Kemira Oyj · OMXHEX:KEMIRA
Kemira Oyj — Investor Day (September 2022)
17 slides from Kemira Oyj's investor day presentation, Sep 13, 2022
Slide 1: Industry & Water: Accelerating sustainable growth in water
SERGEJ TOEWS VICE PRESIDENT STRATEGY, INDUSTRY & WATER Industry & Water: Accelerating sustainable growth in water CAPITAL MARKETS DAY SEPTEMBER 13, 2022
Slide 2: Steady progress supported by high customer satisfaction
Steady progress supported by high customer satisfaction REVENUE, OPERATIVE EBITDA AND OPERATIVE EBITDA MARGIN DEVELOPMENT 1. BUSINESS FUNDAMENTALS: 1,136 1,115 1,073 Strong demand for our products 1,009 970 Increasing frequency of pricing checkpoints in contracts 906 192 695 2. RECENT GROWTH INVESTM
Slide 3: Increased production capacity to support growth
Increased production capacity to support growth MOBILE, US GOOLE, UK • State-of-the art facility for • Significant expansion of our production of bio-AMD and existing iron coagulant emulsion polymers production • Supporting the US energy market • Ensuring sufficient supply and in efficient shale Oil
Slide 4: Solid water treatment performance in H1 2022
Solid water treatment performance in H1 2022 WATER TREATMENT 1-6 2022 OIL & GAS 1-6 2022 Revenue: continued solid demand in both municipal Revenue: CEOR and oil sands tailings remained solid. and industrial water treatment; revenue growth mostly Shale has grown but slower than originally expected, d
Slide 5: Reliable and efficient Water and Energy supply are essential for the society
Reliable and efficient Water and Energy supply are essential for the society SEPTEMBER 13, 2022 CAPITAL MARKETS DAY 5
Slide 6: We are a key enabler for reliable and efficient water treatment & hydrocarbon production
We are a key enabler for reliable and efficient water treatment & hydrocarbon production WATER TREATMENT OIL & GAS • Compliance with increasing regulations in wastewater • CO2 footprint reduction in hydrocarbon production and drinking water treatment quality • Energy security and independence • Ener
Slide 7: Trends in water treatment provide solid opportunities for sustainable growth
Trends in water treatment provide solid opportunities for sustainable growth Relevant water treatment Relevant market trend and products & solutions market expected growth EUR billion Energy efficiency in water treatment CAGR 4-5% 8-9% processes 14.6 Phosphorous recovery and reuse 6-7% regulations a
Slide 8: We are accelerating our investments in water
We are accelerating our investments in water Relevant market trend and expected I&W strategic growth road map in execution growth Building a digital platform through selective Energy efficiency in water expansions and acquisitions 8-9% “Deploying our strong customer base to scale up digital and trea
Slide 9: Our advanced digital water treatment solutions address one of the most critical trends
Our advanced digital water treatment solutions address one of the most critical trends in the water industry: energy reduction Digital platform with KemConnectTM PT application Recently commercialized KemConnectTM PT solution for municipal wastewater treatment enabling: Energy savings of • energy sa
Slide 10: Our Oil & Gas customers focus on energy security, efficiency and CO2 reduction
Our Oil & Gas customers focus on energy security, efficiency and CO2 reduction from operations Recent drivers in the Oil & Relevant Oil & Gas products & Relevant market developments Gas industry solutions market EUR billion CAGR CAGR 7-8% 3.0 Tailings Water Treatment in Oil Sands CO2 REDUCTION IN OI
Slide 11: Our products are essential in mitigating environmental impact and reducing cost in Oil & Gas
Our products are essential in mitigating environmental impact and reducing cost in Oil & Gas energy production CO2 Tailings Water Enabling the restoration of natural landscape Treatment in after oil sands operations Oil Sands cEOR CO2 footprint in mature Reduced water needs by (Chemically fields 50-
Slide 12: Accelerating sustainable growth in water
Accelerating sustainable growth in water PRIORITIZED GROWTH AREAS FURTHER PROFITABILITY IMPROVEMENT BUSINESS FUNDAMENTALS • Implement growth investment strategy in water through Oil & Gas profitability M&A: • Mitigating inflationary • Actions ongoing to improve • Micropollutants pressures with disci
Slide 13: Kemira: Chemistry with a purpose
4 e mn | cra Chemistry with a purpose. Better every day.
Slide 14: Appendix
Appendix SEPTEMBER 13, 2022 CAPITAL MARKETS DAY 14
Slide 15: We have strong positions particularly in EMEA water treatment
We have strong positions particularly in EMEA water treatment MARKET POSITION MARKET OUTLOOK EMEA Water treatment1,2) #1 NORTH AMERICA Water treatment1) #2 APAC Water treatment2) Top 10 OIL & GAS CEOR2) Top 5 Shale2) #2 Oil Sands Tailings2) #1 SEPTEMBER 13, 2022 CAPITAL MARKETS DAY I&W m
Slide 16: Upcoming changes in European water treatment regulation
W AT ER T REAT MENT Upcoming changes in European water treatment regulation COMMENTS & IMPLICATIONS • Basis for wastewater treatment business in Europe Urban Wastewater • Target to better enforce existing legislation in all countries Treatment Directive • Other potential improvement areas: energy ef
Slide 17: Kemira: Chemistry with a purpose
4 e mn | cra Chemistry with a purpose. Better every day.