Cambi Asa · OSL:CAMBI

Cambi Asa — Carnegie Morgenmøte (June 2023)

16 slides from Cambi Asa's conference presentation, Jun 6, 2023

  1. Slide 1: Eirik Fadnes, CEO – Morgenmøte, Carnegie

    Eirik Fadnes, CEO Morgenmøte, Carnegie 6 June 2023 1

  2. Slide 2: In 2050, world population will reach ~10 billion people

    In 2050, world population will reach ~ 10 billion people Source: UN World Population Prospects 2022 2

  3. Slide 3: Over 50% of the world's population lives in urban areas today

    Over 50% of the world’s population lives in urban areas today 70% share of the world population to live in urban areas by 2050 Source: World Economic Forum, 2022 3

  4. Slide 4: Only a quarter of global urban wastewater is considered safely managed

    Only a quarter of the global wastewater from urban areas is considered safely managed 25 % wastewater which is treated safely Source: 2017 UN World Water Development Report, Wastewater: The Untapped Resource 4

  5. Slide 5: THP technology

    Cambi’s Thermal Hydrolysis Process (THP) technology THP technology is the optimal waste-to-energy solution for sludge management Washington DC, US – Blue Plains WWTP 5

  6. Slide 6: Cambi transforms sewage sludge into renewable resources

    Cambi transforms sewage sludge Biogas into renewable resources Sludge line Wastewater treatment Biosolids plant Municipalities Clean water 6

  7. Slide 7: Cambi THP offers a highly attractive value proposition

    Cambi THP offers a highly attractive value proposition Low carbon footprint  Independent studies show lowest carbon footprint for all biosolids outlets Environmental Energy-efficient process  Generated heat is recycled to pre-heat feedstock More biogas production  Up to 50% more biogas generated

  8. Slide 8: THP reduces residual biosolids volume by up to 50% and increases quality

    THP reduces the residual biosolids volume by up to 50% and increases the quality Biosolids without Biosolids with thermal hydrolysis thermal hydrolysis pre-treatment pre-treatment 8

  9. Slide 9: THP avoids costly investments in more digesters

    THP avoids costly investments in more digesters, beneficial for space-constrained wastewater plants Manchester, UK – Davyhulme WWTP 9

  10. Slide 10: Cambi serves customers through various delivery models

    Cambi serves customers through various delivery models Technology Services Invest  Core equipment to  Spare parts,  Long-term ownership end customers and maintenance support of sludge projects contractors  Remote monitoring,  Open to different  Ancillary equipment Cambi PLUS types of projects,

  11. Slide 11: Our global presence

    Our global presence 83 reference plants 25 countries million people served by 112 our technology daily million tonnes CO2 1.2 mitigated annually In operation Project execution 11

  12. Slide 12: Large addressable market of more than 3,000 wastewater plants globally

    Large addressable market of more than 3,000 wastewater plants globally Identified targets 3,000+ Sales pipeline Reference plants 350+ 83 12

  13. Slide 13: Financial summary 1Q-2023

    Financial summary 1Q-2023 Revenue EBITDA Order intake Order backlog 210 57 333 1,079 NOKm NOKm NOKm NOKm 210 57 604 1,066 1,079 157 29 333 619 105 109 544 244 405 69 185 -3 -2 15 -21 13

  14. Slide 14: Outlook

    Outlook  We expect strong growth in revenue and profits  Supportive market conditions with high barriers to entry  Strong order backlog  Order intake target 2023-2024 of NOK 1.2 billion  Maturing project pipeline and continued high tender activity  Conditional DBFO contract awarded in the US 1

  15. Slide 15: Cambi is a trusted partner for many leading water utilities

    Cambi is a trusted partner for many leading water utilities 15

  16. Slide 16: Thank you!

    CW: Thank you!

Cambi — Carnegie Morgenmøte (June 2023) on 6ix