Slide 1: ESG at Our Core
ESG AT OUR CORE How Ecolab grows fast by doing what’s right JUNE 8, 2021
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT Forward-Looking Information: This communication contains forward looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements regarding our financial and business
Slide 3: Agenda
AGENDA ESG is core to our growth ESG leadership in action CHRISTOPHE BECK EMILIO TENUTA Environment CHIEF EXECUTIVE OFFICER & PRESIDENT SENIOR VICE PRESIDENT & CHIEF SUSTAINABILITY OFFICER Social Governance Growing fast by doing what’s right Q&A ANNE GOTTE MIKE MCCORMICK SENIOR VICE EX
Slide 4: Our ESG Journey
OUR ESG JOURNEY DECEMBER 2020 FOCUS TODAY’S FOCUS ESG in our growth model ESG in our growth model, our operations and initiatives How we partner to help customers grow in a sustainable way Real-life customer partnership stories Environmental leadership Latest environmental operational an
Slide 5: ESG Is Integral to Our Growth Model
ESG IS INTEGRAL TO OUR GROWTH MODEL 5
Slide 6: Supporting Global Needs
SUPPORTING GLOBAL NEEDS WATER FOOD HEALTH 1.1 TRILLION 36% 66 BILLION GALLONS MANAGED GLOBAL FOOD SUPPLY HANDS CLEANED PROTECTED CLIMATE SOCIETY STAKEHOLDERS 20% SERVING IMPACTING LIVES IN WORLD’S POWER 3 MILLION 170+ GENERATED CUSTOMER SITES WITH COUNTRIES DIVERSE TEAMS 6
Slide 7: Guided by Expertise and Innovation
GUIDED BY EXPERTISE AND INNOVATION BREAKTHROUGH ON-SITE EXPERTISE TECHNOLOGY BEST RESULTS AT LOWEST TOTAL COST (Reduced water, energy, waste impact) GLOBAL KNOW-HOW PREDICTIVE INSIGHTS 7
Slide 8: Delivering Meaningful, Measurable Impact
DELIVERING MEANINGFUL, MEASURABLE IMPACT Our solutions, insights and expertise help customers achieve business and environmental goals, demonstrating Total Value Delivered and an Exponential Return on their Investment BUSINESS OUTCOMES OPERATIONAL DRIVERS ENVIRONMENTAL IMPACT $ TOTAL VALUE DELIVERED
Slide 9: Achieving Exponential Outcomes
ACHIEVING EXPONENTIAL OUTCOMES WATER SAVINGS SALES EPS (Adjusted) (Adjusted)* $Billions 13,000 12,500 12,000 11,500 11,000 10,500 10,000 9,500 2015 2016 2017 2018 2019 2020 Future COVID-19 Saving water equaling the annual drinking water *Continuing operations sales growth, excluding ChampionX needs
Slide 10: Partnering with Global Trusted Brands
PARTNERING WITH GLOBAL TRUSTED BRANDS 10
Slide 11: Our ESG Leadership in Action
OUR ESG LEADERSHIP IN ACTION WEF Stakeholder Capitalism Metrics Water Risk Tool Launch Workforce Demographics Data Water Resilience Coalition Day of Understanding Event Supplier Diversity Goals COVID-19 Response 11
Slide 12: Environmental Leadership
ENVIRONMENTAL LEADERSHIP 12
Slide 13: Sustainable, Economic Outcomes
SUSTAINABLE, ECONOMIC OUTCOMES CUSTOMERS OUR OWN OPERATIONS Driving exponential operational and Embodying corporate responsibility and sustainability results with our customers sustainability in our own operations 13
Slide 14: Outcomes with Our Customers
OUTCOMES WITH OUR CUSTOMERS 2030 goals: WATER CLIMATE FOOD HEALTH 2030 GOAL 2030 GOAL 2030 GOAL 2030 GOAL 300 BILLION 6 MILLION 2 BILLION 90 BILLION gallons water conserved metric tonnes CO2e avoided people provided high-quality and safe food hands cleaned In 2020, we helped customers: conserve avoi
Slide 15: Progress in Our Operations
PROGRESS IN OUR OPERATIONS 2030 goals: DIVERSITY, EQUITY, AND WATER CLIMATE INCLUSION SAFETY 2030 GOAL 2030 GOAL 2030 GOAL 50% 50% 35% and 25% GOAL ZERO management level gender and ethnic/racial reduction in at-risk watersheds reduction in CO2e diversity, respectively As of 2020, we: reduced overall
Slide 16: Example in Power: Exelon
EXAMPLE IN POWER: EXELON Exelon Generation is committed to generating safe, reliable energy, and is a leading operator of carbon-free nuclear power plants in the U.S. Ecolab helped Exelon reduce water use and minimize waste, reducing its overall impact on the environment while continuing to deliver
Slide 17: Exelon: Connected Power Plant
EXELON: CONNECTED POWER PLANT DIGITAL SOLUTIONS 3D TRASAR™ Technology Global Intelligence Center ECOLAB 3D™ Platform OMNI™ ANALYTICS STEAM SYSTEM APPLICATIONS 3D TRASAR™ Technology for Boiler COOLING WATER APPLICATIONS 3D TRASAR™ Technology for High- Pressure Boiler PRETREATMENT SOLUTION
Slide 18: Coming Next: Water Flow Intelligence
COMING NEXT: WATER FLOW INTELLIGENCE Water Flow Intelligence is a digital service that helps uncover water savings opportunities via real-time visibility of usage facility and enterprise wide. Facility & Enterprise-Wide Water Use Dashboard Total water usage management Real-time visibility across
Slide 19: Example in Hospitality: Wyndham
