Kemira Investor Presentation slide image

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% 8
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