Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — DowDuPont — Corporate Update (September 2017)
10 slides from Dupont De Nemours's corporate update, Sep 12, 2017
Slide 1: DowDuPont Announces Results of Portfolio Review
DowDuPont Announces Results of Portfolio Review September 12, 2017
Slide 2: Cautionary Statement About Forward-Looking Statements
Cautionary Statement About Forward-Looking Statements This communication contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In th
Slide 3: Portfolio Review – Process & Scope
Portfolio Review – Process & Scope Create growth companies with enhanced competitive advantage Objective and deliver sustainable, long-term shareholder value • McKinsey & Co. • More than 25 institutional shareholders Engagement • Business/operation analysis • Independent financial advisors Comprehen
Slide 4: Portfolio Shifts Enhance Competitive Advantages, Value Creation and Growth of Intended Companies
Portfolio Shifts Enhance Competitive Advantages, Value Creation and Growth of Intended Companies >$8B of sales and ~$2.4B Infrastructure Solutions Materials Science Division Specialty Products Division of Op. EBITDA move to SpecCo* Sales by Business $7,394MM Key Innovations Dow Building & Constructi
Slide 5: Materials Science Division: Industry's Premier Materials Solutions Provider
Materials Science Division: Industry’s Premier Materials Solutions Provider 2016 Net Sales: ~$40B, >20% Op. EBITDA Margin* TECHNOLOGY PLATFORMS ~$20B WORLD-CLASS CAPABILITIES Net Sales • Polyolefins >25% Op. EBITDA • High-throughput R&D • Elastomers MARGIN Packaging & Specialty Plastics • Catalyst d
Slide 6: Specialty Products: Powerful Combination of Highly Differentiated, Innovation-Driven Segments
Specialty Products: Powerful Combination of Highly Differentiated, Innovation-Driven Segments 2016 Net Sales*: ~$21 billion, ~25% Op. EBITDA Margin* ~$5B Electronics Imaging & ~$5B Transportation & Advanced Polymers ~$5B Safety & Construction ~$6B Nutrition & Biosciences World’s largest supplier wit
Slide 7: Agriculture Division: Comprehensive, Balanced and Diverse Seeds & Crop Protection Business Platforms
Agriculture Division: Comprehensive, Balanced and Diverse Seeds & Crop Protection Business Platforms with Global Commercial Scope 2016 Net Sales*: ~$14 billion, >15% Op. EBITDA Margin* Seeds & Digital Solutions Crop Protection Solutions Alfalfa Silage inoculants • Cereals Herbicides • Corn and Soybe
Slide 8: Next Steps & Priorities
Next Steps & Priorities Deliver operating and financial plan 1 • Continued focus on earnings, margin and volume growth • Ongoing productivity and manufacturing excellence Achieve synergy targets • Finalize detailed plans to achieve cost synergies & mitigate dis-synergies 2 • Achieve 70% run rate in
Slide 9: 3Q17 Pro Forma Modeling Guidance
3Q17 Pro Forma1 Modeling Guidance D&A (including. step-up) $1,350-$1,450MM Op. EBITDA unfavorable Hurricane Harvey Impact impact: ~$250MM Net Interest Expense $300-$350MM Share Count ~2,350MM Operational Tax Rate 25-29% Accounting Item Expected Financial Impact of Key Accounting Changes ~$0.7B unfav
Slide 10: Thank You
Thank You Dow and DuPont are registered trademarks of DowDuPont. ™ is a trademark of DowDuPont. ©2017 DowDuPont. All rights reserved.