Veolia Environnement Sa · EURONEXT:VIE
Veolia Environnement Sa — Investor Day (2026)
50 slides from Veolia Environnement Sa's investor day presentation, Apr 14, 2026
Slide 1: Veolia
@ veoula
Slide 2: Agenda
AGENDA 1 VEOLIA: AN INNOVATION POWERHOUSE FOR ENVIRONMENTAL SECURITY SECURE THE FUTURE OF CRITICAL 2 RESOURCES FOR INDUSTRIES SECURE THE FUTURE OF ESSENTIAL 3 SERVICES FOR CITIES 4 ROUNDTABLE: INNOVATION & AI INDUSTRIES Estelle BRACHLIANOFF Chief Executive Officer, Veolia Emmanuelle MENNING Deputy C
Slide 3: Veolia: An Innovation Powerhouse for Environmental Security
VEOLIA: AN INNOVATION POWERHOUSE 1 FOR ENVIRONMENTAL SECURITY
Slide 4: Geopolitical and Technological Reset Underway
Geopolitical and Technological Reset Underway Strategic Autonomy to Geopolitical Reduce Tensions Dependence on Tension Imports Around Access Systemic to Strategic Pollution Global Resources Reshoring of & Energy Megatrends Strategic Extreme Industries & Weather Events Deglobalization High Investment
Slide 5: Innovation for Environmental Security
Veolia, the Environmental Security Powerhouse Proprietary Solutions for Critical Needs Innovation for SECURE THE FUTURE OF CRITICAL RESOURCES FOR INDUSTRIES SECURE THE FUTURE OF ESSENTIAL SERVICES FOR CITIES Environmental Secure Licence to Operate & Critical Resilience & Crisis Management Security R
Slide 6: Veolia, Anticipating Tomorrow's Needs… for the Past 170 Years
Veolia, Anticipating Tomorrow’s Needs… for the Past 170 Years! Pioneer in Anticipating Environmental Security Needs New Frontiers ● New Micropollutants Carbon ● Circular Economy of Reduction Water Strategic Minerals Efficiency ● Local Energy Mining Packaging Recycling ● Water Regeneration Energy Eff
Slide 7: A Powerhouse for World-first Innovations
A Powerhouse for AMERICAS NEAR & ME, AFRICA World-first Innovations 1st full scale ZeeLung™ membranes, an intensification technology of wastewater treatment 1st direct potable reuse from wastewater Windhoek, Namibia Yorkville, U.S. 1st high temp. incineration 1st cutting-edge desalination plant dest
Slide 8: Enabling Environmental Security Through Innovation
Enabling Environmental Security Through Innovation Innovation Innovate Streams to drive Growth & Essential Services & Resilience BOOSTERS A forward-looking innovation Efficiency process featured today in our New Offers & preparing for the next Health & Quality of Life tomorrow's solutions 5 - 10 Yea
Slide 9: Veolia's Winning Formula in Innovation
Veolia’s Winning Formula in Innovation Enhanced by €1bn Dedicated to Innovation During GreenUp to Prepare Sustainable Growth Worldwide Footprint Local Delivery Proprietary Solutions Business Combination & Economies of Scale & Adaptive Solutions 4,600+ patents Acceleration with €1bn Solutions adapted
Slide 10: Wider Long-Term Ambition with Innovation
Wider Long-Term Ambition with Innovation Capture Untapped Potential Worldwide to Secure Critical Resources Water Materials Energy Health 34bn m3 4m tons 400 GW Avoid 9m deaths of fresh water saved of critical materials(2) of unused local energy caused annually by soil, by applying our digital and (L
Slide 11: 2030 Ambition for Growth Related to Innovation and Results
2030 Ambition for Growth Related to Innovation and Results By 2030 By 2030 By 2030 NEW NEW €1bn revenues €1bn in revenue 50% of operational from PFAs & Other New from AI Industries efficiencies Pollutants Treatment driven by AI & digital ➔ +25% in 2025 ➔ Data Centers ➔ AI & Digital, essential ➔ Soil
Slide 12: Secure the Future of Critical Resources for Industries
