Arcadis Nv · EURONEXT:ARCAD
Arcadis Nv — BofA Fireside Chat November 2024
22 slides from Arcadis Nv's conference presentation, November 2024
Slide 1: Global PFAS Leader
Arcadis Global PFAS Leader BofA Fireside Chat November 2024 © Arcadis 2024 | Arcadis Investor Relations PFAS Update 1
Slide 2: Part 1: Introduction to PFAS
PART 1 Introduction to PFAS Christine Disch Global Investor Relations Director © Arcadis 2024 | Arcadis Q3 2024 Trading Update 2 2
Slide 3: Introduction to PFAS: The Forever Chemical adopted across sectors
Introduction to PFAS The Forever Chemical adopted across sectors • Per- and poly-Fluoro- Examples of sectors Alkyl Substances Consumer goods • 10,000 human-made, toxic chemicals • Water, grease, dirt and dust repellent Food packaging • Withstand heat well • A well known PFAS = Teflon Industrials Aer
Slide 4: The regulatory landscape: litigation and liabilities growing
The regulatory landscape Highly persistent and toxic with huge environmental and health liabilities…societal awareness and litigation growing 3M settles lawsuits with multi-billion-dollar payment to many US public drinking water systems Dutch court rules Chemours liable for environmental damage caus
Slide 5: Tightening regulations in US and EU, driving significant investments
The regulatory landscape Tightening regulations in US and EU, driving significant investments across sectors Apr’24 Sep’24 Sep’24 Ongoing First national PFAS reporting Ban on use of 2 Restriction on limits on PFAS on historical PFAS groups in the entire in drinking production consumer PFAS group wat
Slide 6: Part 2: Arcadis PFAS offering
PART 2 Arcadis PFAS offering © Arcadis 2024 | Arcadis Q3 2024 Trading Update 6 6
Slide 7: Arcadis: Global PFAS Leader
Arcadis PFAS Key Highlights Arcadis: Global PFAS Leader >20 ~€100M 80% >1000 years of Net Revenues of PFAS net revenues PFAS project experience 20% CAGR1) generated in sites to date North America 1) Net Revenues for full year 2023, and CAGR since 2015 © Arcadis 2024 | Arcadis Investor Relations PFAS
Slide 8: Arcadis: key clients and services
Arcadis PFAS Key Highlights Arcadis: key clients and services Revenue split Key clients Revenue split per client type per services Public US Army, US Airforce, Advisory, US Army Corps of assessment Public and foam Engineers, Private transition UK DIO, Dutch Air Force, NATO, German Army Remediation a
Slide 9: At the forefront of a global effort to evaluate and remediate impacted sites
Arcadis PFAS Offering At the forefront of a global effort to evaluate and remediate impacted sites and environments Arcadis Net Revenue drivers Advisory & mapping Field assessment Remediation Destruction options Scanning, assessing and Locating and determining Soil and water treatment: Incineration
Slide 10: Why clients choose Arcadis
Arcadis’ differentiating Why clients choose Arcadis 1 2 3 PFAS innovation Global know-how, Integrated leader: patented thought leadership approach products © Arcadis 2024 | Arcadis Investor Relations PFAS Update 10
Slide 11: Recent market developments: what are we seeing in pipeline?
Arcadis PFAS Offering Recent market developments: what are we seeing in pipeline? 1 2 3 PFAS and Water Industrials (water) R&D spend aimed at sector and market taking off PFAS destruction converging 5% Global Market Size by 2026 estimated at $160B 14% 29% Remediation - Industrial Remediation - Feder
Slide 12: Q&A
Q&A Jeff Christine Burdick Disch Global Director Global Investor for Environmental Relations Director Restoration This presentation is available at arcadis.com/en/investors. Please reach out to Arcadis Investor Relations for further queries: [email protected] © Arcadis 2024 | Arcadis Investor Relations
Slide 13: Appendix
Appendix © Arcadis 2024 | Arcadis Investor Relations PFAS Update 13
Slide 14: Global know-how & thought leadership
Why clients choose Arcadis 1 Proofpoint Global know- how & thought leadership Assisting the Dutch Government to A solid scientific, global build a concise PFAS action community, driving regulations and solutions framework and treatment strategy 14
Slide 15: PFAS innovation leader
Why clients choose Arcadis 2 Proofpoint PFAS Patented solutions: HRX Well , innovation Fluoro Fighter , Sentinel leader Passive Sampler Developing products and techniques in-house and through partnerships Exclusive patenting rights from Evocra 15
Slide 16: Integrated approach
Why clients choose Arcadis 3 Proofpoint Integrated Serving large clients with multiple approach sites such as US Army and US Combining advisory, engineering skills, Army National Guard environmental science and policy Integrated offering with Arcadis Water Optimization solutions 16
Slide 17: Unique PFAS solutions for remediating water
Project Example 1 Patented Ozone Fractionation Technology successfully removes PFAS from industrial sewer and storm water Unique PFAS Impact: Reducing PFAS to concentrate volume of less than 1% of the solutions for original impacted volume, major water management cost savings for the client. remedia
Slide 18: Unique PFAS solutions for firefighting foam transition
Project Example 2 Providing essential environmental studies and remediation services of hazardous waste and munition response site Unique PFAS Impact: Support safeguarding the health and safety of both the US Army's personnel and the installations’ surrounding communities. solutions for firefighting
Slide 19: Combining expertise with in-house digital tools for advisory
1. Field assessment 2. Water & soil 3. Firefighting foam 4. Advisory and and investigation treatment transition litigation support Arcadis PFAS Offering Combining expertise of Arcadis global network of specialists with in-house developed digital tools to offer best in class advisory PFAS Vulnerabili
Slide 20: Innovative solutions for accurate low-cost PFAS assessment
1. Field assessment 2. Water & soil 3. Firefighting foam 4. Advisory and and investigation treatment transition litigation support Arcadis PFAS Offering Innovative solutions for accurate low-cost PFAS assessment The Sentinel Passive Sampler for PFAS Solution Water sampling and assessment Clients Fed
Slide 21: Pioneering in water treatment technology through patented solutions
1. Field assessment 2. Water & soil 3. Firefighting foam 4. Advisory and and investigation treatment transition litigation support Arcadis PFAS Offering Pioneering in water treatment technology through patented solutions and collaboration across industry leaders Horizontal Treatment Well PFAS Destru
Slide 22: Patented biodegradable solution for foam transition
1. Field assessment 2. Water & soil 3. Firefighting foam 4. Advisory and and investigation treatment transition litigation support Arcadis PFAS Offering Patented biodegradable solution for foam transition Fluoro Fighter Solution Firefighting foam transition (cleaning phase) Clients Airports, defense