Tronox Holdings Plc · NYSE:TROX

Tronox — Investor Presentation (December 2005)

23 slides from Tronox's investor presentation, Dec 21, 2005

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  10. Slide 10: Well-Established Customer Relationships Across Diversified Markets

    TRONOX > ay, Well-Established Customer Relationships Across Diversified Markets > Consistent sales growth with top 10 customers for 10+ years > Diversified customer base with ~1,100 customers in more than 100 countries > Diversified across coatings, plastics, paper and specialty end markets Tronox 2

  11. Slide 11: Executing Value Strategy: Capturing Upside

    > Bayer acquisition > Kemira acquisition > Capacity: 200,000 tonnes to 624,000 tonnes > Critical market share: 5% to 13% > Acquired range of competitive products > Global operations > Foundation to grow Growth: Acquisitions 2001-2003 Integration Challenges > Safety & environmental > Standardize to K

  12. Slide 12: Experienced Management Team

    Experienced Management Team > Broad business experience base: 23+ years average business experience > Significant TiO, industry expertise: plant managers with 25+ years manufacturing experience > Demonstrated track record of success Experiene Nam Tite at Company Prior Business Ex Tom Adams Chief Exe

  13. Slide 13: Global TiO2 Manufacturing Operations

    “eS : med TOMO AY, Global TiO, Manufacturing Operations > Strategically positioned plants to effectively serve global markets > Experienced operational management and plant-level leadership Nameplate Capacity Bote ‘lobal Capacity eae ‘Summary Historical Production Gian er Botlek, o Netherlands > Ham

  14. Slide 14: Manufacturing and Supply Chain Opportunities

    Manufacturing and Supply Chain Opportunities y V Y Supply Chai + Raw materia! fexibilty and procurement + Production scheduling and transportation + Cashito-cash cycle and inventory management Uptime + Lowest investment route Six Sigma methodology: eliminating detractors Maintenance Cost Opportuniti

  15. Slide 15: Raw Material, Process Chemicals and Energy Costs

    ON Raw Material, Process Chemicals and Energy Costs > Primary raw material is titanium bearing ore = Purchased from multiple vendors = Plants allow for interchangeability of ore grades * Project under way to reduce ore cost at Uerdingen > Process chemicals * Chlorine — used in the purification of ti

  16. Slide 16: Legacy Sites

    Legacy Sites > Company actively manages environmental issues related to legacy businesses > In 1994, a centralized unit, Safety and Environmental Affairs (S&EA), was formed to manage environmental issues > Financial reserves have been established for probable and estimable environmental costs, which

  17. Slide 17: Profit Growth Drivers

    Profit Growth Drivers Company Fundamentals Internal Growth Margin Enhancement Proprietary chloride technology Superior customer / technical service Well positioned to benefit from tight supply / demand Global pigment operations Organic growth / Brownfield Grow with strategic customers Plastics and s

  18. Slide 18: Financial Policies / Objectives

    Financial Policies / Objectives > Disciplined focus on: Free cash flow generation EPS growth Debt reduction Regular quarterly dividend payments > Efficiently manage working capital requirements > Incentivize management with equity ownership

  19. Slide 19: Historical Financial Performance

    Historical Financial Performance a a = $26 $206 $200 ste $162 $150 S59 $100 $60) $0 zoo2 2003 00k LM PLTM. Magn 13% 14% CNH.

  20. Slide 20: Historical Financial Performance

    Historical Financial Performance (Sinmitons) Capital Expenditures Adjusted EBITDA — Capital Expenditures $120 $160 sus ‘$99 100. = $125 bal om ‘$120 $80. $00 ai $69 sat ~. S47 ea = = $20 bas $0) 702 20032004 LTMaG005 zoo 20032004 LMP LT 93005 93005" (1) tctade tected nromenal SOBA cots expected fo b

  21. Slide 21: Pro Forma Capitalization

    2 siliny Pro Forma Capitalization Pro Forma Capitalization - Tronox Incorporated 1) $250 man Matzuraney Reohing Crest Fstyundewm a coe, Apeovinaty $94 milo of Later ef Cr witb xanga cing, (Sinmiions) Cash Debt ‘New Muiticurrency Revolving Credit Facility due 2010 "New Term Loan due 2011 Total Senior

  22. Slide 22: Investment Highlights

    Investment Highlights Attractive Industry Fundamentals Experienced Management Team Executing Value Strategy: Capturing Upside Well-Established Potential prcraarn Customer Relationships Across Diversified Markets Global Producer & Marketer with a Strong Leadership Position Proprietary Process & Exper

  23. Slide 23: Searchable text section of graphics

    Searchable text section of graphics shown above E xhibit 99.1 TRONOX [GRAPHIC] December 2005 Investor Presentation F orward-Looking Statement Tronox makes certain forward-looking statements in this presentation that are subject to risks and uncertainties. These statements are based on the beliefs an

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