Kordsa Teknik Tekstil : YE 2021 Kordsa Investor Presentation

Kordsa.com

Investor Presentation

Feb, 2022

Disclaimer

The information and opinions contained in this document have been compiled by KORDSA Teknik Tekstil Anonim Şirketi (the "Company") from sources believed to be reliable and in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness. No undue reliance may be placed for any purposes whatsoever on the information contained in this presentation or on its completeness, accuracy or fairness. This document may contain forward-looking statements by using such words as "may", "will", "expect", "believe", "plan" and other similar terminology that reflect the Company management's current views, expectations, assumptions and forecasts with respect to certain future events. As the actual performance of the companies may be affected by risks and uncertainties, all opinions, information and estimates contained in this document constitute the Company's current judgment and are subject to change, update, amend, supplement or otherwise alter without notice. Although it is believed that the information and analysis are correct and expectations reflected in this document are reasonable, they may be affected by a variety of variables and changes in underlying assumptions that could cause actual results to differ materially.

The Company does not undertake any obligation and disclaims any duty to update or revise any forwardlooking statements, whether as a result of new information or future events. Neither this document nor the information contained within can construe any investment advice, invitation or an offer to buy or sell the Company and/or Its group companies' shares. The Company cannot guarantee that the securities described in this document constitute a suitable investment for all investors and nothing shall be taken as an inducement to any person to invest in or otherwise deal with any shares of the Company and its group companies. The information contained in this document is published for the assistance of recipients but is not to be relied upon as authoritative or taken in substitution for the exercise of judgment by any recipient. You must not distribute the information in this document to, or cause it to be used by, any person or entity in a place where its distribution or use would be unlawful. Neither the Company, its board of directors, directors, managers, nor any of Its employees shall have any liability whatsoever for any direct or consequential loss arising from any use of this document or its contents.

2

Who we are

4

12

continents	~4,900	2 R&D	890
facilities	continents	center	194

patent applications

patents

W E R E I N F O R C E L I F E

3

A G E N D A

01.	02.	03.
Kordsa Story	Sustainability	Investment
		Highlights
04.	05.	06.
Operations	Financial	Highlights &
	Performance	Lowlights

4

5

Our target is the continuation of market leadership in tire reinforcement, growth in Composite segment especially in Europe and actualization of transformation to advanced material company

1. Phase

Kordsa Türkiye

• TCF player in local basis
• Constructed TCF plant in Turkey

2. Phase

3. Phase

4. Phase

5. Phase

6 Phase

7. Phase

Growth with JV

Being a global

Growth in Regions

Value Added

Growth in

Transformation to

Advanced Material

independent player

and R&D

Global Player

Composite

•

Founded of DUSA-

Company

Sabancı Dupont JV

•

Acquisition of

•

Foundation of R&D

•

Global organization

•

New opportunities

•

Merger of Dusa Yarn

Dupont shares in

Izmit

•

Focusing in global

in composite and

and Kordsa TCF

DUSA LLC

•

Investment in SEC

optimization

advanced materials

plants

•

Foundation of

•

Growth in APAC

•

Strategies to

•

Foundation of

Kordsa LLC

accelerate growth

InterKordsa

•

Growth in Polyester

and new market

•

Global JV with

•

Merger of Sakosa

positions

Dupont

	1973 - 1985		1986 - 2000		2001 - 2005				2006 - 2010			2011 - 2015			2016 - 2019			2020+
					13.7%	820	15.7%	906	14.5%	12.7%	888	15.4%
			681
	632										647
	15.4%
		15.4%
		91			93			129		132	82			137
		2016			2017		2018				2019	2020			2021

		Revenues		EBITDA