Chemours Company (the) · NYSE:CC
Chemours Company (the) — The Chemours Company — Investor Presentation (September 2026)
34 slides from Chemours Company (the)'s investor presentation, September 2026
Slide 1: The Chemours Company Investor Presentation
THE CHEMOURS COMPANY Investor Presentation September 2026
Slide 2: Safe Harbor Statement and Other Matters
Safe Harbor Statement and Other Matters This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward- looking statements provide current ex
Slide 3: Agenda
Agenda I. Company Overview II. Strategic Progress III. Financial Update IV. Appendix 3
Slide 4: I. Company Overview
I. COMPANY OVERVIEW
Slide 5: Chemours Industry-Leading Businesses
Chemours Industry-Leading Businesses THERMAL & SPECIALIZED TITANIUM ADVANCED SOLUTIONS TECHNOLOGIES ` PERFORMANCE MATERIALS Delivering thermal management solutions World's trusted TiO2 partner – delivering Broad portfolio of high-performance with superior performance, quality, and quality product, r
Slide 6: Chemours Industry-Leading Businesses
Chemours Industry-Leading Businesses (All $’s on a trailing twelve-month basis as of June 30, 2026, in millions) Thermal & Specialized Solutions (TSS) Geographical Breakdown Latin $2,163 $725 34% America Net Sales Adj. EBITDA1 Adj. EBITDA 13% Margin1 EMEA North 20% America 47% $5,797 Asia Pacific 20
Slide 7: Driving Long-Term Shareholder Value in Attractive End Markets
Driving Long-Term Shareholder Value in Attractive End Markets A strengthened earnings foundation, highlighted by growth in high- Adj. EBITDA +$1B value end markets, paired with improved cash flow performance, Corp driving higher balance sheet quality in the coming years. APM FCF Conversion TSS +40%
Slide 8: Thermal & Specialized Solutions – Business Summary
Thermal & Specialized Solutions – Business Summary TSS Product Overview TSS Key End Markets Opteon Refrigerants MOBILE AIR Low-GWP solutions for residential/commercial HVAC, data center cooling, EV thermal CONDITIONING AIR FOAM BLOWING CONDITIONING AGENTS management & automotive AC. Opteon XL41 (R-4
Slide 9: An Evolving Stationary AC & Light Commercial Refrigerant Market
An Evolving Stationary AC & Light Commercial Refrigerant Market Regulatory Transition Underway in North America Market Dynamics Market Dynamics ➢ Western multinational equipment ➢ Mainly small-to-medium sized privately manufacturers producing units for held, regional distributors residential and com
Slide 10: Market Outlook Reflects a Continued Transition to Low GWP Solutions
Market Outlook Reflects a Continued Transition to Low GWP Solutions Total Global Refrigerants % of Market Converted to Market Segment Addressable Market 2026 – 2030 CAGR Low GWP* by 2030 (2030) Mobile Air Conditioning MKT: $2.6B MKT: ~4% Global: ~30% Stationary MKT: $2.5B MKT: ~6% Global: ~35% Comme
Slide 11: Favorable Regulatory Trends Accelerating Opteon Adoption
Favorable Regulatory Trends Accelerating Opteon Adoption What it Means for Chemours Quota Stepdowns Across Major Regions ➢ Chemours is pleased to have Developing nations aligned with Kigali A5 begin achieved its 2025 goal with its low 100% regulatory-driven stepdowns in 2028, creating greater GWP pr
Slide 12: TSS: A Clear Path to Growth Ahead
TSS: A Clear Path to Growth Ahead TSS in the Years Ahead ➢ Opteon - specific layered portfolio of thousands of international patents protects Opteon sales across molecules, blends, applications, and manufacturing processes. ➢ Opteon YF (R-1234) is covered by an international patent portfolio for R-1
