Slide 1: FutureFuel Corp. Investor Presentation, November 2012
FUTUREFUEL‘ ye CORP. Lee Mikles, President and CEO November 2012 NYSE: FF www.futurefuelcorporation.com
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation contains forward-looking statem ents within the meaning of the Private Securities Litigation Reform Act of 1995 Forward-looking statem ents deal with FutureFuel’s current plans, intentians, beliefs, and expectations, and statements of future economic perf
Slide 3: Company Overview
Company Overview * Leading specialty chemicals and biodiesel manufacturer * Headquartered in Clayton, Missouri * Acquired Eastman SE chemical plant in late 2006 2,200-acre site in north central Arkansas Batch and continuous manufacturing facilities, labs and associated infrastructure Approximately 5
Slide 4: Investment Highlights
Investment Highlights Leader in growing specialty and multi-customer performance chemicals and biofuels * Blue-chip customer base * Cash flow combined with scientific expertise support growing operations Expanding biodiesel fuel operations with proprietary processes Growth potential through increase
Slide 5: World Class Facility
World Class Facility 500-acre facility on 2,200-acre location Land capacity provides for additional growth and expansion opportunities Significant feedstock storage provides flexibility Increased product turns through upgraded rail access FUTUREFUEL* 5 Sy CORR
Slide 6: Specialty Chemicals Segment
Specialty Chemicals Segment Growing market driven by changes to industrial and consumer product life cycles and new offerings Improved operating efficiencies following acquisition Reputation as customer-oriented, technology-driven and price competitive with an excellent health, safety and environmen
Slide 7: Biofuel Segment
Biofuel Segment Fragmented U.S. market with many small producers Growth driven by government mandates and incentives Manufacturing know-how support from chemicals operations Ability to use broadest possible feedstock as raw material Large capacity storage facilities for feedstock and product storage
Slide 8: Biodiesel Mandates
Biodiesel Mandates EPA RFS2 mandates level of biodiesel in the market place ¢ 800 million gallons of biodiesel in 2011; 1 billion gallons in 2012; increased to 1.28 billion gallons in 2013 ¢ Future mandates cannot drop below current level Renewable Identification Numbers (RINs) ensure reaching presc
Slide 9: 2012 RIN Value
2012 RIN Value 1.6000 1.4000 0.6000 0.4000 7T/€0/0T ZT/€0/60 ZT/€0/80 71/€0/L0 ZT/€0/90 ZT/€0/S0 Z1/€0/v0 ZT/€0/€0 @1/¢0/Z0 ZT/€0/TO FUTUREFUEL* Sy CORR
Slide 10: Recent Milestones
Recent Milestones Began trading on NYSE under FF (March 2011) Added to the Russell 3000® Index (June 2011) Declared a normal quarterly dividend of $0.10 per share for 2012 Named as one of the top 20 small public companies in America by Forbes magazine in October 2011, as ranked by sales and earnings
Slide 11: Leadership
Leadership * Paul (Tony) Novelly — Executive Chairman ¢ Chairman & CEO of Apex Oil Company * Lee Mikles — President, CEO * Paul Lorenzini— COO * Christopher Schmitt — CFO * FutureFuel Chemical Company * Top 3 executives have 80+ combined years in chemicals industry * Q9PhD chemists, 40 engineers FUT
Slide 12: Revenues (In Millions)
$350 $300 $250 $200 $150 $100 $50 $0 Revenues {In Millions) $310 $277 $220 $198 $197 S28 | ] ] ; 2007 2008 2009 2010 2011 9M 11 9M 12 mChemical Biodiesel FUTUREFUEL* @ yy CORR.
Slide 13: Adjusted EBITDA
ADJUSTED EBIDTA (in Millions) 29 2006 2007 2008 2009 2010 2011 $46.5 million of adjusted EBITDA for the first 9 months of 2012 FUTUREFUEL* i Sy CORR
Slide 14: Net Income
Net Income {In Millions) $34.5 $28.1 $23.1 $23.9 $22.7 $17.0 $8.4 2007 2008 2009 2010 2011 9M 11 9M 12 FUTUREFUEL* 14 yo GORR.
Slide 15: Third Quarter 2012 Financial Results
Third Quarter 2012 Financial Results Certain Financial Metrics (Dollars in thousands, except per share amounts) (Unaudited) For the three months ended September 30, Revenues Income from operations Net income Earnings per common share - diluted Capital expenditures (net of customer reimbursements and
Slide 16: Financial Resources
Financial Resources * §196 million in cash, cash equivalents and marketable securities (9/30/12) * §50 million bank credit facility with Regions Bank ¢ No outstanding borrowings FUTUREFUEL* 16 Sy CORR
Slide 17: Business Strategy
Business Strategy Expand specialty chemicals operations ¢ Additional specialty contracts ¢ Increase production of performance chemicals for sale Manage costs for all operations Improve biodiesel production Expand revenue base with anode material and other new products Consider M&A opportunities FUTU
Slide 18: In Summary
In Summary Leader in growing specialty and multi-customer performance chemicals Expanding biodiesel fuel operations with proprietary processes Growth potential through entry into anode material manufacturing Strong new product portfolio Leadership with proven success Strong financial position Attrac