Slide 1: Packaging & Specialty Plastics Customer Deck
Packaging & Specialty Plastics Customer Deck 1 ® Trademark of The Dow Chemical Company (“Dow”) or an affiliated company of Dow
Slide 2: Table of contents
Table of contents • About Dow • Introduction to Packaging & Specialty Plastics • Differentiated Solutions • Product Innovation • Sustainability
Slide 3: About Dow
About Dow
Slide 4: This is Dow
This is Dow Every answer starts with asking the right question. $43B ~36,000 net sales in 2024 employees At Dow, these questions and the pursuit of solutions for the world’s toughest challenges inspire us to collaborate and use our materials science expertise to create innovative solutions that tran
Slide 5: Dow's ambition in action
Dow’s ambition in action Innovative Customer-centric We continuously seek materials Our personal and digital interactions are science breakthroughs in partnership designed to make it easy, enjoyable and with our customers, as well as through effective to do business with Dow. It's process improvemen
Slide 6: Dow Advantage: Global Scale in Attractive Market Verticals
Dow Advantage: Global Scale in Attractive Market Verticals Reporting Segments & Business Units1 2024 Net Sales by Area2 Key Differentiators ▪ Unique go-to-market strategy driven by diverse and Packaging & Specialty Plastics innovative product and catalyst portfolio Packaging and Specialty Plastics H
Slide 7: Delivering Value to Customers in High-Growth Market Verticals
Delivering Value to Customers in High-Growth Market Verticals INDUSTRY TRENDS ENABLE >$800B ADDRESSABLE MARKET BY MID-DECADE1 PACKAGING INFRASTRUCTURE CONSUMER MOBILITY ~ 30% ~ 40% ~ 20% ~ 10% KEY APPLICATIONS AND DOW TECHNOLOGIES • Increasing Circularity to Meet • Enabling the Renewable Energy • En
Slide 8: Our Leadership Team
Our Leadership Team Jim Fitterling Karen S. Carter Jeffrey L. Tate Chair & Chief Executive Officer Chief Operating Officer Chief Financial Officer Debra Bauler Marco ten Bruggencate Lisa Bryant Chief Information & Digital Officer President, Industrial Intermediates & Chief Human Resources Officer In
Slide 9: Packaging & Specialty Plastics (P&SP)
Packaging & Specialty Plastics (P&SP)
Slide 10: Well-positioned to lead a sustainable future
Well-positioned to lead a sustainable future For Internal Use Only Increasing Margins AND Benchmarking Confirms Growing Volume Differentiation 25 Average volume growth of ~1.6x GDP while 0,30 Dow’s purpose-built integrated PE portfolio consistently Polyethylene Volume (Billion lbs) Op. EBITDA Per Po
Slide 11: Differentiated Solutions
Differentiated Solutions
Slide 12: Consumer
Consumer Increase design freedom with our forward-thinking ionomer technology. These advanced materials enhance moldability and offer excellent chemical and scratch resistance. Segments COSMETIC PACKAGING FOOTWEAR HIGH-PERFORMANCE HOT MELT ADHESIVES GOLF BALLS We are constantly seeking more sustaina
Slide 13: Food & Specialty Packaging
Food & Specialty Packaging Freshness. Safety. Security. Sustainability. We work with brand owners and converters to address consumer expectations, while innovating to improve packaging line performance, shelf life, tamper resistance, and environmental impact. Segments PROCESSED MEAT AND CHEESE FRESH
Slide 14: Healthcare & Hygiene
Healthcare & Hygiene From rigid and flexible medical and pharmaceutical packaging to medical fluid bags and tubing to absorbent and hygiene products, our materials are designed for performance, sustainability, safety, strength, comfort and protection. Segments MEDICAL AND ABSORBENT AND MEDICAL PHARM
Slide 15: Industrial & Consumer Packaging
Industrial & Consumer Packaging Shelf appeal. Good impact resistance. Enhanced crop productivity. Protection during transportation, storage and handling. From hand to machine applications and medium- to high-stretch requirements, our materials are tailored to your specific needs, offering a competit
Slide 16: Rigid Packaging
Rigid Packaging Our broad portfolio of polyethylene-based resins can help produce stronger, tougher, lighter, more efficient and more sustainable plastic for material handling containers. Segments INJECTION- LARGE PART BLOW-MOLDING MOLDING BLOW-MOLDING Design for recyclability while maintaining exce
Slide 17: Wire and Cable
Wire and Cable Our compounds for Wire and Cable provide levels of protection for all classes of power cables and various telecommunication applications, offering excellent electrical properties and long service life. Segments MEDIUM VOLTAGE HIGH AND EXTRA-HIGH CABLE JACKETS CABLE VOLTAGE CABLE LOW V
Slide 18: Infrastructure
Infrastructure From durable and resilient roofing membranes to advanced polyethylene technology for stronger, longer-lasting pipelines for water, gas and telecommunications, our materials for Construction and Infrastructure are designed to extend service life and reduce the need for replacement. Seg
