Chemours Company (the) · NYSE:CC
Chemours Company (the) — Investor Presentation (May 2019)
23 slides from Chemours Company (the)'s investor presentation, May 13, 2019
Slide 1: Investor Presentation May 13, 2019
Investor Presentation May 13, 2019 EXHIBIT 99.1
Slide 2: Safe Harbor Statement and Other Matters
Safe Harbor Statement and Other Matters This presentation contains forward-looking statements, within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, which involve risks and uncertainties. Forward-looking statements provide current expectations
Slide 3: Chemours Investment Thesis
industry-leading positions to drive top-line growth of 1x-2x GDP in our core businesses with high ROIC (+30%) projects to drive sustainable competitive advantage our existing businesses through targeted M&A the majority of our Free Cash Flow to shareholders over time through a growing dividend and m
Slide 4: The Chemours Company at a Glance
The Chemours Company at a Glance See reconciliation of Non-GAAP measures in the appendix Source: Company filings and data 1. Data represents net sales for the trailing twelve months ending March 31st, 2019 Chemical Solutions Titanium Technologies ($ in millions) Fluoroproducts Total Chemours Adjuste
Slide 5: Fluoroproducts Business Summary
Fluoroproducts Business Summary BUSINESS OVERVIEW Global market leader in Fluoroproducts Supplies fluoropolymer products for high performance applications across broad array of industries Supplies fluorochemical products for air conditioning, refrigeration and foam blowing agent markets Brands: Tefl
Slide 6: Fluorochemicals Long-Term Market View
Fluorochemicals Long-Term Market View Chemours Is Well Positioned to Capture Market Growth and Value for Both HFOs and Non-HFOs EXHIBIT 99.1
Slide 7: Stationary Market Breakdown
Stationary Market Breakdown Attractive Growth in Stationary Markets Expected over Next Decade Source: Industry trade publications, company disclosures, and company estimates Note: CAGRs are based upon non-rounded company estimates REVENUE $0.3B 88% CAGR 5% CAGR $0.8B CHILLERS ~$0.0B ~$0.3B ~$XM AIR
Slide 8: Opteon Advantage - CO2 Equivalent Basis
Opteon™ Advantage - CO2 Equivalent Basis Opteon™ Offers Low GWP Alternatives that Meet Tightening Environmental Standards Source: UN IPCC Fifth Assessment Report and Company estimates EXHIBIT 99.1
Slide 9: Opteon Patent Estate
Opteon™ Patent Estate Our multinational portfolio includes nearly 900 patents and pending applications on HFO technology, including compositions, uses and processes of manufacture The earliest patents on HFO technology are expected to expire in the mid-2020’s We continue to add to our patent applica
Slide 10: Fluoropolymers Target Markets for Application Development
Fluoropolymers Target Markets for Application Development Sources: McKinsey; Bain; IHS BCC, US Department of Energy, Chemours sales data and market forecasting * $ Millions; Addressable market size based on current applications, ingredient sales only 2016 Market Size* 2016 - 2027 CAGR 2027 Market Si
Slide 11: Recent Wins and Our Application Development Pipeline
Recent Wins and Our Application Development Pipeline Strong Pipeline Build Since Announcing Application Development in December 2017 DATA CENTERS USB-C CABLES MOBILE DEVICE ANTENNAS HYBRID VEHICLES ENERGY STORAGE Energy Automotive Consumer Electronics & Communication EXHIBIT 99.1
Slide 12: Chemical Solutions Business Overview
Chemical Solutions Business Overview FINANCIAL SUMMARY Mining Solutions – sodium cyanide, hydrogen cyanide Performance Chemicals & Intermediates – methylamines, glycolic acid, Vazo™ products, aniline, nitrobenzene BUSINESS OVERVIEW Portfolio of industrial businesses primarily operating in the Americ
Slide 13: Titanium Technologies Business Overview
Titanium Technologies Business Overview FINANCIAL SUMMARY BUSINESS OVERVIEW A global leader1 in TiO2 with production capacity of 1.25 million metric tons 4 TiO2 plants with 7 production lines Packaging facility at Kallo, Belgium Mineral sands mine at Starke, FL Strong brand reputation Ti-Pure™ sold
Slide 14: Ti-Pure Value Stabilization
Ti-Pure™ Value Stabilization CHEMOURS’ VISION We absorb the demand variance in our customers’ marketplace, while holding value-based pricing for Ti-Pure™ products Reduced business volatility stabilizes Chemours’ cash generation and enables more consistent capacity planning to serve our customers We
Slide 15: Ti-Pure Value Stabilization is a Win-Win
Value to Customers Predictable pricing enables improved supply chain planning Reduces need to build and hold excess inventory Provides volume certainty over time Value to Chemours Provides more stable earnings Enhances ability to plan for capacity adds to meet growing customer demand Allows for inve
Slide 16: Corporate Responsibility Commitment
Corporate Responsibility Commitment EXHIBIT 99.1
Slide 17: Clarifying Fluorine Chemistry
Clarifying Fluorine Chemistry PFAS is a broad term encompassing a number of substances produced for a variety of industries and products. Two of these substances, which have been the subject of study and frequent media and public discussion, are PFOS and PFOA PFOS and PFOA are the subject of Drinkin
Slide 18: Our Proactive Approach
Our Proactive Approach Fayetteville Chemours negotiated a Consent Order which was approved by the court in February 2019 Under the Consent Order, Chemours continues to capture process water >$100m capital commitment to reduce GenX and other facility-wide PFAS air emissions by 99% by end of 2019 Trea
Slide 19: Reconciliations
Reconciliations EXHIBIT 99.1
Slide 20: Segment Net Sales and Adjusted EBITDA (Unaudited)
Segment Net Sales and Adjusted EBITDA (Unaudited) EXHIBIT 99.1
Slide 21: Adjusted EBITDA to GAAP Income (Loss) Before Income Taxes Reconciliation
Adjusted EBITDA to GAAP Income (Loss) Before Income Taxes Reconciliation (Unaudited) EXHIBIT 99.1
Slide 22: Adjusted EBITDA to GAAP Income (Loss) Before Income Taxes Reconciliation
Adjusted EBITDA to GAAP Income (Loss) Before Income Taxes Reconciliation (Unaudited) EXHIBIT 99.1
Slide 23: ©2018 The Chemours Company. Chemours™ and the Chemours Logo are trademarks or registered trademarks
©2018 The Chemours Company. Chemours™ and the Chemours Logo are trademarks or registered trademarks of The Chemours Company EXHIBIT 99.1