Lg Chem Ltd. · KRX:051910
Lg Chem — Investor Day (February 2022)
34 slides from Lg Chem's investor day presentation, Feb 8, 2022
Slide 1: LG Chem Investor Day 2022
2 0 2 2 LG Chem INVESTOR DAY Towards (2022.02.08)
Slide 2: To Life for a Better Future
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Slide 3: LG Chem Towards: Future Growth Drivers, R&D Capabilities
LG Chem Towards • 3 Future Growth Drivers • R&D Capabilities
Slide 4: 3 Future Growth Drivers
Sustainable Growth 3 Future Growth Drivers Sustainability Business Battery Materials Innovative New Drugs
Slide 5: Sustainability Business
Sustainable Growth 3 Future Growth Drivers Sustainability Business Energy Recyclable Bio/Biodegradable Transition for Material Material Low Carbon
Slide 6: Mechanical & Chemical Recycling
Sustainable Growth 3 Future Growth Drivers Sustainability Business PCR PC Energy Bio/Biodegradable Transition for Material Recyclable Low Carbon Material PCR ABS Mechanical & Chemical Recycling
Slide 7: PLA
Sustainable Growth 3 Future Growth Drivers Sustainability Business PLA Energy Recyclable Transition for Bio/Biodegradable PLA Material Low Carbon Material
Slide 8: Sustainability Business
Sustainable Growth 3 Future Growth Drivers Sustainability Business
Slide 9: Photovoltaic Encapsulants POE/EVA
Sustainable Growth 3 Future Growth Drivers Sustainability Business Recyclable Bio/Biodegradable Energy Material Material Transition for Low Carbon Photovoltaic Encapsulants (PVEN, Solar Panel Encapsulant) POE/EVA
Slide 10: LG Chem Sustainability Business Sales
Sustainable Growth 3 Future Growth Drivers Sustainability Business - LG Chem Sustainability Business Sales 50x Growth in 9 Years 4.6 Recycle / Bio Material 1.1 0.1 3.4 2.5 1.3 Renewable Energy Materials 2021 2026 2030 Total Sustainability Business 1.4 3.6 8.0 ※ The estimated amount of the business t
Slide 11: Battery Materials Company
Sustainable Growth 3 Future Growth Drivers Battery Materials Global Global Top Top Comprehensive Battery Materials Additional Cathode Battery Company Materials Separator
Slide 12: Battery Materials - Cathode
Sustainable Growth 3 Future Growth Drivers Battery Materials - Cathode Technology Productivity Metal Sourcing Expansion of Capacity Increase in High Performance Product Diversification of Client Portfolio (K ton) 260 76 36 2021 2022 2026 Ni > 80% 2020 2021 2026
Slide 13: Battery Materials - Separator
Sustainable Growth 3 Future Growth Drivers Battery Materials - Separator Base Film Technology Competi tiveness Productivity Strengthen Business Leadership Coating SRS Source Productivity Technology Cost Capa Expansion (Europe / US) Diversification of Client Portfolio Foundation of Business Consolida
Slide 14: New Battery Materials
Sustainable Growth 3 Future Growth Drivers Battery Materials - Additional New Battery CNT TCA (Thermally Conductive Adhesive) Materials Binder BAS (Battery Assembly Solution)
Slide 15: Sales Forecast for Battery Materials Business
Sustainable Growth 3 Future Growth Drivers Battery Materials - Sales Forecast for Battery Materials Business Additional Battery Materials Separator Cathode 21.0 12x Growth in 9 Years 8.4 2.8 1.7 2021 2022 2026 2030 ※ The estimated amount of the business target is based on our business plan and may d
Slide 16: Innovative Drugs Category Leader
Sustainable Growth 3 Future Growth Drivers Innovative New Drugs A Global Pharmaceutical Company With Innovative Drugs Main Therapeutic Area Multi-Modality Category Leader Cell Therapy Oncology & Diabetes & Immunology Metabolism Biologics Platform Technologies Small Molecule
Slide 17: Innovative New Drugs - New Drugs Pipeline
Sustainable Growth 3 Future Growth Drivers Innovative New Drugs - New Drugs Pipeline Key Progress for 2022 Marketed Phase3 Phase2 23 Phase1 2 Initiation of Global Phase 3 2 New Drugs 3 Gout (Tigulixostat) 6 10 Initiation of Global Phase 2 3 NASH 12 7 Completion of Global Phase 1 Obesity 2022. 2 (Pre
Slide 18: 3 Future Growth Drivers
Sustainable Growth 3 Future Growth Drivers Sustainability Business Battery Materials Innovative New Drugs
Slide 19: Revenue Outlook for LG Chem's Future Growth Drivers
Sustainable Growth Revenue Outlook for LG Chem’s 3 Future Growth Drivers Innovative New Drugs Battery Materials Sustainability Business 30 10x Growth 1.0 in 9 Years 21.0 12 3.1 8.4 1.7 8.0 1.4 3.6 2021 2026 2030 ※ The estimated amount of the business target is based on our business plan and may diff
Slide 20: Revenue Outlook for LG Chem (Excluding LG ES)
Sustainable Growth Revenue Outlook for LG Chem (Excluding LG ES) 60 40 26 2021 2026 2030 ※ The estimated amount of the business target is based on our business plan and may differ from the actual amount due to changes in the business environment and strategy modifications.
