Chemours Company (the) · NYSE:CC

Chemours Company (the) — The Chemours Company — Investor Presentation (March 2026)

27 slides from Chemours Company (the)'s investor presentation, March 2026

1. Slide 1: The Chemours Company Investor Presentation

   THE CHEMOURS COMPANY Investor Presentation March 2026

2. Slide 2: Safe Harbor Statement and Other Matters

   Safe Harbor Statement and Other Matters This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward- looking statements provide current ex

3. Slide 3: Agenda

   Agenda 01 Company Overview 02 Strategic Progress 03 Financial Update 04 Appendix 3

4. Slide 4: Company Overview

   1 COMPANY OVERVIEW

5. Slide 5: Chemours Has a Collection of Industry-Leading Businesses

   Chemours Has a Collection of Industry-Leading Businesses (All $’s on a trailing twelve-month basis as of December 31, 2025, in millions) Thermal & Specialized Solutions (TSS) Geographical Breakdown 1 Latin $2,066 $670 32% $5,808 America Net Sales Adj. EBITDA1 Adj. EBITDA Margin1 EMEA North 20% Ameri

6. Slide 6: Thermal & Specialized Solutions – Business Summary

   1 Thermal & Specialized Solutions – Business Summary TSS Market Strength TSS Key End Markets • Leading, global provider of refrigerants, thermal management solutions, propellants, foam blowing agents, and specialty solvents • Category leader in low global warming potential (“GWP”) refrigerant techno

7. Slide 7: Favorable Regulatory Trends Accelerating Opteon Adoption

   1 Favorable Regulatory Trends Accelerating Opteon Adoption • Chemours is pleased to have achieved its 2025 goal with its low GWP products delivering more than 350 million tons of avoided global CO2-equivalent emissions • The AIM Act empowers the EPA to reduce US HFC production and consumption ~85% b

8. Slide 8: Liquid Cooling Adoption and Growing Market

   1 Liquid Cooling Adoption and Growing Market Advancing Chip Cooling Requirements… …Drive a Growing Fluids Total Addressable Market Liquid Cooling Addressable Market1 $3 Billion 19% CAGR $1.5 Billion $550 Million 2026 2030 2035 Liquid Cooling fluids for two-phase direct-to-chip and immersion cooling

9. Slide 9: Titanium Technologies – Business Summary

   2 Titanium Technologies – Business Summary Improving the quality of earnings by utilizing our industry-leading manufacturing circuit and implementing a cost leadership strategy as part of our TT Transformation Plan A global leader2 in TiO2 production TT Key End Markets – 3 TiO2 plants, 6 production

10. Slide 10: Advanced Performance Materials – Business Summary

    3 Advanced Performance Materials – Business Summary Customers & Earnings upside Across a through distributors; no Leader diverse range of high-end ~900 customer High continued specialty $1.3B Sales2 $108M Adjusted EBITDA3 representing materials application >10% of sales1 developments The APM Opportu

11. Slide 11: Strategic Progress

    2 STRATEGIC PROGRESS PATHWAY TO THRIVE

12. Slide 12: Our Strategy

    Our Strategy PATHWAY TO THRIVE Operational Enabling Portfolio Strengthening Excellence Growth Management the Long-Term ❑Manufacturing excellence as ❑Investing smartly in selected ❑Holistic portfolio analysis ❑Measurable progress on a basis for success growth projects focused on distinct value resolv

13. Slide 13: Progress Achieved to Date

    Progress Achieved to Date PATHWAY TO THRIVE Operational Enabling Portfolio Strengthening Excellence Growth Management the Long-Term ✓ Delivered a minimum of $125 ✓ Continued double-digit growth with ✓ Progressed APM European asset ✓ Agreed to a proposed Judicial million of cost savings within 37% Yo

14. Slide 14: Strengthening the Long-Term: Resolving Legacy Liabilities

    Strengthening the Long-Term: Resolving Legacy Liabilities Continued Progress 2017: January 2021: June 2023: December 2024: Priorities for Resolving 1st Ohio MDL MOU with Corteva, EID, DuPont and U.S. Public Water System 3rd Ohio MDL Remaining Legacy Matters Settlement Chemours on PFAS Liabilities: C

