American Vanguard Corporation · NYSE:AVD
American Vanguard — Q1 2026 Earnings Presentation
12 slides from American Vanguard's earnings presentation, May 6, 2026
Slide 1: Q1 2026 Earnings Presentation
Q1 2026 EARNINGS PRESENTATION May 2026
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT Safe Harbor Statement The Company, from time to time, may discuss forward-looking information. Except for the historical information contained in this presentation the matters set forth in this presentation include forward-looking statements. These statements can be identified b
Slide 3: Executive Summary Key Messages
EXECUTIVE SUMMARY KEY MESSAGES Solid Start to the Year – • Sales, GPM & Adj. EBITDA all show Y/Y Improvement • Higher Volume of Higher Margin Products Long-Term Goals & Key Strategic Initiatives – • Building a Culture of Operational Excellence • New Product Development & Innovation • Accountability
Slide 4: American Vanguard Q1 2026 versus Q1 2025
AMERICAN VANGUARD Q1 2026 VERSUS Q1 2025 Metric (in millions) Q1’26 Q1’25 Δ% • Net Sales +6.7% – Growth driven by volume recovery and improved margin realization across key product lines Net Sales $123.6 $115.8 +6.7% • Gross Margin +500bps – Expansion driven by a regional mix shift to higher margin
Slide 5: 2025 in Review: Building for the Long Run
2025 IN REVIEW: BUILDING FOR THE LONG RUN Introducing New Leadership in Strategic Functions Strengthened management across commercial, operational, IT, and Finance functions, supported by new systems and processes, to drive the operational and system changes needed to deliver long-term goals Importa
Slide 6: Strengthening the Capital Base
STRENGTHENING THE CAPITAL BASE More Durable Capital Base New capital structure replaces a strictly working capital-focused revolver with a term loan structure, supporting growth investment and strengthening the balance sheet cash position Clean Terms, With Ability to Refinance on AVD’s Timetable No
Slide 7: Unlock Value Through Improved Capital Structure
UNLOCK VALUE THROUGH IMPROVED CAPITAL STRUCTURE 2028 Objective: Refinance the First Lien at a Materially Lower Rate These actions are intended to accelerate debt paydown, reduce the cost burden of the current structure, and position AVD to refinance the first lien term loan at a materially lower rat
Slide 8: Built to Execute
BUILT TO EXECUTE Culture Building the operating foundation to support sustained growth and long-term value creation Operational Execution Leadership Technology Excellence Momentum Buildout Enablement Strengthen the Build a culture of Drive measurable Invest in tools and organization with key operati
Slide 9: Pipeline to Performance
PIPELINE TO PERFORMANCE Innovation Strengthening the product engine to drive higher-value growth over time Extended Reach Accelerated product Focused launches and broader R&D international registrations R&D aimed at higher extend each investment Diversified Revenue output, lower cost, and Across the
Slide 10: 2028 Financial Targets & Priorities
2028 FINANCIAL TARGETS & PRIORITIES Accountability Defining the financial outcomes and capital discipline expected to support long-term value creation, including informed and capital efficient investments to fulfill customer needs Path to Revenue Growth Target $600M+ - Annualized revenue - • Focused
Slide 11: Positioned to Deliver Long-Term Value
POSITIONED TO DELIVER LONG-TERM VALUE Strong Start to the Year Strengthening Our Capital Base Long-Term Goals & Key Strategic Initiatives Near-Term Goals to Strengthen Performance & Support Refinancing 11
Slide 12: Thank You Q&A
THANK YOU Q&A