MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE:ESI) ("Element Solutions") announced today that it intends to release its 2023 fourth quarter and full year financial results after the market close on Tuesday, Feb 20, 2024. Element Solutions will host a webcast/dial-in conference call to discuss its financial results at 8:30 a.m. (Eastern Time) on Wednesday, Feb 21, 2024. Participants on the call will include Executive Chairman Sir Martin E. Franklin, Chief Executive Officer Benjamin Gliklich and Chief ...

Legal Notices Certain information contained in this presentation is based on historical results and forecasts provided in connection with the ViaForm® and Kuprion transactions. Use of different methods for preparing, calculating or presenting such information may lead to different results and such differences may be material. While the Company believes this information is reliable and appropriate, you are cautioned not to place undue reliance on this information. Management internally reviews each of these ...

Financial Data and Key Metrics Changes - The company recorded a 3% year-on-year decline in organic net sales, primarily due to continued softness in the Electronics market in Asia [47] - Gross margins improved nearly 500 basis points year-over-year on a constant currency basis, driven by declining raw material inputs and logistics costs [19] - Free cash flow generated in the third quarter was $75 million, with net CapEx year-to-date at $35 million [12][18] Business Line Data and Key Metrics Changes - The Electronics segment saw a 5% year-on-year decline in organic sales, with mobile phone and consumer electronics markets in Asia being the main drivers [10][11] - The Industrial & Specialty segment experienced a 1% year-on-year decline in organic sales, with Energy Solutions growing 11% organically despite challenging comparisons [24] - Semiconductor Solutions declined 6% organically, while Circuitry Solutions declined 12% due to subdued consumer electronics activity in China [49] Market Data and Key Metrics Changes - Overall consumer electronics demand in Asia remained weak, contributing to the decline in organic sales [10] - The automotive electronics business remained resilient, particularly for power electronics applications and electric vehicles [11] - The PCB market is improving sequentially but remains soft compared to prior year activity levels [49] Company Strategy and Development Direction - The company is focused on enhancing its high-end Electronics portfolio, with positive customer response to the nano copper technology acquired from Kuprion [7][8] - Strategic initiatives include cost savings of $10 million identified for the next year and investments in technologies expected to drive market growth [27] - The company aims to deliver adjusted EBITDA growth north of 10% in 2024, with expectations for continued growth thereafter [53] Management's Comments on Operating Environment and Future Outlook - Management noted challenges from declining economic activity in Central Europe, slow recovery in China, and the strengthening dollar, but expressed optimism for 2024 [5] - The company expects a more normal seasonal pattern in the fourth quarter, with a sequential slowdown in Electronics viewed as ordinary course seasonality [6] - Management highlighted that the current situation suggests substantial room for margin-accretive growth in the coming years [52] Other Important Information - An impairment charge was recorded on the Graphic Solutions business, primarily affecting the difference between reported and adjusted EPS [20] - The company expects to complete the integration of customer service and inventory management for ViaForm later this quarter [7] Q&A Session Summary Question: What is driving the ViaForm Entegris inventory dynamic and the reduction this year? - The company reacquired distribution rights for ViaForm and decided to stop selling during the transition period, leading to delayed sales rather than lost sales [33] Question: Are the drivers for multiyear progression still valid? - The company believes that while cyclical recovery is evident, secular growth opportunities remain strong, particularly in advanced packaging and electric vehicle markets [36][63] Question: What are the growth opportunities for electric vehicles compared to internal combustion engines? - The company provides enabling technology for high-end electric vehicles, which have significantly more electronic content than traditional vehicles [78] Question: How is the competitive positioning evolving? - The company feels well-positioned for growth in emerging applications and expects to gain market share in copper deposition and IC substrate markets due to new technologies [40][64] Question: What is the outlook for 2024? - Management indicated that the tone from the supply chain and semiconductor fabs remains bullish for 2024, with expectations for mid-single-digit growth in smartphone handsets [67]

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, 2023 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) (State or other jurisdiction of inc ...

Element Solutions Inc (NYSE:ESI) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Varun Gokarn – Senior Director of Strategy and Finance Ben Gliklich – Chief Executive Officer Carey Dorman – Chief Financial Officer Conference Call Participants Josh Spector – UBS Kieran de Brun – Mizuho Securities John Roberts – Credit Suisse Bhavesh Lodaya – BMO Capital Markets Chris Kapsch – Loop Capital Markets Jon Tanwanteng – CJF Securities Steve Byrne – Bank of America David Silver – CL Ki ...

| --- | --- | --- | --- | --- | --- | --- | |------------------------|-----------------------------|--------------------|--------------------|--------------------------------------------------------------------------|--------------|---------------------------| | | Sales Growth Reported Net | Impact of Currency | Constant Currency | Three Months Ended June 30, 2023 \nChange in PassThrough Metals Pricing | Acquisitions | Organic Net Sales Growth | | Electronics | (19)% | 2% | (17)% | 9% | 0% | (9)% | | Indust ...

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, 2023 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 (State or other juri ...

Enabling Technology. Growing Sustainably. 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 "expect," "anticipate," "project," "will," "should," "believe," "in ...

Element Solutions Inc. (NYSE:ESI) Q1 2023 Earnings Conference Call April 27, 2023 8:30 AM ET Company Participants Varun Gokarn - Senior Director, Strategy and Finance Benjamin Gliklich - President and Chief Executive Officer Carey Dorman - Executive Vice President and Chief Financial Officer Conference Call Participants Joshua Spector - UBS John Roberts - Credit Suisse Kieran de Brun - Mizuho Securities Stefan Diaz - Morgan Stanley Rock Hoffman - Bank of America Jonathan Tanwanteng - CJS Securities Christ ...

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, 2023 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 500 East Broward Boulevard, Suite 1860 33394 Fort Lauderdale, Florida (Zip Code) (Address of principal executive off ...