Sensient Technologies Corporation · NYSE:SXT
Sensient Technologies — Q3 2025 Earnings Presentation
28 slides from Sensient Technologies's earnings presentation, Oct 31, 2025
Slide 1: Third Quarter 2025 Earnings Call
Sensient Technologies Corporation Third Quarter 2025 Earnings Call October 31, 2025
Slide 2: Non-GAAP Financial Measures
2 Non-GAAP Financial Measures Within this document, the Company reports certain non-GAAP financial measures, including: (1) adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which exclude restructuring and other costs, including the Portfolio Optimization Pla
Slide 3: Forward Looking Statements
3 Forward Looking Statements This presentation contains statements that may constitute “forward-looking statements” within the meaning of Federal securities laws including under “2025 Financial Outlook”, “Long-Term Outlook”, and “Consolidated Full Year 2025 Outlook”. Such forward-looking statements
Slide 4: Quarterly Results & Business Update
Quarterly Results & Business Update 4
Slide 5: Q3 2025 Consolidated Results
5 Q3 2025 Consolidated Results (1) See appendix for our GAAP to Non-GAAP reconciliations.
Slide 6: Color Group Performance
6 Local Currency1 Results Commentary Color Group Performance Revenue Strong growth in the quarter driven by new sales wins and favorable pricing across the Group Operating Results Strong operating leverage in the quarter primarily due to favorable pricing and volume growth Adjusted EBITDA Margin1 fo
Slide 7: Flavors & Extracts Group Performance
7 Flavors & Extracts Group Performance Revenue Strong growth within Flavors, Extracts, and Flavor Ingredients As previously discussed, lower demand in Agricultural Ingredients (formerly known as Natural Ingredients) is anticipated to continue throughout 2025 Operating Results Operating leverage impr
Slide 8: Asia Pacific Group Performance
8 Asia Pacific Group Performance Revenue Driven by lower volumes within certain regions across the group but benefited by new sales wins Operating Results YOY operating income was relatively flat Adjusted EBITDA Margin1 for the Group was 24.2% in Q3 2025, up 40 bps from Q3 2024 (1) See appendix for
Slide 9: Business Outlook
(1) Represents outlook as of our earnings release provided on October 31, 2025, and does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as certain information required
Slide 10: Current Synthetic Color Regulatory Actions – U.S. Food and Beverage
10 Current Synthetic Color Regulatory Actions – U.S. Food and Beverage* *As of October 27, 2025 Shifting Regulatory Environment Provides Opportunity First SchoolLunch Ban West VirginiaAugust 2025 Red 3 Ban U.S. Federal BanJanuary 2027 State-wide warning labels for colors TexasJanuary 2027 First stat
Slide 11: FDA Tracking the Industry: Pledges to Remove Synthetic Food Dyes
Source: https://www.fda.gov/food/color-additives-information-consumers/tracking-food-industry-pledges-remove-petroleum-based-food-dyes FDA Tracking the Industry:Pledges to Remove Synthetic Food Dyes The FDA is maintaining a tracker highlighting companies in the food and beverage industry that "are s
Slide 12: 2025 Natural Color Highlights
2025 Natural Color Highlights 12 Integrated Safety Certification and Hazards Analysis Program for colors derived from botanical sources Rigorous screening for: Pesticides Heavy Metals Microbiologicals Adulteration Unauthorized Solvents Comprehensive vendor certification Stringent quality testing on
Slide 13: Taste Modulation: Sensient's Taste Elevating Technologies
Taste Modulation: Sensient’s Taste Elevating Technologies 13 BioSymphony™ Sensient’s signature innovation designed to elevate taste attributes. BioSymphony gives product developers flexibility to: Raise premium taste perception Optimize taste efficacy of any product Exponentially expand our customer
Slide 14: Financial Update & Outlook
Financial Update & Outlook 14
Slide 15: Q3 2025 Financial Review
15 (1) See appendix for our GAAP to Non-GAAP reconciliations. Q3 2025 Financial Review Local currency revenue1 increased 3.5% Q3 2025 results included $3.3 million of Portfolio Optimization Plan costs (approximately 9 cents per share) Adjusted EBITDA Margin1 improved 190 bps in the quarter due to fa
Slide 16: 2025 Cash Flow and Debt Metrics
16 2025 Cash Flow and Debt Metrics Q3 2024 QTD Q3 2025 QTD Cash Flow from Operations $ 76.8 million $ 44.0 million Capital Expenditures $ 13.2 million $ 19.8 million Total Debt $ 643.4 million $ 712.0 million Net debt to credit adjusted EBITDA1 2.4x 2.3x Cash flow from operating activities was $44.0
Slide 17: 2025 Financial Outlook
17 2025 Financial Outlook1 (1) Represents outlook as of our earnings release provided on October 31, 2025, and does not constitute an update or reissuance as of any later date. (2) This is a non-GAAP financial measure. We are not able to provide a reconciliation of this forward-looking measure as ce
Slide 18: SENSIENT°”
——— SENSIENT°”
Slide 19: Appendix
19 Appendix1 (1) Amounts in thousands, except percentages and per share amounts.
Slide 20: 20 Non-GAAP Financial Measures
20 Non-GAAP Financial Measures
Slide 21: 21 Non-GAAP Financial Measures
21 Non-GAAP Financial Measures
Slide 22: 22 Non-GAAP Financial Measures
22 Non-GAAP Financial Measures
Slide 23: 23 Non-GAAP Financial Measures
23 Non-GAAP Financial Measures
Slide 24: 24 Non-GAAP Financial Measures
24 Non-GAAP Financial Measures
Slide 25: 25 Non-GAAP Financial Measures
25 Non-GAAP Financial Measures
Slide 26: 26 Non-GAAP Financial Measures
26 Non-GAAP Financial Measures
Slide 27: 27 Non-GAAP Financial Measures
27 Non-GAAP Financial Measures
Slide 28: Net Debt to Credit Adjusted EBITDA
28 Non-GAAP Financial Measures Debt 2025 2024 Short-term borrowings 777 $ 17,811 $ Long-term debt 711,177 625,627 Credit Agreement adjustments (1) (27,992) (22,633) Net Debt 683,962 $ 620,805 $ Operating income (GAAP) 210,938 $ 157,646 $ Depreciation and amortization 61,034 59,645 Share-based compen
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