Chemours Company (the) · NYSE:CC
Chemours Company (the) — Investor Presentation (March 2022)
15 slides from Chemours Company (the)'s investor presentation, Mar 3, 2022
Slide 1: Chemours 1Q 2022 Investor Materials
Chemours 1Q 2022 Investor Materials March 2022 EXHIBIT 99.1
Slide 2: Safe Harbor Statement and Other Matters
Safe Harbor Statement and Other Matters 2 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 e
Slide 3: A Pathway to Significant Shareholder Value Creation
A Pathway to Significant Shareholder Value Creation 3 Drive secular growth in TSS and APM behind class leading products and innovative chemistry Improve TT earnings through the cycle while growing with strategic customers Continue to manage and resolve legacy liabilities consistent with Chemours/DD/
Slide 4: The Chemours Company at a Glance
The Chemours Company at a Glance 4 ($ in millions) EXHIBIT 99.1 Total Chemours Titanium Technologies Thermal & Specialized Solutions Advanced performance materials chemical solutions ($ in millions) Net sales Adj. EBITDA $6,345 Adj. EBITDA Margin $1,313 21% 2021 2021 Net sales Adj. EBITDA $3,355 Adj
Slide 5: Thermal & Specialized Solutions (TSS) Overview
Leading, global provider of refrigerants, thermal management solutions, propellants, foam blowing agents, and specialty solvents Category leader in next-gen low GWP technology Co-developed HFO technology Advantaged process technology at Corpus Christi Robust international patent portfolio; no single
Slide 6: TSS Opteon Growth Framework: A Decade of Growth Ahead
6 PHASE 3: Mass Adoption (2025 – 2030+) DRIVERS EU MAC Directive (100% EU Auto OEMs) EU F-gas (EU Stationary Phase-In) US CAFE Standards (75% US Auto OEMs) R22 Phaseout DRIVERS US AIM Act EU F-gas Kigali Amendment PHASE 2: Expansion (2020-2024) PHASE 1: First Wave (2015-2020) APPLICATIONS Mobile AC
Slide 7: TSS Key Long Term Growth Drivers
Decarbonization & Electrification Increased Connectivity & Data Growing Middle Class & Urbanization Climate Impact & Circular Economy Market driven needs shaping future opportunities for thermal management solutions New energy solutions requiring new approaches to thermal management Expanding relian
Slide 8: Advanced Performance Materials (APM) Overview
Advanced Performance Materials (APM) Overview 8 Strong Global Footprint1 Diverse Revenue Base1,2 1. Data represents net sales for the year ended December 31, 2021. 2. Excluded external monomer sales. EXHIBIT 99.1 Strong Global Footprint1 EMEA Latin America North America Asia Pacific Diverse Revenue
Slide 9: APM: Leadership in Semiconductors
APM: Leadership in Semiconductors 9 1. https://www.statista.com/statistics/471264/iot-number-of-connected-devices-worldwide/ EXHIBIT 99.1 Addressable Market CAGR 2021-2025: 8% How we fit: PFA is a critical material used for chemical distribution systems within semiconductor manufacturing fabs. Semic
Slide 10: APM: Leading the 5G Future
APM: Leading the 5G Future 10 EXHIBIT 99.1 Addressable Market CAGR Fluoropolymer Copper Laminate 2021-2025: 20% How we fit: Teflon™ products have unique dielectric properties with excellent insulating performance. Our innovation will be key to developing next-generation products for 5G infrastructur
Slide 11: APM: Powering the Hydrogen Economy with Nafion Membranes
APM: Powering the Hydrogen Economy with Nafion™ Membranes 11 EXHIBIT 99.1 Nafion membranes are at the core of fuel cells and electrolyzers Nafion™ dispersions and membranes drive proton exchange at the molecular level Membrane Gas Diffusion Layer (GDL) End plate Current collector Bipolar plate Gaske
Slide 12: APM: PEM Membrane TAM
APM: PEM Membrane TAM 12 PEM Membrane TAM Outlook (thru 2030) Source: The Chemours Company EXHIBIT 99.1 Fuel cell diesel parity total cost of ownership Efficiency high temperature performance hydrogen crossover durability power circularity membrane efficiency 50c per mile 2020 2025 2028 2030 Water e
Slide 13: € Chemours”
EXHIBIT 99.1 € Chemours”
Slide 14: Segment Net Sales and Adjusted EBITDA
Segment Net Sales and Adjusted EBITDA (unaudited) 14 EXHIBIT 99.1 ($ in millions) SEGMENT NET SALES Titanium Technologies Thermal & Specialized Solutions Advanced Performance Materials Chemical Solutions Total Company SEGMENT ADJUSTED EBITDA Titanium Technologies Thermal & Specialized Solutions Adva
Slide 15: GAAP Income Before Income Taxes to Adjusted EBITDA Reconciliation
GAAP Income (loss) Before Income Taxes to Adjusted EBITDA Reconciliation (unaudited) 15 EXHIBIT 99.1 ($ in millions) Income before income taxes Interest expense, net Depreciation and Amortization Non-operating pension and other post-retirement employee benefit income Exchange (gains) losses, net Res