Investor Presentaiton
STRATEGIC SUSTAINABLE MARKETS
CHEMICALS AS KEY ENABLER
Evolution of sustainable chem market for priority applications | ~B€
2022-
150
2030F
28
Trad. chem
(135)
Sust. chem
(bio / circular)
(15)
9 high potential
applications
(only selected geo)
15%
CAGR
40
40
India (sub-set)
40
Agri plastics
Footwear poly.
W&C insulation
EBITDA %
25
20
20
Agri crop
30
EU
Cars polymers
15
Fibers for
15
apparel
Elastomers for
10
tires
NA
Food
packaging
15
Sustainable chem
addressable mkt
(only bio/circular)
By geo
(selected)
By application
Profitability
OUTSIDE-IN VIEW ON SUSTAINABLE CHEM MARKET: ~40 B€ BY '30
COMPETITIVE LANDSCAPE
DUAL APPROACH TOWARDS
SUSTAINABLE CHEM: SPECIALIZATION
VS. "NEW CORE"
INCREASE FOCUS ON SPECIALIZATION
REINFORCE/TRANSFORM CORE
BUSINESS
M&A AND PARTNERSHIPS
>100 DEALS, GROWING PARTNERSHIPS
ACQUIRE NEW KEY CAPABILITIES
SECURE FEEDSTOCK & OFF-TAKE
GROWING INNOVATION
>2B€ RAISED BY START-UPS
ACCELERATE ON TECH INNOVATION
CAPITALIZE ON EMERGING SEGMENTSView entire presentation