EXAMPLE IN HOSPITALITY: WYNDHAM Wyndham Hotels & Resorts was looking for solutions to help reduce their environmental footprint while keeping spaces clean and safe during the COVID-19 pandemic. ANNUAL SAVINGS ANNUAL SAVINGS WATER ENERGY GREENHOUSE GAS TOTAL VALUE DELIVERED 160 28 2,800 MILLION MILLI
Slide 20: Hospitality: Water and Energy Impact
HOSPITALITY: WATER AND ENERGY IMPACT WATER + ENERGY 3D TRASAR: Cooling & Chiller Efficiency Up to 1,000,000 gals & 150,000 kWh per year $20,000 annual water savings $30,000 annual energy savings SMARTPOWER & Low Temp Machines Up to 300,000 gals & 50,000 kWh per year Pool & Spa: Reduce Dump and Fills
Slide 21: Social Leadership
SOCIAL LEADERSHIP ANNE GOTTE 21
Slide 22: Our DE&I Commitments
OUR DE&I COMMITMENTS BY 2030, WE WILL: WORKFORCE WORKPLACE MARKETPLACE EXTERNAL REACH + IMPACT Ensure 50% 100% DOUBLE At least increase in woman pay equity 80% and people of color our US spend with (audited by third party) of our community at management diverse suppliers by giving aligned to level a
Slide 23: DE&I Integrated Across Our Operating Model
DE&I INTEGRATED ACROSS OUR OPERATING MODEL COMPANY PURPOSE AND EMPLOYER BRAND WORKFORCE Recruitment & Hiring Retention & Advancement People & Pay Analytics Learning & Offerings & Engagement Employee Ethics & WORKPLACE Development Recognition & Advocacy Resource Values Groups Industry/Corporate Suppl
Slide 24: Progress Toward Our Commitments
PROGRESS TOWARD OUR COMMITMENTS BUILDING A MORE DIVERSE WORKFORCE TAKING CARE OF EACH OTHER Executive Women % of women in (Global) Executive POC (U.S.) executive level +70% Protected jobs + hires +70% since 2019. supported all impacted +52% +30% % of POC in 100% of senior executive +24% leaders glob
Slide 25: Listening: Day of Understanding Series
LISTENING: DAY OF UNDERSTANDING SERIES Providing more frequent opportunities for real conversations about race and building a more inclusive culture across all our non-majority groups. August 2020: focused on racism against Black and African Americans, building allyship and inclusion January 202
Slide 26: EmpowHER Program
EMPOWHER PROGRAM A gender equality program in Europe is improving gender diversity and accelerating the advancement of women, with special focus on leadership and frontline roles. 300+ 100+ frontline managers participants in trained in mentoring and unconscious bias sponsorship roles 26
Slide 27: Black Leaders' Forum Mentoring Program
BLACK LEADERS’ FORUM MENTORING PROGRAM Pairs sales executives across divisions with high potential Black and African American associates who aspire to grow into sales leadership (GM) positions. Differentiated development opportunity helps create equity Strengthens sales leadership pipeline 50%
Slide 28: Governance Leadership
GOVERNANCE LEADERSHIP MIKE MCCORMICK 28
Slide 29: Committed to Strong Governance
COMMITTED TO STRONG GOVERNANCE BOARD EXECUTIVE SHAREHOLDER DISCLOSURE COMPENSATION RIGHTS • Independent, • Aligned with • Strong • Transparent well-qualified and stockholder stockholder disclosure of engaged interests rights corporate • Diverse • Pay for • Annual election governance • 38% women perf
Slide 30: Engaging Our Board
ENGAGING OUR BOARD Board committee charters addressing ESG topics BOARD AUDIT GOVERNANCE COMPENSATION SH&E • Setting • Code of Conduct • Charitable giving* Pay equity / wage level • Waste management* corporate protected reporting • Child labor / forced labor Employment law risks* • Climate-relat
Slide 31: We Grow by Doing What's Right
WE GROW BY DOING WHAT’S RIGHT CHRISTOPHE BECK 31
Slide 32: Clear Purpose
CLEAR PURPOSE WATER FOOD HEALTH CLIMATE CHALLENGE 56% 35% 30% 25% freshwater deficit more food more people more energy by 2030 by 2050 by 2050 by 2050 OUR RESPONSE SAFE FOOD FOR 90 BILLION 6 MILLION 300 BILLION 2 BILLION CLEAN HANDS METRIC TONNES GHG GALLONS PEOPLE REDUCED = + + + 1 BILLION 11 MILLI
Slide 33: Clear Recognition
CLEAR RECOGNITION ENVIRONMENT SOCIAL RESPONSIBILITY 33
Slide 34: Clear Reporting
CLEAR REPORTING 2020 REPORTING Corporate Responsibility Sustainability ESG Overview Annual Report and Enhanced Corporate GRI Report Overview and Digital Form 10-k Responsibility content Report on Ecolab.com RECENT ADDITIONS > Expanded workforce > New featured eROI > New supplier diversity > Climate
Slide 35: Clear Values
CLEAR VALUES We reach our goals. We work together with diverse Delivering results for our customers, perspectives shareholders and each other. Working together for the good of the team and total company. We do what’s right. Being honest, reliable and genuine in our We make a difference. actions. Act
Slide 36: Clear Performance
CLEAR PERFORMANCE EPS Growth EPS (adjusted) 15% $6.00 $5.00 Sales Growth $4.00 6-8% $3.00 $2.00 $1.00 $0.00 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021+ 36
Slide 37: Ecolab
ECOLAB ECOLAB