Ascent Industries Co. · NASDAQ:ACNT
Ascent Industries — Planet Microcap Showcase (April 2025)
18 slides from Ascent Industries's conference presentation, April 2025
Slide 1: Planet Microcap Showcase
Planet Microcap Showcase Ascent I ndustries Co. | Nasdaq: ACNT
Slide 2: Forward Looking Statement Safe Harbor and Non-GAAP Information
Forward Looking Statement Safe Harbor and Non-GAAP Information Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and other applicable federal securities laws. All statements that are not histo
Slide 3: 2025 The Final Inning of a Successful Transformation
2025 The Final Inning of a Successful Transformation
Slide 4: CEO & CFO Have a Proven Track Record
CEO & CFO Within Have base an asset a Proven TrackofRecord capable of Making supporting significant Good Specialty growth Chemical with minimal Companies capital Great reinvestment Kitchen, Kavalauskas, and many of their management team counterparts have previously worked together, a synergy that ha
Slide 5: After 75 years, we are going back to our roots as a Specialty Chemical Company
After 75 years, we are going back to our roots as a Specialty Chemical Company Company Manufacturers Divestiture of Founded Synalloy Corporation Chemicals Palmer of Texas Tanks Specialty Pipe & Tube Marcegaglia USA DanChem Technologies Specialty Pipe & Portfolio Blackman Uhler Industries, Inc. was B
Slide 6: Stabilized & Building Momentum: 2024 Results
Stabilized & Building Momentum: 2024 Results $19.9M $20.5M $35.9M YoY Increase / 125% Increase YoY Increase / 1,349% YoY Decrease / 19% in Adjusted EBITDA Increase in Gross Profit Reduction in COGS 20% Reduction in Inventory $17M 4 Successive Quarters of QoQ Cash from Continuing Operations non-GAAP
Slide 7: Bristol Transaction Overview
Bristol Transaction Overview Ascent Industries Co. closed on the sale of Bristol Metals, LLC to Ta Chen International, Inc., advancing the strategic transition to Specialty Chemicals The Transaction Remaining Tubular Assets Transaction Price: Premium to NBV: Closing Date: 2024 Revenue $45M* ~10% 4.0
Slide 8: Ascent Today
2025 Ascent Today Chemistry by Design
Slide 9: Who We Are
Who We Are An undervalued, specialty chemicals platform with strong liquidity 1945 and a permanent investment horizon led by a proven management Founded team with a track record of making good businesses great 274 Execute a customer-centric chemical supply chain model that fuses Employees What We Do
Slide 10: Filling the plants with higher margin business that is more predictable and reliable
Filling the plants with higher margin business that is more predictable and reliable Portfolio defined, refined & rebranded Sales Volume Average Selling Price Margin 53% Increase 52% 24% Favorable Favorable 23% $1.74 31% 25% 15% $1.14 2023 2024 2024 2024 Proprietary Products Custom Manufacturing Pro
Slide 11: Within an asset base capable of supporting significant growth with minimal capital reinvestment
Within an asset base capable of supporting significant growth with minimal capital reinvestment Growth-Enabling Capacity in Place to Requiring minimal capital Unlock Significant Growth reinvestment to support growth MM USD $1.6 $1.6 $1.4 $1.3 Danville, VA 2022 2023 2024 2025B Fountain Inn, SC Specia
Slide 12: Growth Levers
2025-2030 Growth Levers Durable Earnings-Growth
Slide 13: Simple and Clear EBITDA Drivers
Simple and Clear EBITDA Drivers Management Turnaround Organic Growth / Operating Leverage Inorganic Growth Structural cost savings with emphasis on strategic sourcing • Enhanced commercial strategy to grow share of higher- Searching for good businesses to make great Aggressive management of co
Slide 14: And strong liquidity to support investor-friendly capital allocation priorities
And strong liquidity to support investor- friendly capital allocation priorities Every internal investment and acquisition is about accelerating progress, creating synergies that make sense, and delivering real, sustainable value. It's not only about size —it's about outcomes that matter, both strat
Slide 15: Why invest in Ascent?
Why invest in Ascent? Final Inning of Portfolio Optimization Strategic clarity. Focus. Efficiency. Stabilized and Growth Ready Predictability. Confidence. Credibility. Reduced risk. Growth Capacity In-Place Optionality. Scale. Margin. Growth. Resilience. Near-Term Upside Undervalued, leverage multip
Slide 16: Contact Us
Contact Us Ryan Kavalauskas Chief Financial Officer rkavalauskas@ascentco.com Ralf Esper Gateway Group, Inc. ACNT@gateway-grp.com 16
Slide 17: Appendix
Appendix 17
Slide 18: Financials: Reconciliations of Non-GAAP Adjusted EBITDA
Financials Reconciliations of Non-GAAP Adjusted EBITDA Year Ended December 31, ($ in thousands) 2024 2023 Consolidated Net loss from continuing operations $ (11,225) $ (34,151) Adjustments: Interest expense 418 4,238 Income taxes 6,159 (6,924) Depreciation 5,936 6,161 Amortization 1,487 1,505 EBITDA
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