Ingevity Corporation · NYSE:NGVT
Ingevity — Investor Presentation (November 2025)
17 slides from Ingevity's investor presentation, November 2025
Slide 1: Investor Overview
INVESTOR OVERVIEW
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. Inv
Slide 3: Purifying, Protecting, and Enhancing Everyday Life
Purifying, Protecting, and Enhancing Everyday Life 1. Based on management estimate. 2. Management estimate based on 2019 data used in novel and externally published methodologies. 3 3. Management estimate based on Ingevity customer data.
Slide 4: Three Business Segments
Three Business Segments Advanced Performance Materials Polymer Technologies Performance Chemicals 1 Carbon Technologies Caprolactone Technologies Road Technologies 2024 Sales $609.6 million $188.6 million $401.9 million2 2024 Segment EBITDA $319.1 million $35.2 million $46.5 million2 End Use Autom
Slide 5: Ingevity At-a-Glance
Ingevity At-a-Glance1 As of 12/31/2024 75 11 24 7 ~1,500 Countries Manufacturing Locations Technical Employees Served Globally Sites Centers Globally Net Sales Geography 54% 27% North America Asia-Pacific 4% 14% South America Europe, Middle East & Africa $1.2B Revenue 31.4% Adj. EBITDA Margin2 $(121
Slide 6: Our Global Presence
Our Global Presence Covington, Va. Warrington, U.K. Marion, Ind. Villeneuve d’Ascq, France Changshu, China Ingevity is Wickliffe, Ky. Brussels, Belgium Shanghai, China headquartered in North Charleston, South Carolina, and operates Dayton, Nev. manufacturing Tulsa, Ok. North Charleston, S.C. Tokyo,
Slide 7: Performance Materials
ingevity Performance Materials
Slide 8: Performance Materials Overview
Performance Materials Overview Unique Activated Carbon Portfolio, Mainly Serving Auto Industry, Delivering 50%+ Margins 2024 Financial $609.6 million $319.1 million 52.3% Snapshot Segment Sales Segment EBITDA Segment EBITDA Margin Powdered Granular Pelletized Activated Carbon Products: Activated Car
Slide 9: 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 Evaporative Emission Control System in Auto Higher emissions standards increase canister size and higher dollar of Ingevity content per vehicle Ingevity’s hardwood-based carbon has a unique large an
Slide 10: Advanced Polymer Technologies
Advanced Polymer Technologies 10
Slide 11: Advanced Polymer Technologies Overview
Advanced Polymer Technologies Overview 2024 Financial $188.6 million $35.2 million 18.7% Snapshot Segment Sales Segment EBITDA Segment EBITDA Margin Caprolactone Besides biodegradable properties Monomer of TP, Capa makes products more durable versus other materials Caprolactone Products polyols Capr
Slide 12: Capa Biodegradability Enables Broad Sustainability Solutions for Customers
Capa® Biodegradability Enables Broad Sustainability Solutions for Customers Increasing Durability in Use, Enhancing Biodegradability at End of Life What Does Capa Do? Certified by Leading Organizations Provides sustainable features that TUV Austria: increase the lifespan of products Certified as com
Slide 13: Performance Chemicals
Performance Chemicals 13
Slide 14: Performance Chemicals Overview
1 Performance Chemicals Overview 2024 Financial $401.9 million $46.5 million 11.6% Snapshot1 Segment Sales Segment EBITDA Segment EBITDA Margin Pavement Technologies Road Marking Thermoplastic pavement markings Evotherm® road construction additive for warm mix asphalt Products Specialized cati
Slide 15: Pavement Solutions have Broad Application; Growth is Driven by WMA Adoption
1 Pavement Solutions have Broad Application; Growth is Driven by WMA Adoption, Supported by Regulation Road Striping Thermoplastics, preformed, paints EVOTHERM® Warm Mix Asphalt (WMA) Technology Pavement Preservation Emulsifiers, Stabilizers benefits to customers1 Construction Warm Mix Additives (Ev
Slide 16: Sustainability Fast Facts
SUSTAINABILITY “ingevity “Ye © FAST FACTS 2024 4 P ks Employee volunteer hours AMERICA'S MOST Renewable energy was RESPONSIBLE COMPANIES 4,900 = | 6% | of total eneray usage! TOP 53% | QUARTILE Percentage of renewable raw sab wei ISCC International Sustainability WMA UTr & Carbon Certification MMITT
Slide 17: Why Ingevity
Why Ingevity Delivering best-in-class EBITDA margins and free-cash- flow yield while maintaining solid balance sheet ~30% ~15% 2-2.5x 2025 Expected 2025 Expected Target EBITDA Margin1 FCF Yield2 Leverage Ratio Market leaders in key Strong Cash Generation business segments Track Record History of ret