Novonesis A/s Class B · OMXCOP:NSIS_B
Novonesis A/s Class B — Novozymes — 1H 2022 Earnings Presentation
12 slides from Novonesis A/s Class B's earnings presentation, Aug 11, 2022
Slide 1: Conference call 1H 2022
Conference call 1H 2022 August 11, 2022
Slide 2: Forward Looking Statement
Disclaimer Forward Looking Statement This presentation and its related comments contain forward-looking statements, including statements about future events, future financial performance, plans, strategies and expectations. Forward-looking statements are associated with words such as, but not limite
Slide 3: Full-year organic sales growth outlook narrowed upwards to 6-8%
Full-year organic sales growth outlook narrowed upwards to 6-8% after 10% growth in both 1H and Q2 1H development 2022 2022 • Organic 1H sales growth y/y: 10% (Q2 y/y: 10%). Reported DKK sales growth: 18% (Q2 outlook outlook y/y: 20%). 1H 2022 1H 2021 Q2 2022 Q2 2021 August 11 April 26 Sales perform
Slide 4: Household Care
Household Care Solid first-half performance in line with expectations 2022 expectations • Organic 1H sales performance y/y: 0% (Q2 y/y: 4%). • Growth will be driven by enzymatic penetration in emerging markets, primarily within the laundry • Solid first-half performance in line with expectations, ca
Slide 5: Food, Beverages & Human Health
Food, Beverages & Human Health Strong performance with double-digit organic growth 2022 expectations • Organic 1H sales growth y/y: 10% (Q2 y/y: 3%). • Growth in Food and in Beverages will be driven by health-focused solutions while also benefitting from • Growth driven by Food and Beverages, benefi
Slide 6: Bioenergy
Bioenergy Continued strong performance in Q2 from broad 2022 expectations innovative solution toolbox as well as geographical reach • Growth driven by continued recovery of U.S. ethanol • Organic 1H sales growth y/y: 23% (Q2 y/y: 19%). production, innovation, capacity expansion in Latin America, and
Slide 7: Grain & Tech Processing
Grain & Tech Processing Innovation and supportive market conditions drive growth 2022 expectations • Organic 1H sales growth y/y: 13% (Q2 y/y: 19%). • Growth in Grain mainly led by market penetration in vegetable oil processing and innovation in starch. • Grain application areas posted solid growth.
Slide 8: Agriculture, Animal Health & Nutrition
Agriculture, Animal Health & Nutrition Innovation and supportive market conditions drive growth 2022 expectations • Organic 1H sales growth y/y: 14% (Q2 y/y: 17%). • Innovation, solid demand and new more diversified commercial model are key enablers of double-digit • Double-digit growth in both Anim
Slide 9: Financial results – 1H
Financial results – 1H Solid financial performance despite unprecedented high pressure from input and logistic costs • Organic sales growth 1H y/y: 10%; DKK sales 18% y/y. • Gross margin at 55.5%; 2.9pp lower than last year due to higher input and logistics costs • EBIT margin at 26.0%; 2.6pp below
Slide 10: Financial outlook 2022
Financial outlook 2022 2022 outlook • Organic sales growth narrowed from previously 4-8% to now 6-8%. Sales in Danish kroner around 8 percentage points higher than the organic sales growth outlook. • EBIT margin outlook raised to 26-27% following the intellectual property investment in 21st.BIO. Non
Slide 11: Summary
Summary Full-year organic sales growth narrowed upwards to 6-8% after 10% growth in both 1H and Q2 • Very satisfactory 10% organic growth with four out of five business areas growing double-digits. • Solid financials despite headwinds from higher input and logistics costs. • Full-year outlook now at
Slide 12: Rethink Tomorrow
* / Rethink Tor orrow! _— ’ ~ ~~