Investor Presentaiton
12
SUPERIOR VALUE CREATION
In US$m
EBITDA
+10% CAGR
53
-80
LTM
2023e
KEY DRIVERS TO DELIVER SUPERIOR VALUE
Above GDP growth driven by:
Sustainable trends and fast-growing countries
New developments (for nutrients, lithium and oil & gas process aids)
Well-identified synergies estimated at US$15m by 2023
•
•
Cost synergies on raw materials purchasing
Development synergies through commercial, technological and
geographical complementarities
Transaction multiple reduced to ~7x EBITDA after 4 years
→Superior EBITDA to cash conversion (1) at around 60%
ANOTHER STEP FORWARD TOWARDS ARKEMA'S 2020 AND 2023 TARGETS
(1) Corresponds to free cash flow excluding exceptional capital expenditure divided by EBITDA
PROPOSED ACQUISITION OF ARRMAZ
ARKEMA
INNOVATIVE
CHEMISTRYView entire presentation