Strategy and long-term ambition Thierry Le Hénaff, Chairman and CEO A strong and committed executive team Thierry Le Hénaff Marc Schuller Vincent Legros Christophe André Chairman and CEO Industrial Specialties Adhesives Advanced Materials and Coating Solutions Luc Benoit-Cattin Thierry Lemonnier Bernard Boyer Michel Delaborde Industry Finance Strategy Human Resources and Communication 3 CAPITAL MARKETS DAY 10-11 JULY, 2017 Strategy and execution exceptional value creation have led to over time A strong track record... Share of specialties Sales outside Europe EBITDA Free cash flow In % of sales In % of sales In €m In % of EBITDA 72% 64% 1,189 36% 43% 44% 355 20% 2006 22001166 2006 22001166 2006 22001166 2006 A2rk0e1m6a 5 CAPITAL MARKETS DAY 10-11 JULY, 2017 ... reflected in the share price evolution 2015-2016 share price evolution Market capitalization Share price evolution + (10-year performance) In €bn 100 7.1 95 +69% 90 Arkema (+250%) 85 80 x4.2 75 +17% 70 Peer*average 65 (+68%) +14% 60 1.7 CAC40 55 (-1%) 50 45 Jan.2015 Apr.2015 Jul.2015 Oct.2015 Jan.2016 Apr.2016 Jul.2016 Oct.2016 2006 22001166 (*) AkzoNobel, BASF, Clariant, DSM, Evonik, Lanxess, Solvay; 10-year performance excludes Evonik 6 CAPITAL MARKETS DAY 10-11 JULY, 2017 Main levers of transformation Organic growth Portfolio management Innovation, partnerships €3.7 bn sales acquired and geographic expansion €2.2 bn sales divested Productivity plans Lower capital intensity Reduction of working capital Offset 1/2 to 2/3 of inflation 5.6% of sales in 2016 14.5% in 2016 on fixed costs versus 8% at peak versus 23% in 2006 7 CAPITAL MARKETS DAY 10-11 JULY, 2017 Significant achievements since last Capital Markets Day... Malaysia New step in the attractive Further streamlining Expansion in Globalization of the adhesives and sealants market of the portfolio PVDF Kynar® Thiochemicals footprint Development of Bostik Divestments of activated carbons +25% production capacity Start and successful ramp-up and acquisition of and filter aids, of oxo-alcohols at Changshu in China of the €200 m Thiochemicals Den Braven and of Sunclear complex in Malaysia 8 CAPITAL MARKETS DAY 10-11 JULY, 2017 ... including a significant step-up in financials Sales EBITDA REBIT margin Free cash flow In €m In €m In % In €m 7.5 +426 +27% 1,189 9.7% +220bp 6.0 +52% x3 7.5% 784 +145 2014 22001166 2014 22001166 2014 22001166 2014 22001166 9 CAPITAL MARKETS DAY 10-11 JULY, 2017 Well on track with short-term (2017) and mid-term (2020) targets Main drivers 2014-2017 Main drivers 2017-2020 Completely consistent with announced roadmap Intermediate milestone to 2023 long-term ambition 1/3 organic growth, 1/3 M&A, 1/3 external environment Significant contribution of innovation in lightweighting, Further contribution of innovation in lightweighting, new energies and bio-materials new energies and bio-materials First benefits from new technology platforms in composites Acquisition and development of Bostik, 1st year of Den Braven and 3D printing, supported by PEKK and Sartomer capex New Thiochemicals platform in Malaysia Development of Den Braven including ≥€30 m synergies Internal measures and better pricing in fluorogases Further bolt-on acquisitions in adhesives including recently acquired CMP Gradual recovery of acrylic acid and MMA market at peak conditions Further expansion in Thiochemicals in Malaysia First benefits of Honfleur expansion of molecular sieves Full ramp-up of Honfleur expansion of molecular sieves Reminder of 2017 objective: Reminder of 2020 objectives: €1.3 bn EBITDA €10 bn sales and EBITDA margin close to 17% 10 CAPITAL MARKETS DAY 10-11 JULY, 2017