Scandinavian Enviro Systems Ab · OMXSTO:SES
Scandinavian Enviro Systems Ab — Carnegie Clean Tech Seminar 2022
15 slides from Scandinavian Enviro Systems Ab's conference presentation, Jan 10, 2022
Slide 1: The leading platform creating a circular economy for tires
~93% less CO2 We give new life and high value to waste when using Enviro Carbon that no-one knows how to handle Black vs. standard virgin Using a patented pyrolysis technology that Carbon Black we have developed and proven for over 20 years, we are able to tackle an incredible environmental roadbloc
Slide 2: Disclaimer
Technology Strategy The Market Expansion Financials Summary Disclaimer In addition to historical information, this presentation includes forward-looking statements. Examples of forward-looking statements include statements made about strategy, expansion and market expectations, as well as illustrati
Slide 3: 30% of the Tire markets initiates a call to action for recovered Carbon Black
Technology Strategy The Market Expansion Financials Summary Nov 22, 2021 30% of the Tire markets initiates a call to action for recovered Carbon Black www.rcbrubber.com -2-
Slide 4: Enviro in brief
Technology Strategy The Market Expansion Financials Summary Enviro in brief A Sweden-based technology firm… …with a pioneering history… …ready for the next phase of growth 20+ year track record of pyrolysis • Enviro is a world-leader in pyrolysis innovation and engineering technology for the recycli
Slide 5: Pyrolysis – creating circularity for tires
Technology Strategy The Market Expansion Financials Summary Pyrolysis – creating circularity for tires OIL 50% 10% STEEL STEEL 10% GAS 10% study The gas is used in the process End of life CARBON 30% Tyres Valuable resources A global Replacing virgin environ- materials up to 100% mental problem More
Slide 6: The anatomy of a typical passenger vehicle tire and outputs
Technology Strategy The Market Expansion Financials Summary The anatomy of a typical passenger vehicle tire and outputs -5-
Slide 7: End-of-life tire (ELT) volumes are massive
Technology Strategy The Market Expansion Financials Summary End-of-life tire (ELT) volymes are massive End-of-life tire volymes are set to continue growing, underpinned by strong tire market growth • Over 1 billion end-of-life tires (>30 million metric tonnes) generated annually in the world • Major
Slide 8: Enviro enables a world without waste
Technology Strategy The Market Expansion Financials Summary Enviro enables a world without waste ELTs: an environmental crisis… …that tire firms are desperate to solve… …with Enviro the perfect solution (kg CO2 equivalent) 30.9 million tonnes of ELTs produced per year – “Michelin is committed to mak
Slide 9: Carbon black market in focus: rapid growth in a market ripe for circularity
Technology Strategy The Market Expansion Financials Appendix Carbon black market in focus: rapid growth in a market ripe for circularity The virgin carbon black market is ~$24bn and growing at 9%... Potential rCB demand beyond realistic capacity build out Theoretical maximum rCB market potential by
Slide 10: Recycled oil from Enviro's pyrolysis process is increasing in demand & value
Technology Strategy The Market Expansion Financials Appendix Recycled oil from Enviro´s pyrolysis process is increasing in demand & value Tire pyrolysis oil overview Strong interest based on ongoing discussions Pyrolysis gas ~5% The tire pyrolysis oil is an output material from the tire Strategy to
Slide 11: Enviro is the only player with both EU-ISCC and ISCC-Plus certificates
Technology Strategy The Market Expansion Financials Summary Enviro is the only player in the market with both EU-ISCC and ISCC-Plus certificates, and the only player with ISCC certificate for carbon black Company Certificate Scope Raw material Add-ons Valid to Input material Output material Add-ons
Slide 12: International Sustainability and Carbon Certification Plus mark awarded to Hankook Tire
Technology Strategy The Market Expansion Financials Summary ….and now in November 2021 the 1:st tire manufacturer have been awarded ISCC plus SUSTAINABILITY International Sustainability and Carbon Certification Plus mark awarded to Hankook Tire 11th November 2021 Hankook Tire has announced it has be
Slide 13: Uddevalla plant overview – Starting Enviro's global expansion journey
Technology Strategy The Agreement Expansion Financials Summary Uddevalla plant overview – Starting Enviro´s global expansion journey • Enviro has agreed to build their first full-scale plant in the west of Sweden in Uddevalla • The plant will be the first full-scale operating plant of Enviro’s 10-ye
Slide 14: The return on investment on a plant from Enviro has favourable economics
Technology Strategy The Agreement Expansion Financials Summary The return on investment on a plant from Enviro has favourable economics. Base Case with EBITDA margin of 61% and an estimated payback period of 2,7 years • Our aim is to capture the market Example calculation from a Capex potential proj
Slide 15: Enviro's journey to create circularity that matters is just beginning
Technology Strategy The Agreement Expansion Financials Summary Enviro´s journey to create circularity that matters is just beginning • Cutting-edge and patented pyrolysis technology reduces Co2 with 93% that directly aligns with creating the tire circular economy • Proven, highly replicable and scal
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