Ascent Industries Co. · NASDAQ:ACNT
Ascent Industries — 16th Annual Midwest IDEAS Conference (September 2025)
20 slides from Ascent Industries's conference presentation, Sep 18, 2025
Slide 1: Business Breakdowns
Business Breakdowns September 18, 2025 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 Stabilized, Transformed, & Executing
2025 Stabilized, Transformed, & Executing
Slide 4: 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 Founded Synalloy Manufacturers Palmer of Specialty Pipe Marcegaglia USA Divestiture of Blackman Uhler Corporation Chemicals Texas Tanks & Tube Synalloy Corporation DanChem Specialty Pipe Portfolio Technologies Ind
Slide 5: CEO & CFO Have a Proven Track Record of Making Good Specialty Chemical Companies Great
CEO & CFO Have a Proven Track Record of Making Good Specialty Chemical Companies Great Synergistic CEO & CFO Kitchen, Kavalauskas, and many of their management team counterparts have previously installed early 2024 worked together, a synergy that has had an undeniable impact on Ascent's operational
Slide 6: Our Strategy & Operating Model
Our Strategy & Operating Model Outcomes over everything. We’re building a platform that solves real problems across the value chain, not just by providing products or capacity, but by offering a full suite of services: formulation development, reaction capabilities, blending, packaging, logistics, r
Slide 7: What We Do, How We Win
Integrated Capabilities and Agile Business Models for Superior Customer Outcomes SOLUTIONS BUSINESS MODEL Primary Formulation Toll Custom Buy, Build & Development Scale-Up Reaction Blending Warehousing Logistics Regulatory Customization Products Manufacturing Manufacturing Operate Ascent (CaaS Model
Slide 8: Tailored specialty-chemistry solutions across high-value segments
Guided by customer needs, we deliver tailored specialty-chemistry solutions at scale across an array of high-value segments Life Sciences Performance Materials Household, Industrial, and Personal Care Oil & Gas Water Treatment Textiles Institutional (HI&I) Cleaning $25 BN TAM | 4-5% CAGR $15 BN TAM
Slide 9: Filling the plants with higher margin business that is more predictable and reliable
While filling the plants with higher margin business that is more predictable and reliable Portfolio Defined, Refined & Rebranded Sales Volume* Average Selling Price* Gross Margin* 53% Increase 52% Favorable 24% Favorable 23% $1.74 31% 25% 15% $1.14 2023 2024 2024 2024 Proprietary Products Custom Ma
Slide 10: Asset base capable of supporting significant growth with minimal capital reinvestment
Within an asset base capable of supporting significant growth with minimal capital reinvestment Ample, underutilized capacity Requiring minimal capital provides a capital-light, low-risk reinvestment to support growth foundation for outsized growth MM USD $1.6 $1.6 $1.4 $1.3 Danville, VA 2022 2023 2
Slide 11: 1H Results from Continuing Operations: Inflection Point
1H Results from Continuing Operations Inflection Point: Foundation Laid, Growth Ahead 24% Reduction in COGS YoY 1H Decrease / $9.0M 77% Increase in Adj. EBITDA YoY 1H Increase / $2.6M Proceeds Generated $56M Bristol & ASTI Asset Sale – pre – NWC true-up Strong Balance Sheet and Driving Transformatio
Slide 12: 2025-2030 Growth & Catalysts
2025-2030 Growth & Catalysts Durable Earnings-Growth
Slide 13: Portfolio Optimization: Monetize Munhall
Portfolio Optimization – Target EOY The Headline Shut Down In 2023 Con’t Operations Monetize $2.1MM Munhall Annualized EBITDA Impact Tubular Asset Idled in 2023 | Equipment Monetized in 2024 Paying $2.1MM / annum in rent, taxes, utilities and insurance for an idled tubular asset in Munhall, PA. Acti
Slide 14: Stabilized; Focused on Unleashing
1H2025 Pipeline Conversion Stabilized; Focused on 11% 150% 50 2.7 Months 18% ANNUALIZED ANNUALIZED ADJ. P RO J E C T SALES CONVERSION COUNT C YC L E R AT E Unleashing R E V E N U E G RO W T H E B I T D A G ROW T H OV E R T T M OV E R T T M 1H Existing Customer Expansion 1H New Customer Acquisition G
Slide 15: Simple and Clear EBITDA Drivers
Simple and Clear EBITDA Drivers Management Turnaround Organic Growth / Operating Leverage Inorganic Growth Structural cost savings with emphasis on strategic sourcing Enhanced commercial strategy to grow share of higher- Searching for good businesses to make great Aggressive management of co
Slide 16: Strong liquidity to support investor-friendly capital allocation priorities
And strong liquidity to support investor- friendly capital allocation priorities Every internal investment and acquisition is about accelerating progress, creating synergies that make sense, and delivering real, sustainable value. It's not only about size, it's about outcomes that matter, both strat
Slide 17: Why invest in Ascent?
Why invest in ? Portfolio Optimized Strategic clarity. Focus. Efficiency. Stabilized and Growth Ready Predictability. Confidence. Credibility. Reduced risk. Growth Capacity In-Place Optionality. Scale. Margin. Growth. Resilience. Near-Term Upside Undervalued, leverage multiple upside. Strong Balance
Slide 18: Contact
Ryan Kavalauskas Chief Financial Officer rkavalauskas@ascentco.com Ralf Esper Gateway Group, Inc. ACNT@gateway-grp.com 18
Slide 19: Appendix
Appendix 19
Slide 20: Financials: Reconciliations of Non-GAAP Adjusted EBITDA
Consolidated EBITDA and Adjusted EBITDA from continuing operations are as follows: FINANCIALS ($ in thousands) Consolidated Net loss from continuing operations $ Three Months Ended June 30, 2025 (2,447) $ 2024 (1,450) $ Six Months Ended June 30, 2025 (4,453) $ 2024 (4,931) Adjustments: Interest expe
Ascent Industries — 16th Annual Midwest IDEAS Conference (September 2025) on 6ix