Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — DowDuPont — Credit Suisse Basic Materials Conference 2018
15 slides from Dupont De Nemours's conference presentation, Sep 12, 2018
Slide 1: The New Dow
The New Dow Credit Suisse Basic Materials Conference September 12, 2018 Jim Fitterling Chief Executive Officer, Dow Chief Operating Officer, Materials Science Division, DowDuPont
Slide 2: The New Dow
The New Dow Cellulosics Propylene Oxide Acrylics Polyurethanes Ethylene Oxide Polyolefins & Elastomers Silicones Py E So s s a 2 3 t 2 = = Technology Capabilities qa Pro Forma 21 (2) Pro Forma 2017 information on an Adjusted basis. See definitions on last elite of @econsnued operations. See Appendix
Slide 3: Our Ambition
== Our Ambition Become the most innovative, customer-centric, inclusive and sustainable materials science company in the world GOAL: PROFITABLE GROWTH & BEST-IN-CLASS PERFORMANCE Our Core Respect : Values > ry for People anieiine
Slide 4: Our Mindset
== Our Mindset Enhance return on invested capital and free cash flow & free cash flow to shareholders corporate center | \ 7 ap 4) lam’ He Va of}-0 ayn oa AES g 6 o Profitable Growth Disciplined Capital Low-Cost Best Owner Allocation Operating Model Mindset . i . Lower-risk, faster-payback Continuou
Slide 5: Well-Positioned for Profitable Growth
ma Well-Positioned for Profitable Growth Performance Materials Industrial Intermediates Packaging & Coatings & Infrastructure & Specialty Plastics Personal Care Industrial/Energy Rnetnietne a eencinneree eon Other 5 bad : Infrastructure Gie (applications a, ~$50B such as leather, ~$100B8 chemicals,
Slide 6: Disciplined Allocation of Growth Capital
== Disciplined Allocation of Growth Capital Portfolio of incremental, brownfield investments oe Announced Announced Announced May 2017 June 2018 Today Next wave of global P&SP Industrial Solutions Silicones investments & PU investments") investments + Series of debottleneck + TX-9 cracker expansion
Slide 7: Low-Cost Operating Model, Enhanced Transparency
== Low-Cost Operating Model, Enhanced Transparency Segment peer ‘examples Lean Corporate Center Leveraged Services (Finance, IT, Legal, HR, etc.) Performance Materials & Coatings Consumer Solutions Industrial Intermediates & Infrastructure | Packaging & Specialty Plastics Packaging and Specialty Pla
Slide 8: CEO Near-Term Priorities
== CEO Near-Term Priorities Enhance return on invested capital and free cash flow Profitable Growth 68° Disciplined Capital Allocation AW Low-Cost Operating Model = Best Owner Mindset Capitalize on growth and value-add materials science opportunities Enhance customer- centricity and speed of innovat
Slide 9: Agenda
Please Agenda New Dow New DuPont Gane
Slide 10: Thank You
Thank You
Slide 11: USGC Investments Deepen Focus in Key Markets
== USGC Investments Deepen Focus in Key Markets Project/Applications Capacity Timing Gas Phase De-Bottleneck —— v Started up v Started up Next-Generation LDPE Protective and Specialty Pkg, Medical Pkg v Started up Next-Generation NORDEL™ Y Started up Bi-Modal De-Bottleneck (LA) Pipe & Fittings, Caps
Slide 12: Next Wave of Investments Fuel Dow's Earnings Growth
== Next Wave of Investments Fuel Dow’s Earnings Growth Performance Materials Industrial Intermediates Packaging & Coatings & Infrastructure & Specialty Plastics * New hydroxyl functional siloxane * Value-creating investments in PU, for * TX-9 Cracker Expansion (to 2,000kTa) polymer plant in Carrollt
Slide 13: Appendix: Reconciliation of 2017 Pro Forma Operating EBITDA and EBIT
== Appendix: Reconciliation of 2017 Pro Forma Operating EBITDA and EBIT In millions Total Dow EBITDA, per Form 10 filing $8,246 Less: Dow AgCo and Dow SpecCo Costs‘") $(434) Adjusted Total Dow EBITDA $8,680 Total Dow EBIT, per Form 10 filing $5,512 Less: Dow AgCo and Dow SpecCo Costs‘") $(434) Adjus
Slide 14: Safe Harbor Statements
== Safe Harbor Statements ic ‘This presentation Includes informaiton that Goes not conform to U.S. GAAP and are considered non-GAAP meseures. These meagures include the Company's pro forms consolldated results and pro forma earings per share on an adjusted baéls, which losses, depend on various fact
Slide 15: Safe Harbor Statements continued
w= Safe Harbor Statements continued Forward-Looking Statements, continued ‘Business Separations, aseociated coete, eruptions in the tmancial markets or other potential Darriers; (Iv) disruptions or busines uncertainty, Including from the intended Gusiness Separations. could adversely Impact DowOuPon
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