Evonik Industries (EVK) Investor update summary

Strategic innovation and resilience

• Emphasis on resilience as a core capability, enabling adaptation to global uncertainties and supply chain disruptions.

• Innovation is tightly linked to sustainability, with a focus on transforming the product portfolio for superior sustainability profiles.

• Next Generation Solutions revenue share increased from 45% to 48% between 2024 and 2025.

• Three Innovation Growth Areas identified: advanced precision biosolutions, accelerating energy transition, and enabling circular economy, targeting €1.5 billion additional revenue by 2032.

• R&D spending remained stable at 3% of sales, or €418 million, with 82% embedded in business units.

Organizational transformation and innovation process

• RD&I organization restructured to increase impact, with two-thirds of researchers now working directly in business lines for faster, market-oriented development.

• Group innovation focuses on long-term topics and cross-business expertise, such as the Biotech Hub and analytics.

• The Evonik Innovation Factory accelerates the transition from lab to market, focusing on the three Innovation Growth Areas.

• Combinatorial innovation is prioritized, leveraging partnerships across disciplines and geographies.

• International innovation hubs established in Boston, Singapore, and Mumbai to enhance market proximity and learning.

Key innovation cases

• Ecobiol PRO, a probiotic for poultry, reduces antibiotic use and improves survival rates, addressing antibiotic resistance and supporting the One Health approach.

• DURAION anion exchange membrane (AEM) enables cost-efficient green hydrogen production, with a pilot plant supporting large-scale manufacturing.

• Pyrolysis oil purification systems (Purocel, Rocket System) enable chemical recycling of plastics, supporting circular economy and compliance with new regulations.