2 SECURE THE FUTURE OF CRITICAL RESOURCES FOR INDUSTRIES ➔ Secure Licence to Operate & Critical Resources e.g. AI industries ➔ Secure Supply of Strategic Materials ➔ Decarbonize and Secure Carbon Supply
Slide 13: Industries Challenges
Industries Challenges Industries Challenges LICENCE TO WATER SUPPLY DECARBONIZATION OPERATE NEEDS ENERGY PRESSURE ON SUPPLY CRITICAL SECURITY RESOURCES 13
Slide 14: Proprietary Solutions to Secure the Future of Critical Resources
SECURE LICENCE TO OPERATE & CRITICAL RESOURCES Proprietary e.g. AI Industries Solutions to Secure The Future SECURE SUPPLY OF STRATEGIC of Critical MATERIALS Resources for Industries DECARBONIZE & SECURE CARBON SUPPLY 14
Slide 15: Data Centers & Chip Manufacturing
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Data Centers & Chip Facing Acceptability Limits Manufacturing & Pressure on Critical Resources GROWTH CONTEXT CLIENT NEEDS 2025 DATA CENTER PROJECTS UNDER PRESSURE Data Centers: Fast access to grid ➔ 26% growth in 2026 ➔ 1.5% of ann
Slide 16: Veolia's Innovative Solutions Supporting the AI Industry Boom
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Veolia’s Innovative Solutions Supporting the Proprietary Technologies & AI Industry Boom Bridging with Local Communities RESOURCE WATER QUALITY / POLLUTION MATERIALS EFFICIENCY HIGH PURITY CONTROL RECOVERY VEOLIA BUSINESSES COMBINAT
Slide 17: Data Centers Competition for Critical Resources
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Data Centers Competition for Acceptability Challenge Critical Resources with Local Communities Emerging Trends of Stricter Environmental Regulations ➔ Requirements of heat recovery ➔ Requirements of water reuse or water replenishmen
Slide 18: Launching Our New Offer: Data Center Resource 360
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Launching Today our New Offer: DATA CENTER Resource 360 Securing Acceptability & Critical Resources for Sustainable Data Centers NEW Veolia, a trusted partner: High direct impact: ➔ +20% energy reuse efficiency: Towards a ➔ Trusted
Slide 19: Chip Manufacturing
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Chip Acceptability Challenge Manufacturing with Local Communities Chemical Regeneration Ultrapure Water Activated Carbon Regeneration Water Reuse ➔ Spent solvents regeneration (11 ➔ 1st Chip Manufacturing ➔ Activated Carbon to treat
Slide 20: Focus on SAR Tech
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Disruptive Innovation Focus on with E-grade Sulfuric SAR Tech* Acid Regeneration Sustainable Value Chain for Electronic-grade Sulfuric Acid Pioneer regeneration technology in Taiwan of spent sulfuric acid followed by purification to
Slide 21: Data Centers: Recent Wins & New Partnerships
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Data Centers: Focus on our Recent Wins & New Partnerships Memorandum Strategic Framework of Understanding Agreement Focus on AI Focus on water applications and and waste Energy and waste AI developments solutions NEW NEW Letter Proj
Slide 22: Ambitious Revenue Growth with AI Industries €1bn by 2030
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries Ambitious Revenue Growth with AI Industries Security of Supply for Proprietary solutions critical resources for Chip Manufacturing AMBITIOUS Ultrapure Water, chemical REVENUE GROWTH Licence to Operate & Community Acceptability regen
Slide 23: Deliver Profitable Growth Supporting AI Industries
➔ Secure Licence to Operate & Critical Resources e.g. AI Industries DELIVER PROFITABLE AI INDUSTRIES REVENUES: GROWTH SUPPORTING DATA CENTER RESOURCE 360 AND CHIP MANUFACTURING AI INDUSTRIES NEW Organic Growth Through Anticipation, + New innovative Proprietary Solutions technologies incl. egrade c.