15. Slide 15: Financial Update

    Pete: OF|NANCIAL Balm UPDATE

16. Slide 16: Fourth Quarter & Full Year 2025 Highlights

    Fourth Quarter & Full Year 2025 Highlights Generated $1.3B in Net Sales and $128M in Adjusted EBITDA1 in 4Q25, driving Net Sales of $5.8B and Adjusted EBITDA1 of $742M for the year Achieved 37% 4Q25 and 56% full year 2025 YoY Net Sales growth for Opteon Refrigerants in TSS, reflecting continued stro

17. Slide 17: Fourth Quarter 2025 Financial Summary

    Fourth Quarter 2025 Financial Summary ($ in millions unless otherwise noted; excludes per share amounts) 4Q25 4Q24 5 Y-o-Y ∆ 3Q255 Q-o-Q ∆ Net Sales $1,329 $1,359 ($30) $1,495 ($166) Net (Loss) / Income1 ($47) ($11) ($36) $46 ($93) Adj. Net Income 2 $7 $14 ($7) $26 ($19) EPS 3 ($0.31) ($0.08) ($0.39

18. Slide 18: Full Year 2025 Financial Summary

    Full Year 2025 Financial Summary ($ in millions unless otherwise noted; excludes per share amounts) FY25 FY24 5 Y-o-Y ∆ Net Sales $5,808 $5,782 $26 Net (Loss) / Income 1 ($386) $69 ($455) Adj. Net Income 2 $143 $179 ($36) EPS 3 ($2.57) $0.46 ($3.03) Adj. EPS 2,3 $0.95 $1.19 ($0.24) Adj. EBITDA 2,4 $

19. Slide 19: Liquidity Position as of December 31, 2025

    Liquidity Position as of December 31, 2025 ($ in millions unless otherwise noted) Total Liquidity 4 $1.6B Gross Debt $4.2B Net Debt 5 $3.5B TTM Net Leverage 6 4.7x $724 $665 ($45) ($15) ($18) $54 Restricted $52 Restricted $137 $670 $613 Unrestricted Unrestricted 1 2 3 7 1 3Q25 Cash Balance Operating

20. Slide 20: Appendix

    APPENDIX 20

21. Slide 21: Segment Net Sales (Unaudited)

    Segment Net Sales (Unaudited)1 2023 2024 2025 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net sales by product group and segment TM Opteon refrigerants $ 195 $ 200 $ 170 $ 145 $ 200 $ 227 $ 205 $ 178 $ 279 $ 375 $ 368 $ 243 TM Freon refrigerants 185 226 170 141 173 173 146 124 97 123 98 113 Foam, propellant

22. Slide 22: Segment Net Sales by Region (Unaudited)

    Segment Net Sales by Region (Unaudited)1 2023 2024 2025 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Net sales by geographic region North America: Thermal & Specialized Solutions $ 292 $ 319 $ 258 $ 207 $ 271 $ 308 $ 256 $ 194 $ 233 $ 336 $ 316 $ 241 Titanium Technologies 262 277 273 242 246 274 270 236 267

23. Slide 23: Segment Net Sales and Adjusted EBITDA (Unaudited)

    Segment Net Sales and Adjusted EBITDA (Unaudited)1 2023 2024 2025 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Segment Net Sales Thermal & Specialized Solutions $ 494 $ 533 $ 444 $ 380 $ 454 $ 519 $ 468 $ 390 $ 466 $ 597 $ 560 $ 444 Titanium Technologies 632 707 690 651 592 676 672 632 597 657 612 561 Advanc

24. Slide 24: GAAP Net Income (Loss) to Adjusted Net Income and Adjusted EBITDA Reconciliation

    GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio1 (Page 1/2) ($ in millions except per share amounts) Three Months Ended Three Months Ended Year Ended December 31, September 30

25. Slide 25: GAAP Net Income (Loss) to Adjusted Net Income and Adjusted EBITDA Reconciliation

    GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio1 (Page 2/2) ($ in millions except per share amounts) Three Months Ended Three Months Ended Year Ended December 31, September 30

26. Slide 26: GAAP Operating Cash Flow to Free Cash Flow Reconciliation

    GAAP Cash Flow Provided by Operating Activities to Free Cash Flows and Free Cash Flow Conversion Reconciliation 1 1 For the year ended December 31, 2024, operating cash outflows includes the release of the $606 million of cash and cash equivalents deposited in the qualified settlement fund per the t

27. Slide 27: ® 2026 CHEMOURS. ALL RIGHTS RESERVED​

    ® 2026 CHEMOURS. ALL RIGHTS RESERVED​

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