energy
land & oceans
materials
CAPTURING PROFIT POOLS AS THE WORLD TRANSITIONSTO A NATURE-REGENERATIVE AND VALUE-PRESERVING MODEL
Universe
Overview:
Owns or manages >25 million acres of timberlands in North America.
Positioning:
Manufactures and distributes high-quality wood products including structural lumber and specialty products.
Growth drivers:
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.
WEYERHAUSER: GROWTH DRIVEN BY STRONG DEMAND
CARBON EMISSIONS
CARBON REMOVALS
CARBON STORAGE
2.3-3.6
mnmtCO2ein 2021
mnmtCO2ein 2021
bnmtCO2ein total
7.4
35
The world needs
The world needs
stored in our
less of this
more of this
forests
energy
land & oceans
materials
CAPTURING PROFIT POOLS AS THE ENERGY SYSTEM TRANSITIONSTO AN ELECTRIFIED MODEL
Universe
Overview:
Low-voltage electrical devices & systems, with a core portfolio of electrical infrastructure products. Almost half of its revenues come from renovation (vs. new build).
Positioning:
Leadership position in most segments and therefore better pricing power than average peer.
Growth drivers:
HSD revenue growth at const. FX (split roughly 60% organic / 40% bolt-on M&A as it consolidates a fragmented industry).
LEGRAND: GROWTH DRIVEN BY EXPANDING SEGMENTS
18
31
33
50
%
%
%
%
2015:
2020:
2021:
mid-term:
DATACENTRES
CONNECTED PRODUCTS
ENERGY EFFICIENCY
% 2021 group sales:
Growth since 2017:
% 2021 group sales:
Pene-tration in EU:
% 2021 group sales:
CO2 avoided 2014-21:
13
2
15
40
21
13
%
x
%
%
%
mnmton
energy
land & oceans
materials
CAPTURING PROFIT POOLS AS THE WORLD TRANSITIONSFROM OLD TO NEW FOOD SYSTEMS
Universe
Overview:
Ingredients for food, nutritional, pharmaceutical, and agriculture.
Positioning:
Leader in fermentation-driven and microbial products that enable transitions in food systems, facilite plant-based diets and reduce waste.
Growth drivers:
As consumers shift towards healthier lifestyles, they are increasingly looking for fermented foods and natural alternatives.
Regulation:
Longer conservation of food products. Consistent with goals of the EU Farm-to-Fork Strategy in reducing food waste.
CHRISTIAN HANSEN: GROWTH DRIVEN BY CONSUMER BEHAVIOUR
Revenue by segment
Gross revenue that contributes to UN Sustainable Development Goals
2021
2022
Food cultures and enzymes
Health and nutrition