Chemours Company (the) · NYSE:CC
Chemours Company (the) — Investor Presentation (September 2026)
34 slides from Chemours Company (the)'s investor presentation, Sep 9, 2026
Slide 1: The Chemours Company Investor Presentation
THE CHEMOURS COMPANY Investor Presentation September 2026
Slide 2: Forward-looking statements
This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on cert
Slide 3: Agenda
3 I. Company Overview II. Strategic Progress III. Financial Update IV. Appendix Agenda
Slide 4: I. Company Overview
I. COMPANY OVERVIEW
Slide 5: Chemours Industry-Leading Businesses
Chemours Industry-Leading Businesses World's trusted TiO2 partner – delivering quality product, reliable supply, and expert service, to coatings, plastics, and laminates customers globally. ADVANCED PERFORMANCE MATERIALS THERMAL & SPECIALIZED SOLUTIONS ` Delivering thermal management solutions with
Slide 6: Chemours Industry-Leading Businesses: Geographical Breakdown and Business Mix
Source: Company SEC filings 1 Non-GAAP measures, including Adjusted Net Income, Adjusted EPS, Adjusted EBITDA Margin, and Adjusted EBITDA referred to throughout, principally exclude the impact of recent litigation settlements for legacy environmental matters and associated fees, in addition to other
Slide 7: Driving Long-Term Shareholder Value in Attractive End Markets
Driving Long-Term Shareholder Value in Attractive End Markets FCF Conversion 7% YE Net Leverage 4.7x FCF Conversion +40% Net Leverage Below 3.0x Leverage to be maintained through future cycles, a mix of earnings growth & gross debt reduction Continued focus on Pathway to Thrive execution through 202
Slide 8: Thermal & Specialized Solutions – Business Summary
DATA CENTERS Opteon™ Refrigerants Low-GWP solutions for residential/commercial HVAC, data center cooling, EV thermal management & automotive AC. Opteon™ XL41 (R-454B) | Opteon™ ZE | Opteon™ 515B | Opteon™ XL | Opteon™ XP | Opteon™ YF Freon™ Refrigerants Legacy refrigerants for residential/commercial
Slide 9: An Evolving Stationary AC & Light Commercial Refrigerant Market
An Evolving Stationary AC & Light Commercial Refrigerant Market Regulatory Transition Underway in North America 9 Aftermarket Supplying R-454B for new equipment installations & service repairs on installed equipment Market Dynamics Key Market Demand Drivers Key Market Demand Drivers New Construction
Slide 10: Market Outlook Reflects a Continued Transition to Low GWP Solutions
Market Segment Total Global Refrigerants Addressable Market (2030) 2026 – 2030 CAGR % of Market Converted to Low GWP* by 2030 Mobile Air Conditioning MKT: $2.6B MKT: ~4% Global: ~30% Stationary Commercial Refrigeration MKT: $2.5B MKT: ~6% Global: ~35% Stationary Air conditioning and Heat Pumps MKT:
Slide 11: Favorable Regulatory Trends Accelerating Opteon Adoption
1. CO2 Equivalent converts the warming impact of different greenhouse gases into an equivalent amount of carbon dioxide, enabling direct comparison across gases with different global warming potentials. Source: Internal Estimates Note: US ~ 304 MMT CO2eq EU ~ 182 MMT CO2eq. AIM F-Gas Revision F-Gas
Slide 12: TSS: A Clear Path to Growth Ahead
12 TSS: A Clear Path to Growth Ahead Opteon™ Sales Growth Driven by Existing Core Markets & Strengthened by Ongoing R&D Investments Opteon™- specific layered portfolio of thousands of international patents protects Opteon™ sales across molecules, blends, applications, and manufacturing processes. Op
Slide 13: Portfolio of Solutions Serving the Data Center Chiller End Market
Portfolio of Solutions Serving the Data Center Chiller End Market 13 Low Pressure Chillers Opteon™ XP30 Mid Pressure Chillers Opteon™ ZE / Opteon™ XL20 / Opteon™ XP10 / Freon™ 134a High Pressure Chillers Opteon™ XL41 / Freon™ 410A Data centers are a fast-growing opportunity within TSS, with a double
Slide 14: Growth Opportunity Expands Beyond Initial Regulatory Transition
14 Growth Opportunity Expands Beyond Initial Regulatory Transition Early Transition Dynamics Mask Significant Aftermarket Growth as Installed Base Grows Developing Market Timeline Unitary HVAC Shipped Units & Aftermarket Refrigerant Total US Market Volumes OEM shipped units in millions of units Afte
Slide 15: Titanium Technologies – Business Summary
Leader In global TiO2 production ~500 Ti-Pure™ customers globally1 Low Manufacturing cost position $2.4B Net Sales2 $114M Adjusted EBITDA3 1 Data reflects segment and geographic mix for the trailing twelve months ended June 30, 2026. 2 Data reflects Net Sales for the trailing twelve months ended Jun
