Chemtrade Logistics Income Fund · TSX:CHE.UN
Chemtrade Logistics Income Fund — Merger or Acquisition (August 2025)
13 slides from Chemtrade Logistics Income Fund's merger presentation, Aug 14, 2025
Slide 1: Executing on Vision 2030: Chemtrade Expands Water Business via Acquisition of Polytec
Executing on Vision 2030 Chemtrade Expands Water Business via Acquisition of Polytec 1
Slide 2: Caution Regarding Forward-Looking Statements
CAUTION REGARDING FORWARD-LOOKING STATEMENTS Certain statements contained in this presentation constitute forward-looking statements and forward looking information within the meaning of certain securities laws, including the Securities Act (Ontario). Forward-looking statements can be generally iden
Slide 3: Transaction Summary
TRANSACTION SUMMARY Consideration Chemtrade to acquire 100% of Polytec, Inc., a provider of water treatment solutions – aggregate cash purchase price of US$150 million Valuation Approximately 6.5x LTM Adjusted EBITDA Financing Chemtrade’s credit facility Financial Impact * Meaningful increase of 5%+
Slide 4: Advancing Vision 2030
ADVANCING VISION 2030 Supports Chemtrade’s long-term strategic framework by accelerating growth in the well- established water business platform. Key Vision 2030 financial targets are unchanged. Increasing Unitholder Returns ✓ Realizing EBITDA and DCPU growth of 5-10% per year via organic growth and
Slide 5: Polytec Fits Chemtrade's Growth Strategy; Chemtrade to Grow Polytec
POLYTEC FITS CHEMTRADE’S GROWTH STRATEGY Broadens Scope of Offerings Adds turnkey water treatment solutions to Chemtrade’s portfolio of water treatment chemicals Diversifies Customer Base Increases exposure to the food processing industry Expands Market Reach Enables Chemtrade to reach new high-valu
Slide 6: Overview of Polytec
OVERVIEW OF POLYTEC DESCRIPTION & POSITIONING Polytec provides effective turnkey water treatment programs incorporating chemicals and equipment Founded in 1994 in Mooresville, NC by Jack Harmon who continues to run the business Customer segments consist of food processing wastewater, municipal potab
Slide 7: Polytec Operates in Two Primary Markets
POLYTEC OPERATES IN TWO PRIMARY MARKETS Food / Industrial Municipal ~50%+ of revenue ~30% of revenue Supplies chemicals, particularly Supplies a range of chemicals to coagulants and flocculants, for municipal drinking water and wastewater treatment wastewater plants The chemicals are typically suppl
Slide 8: Chemtrade and Polytec Locations Are Complementary
CHEMTRADE AND POLYTEC LOCATIONS ARE COMPLEMENTARY Chester, VA 2 3 2 1 1 3 3 1 Mooresville, NC 2 1 1 1 1 5 2 2 2 2 1 1 2 1 2 4 1 Cartersville, GA 4 2 N. Little Rock, Locations of Chemtrade’s AR # Sulphur & Water Chemicals (SWC) segment 8
Slide 9: Summary: Polytec Acquisition Advances Chemtrade Vision 2030
SUMMARY POLYTEC ACQUISITION ADVANCES CHEMTRADE VISION 2030 ✓ Strengthens Key Long Term Growth Pillar ➔ Accelerates growth of water business ✓ Optimizes Business Model and Customer Value ➔ Combines complementary technical, business and logistics capabilities to enhance and grow market leadership and
Slide 10: Appendix
CHEM TRADE APPENDIX Environmental and Process
Slide 11: Example of Types of Solutions Provided by Polytec
EXAMPLE OF TYPES OF SOLUTIONS PROVIDED BY POLYTEC Market Magnesium Hydroxide is used in water treatment to neutralize acidity, precipitate heavy metals, and enhance effectiveness of the treatment process pH control in water treatment is estimated to be an US$800M market in North America Benefit More
Slide 12: Chemtrade and Polytec Complement Each Other
CHEMTRADE AND POLYTEC COMPLEMENT EACH OTHER People Focus When telling the story of Chemtrade, we begin with our people. Our employees bring an amazing level of talent, expertise and insight, which we support thus enabling employees to grow, develop their strengths, and build their capabilities. Poly
Slide 13: For more information
TSX: CHE.UN For more information: investor-relations@chemtradelogistics.com 13
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