Chemours Company (the) · NYSE:CC
Chemours Company (the) — The Chemours Company — Investor Presentation (March 2025)
22 slides from Chemours Company (the)'s investor presentation, March 2025
Slide 1: Investor Presentation
Investor Presentation March 2025
Slide 2: Safe Harbor Statement and Other Matters
Safe Harbor Statement and Other Matters 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, which involve risks and uncertainties. Forward-looking statements provide current exp
Slide 3: I. Business Overview
I. Business Overview 3
Slide 4: Chemours Businesses
Chemours Businesses 1 THERMAL & SPECIALIZED SOLUTIONS 2 TITANIUM TECHNOLOGIES 3 ADVANCED PERFORMANCE MATERIALS ` Chemours’ Thermal & Specialized Solutions Chemours’ Titanium Technologies is the Chemours’ Advanced Performance Materials business delivers thermal management world's trusted TiO2 p
Slide 5: Industry Leading Businesses Collectively Driving Shareholder Returns
Industry Leading Businesses Collectively Driving Shareholder Returns (All $’s on a FYE basis, in millions, as of 31-Dec-24) 1 Total Chemours Thermal & Specialized Solutions (TSS) Titanium Technologies (TT) Advanced Performance Materials (APM) $3,000 50% $3,000 250% $3,000 90% Net Sales Adj. EBITDA 2
Slide 6: Thermal & Specialized Solutions – Business Summary
1 Thermal & Specialized Solutions – Business Summary TSS Market Strength TSS Key End Markets Leading, global provider of refrigerants, thermal management solutions, propellants, foam blowing agents, and specialty solvents Category leader in next-gen low global warming potential (“GWP”) refrigera
Slide 7: Innovation Through Two-Phased Immersion Cooling with Opteon
1 Innovation Through Two-Phased Immersion Cooling with Opteon Over 95% of data centers use traditional air- and The Technology water-cooled technologies Data centers are highly energy-intensive, with over 40% of energy dedicated to cooling IT equipment Key Market A mid-sized US data center con
Slide 8: Favorable Regulatory Trends Accelerating Opteon Adoption
1 Favorable Regulatory Trends Accelerating Opteon Adoption • The EU and the United States are the two key end-markets driving regulatory acceleration of Opteon adoption through a Global Warming Potentials (“GWP”)-based quota system • The AIM Act empowers the EPA to reduce US HFC production and consu
Slide 9: Titanium Technologies
2 Titanium Technologies Improving the quality of earnings by utilizing our industry-leading manufacturing circuit and implementing a cost leadership strategy as part of our TT Transformation Plan A global leader2 in TiO2 production TT Key End Markets – 3 TiO2 plants, 6 production lines – Mineral san
Slide 10: Advanced Performance Materials at a Glance
3 Advanced Performance Materials at a Glance Earnings Customers & upside Across a distributors; through Leader diverse range of high-end 1000+ no customer High continued $1.3B Sales3 $161M Adjusted EBITDA2 representing specialty materials >10% of sales1 application developments Global Footprint3 Div
Slide 11: Driving Growth Through Innovation
3 Driving Growth Through Innovation • Enabling innovation and portfolio transformation towards high-value end markets, primarily in clean energy & advanced electronics • Expect GDP+ growth with secular trends driving investment • Differentiated offerings with exceptional performance Clean Energy Adv
Slide 12: II. Financial Update
II. Financial Update 12
Slide 13: Fourth Quarter and Full Year 2024 Highlights
Fourth Quarter and Full Year 2024 Highlights Achieved 23% and 14% YoY Net Sales growth in 4Q24 and FY24, respectively, for Opteon Refrigerants in TSS, reflecting continued strong adoption TT Adjusted EBITDA up 20% and 8% YoY in 4Q24 and FY24, respectively, driven by ongoing transformation efforts an
Slide 14: Our Corporate Strategy: Pathway to Thrive
Our Corporate Strategy: “Pathway to Thrive” Pillars for Success PATHWAY TO THRIVE Operational Enabling Portfolio Strengthening Excellence Growth Management the Long Term ❑Manufacturing excellence as ❑Investing smartly in selected ❑Holistic portfolio analysis ❑Measurable progress on a basis for succe
Slide 15: Our Corporate Strategy: Pathway to Thrive
Our Corporate Strategy: “Pathway to Thrive” Significant Progress Achieved to Date PATHWAY TO THRIVE Operational Enabling Portfolio Strengthening Excellence Growth Management the Long Term ✓ Continued strong execution of ✓ Achieved double-digit Y-o-Y ✓ Initiated strategic review of ✓ Continued focus
Slide 16: Appendix
Appendix 16
Slide 17: Segment Net Sales (Unaudited)
Segment Net Sales (Unaudited)1 ($ in millions) 2022 2023 2024 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net sales by product group and segment OpteonTM refrigerants $ 143 $ 182 $ 150 $ 122 $ 195 $ 200 $ 170 $ 145 $ 200 $ 227 $ 205 $ 178 TM Freon refrigerants 197 241 177 135 185 226 170 141 173 173 146 124
Slide 18: Segment Net Sales and Adjusted EBITDA (Unaudited)
Segment Net Sales and Adjusted EBITDA (Unaudited) ($ in millions) Three Months Ended Three Months Year Ended December 31, September 30, December 31, 2024 2023 2024 2024 2023 SEGMENT NET SALES (1) Thermal & Specialized Solutions $ 390 $ 380 $ 468 $ 1,830 $ 1,851 Titanium Technologies 632 651 672 2,57
Slide 19: GAAP Net (Loss) Income to Adjusted Net Income and Adjusted EBITDA
GAAP Net (Loss) Income Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio (Page 1/2) ($ in millions except per share amounts) Three Months Ended Three Months Ended Year Ended December 31, September 30,
Slide 20: GAAP Net (Loss) Income to Adjusted Net Income and Adjusted EBITDA
GAAP Net (Loss) Income Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio (Page 2/2) ($ in millions except per share amounts) Three Months Ended Three Months Ended Year Ended December 31, September 30,
Slide 21: 2025 Estimated GAAP Net Income to Estimated Adjusted EBITDA
2025 Estimated GAAP Net Income Attributable to Chemours to Estimated Adjusted Net Income, Estimated Adjusted EBITDA(*) ($ in millions) (Estimated) Year Ending December 31, 2025 Low High Net income attributable to Chemours $ 200 $ 315 Restructuring, transaction, and other costs, net (1) — — Adjusted
Slide 22: ® 2025 CHEMOURS. ALL RIGHT RESERVED
® 2025 CHEMOURS. ALL RIGHT RESERVED
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