Oil & Gas Market Recovery and Performance Update slide image

Oil & Gas Market Recovery and Performance Update

Cash flow ALL KEY FIGURES IN EUR MILLION CASH FLOW FROM OPERATIONS 386 375 143 146 Q4 205 210 Q3 71 88 121 117 Q2 93 64 57 61 50 -23 Q1 29 12 35 65 14 50 2017* 2018* 2019 2020 Q1 2020 *Pre-IFRS16 figures CAPITAL EXPENDITURE EXCL. ACQUISITIONS Q1 2021 • • Q1 cash flow from operations decreased mainly due to changes in net working capital Net working capital increased compared to year-end mainly due to higher inventories and receivables. NWC was EUR 254 million end of March 2021 (EUR 197 million at end of 2020). 201 196 • 190 150 66 78 · 98 44 65 55 44 - 53 39 36 Q1 2021 capex lower due to timing of projects Capex estimated to be around EUR 200 million in 2021: Expansion of manufacturing facility in Uruguay to cater for UPM's upcoming pulp mill 59 53 65 73 27 7 21 7 14 6 - Mobile polymer plant to start production in H2 2021 9 2017 2018 2019 2020 Q1 2020 Q1 2021 Expansion Improvement Maintenance Kemira APRIL 27, 2021 INVESTOR PRESENTATION 19 61
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