JULY 16, 2021

Kemira Investor Presentation

Chemistry for a resource-efficient future

INVESTOR PRESENTATION

INVESTOR PRESENTATION

Content

  1. Kemira in brief
  2. Investment highlights
  3. Kemira as a sustainable investment
  4. Pulp & Paper
  5. Industry & Water
  6. Recent progress
  7. Appendix

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INVESTOR PRESENTATION

Kemira in brief

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OUR PURPOSE

We enable our customers to improve their water, energy and raw material efficiency

GLOBAL TRENDS

CHANGING DEMOGRAPHICS

Higher use of water, energy, tissue & board

GROWING ENVIRONMENTAL

AWARENESS

New materials to enable circular economy Material and resource efficiency

OUR CUSTOMERS

Pulp & Paper

Water Treatment

Oil & Gas

OUR OFFERING

We provide expertise, application knowhow and chemicals that improve our customers' product quality, process and resource efficiency.

OUR VALUES

OUR VISION

Our vision is to be the first choice in chemistry for water intensive industries

OUR STRATEGY

Kemira is a great product company with chemistry and selling of chemicals at the core of our business. We win with best suited products and tailored services that improve our customers product quality, process and resource efficiency.

Our target is to grow above-the-market with an operative EBITDA margin of 15-18%.

We drive performance and innovation. We are dedicated to customer success. We care for people and the environment. We succeed together.

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Kemira in brief

LAST 12 MONTHS: REVENUE EUR 2,466 MILLION, OPERATIVE EBITDA EUR 433 MILLION, OPERATIVE EBITDA MARGIN 17.6%, OPERATIVE ROCE 11.9%

SEGMENT SPLIT

40%

60%

Industry & Water

Pulp & Paper

#2 globally

#1 in water treatment in NA and Europe

#2 in friction reduction in North American shale oil & gas

GEOGRAPHIES

10%

APAC

35%

1. China

AMERICAS

2. South

1. USA

Korea

2. Canada

3. Indonesia

3. Brazil

55%

EMEA

1. Finland

2. Sweden

3. UK

Revenue by geographies and product category represent FY 2020.

PRODUCTS

  • 20% Other: e.g. defoamers, dispersants, and biocides
  • 15%

Sizing and strength

  • 20% Polymers
  • 25% Bleaching and pulping
  • 20% Coagulants

CUSTOMERS

Several thousand customers

TOP 10 customers are ~25% of revenue TOP 50 customers are ~50% of revenue

EXAMPLES OF

LARGEST CUSTOMERS

Municipalities, e.g.

Frankfurt, Berlin, New York,

Paris, Shanghai, Singapore

Note: Revenue by industry, product and geography rounded to the nearest 5%

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Kemira Oyj published this content on 16 July 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 July 2021 05:44:10 UTC.