Slide 13: Portfolio of Solutions Serving the Data Center Chiller End Market
Portfolio of Solutions Serving the Data Center Chiller End Market ➢ Data centers are a fast-growing opportunity within TSS, with a double-digit growth rate despite TSS Data Center Concentration representing a modest share of 2026E net sales ➢ The August 2026 commercial launch of R-515B and Opteon ZE
Slide 14: Growth Opportunity Expands Beyond Initial Regulatory Transition
Growth Opportunity Expands Beyond Initial Regulatory Transition Early Transition Dynamics Mask Significant Aftermarket Growth as Installed Base Grows Unitary HVAC Shipped Units & Aftermarket Refrigerant Total US Market Volumes Developing Market Timeline OEM shipped units in millions of units Afterma
Slide 15: Titanium Technologies – Business Summary
Titanium Technologies – Business Summary Ti-Pure In global TiO2 Manufacturing Adjusted Leader production ~500 customers globally1 Low cost position $2.4B Net Sales2 $114M EBITDA3 The TT Opportunity Global Footprint2 Critical Minerals Optionality in the U.S. TT Latin America 17% ➢ Largest domestic so
Slide 16: Advanced Performance Materials – Business Summary
Advanced Performance Materials – Business Summary Customers & Earnings upside Across a through distributors; no Leader diverse range of high-end ~900 customer High continued specialty $1.2B Net Sales2 $57M Adjusted EBITDA3 representing materials application >10% of sales1 developments The APM Opport
Slide 17: II. Strategic Progress
II. STRATEGIC PROGRESS PATHWAY TO THRIVE
Slide 18: Our Strategy: Securing a Foundation for Future Growth
Our Strategy: Securing a Foundation for Future Growth PATHWAY TO THRIVE Operational Enabling Portfolio Strengthening Excellence Growth Management the Long-Term ❑Manufacturing excellence as a basis for success ❑Investing smartly in selected ❑Holistic portfolio analysis ❑Measurable progress on growth
Slide 19: Our Strategy: Progress Achieved to Date
Our Strategy: Progress Achieved to Date PATHWAY TO THRIVE Operational Enabling Portfolio Strengthening Excellence Growth Management the Long-Term ✓ Notable progress against the ✓ Recorded initial sales of less than ✓ Progressed APM European asset ✓ Reached a proposed settlement $250M of run-rate sav
Slide 20: Established Participation Focused on AI Infrastructure
Established Participation Focused on AI Infrastructure Data Center Use Cases Semiconductor Fabrication Use Cases Thermal Management ➢ Opteon and Freon refrigerants support current cooling infrastructure ➢ Insulation and coatings for temperature and humidity control Performance Materials ➢ Teflon mat
Slide 21: Expanding Applications & R&D Priorities for AI Infrastructure
Expanding Applications & R&D Priorities for AI Infrastructure Two-Phase Direct to Chip Two-Phase Immersion Cooling* 1 1 Liquid thermal management fluids circulate 3 1 Electronic equipment is submerged in into the server rack manifold through a Opteon 2P50 in a sealed container, closed loop system al
Slide 22: Strengthening the Long-Term: Resolving Legacy Liabilities
Strengthening the Long-Term: Resolving Legacy Liabilities Continued Progress Priorities for Resolving Remaining Legacy Matters 2017: January 2021: June 2023: December 2024: June 2026: 1st Ohio MDL MOU with Corteva, EID, DuPont and U.S. Public Water System 3rd Ohio MDL Announced Settlement Chemours o
