Dow Inc. · NYSE:DOW

Dow — Investor Day (November 2014)

14 slides from Dow's investor day presentation, Nov 13, 2014

  1. Slide 1: 2014 Investor Forum

    2014 Investor Forum Joe Harlan Chief Commercial Officer and Vice Chairman, Market Businesses November 13, 2014 Dow.com

  2. Slide 2: SEC Disclosure Rules

    SEC Disclosure Rules Some of our comments today include statements about our expectations for the future. Those expectations involve risks and uncertainties. Dow cannot guarantee the accuracy of any forecasts or estimates, and we do not plan to update any forward-looking statements if our expectatio

  3. Slide 3: Our Priorities Going Forward

    Our Priorities Going Forward Fully capitalize on growth levers Make further strategic choices: Go deeper and narrower to drive the next level of long-term growth Maintain strong focus on rewarding shareholders

  4. Slide 4: Announcing New Segments Aligned to Dow's Strategy

    Announcing New Segments Aligned to Dow’s Strategy Agricultural Sciences Consumer Solutions Infrastructure Solutions Performance Materials Performance Plastics & Chemicals  Crop Protection  Consumer Care  Dow Building &  Chlor Alkali and Vinyl  Dow Elastomers  Dow Automotive Construction  Chlo

  5. Slide 5: Running an Integrated Enterprise… Sell Out, Sell Up

    Running an Integrated Enterprise… Sell Out, Sell Up APPLY ‘BEST OWNER’ MINDSET CREATE STRUCTURAL ADVANTAGES ― Low Cost, Technology, Targeted Marketing CapEx Selling and R&D Energy & Water Solutions Seeds COMMODITY Consumer SPECIALTY Dow Building & Performance Construction Care Monomers Dow Electroni

  6. Slide 6: Leading Position in the Agriculture Industry

    Leading Position in the Agriculture Industry Crop Protection Growth Driven by Targeted Investments  Focused investment in innovation and channel drives growth; balanced across platforms Herbicide program* with the — Created a world-class Seeds business Untreated Enlist™ Weed Control System — ‘Best-

  7. Slide 7: Doubling Dow Agricultural Science's EBITDA

    Doubling Dow Agricultural Science’s EBITDA Crop Protection EBITDA Growth Driven by Seeds EBITDA Growth Driven by Enlist™ Commercialization of New Products Crop Acres Sold Sales at Product Estimated Sales at Maturity Launch Year Maturity Soybeans >50MM >$600MM Isoclast™ 2013* ~$400MM Corn >40MM >$300

  8. Slide 8: Innovating for Growth

    Innovating for Growth Record Pace of U.S. Patents Granted 1500 U.S. Patents Granted U.S. Patent Applications 1000 2006 Investor Day 500 BETAMATE™ 0 2009 2010 2011 2012 2013 3Q14 Platform TTM New Innovation Delivers Higher Margins 2006 2014  Patent-advantaged products represent >20% of Dow’s revenue

  9. Slide 9: Consumers Crave Improved Displays and Novel Form Factors

    Consumers Crave Improved Displays and Novel Form Factors New Technologies Provide Great Growth Opportunities for Display Technologies Major Display Market Trends (2014+) Strategic Focus of Dow Electronic Materials  Growing desire for close to natural light, moving away from LED’s high-energy  High

  10. Slide 10: High Reliance on Technically Differentiated Offerings

    High Reliance on Technically Differentiated Offerings Tiered Offerings Aligned with Returns Finding Our Place in the Value Chain R&D Investment and Margin Tiered Products and Services Capture Value Level of Competition Throughout Market All Acrylic Coatings Dow Performance Energy & Water Dow Coating

  11. Slide 11: Driving Growth in Energy and Water

    Driving Growth in Energy and Water Focus on “Down the Chain” Solutions Global Reach with a Local Approach  Business groupings create unique capability  Identifying and building a strong presence combinations to generate unique solutions to in promising, high potential regions address significant e

  12. Slide 12: Innovation Pipeline Optimization… How We Do It

    Innovation Pipeline Optimization… How We Do It Key Learnings & Practices  Narrower innovation aligned with market strategy STRONG INNOVATION PLAYBOOK  Consistent addition of innovative ideas Highly-Targeted, to pipeline and cross-business Commercial-Ready synergies enable successful projects Innov

  13. Slide 13: Priorities

    Priorities  Target attractive markets and grow our businesses  Deliver front-end commercial excellence  Continuously refine market choices and product offerings  Rely heavily on differentiated technical offerings Narrow and Targeted Focus will Grow Top Line and Expand Margins

  14. Slide 14: Slide 14

Dow — Investor Day (November 2014) on 6ix