Ascent Industries Co. · NASDAQ:ACNT
Ascent Industries — Planet MicroCap Las Vegas 2026
26 slides from Ascent Industries's conference presentation, June 2026
Slide 1: NASDAQ ACNT Planet MicroCap Las Vegas
NASDAQ ACNT Planet MicroCap Las Vegas June 17-18, 2026
Slide 2: Forward Looking Statement Safe Harbor and Non-GAAP Information
Forward Looking Statement Safe Harbor and Non-GAAP Information Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and other applicable federal securities laws. All statements that are not histo
Slide 3: CEO & CFO Have a Proven Track Record of Making Good Specialty Chemical Companies Great
CEO & CFO Have a Proven Track Record of Making Good Specialty Chemical Companies Great Kitchen, Kavalauskas, and many of their management team counterparts have previously worked together, a synergy that has had an undeniable impact on Ascent's operational and financial performance since assuming th
Slide 4: After 75 years, we are going back to our roots as a Specialty Chemical Company
After 75 years, we are going back to our roots as a Specialty Chemical Company Company Founded Synalloy Manufacturers Palmer of Specialty Pipe Marcegaglia USA DanChem Divestiture of Blackman Uhler Corporation Chemicals Texas Tanks & Tube Synalloy Corporation Technologies Specialty Pipe Portfolio Ind
Slide 5: Highlights Since Management Team Installed
Increase in TTMinGross TTM Adj. EBITDA 100.2% 61% Increase Profit TTM Increase / $8.2M TTM Increase / $6.5M; Gross Margin from 13.2% to 23% Continuing Operations Performance Through Q32025 Continuing Operations Performance Through 2025 Highlights Since 88% Increase in TTM Adj. EBITDA TTM Increase /
Slide 6: Pure-Play Specialty Chemicals Company
Pure-Play Who We Are, What We Do & Specialty Chemicals Company How We Operate
Slide 7: We deliver tailored specialty-chemistry solutions at scale across an array of high-value segments
We deliver tailored specialty- Pulp & Paper chemistry solutions at scale across an array of high-value segments Textiles CASE Agriculture HI&I Oil & Gas Personal Care Life Performance Water Treatment Sciences Materials Where We Participate
Slide 8: Our Strategy & Operating Model
Our Strategy & Operating Model O U TCO M E S OV E R E V E RY T H I N G . We’re building a platform that solves real problems across the value chain,not just by providing products or capacity, but by offering a full suite of services: formulation development,reaction capabilities,blending,packaging,
Slide 9: Rapid Reformulation for Drilling Fluid Additive
CASE STUDY Rapid Reformulation PRODUCT SALES for Drilling WE DELIVERED Fluid Additive CUSTOM FORMULATION DEVELOPMENT Developed and evaluated three tailored formulation options optimized for the customer’s mud system, improving handling characteristics and Customized Product blending compatibility. D
Slide 10: Accelerated Multi-Site Technology Transfer
CASE STUDY Accelerated CUSTOM MANUFACTURING Multi-Site WE DELIVERED Technology Transfer RAPID CROS S-F UNC TION MOBILIZATION Aligned R&D,Engineering,Operations,and Commercial teams immediately to stabilize supply under compressed timelines. Complex Portfolio Transition FORMULATION RECONS TRUCTION &
Slide 11: Integrated Capabilities and Agile Business Models for Superior Customer Outcomes
Integrated Capabilities and Agile Business Models for Superior Customer Outcomes backed by 75Years of Chemical Manufacturing Expertise SOLUTIONS BUSINESS MODEL Blending, Primary Formulation Reaction & Toll Custom Buy,Build & Development Scale-Up Milling & Warehousing Logistics Regulatory Products Ma
Slide 12: Within an asset base capable of supporting significant growth with minimal capital reinvestment
