Ecovyst Inc. · NYSE:ECVT
Ecovyst — PQG Virtual Investor Conference (April 2021)
15 slides from Ecovyst's conference presentation, Apr 8, 2021
Slide 1: Catalyst Technologies
Catalyst Technologies Tom Schneberger President, Catalyst Technologies YOUR CATALYST FOR POSITIVE CHANGE CATALYST TECHNOLOGIES / 1
Slide 2: Key Takeaways
Key Takeaways We provide innovative technologies in growing markets We selectively invest where we can grow faster than the market Customers rely on our customized offerings resulting in predictable growth and strong margins CATALYST TECHNOLOGIES / 2
Slide 3: Catalyst Technologies Business Structure
Catalyst Technologies Business Structure Catalyst Technologies Silica Catalysts Zeolyst International (100% ownership) (50% ownership with Shell Catalysts & Technologies - est. 1988) Leading global supplier of silica catalysts Leading global supplier of synthetic and catalyst supports used to produc
Slide 4: Business Snapshot – Catalyst Technologies
Business Snapshot – Catalyst Technologies We partner with our customers to help improve the performance, durability and environmental profile of their products. Our products are required to meet the evolving standards of cleaner fuels, reduced waste and emission control. Sales by End Use Segments1 S
Slide 5: We Innovate With Customers and Manufacture Strategically to Meet Their Global Needs
We Innovate With Customers and Manufacture Strategically to Meet Their Global Needs Amsterdam, NL Warrington, UK Delfzijl, NL Ghent, BE 1 R&D and pilot plant capabilities Pittsburg, CA Conshohocken, PA S. Korea in multiple regions Kansas City,KS Houston,TX 2 Flexible manufacturing network Global sal
Slide 6: We Enable Our Customers to Address the Sustainability of Their Products
We Enable Our Customers to Address the Sustainability of Their Products Polyethylene Fuels & Emission Control Niche Custom Catalysts • Strengthening and • Increasingly efficient and • Novel production processes lightweighting cleaner fuels with increased efficiencies • Increasingly efficient • Incre
Slide 7: We Play a Critical Role in the Polyethylene Value Chain
We Play a Critical Role in the Polyethylene Value Chain 1 ecovyst catalysts & supports Feedstock Films/Packaging & Ethylene Polyethylene (Ethane/Naphtha) other end uses Pyrolysis catalysts & supports 2 under development • Production of • Production of clear • Reduces • Improves Critical Functionalit
Slide 8: We Are Integral to Clean Fuels and Emission Control
We Are Integral to Clean Fuels and Emission Control 1 Hydroprocessing (HCC) catalysts & supports Feedstock Vehicles, Diesel Transportation Fuel (Naphtha) construction, etc. Feedstock Renewable Diesel (Biomass) 3 2 Renewable fuel catalysts & supports SCR catalysts • Converts heavy oil • Reduces • Rem
Slide 9: We Focus on Higher Growth Segments Where We Have Technology Advantages
We Focus on Higher Growth Segments Where We Have Technology Advantages Renewable Materials Market Growth CAGR (2020-2025)1 Renewable Fuels >20% PE Silica Hydrogenation Based Catalyst Polypropylene Syngas PET PE MgCl Based Catalyst Hydrocracking (HCC) Hydrotreating (HT) Dehydrogenation Other Oxidatio
Slide 10: Polyethylene Demand Is Growing With Increasing Product Performance Requirements
Polyethylene Demand Is Growing With Increasing Product Performance Requirements >$1B ~4% 1 Increasing use of polyethylene per capita among growing middle class Size Demand CAGR 2 Health & Hygiene trend driving sterile 2020 – 2025 Demand packaging for food and other consumables Growth & Performance E
Slide 11: Fuel & Emission Control Customers Will Require More and Tailored Catalysts
Fuel & Emission Control Customers Will Require More and Tailored Catalysts Segment Size CAGR1 Hydrocracking ~$750M ~4% Vehicle Emissions ~$400M ~2% 1 Growing global energy requirements Demand Renewable Fuels >$100M >20% Growth & Tightening requirements for more Performance 2 efficient and cleaner fu
Slide 12: There Is Increasing Demand for Custom Catalysts in Niche Applications
There Is Increasing Demand for Custom Catalysts in Niche Applications Renewable Materials Chemical Synthesis Syngas Derivatives ecovyst continues to innovate custom catalysts to enable: Lower energy intensity The development of The creation of novel processes that The ability to recover and producti
Slide 13: Our Innovation Model is Driven by Customer Collaboration
Our Innovation Model is Driven by Customer Collaboration Customer Need We enable our customers to 1 develop and produce sustainable products Continuous Bench Commercialization Innovation We provide technical support Process Scale 2 to customers from R&D through production 3 We are an operating and s
Slide 14: Organic Growth Outlook
Organic Growth Outlook Growth Drivers Organic Sales Growth Outlook Preferred technology and increasing product Est. 10% CAGR 1 offerings projected to drive >8% sales CAGR in each of our three segments through 2025 8% CAGR Restored manufacturing network efficiencies following 2020/2021 disruption $17
Slide 15: Key Takeaways
Key Takeaways We provide innovative technologies in growing markets We selectively invest where we can grow faster than the market Customers rely on our customized offerings resulting in predictable growth and strong margins CATALYST TECHNOLOGIES / 15
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