Q2 2023 Energy and NaOH Market Prices Analysis
Lenzing is uniquely positioned to take full advantage of
market rebound
Best positioned in terms of megatrends
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Benefitting from increased sustainability awareness
.
Growing demand for WBCF1 due to the widening of the
cellulosic gap driven by cotton supply constraints
Fast growing market demand
Demand for WBCF1 expected to grow at ~4-6% p.a.
Lyocell market forecast growth at >20% p.a.
Shifting portfolio further towards specialty
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All Lenzing sites planned to produce specialty fibers by Q4 2023
Strong demand for LENZINGTM ECOVEROTM and TENCEL™
branded modal fibers
Backward integration
~95%² backward integrated in dissolving wood
pulp following the completion of the DWP plant in
Brazil
Source: Company information
1 Wood-based cellulosic fibers; 2 As of 2022A, nominal capacity
www.lenzing.com
1 August 2023 - 20
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Strongest brand portfolio
High brand awareness driven by the right mix of well-
known premium brands and customer centric
approach
Operational and sustainable improvements
Significant cost savings program well underway
Successful implementation of capex and working capital
improvement measures
Enhance Lyocell capacity
Fully participating in growth of the most attractive
segment of WBCF market with the new Lyocell plant
in Thailand
Two new plants completed and ramped-up
Normalised capex levels due to the two new plants in
2022 being fully invested and ramped up
Lenzing
Innovative by natureView entire presentation