Nexam Chemical (NEXAM) ABGSC Investor Days summary

Strategic focus and market positioning

• Emphasis on scaling up the recycling segment, with a robust pipeline and rapid sales growth exceeding 250% YoY in Q3 2025.

• Targeting high temperature, aesthetics, and lightweighting segments for diversified growth and stability.

• Recycling segment positioned as a key driver for future profitability and market expansion.

• Commercial strategy leverages patented additives to enable advanced recycled plastics applications.

• Addressable recycling market estimated at €16 billion, with a serviceable obtainable market of €70 million by 2030.

Financial performance and scalability

• Q3 2025 net sales reached SEK 45.5 million, with a margin of 46% and positive EBITDA despite a customer bankruptcy.

• Margins have stabilized between 45% and 50% from 2022 to 2025.

• Over 90% of sales are recurring, supporting predictable revenue streams.

• Operations are scalable, with the potential to double volume without significant cost increases.

• Three out of four business segments are profitable, with earnings reinvested in recycling growth.

Innovation, customer value, and IP

• Patented Reactive Recycling™ additives cover over 50% of global plastic volumes, supporting both polyolefins and PET.

• Additives enable cost-effective use of recycled plastics, reducing raw material costs by up to 30%.

• Customer case studies highlight significant quality and cost improvements using Nexamite R305.

• Strong IP portfolio and innovation capacity underpin competitive advantage and market differentiation.

• Early initiatives in biobased plastics and expansion in PET foam signal ongoing innovation.