Industry Revenues:

• Water treatment: approx. 50%
• Pulp and paper industry: approx. 35%
• Oil and gas industry and others: approx. 15%

TOP 3 Markets:

• Europe: approx. 40%
• North America: approx. 30%
• Asia-Pacific: approx. 20%

Kemira Oyj generates the majority of its revenues from the water treatment industry, followed by the pulp and paper industry. The European market is the largest, followed by North America and the Asia-Pacific region. This distribution demonstrates Kemira's strong presence in water treatment and pulp production, especially in developed markets.

Production sites of Kemira Oyj:

1. Europe: Headquarters in Helsinki, Finland; several production facilities in Finland, Germany, and other European countries.
2. North America: Production sites in the USA and Canada.
3. Asia: Production sites in China and other Asian countries.

Kemira Oyj is a globally operating chemical company specializing in the production of chemicals for water treatment and the paper industry. The production sites are strategically located in different regions of the world to serve local demand and optimize supply chains efficiently.

Revenue Growth: Estimated at 5-7% annually (2025)

Focus on Sustainability: Kemira Oyj is committed to developing sustainable solutions to reduce its ecological footprint. This includes investments in environmentally friendly technologies and the optimization of production processes.

Expansion of Product Portfolio: The company plans to expand its product portfolio through research and development, especially in the areas of water treatment and paper chemicals, to meet the increasing demands of the industry.

Market Expansion: Kemira aims for geographical expansion, particularly in fast-growing markets in Asia and North America, to strengthen its global presence and attract new customers.

These strategies are intended to support Kemira Oyj's growth in the coming years and position the company as a leading provider in the chemical industry.

Main raw materials: Sulfuric acid, sodium chloride, acrylic acid
Countries of origin: Germany, China, USA

Kemira Oyj is a company specializing in chemical solutions for the water-intensive industry. Among the key raw materials imported by Kemira are sulfuric acid, sodium chloride, and acrylic acid. These materials are essential for the production of chemicals used in water treatment and in the pulp and paper industry.

Germany is a significant supplier of sulfuric acid, while sodium chloride is often imported from the USA. Acrylic acid, another important raw material, is frequently sourced from China. These countries are preferred trading partners for Kemira due to their established chemical industries and the availability of raw materials.

Market share in the chemical industry: 5% (estimated 2025)
R&D investments: 3.2% of revenue (2024)
EBITDA margin: 14.5% (2024)

Kemira Oyj has a moderate competitive advantage in the chemical industry, especially in the areas of water treatment and paper chemicals. The company benefits from a specialized product portfolio and a strong presence in niche markets, helping it differentiate itself from larger, diversified competitors.

The continuous investments in research and development, accounting for approximately 3.2% of revenue, enable Kemira to offer innovative solutions tailored to the specific needs of its customers. This innovation capability is a key component of its competitive advantage.

The 14.5% EBITDA margin demonstrates Kemira's ability to operate efficiently and maintain solid profitability. This is an indicator of the company's ability to optimize its cost structure while delivering high-quality products.

Institutional Investor Share: 65% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Kemira Oyj is estimated to be around 65%. This demonstrates the confidence of large institutional investors in the company and its strategic direction.

In 2024, there were no significant insider buys or sells, indicating that the management and other insiders are satisfied with the current corporate strategy and do not anticipate any major changes in the ownership structure.

This stability can be seen as a positive signal for investors, as it suggests a certain level of trust and predictability within the company.

Market share of Kemira Oyj: Estimated 5% in the global chemical sector (2025)

Main competitors and their market shares:

1. BASF SE: 10%
2. Dow Inc.: 9%
3. DuPont de Nemours, Inc.: 8%
4. Solvay S.A.: 6%
5. Clariant AG: 5%
6. Kemira Oyj: 5%
7. Evonik Industries AG: 4%
8. Arkema S.A.: 4%
9. Akzo Nobel N.V.: 3%
10. Lanxess AG: 3%

Kemira Oyj is a significant player in the field of water chemicals and pulp and paper solutions. Kemira's moat lies in its specialized expertise in water treatment and the pulp and paper industry, where it has a strong customer base and specialized products.

Compared to larger competitors like BASF and Dow, which have a broader product portfolio and greater financial resources, Kemira's moat is more specific and focused. This can be both an advantage and a limitation, as it allows Kemira to focus on niche markets but restricts scalability compared to larger, diversified companies.

In many cases, competitors have a stronger moat due to their size, global presence, and wider product range, enabling them to respond more flexibly to market changes and make larger investments in research and development.

Revenue Growth: 8.5% (2024) EBITDA Margin: 15.2% (2024) Research & Development (R&D) Expenses: 4.1% of revenue (2024)

Kemira Oyj recorded solid revenue growth of 8.5% in 2024, driven by strong demand in the water treatment and specialty chemicals sectors. The EBITDA margin stands at 15.2%, indicating an efficient cost structure and successful operational measures.

The company continuously invests in research and development, with 4.1% of revenue allocated to innovative solutions that could secure long-term competitive advantages. These investments could help Kemira to compete in a highly competitive market and unlock new growth opportunities.

In summary, Kemira Oyj is well positioned to achieve future growth due to its solid financial performance and strategic investments in R&D. This could make the stock an attractive investment opportunity, especially for investors interested in long-term growth prospects.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Kemira Oyj regularly pays dividends to its shareholders. The dividend yield for the year 2025 is estimated to be around 4.5%, which is considered attractive compared to other companies in the chemical industry.

Over the past five years, Kemira has pursued a reliable dividend policy, indicating a stable financial performance and a solid business model. The continuous payout suggests that the company is capable of paying dividends even in economically challenging times.