Olin Corporation (NYSE:OLN) Q1 2021 Earnings Conference Call April 28, 2021 10:00 AM ET Company Participants Steve Keenan - Director of Investor Relations Scott Sutton - CEO Pat Dawson - President, Epoxy and International Damian Gumpel - President, Chlor Alkali Products and Vinyls Jim Varilek - COO Todd Slater - CFO Conference Call Participants Hassan Ahmed - Alembic Global Alex Yefremov - KeyBanc Mike Sison - Wells Fargo Kevin McCarthy - Vertical Research Partners Frank Mitsch - Fermium Research Jeff Zekau ...

Table of Contents 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, 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 1-1070 Olin Corporation (Exact name of registrant as specified in its charter) Virginia 13-1872319 (State or other ...

First Quarter 2021 Earnings Presentation April 28, 2021 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 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K (Mark One) ☒ 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 For the transition period from to Commission file number 1-1070 OLIN CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organizat ...

Fourth Quarter 2020 Earnings Presentation January 29, 2021 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. T ...

Financial Data and Key Metrics Changes - The fourth quarter adjusted EBITDA result is pure with no non-recurring items included, indicating a strong performance [13] - The company expects a 10% improvement in the ECU profit contribution index (PCI) across the first half of 2021 compared to the fourth quarter of 2020 [15][50] - The company anticipates reaching $1.5 billion in EBITDA in the near future, with a reduction in annual capital spending requirements to around $200 million [19][78] Business Line Data and Key Metrics Changes - The Winchester segment delivered the best quarterly performance in its 155-year history, with expectations for continued improvement throughout 2021 [14] - The Epoxy business is expected to surpass prior quarterly EBITDA records, driven by strong demand in industrial coatings, automotive, electronics, and wind energy [16][26] - The Chlor Alkali Products and Vinyls (CAPV) segment is seeing signs of recovery, with demand expected to improve as manufacturing activity increases [28][30] Market Data and Key Metrics Changes - General industrial demand remains weak, but specific areas such as Epoxy and Chlor Alkali are showing signs of recovery [25][30] - Demand for Epoxy in China is robust, contributing to pricing traction that has been building since late 2020 [26] - The merchant chlorine net backs are at a multi-year high following fourth-quarter activations, indicating strong market conditions [17] Company Strategy and Development Direction - The company is prioritizing value over volume, withdrawing supply from poor quality markets to improve margins [9][12] - A focus on productivity gains is evident, with a project pipeline that grew by 20% in the fourth quarter, starting 2021 with 633 active projects [17][46] - The company plans to incorporate asset-light structural moves to enhance EBITDA as market conditions improve [20][74] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges faced by customers but emphasizes the importance of lifting materials to reinvestment economics [24] - The outlook for Winchester is positive, with expectations for sustained demand driven by increased shooting participation and military modernization initiatives [14][34] - The company is confident in its ability to achieve its financial targets through disciplined capital spending and debt reduction [18][42] Other Important Information - The company has redeemed $120 million of high-cost acquisition bonds funded entirely with cash from operations, reflecting strong financial management [18] - The company is not currently considering asset sales as part of its near-term agenda, focusing instead on productivity and cost performance [45][93] Q&A Session All Questions and Answers Question: Update on value-first selling strategy and customer response - Management acknowledges the challenges for customers but believes they recognize the company's critical role in their growth [24] Question: Demand recovery across key product markets - Management notes that while general industrial demand is weak, specific segments like Epoxy are recovering to pre-COVID levels [25][26] Question: Expected contribution from price increases in Winchester - Management expects continued improvement in Winchester results, driven by pricing and operational performance [33] Question: Pricing strength in Epoxy and market dynamics - Management indicates that the pricing strength is a combination of internal strategy and external market fundamentals [35][38] Question: Update on 2021 guidance in light of recent improvements - Management confirms an update to guidance, reflecting better-than-expected performance and market conditions [41][42] Question: Operating cash flow dynamics - Management explains that working capital was reduced as planned, with purposeful activations contributing to cash flow [90] Question: Options for underutilized ECU capacity - Management indicates a likely permanent shutdown of some ECU production capabilities rather than retrofitting or temporary closures [93] Question: Productivity initiatives and employee involvement - Management emphasizes a grassroots approach to productivity, involving all employees in identifying cost-saving measures [96][97]

Third Quarter 2020 Earnings Presentation November 5, 2020 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. Th ...

Olin Corporation (NYSE:OLN) Q3 2020 Earnings Conference Call November 5, 2020 10:00 AM ET Company Participants Steve Keenan - Director of Investor Relations Scott Sutton - President, CEO & Director Todd Slater - VP & CFO James Varilek - Executive VP & COO Pat Dawson - Executive VP and President of Epoxy & International Conference Call Participants Hassan Ahmed - Alembic Global Mike Sison - Wells Fargo Kevin McCarthy - Vertical Research Partners Frank Mitsch - Fermium Research Vincent Anderson - Stifel Eric ...

Olin Corporation (NYSE:OLN) Q2 2020 Earnings Conference Call August 6, 2020 10:00 AM ET Company Participants Steve Keenan - Investor Relations John Fischer - President and Chief Executive Officer Todd Slater - Vice President and Chief Financial Officer Pat Dawson - EVP and President, Epoxy and International Jim Varilek - Executive Vice President and Chief Operating Officer Conference Call Participants Kevin McCarthy - Vertical Research Partners Steve Byrne - Bank of America Frank Mitsch - Fermium Research H ...

Second Quarter 2020 Earnings Presentation August 6, 2020 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 ...