Lenzing Investor Presentation 2022 Full-year Results
After the "perfect storm" built up in H2 2022, recovery is
expected in 2023
Costs
H2 2022 - a "perfect storm” in H2 2022
Unprecedented increase in raw material
and energy cost across the industry
2023 expectation - the comeback year
Declining energy and raw material
prices visible in current market
environment
Demand
Prices
Free Cash Flow
www.lenzing.com
Overall decline in demand for fibers in the
textile industry led to a decline of fiber
sales for Lenzing
⚫ Significant decline in operating rates and
prices in line with declining business
sentiment
Capex for new sites in Thailand and Brazil
as well as inventories build up with impact
on trading working capital
09/03/23 - 21
Consumer demand expected to
recover in the course of 2023
Uptick in demand to have positive
effect on utilization rates and prices
New sites completed and up and
running, trading working capital to
normalize in line with broader industry
Lenzing
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