Lanxess Ag · XETR:LXS
Lanxess — Investor Presentation (September 2010)
12 slides from Lanxess's investor presentation, Sep 15, 2010
Slide 1: Ion Exchange Resins – Purified water for the world
Ion Exchange Resins – Purified water for the world Michael Zobel Head of Business Unit Ion Exchange Resins Duesseldorf, September 15, 2010 Agenda ION – Business overview Growth drivers New technologies and investments Outlook 2 1
Slide 2: Ion Exchange Resins – The water business
Ion Exchange Resins – The water business Performance Chemicals Applications Ion Exchange Resins Material Protection Products Inorganic Pigments Functional Chemicals Leather RheinChemie Rubber Chemicals Ion Exchange Resins 3 ION – Business overview Sales: <€200 m Employees: ~500 Facts Customers: >1,5
Slide 3: ION production process and customer industries
ION production process for application variety Production process Product properties Ability to exchange ions Absorption of molecules on polymer surfaces Acceleration of reactions Suspension of Polymerization: from Functional groups are monomer droplets droplets to small polymer applied to the beads
Slide 4: Tailor-made solutions for over 500 applications
Tailor-made solutions for over 500 applications Applications in ION key industries Energy (nuclear and other power plants) Softening and high purity demineralization for boiler feed water Prevention of calcium deposits, corrosion, incrustations and precipitation Beverages Softening: reduction dissol
Slide 5: Growth driver megatrend water
Agenda ION – Business overview Growth drivers New technologies and investments Outlook 9 Growth driver megatrend water: Ion Exchange Resins ensures access to limited resource water Megatrend Water LANXESS ION products LANXESS ion LANXESS membrane exchange resins technology Growing world population a
Slide 6: Expected scarcity of clean water as global challenge
Expected scarcity of clean water as essential global challenge Projected shortfall for clean water Increasing demand for water Global water supply & demand [bn m3] 47 countries (one third of the world’s population) suffer from moderate or severe Shortfall 2,700=39% water stress 6,900 7,000 Expected
Slide 7: Expansion of nuclear power triggers need for water treatment
Expansion of nuclear power triggers risen need for water treatment in plants Worldwide growth of nuclear power use Nuclear power plants with high ION demand Capacity of nuclear power [GWe] Increasing use of nuclear power in industrial nations and emerging countries due to higher 200 energy demand US
Slide 8: Strong demand for water treatment with Asia driving growth
Strong demand for water treatment with Asia driving growth Worldwide ion exchange resins demand Increasing need for water technology In developing countries, estimated 90% of all CAGR: ~4% sewage is still discharged untreated directly into ~1,150 rivers, lakes and oceans Fastest growth expected in A
Slide 9: ION – Driving innovations for new standards in water technology
ION – Driving innovations for new standards in water technology Main product properties Nuclear UPW - Ultra Pure Product Line Higher resin stability for longer ION Market Potential lifetime Nuclear KR product line Mining Mining XL product line Separation of metal and new Arsenic removal bead size fo
Slide 10: Investment in membrane technology and India plant
ION – Investment in membrane technology for access to market with high growth potential New plant in Bitterfeld, Germany €30 m investment in new, 2nd ION facility in Bitterfeld, Germany Development and production of new membrane filtration technology Creation of 200 jobs on a long-term basis Groundb
Slide 11: Leading technologies enable profitable growth in water market
Agenda ION – Business overview Growth drivers New technologies and investments Outlook 21 ION – Leading technologies and excellent market position enable profitable growth in important water market Megatrend water in emerging countries drives long-term growth of ION Growth Targeted investments in at
Slide 12: Safe harbour statement
Safe harbour statement This presentation contains certain forward-looking statements, including assumptions, opinions and views of the company or cited from third party sources. Various known and unknown risks, uncertainties and other factors could cause the actual results, financial position, devel