Slide 24: Circular Economy at the Service of Sovereignty & Strategic Independence
Industries Challenges Circular Economy at the Service of Sovereignty & Strategic Independence SECURE LOCAL ACCESS TO SOURCES OF STRATEGIC DECARBONIZED RESOURCES ENERGY SECURE SECURE SUPPLY CARBON OF STRATEGIC SUPPLY MATERIALS 24
Slide 25: Innovating to Secure Supply of Strategic Materials via Recycling
➔ Secure Supply of Strategic Materials Innovating to Secure Supply of Strategic Materials via Recycling & Circular Economy Pioneer in Anticipating Environmental Security Needs New Frontiers Hard Plastic ● Soiled plastics, pots, trays (PE/PP) ● Strategic Materials Food Grade Plastic Recycling (Li, Co
Slide 26: Veolia's Innovation in Plastic Recycling
➔ Secure Supply of Strategic Materials Veolia’s Innovation in Plastic Recycling Including 26 Plants Across the Globe CHALLENGES OUR SOLUTIONS NEW ➔ Global plastic production increasing by 4%/y, reaching 430 mt in 2024 ● Eco-design services for packaging, providing recyclability assessments: lab ● Wo
Slide 27: Veolia's Critical Minerals, Mining & Refining
➔ Secure Supply of Strategic Materials VEOLIA’S CRITICAL MINERALS, MINING & REFINING KEY FOR STRATEGIC INNOVATION INDUSTRIES VERY to Secure Local CONCENTRATED Supply of Critical ➔ 19 critical minerals are key for ➔ Production / mining concentrated in very few countries industries Minerals & Enhance
Slide 28: Circular Economy to Secure Local Supply of Critical Minerals
➔ Secure Supply of Strategic Materials Circular Economy to Battery Recycling ® Strategic Metals Brines Refining ® for and Mineral Separation from Strategic Metal Salts Secure Local Supply Extraction Municipal Waste ® in Process Effluents of Critical Minerals ➔ Licensed network for ➔ Licensed network
Slide 29: CO2 Reduction: Secure Local Sources of Decarbonized Energy
➔ Decarbonize and Secure Carbon Supply Energy From Wastewater Heat THERMOWATT™ CO2 Reduction: ➔ Cost-effective patented technology recovering Secure Local Sources thermal energy from wastewater sewage unleashing untapped energy potential ➔ Delivering heating or cooling services for buildings of Deca
Slide 30: Innovate to Recycle CO2: Carbon Capture and Usage
➔ Decarbonize and Secure Carbon Supply Innovate to Recycle CO2: Carbon Capture and Usage Combining Water Technologies and New Frontiers Waste Incineration ➔ E-Methanol e.g. Supplying sustainable e-fuel from biomass for ships to the largest port in the world, Shanghai, China ➔ Sustainable Aviation Fu
Slide 31: Secure the Future of Essential Services for Cities
SECURE THE FUTURE OF 3 ESSENTIAL SERVICES FOR CITIES ➔ Resilience & Crisis Management ➔ Health Protection ➔ Efficiency & Affordability incl. Digital & AI Illustrations
Slide 32: Essential Services Challenges
Essential Services Challenges HEALTH AFFORDABILITY RESILIENCE PROTECTION CRISIS EFFICIENCY MANAGEMENT 32
Slide 33: Proprietary Solutions to Secure Essential Services for Cities
Proprietary RESILIENCE & CRISIS MANAGEMENT Solutions to Secure HEALTH PROTECTION Essential Services for EFFICIENCY & AFFORDABILITY incl. Cities Digital & AI illustrations 33
Slide 34: Proprietary Solutions to Secure a Safe Water Supply
➔ Resilience & Crisis Management Proprietary Solutions to Secure a Safe Water Supply High Quality BIOLOGICAL MICROPOLLUTANTS PRESSURIZED NANOFILTRATION & Drinking Water TREATMENT REMOVAL ULTRAFILTRATION REVERSE OSMOSIS Delivering pure drinking water safe from pollutants, including “new” micropolluta
Slide 35: Innovative Solutions for Resilient Cities
➔ Resilience & Crisis Management INNOVATIVE PREVENTIVE BUSINESS EMERGENCY SOLUTIONS CONTINUITY DECONTAMINATION SOLUTIONS FOR Smart Water Integrated Water Treatment Mobile Units, Dexter™ Haptic AI RESILIENT CITIES Management™: water network live monitoring (incl. digital twin) to Fleet of ~2,000 unit
Slide 36: Health Protection: Constantly Anticipating to be Solution Ready
➔ Health Protection Health Protection: Constantly anticipating to be Solution Ready New Frontiers ● PFAS ● Pesticides ● Microplastics ● Polycyclic Aromatic ● Endocrine Disruptors Hydrocarbons ● Pesticides Residues (PAHs) ● PolyChlorinated ➔ 97% of citizens Health Biphenyls (PCBs) prioritize health C
Slide 37: Environmental Pollution: A Major Health Issue
