-growing applications
Portfolio successfully positioned on fast-growing applications Successful developments of fast-growing new applications supported by strong innovation momentum 2008 sales Current sales Chemical Chemical Process Coatings Process Coatings Industry Industry New Others energies New Others energies Offsh
Slide 8: Enhancing value throughout the chain
Enhancing value throughout the chain Photovoltaic High performance coatings +15% / year Partnerships with customers through brand name licensing Multilayer PVDF films offering high durability and protection Resin Compound Film Backsheets Modules Innovation in water-borne eco-friendly coating 7
Slide 9: Emerging as a leading partner of the oil and gas industry
Emerging as a leading partner of the oil and gas industry Kynar® resins used as a chemical barrier for offshore flexible production riser ● Kynar® resins complementary to PA 11 for deeper and warmer oil-field Service life of Kynar® resins in contact with oil exceeding 20 years Supply Star award from
Slide 10: Rapid expansion of industrial footprint
Rapid expansion of industrial footprint € 70m capex program • +50% capacity • Innovative process • Optimization of integrated chain Calvert-City Pierre-Bénite Changshu New unit started in 2Q’11 Capacity increases in 2008 • Running at full speed after 3 months and 2010 • Initially dedicated to growin
Slide 11: Kynar® PVDF key take-aways
Kynar® PVDF key take-aways Outstanding properties and easy processability for highly demanding applications #1 Recognized leader in PVDF ● Unique proprietary technology and strong know-how ● Premium brand Kynar® Strong customer proximity New energies ● Only producer with world-scale production units
Slide 12: 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