Cambi Asa · OSL:CAMBI
Cambi Asa — Pareto Securities' 27th Annual Power & Renewable Energy Conference (January 2025)
21 slides from Cambi Asa's conference presentation, Jan 30, 2025
Slide 1: Cambi ASA
Cambi ASA Pareto Securities' 27th Annual Power & Renewable Energy Conference Mats Tristan Tjemsland, CFO 30 January 2025
Slide 2: Disclaimer
Disclaimer This presentation is for information purposes only. Cambi ASA gives no representation or warranty, expressed or implied, as to the accuracy or completeness of any information included herein, and no information, including projections, estimates, targets and opinions, contained in this pre
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 business platform Strongly positioned in posi
Slide 4: By 2050, world population will increase by +1.5 billion people
By 2050, world population will increase by +1.5 billion people Source: UN World Population Prospects 2024 4
Slide 5: Almost 60% of the world's population live in urban areas today
Almost 60% 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: United Nations Environmental Program, Wastewater – Turning Problem to Solution (2023)
Slide 7: Wastewater treatment is a unique circular opportunity
Wastewater treatment is a unique circular opportunity Treated properly, wastewater can: Provide Supply water for Offset over 10% alternative re-use 10x today’s of global mined energy to half a global desalination phosphorus billion people capacity (fertiliser) use Pareto Securities' 27th Annual Powe
Slide 8: Enabling a more sustainable water sector through the thermal hydrolysis process
Enabling a more sustainable water sector through the thermal hydrolysis process Cambi’s thermal hydrolysis process (THP) transforms wastewater sludge and other large organic waste streams into valuable bioresources Image: Cambi THP plant in operation for Hampton Road Sanitation District (HRSD) at th
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 Pareto Se
Slide 11: Standardised and modular technology solutions for any customer need
Standardised and modular technology solutions for any customer need Portfolio of standardised 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 equivalent equivalent Pareto Securities' 2
Slide 12: Global presence. Solid track record of delivered installations
Global presence. Solid track record of delivered installations 91 reference plants 28 countries 120 million people Cambi THP sites Pareto Securities' 27th Annual Power & Renewable Energy Conference | 12
Slide 13: 35 years of experience. Serving daily 120 million people
35 years of experience. Serving daily 120 million people 2024 Q3: LTM Accumulated THP capacity installed million revenue of people NOK 1 billion Million people equivalent 120 2021: IPO 110 2017: Acquisition of 100 Grønn Vekst 90 80 2013: Acquisition of 70 UK production facility 60 50 2011:
Slide 14: Population growth and urbanisation will be key drivers for wastewater utility capex
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
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 Pa
Slide 16: Large addressable market
Large addressable market of more than 3,000 plants has been identified Addressable market 3,000+ Sales pipeline Reference sites ca. 450 91
Slide 17: Started 2025 with entering the world's potential largest market
Started 2025 with entering the world’s potential largest market First contract in India • Market breakthrough following sustained investments in marketing and project development over several years • Medium-sized project at the new Versova wastewater treatment plant for the Brihanmumbai Municipal Co
Slide 18: Important market for Cambi in the medium-to-long term
Important market for Cambi in the medium-to-long term • World’s largest country by population, with high population density • Tremendous sanitation problems are a top government priority • Rapid population growth: expected to add more than 200 million people from 2025 to 2050 • Rapid urbanisation: f
Slide 19: Two business segments
Two business segments Revenue development per segment NOK million 1,094 Technology Technology 977 Solutions Sales, R&D, manufacturing and delivery of world-class sludge treatment technology 789 719 458 440 351 367 281 268 239 Solutions 191 206 105 Value-adding services beyond 258 305 delivery of wor
Slide 20: 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 21: Thank you!
Thank you!
Cambi — Pareto Securities' 27th Annual Power & Renewable Energy Conference (January 2025) on 6ix