➔ Health Protection ENVIRONMENTAL POLLUTION: A MAJOR 9m Deaths/y Caused by Air, HEALTH ISSUE Soil & Water Pollution(1) Presumptive PFAS PFAS Pollution in Australia (2) Polluted Sites in the U.S.(3) PFAS Pollution in Europe(4) Known contamination Known PFAS user Presumptive contamination PFAS manufac
Slide 38: BeyondPFAS, A Unique End-To-End Offer
➔ Health Protection BeyondPFAS, A Unique End-To-End Offer ANALYSIS & DESIGN & FINAL CONTINUE TO OPERATION INNOVATE TREATABILITY STUDY ENGINEERING TREATMENT ➔ Analysis: Scale-up on-site LAB TESTS SEPARATION DISPOSAL analysers ➔ Separation: Extract all molecules, including ultra-short chains Water Wat
Slide 39: Deliver Profitable Growth with BeyondPFAS
➔ Health Protection DELIVER PROFITABLE GROWTH WITH Through to Anticipation, BEYONDPFAS Proprietary Solutions & Scaling-up “BeyondPFAS & New Pollutants” Revenues NEW Organic growth + c. €1bn(1) enhanced, duplicable soil remediation with acquisitions: Water Operations ➔ Enviropacific (Aus.) ➔ Clean Ea
Slide 40: Anticipating Emerging Micropollutants
➔ Health Protection ANTICIPATING EMERGING MICROPOLLUTANTS CHALLENGE: EMERGING POLLUTANTS & REGULATIONS VEOLIA’S INNOVATIONS TREATMENT DETECTION MONITORING SOLUTIONS Pesticides, Fungicides, Organic contaminants Herbicides & their metabolites for domestic uses ➔ Veolia's "chemical ➔ Test fast or on li
Slide 41: Leveraging Digital, AI & Robotics
➔ Efficiency & Affordability, incl. Digital & AI illustrations LEVERAGING DIGITAL, AI & DIGITAL & AI TO ENHANCE ROBOTICS Employees Operations Customer Service To Secure Efficiency, Competitiveness & Affordability for 23% ➔ Enhanced productivity ➔ Better offers Essential Services of total operational
Slide 42: Enhance Employees with Digital & AI
➔ Efficiency & Affordability, incl. Digital & AI illustrations ENHANCE EMPLOYEES WITH VEOLIA SECURE GPT SPECIALIZED AGENTS TRAINING DIGITAL & AI ➔ SecureGPT launched in ➔ 2,000+ specialized agents ➔ 37k+ employees trained Oct 2023 created at the end-2025 ➔ 1st Generative AI ➔ Working to optimize ➔ 1
Slide 43: Enhanced Customer Services with Digital & AI
➔ Efficiency & Affordability, incl. Digital & AI illustrations ENHANCED CUSTOMER CALL CENTERS BOOSTED OFFERS ENHANCED PRICING SERVICES WITH DIGITAL & AI ➔ Unified AI platform for ➔ Acceleration of the tender ➔ Optimized pricing call centers response process via an strategies for AI conversational ag
Slide 44: Enhanced Operations with Digital & AI
➔ Efficiency & Affordability, incl. Digital & AI illustrations Enhanced Operations with Digital & AI AI FOR COOLING AI-POWERED MEMBRANE AI-POWERED LEAK ROBOTICS WATER CHEMISTRY SUBSTATIONS MAINTENANCE DETECTION OPTIMIZATION ➔ Adapting service ➔ Increasing heating ➔ AI & machine learning ➔ HubgradeTM
Slide 45: Focus on Talk to My Plant
➔ Efficiency & Affordability, incl. Digital & AI illustrations FOCUS ON NEW TALK TO MY PLANT Revolutionize efficiency of our plants with generative AI by leveraging various sources of complex data into helpful, everyday conversation ➔ Data gathered from ➔ Improved ➔ Target: 30% of our ➔ Underlying A
Slide 46: Roundtable: Innovation & AI Industry
Roundtable: 4 Innovation & AI Industry Will HEWES Global Lead for Water Sustainability, Amazon Web Services Richard KIRKMAN CEO, Northern Europe Zone and Chief Growth Officer, Veolia Stuart STOCK Head of Digital Business and Technology, Veolia Glenn VICEVIC Chief Technology Officer, Water Technologi
Slide 47: Wrap Up
WRAP UP Q@veoua
Slide 48: Strong Ambition to Accelerate Innovation for Environmental Security
Strong Ambition to Accelerate Innovation for VEOLIA, WINNING FORMULA PROPRIETARY SOLUTIONS FOR CRITICAL NEEDS A STRONG AMBITION Environmental Security Proprietary Solutions: available, affordable, reliable To Secure the Future of GreenUp 24-27 Critical Resources for €1bn dedicated to innovation(1) I
Slide 49: Important Disclaimer
IMPORTANT DISCLAIMER Veolia Environnement is a corporation listed on the Euronext Paris. This press release contains “forward-looking statements'' within the meaning of the provisions of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements are not guarantees of
Slide 50: Contacts
CONTACTS Media Relations Analyst & Investor Relations Laurent Obadia - Evgeniya Mazalova Selma Bekhechi Charline Bouchereau - Anna Beaubatie Head of Investor Relations Aurélien Sarrosquy Phone: +33 1 85 57 84 76 E-mail: presse.groupe@veolia.com E-mail: selma.bekhechi@veolia.com Ariane de Lamaze ➔ ht