Menu Open language menu Search Home Company Investors Kemira as an investment Market overview 7/6/2021 Market overview Growth strategy Targeting above-the-market revenue growth (market growth estimate 2020-2026, CAGR: ~4-5%): Megatrend Impact How Kemira benefits from the megatrend, for example CHANGING DEMOGRAPHICS Growing middle-class and urbanization Higher use of water ane tissue Changing lifestyles with growth in e-commerce Higher use of packaging and board GROWING ENVIRONMENTAL AWARENESS More efficient use of scarce natural resources Chemicals to support circular economy needs Focus on biobased and recyclable materials for our customers Alternatives to fossil fuel based solutions Tightening environmental regulation Increased need for water treatment Climate change mitigation Increased need for water treatment Kemira provides expertise and tailored combinations of chemicals for water intensive industries. Kemira’s relevant market (EUR ~20 billion in 2020) estimated to grow to EUR 26 billion in 2026 (CAGR 4-5%). KEMIRA RELEVANT MARKET EUR billion Source: Management estimation based on various sources Pulp & Paper Kemira’s Pulp & Paper segment has unique expertise in applying chemicals and supporting pulp & paper producers to innovate and constantly improve their operational efficiency. Pulp & Paper market is expected to grow at 1-2% CAGR* Relevant target market around EUR 9 billion. Markets impacted by COVID-19 in the short term, long-term drivers remain solid *CAGR, compound annual growth rate Source: Management estimation based on various sources Demand drivers: Hardwood and softwood pulp demand increasing driven by growth of packaging needs (e-commerce, non-plastic solutions), growing tissue demand and lack of recycled fiber Demand increase continues for packaging, driven by online shopping, last-mile delivery, product safety and non-plastic solutions Growth in tissue demand driven by increasing wealth in emerging countries Ongoing digitalization of media drives decline of graphic paper demand Water link: Efficient utilization of water at the core of pulp and paper manufacturing. Energy consumption, product quality, process runnability and customers’ profitability depend on water efficiency. Main competitors: e.g. Solenis, Nouryon, Ecolab, SNF, Chemtrade, Solvay Industry & Water Industry & Water supports municipalities and water intensive industries in the efficient and sustainable utilization of resources. In water treatment, we help in optimizing every stage of the water cycle. In oil and gas applications, our chemistries enable improved yield from existing reserves and reduced water and energy use. Industry & Water market expected to grow at 5-6% CAGR* Relevant target market around EUR 18 billion. COVID-19 impact clear on shale, but remaining I&W business areas continue to be resilient short and long-term *CAGR, compound annual growth rate Source: Management estimation based on various sources Demand drivers: Higher demand for water driven by industrial growth and population growth More stringent discharge limits for waste water Better dewatering of sludge Phosphorus recovery Water reuse Water link: Focus on environmental regulations (waste water and reuse). Increased total process efficiency requirements for water intensive processes. Applications reducing costs, minimizing water consumption and increasing yield. Main competitors: Polymers: e.g. SNF, Solvay, Ecolab, Solenis Coagulants: mainly small local companies e.g.; Feralco, USalco, Chemtrade We use cookies to improve your experience on our website. Read more about our cookie policy and privacy statement. I AGREE Kemira Oyj Headquarters Energiakatu 4 P.O. Box 330 00101 Helsinki, Finland Tel. +358 10 8611 Fax. +358 10 862 1119 CONTACTS STAY UPDATED Subscribe to our Insights CONTACT Ask our expert LEGAL NOTICE COOKIE POLICY PRIVACY NOTICE CODE OF CONDUCT ACCESSIBILITY © Kemira 2021