Slide 19: Transportation and Mobility
Transportation and Mobility Address the challenges of an evolving mobility industry. From hard and soft thermoplastic olefin (TPO) compounds to our polyethylene 3D loop technologies, our materials focus on high performance, safety, lighter weight, design flexibility, manufacturing efficiency and car
Slide 20: Product Innovation
Product Innovation
Slide 21: Pack Studios
Pack Studios Pack Studios is a global network of specialists driving innovation and collaboration across industries. Our state-of- the-art, pilot- and production- scale facilities empower businesses to prototype, test, and refine designs for packaging applications and beyond. Leveraging a global tec
Slide 22: R&D Collaborate Innovate Accelerate
R&D Collaborate Innovate Accelerate Material Science Converter Application Development Supplier/Equipment Manufacturer Brand Owner Process Catalyst Research Research Retailer Research Development Commercialization
Slide 23: Sustainability
Sustainability
Slide 24: Our global targets: Transforming our future offerings
Our global targets: Transforming our future offerings
Slide 25: Driving circularity with lower carbon footprint
Driving circularity with lower carbon footprint POWERED BY INNOVATION CARBON CIRCULARITY Net Zero New Nuclear & Advanced Mechanical Bio-Based Design for Cracker & Cracking Renewable Electrification Recycling Recycling Feedstocks recyclability CO2 Technology Energies Capture
Slide 26: Circularity
Circularity
Slide 27: Incorporating recycled content
Incorporating recycled content Dow is committed to transforming plastic waste into valuable resources through our sustainability goal, Transform the Waste. Our REVOLOOP Recycled Plastics Resins incorporate post-consumer recycled content to offer high performance and processability. These single-pell
Slide 28: D4R (Design for Recyclability)
D4R (Design for Recyclability) At Dow, circularity begins with innovative design. Collaborating with value chain partners, we’re leading the way in developing mono- material polyethylene (PE) films that address the high-performance demands of modern packaging while supporting recyclability through b
Slide 29: Resource efficiency
Resource efficiency Dow’s resource-efficient packaging solutions are designed to maximize material use, reduce waste, and minimize environmental impact, all while maintaining the high performance our customers expect. By enhancing packaging design and materials, we offer sustainable options that enh
Slide 30: Bio-based/Renewable solutions
Bio-based/Renewable solutions Our bio-based and renewable solutions offer a sustainable alternative to fossil-based feedstocks, helping to reduce carbon footprints while maintaining the high-performance standards our customers rely on. By utilizing renewable resources, we drive innovation in packagi
Slide 31: Circulus
Circulus Dow has acquired Circulus, a leading recycler of plastic waste into post-consumer resin (PCR). This will add capacity of 50,000 metric tons of recycled materials annually to advance progress towards Dow’s 2030 Transform the Waste goal. Highlights from this transition include: • Two recyclin
Slide 32: Unlocking the value of waste through the materials ecosystem
Unlocking the value of waste through the materials ecosystem By definition, waste is unwanted, requires disposal and is not always valued. However, when science and economics find a way to take this unwanted material, break it down into its basic building blocks and turn those building blocks into s
Slide 33: The materials ecosystem
The materials ecosystem Collecting, Cleaning & Sorting Advanced Collecting, Mechanical Bio Waste ►Recycling Cleaning ►► Recycling& Sorting ► Design Manufacturing for Circularity Consumer Influences & ► ►Business ►► Mechanical Recycling Consumer & Business enable There To is a gap Mechanical produce
Slide 34: Decarbonization
Decarbonization
Slide 35: Decarbonize & grow: World's first net-zero Scope 1 & 2 emissions complex
Decarbonize & grow: World’s first net-zero Scope 1 & 2 emissions complex Leading the Industry in Decarbonization, with a First-Mover Advantage Invest to Grow Top Brand CO2 Commitments1 Market Drivers Value Levers Decarbonize Coca-Cola 25% 100% Expands ethylene Growing Global and PE capacity PepsiCo
Slide 36: _ Dow =
_ Dow = Seek
Slide 37: SEC disclosure rules
SEC disclosure rules ▪ Some of our comments include statements about our expectations for the future. Those expectations involve risks and uncertainties. Dow cannot guarantee the accuracy of any forecasts or estimates, and we do not plan to update any forward-looking statements if our expectations c