Ascent Industries Co. · NASDAQ:ACNT
Ascent Industries — Investor Presentation (March 2026)
21 slides from Ascent Industries's investor presentation, March 2026
Slide 1: NASDAQ ACNT Annual Presentation
NASDAQ ACNT ANNUAL
Slide 2: Forward Looking Statement Safe Harbor and Non-GAAP Information
Forward Looking Statement Safe Harbor and Non-GAAP Information 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 histo
Slide 3: CEO & CFO Have a Proven Track Record of Making Good Specialty Chemical Companies Great
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 th
Slide 4: After 75 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 Synalloy Manufacturers Palmer of Specialty Pipe Marcegaglia USA DanChem Divestiture of Blackman Uhler Corporation Chemicals Texas Tanks & Tube Synalloy Corporation Technologies Specialty Pipe Portfolio Ind
Slide 5: Highlights Since Management Team Installed
Increase in TTM Adj.Profit EBITDA 100.2% 61% Increase in TTM Gross TTM Increase / $8.2M TTM Increase / $6.5M; Gross Margin from 13.2% to 23% Continuing Operations Performance Through Q32025 Continuing Operations Performance Through 2025 Highlights Since 88% Increase in TTM Adj. EBITDA TTM Increase /
Slide 6: Pure-Play Specialty Chemicals Company: Who We Are, What We Do & How We Operate
Pure-Play Who We Are, What We Do & Specialty Chemicals Company How We Operate
Slide 7: We deliver tailored specialty-chemistry solutions at scale across an array of high-value segments
We deliver tailored specialty- Pulp & Paper chemistry solutions at scale across an array of high-value segments Textiles CASE Agriculture HI&I Oil & Gas Personal Care Life Performance Water Treatment Sciences Materials Where We Participate
Slide 8: Our Strategy & Operating Model
Our Strategy & Operating Model O U TCO M E S OV E R E V E RY T H I N G . We’re building a platform that solves real problems across the value chain,not just by providing products or capacity, but by offering a full suite of services: formulation development,reaction capabilities,blending,packaging,
Slide 9: Rapid Reformulation for Drilling Fluid Additive
CASE STUDY Rapid Reformulation PRODUCT SALES for Drilling WE DELIVERED Fluid Additive CUSTOM FORMULATION DEVELOPMENT Developed and evaluated three tailored formulation options optimized for the customer’s mud system, improving handling characteristics and Customized Product blending compatibility. D
Slide 10: Accelerated Multi-Site Technology Transfer
CASE STUDY Accelerated CUSTOM MANUFACTURING Multi-Site WE DELIVERED Technology Transfer RAPID CROS S-F UNC TION MOBILIZATION Aligned R&D,Engineering,Operations,and Commercial teams immediately to stabilize supply under compressed timelines. Complex Portfolio Transition FORMULATION RECONS TRUCTION &
Slide 11: Integrated Capabilities and Agile Business Models for Superior Customer Outcomes
Integrated Capabilities and Agile Business Models for Superior Customer Outcomes backed by 75Years of Chemical Manufacturing Expertise SOLUTIONS BUSINESS MODEL Blending, Primary Formulation Reaction & Toll Custom Buy,Build & Development Scale-Up Milling & Warehousing Logistics Regulatory Products Ma
Slide 12: Within an asset base capable of supporting significant growth with minimal capital reinvestment
Within an asset base capable of supporting significant growth with minimal capital reinvestment Ample, underutilized capacity provides a Requiring minimal capital reinvestment capital-light, low-risk foundation for to support growth (M USD) outsized growth $1.7 $1.6 $1.4 $1.3 U T I L I ZAT I O N 55%
Slide 13: While filling the plants with higher margin business that is more predictable and reliable
While filling the plants with higher margin business that is more predictable and reliable Portfolio Defined, Refined & Rebranded Business Model (% of Revenue) Improving Both Material Margin & Gross Margin 55% 49% 2025 30% 70% 46% 2024 27% 73% 23.0% 13.2% 5.0% 2023 10% 90% 2023 2024 2025 Product Sal
Slide 14: Driven by a Strong & Growing Selling Project Pipeline
Driven by a 2025 Pipeline Conversion By Business Model Strong & Growing Selling Project 100 2.87 18% 33% P RO J E C T P RO D U C T SALES 67% SALES CONVERSION Pipeline COUNT C YC L E ( M O N T H S ) * *Calculated from initial R AT E * * **Calculated as wins divided CUSTOM M A N U FAC T U R I N G cust
Slide 15: 2026-2030 The Path Forward: Durable Earnings-Growth
2026-2030 The Path Forward Durable Earnings-Growth
Slide 16: Simple and Clear EBITDA Drivers
Simple and Clear EBITDA Drivers Management Turnaround Organic Growth / Operating Leverage Inorganic Growth Structural cost savings with emphasis on strategic sourcing Enhanced commercial strategy to grow share of higher- Searching for good businesses to make great Aggressive management of co
Slide 17: And 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 18: Why Invest in Ascent?
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 B
Slide 19: Investor Relations
Investor Relations investorrelations@ascentco.com
Slide 20: Appendix
Appendix
Slide 21: Financials: Reconciliations of Non-GAAP
Consolidated EBITDA and Adjusted EBITDA from Continuing Operations: Financials Year Ended December 31, ($ in thousands) 2025 2024 Consolidated Net loss from continuing operations $ (5,584) $ (12,577) Adjustments: Interest (income) expense, net (712) 417 Reconciliations of Non- Income taxes 22 1,806
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