Ingevity Corporation · NYSE:NGVT
Ingevity — Investor Presentation (June 2026)
18 slides from Ingevity's investor presentation, June 2026
Slide 1: 2026 Investor Overview
2026 INVESTOR OVERVIEW A DECADE OF PERFORMANCE. A FUTURE OF POSSIBILITY.
Slide 2: Use of non-GAAP financial measures; forward-looking statements
Use of non-GAAP financial measures: This presentation includes certain non‐GAAP financial measures intended to supplement, not substitute for, comparable GAAP measures. Reconciliations of non‐GAAP financial measures to GAAP financial measures are provided within the Appendix to this presentation. In
Slide 3: Ingevity Key Messages
Ingevity Key Messages Simplifying the portfolio, sharpening strategic EXITED SALES PROCESS IN 1 focus and reducing earnings volatility by divesting Industrial Specialties PROGRESS Advanced Polymer non-core assets Technologies (APT) Road Markings Establishing the New Ingevity, with two attractive 2 b
Slide 4: Purifying, Protecting, and Enhancing Everyday Life
Purifying, Protecting, and Enhancing Everyday Life 3 3 3 3 1. Management estimate based on sales and customer data 2. Management estimate based on 2019 data used in novel and externally published methodologies 4 3. APT End Markets
Slide 5: Three Business Segments
Three Business Segments Advanced Performance Materials Pavement Technologies1 Polymer Technologies Carbon Technologies Warm Mix Advantage Caprolactone Technologies 2025 Sales $606.9 million $400.5 million2 $160.2 million 2025 Segment EBITDA $326.3 million $60.3 million2 $32.1 million End Use Autom
Slide 6: Current Ingevity At-a-Glance
Current Ingevity At-a-Glance1 As of December 31, 2025 75 6 7 ~1,400 90 Countries Served Manufacturing Application Employees Years of Globally Sites Labs Globally Innovation Net Sales Geography 57% 25% North America Asia-Pacific 4% 14% South America Europe, Middle East & Africa $1.2B Net Sales 31.9%
Slide 7: Our Global Presence
Our Global Presence Warrington, UK Covington, VA Villeneuve d’Ascq, France Changshu, China Ingevity is Wickliffe, KY Brussels, Belgium Shanghai, China headquartered in North Charleston, South Carolina, and operates manufacturing Tulsa, OK North Charleston, SC Tokyo, Japan Seongnam, Korea and technic
Slide 8: Performance Materials
ingevity Performance Materials
Slide 9: Performance Materials Overview
Performance Materials Overview Unique Activated Carbon Portfolio, Mainly Serving Auto Industry, Delivering 50%+ Margins 2025 Financial $606.9 million $326.3 million 53.8% Snapshot Net Sales Segment EBITDA Segment EBITDA Margin Powdered Granular Pelletized Activated Carbon Products: Activated Carbon
Slide 10: Ingevity is the Industry Leader in Auto EVAP Systems Due to Our Differentiated Technology
Ingevity is the Industry Leader in Auto EVAP Systems Due to Our Differentiated Technology APPLICATION Higher emissions standards increase canister size and Evaporative Emission Control System in Auto require more advanced carbon solutions that Ingevity’s hardwood-based translate to higher dollar val
Slide 11: Strategically Investing R&D Resources into New Pathways for Growth
Strategically Investing R&D Resources into New Pathways for Growth ENERGY STORAGE RENEWABLE NATURAL GAS Carbon Nanotubes Turn waste methane into renewable gas Carbon Scaffolds OTHER TREATMENT Hard Carbon Process purification for higher-value Improves battery life and performance applications in fo
Slide 12: Pavement Technologies
ingevity Pavement Technologies
Slide 13: Pavement Technologies Overview
1 Pavement Technologies Overview 2025 Financial $400.5 million $60.3 million 15.1% Snapshot1 Net Sales Segment EBITDA Segment EBITDA Margin Pavement Technologies Dispersants Evotherm® road construction additive for warm mix asphalt (WMA) Products Specialized cationic, anionic, and amphoteric emu
Slide 14: Paving the Way with Market-Leading Solutions
Paving the Way with Market-Leading Solutions Ingevity Rapid Formulation Application Market Product Agility and Customer and Innovation Expertise and Leadership Reliability Advantage Capabilities Technical Service and Advocacy and Quality Speed Intimacy Pavement Preservation & Base Layers Warm Mix Ad
Slide 15: Advanced Polymer Technologies
Advanced Polymer Technologies 15
Slide 16: Advanced Polymer Technologies Overview
Advanced Polymer Technologies Overview 2025 Financial $160.2 million $32.1 million 20.0% Snapshot Net Sales Segment EBITDA Segment EBITDA Margin Caprolactone Besides biodegradable properties Monomer of TP, Capa® makes products more durable versus other materials Caprolactone Products polyols Caprola
Slide 17: Fast Facts - 2025
Fast Facts - 2025 PERFORMANCE IMPACT CERTIFICATION 1. Annual energy data can be found in Ingevity’s GRI/SASB and ESG Index located in the 4. Management estimate based on 2019 data used in novel and externally published Sustainability Resource Library at ingevity.com methodologies 2. See page 13 of I
Slide 18: Why Ingevity
Why Ingevity Delivering best-in-class EBITDA margins and free-cash- flow yield while maintaining solid balance sheet ~35% ~10% 2-2.5x 2026 Expected 2026 Expected Target Adj. EBITDA Margin1 FCF Yield2 Leverage Ratio Market leaders in key Strong Cash Generation business segments Track Record History o