Innovative solutions for key industries

Transcription

1 Picture: K Fair 2016 in Düsseldorf Raimar Jahn President Performance Materials Ludwigshafen March 30, 2017 Innovative solutions for key industries

2 Cautionary note regarding forward-looking statements This presentation contains forward-looking statements. These statements are based on current estimates and projections of BASF management and currently available information. Future statements are not guarantees of the future developments and results outlined therein. These are dependent on a number of factors; they involve various risks and uncertainties; and they are based on assumptions that may not prove to be accurate. Such factors include those discussed in the Opportunities and Risks Report from pages 111 to 118 of the BASF Report We do not assume any obligation to update the forward-looking statements contained in this presentation. 2

3 Functional Materials & Solutions Catalysts Construction Chemicals Coatings Performance Materials Sales 2016: 6.3 billion Sales 2016: 2.3 billion Sales 2016: 3.2 billion Sales 2016: 6.9 billion Mobile emissions catalysts Process catalysts Battery materials Precious metals trading Concrete admixtures Systems for residential and commercial construction Automotive OEM & refinish coatings Industrial coatings Decorative paint solutions Polyurethane systems Engineering plastics Biodegradable plastics Foams 3

4 Performance Materials combines the best of two worlds Plastics Foams Ultramid Ultradur Ultraform Ultrason ecovio / ecoflex Elastollan Styropor / Neopor Styrodur Infinergy Cellasto Basotect PU Systems 4

5 Clear customer focus, innovative solutions and regional presence drive our earnings growth Net sales by region* 2016 EBIT before special items (indexed) South America, Africa, Middle East 3% Asia Pacific 27% 6.9 billion Europe 47% North America 23% * By location of customer 5

6 We successfully manage a complex business 4,000 raw materials 92 production sites TPU 14,000 products ~ 7,000 employees #1 Cellasto PA 6 & 6.6 compounds Sales in 130 countries 11,000 customers PBT compounds 6

7 We focus on four target industries Consumer Industrial Construction Transportation Foams & plastics (shoes, furniture, appliances) Solutions for: Extrusion Solutions for: Residential Lightweight plastics (misc. applications) Biopolymers Electrical & Electronics Mechanical Engineering Commercial Infrastructure Simulation competence * Percent of total sales in

8 Verbund Example Intermediates and Performance Materials Glues & resins Downstream units Intermediates Methanol Formaldehyde POM** Natural gas Acetylene 1,4-Butanediol Tetrahydrofuran PolyTHF Thermoplastic PU PBT* gamma- Butyrolactone N-Methylpyrrolidone Pyrrolidones Engineering plastics Personal care products Vinylethers Other specialties * Polybutylene terephthalate ** Polyoxymethylene 8

9 Verbund Example Intermediates and Performance Materials Chemicals Downstream units Natural gas Acetylene 1,4-Butanediol Tetrahydrofuran PolyTHF Thermoplastic PU PBT* Engineering plastics * Polybutylene terephthalate 9

10 We focus on four target industries Consumer Industrial Construction Transportation 10

11 Consumer Infinergy sets new standards for running shoes Strong increase in global demand for E-TPU Variety of applications beyond running shoes Production capacity increase to follow global demand: Demand for Infinergy TPU expansion in Lemförde, Germany 2014 New TPU plant in Shanghai, China 2015 TPU production upgrade in Wyandotte, Michigan 2015 New TPU plant in Lemförde, Germany

12 Consumer BASF creates opportunities for differentiation Spray coating technology launched in 2016 Source: adidas Design freedom supports benchmark position of the adidas boost High market potential for colored soles Fully automized production in the adidas Speedfactory 12

13 We focus on four target industries Consumer Industrial Construction Transportation 13

14 Industrial Our products push performance in E&E applications Flame retardancy Miniaturization Decreased wall thickness Increasing energy distribution Base made of flame-retardant Ultramid Design cover made of Ultradur due to its printability and good flowability for injection molding 14

15 Industrial We prepare for growth Market development for E&E PBT applications Volumes (thousand metric tons) Sales (million US$) CAGR CAGR 4.9% 5.3% Capacity expansion for PA & PBT compounding in Schwarzheide, Germany Additional 70,000 metric tons per year 15

16 Industrial Our materials are the products of choice TPU charging cables for better durability stain resistance Many opportunities in consumer electronics Substitution of dominant materials such as glass and magnesium offer large potential 16

17 We focus on four target industries Consumer Industrial Construction Transportation 17

18 Construction Slentex sets new standards for high-performance insulation Inorganic aerogel material, initially designed for use in space suits Low lambda value of 19mW/m K allows very slim composite systems for thermal insulation Non-flammable 18

19 Construction aspen aerogels and BASF have strengthened their partnership Partnership Leading aerogel technology Diversification Growth Technical expertise Market knowledge Sales channels 19

20 Construction Market development of high-performance insulation boards Market development in Germany, United Kingdom and France (m 3 ) 300, , , Slentite pilot plant, Lemförde Source: B+L external market study HPI

21 Construction Utility poles made of BASF s PU composites could withstand the typhoon Rammasun in China High bending strength and wind resistance 75% lighter than concrete for easier installation Material know-how and filament winding competence Forward integration through toll manufacturing Standard material BASF PU composites 21

22 We focus on four target industries Consumer Industrial Construction Transportation 22

23 Transportation We provide integrated solutions for outstanding performance Ultramid material competence Cellasto automotive experience Ultrasim simulation expertise 23

24 Transportation Simulation of existing applications and beyond with Ultrasim Volkswagen front-end carrier Golf, Passat, Sharan 24

25 Transportation Simulation of existing applications and beyond with Ultrasim Volkswagen front-end carrier Golf, Passat, Sharan Ultrasim model 25

26 Transportation Simulation of existing applications and beyond with Ultrasim BMW X1 dashboard Developed with Yanfeng 26

27 Transportation Simulation of existing applications and beyond with Ultrasim BMW X1 dashboard Developed with Yanfeng Ultrasim model 27

28 Transportation Our customers appreciate our support and they show it Premium Supplier Award Faurecia Supplier Excellence Award Eaton Supplier of the Year Yanfeng 28

29 Transportation Our strong R&D pipeline makes us the supplier of choice Translucent polyamide Design elements in shoes and furniture Ambient lighting in cars New polymer grades (HTPA, PPA) High usage temperature Outstanding chemical resistance We forecast high market growth 29

30 We are taking customer collaboration to the next level Expertise in materials, trends, design, processing, and simulation all under one roof! 30

31 31 BASF Investor Day 2015 Keynote speech 31