Capturing profit pools as the energy system transitions
to an electrified model
18
2015:
energy
land & oceans
materials
Universe
Low-voltage electrical devices & systems, with a core portfolio of electrical infrastructure products. Almost half of its revenues come from renovation (vs. new build).
Overview:
HSD revenue growth at const. FX (split roughly 60% organic / 40% bolt-on M&A as it consolidates a fragmented industry).
Growth drivers:
Leadership position in most segments and therefore better pricing power than average peer.
Positioning:
Legrand: growth driven by expanding segments
%
2020:
31
%
2021:
33
%
mid-term:
50
%
Datacentres
Growth since 2017:
2
x
% 2021 group sales:
13
%
Connected products
Pene-tration
in EU:
40
%
% 2021 group sales:
15
%
Energy efficiency
CO2 avoided 2014-21:
13
mn
mton
% 2021 group sales:
21
%
energy
land & oceans
materials
Longer conservation of food products. Consistent with goals of the EU Farm-to-Fork Strategy in reducing food waste.
Regulation:
Leader in fermentation-driven and microbial products that enable transitions in food systems, facilite plant-based diets and reduce waste.
Positioning:
Ingredients for food, nutritional, pharmaceutical, and agriculture.
Overview:
Universe
Health and nutrition
Revenue by segment
Capturing profit pools as the world transitions
from old to new food systems
Christian Hansen: growth driven by consumer behaviour
As consumers shift towards healthier lifestyles, they are increasingly looking for fermented foods and natural alternatives.
Growth drivers:
2022
2021
Food cultures and enzymes
Gross revenue that contributes to
UN Sustainable Development Goals
energy
land & oceans
materials
Timberland holdings in attractive markets should continue to generate relatively consistent cash flows, supported by strong demand. Scale and experience have enabled the company to be a high margin producer in most markets.
Growth drivers:
Manufactures and distributes high-quality wood products including structural lumber and specialty products.
Positioning:
Owns or manages >25 million acres of timberlands in North America.
Overview:
Universe
Capturing profit pools as the world transitions
to a nature-regenerative and value-preserving model
Weyerhauser: growth driven by strong demand
Carbon emissions
less of this
7.4
mn
mtCO2e
in 2021
The world needs
Carbon removals
more of this
The world needs
35
mn
mtCO2e
in 2021
Carbon storage
forests
stored in our
2.3-
3.6
bn
mtCO2e
in total
