US Silica — Barclays ISP Call (February 2018)

6 slides from US Silica's conference presentation, Feb 8, 2018

Slide 1: Barclays ISP Call February 8, 2018
Barclays ISP Call February 8, 2018 Exhibit 99.1
Slide 2: U.S. Silica: ISP At A Glance
U.S. Silica: ISP At A Glance CM$ Specialty Products CM$ Whole Grain 2017 Contribution Margin from new products increased to 14% of total ISP Contribution Margin in 2017 ~10% 5-year CAGR Contribution Margin >30 PROJECTS New Product Pipeline ~50% Sales Under Contract in 2018 Shift to Specialty Product
Slide 3: A Diverse Mix of End Markets with Long Term Loyal Customers
A Diverse Mix of End Markets with Long Term Loyal Customers >210 products, critical raw materials for long term customers – Top 5 customers >50 year relationships Glass Building Products Foundry Chemicals Fillers & Extenders Smartphones Tablets Containers Automotive glass Fiberglass Performance coat
Slide 4: New Products Transform the Way We Do Business
New Products Transform the Way We Do Business 2012 -High volume -Commodity business -GDP Growth 2017 -R&D / new products -Optimized product mix -Enhanced value proposition 10% CAGR - 2012 to 2017 (1) Sell-side analyst consensus (1) Glass Volumes - 3.5%/yr + 10.0%/yr Profit (in millions) (in millions
Slide 5: Our Path to Doubling Contribution Margin
Our Path to Doubling Contribution Margin Increase the base business through price and share gain Focus on growing CRG and other new products Grow the business through adjacent acquisitions $88 (in millions) (1) Sell-side analyst consensus (1)
Slide 6: Questions?
Yus ; BSiica Questions?