Cambi Asa · OSL:CAMBI
Cambi Asa — Fearnley Securities 6th Annual Renewables and Clean-Tech Conference (December 2024)
19 slides from Cambi Asa's conference presentation, Dec 4, 2024
Slide 1: Cambi ASA
Cambi ASA Fearnley Securities 6th Annual Renewables and Clean-Tech Conference Mats Tristan Tjemsland, CFO 4 December 2024
Slide 2: Disclaimer
Disclaimer The presentation is for information purposes only, and it is expressly noted that no representation or warranty, expressed or implied, as to the accuracy or completeness of any information included herein is given by the Cambi ASA and that no information, including projections, estimates,
Slide 3: Cambi offers a strong value proposition
Cambi offers a strong value proposition Global leader in wastewater sludge treatment solutions with solid track record Robust financial performance Proven thermal hydrolysis enabling shareholder dividends technology with unique value proposition Scalable platform positioned Strongly positioned in fo
Slide 4: In 2050, world population will reach ~10 billion people
In 2050, world population will reach ~ 10 billion people Source: UN World Population Prospects 2022 4
Slide 5: Over 50% of the world’s population live in urban areas today
Over 50% of the world’s population live in urban areas today 70% share of the world population to live in urban areas by 2050 Source: World Economic Forum, 2022
Slide 6: Half of the world's wastewater is released untreated back into the environment
Half of the world's wastewater is released untreated back into the environment 50 % of wastewater is not treated Source: “Wastewater - Turning Problem to Solution”, United Nations EP (2023)
Slide 7: Wastewater treatment is a unique circular opportunity
Wastewater treatment is a unique circular opportunity If treated properly, wastewater can: Provide Supply more than 10 Offset over 10% alternative times the current of global energy to half a global desalination fertilizer use billion people capacity Fearnley Securities 6th Annual Renewables and Cle
Slide 8: We do this through our Thermal Hydrolysis Process
We We do do this this through through our our Thermal Thermal Hydrolysis Hydrolysis Process Process Cambi’s Thermal Hydrolysis Process (THP) converts wastewater Cambi’s Thermal Hydrolysis Process (THP) converts sludge into valuable bioresources wastewater sludge into valuable bioresources 8
Slide 9: Slide 9
Slide 10: Cambi THP offers a highly attractive value proposition
Cambi THP offers a highly attractive value proposition Cambi THP for sludge treatment Economic impact Environmental impact Biosolids reduction up to 50% High biosolids quality Biogas yield increase up to 50% Digestion efficiency 3x increase Low carbon footprint Robust to regulatory changes Fearnley
Slide 11: Cambi offers standardized and modular technology solutions that can be scaled to fit any customer need
Cambi offers standardized and modular technology solutions that can be scaled to fit any customer need Portfolio of standardized products B2 B4/B6 B12 Small projects Medium to large projects Extra large projects 50-250 thousand people From 250 thousand people From 1 million people equivalent equival
Slide 12: Global presence and a solid track record of delivered installations
Global presence and a solid track record of delivered installations 90 reference plants 27 countries 120 million people Projects delivered Projects under execution Fearnley Securities 6th Annual Renewables and Clean-Tech Conference | 12
Slide 13: Based on more than three decades of experience, 120 million people are served by our technology daily
Based on more than three decades of experience, 120 million people are served by our technology daily 2023: Order Accumulated THP capacity installed million intake of NOK people 1.5 billion Million people equivalent 120 2021: IPO 110 2017: Acquisition of 100 Grønn Vekst AS 90 80 2013: Acquis
Slide 14: Population growth and urbanisation will be key drivers for wastewater utility capital expenditures towards 2030
Population growth and urbanisation will be key drivers for wastewater utility capital expenditures towards 2030 Forecast Global utility wastewater capex forecast USD billion 240 CAGR Sludge management Wastewater treatment Wastewater networks 4.5% 210 180 150 120 90 60 30 0 2016 2017 2018 2019 2020 2
Slide 15: Sludge management market is expected to grow, driven by increasing disposal costs and higher volumes to manage
Sludge management market is expected to grow, driven by increasing disposal costs and higher volumes to manage Sludge management capex forecast Forecast USD billion 20 +54% Sludge management 15 10 5 0 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 Data source: GWI WaterData Fe
Slide 16: Large addressable market of more than 3,000 plants has been identified
Large addressable market of more than 3,000 plants has been identified Adressable market 3,000+ Sales pipeline Reference plants 400 90
Slide 17: Two business segments
Two business segments Revenue development per segment NOK million 1,094 Technology Technology 977 Sales, R&D, manufacturing and Solutions delivery of world-class sludge treatment technology 789 719 458 440 351 367 Solutions 281 268 239 191 206 105 Value-adding services beyond 305 176 176 190 202 258
Slide 18: Cambi is a trusted partner for leading water utilities worldwide
Cambi is a trusted partner for leading water utilities worldwide San Francisco, USA Brussel, Belgium Oslo, Norway Beijing, China Washington DC, USA Dublin, Ireland London, UK Seoul, South Korea Kansas City, USA Athens, Greece Birmingham, UK Hong Kong, China Dallas, USA Panama City, Panama Edinburgh,
Slide 19: Thank you!
Thank you!
Cambi — Fearnley Securities 6th Annual Renewables and Clean-Tech Conference (December 2024) on 6ix