UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________ FORM 10-Q _______________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36272 Element Solutions Inc (Exact name of Registrant as specified in its charter) Delaware 37-1744899 ...

Financial Data and Key Metrics Changes - Sales grew 52% year-over-year, with adjusted earnings per share doubling [6][13] - Adjusted EBITDA grew by 57% on a reported basis, with a 47% increase in constant currency terms [13] - Adjusted EBITDA margin expanded by 50 basis points year-over-year, reaching 27.8% excluding the impact of $107 million of pass-through metal sales [15][24] Business Line Data and Key Metrics Changes - Electronics segment saw organic growth of 25%, with Assembly Solutions growing 37% organically [21] - Circuitry Solutions grew 13% organically, driven by strong demand in China and the Americas [21] - Industrial & Specialty increased 41% on an organic basis, with Industrial Solutions growing 61% [22] Market Data and Key Metrics Changes - Demand for logistics significantly outpaced supply, impacting costs and lead times [9] - Raw material costs increased nearly 10% sequentially, with significant freight cost increases [9][24] - The automotive market experienced muted growth due to chip shortages, but demand in broader electronics markets remained strong [11][12] Company Strategy and Development Direction - The company is focused on capitalizing on growth trends in electronics and automotive applications, including electric vehicles and 5G technology [6][7] - Two strategic acquisitions were announced, including Coventya for approximately $500 million, aimed at expanding technical solutions and market reach [17][30] - The company anticipates significant cost synergies from the Coventya acquisition, expected to exceed $15 million within two years [30] Management's Comments on Operating Environment and Future Outlook - Management noted ongoing supply chain challenges due to increased economic activity and raw material scarcity, expecting these issues to persist into 2022 [9][12] - The outlook for the third quarter includes adjusted EBITDA expectations of $125 million to $130 million, reflecting a healthy demand environment [32] - Full-year adjusted EBITDA guidance was increased to a range of $505 million to $520 million, with adjusted earnings per share expected to grow approximately 40% year-over-year [32] Other Important Information - The company generated $72 million of free cash flow in the second quarter, with a full-year expectation of $285 million [25][27] - Net debt to adjusted EBITDA ratio at the end of Q2 was 2.4 times, with a new $400 million term loan priced to fund the Coventya acquisition [27][28] Q&A Session Summary Question: Cash flow expectations for the second half - Management indicated that cash flow improvement is expected due to a release of working capital as sales growth stabilizes [36] Question: Coventya's market focus and potential - Management discussed leveraging Coventya's strengths in automotive and industrial markets to enhance overall sales and customer relationships [38][39] Question: Sequential EBITDA decline drivers - Management acknowledged logistics cost increases and operational expenses as key factors for the expected decline in EBITDA despite stable sales [44][45] Question: Fourth quarter expectations - Management anticipates a typical seasonal slowdown in the fourth quarter, with conservatism built into the guidance due to ongoing supply chain challenges [66][77] Question: M&A pipeline and capital structure - Management confirmed a healthy balance sheet with capacity for further acquisitions, focusing on strategic tuck-in opportunities [68] Question: Working capital release expectations - Management clarified expectations for a modest release of working capital in the second half, primarily from inventory [71] Question: Customer visibility and demand trends - Management expressed confidence in demand visibility for the second half based on industry trends and order patterns, while remaining cautious about the automotive sector [75][76]

| --- | --- | --- | --- | |-------|-------|-------|-----------------------| | | | | Second Quarter 2021 | | | | | Earnings Presentation | | | | | | | | | | 1 July 2021 | Legal Notices SAFE HARBOR Please note that in this presentation, we may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of the Company. Suc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________ FORM 10-Q _______________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36272 Element Solutions Inc (Exact name of Registrant as specified in its charter) Delaware 37-1744899 (Sta ...

