Rising demand for products in the Chemistry division to drive future growth  

• Chemistry division to provide the next leg of growth
• Structural megatrends to drive long-term growth
• Broad-based revenue growth across all divisions in 1H2022
• Valuation and conclusion

Broad-based growth across all divisions 

– Better volumes and realizations of price increases lift profitability
– Segmental performance
– Cautious outlook for FY2022
– Valuation and conclusion

Recovery in all divisions led by higher price realization

• Profit guidance raised for FY2022

• Valuation and conclusion

Recovery in all divisions to drive overall growth    

• The top-line performance was weighed by impairment charges    

• Segmental performance

• Encouraging outlook for FY2022

• Valuation and conclusion

Capex plans in place to tap emerging opportunities    

– Chemistry and Packaging divisions continue to perform well  
– Cautious outlook for 2021
– Valuation and conclusion

CPH to undertake expansion at Chemistry division

– Expansion in lithium molecular sieves capacity to tap the demand for portable oxygen concentrators
– Purmol capacity expansion to tap new and existing growing applications
– Investment program
– Valuation and conclusion

Packaging division at the forefront of the way forward  
– Packaging Division to provide the next leg of growth
– Reaping benefits from the successful implementation of the long-term strategy
– Outlook
– Valuation and conclusion

Diversification helped tide over adversities 

– Sound operating performance amidst a harsh environment
– Segmental performance
– Estimate changes
– Valuation and conclusion

CPH to merge with Uetikon Industrieholding AG

– Higher free float may aid rerating
– Estimates unchanged
– Valuation and conclusion

Adjustments to FY20 earnings outlook

– CPH Group to benefit from significant one-off effects
– Valuation and conclusion