FY 2023 targets reaffirmed amidst uncertain markets and focus on implementation of sustainability strategy

– Investor Day summary
– Sustainability
– Other highlights
– Valuation and conclusion

Mixed performance amid challenging market    

– Profitability remains intact
– Outlook for FY2023e
– Valuation and conclusion

Broad-based growth across all divisions   

– Elevated levels of profitability  
– Outlook for FY2023
– Valuation and conclusion

Strong volumes and higher realizations lifts CPH’s profitability

– FY2022 guidance raised again with group EBIT guided above CHF 100 million

– Valuation and conclusion

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