Slide 21: LG Chem Towards Sustainable Growth
LG Chem Towards Sustainable Growth • 3 Future Growth Drivers • R&D Capabilities | Carbon Neutral Growth
Slide 22: Investment on R&D Technology
Sustainable Growth R&D Capabilities Investment on R&D Technology Sustainability (Unit: Person) (Unit: KRW bn) Battery Innovative Materials New Drugs R&D Workforce / Investment (Excluding LG ES) R&D Strategic Area
Slide 23: Development for Sustainability Business
Sustainable Growth R&D Capabilities Development for Sustainability Business PLH Bioplastics & PCR-PVC Low Carbon Technology CO2 Plastics
Slide 24: Development of Advanced Technology for Battery Materials
Sustainable Growth R&D Capabilities Development of Advanced Technology for Battery Materials Gas Generation High Temp. Safety Energy Density of Pure-Si Anode Existing Single Existing Ceramic Existing Pure-Si Crystal (SRS®) Separator (SiOx 5.5%) Anode Single Crystal Ceramic Separator Pure Silicon Ano
Slide 25: Our Capabilities and Beyond: Additional Inorganic Growth Opportunities
Sustainable Growth Our Capabilities and Beyond Additional Inorganic Growth Opportunities
Slide 26: Inorganic Projects: M&A Records in 2021
Sustainable Growth M&A Records in 2021 JV with Toray for Sustainability Business Separator Business INORGANIC Acquisition of LG Electronics‘ Separator Coating Business PROJECTS Battery Materials 30+ JV plan with ADM for PLA Business Innovative New Drugs
Slide 27: Additional Growth Potential to be Top Global Science Company
Sustainable Growth Additional Growth Potential to be Top Global Science Company 60 40 26 LG Chem(Excluding LG ES) 2021 2026 2030 ※ The estimated amount of the business target is based on our business plan and may differ from the actual amount due to changes in the business environment and strategy m
Slide 28: LG Chem Towards Carbon Neutral Growth
LG Chem Towards | Sustainable Growth • 3 Future Growth Drivers • R&D Capabilities Carbon Neutral Growth
Slide 29: Committed to Carbon Neutral Growth by 2050
Carbon Neutral Growth Committed to Carbon Neutral Growth by 2050 (in July 2020) Unit : ton/yr 20M 10,000,000t 9.5M 4.2M 71M Fossil Fuel Vehicles’ Pine Trees 2019 2050 Carbon Emissions a year (Excluding LG ES)
Slide 30: Reduce, Avoid, Compensate
Carbon Neutral Growth Actions to Reduce Carbon Emissions Life Cycle Assessment Reduce Product Design Resources Recycling Product Production Carbon Footprint Avoid Waste Disposal Usage Packaging Compensate Administration/ Distribution Transportation
Slide 31: Engaged with the World's Leaders
Carbon Neutral Growth Engaged with the World’s Leaders World Economic Forum The Alliance of CEO Climate Leaders Largest CEO-led Climate Alliance In the World 119 Companies 12 Industries 27 Countries The First CEO of Korean Company The Only CEO Representing Korean Company to Speak at WEF Davos Agenda
Slide 32: New Target: Net Zero
Carbon Neutral Growth New Target : Net Zero Unit : ton/yr Carbon Neutral Growth Carbon Neutral Growth by 2030 by 2050 & Net-Zero by 2050 20M 9.5M Net-Zero 2019 2030 2050 (Excluding LG ES)
Slide 33: Sustainable Growth Net Zero 2050
Sustainable 2050 Growth Net Zero
Slide 34: To Life for a Better Future
To Life for a Better Future