Veolia Environnement (VIE) investor relations material

Strategic Innovation and Environmental Security

• €1bn dedicated to R&D and innovation under the GreenUp plan (2024–2027), with over 4,600 patents and 26 research labs worldwide, including a new chip manufacturing lab in Singapore opening in 2026.

• Proprietary technologies and global R&D investment focus on securing water, energy, and minerals, with solutions addressing water security, circular economy, and pollution treatment.

• Partnerships with start-ups, universities, and major tech firms foster innovation ecosystems and local adaptation.

• Data and AI are central, leveraging decades of operational data for rapid crisis response and efficiency improvements.

• Ambition to achieve €1bn revenue each from PFAS/new pollutants treatment and AI industries by 2030, with 50% operational efficiencies driven by AI and digital.

Growth in AI, Data Centers, and Microelectronics

• Launch of Data Center Resource 360 aims to reduce water footprint by up to 75% and reuse up to 20% of energy in data centers.

• Revenue from AI industries, data centers, and chip factories grew from €410m in 2022 to €560m in 2025, targeting €1bn by 2030.

• Partnerships with hyperscalers (AWS) and major chip manufacturers (Micron, TSMC, Intel) drive growth and innovation.

• Proprietary technologies for ultrapure water, chemical regeneration, hazardous waste treatment, and materials recovery support industry growth.

• Data center and chip manufacturing sectors face resource constraints, addressed by new offers and circular economy initiatives.

Operational Efficiency and Digital Transformation

• Digital and AI-driven efficiencies rose from 10% of operational gains in 2023 to 23% in 2025, targeting 50% by 2030.

• Proprietary AI tools like Talk to My Plant optimize operations, maintenance, and resource use, delivering significant cost and energy savings.

• Internal Gen AI platform (Veolia Secure GPT/SecureGPT) reaches 90,000 daily users, supporting process optimization and employee upskilling, with full training by 2027.

• AI-powered solutions improve customer service, pricing, plant maintenance, and resource management.

• AI and digital efficiencies contributed €60m in 2025, with plans to double by 2030 and retention rates for efficiency gains targeted at 30–50%.