Group 1 - Olin Corporation (OLN) announced cost savings of $50 million to $70 million expected in 2025, driven by improvements in military sales [1] - The company has improved its outlook due to the positive impact of military sales on its financial performance [1] - Olin Corporation is actively repurchasing shares at a price of $28, which may indicate confidence in its future performance [1] Group 2 - The analysis focuses on cash flow statements and unlevered free cash flow figures to assess the company's financial health [1] - The financial models may include various metrics such as cost of capital, cost of debt, WACC, share count, and net debt [1] - The analysis typically does not cover growth stocks, emphasizing a preference for companies with a long history of reported financial figures [1]

Olin Corporation (OLN) reported first-quarter 2025 net income of $1.4 million or a penny per share, a decline from the prior-year quarter’s profits of $48.6 million or 40 cents.Barring one-time items, adjusted earnings of 4 cents per share beat the Zacks Consensus Estimate of a loss of 10 cents.Adjusted EBITDA was $185.6 million, down from the year-ago quarter’s $242.1 million. Revenues of $1,644.2 million missed the Zacks Consensus Estimate of $1,661.2 million. However, the metric increased roughly 0.54% o ...

Shares of Olin Corp. (NYSE: OLN ) have been a terrible performer over the past year, losing more than half of their value. The PVC chemicals maker has struggled mightily with an oversupplied market and weak Chinese demand, as evidenced by ongoingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 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 1-1070 Olin Corporation (Exact name of registrant as specified in its charter) Virginia 13-1872319 (State or other jurisdiction of i ...

Olin (OLN) Q1 2025 Earnings Call May 02, 2025 09:00 AM ET Company Participants Steve Keenan - Director of Investor RelationsKenneth Lane - President, CEO & DirectorTodd Slater - SVP & CFODavid Begleiter - DirectorJosh Spector - Executive DirectorKevin McCarthy - PartnerFrank Mitsch - PresidentVincent Andrews - Managing DirectorJohn Roberts - Managing DirectorMatthew Blair - Managing DirectorMichael Sison - Managing Director Conference Call Participants Patrick Cunningham - Vice President, Senior AnalystAlek ...

Olin (OLN) Q1 2025 Earnings Call May 02, 2025 09:00 AM ET Company Participants Steve Keenan - Director of Investor RelationsKenneth Lane - President, CEO & DirectorTodd Slater - SVP & CFODavid Begleiter - DirectorJosh Spector - Executive DirectorKevin McCarthy - PartnerFrank Mitsch - PresidentVincent Andrews - Managing DirectorJohn Roberts - Managing DirectorMatthew Blair - Managing DirectorMichael Sison - Managing Director Conference Call Participants Patrick Cunningham - Vice President, Senior AnalystAlek ...

