Novonesis (NSIS) Investor presentation summary

Market opportunity and growth drivers

• Biosolutions market estimated at ~€60bn, with potential in the €1,000bn specialty chemicals & ingredients market.

• Structural shifts such as regulatory changes, population growth, and demand for fossil-free solutions are accelerating adoption.

• Key growth drivers include sustainable agriculture, clean label, reduced food waste, alternative proteins, and climate risk mitigation.

• Products reach over half the world's population, addressing needs in food, health, agriculture, textiles, and more.

Strategic pillars and financial targets

• Three pillars: grow the core, accelerate biosolutions market, and enhance distinctive position.

• Organic sales CAGR targeted at 6-9% through 2030.

• Adjusted EBITDA margin goal of ~39% and adjusted ROIC (excluding goodwill) of ~16% by 2030.

• Growth driven by innovation, market penetration, upselling, and new applications.

Innovation and technology platform

• Strong focus on customer centricity, innovation leadership, and world-class scale.

• Expanding technology platform with investments in bacteria, yeast, proteins, enzymes, and probiotics.

• Mastery in engineering and scaling up biological strains for diverse biosolutions.

• Over 200 late-stage innovation projects and 20% of revenue from products launched in the last 5 years.