Slide 1: FutureFuel Corp.
® FUTUREFUEL CORP. Lee Mikles, President and CEO September 2012 NYSE: FF www.futurefuelcorporation.com
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements deal with FutureFuel's current plans, intentions, beliefs, and expectations, and statements of future economic perfo
Slide 3: Company Overview
Company Overview Leading specialty chemicals and biodiesel manufacturer Headquartered in Clayton, Missouri Acquired Eastman SE chemical plant in late 2006 2,200-acre site in north central Arkansas Batch and continuous manufacturing facilities, labs and associated infrastructure Approximately 500 emp
Slide 4: Investment Highlights
Investment Highlights Leader in growing specialty and multi-customer performance chemicals and biofuels * Blue-chip customer base * Cash flow combined with scientific expertise support growing operations Expanding biodiesel fuel operations with proprietary processes Growth potential through increase
Slide 5: World Class Facility
~ World Class Facility * 500-acre facility on 2,200-acre location * Land capacity provides for additional growth and expansion opportunities * Significant feedstock storage provides flexibility * Increased product turns through upgraded rail access FUTUREFUEL’ 5 Ss" CORP.
Slide 6: Specialty Chemicals Segment
Specialty Chemicals Segment Growing market driven by changes to industrial and consumer product life cycles and new offerings Improved operating efficiencies following acquisition Reputation as customer-oriented, technology-driven and price competitive with an excellent health, safety and environmen
Slide 7: Biofuel Segment
Biofuel Segment Fragmented U.S. market with many small producers Growth driven by government mandates and incentives Manufacturing know-how support from chemicals operations Ability to use broadest possible feedstock as raw material Large capacity storage facilities for feedstock and product storage
Slide 8: Biodiesel Mandates
Biodiesel Mandates EPA RFS2 mandates level of biodiesel in the market place * 800 million gallons of biodiesel in 2011; increased to 1 billion gallonsin 2012; announcement for 2013 is pending ¢ Future mandates cannot drop below current level Renewable Identification Numbers (RINs) ensure reaching pr
Slide 9: 2012 RIN Value
2012 RIN Value 1.6000 15000 Pl, 1.4000 aa aan 1.3000 1.2000 Wr 1.1000 \— 1.0000 ly 0.9000 0.8000 oN 3 OM 3 3 &* ” OM 3” KS MMPM MEH N PMD FUTUREFUEL’ 9 Sy" CORP.
Slide 10: Recent Milestones
Recent Milestones Began trading on NYSE under FF (March 2011) Added to the Russell 3000® Index (June 2011) Declared a normal quarterly dividend of $0.10 per share for 2012 Named as one of the top 20 small public companies in America by Forbes magazine in October 2011, as ranked by sales and earnings
Slide 11: Leadership
y Leadership Paul (Tony) Novelly — Executive Chairman ¢ Chairman & CEO of Apex Oil Company Lee Mikles — President, CEO Paul Lorenzini — COO Douglas Hommert — Corporate Counsel Christopher Schmitt — CFO FutureFuel Chemical Company * Top 3 executives have 80+ combined years in chemicals industry * 9Ph
Slide 12: Revenues (in millions)
$350 $300 $250 $200 $150 $100 $50 go ¥ Revenues (in millions) $310 $198 $197 $219 189 1 ] J J + + + A 2007 2008 2009 2010 2011 1H 11 1H12 mChemical Biodiesel FUTUREFUEL* Sy" CORP.
Slide 13: Adjusted EBITDA
ADJUSTED EBIDTA (in millions) 70 60 A 62 50 40 1 30 3 29 20 t 10 + 0 2006 2007 2008 2009 2010 2011 $22.5 million of adjusted EBITDA for 1H12 FUTUREFUEL’ 8 Ss" CORP.
Slide 14: Net Income
Net Income {in Millions) $34.5 23.1 $22.7 ; $17.0 $15.6 $8.4 $11.2 | (2007 2008 2009 2010 (2011 1H 11 1H12 FUTUREFUEL* 14 °y_CORP.
Slide 15: Second Quarter 2012 Financial Results
Second Quarter 2012 Financial Results Certain Financial Metrics (Dollars in thousands, except per share amounts) (Unaudited) For the three months ended June 30, 2012,” 2011 Change _% Change Revenues $ 103,237 $ 74,728 $ 28,509 38% Income from operations $ 11572 $ 12,656 $ (1,084) 9% Net income $ 847
Slide 16: Financial Resources
Financial Resources * $179 million in cash, cash equivalents and marketable securities (6/30/12) * $50 million bank credit facility with Regions Bank ¢ No outstanding borrowings FUTUREFUEL’ 16 Ss" CORP.
Slide 17: Business Strategy
Business Strategy Expand specialty chemicals operations ¢ Additional specialty contracts ¢ Increase production of performance chemicals for sale Manage costs for all operations Improve biodiesel production Expand revenue base with anode material and other new products Consider M&A opportunities FUTU
Slide 18: In Summary
In Summary Leader in growing specialty and multi-customer performance chemicals Expanding biodiesel fuel operations with proprietary processes Growth potential through entry into anode material manufacturing Strong new product portfolio Leadership with proven success Strong financial position Attrac