Arkema Sa · EURONEXT:AKE
Arkema Sa — Investor Day (September 2012)
11 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: Specialty Polyamides, High Performance Materials segment
Specialty Polyamides High Performance Materials segment Pierre CHANOINE Executive VP
Slide 3: Specialty Polyamides market
Specialty Polyamides market Transformational project: integration of Hipro and Casda in China #1 worldwide Commodities Specialties Price (€/kg) Niche market: 200 kT 15 Market share: 35% 200 kT Main competitors: Evonik, Ems, Ube 10 PA10, PA11, PA12 Superior properties for high value niche application
Slide 4: Unique range of long-chain polyamides
Unique range of long-chain polyamides petroleum castor plants - fossil resource - - renewable resource - CDT Undecanoic acid Sebacic acid CASDA Lactame 12 amino 11 diamine 10 - monomer - - monomer - - monomer - POLYMERIZATION POLYMERIZATION POLYMERIZATION Polyamide 12 Polyamide 11 Polyamide 10 HIPRO
Slide 5: Arkema's Specialty Polyamides business
Arkema’s Specialty Polyamides business Major achievements ● Successful repositioning on higher value applications – Oil & gas – Electronics – Lightweight materials – Sport Serquigny ● Acquisition of Hipro/Casda Birdsboro PA11, PA12 PA11, PA12 ● Restructuring in Europe Hengshui CHINA (Casda) King of
Slide 6: Main end-markets
Main end-markets Sales by end markets Transportation Fuel lines Transportation Air brake systems Other industrial applications 30% 27% Energy 11% Flexible pipes for deep Electronics 4% 9% 19% Energy off shore oil recovery Industrial coatings Consumer goods Consumer goods Sport (shoes, ski boots, etc
Slide 7: Two examples of high value applications
Two examples of high value applications Rilsan® HT: 1st high temperature Flexible pipes for deep off shore specialty polyamide to replace metal in oil recovery tubing in automotive Rilsan®: material of choice for Combining outstanding properties the barrier to gas and oil layer with cost efficiency
Slide 8: Strategic lines
Strategic lines Take advantage of full range of Specialty Polyamides (PA10, 11, 12) ● The right product for the right application ● Unique position in bio-based high performance polymers Leverage Hipro-Casda acquisition ● Accelerate Hipro development leveraging Arkema’s strong applicative know-how w
Slide 9: Unlock Hipro and Casda potential
Unlock Hipro and Casda potential Casda Biomaterials: take advantage of fully integrated value chain ● Worldwide leader in sebacic acid (55% market share) ● Strong base for future growth of PA10 ● Enhance business value with external sales to other bio-polymers producers Hipro Polymers: leverage Arke
Slide 10: Specialty Polyamides key take-aways
Specialty Polyamides key take-aways Worldwide leader in Specialty Polyamides ● Full range of products (PA10, 11, 12) ● Only player with bio-based PA10 and PA11 #1 ● Only player with global industrial footprint Market growth driven by increasing needs for highly technical solutions ● Deep off shore ●
Slide 11: 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