Ashland Inc. · NYSE:ASH
Ashland — Oppenheimer Funds Luncheon (September 2007)
11 slides from Ashland's conference presentation, Sep 6, 2007
Slide 1: Oppenheimer Funds Luncheon
Exhibit 99.1 Oppenheimer Funds Luncheon September 6, 2007 James J. O'Brien, Chairman and Chief Executive Officer Eric N. Boni, Director, Investor Relations
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, with respect to Ashland’s operating performance. These estimates are based upon a number of assump
Slide 3: Value Creation on the Path to Diversified Chemical Company
Value Creation on the Path to Diversified Chemical Company ... · 2005 MAP Transaction − Tax-free to Ashland shareholders − Eliminated debt, left Ashland with cash position − Fully funded pension* − $12.62 in Marathon stock per Ashland share to shareholders · 2006 APAC Transaction − Proceeds of $1.23
Slide 4: Ashland Overview
Ashland Overview Ashland is a global, diversified chemical Y-T-D Fiscal 2007* EBITDA by company operating in four business Business segments: Performance Materials Distribution · Performance Materials 37% 22% · Distribution · Valvoline 9% Water 32% Technologies · Water Technologies Valvoline Y-T-D F
Slide 5: Performance Materials
Performance Materials Business Description Fiscal 2006 Revenue by Market (percent) · Composite Polymers - Global manufacturer of Other Packaging & Converting unsaturated polyester resins, vinyl ester resins Marine and Infrastructure gelcoats for use in composites · Casting Solutions - The world’s le
Slide 6: Distribution
Distribution Business Description Y-T-D 2007* Revenue by Product Line Composites · Leading distributor of packaged and bulk Environmental 11% Services/ chemicals, solvents, plastics, Other - 2% and composite materials Plastics · Provider of comprehensive 43% waste-management solutions Chemicals in N
Slide 7: Valvoline
Valvoline Business Description Y-T-D Fiscal 2007* Revenue by Channel · Do-It-For-Me - Branded and non-branded lubricant and car care products Do-It-For-Me 29% Valvoline for the automotive service industry Instant Oil 10% Change · Valvoline Instant Oil Change® - Company-owned and franchised oil-chang
Slide 8: Water Technologies
Water Technologies Business · Description A major supplier of specialty products and Y-T-D Fiscal 2007* services Revenue by Segment E&PS for industrial and institutional 44% water treatment · A leading worldwide provider of shipboard services and supplies for the merchant marine and cruise Industria
Slide 9: Operating Income by Business
Operating Income by Business $ Millions 9
Slide 10: Ashland Strategy
Ashland Strategy Primary goal: All businesses performing at their highest potential! · Addressing current business opportunities − Business model changes in Valvoline and Water Technologies − Supplier realignment in Distribution − Global expansion for Performance Materials · Create a unified, cross-
Slide 11: Questions?
Questions? 11
Ashland — Oppenheimer Funds Luncheon (September 2007) on 6ix