Sensient Technologies Corporation · NYSE:SXT
Sensient Technologies — Q4 2025 Earnings Presentation
32 slides from Sensient Technologies's earnings presentation, Feb 13, 2026
Slide 1: Sensient Technologies Corporation Fourth Quarter 2025 Earnings Call
Sensient Technologies Corporation Fourth Quarter 2025 Earnings Call February 13, 2026 © Sensient Technologies 2026 sensient.com
Slide 2: Non-GAAP Financial Measures
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 Plan
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains statements that may constitute “forward-looking statements” within the meaning of Federal securities laws including under “2026 Financial Outlook”, “Long-Term Outlook”, and “Consolidated Full Year 2026 Outlook”. Such forward-looking statements ar
Slide 4: Quarterly Results & Business Update
Quarterly Results & Business Update © Sensient Technologies 2026 sensient.com 4
Slide 5: Q4 2025 Consolidated Results
Q4 2025 Consolidated Results (1) See appendix for our GAAP to Non-GAAP reconciliations. © Sensient Technologies 2026 sensient.com 5
Slide 6: Color Group Performance
Color Group Performance Local Currency1 Results Commentary 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 in the food and pharmace
Slide 7: Color Group Performance
Color Group Performance (1) See appendix for our GAAP to Non-GAAP reconciliations. © Sensient Technologies 2026 sensient.com 7
Slide 8: Flavors & Extracts Group Performance
Flavors & Extracts Group Performance Local Currency1 Results Commentary Revenue • Lower volumes, particularly in agricultural ingredients product line, partially offset by favorable pricing within flavors, extracts, and flavor ingredients Operating Results • Lower volumes in agricultural ingredients
Slide 9: Flavors & Extracts Group Performance
Flavors & Extracts Group Performance (1) See appendix for our GAAP to Non-GAAP reconciliations. © Sensient Technologies 2026 sensient.com 9
Slide 10: Asia Pacific Group Performance
Asia Pacific Group Performance Local Currency1 Results Commentary Revenue • Driven by lower volumes within certain regions across the Group Operating Results • YOY operating income was flat • Adjusted EBITDA Margin1 for the Group was 22.6% in Q4 2025, up 90 bps from Q4 2024 Local Currency1 Full Year
Slide 11: Asia Pacific Group Performance
Asia Pacific Group Performance (1) See appendix for our GAAP to Non-GAAP reconciliations. © Sensient Technologies 2026 sensient.com 11
Slide 12: Business Outlook
Business Outlook1 Consolidated Full Year Long-Term Outlook 2026 Outlook Local Currency Revenue2 Local Currency Revenue2 • Growth rate of mid-single to double- • Growth rate of mid-single-digit digits Local Currency Adjusted EBITDA2 Local Currency Adjusted EBITDA2 • Growth rate of high single-digit •
Slide 13: Natural Color Highlights
Natural Color Highlights A suite of high-performance, concentrated beet juice Color systems with coloring solutions advanced stability in water/oil matrices ✓ Superior color Ideal for: ✓ Red 40 alternative Ideal for: performance and stable, • Bakery Goods ✓ Excellent stability in • Bakery Goods homo
Slide 14: Financial Update & Outlook
Financial Update & Outlook © Sensient Technologies 2026 sensient.com 14
Slide 15: Q4 2025 Financial Review
Q4 2025 Financial Review Local Currency Q4 2024 Q4 2025 Growth1 (dollars in thousands) Consolidated Commentary Revenue $ 376,420 $393,447 +2.0% Operating Income (GAAP) $ 41,996 $ 38,186 • Local currency revenue1 increased 2.0% Operating Margin 11.2% 9.7% Adjusted Operating Income1 $ 42,852 $ 44,466
Slide 16: 2025 Cash Flow and Debt Metrics
2025 Cash Flow and Debt Metrics Q4 2024 Q4 2025 YTD YTD Cash Flow from Operations $ 157.2 million $ 127.8 million Commentary Capital Expenditures $ 59.2 million $ 89.4 million • Cash flow from operating activities Total Debt $ 633.4 million $ 709.6 million was $127.8 million in 2025 compared Net deb
Slide 17: 2026 Financial Outlook
2026 Financial Outlook1 Metric Current Guidance 2 Local Currency Revenue Mid-single to double-digit growth 2 Local Currency Adjusted EBITDA Mid-single to double-digit growth Diluted EPS (GAAP) $3.60 to $3.80 3 2 Local Currency Adjusted Diluted EPS Mid-to high single-digit growth Capital Expenditures
Slide 18: sensient.com
© Sensient Technologies 2026 sensient.com 18
Slide 19: Appendix
Appendix1 (1) Amounts in thousands, except percentages and per share amounts. © Sensient Technologies 2026 sensient.com 19
