Innovative solutions for key industries - BASF USA - Home · · 2017-04-04Base made of flame-retardant Ultramid ... Performance Materials, March 30, 2017 15 Industrial 2014 2020

Picture: K Fair 2016 in Düsseldorf

Raimar Jahn President

Performance Materials

Ludwigshafen

March 30, 2017

Innovative solutions for key industries

2Performance Materials, March 30, 2017

This presentation contains forward-looking statements. These statements are based on current

estimates and projections of BASF management and currently available information. Future

statements are not guarantees of the future developments and results outlined therein. These are

dependent on a number of factors; they involve various risks and uncertainties; and they are based

on assumptions that may not prove to be accurate. Such factors include those discussed in the

Opportunities and Risks Report from pages 111 to 118 of the BASF Report 2016. We do not assume

any obligation to update the forward-looking statements contained in this presentation.

Cautionary note regarding

forward-looking statements


Performance MaterialsCatalysts

Sales 2016:

€6.3 billion

Mobile emissions

catalysts

Process catalysts

Battery materials

Precious metals trading

Sales 2016:

€3.2 billion

Sales 2016:

€6.9 billion

Automotive OEM &

refinish coatings

Industrial coatings

Decorative paint solutions

Polyurethane systems

Engineering plastics

Biodegradable plastics

Foams

Coatings

Functional Materials & Solutions

Sales 2016:

€2.3 billion

Concrete admixtures

Systems for residential

and commercial

construction

Construction Chemicals


Plastics Foams

Ultramid®

Ultradur®

Ultraform®

Ultrason®

ecovio® / ecoflex®

Elastollan®

Styropor® / Neopor®

Styrodur®

Infinergy®

Cellasto®

Basotect®

PU Systems

Performance Materials combines the best of two worlds

5Performance Materials, March 30, 2017 * By location of customer

North America

23%

South America, Africa,

Middle East

3%

Europe

47%

Asia Pacific

27%

EBIT before special items

(indexed)

50

100

150

200

250

300

2012 2013 2014 2015 2016

€6.9 billion

Net sales by region* 2016

Clear customer focus, innovative solutions and regional

presence drive our earnings growth


14,000

products

4,000

raw materials

Sales in

130 countries

11,000

customers

~ 7,000

employees

92

production sites TPU

#1 PBT compounds

Cellasto®

PA 6 & 6.6 compounds

We successfully manage a complex business


ConstructionConsumer TransportationIndustrial

* Percent of total sales in 2016

Foams & plastics (shoes,

furniture, appliances)

Biopolymers

Solutions for:

Residential

Commercial

Infrastructure

Solutions for:

Extrusion

Electrical & Electronics

Mechanical Engineering

Lightweight plastics

(misc. applications)

Simulation

competence

We focus on four target industries


Verbund Example

Intermediates and Performance Materials

* Polybutylene terephthalate ** Polyoxymethylene

Natural gas

MethanolForm-

aldehyde

1,4-ButanediolTetra-

hydrofuranPolyTHF®

POM**

Glues & resins

gamma-Butyrolactone

N-Methyl-pyrrolidone

Pyrrolidones

PBT*Engineering

plastics

Thermoplastic PU

Personal care products

Intermediates

Acetylene

Downstream units

Other specialtiesVinylethers


Natural gas 1,4-ButanediolTetra-

hydrofuranPolyTHF®

PBT*Engineering

plastics

Thermoplastic PU

Chemicals

Acetylene

Downstream units

* Polybutylene terephthalate

Verbund Example

Intermediates and Performance Materials


Consumer Industrial TransportationConstruction



Strong increase in global demand

for E-TPU

Variety of applications beyond

running shoes

Production capacity increase to

follow global demand:

– TPU expansion in

Lemförde, Germany 2014

– New TPU plant in

Shanghai, China 2015

– TPU production upgrade in

Wyandotte, Michigan 2015

– New TPU plant in

Lemförde, Germany 2017

Consumer

Infinergy® sets new standards for running shoes

2013 2015 2017 2019 2021

Demand for Infinergy®


Spray coating technology launched in 2016

Design freedom supports benchmark position of the adidas boost™

High market potential for colored soles

Fully automized production in the adidas Speedfactory

Consumer

BASF creates opportunities for differentiation

Source: adidas





Flame retardancy

Miniaturization

Decreased wall thickness

Increasing energy distribution

Industrial

Our products push performance in E&E applications

Base made of flame-retardant Ultramid®

Design cover made of Ultradur® due to its

printability and good flowability for injection molding


Industrial

2014 20202014 2020

Market development for E&E PBT applications

Volumes

(thousand metric tons)

Sales

(million US$)

CAGR

4.9%

CAGR

5.3%

We prepare for growth

Capacity expansion for PA & PBT

compounding in Schwarzheide, Germany

Additional 70,000 metric tons per year


TPU charging cables for

– better durability

– stain resistance

Industrial

Our materials are the products of choice

Many opportunities in consumer electronics

Substitution of dominant materials such as glass and

magnesium offer large potential





Inorganic aerogel material, initially designed for use in space suits

Low lambda value of ≤19mW/m • K allows very slim composite systems for thermal insulation

Non-flammable

Construction

Slentex® sets new standards for high-performance

insulation


Construction

Leading aerogel technology

Diversification

Growth

Partnership

Technical expertise

Market knowledge

Sales channels

aspen aerogels® and BASF have strengthened

their partnership


2015 2020 2025

Source: B+L external market study HPI 2013

Construction

Market development in Germany, United Kingdom and France

(m3)

Market development of high-performance insulation boards

300,000

200,000

100,000

Slentite pilot plant, Lemförde


High bending strength and wind

resistance

75% lighter than concrete for

easier installation

Material know-how and filament

winding competence

Forward integration through toll

manufacturing

Construction

BASF PU compositesStandard material

Utility poles made of BASF’s PU composites

could withstand the typhoon Rammasun in China





Ultrasim®

simulation expertise

Transportation

We provide integrated solutions for outstanding

performance

Ultramid®

material competence

Cellasto®

automotive experience


Volkswagen front-end carrier

Golf, Passat, Sharan

Transportation

Simulation of existing applications and

beyond with Ultrasim®


Transportation

Ultrasim® model



Volkswagen front-end carrier

Golf, Passat, Sharan


Transportation

BMW X1 dashboard

Developed with Yanfeng




Transportation

BMW X1 dashboard

Developed with Yanfeng

Ultrasim® model




Transportation

Premium Supplier Award

Faurecia

Supplier Excellence Award

Eaton

Supplier of the Year

Yanfeng

Our customers appreciate our support and they show it


Translucent polyamide

Design elements in shoes and furniture

Ambient lighting in cars

Transportation

New polymer grades (HTPA, PPA)

High usage temperature

Outstanding chemical resistance

We forecast high market growth

Our strong R&D pipeline makes us the supplier of choice


Expertise in materials, trends, design, processing, and simulation – all under one roof!

We are taking customer collaboration to the next level

31Performance Materials, March 30, 2017BASF Investor Day 2015 – Keynote speech 31

Innovative solutions for key industries - BASF USA - Home · · 2017-04-04Base made of flame-retardant Ultramid ... Performance Materials, March 30, 2017 15 Industrial 2014 2020

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