Financial Data and Key Metrics Changes - The company reported an 11% organic revenue growth year-over-year and a 25% increase in adjusted EBITDA for Q1 2021, reflecting strong demand in high-end electronics and industrial markets [9][10][12] - Adjusted EBITDA margin expanded by 60 basis points year-over-year, with adjusted earnings-per-share growth of 48% driven by improved operating profit and lower interest expenses [11][12] - Free cash flow generated in Q1 was $24 million, impacted by annual incentive compensation payments and a build in working capital of approximately $40 million [18][20] Business Line Data and Key Metrics Changes - Electronics segment saw an 18% organic growth, with Assembly Solutions growing 27% due to strong demand from automotive and power electronics markets [13][14] - Circuitry Solutions grew 11% organically, driven by demand in China and the Americas, while Semi Solutions also grew 11% [14] - Industrial & Specialty segment experienced a 1% organic growth, with Industrial Solutions growing 8% but Graphics Solutions declining by 12% year-over-year [16][17] Market Data and Key Metrics Changes - The company noted challenges in logistics due to container shortages and delays at ports, impacting supply chains [7][8] - The automotive supply chain faced semiconductor shortages, but demand in construction and machinery markets remained strong [8][9] Company Strategy and Development Direction - The company is focused on positioning itself in attractive growth markets, particularly in high-end electronics and automotive applications, including electric vehicles and 5G technology [5][6] - Strategic investments are being made in areas like printed circuit board applications and sustainable solutions to capture value beyond market growth [26][27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the resilience of the global economy and the ongoing vaccination efforts, which are expected to support recovery [9] - The company updated its full-year 2021 adjusted EBITDA guidance to a range of $500 million to $510 million, reflecting a year-over-year growth of approximately 20% [23][24] Other Important Information - The company plans to increase its cash dividend by 20% to $0.06 per share in the second quarter [25] - Net leverage at the end of Q1 2021 was 2.7 times, with credit ratings upgraded by Moody's and S&P [21] Q&A Session Summary Question: How are Electronics customers responding to the chip shortage? - Management noted that customers are building extra stock of products to support throughput and increasing capacity in the printed circuit board market, leading to potential market share gains [30][31] Question: What is the outlook for automotive builds? - The company observed less growth in automotive due to chip shortages but saw strong performance in other industrial markets, expecting this trend to continue [37][38] Question: How will pricing and margins recover in the second half? - Management indicated a history of recovering pricing in response to raw material price increases, although there may be some lag [65] Question: What is the expected cadence of recovery for the Industrial & Specialty segment? - The company expects the industrial surface treatment business to perform at or above Q1 levels, while Graphics and Offshore businesses are anticipated to grow sequentially [55][56] Question: What are the plans for capital deployment? - Management emphasized a balanced approach to capital allocation, considering both share repurchases and strategic acquisitions [52][58]

| --- | --- | --- | |-------|-------|-----------------------| | | | First Quarter 2021 | | | | Earnings Presentation | | | | | | | | 1 April 2021 | Legal Notices SAFE HARBOR Please note that in this presentation, we may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of the Company. Such discussion and state ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________ FORM 10-Q _______________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36272 Element Solutions Inc (Exact name of Registrant as specified in its charter) Delaware 37-1744899 (St ...

Bank of America 2021 Global Agricultural and Materials Conference Element Solutions Overview 250 March 2021 1 Legal Notices SAFE HARBOR Please note that in this presentation, we may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of the Company. Such discussion and statements will often contain words such as ...

Element Solutions Inc. (NYSE:ESI) Q4 2020 Earnings Conference Call February 25, 2021 8:30 AM ET Company Participants Varun Gokarn - Senior Director of Strategy and Finance Martin Franklin - Executive Chairman Ben Gliklich - CEO Carey Dorman - CFO Conference Call Participants Rob Koort - Goldman Sachs Josh Spector - UBS Chris Kapsch - Loop Capital Markets Duffy Fischer - Barclays Jon Tanwanteng - CJS Securities Neel Kumar - Morgan Stanley Matthew DeYoe - Bank of America Operator Good morning, ladies and gent ...

| --- | --- | --- | |-------|-------|------------------------------------| | | | Fourth Quarter and Full Year 2020 | | | | Earnings Presentation | | | | 1 February 2021 | Legal Notices SAFE HARBOR Please note that in this presentation, we may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of the Company. Su ...