Apparel Market Recovery and Financial Overview slide image

Apparel Market Recovery and Financial Overview

Cellulose gap and sustainable fiber gap expected to remain unchanged key drivers for the future Expected long-term growth rates p.a., % ~1% Population -2-3% Fiber market -3% GDP ~4-6% Wood-based cellulosic fibers >20% Lyocell • Global fiber demand expected to continue its long-term growth trajectory at -2-3 % p.a. • Wood-based cellulosic fibers (WBCF) forecasted to grow ~4-6 % p.a. due to cellulose gap Highest growth expected in Lyocell with > 20 % p.a. Shift to sustainable fibers such as Lyocell (sustainable fiber gap) driven by growing consumer demand, criticism from NGOs, and anticipated regulation (e.g., EU Textile Strategy) • Lenzing is in a strong position to tackle the megatrend of sustainability and to accelerate the transformation of the textile business from a linear to a circular model Sources: UN World Population Prospects; IMF; The Fiber Year; Euromonitor; EDANA/INDA; Gherzi; Lenzing estimates www.lenzing.com 3 May 2023 22 Lenzing Innovative by nature
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