Avantium N.v. · EURONEXT:AVTX
Avantium — Investor Day (March 2022)
27 slides from Avantium's investor day presentation, Mar 28, 2022
Slide 1: Retail Investor Day 28 March 2022
Avantium | Retail Investor Day March 2022 1 Retail Investor Day 28 March 2022
Slide 2: Disclaimer
Disclaimer Avantium | Retail Investor Day March 2022 This presentation has been prepared by Avantium N.V. (the “Company”). For the purposes of this notice, the presentation that follows (the “Presentation”) shall mean and include the slides that follow, the oral presentation of the slides by the Com
Slide 3: Introduction
Avantium | Retail Investor Day March 2022 3 Introduction
Slide 4: At a glance: a pioneer in renewable chemistry
Avantium at a glance: a pioneer in renewable chemistry Avantium | Retail Investor Day March 2022 Who A pioneer in the emerging industry of renewable chemistry we are Our Create disruptive technologies to accelerate transition from fossil- mission based to renewable and circular plastics Our A fossil
Slide 5: Increasing worldwide use of plastics causes major environmental challenges
Increasing worldwide use of plastics causes major environmental challenges Avantium | Retail Investor Day March 2022 Global plastics production will triple by 2050 Plastic production and waste cause major environmental problems Plastic pollution 2020 2050 : : 1:5 >1:1 1,200Mt 2050 2030 367Mt 2019 15
Slide 6: Next generation consumers calling for action
Next generation consumers calling for action Avantium | Retail Investor Day March 2022 85% ofcompanies global respondents among millennials feel strongly that should help improve the environment Governments putting Companies throughout the value chain are shifting regulatory targets & frameworks in
Slide 7: Avantium offers disruptive technologies for the production of PEF
Avantium offers disruptive technologies for the production of PEF Avantium | Retail Investor Day March 2022 FDCA Packaging Textile PEF Films plantMEG Technology pipeline Numerous other applications 7
Slide 8: Avantium's successful trajectory towards growth
Avantium’s succesful trajectory towards growth Avantium | Retail Investor Day March 2022 €12.5m (1) 20+ 135+ 2 Strategic & 225+ 3 Years of R&D Patents Profitable Core products commercial Employees Pilot plants catalysis business partners Sale of 1st PEF licenses ▪ EGM approval capital raise 2026 Ini
Slide 9: Key investment highlights
Key investment highlights Avantium | Retail Investor Day March 2022 1 2 Cutting-edge products & Attractive technologies addressable markets Accelerating market adoption to renewable & circular plastics 3 4 Successful execution Clear path to of strategy growth 9
Slide 10: Part 1: Cutting-edge products & technologies
Avantium | Retail Investor Day March 2022 Part 1: CUTTING-EDGE PRODUCTS & TECHNOLOGIES 10
Slide 11: PEF is a 100% plant-based plastic made from FDCA and plantMEG
PEF is a 100% plant-based plastic made from FDCA and plantMEG Avantium | Retail Investor Day March 2022 Unique technological platform centered around Feedstock flexible Broad range of applications catalysis process Agri crops FDCA Packaging Plant-based sugar Film PEF Textile Agri & forestry residue
Slide 12: Avantium's PEF addresses the need for a circular new plastics economy
Avantium’s PEF addresses the need for a circular new plastics economy Avantium | Retail Investor Day March 2022 PEF solves the challenges of today’s conventional plastics Challenges cannot be solved by recycling only Unintended America simply does not have enough recycled leakage PET supply or proce
Slide 13: Part 2: Attractive addressable markets
Avantium | Retail Investor Day March 2022 13 ATTRACTIVE ADDRESSABLE Part 2: MARKETS
Slide 14: Avantium targets large and diverse PEF and MEG markets
