Ingevity Corporation · NYSE:NGVT
Ingevity — Investor Presentation (June 2021)
21 slides from Ingevity's investor presentation, Jun 30, 2021
Slide 1: Innovative New Pathways for Activated Carbon
Innovative New Pathways for Activated Carbon June 30, 2021 Ed Woodcock, EVP and President, Performance Materials David Newton, Vice President, Corporate Strategy 1
Slide 2: Disclaimer
Disclaimer: This presentation contains “forward-looking statements” within the meaning of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such statements generally include the words “will,” “plans,” “intends,” “targets,” “expects,” “outlook,
Slide 3: Experienced Business Leadership
Experienced Business Leadership Ed David Woodcock Newton Exec. VP and President, Vice President, Performance Materials Corporate Strategy ▪ Joined Ingevity in 1988 ▪ Joined Ingevity in 2010 ▪ 32 years of global experience managing Performance ▪ Successfully led cross-functional team focused on Mater
Slide 4: Today's Agenda
Today’s Agenda The Activated Carbon Landscape and What Sets Ingevity’s Nuchar® Products Apart How Our Adsorbed Natural Gas Vehicle Technology Is Changing the Game of Alternative Fuels Growing Opportunities for Activated Carbon in Bulk Gas Storage and Transport Other Exciting Applications for the Nuc
Slide 5: The Activated Carbon Landscape and What Sets Ingevity's Nuchar Products Apart
1 The Activated Carbon Landscape and What Sets Ingevity’s Nuchar Products Apart 5
Slide 6: The Activated Carbon Landscape
The Activated Carbon Landscape Activated carbon use Activated carbon raw by application in 2020 (1) materials – 2020 (1) Material comparison (2) Activation Primary Material Porosity Functionality 3% Other3% process applications Micro (small) Gasoline vapor 15% Capture 18% Chemical Methane 18% Hardwo
Slide 7: Ingevity's Carbon Technology Advantage
Ingevity’s Carbon Technology Advantage Expertise, unique processes and product performance set us apart 40 years of technology and business leadership in high-performance, high-porosity activated carbon We operate multiple hardwood Robust process and product Our engineering expertise, chemical carbo
Slide 8: The Sustainable Nature and Environmental Benefits of Our Nuchar Technology
The Sustainable Nature and Environmental Benefits of Our Nuchar Technology Sustainable nature of Nuchar Renewable raw material As part of our commitment to making a positive global impact, we have validated the environmental benefits of Nuchar in automotive applications. Hardwood sawdust + phosphori
Slide 9: Our Strategy for New Activated Carbon Pathways
Our Strategy for New Activated Carbon Pathways Beyond gasoline vapor emission control for ICE vehicles CAPITALIZE DIVERSIFY FOCUS INVEST Capitalize on our Beyond gasoline Focus on high margin Invest in additional manufacturing and vapor emission and sustainability- manufacturing technology expertise
Slide 10: Where Nuchar Can Add Value Beyond Gasoline Vapor Emission Control for ICE Vehicles
Where Nuchar Can Add Value Beyond Gasoline Vapor Emission Control for ICE Vehicles Nuchar’s attributes enable us to strategically focus beyond automotive gasoline vapor emission control into attractive end-use applications. Capture Surface functionality and and release properties structural modifica
Slide 11: How Our ANG Vehicle Technology Is Changing the Game of Alternative Fuels
2 How Our ANG Vehicle Technology Is Changing the Game of Alternative Fuels 11
Slide 12: ANG Is a Readily Available Solution for Fleet Owners Looking to Meet ESG Goals
ANG Is a Readily Available Solution for Fleet Owners Looking to Meet ESG Goals Today Particularly for the underserved light-duty segment Proven alt-fuel solutions neglect the The U.S. LDV segment is light-duty vehicle (LDV) segment (1). attractive for many reasons. ▪ LDVs are the vehicle of choice f
Slide 13: What Is ANG Vehicle Technology?
What Is ANG Vehicle Technology? An economically viable, game-changing alternative fuel solution for light-duty truck and van fleets ANG: the low-pressure ANG’s game changer turnkey + ANG provides fleet owners and platform: operators with a cost-effective, less Today, public and private fleets energy
Slide 14: ANG Also Delivers Scalable Carbon Demand
ANG Also Delivers Scalable Carbon Demand Even modest levels of market acceptance can drive a meaningful uplift in carbon volume Activated carbon content per ANG vehicle (1) Continue to leverage state-based alternative fuel subsidies and grants The volume of Nuchar in the single cylinder onboard each
Slide 15: Key Milestones in ANG's Development
Key Milestones in ANG’s Development 2017 ▪ Produced the first generation of ANG cylinders ▪ Designed vehicle upfit for 2018 Ford F-150 with second generation, commercial-ready BUILD cylinders ▪ Began use of Ingevity’s own on-site fleet of ANG trucks for ongoing data collection 2018 ▪ Identified most
Slide 16: Growing Opportunities for Activated Carbon in Bulk Gas Storage and Transport
3 Growing Opportunities for Activated Carbon in Bulk Gas Storage and Transport 16
Slide 17: There Is a Significant Opportunity for Activated Carbon in Methane Capture
There Is a Significant Opportunity for Activated Carbon in Methane Capture To turn harmful waste into low-carbon RNG The RNG value chain Our activated carbon Nuchar ANG carbons are used to enable more Up to 125% lower optimal, lower-pressure and lower-cost net GHG can enhance the natural gas storage
Slide 18: ANG Enables Lower-Cost Storage and Delivery for RNG Service Providers
ANG Enables Lower-Cost Storage and Delivery for RNG Service Providers Today: utilizing high-pressure CNG ▪ When scoping potential RNG-producing agricultural waste sites, RNG service providers calculate how many trailers they need to hold the amount of gas the site produces. $500,000 each ▪ Often, th
Slide 19: Other Exciting Applications for the Nuchar Portfolio
4 Other Exciting Applications for the Nuchar Portfolio 19
Slide 20: Additional Uses for Our Activated Carbon
Additional Uses for Our Activated Carbon Allow us to enter many other attractive markets Where we participate today Potential opportunities under consideration Air filtration Chloramine reduction Drug delivery Optimal pore size distribution and Chloramine is widely used for Our activated carbon can
Slide 21: Confidence in Our Strategy for New Activated Carbon Pathways
Confidence in Our Strategy for New Activated Carbon Pathways Beyond ICE gasoline vapor emission control CAPITALIZE DIVERSIFY FOCUS INVEST Capitalize on our Beyond gasoline Focus on high margin Invest in additional manufacturing and vapor emission and sustainability- manufacturing technology expertis