Dow Inc. · NYSE:DOW
Dow — Morgan Stanley Laguna Conference 2025
7 slides from Dow's conference presentation, Sep 11, 2025
Slide 1: Dow Presents at Morgan Stanley Laguna Conference
DOW PRESENTS AT MORGAN STANLEY LAGUNA CONFERENCE JIM FITTERLING, CHAIR AND CEO September 11, 2025
Slide 2: Macroeconomic Backdrop Consistent with 2Q Earnings
Macroeconomic Backdrop Consistent with 2Q Earnings Dow 3Q Updates ▪ Expect 3Q results in-line with current consensus2 expectations Market Vertical NAA LAA EMEAI China Rest of World - July/August NAA PE pricing settled flat (% of Revenue1) + Deferred a cracker turnaround in the U.S. Gulf Coast Packag
Slide 3: >$6B of In-Flight Actions to Navigate the Current Environment
>$6B of In-Flight Actions to Navigate the Current Environment Near-Term Levers Driving Operational Improvements Near-Term Levers ($B) o Reducing 2025 CapEx to ~$2.5B, ~$1B lower than original plan; will provide >$6B an update on our Alberta project by year-end ✓ Closed 2 non-core divestitures for ~$
Slide 4: Taking Strategic Actions To Maximize Shareholder Value
Taking Strategic Actions To Maximize Shareholder Value Driving Higher Returns Enhancing Long-Term Competitive Position ▪ Shifting portfolio mix towards higher-growth end markets with ▪ Leveraging our purpose-built global footprint with ~65% of resilient demand across the economic cycle capacity in t
Slide 5: Seek Together
<r Seek Together’
Slide 6: General Comments and Safe Harbor
General Comments and Safe Harbor General Comments Unless otherwise specified, all financial measures in this presentation, where applicable, exclude significant items. Trademarks The Dow Diamond, logo and all products, unless otherwise noted, denoted with , ℠ or ® are trademarks, service marks or re
Slide 7: Non-GAAP Financial Measures & Definitions
Non-GAAP Financial Measures & Definitions Non-GAAP Financial Measures This presentation includes information that does not conform to GAAP and are considered non-GAAP measures. Management uses these measures internally for planning, forecasting and evaluating the performance of the Company's segment