Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — Investor Presentation (June 2019)
14 slides from Dupont De Nemours's investor presentation, Jun 10, 2019
Slide 1: DuPont Investor Call: Stand-Alone Company Financials
DuPont Investor Call: Stand-Alone Company Financials Jeanmarie Desmond, Chief Financial Officer, DuPont June 10, 2019
Slide 2: Today's Purpose
Today’s Purpose We will review: ➢ Impacts of creation of Non-Core reporting segment ➢ Details of separation-related adjustments ➢ Bridge from divisional EBITDA guidance to stand-alone EBITDA and EPS guidance (1) Key takeaways: ➢ No change to existing 2Q and FY 2019 divisional EBITDA guidance previou
Slide 3: Description of Supplemental Pro Forma Information
Description of Supplemental Pro Forma Information › Creation of a new Non-Core reporting segment New Segment › Refine and align our portfolio with attractive, high-growth market opportunities Reporting › 1 Provide focused resources to define the best value creation strategies Related › Bring more tr
Slide 4: New Segment Structure – 2018 Net Sales
New Segment Structure – 2018 Net Sales Previous Segment Reporting New Segment Reporting Non-Core Segment in millions 2018 in millions 2018 E&I $1,085 – Photovoltaic and Advanced Materials Electronics & Imaging $4,720 – Hemlock Semiconductor Group JV(1) Electronics & Imaging $3,635 N&B $585 Nutrition
Slide 5: 2018 Operating EBITDA Bridge to Stand-Alone Company
2018 Operating EBITDA* Bridge Specialty Products Division to Stand-Alone Company Separation-Related Adjustments Business in millions Specific DWDP Support Separation DuPont (percentages represent Specialty Non-Operating Costs and Agreements Non-Core Stand- Operating EBITDA margins) Products Pension/
Slide 6: 2Q 2019 Pro Forma Operating EBITDA and Adjusted EPS Guidance
2Q 2019 Pro Forma Operating EBITDA* and Adjusted EPS* Guidance 2Q 2018 2Q 2019E (in millions of $) Pro Forma Pro Forma No change to DWDP Specialty Products Division Adjusted Operating EBITDA*(1) $1,565 $1,470 - $1,500 divisional guidance Costs Associated with Separation Agreements with Dow and Corte
Slide 7: FY 2019 Pro Forma Operating EBITDA and Adjusted EPS Guidance
FY 2019 Pro Forma Operating EBITDA* and Adjusted EPS* Guidance 2018 2019E (in millions of $) Pro Forma Pro Forma No change to DWDP Specialty Products Division Adjusted Operating EBITDA*(1) $6,414 $6,300 - $6,400 divisional guidance Costs Associated with Separation Agreements with Dow and Corteva (74
Slide 8: Appendix
Appendix ➢ 2019 Net Sales Growth Segment Guidance ▪ Reflects creation of Non-Core segment ➢ 2017 Operating EBITDA Bridge 7
Slide 9: 2019 Net Sales Growth Segment Guidance
2019 Net Sales Growth Segment Guidance Net Sales Growth As Reported Organic* DuPont About Flat Up 2-3% Transportation & Down 1-2% Flat to up 1% Industrial Electronics & Up 2-3% Up 2-3% Imaging Safety & Flat to up 1% Up 5-6% Construction Nutrition & Flat to up 1% Up 2-3% Biosciences Non-Core Segment
Slide 10: 2017 Operating EBITDA Bridge to Stand-Alone Company
2017 Operating EBITDA* Bridge Specialty Products Division to Stand-Alone Company Separation-Related Adjustments Business in millions Non- Specific DWDP Operating Support Separation DuPont (percentages represent Specialty Pension/ Costs and Agreements Non-Core Stand- Operating EBITDA margins) Product
Slide 11: Non-GAAP Reconciliations
Non-GAAP Reconciliations Reconciliation of Pro forma income from continuing operations, net of tax to Pro forma Operating EBITDA (unaudited) Three Months Ended Year Ended June 30, 2018 Dec 31, 2018 Pro forma income (loss) from continuing operations, net of tax (GAAP) $ (11) $ 218 + Provision (credit
Slide 12: Safe Harbor Statement
Safe Harbor Statement Cautionary Statement Regarding Forward Looking Statements This communication contains "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act
Slide 13: Safe Harbor Statement
Safe Harbor Statement Cautionary Statement About Forward-Looking Statements, continued Segment Information: DowDuPont’s measure of profit/loss for segment reporting purposes was Operating EBITDA (for the twelve months ended December 31, 2018) and pro forma Operating EBITDA (for the twelve months end
Slide 14: DuPont™, the DuPont Oval Logo, and all products, unless otherwise noted, denoted with ™,
© 2019 DuPont de Nemours, Inc. All rights reserved. Copyright © 2019 DuPont and Dow. All rights reserved. The DuPont Oval Logo and DuPont™ are trademarks of E. I. du Pont de Nemours and Company or its affiliates. The Dow Diamond Logo, Dow™ are trademarks of the Dow Chemical Company or its affiliates
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