Brain Biotech Ag · XETR:BNN
Brain Biotech — Investor Day (December 2024)
21 slides from Brain Biotech's investor day presentation, Dec 12, 2024
Slide 1: BRAIN Biotech AG – BRAIN CMD 2024
BRAIN Biotech AG Creating a #BiobasedFuture BRAIN CMD 2024 Adriaan Moelker, CEO BRAIN Biotech Group Strategy and Priorities our unique customer offering and five-year outlook Zwingenberg, December 12th, 2024 Since 2021 we have been committed to the UN Global Compact corporate responsibility initiati
Slide 2: Safe Harbor Statement
Safe Harbor Statement This document may contain forward-looking statements. These forward-looking statements are subject to risks and uncertainties, as they relate to future events and are based on current assumptions of the Company, which may not occur at all in the future or may not occur as assum
Slide 3: Agenda: Fifth Capital Markets Day BRAIN Biotech AG
Agenda: Fifth Capital Markets Day BRAIN Biotech AG BRAIN Biotech Group strategy and priorities. Our unique customer offering and 5-year outlook Adriaan Moelker, CEO BRAINBiocatalysts’ unique technology and production platforms Alexander Pelzer, VP R&D Andrew Ellis, VP Fermentation & Technology R&D s
Slide 4: Today's Key Messages
Today’s Key Messages BRAIN Biotech is well positioned for earnings growth Combination of BioProducts and BioScience Zwingenberg to form the growth segment BRAINBiocatalysts with Enzymes at its core Reduction of Group segments from three to two: BRAINBiocatalysts and BioIncubator Significantly
Slide 5: The World Is Facing Great Challenges
The World Is Facing Great Challenges Biotechnology can play a key role in many of them Energy & Environment Livestock farming Food security Planetary boundaries Creating a #BiobasedFuture © BRAIN Biotech AG Germany www.brain-biotech-group.com +49 (0) 6251-9331-0 5
Slide 6: The Use of Enzymes Enables Sustainable Food Production
The Use of Enzymes Enables Sustainable Food Production almost all commercial foods contain at least one ingredient produced with enzymes Food waste reduction Improved production times and yields Digestibility of plant proteins increasing the shelf life of food faster ripening & improved flavor Whey
Slide 7: Higher Sustainability of Industrial Production
Higher Sustainability of Industrial Production Biotechnology will be a key to success Materials will be more sustainable: Biomolecules will be produced: Performance & functional proteins APIs via biocatalysis Natural polymers Natural preservatives Biological recycling, e.g. Biogold and pla
Slide 8: Our Passion Is to Make a Difference: #BRAINimpact
Our Passion Is to Make a Difference: #BRAINimpact we create solutions that address several UN SDG’s in both our products and science businesses Food enzymes Life Science solutions Starch processing Dairy replacing proteins High-yield industrial (Beverage, Baking, Dairy) enzymes production microbes •
Slide 9: Introducing a New Combined Division
Introducing a New Combined Division covering products, research and contract manufacturing Creating a #BiobasedFuture © BRAIN Biotech AG Germany www.brain-biotech-group.com +49 (0) 6251-9331-0 9
Slide 10: Simplification & Focus: The New Organization
Simplification & Focus: The New Organization creating focus on the enzymes business and integrating our science Creating a #BiobasedFuture BioProducts BioIncubator Enzyme products, microorganisms & Projects & participations ingredients to create highly innovative solutions Incubator Projects Biotech
Slide 11: Focussed Business Organization With High Transparency
Focussed Business Organization With High Transparency two pillar operational structure plus active holding Creating a #BiobasedFuture BRAINBioIncubator Enzyme products, microorganisms & ingredients Projects & participations with highly innovative solutions BRAINBioIncubator Pipeline Projects Royalty
Slide 12: BRAIN Biotech Is a Solutions Provider Across the Enzyme Value Chain
BRAIN Biotech Is a Solutions Provider Across the Enzyme Value Chain integrated solutions as well as modular customer assistance for specific challenges Sales Formulation and Blending Production in industrial scale Bioprocess development Strain development Expression technology Microbial strains Disc
Slide 13: Our Unique Customer Offering: Enzyme Products, Contract Research and Manufacturing
Our Unique Customer Offering: Enzyme Products, Contract Research and Manufacturing we are the “Swiss army knife” solutions provider for specialized “White Biotech” challenges – Partnerships are key CRO Custom made solutions from discovery to production „TMS“ Shared technology; Products Discovery, en
Slide 14: BRAINBiocatalysts Accessible Market for Enzymes Alone is well over €2bn
BRAINBiocatalysts Accessible Market for Enzymes Alone is well over €2bn our target markets are large and our market share is still low single digit € million Accessible Enzymes Market sizes by Application (2024) 900 800 700 600 500 400 300 200 100 0 Fruit Juice, Wine Brewing Baking Dairy Specialitie
Slide 15: We Have a Strongly Diversified Customer Base
We Have a Strongly Diversified Customer Base we partner intensively with segment leaders • over half of large FMCG and flavour companies in our (food) space are active customers Multinationals n=10 • Science customers often multinationals ~ 20% of sales • typically regional leaders SMEs n= 100+ • ma
Slide 16: BRAINBiocatalysts Pipeline of New Enzymes is Worth More than €25m
BRAINBiocatalysts Pipeline of New Enzymes is Worth More than €25m – Even Risk Adjusted we have been building the own enzymes pipeline for four years. New products will drive growth and profitability Note: Risk adjustment factors were 95% for ideation, 50% for feasibilities, 25% for project, 5% for l
Slide 17: We Envision a Bigger Future With Bolt-on M&A
We Envision a Bigger Future With Bolt-on M&A our targets: grow fast, capture synergies, utilizing our technology and footprint Sales Revenue New Bolt-on Breatec Bolt-on: Baking Biosun Biocatalysts Bolt-on: USA Game-changer: Food and Pharma WeissBioTech The start: Organic Growth Starch and Beverages
Slide 18: Our BioIncubator Strategy Is Focused on Harvesting and Commercialization
BRAINBioIncubator Our BioIncubator Strategy Is Focused on Harvesting and Commercialization rNPV of the combined projects well over €100m BRAINBioIncubator Projects & participations with highly innovative solutions BRAINBioIncubator Pipeline Projects Royalty Pharma / deucrictibant Royalty Pharma/ P
Slide 19: BRAIN Biotech Is Unique: the Only Integrated Biosolutions & Bioproducts Company
BRAIN Biotech Is Unique: the Only Integrated Biosolutions & Bioproducts Company with our customer offering, no single company competes directly with us Wide Capability White Targeted Enzyme Focused Contract BioEconomy Biotech Leaders Specialists Biotechnology Manufacturing Companies “Products” “CRO”
Slide 20: Summary
Summary BRAIN is well positioned for earnings growth Passion Sustainability & Innovation E a Enabling a bio-based future r n Focus on innovation and leading in targeted areas i Partner with leaders in their fields n Top 10 global enzyme company Pipeline of new products is the basis for success
Slide 21: Thank you very much for your interest.
Thank you very much for your interest. BRAIN Biotech AG Darmstädter Straße 34−36 64673 Zwingenberg, Germany +49 (0) 6251-9331-0 www.brain-biotech-group.com Your contacts: Adriaan Moelker, CEO Martina Schuster, IR +49 (0) 6251-9331-69 [email protected] brainbiotechag BRAIN Biotech AG BRAIN Biotech