Kemira Investor Presentation
Industry & Water - strong positions in
chosen categories
REVENUE AND OPERATIVE EBITDA
REVENUE BY APPLICATION
TYPE AND MARKET GROWTH
EUR million
1,600
224
1,400
192
175 181
70%
1,200
Water treatment
1,000
131
107
114
800
600
1,542
400
1,009 1,073 1,136
906
970
1,115
Municipal
200
0
2016 2017 2018 2019 2020 2021
2022
Market
growth*
4-5%
2015-2016 figures are pro forma; combination of Municipal & Industrial
and Oil & Mining segments
Industrial
20%
10%
Oil & Gas Other
7-8% 3-4%
REVENUE BY GEOGRAPHIES AND
MARKET GROWTH BY REGION
WATER TREATMENT
MARKET ENVIRONMENT
OIL & GAS
Market share -20% in
polymers used in shale
oil & gas
50%
EMEA
Market share in
EMEA & NA:
-25% in coagulants and
~20% in polymers
Main competitors in
coagulants:
.
•
Feralco (Europe)
•
Kronos (Europe)
Chemtrade (NA)
Main peers in polymers
(also in water treatment):
SNF
•
Solenis
• Solvay (only O&G)
Market
growth*
3-4%
*chemical market growth in 2022-2027
•
USAICO (NA)
Kemira
APRIL 25, 2023
INVESTOR PRESENTATION
■ 50%
Americas
<5%
APAC
REVENUE BY
PRODUCT CATEGORY
15%
Other
products
such as
40%
Coagulants
о
defoamers
and biocides
45%
Polymers
CUSTOMER EXAMPLES
MUNICIPAL
customer examples
Amsterdam Los Angeles
Barcelona Montreal
New York City
INDUSTRIAL
customer examples
BAKER
HUGHES
a GE company
Carlsberg
BRENNTAG
Berlin
Oslo
Toronto
Paris
Shanghai
4-5%
5-6%
Stockholm
Orkla
FRAC-CHEM
UNIVAR
HALLIBURTON
Note: Revenue by industry, product and geography rounded to the nearest 5%
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