Avantium targets large and diverse PEF and MEG markets Avantium | Retail Investor Day March 2022 PEF addressable market – 100mt+ MEG addressable market – 35mt+ Total expected value Total value today $200bn+ $23bn+ Mainstream Packaging and bottles Solvent applications ($160bn) Value Tomorrow applicat
Slide 15: Part 3: Successful execution of strategy
Avantium | Retail Investor Day March 2022 15 SUCCESSFUL EXECUTION OF Part 3: STRATEGY
Slide 16: From technology development to commercialization
From technology development to commercialization Avantium | Retail Investor Day March 2022 R&D disruptive Technology testing Demonstrate technology Commercial roll-out technologies & market testing Innovative research Develop technology across distruptive economic feasibility technologies Product va
Slide 17: Avantium has a well-defined and scalable go-to-market strategy for PEF/FDCA
Avantium has a well-defined and scalable go-to-market strategy for PEF/FDCA Avantium | Retail Investor Day March 2022 Flagship Plant (5kt/a) Industrial Plant (100kt/a) Industrial (>250kt/a) In-house production Licensing Licensing Product characteristics Today Tomorrow Longer-term High-value applicat
Slide 18: Three Key Conditions to FID are met
Three Key Conditions to FID are met Avantium | Retail Investor Day March 2022 Avantium has taken the Final Investment Decision (FID) concerning the construction of the FDCA Flagship Plant as the Key Conditions thereto are now satisfied: 1. PEF market proven by obtaining sufficient offtake commitment
Slide 19: FDCA Flagship Plant secured financing breakdown
FDCA Flagship Plant secured financing breakdown Avantium | Retail Investor Day March 2022 Grants (€27m): Funding sources ▪ €20m PEFerence grant(1) ▪ €7.5m grant from the €45m National Programme Groningen Third Party Equity (€30m): €90m €192m ▪ €20m equity from Groningen consortium €30m ▪ €10 million
Slide 20: Part 4: Clear path to growth
Avantium | Retail Investor Day March 2022 20 CLEAR PATH TO GROWTH Part 4:
Slide 21: Avantium tomorrow: further develop & commercialize its innovative technologies
Avantium tomorrow: further develop & commercialize its innovative technologies Avantium | Retail Investor Day March 2022 FDCA plantMEG CO2 based polymers Biorefinery 21
Slide 22: Avantium tomorrow: Successfully delivering the next bio chemicals
Avantium tomorrow: Successfully delivering the next bio chemicals from disruptive technologies Avantium | Retail Investor Day March 2022 Today Tomorrow PEF Building blocks FDCA plantMEG CO2 based polymers Biorefinery Catalytic conversion of plant-based Conversion of sugars into plantMEG Conversion o
Slide 23: plantMEG is a key drop-in ingredient for large end-markets
plantMEG is a key drop-in ingredient for large end-markets Avantium | Retail Investor Day March 2022 Avantium value proposition plantMEG will provide brands with a sustainable & innovative ingredient Key ingredient in a wide range of end Pilot Plant successfully commissioned applications (PEF, fiber
Slide 24: Construction of its plantMEG Commercial Plant
Construction of its plantMEG Commercial Plant, leveraging on the succesful experience in FDCA Avantium | Retail Investor Day March 2022 Success of FDCA strategy execution will accelerate plantMEG Location Joint venture Size Northwestern Europe Jointly owned by Cosun Beet >100kt per annum execution C
Slide 25: Key takeaways
Key takeaways Avantium | Retail Investor Day March 2022 …Forming the foundation for commercialization Key milestones successfully INNOVATION-DRIVEN ✓ Construct FDCA Flagship Plant achieved… TECHNOLOGY LEADER IN ✓ Construct plantMEG Commercial Plant RENEWABLE CHEMISTRY ✓ Proven R&D and innovative tec
Slide 26: Q&A
Avantium | Retail Investor Day March 2022 26 Q&A
Slide 27: Global warming stripes by climate scientist Ed Hawkins
Avantium | Retail Investor Day March 2022 Global warming stripes by climate scientist Ed Hawkins 27