Oil & Gas Market Recovery and Performance Update
Kemira in brief
LAST 12 MONTHS: REVENUE EUR 2,391 MILLION, OPERATIVE EBITDA EUR 431 MILLION,
OPERATIVE EBITDA MARGIN 18.0%, OPERATIVE ROCE 11.9%
10%
APAC
1. China
Korea
3. Indonesia
PRODUCTS
20% Other:
e.g. defoamers,
dispersants,
and biocides
15%
Sizing
and
strength
20%
Polymers
25% Bleaching
and pulping
O
20%
Coagulants
SEGMENT SPLIT
■40%
Industry & Water
#1 in
water
treatment
in NA and
Europe
GEOGRAPHIES
■60%
Pulp & Paper
35%
#2 globally
AMERICAS
2. South
O
#2 in friction reduction in North
American shale oil & gas
CUSTOMERS
Several thousand customers
TOP 10 customers are -25% of revenue
TOP 50 customers are ~50% of revenue
1. USA
2. Canada
3. Brazil
55%
EMEA
1. Finland
2. Sweden
3. UK
Revenue by geographies and product category represent FY 2020.
EXAMPLES OF
LARGEST CUSTOMERS
Municipalities, e.g.
Frankfurt, Berlin, New York,
Paris, Shanghai, Singapore
Klabin
storaenso
Kemira APRIL 27, 2021
INVESTOR PRESENTATION
INTERNATIONAL PAPER Schlumberger
BRENNTAG
UPM
Metsä HALLIBURTON
Chevron
Carlsberg
Note: Revenue by industry, product and geography rounded to the nearest 5%
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