Financial Data and Key Metrics Changes - The company increased its cost reduction target for 2025 to $50 million to $70 million, up from previous estimates [6][28] - First quarter operating cash flow was negatively impacted by normal seasonal working capital growth, but the company expects working capital to be a source of cash flow for 2025 [27][28] - The adjusted EBITDA for the first quarter of 2025 is expected to be in the range of $170 million to $210 million, including a $40 million sequential chemicals turnaround expense headwind [34] Business Line Data and Key Metrics Changes - The Chlor Alkali Products and Vinyls business exceeded expectations due to planned and unplanned industry outages, leading to higher sales and lower turnaround costs [7][25] - The Winchester division saw growth in domestic and international military ammunition volume, while commercial sales remained weak due to destocking by retailers [8][19] - The Epoxy business experienced improved sales sequentially, but margin benefits from pricing were offset by higher costs [15][25] Market Data and Key Metrics Changes - Stable ECU values continued with positive pricing trends expected into the second quarter, particularly for caustic soda [8][12] - The commercial ammunition market is currently challenged, with mid-single-digit pullbacks in sporting goods and hunting sales [20][21] - The company anticipates that tariffs will have a net neutral impact on earnings, as they generally source and sell where they produce [34] Company Strategy and Development Direction - The company is focused on its "Optimize and Grow the Core" strategy, emphasizing cost reductions and disciplined capital allocation while pursuing high-value growth opportunities [9][10] - The acquisition of Ammo Inc. is expected to enhance Winchester's growth potential and is seen as immediately accretive [23][24] - The company is exploring long-term strategic opportunities in the PVC market, including potential joint ventures [14][88] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the economic environment, noting that while uncertainty exists, customers are not expressing significant negativity about their outlook [71] - The company expects to navigate the challenging environment by managing controllable factors and executing its long-term strategy [35] - The outlook for the second quarter indicates continued strength in the Chlor Alkali Products and Vinyls business, while the Epoxy business faces ongoing challenges [32][34] Other Important Information - The company successfully refinanced its nearest debt tranche, extending maturities to 2029, which positions it well to weather economic uncertainty [8][27] - A new board member, retired U.S. Army General Edward M. Daley, was elected to provide strategic guidance [35] Q&A Session Summary Question: Update on volume and price outlook for chlorovinyl - Management noted continued weakness in EDC pricing but expects positive pricing trends for caustic and seasonal improvements in demand [38][39] Question: Cash positive status of current PVC arrangements - Management confirmed that current PVC arrangements are cash positive and plans to ramp up tolling volumes [41][42] Question: Operating rates in Q1 - Management indicated that operating rates were elevated in Q1 due to increased spot demand, but rates are expected to return to normal in Q2 [45][46] Question: Year-over-year EBITDA decline for Winchester - The decline is attributed to lower commercial demand and higher costs, with approximately two-thirds of the decline due to volume and price [52][54] Question: Epoxy business outlook - Management expects continued struggles in the epoxy business in 2025 but anticipates improvements by the end of the year [78][82] Question: Increased cost-cutting target - The increase in the cost-cutting target for 2025 is seen as a combination of accelerating structural cost savings and productivity improvements [84][85] Question: Capital spending reduction - The reduction in capital spending for 2025 does not change the long-term average spending target, which remains around $250 million [87][88] Question: Interest in Dow's assets - Management refrained from commenting on specific M&A opportunities but emphasized a focus on growth in water treatment and PVC [103][104]

1Q25 Quarterly Earnings Call M a y 2 , 2 0 2 5 Forward-looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to analyses and other information that are based on management's beliefs, certain assumptions made by management, forecasts of future results, and current expectations, estimates and projections about the markets and economy in which we and our various segments operate. The statement ...

Company Performance - Olin reported quarterly earnings of $0.04 per share, surpassing the Zacks Consensus Estimate of a loss of $0.10 per share, representing an earnings surprise of 140% [1] - The company posted revenues of $1.64 billion for the quarter ended March 2025, which was a 1.03% miss compared to the Zacks Consensus Estimate, and remained unchanged from year-ago revenues [2] - Over the last four quarters, Olin has exceeded consensus EPS estimates two times and topped consensus revenue estimates twice [2] Stock Outlook - Olin shares have declined approximately 36% since the beginning of the year, contrasting with the S&P 500's decline of 5.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $1.71 billion, and for the current fiscal year, it is $0.84 on revenues of $6.82 billion [7] Industry Context - The Chemical - Diversified industry, to which Olin belongs, is currently ranked in the bottom 16% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Olin's stock performance [5] - The unfavorable trend in estimate revisions has resulted in a Zacks Rank 5 (Strong Sell) for Olin, suggesting expected underperformance in the near future [6]

Exhibit 99.1 Investor Contact: Steve Keenan (314) 719-1755 InvestorRelations@Olin.com News Olin Corporation, 190 Carondelet Plaza, Suite 1530, Clayton, MO 63105 Olin Announces First Quarter 2025 Results Highlights Clayton, MO, May 1, 2025 – Olin Corporation (NYSE: OLN) announced financial results for the first quarter ended March 31, 2025. First quarter 2025 reported net income was $1.4 million, or $0.01 per diluted share, which compares to first quarter 2024 reported net income of $48.6 million, or $0.40 p ...