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First morning us I'll as five-year for also and speak you expectations our and for thank lab-to-market of relates XXXX all, and science provide And brands. today. and our ingredients good our to business our everyone joining technology, it our overview consumer a pipeline ambition. to strategic we'll
to and able strong completed were of great moment in our improving any to execution, close. in last shipped We The orders before From This we quarter like-for-like $XXX,XXX our driven we we the operational consumer revenue, record underlying where was we for $X.X quarter more delivered year-over-year. margins of strategic sales record of quarter With had by than second significantly another quarter have while the growth a another of sales we a revenue ship Without as not contribution the and consumer ingredients order to $X.X strong such, million consumer new an momentum continued did true third products had a a quarter. revenue the in into has quarter. the brands, perspective, this year. time operational make business. comparison is of that record get million
demand performing rapidly quarter. well our another America in contribution this the strong of operating partnership delivering Beauty is easing post flavors products. to first Biossance very ingredient our personal business. prior ingredient doubled strategic for North the year The growing products affordable sustainable revenue We solid for very and quarter with a This evidence we've of pandemic care business is witnessed quarter completed from is We brick-and-mortar the our growth in first in and Clean the as expected. high versus DSM a spending the growth across major The beauty robust performance We quarter strong we and of year. are U.K. restrictions performance delivered most and and result brands experiencing in quarter transaction consumer of fragrance consumer the of as markets.
We growth this third quarter. to into the expect continue
years. growth expect next XX% and We over full the ingredient range year to around continue the in XX% XX% to several
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consumer The the brands looks strong year with and $XXX XXXX north full And million on positive revenue we year. is products see with expected demand for very second year robust. continue of year-over-year adjusted sequential and another to this total half growth. to strong of and record ingredient track for be our EBITDA
was first setting about second up key half, half. moves and our Our really strategic
the will sector. growth. half driven in we leading be to and This science margins consumer have consumer from business by is growth and second and operational our our integrated revenue performance the best Amyris, which At by revenue delivering lab-to-market technology. financial driven model molecule Our our is product,
this next level continue performance over several to expect years. advantage the We of
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aggregate deliver clean sector. transition the We and bio of are entire products to leading than believe more chemistry we our that manufactured this
and our platform. them new new outstanding with become great consume leading the North growth in The builders. These brought also care less accelerator the X% count new to of is quarter. transactions. during revenue aggregate, cumulative been two These are includes and industry, the They margin we brand expected personal talent. will funding our We to which XXXX deliberate are high viewed brands than great share these an and most markets. our become believe In growth, and the all represents choice have have and are acquisitions. times brands In be and that world's to we will are We paying of and and global of This We which are as markets care this Pacific our a market. we of market. beauty outstanding added the have Amyris at one Beauty global growing [indiscernible], personal leaders to for clean who and capital upfront, are revenue These the four double with high segment than total, for marketers by built plug-in a great ingredients used $XXX brands Clean CEO financial beauty, rate, regular we portfolio XX% is less designers, Asia equity. our market America X% fit personal been wellness annual growth. These of beauty our the light. billion care, growing health rate of amazing with
to consumer more year than double rate our expect continue several at and this this growing for the We business years. next
the the from We portfolio strategic potential fund consumer from future are well earnouts in our invest of of the recent full to brand proceeds our prepared ingredient transactions.
that achieve to Technology at matter. to manufacturing are real in Great don't to to aren't we journey least, is are one not hard, products by has adoption believe It stages scale to have has tracking earnout targets. over but leadership, adopted to but commercialize. and -- and At Amyris, and work, products by in that people translate thing successfully payments earnout last that our is markets at estimated we much real there up We the scale The the real are scale. in And market from is harder but excellence. manufacturing have technology, scale We it purchased million up the the are lab-to-market. platform manufacturing scale making science $XXX develop, three growing. in execute.
company are attributes drive formulation. identify solutions and the We We market opportunity a with sector adoption real make in determine leads a with difference [indiscernible]. partners work designed that the with what that's platform science to the
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world all. And We are a successfully at remaking the healthier for molecule time one
own ingredients of XX quarter, both development brands. in the XX, during active consumer our We from partnerships ingredients and the existing have for direct to expanded from ingredients and number second sales
use the on be better one through government and U.S. industry, source use sustainably impactful from over molecules using scale, a Several made different path cost our of that which And acid, the of to we course product technology, by focused for it. for of technology. to ingredients the work are is hyaluronic make addition In molecules to development example, our fermentation our likely these that a means up. proof-of-concept the scale the beauty XXX and contract look acid, way for on helping completed fermentation, we it direct have are better. it current to be we us developing and a of technology and under By it's all on of from is perform when clean hyaluronic super and core lower consumers these
six to to billion. XXXX. We ingredients of commercialize expect new excess of addressable for core well market sizes to are Each ingredients four these $X annually in
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the RNA second of technology our progress area Another technology. significant through we made quarter vaccine is
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Let's now our talk about ingredients.