Slide 23: III. Financial Update
III. FINANCIAL UPDATE
Slide 24: Second Quarter 2026 Highlights
Second Quarter 2026 Highlights Generated $1.6B in Net Sales and $247M in Adjusted EBITDA, supported by strong performance across all segments Announced global TiO2 price increase effective June 1, 2026, as a continuation of December & April price actions; achieved a YTD TiO2 price increase of 5% APM
Slide 25: Second Quarter 2026 Financial Summary
Second Quarter 2026 Financial Summary ($ in millions unless otherwise noted; excludes per share amounts) 2Q26 2Q25 Y-o-Y ∆ 1Q26 Q-o-Q ∆ Net Sales $1,591 $1,615 ($24) $1,381 $210 Net (Loss) / Income1 ($274) ($380) $106 ($29) ($245) Adj. Net Income 2 $64 $91 ($27) $8 $56 EPS 3 ($1.81) ($2.53) $0.72 ($
Slide 26: Liquidity Position as of June 30, 2026
Liquidity Position as of June 30, 2026 ($ in millions unless otherwise noted) Total Liquidity 7 $1.6B Gross Debt $3.9B Net Debt 8 $3.2B TTM Net Leverage 9 4.4x $723 $52 Restricted $615 ($44) ($13) $7 $53 Restricted $158 $671 $562 Unrestricted Unrestricted 5 6 5 1Q26 Cash Balance Operating Cash Flows
Slide 27: IV. Appendix
IV. APPENDIX 27
Slide 28: Segment Net Sales (Unaudited)
Segment Net Sales (Unaudited) 2024 2025 2026 Q1 Q2 Q3 Q4 FY 2024 Q1 Q2 Q3 Q4 FY 2025 Q1 Q2 Net sales by product group and segment OpteonTM refrigerants $ 200 $ 227 $ 205 $ 178 $ 810 $ 279 $ 375 $ 368 $ 243 $ 1,264 $ 313 $ 337 TM Freon refrigerants 173 173 146 124 614 97 123 98 113 428 162 150 Foam,
Slide 29: Segment Net Sales by Region (Unaudited)
Segment Net Sales by Region (Unaudited) 2024 2025 2026 Q1 Q2 Q3 Q4 FY 2024 Q1 Q2 Q3 Q4 FY 2025 Q1 Q2 Net sales by geographic region North America: Thermal & Specialized Solutions $ 271 $ 308 $ 256 $ 194 $ 1,029 $ 233 $ 336 $ 316 $ 241 $ 1,125 $ 326 $ 340 Titanium Technologies 246 274 270 236 1,026 2
Slide 30: Segment Net Sales and Adjusted EBITDA (Unaudited)
Segment Net Sales and Adjusted EBITDA (Unaudited) 2024 2025 2026 2026 Q1 Q2 Q3 Q4 FY 2024 Q1 Q2 Q3 Q4 FY 2025 Q1 Q2 Segment Net Sales Thermal & Specialized Solutions $ 454 $ 519 $ 468 $ 390 $ 1,830 $ 466 $ 597 $ 560 $ 444 $ 2,066 $ 568 $ 591 Titanium Technologies 592 676 672 632 2,572 597 657 612 56
Slide 31: GAAP Net Income to Adjusted Net Income and Adjusted EBITDA (Page 1/2)
GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio (Page 1/2) ($ in millions except per share amounts) Three Months Ended Three Months Ended Twelve Months Ended June 30, March 31
Slide 32: GAAP Net Income to Adjusted Net Income and Adjusted EBITDA (Page 2/2)
GAAP Net Income (Loss) Attributable to Chemours to Adjusted Net Income and Adjusted EBITDA Reconciliation (Unaudited) GAAP Net Leverage Ratio to Non-GAAP Net Leverage Ratio (Page 2/2) ($ in millions except per share amounts) Three Months Ended Three Months Ended Twelve Months Ended June 30, March 31
Slide 33: GAAP Operating Cash Flow to Free Cash Flows and Conversion Reconciliation
GAAP Cash Flow Provided by Operating Activities to Free Cash Flows and Free Cash Flow Conversion Reconciliation Three Months Ended Six Months Ended Twelve Months Ended June 30, June 30, June 30, 2026 2026 2026 Cash flows (used for) provided by operating activities $ 158 $ 114 $ 397 Less: Purchases o
Slide 34: ® 2026 CHEMOURS. ALL RIGHTS RESERVED
® 2026 CHEMOURS. ALL RIGHTS RESERVED
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