G L A T F E L T E R 2022 Second Quarter Earnings Conference Call Dante C. Parrini, Chairman & CEO Ramesh Shettigar, SVP, CFO & Treasurer August 2, 2022 NYSE: GLT Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses words such as " ...

G L A T F E L T E R Sidoti Summer Small Cap Virtual Conference June 16, 2022 NYSE: GLT Dante C. Parrini, Chairman & CEO Ramesh Shettigar, SVP – CFO & Treasurer 1 Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses words such as " ...

June 8, 2022 G L A T F E L T E R Deutsche Bank 13th Annual Global Materials Conference Dante C. Parrini, Chairman & CEO Ramesh Shettigar, SVP – CFO & Treasurer NYSE: GLT 1 Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses words ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to 4350 Congress Street, Suite 600 Charlotte, North Carolina 28209 (Address of principal executive offices) (704) 885-2555 | (Registrant's telephone number, including area code) | ...

Glatfelter Corporation (NYSE:GLT) Q1 2022 Earnings Conference Call May 3, 2022 11:00 AM ET Company Participants Ramesh Shettigar – Vice President-ESG, Investor Relations and Corporate Treasurer Dante Parrini – Chairman and Chief Executive Officer Sam Hillard – Senior Vice President and Chief Financial Officer Conference Call Participants Mark Wilde – Bank of Montreal Chris McGinnis – Sidoti Operator Good day and thank you for standing by. Welcome to the Glatfelter’s Quarterly Earnings Conference Call. At th ...

G L A T F E L T E R 2022 First Quarter Earnings Conference Call Dante C. Parrini, Chairman & CEO Samuel L. Hillard, SVP & CFO Ramesh Shettigar, VP – ESG, IR & Treasury May 3, 2022 NYSE: GLT Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The ...

G L A T F E L T E R J.P. Morgan Global High Yield & Leveraged Finance Conference February 28, 2022 NYSE: GLT Sam Hillard, SVP & CFO Ramesh Shettigar, VP – ESG, IR & Treasury 1 Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses w ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2021 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to 4350 Congress Street, Suite 600 Charlotte, North Carolina 28209 (Address of principal executive offices) (704) 885-2555 (Registrant's telephone number, incl ...

G L A T F E L T E R 2021 Fourth Quarter Earnings Conference Call Dante C. Parrini, Chairman & CEO Samuel L. Hillard, SVP & CFO February 10, 2022 NYSE: GLT Forward Looking Statements and Use of Non-GAAP Financial Measures Any statements included in this presentation which pertain to future financial and business matters are "forwardlooking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. The Company uses words such as "anticip ...

Financial Data and Key Metrics Changes - Adjusted earnings per share for Q4 2021 were $0.04, a decrease of $0.18 compared to the same period last year [8][9] - Adjusted EBITDA for the quarter was $26 million, reflecting the impact of rising energy costs and raw material inflation [5][8] - The leverage ratio increased to 4.6 times as of December 31, 2021, compared to 1.7 times at the end of 2020, primarily due to acquisitions [10][18] Business Line Data and Key Metrics Changes - Airlaid materials segment reported a 48% revenue increase year-over-year, driven by the addition of Mount Holly and strong recovery in the tabletop category [11][12] - Composite Fibers segment saw a 1.3% increase in total revenues on a constant currency basis, but shipments were down 11% due to price-sensitive customers altering buying patterns [9][10] - Spunlace segment generated approximately $58 million in revenue for the quarter, with shipments slightly below expectations due to demand management and production delays [13][14] Market Data and Key Metrics Changes - Energy prices in Europe significantly impacted earnings, with an estimated negative effect of $4 million in Q4 compared to prior guidance [6][10] - The company experienced a $16.6 million negative impact from rising energy, wood pulp, and freight costs compared to the same quarter last year [10] - The food and beverage business within Composite Fibers performed relatively well, remaining flat year-over-year but showing slight sequential growth from Q3 to Q4 [40][41] Company Strategy and Development Direction - The company is focused on integrating recent acquisitions and optimizing profitability amid challenging macroeconomic conditions [20][22] - A priority is to restore Spunlace profitability and implement raw material and energy cost pass-through mechanisms in the Composite Fibers segment [21][22] - The company aims to migrate approximately 50% of its revenue base to a dynamic pricing model in 2022 to reduce volatility [21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the unprecedented inflationary pressures and supply chain disruptions affecting all segments [3][4] - The company is taking aggressive steps to manage through volatility and is optimistic about the strategic rationale behind its acquisitions [4][20] - Future guidance is cautious, with expectations that energy prices will remain high in the near term, impacting overall financial performance [10][21] Other Important Information - Corporate costs for the full year 2021 were approximately $22.4 million, lower than the previous year, but expected to rise to about $27 million in 2022 [16] - The company anticipates capital expenditures for 2022 to be between $45 million and $50 million, including costs related to Spunlace systems integration [17] Q&A Session Summary Question: Will energy be included in the pass-through for Composite Fibers? - Yes, energy will be included in the pass-through arrangements [27] Question: What has been the customer reception regarding the pass-throughs? - Discussions are ongoing, and the speed and magnitude of input cost inflation are facilitating pragmatic conversations with customers [28] Question: Was the year-end inventory management by customers a surprise? - It was somewhat unexpected, as the company is still integrating new colleagues into its sales and operations planning [34] Question: How did geopolitical tensions affect pricing strategies? - Geopolitical uncertainty can impact consumer sentiment and pricing strategies, but the company has adapted its product offerings to meet market needs [36] Question: What was the contribution from Mount Holly in Q4? - The operating profit from Mount Holly was around $2 million for the fourth quarter [38]