Arkema (AKE) Investor presentation summary

Strategic vision and portfolio

• Aims to be a specialty materials leader, focusing on innovative and sustainable solutions for evolving customer needs.

• Portfolio is 92% specialty materials, with balanced exposure across adhesives, advanced materials, and coating solutions.

• Operates in 55 countries with 151 production sites and 17 R&D centers, supporting a global footprint.

• High R&D intensity, with over 1,800 researchers and 216 new patent applications in 2023, mostly related to sustainability.

Sustainability and CSR commitments

• Targets net-zero GHG emissions by 2050, with a 48.5% reduction by 2030 (Scopes 1+2) and 54% for Scope 3.

• Aims for 65% of sales to contribute to the UN SDGs by 2030 and 90% of sales to undergo life cycle assessment.

• Achieved a CDP A rating for climate change and MSCI A rating for ESG performance.

• Ongoing biodiversity initiatives and decarbonization of the coating value chain, with new ISCC+ certifications.

Growth drivers and investments

• Focuses on high-growth submarkets: green energy, electric mobility, advanced electronics, efficient buildings, and healthcare.

• Expects sales to grow from €9.5bn in 2023 to ~€12bn in 2028, with targeted organic sales CAGR three times the group average in key submarkets.

• Recent and upcoming investments (~€1.1bn CAPEX, €3bn combined EV) are nearly fully financed, with major projects in China, France, Singapore, and the US.

• Recent acquisitions include Ashland Performance Adhesives, PI Advanced Materials, and Dow's flexible packaging laminating adhesives.