☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________ FORM 10-Q _______________________________________________________________________ For the quarterly period ended September 30, 2021 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 4920 O'Hear Avenue Suite 400 North Charleston ...

Jefferies Industrials Conference Mary Hall, Chief Financial Officer Bill Hamilton, Treasurer and Investor Relations August 4, 2021 PURIFY I PROTECT I ENHANCE Disclaimer: This presentation contains "forward-looking statements" within the meaning of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such statements generally include the words "will," "plans," "intends," "targets," "expects," "outlook," or similar expressions. Forward-looking statements m ...

Ingevity Corporation (NYSE:NGVT) Q2 2021 Earnings Conference Call July 29, 2021 10:00 AM ET Company Participants Bill Hamilton ??? Treasurer and Vice President of Investor Relations John Fortson ??? President and Chief Executive Officer Ed Woodcock ??? President of Performance Materials Mike Smith ??? President of Performance Chemicals Mary Hall ??? Chief Financial Officer Conference Call Participants John McNulty ??? BMO Capital Markets Mike Sison ??? Wells Fargo Mark Zhang ??? Oppenheimer John Tanwanteng ...

ingevity. Second Quarter 2021 Earnings Presentation July 29, 2021 PURIFY I PROTECT I ENHANCE Disclaimer: This presentation contains "forward-looking statements" within the meaning of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such statements generally include the words "will," "plans," "intends," "targets," "expects," "outlook," or similar expressions. Forward-looking statements may include, without limitation, expected financial positions, res ...

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 Commission File Number: 001-37586 _______________________ ...

Ingevity Corporation (NYSE:NGVT) Q1 2021 Earnings Conference Call April 29, 2021 10:00 AM ET Company Participants Bill Hamilton - Treasurer and Head of Investor Relations John Fortson - President and CEO Mike Smith - President of Performance Chemicals Ed Woodcock - President of Performance Materials Erik Ripple - Chief Growth and Innovation Officer Mary Hall - CFO Conference Call Participants John McNulty - BMO Capital Markets Jon Tanwanteng - CJS Securities Daniel Rizzo - Jefferies Ian Zaffino - Oppenheime ...

ingevity. First Quarter 2021 Earnings Presentation April 29, 2021 PURIFY I PROTECT I ENHANCE Disclaimer: This presentation contains "forward-looking statements" within the meaning of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such statements generally include the words "will," "plans," "intends," "targets," "expects," "outlook," or similar expressions. Forward-looking statements may include, without limitation, expected financial positions, res ...

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 Commission File Number: 001-37586 ______________________ ...

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, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-375 ...

Financial Data and Key Metrics Changes - Revenues in Q4 2020 were $326 million, up 7% compared to the previous year's quarter despite COVID-19 impacts [8][9] - Adjusted EBITDA for Q4 2020 was $111 million, an increase of almost 22% from the prior year, with an adjusted EBITDA margin of 34%, a record for the fourth quarter [10][11] - Net debt as of December 31 was $974.8 million, with a net debt ratio of 2.45x, down from 2.73x in the previous quarter [61] Business Line Data and Key Metrics Changes - Performance Chemicals segment sales were $165 million, down almost 6% year-over-year, impacted by COVID-19 [13] - Engineered Polymers sales increased by over 10% due to improved demand in industrial equipment, bio plastics, and automotive applications [14] - Performance Materials segment revenues reached a record $161 million, up 25% year-over-year, driven by strong automotive production and sales in China [20][25] Market Data and Key Metrics Changes - North American vehicle production was flat with a 1% increase, while sales in the U.S. and Canada slightly declined by 2% [22] - The North American rig count was down 56% compared to Q4 2019, reflecting weakness in the oilfield market [18] - In China, vehicle production and sales showed year-over-year increases of 9% and 11%, respectively [24] Company Strategy and Development Direction - The company is implementing "Ingevity 2.0," focusing on sustainability, customer centricity, and innovation to drive revenue growth [37][40] - The strategy includes leveraging activated carbon expertise in biomethane and human health applications [51][52] - The company aims to maintain a top quartile position in specialty chemicals, focusing on EBITDA margin and return on invested capital [48] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term growth potential, particularly in the Performance Materials segment, despite current challenges [33][64] - The company anticipates a 5% impact on global auto production in Q1 2021 due to semiconductor shortages, expecting to recover in the latter half of the year [68] - Management highlighted the importance of maintaining operational efficiency and flexibility in capital allocation strategies [70][100] Other Important Information - The company repurchased $88 million in shares in 2020 and has $407.6 million remaining on its current share repurchase authorization [62] - The company completed significant capital projects, including kiln replacements and capacity expansions, to meet high global demand [26][30] Q&A Session Summary Question: Guidance for Performance Chemicals business - Management indicated a conservative outlook due to potential raw material pricing pressures and freight issues, despite some positive market signals [77][78] Question: Normal margin environment for Performance Materials - Management expects margins to return to mid-40s as the business normalizes, emphasizing the efficiency achieved during 2020 [79][80] Question: Ingevity 2.0 growth initiatives - The biomethane and renewable natural gas initiative is closest to commercialization and is seen as a significant opportunity [81][82] Question: Update on AMG technology adoption - Management is optimistic about the potential for renewable natural gas in their fleet and is exploring additional partnerships [86][87] Question: Competitive environment in materials business - The competitive landscape remains stable, with ongoing legal issues with BASF and a competitor in China [99] Question: Preference for share repurchases or M&A - Management indicated flexibility to pursue both share repurchases and growth investments, depending on opportunities [100] Question: Impact of bio and renewable diesel capacity on feedstock prices - Management confirmed ongoing discussions with customers regarding TOFA certification for RIN generation [92][93] Question: Performance Materials revenue growth drivers - Management expects a favorable mix of volume and price improvements, with minimal impact from electric vehicle demand [111]