Ashland Inc. · NYSE:ASH
Ashland — Ashland Global Holdings — Jefferies Industrials Conference 2016
12 slides from Ashland's conference presentation, Aug 11, 2016
Slide 1: Ashland Inc. Jefferies Industrials Conference
Ashland Inc.Jefferies Industrials ConferenceNew York, August 2016Luis Fernandez-Moreno, President – Chemicals GroupKevin Willis, Chief Financial OfficerSeth A. Mrozek, Director Investor Relations ® Registered trademark, Ashland or its subsidiaries, registered in various countries™ Trademark, Ashland
Slide 2: Forward-Looking Statements
* Forward-Looking StatementsThis presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Ashland has identified some of these forward-looking statements with word
Slide 3: Additional Information and Where to Find It
* Additional Information and Where to Find ItIn connection with the reorganization of Ashland under a new holding company, Ashland filed with the SEC, and the SEC declared effective on August 5, 2016, the Ashland Global Holdings Inc. registration statement (the “Ashland Global Registration Statement
Slide 4: Group Investor Day Recap
* Ashland Chemicals GroupInvestor Day Recap Note: FY 2015 figures.
Slide 5: Group Investor Day Recap
* Ashland Chemicals GroupInvestor Day Recap
Slide 6: Group Investor Day Recap
* Ashland Chemicals GroupInvestor Day Recap
Slide 7: Group Investor Day Recap
* Ashland Chemicals GroupInvestor Day Recap
Slide 8: Important Actions Taken
* Ashland Chemicals GroupImportant Actions Taken Investments for constrained product linesHEC to support Coatings, Pharma and PC growth Nanjing expansion on stream in 2015 ad 2016Further capacity increases: productivity and de-bottleneckKlucel expansion for Pharma and Nutrition growthTwo year expans
Slide 9: Underlying Business Performance
* Ashland Chemicals GroupUnderlying Business Performance Strong results in numerous key end marketsPharma, Coatings, Hair Care; return to growth in Nutrition and AdhesivesContinued mix improvements leading to improved marginsDisciplined cost controlEffectively managing SG&A expensesWorld class opera
Slide 10: Actions to Return to Profitable Growth
* Ashland Chemicals GroupActions to Return to Profitable Growth Organizational changes within the Chemicals GroupNew commercial leaders plus internal promotionsLeading to even more focus on our three core marketsAdditional cost reductions identified~$25 million over 18-24 monthsManufacturing cost-ou
Slide 11: Driving Towards our Stated Objectives
* Ashland Chemicals GroupDriving Towards our Stated Objectives Organic growthGreater mix from core growth end marketsNormalized global growth ratesExpanded capacity in key technology platformsCommercial excellenceLeveraging the strategy of customer intimacy and world-class operationsInnovation pipel
Slide 12: Ashland
ASHLAND. With good chemistry great things happen:
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