Rayonier Advanced Materials Inc. · NYSE:RYAM
Rayonier Advanced Materials — 17th Annual Gabelli Specialty Chemicals Symposium 2026
11 slides from Rayonier Advanced Materials's conference presentation, Mar 19, 2026
Slide 1: Investor Presentation
Investor Presentation March 2026
Slide 2: Safe Harbor & Non-GAAP Measures
Safe Harbor & Non-GAAP Measures Forward-Looking Statements Certain statements in this document regarding anticipated financial, business, legal or other outcomes, including business and market conditions, outlook and other similar statements relating to future events, developments or financial or o
Slide 3: We are RYAM – Converting 5+ MGT of Timber into 1+ MMT of Products
We are RYAM – Converting 5+ MGT of Timber into 1+ MMT of Products Sales Offices Employees Research Facilities Manufacturing Facilities U.S., Canada, France, 2 ~2300 U.S., Canada, France, United 4 7 U.S., Canada and France United Kingdom, China and U.S. and France Kingdom, China and Japan Japan 2025
Slide 4: We are RYAM – The Leader in High Value Cellulose
We are RYAM – The Leader in High Value Cellulose Total Market: 194 MMT RYAM is Focused on the Specialty End of the Spectrum % OF ENTERPRISE ESTIMATED MARKET POSITION SALES RYAM 30% 1.4 Specialty Cellulose 59% Other Specialty Cellulose Producers 70% MMT RYAM 1% 6.6 MMT 3% Other Viscose Pulp Producers
Slide 5: 2026 Priorities
2026 Priorities 1 Deliver positive free cash flow. Exit 2026 with building free cash flow momentum. 2 Recover our leadership in Cellulose Specialties 3 Drive year-over-year EBITDA improvement across every business 2026 is the year of heavy execution 5
Slide 6: RYAM Value Creation Plan
RYAM Value Creation Plan Situation 2026 Priorities Dynamic Asset Allocation Leaderboard Strategic Plan 2026 Outlook & Beyond • 2025: negative 1. Deliver positive ‾ Acetate 1. Sophisticated 2026 free-cash-flow and free cash flow ‾ Ethers leadership • Positive free-cash- high debt ‾ Nitration playbook
Slide 7: 2026 Outlook
2026 Outlook Improvement drivers vs. 2025 Adjusted EBITDA Direction (vs. 2025) • Cellulose: • Specialties Price Net Contribution • Specialties Volume New Reporting Segment • Commodities Price Net Contribution • Commodities Volume $ EBITDA • Biomaterials feedstock availability improvement • Paperboar
Slide 8: Appendix
Appendix
Slide 9: Growth Across Every Segment
Growth Across Every Segment Product / initiative Segment Target launch Value proposition Freezer board Paperboard & Derivatives Commercialized - Ramping up Expands addressable market with differentiated freezer-grade performance Unique lyocell grade Cellulose & Derivatives Commercialized - Ramping u
Slide 10: RYAM Is Everywhere
RYAM Is Everywhere Food Personal Fluff Hygiene Ethers Pharmaceuticals Industrial Viscose/Lyocell Textiles Filter Lignosulfonates Acetate Plastic Biomaterials Bioethanol LCD/Film Bioenergy Tire Cord Packaging Casings Filtration Paperboard Lottery Other Specialties Nitrocellulose Commercial Print Micr
Slide 11: 2026 Outlook – Modeling Assumptions
2026 Outlook – Modeling Assumptions Line Item Forecast Capital Expenditures $80MM Cash Interest Expense $85MM Environmental Expenditure $5MM Cash Taxes $3–$5MM Stock Compensation $8–$10MM 11
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