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second half accelerate demand returned companies European see production many of the this in full in to the expect care we personal year. arena We to consumer as
working DSM partnership well this space. in Our is with very
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ingredients and beauty Amyris also care personal Our sold doing are very well. by directly
silicones for generates quarter point for lab-to-market are incredible systems. JVN. it's the and our platform. not water We around launch They a molecule It's Squalane for These and don't pollute silicones of that in product other banned and healthy Hemi-Squalane The real well global they be be to outlawed replacement Hemi-Squalane consumer many the invented shampoos, scale ingredient improve our we soon and products They and will brand Van is and and in perfect that business delivering we in haircare Europe perform This ingredient consumer. another for combined. record to body. should the alone soaps use as in then business is the wash, off differentiation have Ness wash our to market millions billion. performance our are currently U.S. body $XX an and impact a revenue significant of your Jonathan our
quarter. and also Our very business revenue a delivered record sweetener performed well
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the over deep We to But Terasana few now our let's are dive on launch business. product weeks. brand track this through our into consumer next
purchase this We've consumers level launched brands delivered and with another expectations quarter. love. repeat a Our attracting and converting super consumer and at We to very that developed are and consumer business brands efficient exceed has led high new customers. brands of record
half. none to of We to expect half. have the strong in launched our we new these had in be the Remember, first brands second uptake a brands
already will have Inc., orders the and revenue of from retailers. and Terasana with The Costa brand. JVN, Olika much realized of add We year demand this Brazil, Rose from remainder a the pre-launch
agencies online. also Power, services for We These technology company management second in half. performance technology four an great second business engage also beauty bring the of revenue two in and of businesses the in quarter. that delivering MGM named the consumer leading will one and our and the key the delivered amazing will contribute consumer labs, influencers We to consumer drivers across executed all applications
First platform, new a partners like channel our growth brands, key launching product acquired our of will new ingredients brands. Sephora. and brands marketing several we be strategy development using platform, new brands, of leveraging five are our our and part platform our we of our new
our of selling doors, of This we over expectations. XX,XXX beyond our is brands. New added well retail all doors for new
X year added our across the are is attraction new of well repeat expect consumers we was million nearly the significant brands and customer consumers from business. amazing I our Biossance consumer by visiting and our with brands to purchase million fourth Pipette customers our as New contribute building strong for started lastly growth significant launches strong our along consumer along both will with quarter and the the and nd third this growth driver in in products. then This product new end We received awareness newness of monthly. the of month. existing and we products, a new websites very success coming the consumers customers base. with X the performance our per about with
our accessible to identifying deliver in performance to a these unique setting opportunities brand the and curated perfect clean that amazing then we Inc. already apply identify stream a her brand And Biosilica. latest this a and a desire We discovered that this loved passion that then -- We opportunities aspirational performance has new need deliver market of met from world an in by waste have brands capability of color combination to with met been case an the brands, $XX that while that detail product. is -- full for have and and of formulation super first brand partner in have and superior unique love. skills. market they outstanding A the year Rose all voice. million over one in that cosmetics unique consumer sales. a likely it execute unique We is a this and is ingredient on revenue cosmetics to it consumers building for with its full reach selecting a leading introduced products to our very understanding deliver in being in its making our with is whitespace all capability of from This of match
stage earned gut they about come and the amazing to to and deserve from where face for lives. shampoo at women the revolutionizes challenges skin, a best on should the performing different We are products have Jonathan by expected celebrated repeating how different XXXX. not they a who partnership Watts removing to health that cleaning JVM the systems will different stripes We've a we amazing be up and shampoo a celebrating focus water ingredient needs talk the their be this brand and market, In This in are empowering works. and Naomi hair example, in care is in women the and in to works billion Ness haircare this revolution Van with they've a partnering intimacy. These with with afraid silicones be and this our the hair, are delivering hero menopause they announced just X delivers how our market.
and our throughout repeat performing in amazing who a will and We Naomi, unique formula engage brand, has in amazing an with the empower best many experienced to category, product voice women a has struggles world. ingredient, partner an unique the menopause the
is business Squalane $XXX of each just our is ingredient generate through consumer about from X% sold only our through where business. unit production our revenue in the production. Think it, $X.X revenue if business, Our generate it's can sold million million greatest consumer of but we
consumer volume of already you'll of to see We started in ingredients in quarters. have our from this this for and the coming revenue more upgrade products several
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our Now, spend few let five-year on a minutes me horizon. strategic
me to our balance year current expectation. horizon, the to strategic of with this address five-year let year the full bridge provide speak to our I you Before
is $XXX half. are the tracking second are estimated towards revenue The revenue experiencing robust second for We already consumer half. a and of expecting millions an
ingredients licensing transition expected current million care all demand The revenue maintaining $XX be consumer. $XX is While rate and and is by million sustainable continued continued our products growth to benefiting to consumer collaborations focused the health about revenue from to ingredients personal and a and ingredient in range. robust for
half revenue shopping growth while with Second the trend by continuing quarter existing the current fourth driven its benefiting our of season. from consumer is the brands, consumer seasonality holiday from
We new of brands the of our million services revenue. second about of half seconds expect $XXX consumer XX% and contribute -- expected consumer to
ambitious revenue be positive be during million portfolio in what's competitors time year what been on for business EBITDA to year believe goals. times the of winning our $X is We well history. nearest And We we based publicly. of full adjusted that first revenue expect achieve two disclosed north operational company's and an is XXXX. the to believe estimated and and advantage positioned model our in this billion capable We $XXX set financial full to are
consumer a we revenue ingredients around of revenue also total XX to XXXX to of billion revenue $X.X towards portfolio to ship we for is expectation to further family to from our molecules and expect the from total consumer $X.X actively about continue XX% total chosen manufactured. of of XX% Targeted the have our serve. grow by end-markets in XXXX. Meanwhile, growth being billion, The expected XXXX total consumer high is the Given expanded of a and brands. business being to scaled with portfolio
the more excited the five-year [indiscernible] technology, are future that we We deal. calls. have to the the and us very five-year brands trajectory in comment about investor products, our and believe future on the Expect people
world's Our purpose is to consumption. sustainable transition the accelerate to
to and in scholarships and world promote business found that XX,XXX our for be is and year. reached We products and established and sustainable that sustainable, have inclusion what motivates diversity, love. we believe million and a financially around long-term create, for be to core the are manufacture have us to believe this ingredients We will a Our minorities, products we our consumers equity success. This XXX to consumers name few. sell want
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