Dow Inc. · NYSE:DOW
Dow — 2026 Wells Fargo 16th Annual Industrials & Materials Conference
7 slides from Dow's conference presentation, Jun 9, 2026
Slide 1: Dow Presents at Wells Fargo Industrials & Materials Conference
<r DOW PRESENTS AT WELLS FARGO INDUSTRIALS & MATERIALS CONFERENCE JEFF TATE, CHIEF FINANCIAL OFFICER June 9, 2026
Slide 2: Global Market Dynamics Supporting Significant Price Actions
GLOBAL MARKET DYNAMICS SUPPORTING SIGNIFICANT PRICE ACTIONS Volume Growth Outpacing Historical Performance Global Market Remains Undersupplied = Tightening supply is stabilizing European markets, benefiting 1 2Q QTD Volume margins for local producers Volume QTD up low . single digits relative to pri
Slide 3: Dow Well-Positioned to Capture Earnings Upside
Dow WELL-POSITIONED TO CAPTURE EARNINGS UPSIDE Packaging & Specialty Plastics = Polyethylene pricing remains below prior peak levels despite substantial price increases = Captured 30 cpp for polyethylene in NA in April, with additional increase announced in June; prioritizing high-value sales = ~80%
Slide 4: Maintaining the Financial Flexibility We Have Built
MAINTAINING THE FINANCIAL FLEXIBILITY WE HAVE BUILT 2026 Strategic Cash and Financial Priorities Cash and Cash Revolver Credit Equivalents Facility ~$14B1 Committed A/R y™ S itizati . 7 ; ecurinization Committed Bilateral Lines ¥ Maintaining ample liquidity of ~$14B v No substantive debt maturities
Slide 5: Seek Together
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Slide 6: General Comments and Safe Harbor
GENERAL COMMENTS AND SAFE HARBOR General Comments Unless otherwise specified, all financial measures in this presentation, where applicable, exclude significant items. Trademarks The Dow Diamond, logo and all products, unless otherwise noted, denoted with ™, * or ® are trademarks, service marks or r
Slide 7: Non-GAAP Financial Measures & Definitions
Non-GAAP FINANCIAL MEASURES & DEFINITIONS Non-GAAP Financial Measures This presentation includes information that does not conform to GAAP and are considered non-GAAP measures. Management uses these measures internally for planning, forecasting and evaluating the performance of the Company's segment
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