American Vanguard Corporation · NYSE:AVD
American Vanguard — Q4 2025 Earnings Presentation
10 slides from American Vanguard's earnings presentation, Mar 16, 2026
Slide 1: Earnings Presentation
EARNINGS PRESENTATION March 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: Debt Transaction Summary Description
DEBT TRANSACTION SUMMARY DESCRIPTION Two-tiered Debt Structure $225MM first lien term loan (Centerbridge Patners) – SOFR + 8.25% $60MM second lien term loan (syndicate led by BMO) – SOFR + 2.00% Proceeds used to pay down revolving credit facility, with some funds placed on the balance sheet
Slide 4: Executive Summary Key Messages
EXECUTIVE SUMMARY KEY MESSAGES American Vanguard’s 2025 adjusted EBITDA of $39.2 million is a slight improvement The Company is rationalizing its Los Angeles compared to the prior year. manufacturing facility. Production lines will be moved to our Axis, Alabama facility. The Company has obtained fle
Slide 5: American Vanguard Full Year 2025 versus Full Year 2024
AMERICAN VANGUARD FULL YEAR 2025 VERSUS FULL YEAR 2024 NET SALES EBITDA FY25 FY24 FY25 FY24 $515 million $547 million $39.2 million $39.1 million • International sales, driven by weakness in • Cost cutting initiatives, coupled with a new joint Australia and Mexico, negatively impacted 2025 developme
Slide 6: New Product Pipeline Provides Revenue & Margin
NEW PRODUCT PIPELINE PROVIDES REVENUE & MARGIN • We forecast more than $100 million of annual revenue is in the project pipeline over the medium North American Product Launches term. 30 25 • New products typically have a higher margin than 20 our current portfolio of projects. 15 • R&D capital is mo
Slide 7: New Product Launch
‘WoDurol0 GIVE ROOT-ATTACKING PESTS S Below-ground proven control that hits first — and hits hard. Duro La delvers aggressive broad. ike com ‘ith two proven modes of action and iquid ‘at plant compatbaity, Duro LO integrates easily Into your system wile helping protect roots ‘and maxmize yleld poten
Slide 8: American Vanguard 2026 Targets
AMERICAN VANGUARD 2026 TARGETS NET SALES EBITDA 2026E 2026E $530 million - $550 million $44 million - $48 million • A strategic focus on increasing volumes and new • Improved factory utilization, coupled with a products should lead to improved net sales. continued focus on containing operational exp
Slide 9: Plan 2030
PLAN 2030 Yesterday Manufacturing inefficiencies Old fashioned / understaffed back-office functions") Lack of standardized systems and procedures Ineffective SIOP@ management Fragmented IT systems / platforms Insufficient KPIs Flat organization AMERICAN A VANGUARD Business improvement underpinned by
Slide 10: Thank You
THANK YOU Q&A