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▶ 0:50 · $NVZMY · Novonesis CEO outlines $1T specialty chemicals disruption via bio-solutions with 37% EBITDA margins
episode briefing
In Good Company with Nicolai Tangen

Ester Baiget - CEO of Novonesis | Podcast | In Good Company | Norges Bank Investment Management

2025-11-12 · 2 company · 5 thematic
sentiment
2 bull0 bear0 neu
speakers
ester baiget

CEO of Novonesis (merged Chr. Hansen and Novozymes), previously spent 25 years at DSM in chemicals. Chemical engineer with MBA, Spanish/Catalan leading a Danish-headquartered global bio-solutions company. Focused on replacing fossil-based chemicals with nature-based alternatives via enzymes and microbes.

nicolai tangen

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

quote
“We are the leading bio solutions company. We silently touch with our enzymes with our microbes more than two billion people every day... the biosolution market it is um 60 billion market... specialty chemicals market which is a trillion do…”
—ester baiget
now playing · $NVZMY
$NVZMY···bullish· high· posnicolai tangen
Norges Bank holds 2.5% stake in Novonesis worth $700M as core bio-solutions play
Norges Bank Investment Management owns 2.5% of Novonesis ($700M+), viewing it as a leading bio-solutions company replacing fossil-based chemicals with nature-based alternatives ac…
$NVZMY···bullish· high· posester baiget
Novonesis CEO outlines $1T specialty chemicals disruption via bio-solutions with 37% EBITDA margins
Novonesis addresses a $60B biosolutions market and $1T specialty chemicals market, growing high-single digits by outpacing end-markets 2-4x, with 37% EBITDA margins driven by pric…