Within an asset base capable of supporting significant growth with minimal capital reinvestment Ample, underutilized capacity provides a Requiring minimal capital reinvestment capital-light, low-risk foundation for to support growth (M USD) outsized growth $1.7 $1.6 $1.4 $1.3 U T I L I ZAT I O N 55%
Slide 13: While filling the plants with higher margin business that is more predictable and reliable
While filling the plants with higher margin business that is more predictable and reliable Portfolio Defined, Refined & Rebranded Business Model (% of Revenue) Improving Both Material Margin & Gross Margin 55% 49% 2025 30% 70% 46% 2024 27% 73% 23.0% 13.2% 5.0% 2023 10% 90% 2023 2024 2025 Product Sal
Slide 14: Driven by a Strong & Growing Selling Project Pipeline
Driven by a 2025 Pipeline Conversion By Business Model Strong & Growing Selling Project 100 2.87 18% 33% P RO J E C T P RO D U C T SALES 67% SALES CONVERSION Pipeline COUNT C YC L E ( M O N T H S ) * *Calculated from initial R AT E * * **Calculated as wins divided CUSTOM M A N U FAC T U R I N G cust
Slide 15: Impact: Capital Allocation
Impact Capital Allocation Investor Friendly Priorities & Actions
Slide 16: And strong liquidity to support investor-friendly capital allocation priorities
And strong liquidity to support investor- friendly capital allocation priorities Every internal investment and acquisition is about accelerating progress, creating synergies that make sense, and delivering real, sustainable value. It's not only about size, it's about outcomes that matter, both strat
Slide 17: First Acquisition by Current Management
First Acquisition by Current Management
Slide 18: Acquisition of Midwest Graphic Sales & Sigma Coatings
Transaction Overview W H Y T H I S C R E AT E S VA L U E Transaction Summary Acquisition Platform-Driven Growth Unlocks Durable,Embedded Demand revenue expansion by scaling Midwest’s Long-tenured customer relationships $14.00 MM of Midwest offerings through Ascent’s platform, with high switching cos
Slide 19: Customized Coatings for High-Value Packaging, Food-Service, and Consumer Applications
CUSTOMIZED COATINGS FOR HIGH-VALUE PACKAGING, FOOD-SERVICE, AND CONSUMER APPLICATIONS Food Contact Products Beverage Packaging Printed Materials Playing Cards Structural Integrity | Package Integrity | Visual Impact | Surface Slip | Durability | FDA Compliant | Sustainability Abrasion Resistance Pro
Slide 20: Financial Overview
Entry Economics Transaction Summary Financial Overview $2.07 MM $14.00 MM ADJ. EBITDA (2025A) PURCHASE PRICE 2025 Unaudited Financials Pre NWC-Adjustment Metric 2025 A 6.8x $12.95 MM 92.5% ENTRY MULTIPLE CASH AT CLOSE Pre NWC-Adjustment Revenue $10.8MM Gross Profit $2.68MM $16.72 MM $1.05 MM 7.5% Gr
Slide 21: The Path Forward
2026-2030 The Path Forward Durable Earnings-Growth
Slide 22: Simple and Clear EBITDA Drivers
Simple and Clear EBITDA Drivers Management Turnaround Organic Growth / Operating Leverage Inorganic Growth Structural cost savings with emphasis on strategic sourcing Enhanced commercial strategy to grow share of higher- Searching for good businesses to make great Aggressive management of co
Slide 23: Why Invest in Ascent?
Why Invest in Ascent? Portfolio Optimized Strategic clarity. Focus. Efficiency. Stabilized and Growth Ready Predictability. Confidence. Credibility. Reduced risk. Growth Capacity In-Place Optionality. Scale. Margin. Growth. Resilience. Near-Term Upside Undervalued, leverage multiple upside. Strong B
Slide 24: Investor Relations
Investor Relations investorrelations@ascentco.com
Slide 25: Appendix
Appendix
Slide 26: Financials: Reconciliations of Non-GAAP Adjusted EBITDA
Consolidated EBITDA and Adjusted EBITDA from Continuing Operations: Financials Three Months Ended March 31, ($ in thousands) 2026 2025 Consolidated Net loss from continuing operations $ (1,980) $ (2,006) Adjustments: Interest expense (income), net (294) 114 Reconciliations of Non- Income taxes Depre