Ascent Industries Co. · NASDAQ:ACNT
Ascent Industries — 16th Annual MIDWEST IDEAS Conference 2025
20 slides from Ascent Industries's conference presentation, Aug 26, 2025
Slide 1: 16th Annual Midwest IDEAS Conference
16th Annual MIDWEST IDEAS Conference August 26, 2025 Ascent Industr ies Co. | Nasdaq: ACNT
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and other applicable federal securities laws. All statements that are not historical facts are forward-looking statements. Forward looking sta
Slide 3: 2025 Stabilized, Transformed, & Executing
2025 Stabilized, Transformed, & Executing
Slide 4: CEO & CFO Have a Proven Track Record of Making Good Specialty Chemical Companies Great
Kitchen, Kavalauskas, and many of their management team counterparts have previously worked together, a synergy that has had an undeniable impact on Ascent's operational and financial performance since assuming their roles in early 2024 CEO & CFO Have a Proven Track Record of Making Good Specialty C
Slide 5: After years, we are going back to our roots as a Specialty Chemical Company
After 75 years, we are going back to our roots as a Specialty Chemical Company Company Founded Blackman Uhler Industries, Inc. was founded in 1945, marking the company’s entry into the specialty chemical market. Bristol Metals Blackman Uhler Industries, Inc. acquired Bristol Metals, initiating the c
Slide 6: Expand and Elevate our Current Capabilities
Expand and Elevate our Current Capabilities Maximizing our owned assets to serve high-value segments like Oil & Gas, CASE, HI&I, Water Treatment and Ag with precision & technical support Our Strategy & Operating Model Outcomes over everything. We’re building a platform that solves real problems acro
Slide 7: Buy, Build & Operate
Buy, Build & Operate Custom Manufacturing Toll ManufacturingProducts Formulation CustomizationRegulatoryLogisticsWarehousingBlendingReactionScale-Up Primary Development 3 Domestic Manufacturing Sites 5 Manufacturing Plants 95% Revenue Supported With Domestic Raw Materials Ascent (CaaS Model) Toll Ma
Slide 8: Addressable markets across high-value segments
Household, Industrial, and Institutional (HI&I) Cleaning $25 BN TAM | 4-5% CAGR $15 BN TAM | 4-5% CAGR Oil & Gas Water Treatment CASE Textiles LubricantsPulp & Paper $40 BN TAM | 6-8.5-6% CAGR $10 BN TAM | 2.5-3.5% CAGR $20 BN TAM | 4.5-5.5% CAGR $4 BN TAM | 2-2.5% CAGR $6 BN TAM | 3.5-4.5% CAGR Per
Slide 9: Portfolio Defined, Refined & Rebranded
$1.14 $1.74 2024 Custom Manufacturing Proprietary Products While filling the plants with higher margin business that is more predictable and reliable Portfolio Defined, Refined & Rebranded *Excludes volume, revenue & margin from exclusive use manufacturing operations Sales Volume* Average Selling Pr
Slide 10: Ample, underutilized capacity provides a capital-light, low-risk foundation for outsized growth
Ample, underutilized capacity provides a capital-light, low-risk foundation for outsized growth Requiring minimal capital reinvestment to support growth $1.3 $1.6 $1.4 $1.6 2022 2023 2024 Danville, VA Fountain Inn, SC Cleveland, TN MM USD 2025E Within an asset base capable of supporting significant
Slide 11: Inflection Point: Foundation Laid, Growth Ahead
Inflection Point: Foundation Laid, Growth Ahead 24% Reduction in COGS YoY 1H Decrease / $9.0M 77% Increase in Adj. EBITDA YoY 1H Increase / $2.6M $56M Proceeds Generated Bristol & ASTI Asset Sale – pre – NWC true-up 20% Reduction in Inventory YoY 1H Decrease / $1.7M 1H Results from Continuing Operat
Slide 12: 2025-2030 Durable Earnings-Growth & Catalysts
2025-2030 Durable Earnings-Growth Growth & Catalysts
Slide 13: Portfolio Optimization – Monetize Munhall
Portfolio Optimization – Target EOY Paying $2.1MM / annum in rent, taxes, utilities and insurance for an idled tubular asset in Munhall, PA. Actively seeking partners to purchase, assume lease or sublease. Asset was moved from DISCO in 2024, into remaining operating expenses part of Cont’d Ops in 20
Slide 14: Stabilized; Focused on Unleashing Growth
1H Existing Customer Expansion 1H New Customer Acquisition P RO J EC T CO U N T 5011% A N N UA L I Z E D R E V E N U E G ROW T H OV E R T T M S A L E S C YC L E 2.7 Months150% A N N UA L I Z E D A D J . E B I T DA G ROW T H OV E R T T M 1H2025 Pipeline Conversion ( a n n u a l i z e d ) ( a n n u a
Slide 15: Simple and Clear EBITDA Drivers
Simple and Clear EBITDA Drivers Management Turnaround Structural cost savings with emphasis on strategic sourcing Aggressive management of controllable spend Discipline execution of overall equipment effectiveness (OEE) Optimization of work processes & tools Organic Growth / Operating Levera
Slide 16: Strong liquidity to support investor-friendly capital allocation priorities
And strong liquidity to support investor- friendly capital allocation priorities Every internal investment and acquisition is about accelerating progress, creating synergies that make sense, and delivering real, sustainable value. It's not only about size, it's about outcomes that matter, both strat
Slide 17: Why invest in Ascent?
Portfolio Optimized Strategic clarity. Focus. Efficiency. Stabilized and Growth Ready Predictability. Confidence. Credibility. Reduced risk. Growth Capacity In-Place Optionality. Scale. Margin. Growth. Resilience. Near-Term Upside Undervalued, leverage multiple upside. Strong Balance Sheet Stability
Slide 18: Contact
Ryan Kavalauskas Chief Financial Officer rkavalauskas@ascentco.com 18 Ralf Esper Gateway Group, Inc. ACNT@gateway-grp.com
Slide 19: Appendix
Appendix 19
Slide 20: Reconciliations of Non-GAAP Adjusted EBITDA
Reconciliations of Non- GAAP Adjusted EBITDA FINANCIALS Three Months Ended June 30, Six Months Ended June 30, ($ in thousands) 2025 2024 2025 2024 Consolidated Net loss from continuing operations $ (2,447) $ (1,450) $ (4,453) $ (4,931) Adjustments: Interest expense, net (15) 72 99 199 Income taxes (
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