Slide 16: Advanced Performance Materials – Business Summary
Leader Across a diverse range of high-end materials ~900 Customers & distributors; no customer representing >10% of sales1 High Earnings upside through continued specialty application developments $1.2B Net Sales2 $57M Adjusted EBITDA3 1 Excluding external monomer sales. 2 Data reflects Net Sales fo
Slide 17: II. Strategic Progress: Pathway to Thrive
II. STRATEGIC PROGRESS PATHWAY TO THRIVE
Slide 18: Our Strategy: Securing a Foundation for Future Growth
Our Strategy: Securing a Foundation for Future Growth PATHWAY TO THRIVE Balanced & Disciplined Capital Allocation To Create Shareholder Value Expanding Free Cash Flow Conversion & Long-Term Objective of Net Leverage Below 3x Across Economic Cycles Operational Excellence Manufacturing excellence as a
Slide 19: Our Strategy: Progress Achieved to Date
Our Strategy: Progress Achieved to Date PATHWAY TO THRIVE Balanced & Disciplined Capital Allocation: Received ~$287M initial net proceeds from the sale of the Kuan Yin site, positioning the Company to paydown €230M of outstanding debt, and helping to progress towards the long-term goal of below 3x n
Slide 20: Established Participation Focused on AI Infrastructure
Established Participation Focused on AI Infrastructure Semiconductor Fabrication Use Cases Data Center Use Cases Thermal Management Opteon™ and Freon™ refrigerants support current cooling infrastructure Insulation and coatings for temperature and humidity control Specialty Fluid Transfer Teflon™ mat
Slide 21: Expanding Applications & R&D Priorities for AI Infrastructure
Expanding Applications & R&D Priorities for AI Infrastructure Two-Phase Immersion Cooling* Two-Phase Direct to Chip 1 3 2 4 Liquid thermal management fluids circulate into the server rack manifold through a closed loop system The fluid boils, exiting the cold plate as a vapor The manifold is connect
Slide 22: Strengthening the Long-Term: Resolving Legacy Liabilities
Strengthening the Long-Term: Resolving Legacy Liabilities Continued Progress 2017: 1st Ohio MDL Settlement ($670.7M) January 2021: MOU with Corteva, EID, DuPont and Chemours on PFAS Liabilities: Created $4B cost sharing arrangement 2nd Ohio MDL Settlement ($83M) February 2019: Consent Order with NCD
Slide 23: III. Financial Update
III. FINANCIAL UPDATE
Slide 24: Second Quarter 2026 Highlights
Second Quarter 2026 Highlights Generated $1.6B in Net Sales and $247M in Adjusted EBITDA, supported by strong performance across all segments Repaid €230 million of the outstanding tranche of the B-3 Euro-denominated Term Loan due August 2028 in the quarter APM Performance Solutions net sales grew 8
Slide 25: Second Quarter 2026 Financial Summary
Second Quarter 2026 Financial Summary ($ in millions unless otherwise noted; excludes per share amounts) 2Q26 2Q25 Y-o-Y ∆ 1Q26 Q-o-Q ∆ Net Sales $1,591 $1,615 ($24) $1,381 $210 Net (Loss) / Income1 ($274) ($380) $106 ($29) ($245) Adj. Net Income 2 $64 $91 ($27) $8 $56 EPS 3 ($1.81) ($2.53) $0.72 ($
Slide 26: Liquidity Position as of June 30, 2026
Liquidity Position as of June 30, 2026 ($ in millions unless otherwise noted) 5 $3.9B $3.2B 4.4x Gross Debt TTM Net Leverage 9 Net Debt 8 $1.6B Total Liquidity 7 5 6 5 Total cash balances include $52 million and $53 million of restricted cash and restricted cash equivalents on Chemours’ Balance Shee
Slide 27: IV. Appendix
IV. APPENDIX
Slide 28: Segment Net Sales (Unaudited)
Segment Net Sales (Unaudited) 28
Slide 29: Segment Net Sales by Region (Unaudited)
Segment Net Sales by Region (Unaudited) 1 LATAM includes Mexico. 29
Slide 30: Segment Net Sales and Adjusted EBITDA (Unaudited)
Segment Net Sales and Adjusted EBITDA (Unaudited) 30
Slide 31: GAAP Net Income to Adjusted Net Income and Adjusted EBITDA Reconciliation (1/2)
GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio (Page 1/2) 31
Slide 32: GAAP Net Income to Adjusted Net Income and Adjusted EBITDA Reconciliation (2/2)
GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio (Page 2/2) 32
Slide 33: Operating Cash Flow to Free Cash Flow and Conversion Reconciliation
GAAP Cash Flow Provided by Operating Activities to Free Cash Flows and Free Cash Flow Conversion Reconciliation 33
Slide 34: ® 2026 CHEMOURS. ALL RIGHTS RESERVED
® 2026 CHEMOURS. ALL RIGHTS RESERVED