Financial Data and Key Metrics Changes - Adjusted EBITDA for Q2 2022 was $83.4 million, up 5.8% year-over-year, marking a record for the company and its specialty business [26][30] - Revenue increased by 34.8% year-over-year to $1.026 billion, with adjusted EBITDA rising from $150 million to $167 million [39][42] - Gross profit per ton increased over 8% compared to last year, reflecting improved mix, particularly in the specialty business [28][30] Business Line Data and Key Metrics Changes - Specialty revenue reached $181.9 million, up 16.4% year-over-year, driven by higher oil prices and improved product mix [34] - Rubber business revenue increased to $359.3 million, up 46.8% year-over-year, supported by feedstock-related price increases and strong volume, particularly in Europe and the Americas [36] - Gross profit per ton for the Rubber business was $308.8, down slightly year-over-year and 3.9% sequentially, reflecting higher operating costs [37] Market Data and Key Metrics Changes - The company noted a strong demand for conductive additives, particularly in the lithium-ion space, despite some weakness in lower-end specialty markets like masterbatch [50] - The North American market has seen a significant demand for replacement tires, which is expected to remain strong due to a robust used car market [18][19] - The company has turned down over 15 kilotons of spot volume requests in North America, indicating a supply-demand imbalance favoring the company [14][15] Company Strategy and Development Direction - The strategic roadmap remains focused on shifting capital spending from EPA compliance to value-added activities, with a goal of reaching mid-cycle adjusted EBITDA capacity of $500 million by 2025 [8][13] - The company is expanding its conductives facility, which will increase production capacity by approximately 12 kilotons per year, with expected sustainable EBITDA levels of $40 million to $45 million [9][10] - The 2023 Rubber contracting season is underway, with expectations for favorable pricing negotiations and multi-year agreements [24][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position despite potential economic slowdowns, citing strong fundamentals and favorable supply-demand dynamics [13][19] - The company is proactively addressing natural gas supply concerns in Europe and is working to reduce gas usage in line with European Commission requests [20][21] - Management maintained full-year adjusted EBITDA guidance of $310 million to $340 million, reflecting strong momentum from the first half of the year [42][46] Other Important Information - The company is experiencing inflationary costs and supply chain issues but is taking actions to protect its position and grow the business [19][40] - The company has completed significant air emissions upgrades in the U.S. and is focusing on growth projects moving forward [43][45] Q&A Session Summary Question: Margin performance in Specialty - Management indicated that while margins were impressive, they expect a decline due to weaker markets in lower-end specialty areas like masterbatch [49][50] Question: Guidance expectations - Management is tracking towards the midpoint of their guidance range, with potential upside from strong performance in the Rubber area [55][56] Question: Natural gas curtailment and alternative fuels - Management discussed the conversion to alternative fuels, indicating that costs may be lower than natural gas and that they are prepared for potential curtailments [57][60][61] Question: Rubber Black margin progression - Management acknowledged FX headwinds affecting margins and projected gross profit per ton for Rubber Black to be in the range of $310 to $330 moving forward [64][65] Question: Capital expenditures and free cash flow - Management confirmed expectations of being free cash flow positive next year and mentioned the potential for buybacks as a capital allocation strategy [70][71]

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ ORION ENGINEERED CARBONS S.A. (Exact name of registrant as specified in its charter) Grand Duchy of Luxembourg 001-36563 00-0000000 (St ...

1 E N G I N E E R E D C A R B O N S 1Q 2022 Earnings Conference Call May 6, 2022 Forward-Looking Statements This presentation contains and refers to certain forward-looking statements with respect to our financial condition, results of operations and business. These statements constitute forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Forward-looking statements are statements of future expectations that are based on manage ...

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ ORION ENGINEERED CARBONS S.A. (Exact name of registrant as specified in its charter) Grand Duchy of Luxembourg 001-36563 00-0000000 (S ...

Orion Engineered Carbons S.A. (NYSE:OEC) Q1 2022 Earnings Conference Call May 6, 2022 8:30 AM ET Company Participants Wendy Wilson - Head of IR Corning Painter - CEO Jeff Glajch - CFO Conference Call Participants Josh Spector - UBS Laurence Alexander - Jefferies Jon Tanwanteng - CJS Securities Barry Haimes - Sage Asset Management Chris Kapsch - Loop Capital Operator Greetings and welcome to Orion Engineered Carbons First Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-o ...

Orion Engineered Carbons S.A. (NYSE:OEC) Q4 2021 Results Earnings Conference Call February 18, 2022 8:30 AM ET Company Participants Wendy Wilson - Head of Investor Relations and Corporate Communications Corning Painter - Chief Executive Officer Bob Hrivnak - Interim Chief Financial Officer Conference Call Participants Josh Spector - UBS Michael Leithead - Barclays Capital Chris Kapsch - Loop Capital Markets Jon Tanwanteng - CJS Securities Maria Milina - Jefferies Dan Carroll - Inherent Group Operator Greeti ...

OLION E N G I N E E R E D CARBONS 4Q 2021 Earnings Conference Call February 18, 2022 Forward-Looking Statements This presentation contains and refers to certain forward-looking statements with respect to our financial condition, results of operations and business. These statements constitute forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Forward-looking statements are statements of future expectations that are based on ma ...

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 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 001-36563 ORION ENGINEERED CARBONS S.A. (Exact name of registrant as specified in its charter) | Grand Duchy of Luxe ...

Financial Data and Key Metrics Changes - The company reported its third quarter 2021 financial results, with specific metrics discussed during the call [3][4]. Business Line Data and Key Metrics Changes - Detailed performance across various business lines was expected to be covered in the presentation, but specific data was not provided in the excerpts [4]. Market Data and Key Metrics Changes - The call did not provide specific market data or key metrics changes, focusing instead on the overall financial results [4]. Company Strategy and Development Direction and Industry Competition - The management team, including the CEO and CFO, was expected to discuss the company's strategic direction and competitive landscape during the call [4]. Management's Comments on Operating Environment and Future Outlook - Management indicated that forward-looking statements would be made, highlighting potential risks and uncertainties that could affect future results [5]. Other Important Information - The company emphasized that all forward-looking statements are made as of the call date, November 5, and that there is no obligation to update these statements [5]. Q&A Session All Questions and Answers Question: What are the expectations for future growth? - The management team was expected to address questions regarding growth expectations and strategic initiatives during the Q&A session, but specific questions and answers were not included in the excerpts [4].

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 _______________ ORION ENGINEERED CARBONS S.A. (Exact name of registrant as specified in its charter) Grand Duchy of Luxembourg 001-36563 00-000000 ...