Elementis Plc · LSE:ELM

Elementis — Merger or Acquisition (May 2025)

7 slides from Elementis's merger presentation, May 27, 2025

  1. Slide 1: Disposal of Talc Business

    Unique chemistry, sustainable solutions Disposal of Talc Business 27 May 2025 Unique chemistry, sustainable solutions

  2. Slide 2: Cautionary Statement

    Cautionary Statement This presentation, the presentation materials and discussion may The Company is the holding company for a number of operationally contain certain forecasts, projections and forward-looking distinct and autonomous subsidiaries that conduct the day-to-day statements – that is, sta

  3. Slide 3: Transaction Highlights

    Transaction Highlights Strategic review of Talc business announced in August 2024 Culminated in sale to IMI Fabi, a global talc manufacturer Enterprise Value of $121m1 Clean break, simultaneous signing and completion Net cash proceeds of $55m1 Transaction represents a key milestone in Elementis’ rep

  4. Slide 4: Details: A clean break, with concurrent signing and closing

    Transaction Details A clean break, with concurrent signing and closing €m $m1 Enterprise Value 107 121 Rehabilitation and Closure Costs (35) (40) Other debt and debt-like items (15) (17) Transaction Costs (8) (9) Unique chemistry, sustainable Net Cash Proceeds 48 solutions 55 Notes: 1. Converted at

  5. Slide 5: Impact: Pro-forma impact of Talc sale

    Transaction Impact High-quality portfolio focused on high-value specialty additives in the Coatings and Personal Care markets Pro-forma impact of Talc sale Full Year 2024 Elementis Talc Elementis $m 2024 2024 2024 Pro-Forma1 Sales 738 135 604 Adj. Operating Profit 129 8 1202 Adj. Operating Margin (%

  6. Slide 6: Return of Capital to Shareholders

    Return of Capital to Shareholders Transaction proceeds returned to shareholders in recognition of Elementis’ strong balance sheet and strong confidence in the streamlined Group’s prospects $50m Return of capital Effected via a share buyback programme Strong cash generation and robust balance sheet C

  7. Slide 7: Elementis repositioned

    Elementis repositioned A pure-play Specialty Chemicals company poised to drive further value creation Accelerated delivery of 2026 targets Repositioned as Benefits from strong, differentiated, pure-play specialty competitive positions 2024 2024 2026 chemicals leader Reported Pro-Forma1 Targets Poise

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