Slide 20: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended December 31, 2025 2024 % Change Operating income (GAAP) $ 38,186 $ 41,996 (9.1%) Portfolio Optimization Plan costs – Cost of products sold 3,279 839 Portfolio Optimization Plan costs – Selling and administrative expenses 3,001 17 Adjusted operating inco
Slide 21: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended December 31, 2025 Foreign Local Exchange Currency (1) Revenue Total Rates Adjustments Adjusted Flavors & Extracts (0.6%) 1.8% N/A (2.4%) Color 10.9% 3.9% N/A 7.0% Asia Pacific (1.0%) 0.9% N/A (1.9%) Total Revenue 4.5% 2.5% N/A 2.0% Operating Income Flav
Slide 22: Non-GAAP Financial Measures
Non-GAAP Financial Measures Year Ended December 31, 2025 Foreign Local Exchange Currency (1) Revenue Total Rates Adjustments Adjusted Flavors & Extracts (0.9%) 0.4% N/A (1.3%) Color 8.1% 0.7% N/A 7.4% Asia Pacific 3.5% 1.1% N/A 2.4% Total Revenue 3.5% 0.6% N/A 2.9% Operating Income Flavors & Extract
Slide 23: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended December 31, 2025 Foreign Exchange Revenue Total Rates Local Currency Flavors, Extracts, and Flavor Ingredients 0.4% 2.8% (2.4%) Agricultural Ingredients (2.3%) (0.0%) (2.3%) Flavors & Extracts Group (0.6%) 1.8% (2.4%) Food and Pharmaceutical 12.6% 3.6%
Slide 24: Non-GAAP Financial Measures
Non-GAAP Financial Measures Year Ended December 31, 2025 Foreign Exchange Revenue Total Rates Local Currency Flavors, Extracts, and Flavor Ingredients 4.1% 0.7% 3.4% Agricultural Ingredients (9.6%) (0.0%) (9.6%) Flavors & Extracts Group (0.9%) 0.4% (1.3%) Food and Pharmaceutical 10.0% 0.5% 9.5% Pers
Slide 25: Non-GAAP Financial Measures
Non-GAAP Financial Measures Results by Segment Three Months Ended December 31, Adjusted Adjusted (1) Operating Income 2025 Adjustments 2025 2024 Adjustments (1) 2024 Flavors & Extracts $ 19,208 $ - $ 19,208 $ 21,345 $ - $ 21,345 Color 29,771 - 29,771 26,542 - 26,542 Asia Pacific 8,696 - 8,696 8,495
Slide 26: Non-GAAP Financial Measures
Non-GAAP Financial Measures Flavors & Extracts Group Three Months Ended December 31, Year Ended December 31, 2025 2024 2025 2024 Operating Income (GAAP) $ 19,208 $ 21,345 $ 100,741 $ 97,094 Depreciation and amortization 7,295 7,603 30,347 30,437 Share-based compensation expense 181 - 336 - Adjusted
Slide 27: Non-GAAP Financial Measures
Non-GAAP Financial Measures Color Group Three Months Ended December 31, Year Ended December 31, 2025 2024 2025 2024 Operating Income (GAAP) $ 29,771 $ 26,542 $ 141,279 $ 119,529 Depreciation and amortization 6,351 5,992 24,598 23,417 Share-based compensation expense 243 - 451 - Adjusted EBITDA $ 36,
Slide 28: Non-GAAP Financial Measures
Non-GAAP Financial Measures Asia Pacific Group Three Months Ended December 31, Year Ended December 31, 2025 2024 2025 2024 Operating Income (GAAP) $ 8,696 $ 8,495 $ 36,622 $ 34,458 Depreciation and amortization 580 596 2,302 2,472 Share-based compensation expense 77 - 142 - Adjusted EBITDA $ 9,353 $
Slide 29: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended December 31, 2025 2024 % Change Operating Income (GAAP) $ 38,186 $ 41,996 (9.1%) Depreciation and amortization 15,208 15,144 Share-based compensation expense 3,362 3,104 Portfolio Optimization Plan costs, before tax 6,280 856 Adjusted EBITDA $ 63,036 $
Slide 30: Non-GAAP Financial Measures
Non-GAAP Financial Measures Year Ended December 31, Debt 2025 2024 Short-term borrowings $ 352 $ 19,848 Long-term debt 709,232 613,523 (1) Credit Agreement adjustments (22,544) (13,129) Net Debt $ 687,040 $ 620,242 Operating income (GAAP) $ 207,128 $ 191,579 Depreciation and amortization 61,098 60,3
Slide 31: Non-GAAP Financial Measures
Non-GAAP Financial Measures 2025 2025 2019 2019 As Reported Adjustments (1) Adjusted As Reported Adjustments (1) Adjusted Consolidated Revenue $ 1,612,111 - $ 1,612,111 $ 1,322,934 $ (143,172) $ 1,179,762 (1) Adjustments consist of revenues of the divested product lines. © Sensient Technologies 2026
Slide 32: Non-GAAP Financial Measures
Non-GAAP Financial Measures 2019 - 2025 Foreign 6 Year CAGR 6 Year CAGR Exhchange Local Currency (1) Asia Pacific As Reported 0.0% Rates 7.7% Adjustments (1.6%) Adjusted 7.6% Revenue 3.3% (0.3%) (2.0%) 5.6% (1) Adjustments consist of revenues of the divested product lines. © Sensient Technologies 20
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