Acquisition and Investments - The Company acquired Biolie SAS, a natural color extraction business in France, for $4.9 million, net of $0.2 million in debt assumed, with $4.6 million allocated to goodwill[17] - The Company has made significant capital investments to enhance its natural color capabilities over the last 15 years, focusing on production capacity and supply chain resilience[28] Market Position and Strategy - The Company believes it is one of the largest producers of natural and synthetic colors globally, with a significant market share in certified food colors[24] - The Company’s competitive position is based on process expertise, quality, technological advances, and customer service[41] - The Company has a competitive advantage in the color market as the only major manufacturer offering a full range of natural colors and synthetic dyes[43] - The Company’s strategic focus includes developing high-performance components for food and beverage applications, particularly in transitioning to natural colors[35] Workforce and Employment - As of December 31, 2025, the Company employed 807 personnel in research and development, quality assurance, agronomy, and related fields[33] - The Company employed 4,070 persons worldwide as of December 31, 2025, with approximately 45% in the United States and 55% outside[45] - The Company focuses on talent acquisition and development, with over half of senior leadership promoted from within[49] Production and Operations - The Flavors & Extracts Group is the second largest producer of dehydrated onion and garlic products in the U.S., serving various food manufacturers[21] - The Company’s Color Group operates under multiple trade names, including Sensient Food Colors and Sensient Pharmaceutical, catering to diverse industries[26] - The Company’s advanced process technology and application capabilities support its market leadership in color production[26] - The Company’s principal manufacturing plants are located in various countries, including the U.S., Brazil, China, and Germany, supporting its global operations[22] - The Company has a diverse range of raw materials sourced from both domestic and international suppliers, including natural colors and flavor extracts[39][40] Risk Management - The Company is exposed to market risks including interest rates, currency exchange rates, and commodity prices, with potential impacts quantified at approximately $1.0 million for currency fluctuations and $0.9 million for interest rate changes[176][179][180] - The net fair value of the Company's foreign exchange contracts was an asset of $0.3 million and a liability of $0.8 million as of December 31, 2025[178] - The Company does not use commodity financial instruments to hedge prices due to high correlation with selling prices, but may enter forward purchase contracts[181] Safety and Compliance - The Company maintains a robust food safety program, including comprehensive raw material approval processes and regular audits since 1999[53] - The Company’s health and safety programs are overseen by a dedicated EHS Department, with ongoing capital investments to improve safety standards[51]

Manning reiterated that conversion from synthetic to natural colors represents “the single largest opportunity in the company’s history.” He said the industry push remains active in the U.S., Canada, and parts of Latin America, and he emphasized that Sensient has invested for years in natural color technologies, production capacity, quality systems, supply chain capability, and commercial resources to compete for the opportunity.In the fourth quarter, Sensient reported 2% local-currency revenue growth and f ...

Financial Data and Key Metrics Changes - For the full year of 2025, the company reported a 3% local currency revenue growth, a 10% local currency adjusted EBITDA growth, and a 15% local currency adjusted EPS growth [5][22] - The overall adjusted EBITDA margin improved by 100 basis points [5] - In the fourth quarter, local currency revenue grew by 2%, while adjusted local currency operating profit remained flat [5][22] Business Line Data and Key Metrics Changes - The Color Group achieved 7.4% local currency revenue growth and 16.9% local currency operating profit growth for the year, with an adjusted EBITDA margin improvement to 23.7% from 22.1% [8][10] - The Flavors and Extracts Group experienced a 1.3% decline in local currency revenue but a 3.4% increase in local currency operating profit, with an adjusted EBITDA margin of 16.7% [10][12] - The Asia Pacific Group delivered 2.4% local currency revenue growth and 3.8% local currency operating profit growth for the year [12][13] Market Data and Key Metrics Changes - The Color Group's performance is driven by strong momentum in natural color conversions, particularly in the U.S., Canada, and parts of Latin America [6][7] - The Flavors and Extracts Group faced challenges due to severe weather events impacting agricultural ingredients, leading to a one-time inventory loss of approximately $3 million [11][12] - The Asia Pacific Group is expected to recover from regional demand disruptions, with a bounce back anticipated in the latter half of 2026 [12][14] Company Strategy and Development Direction - The company is focused on investing in research and development, production capacity, and a resilient supply chain to support customer needs during the natural color conversion process [7][8] - The goal is to capture a substantial portion of the $1 billion sales opportunity from natural color conversions, with significant capital expenditures planned [16][17] - The company anticipates a ramp-up in natural color inventory throughout 2026 and into 2027 [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit growth in the Color Group for 2026, driven by natural color conversions [15][38] - The company expects mid-single to high single-digit revenue growth for the Flavors and Extracts and Asia Pacific Groups in 2026, with a stronger performance anticipated in the second half of the year [15][92] - Management acknowledged that the first half of 2026 may see challenges in profit leverage due to ongoing investments [15][27] Other Important Information - The company plans to invest $150 million to $170 million in capital expenditures for 2026, with a focus on natural color conversion-related investments [16][25] - The adjusted tax rate for the fourth quarter of 2025 was 17.1%, down from 24.9% in the prior year [23] Q&A Session Summary Question: Conversion opportunity and pipeline for 2026 - Management indicated that approximately $5 million in conversion revenue was invoiced in Q3 and Q4 of 2025, with expectations for acceleration in Q3 and Q4 of 2026 as customer deadlines approach [34][37] Question: Impact of FDA changes on conversion timing - Management believes that FDA guidance will not materially change the timing of brand conversions, as customer commitment to conversion is driven by consumer demand [40][75] Question: Operating leverage and investment details - Management acknowledged that investments in technical personnel and R&D are impacting operating leverage, but these investments are necessary for achieving long-term sales goals [42][44] Question: Confidence in flavors and extracts improvement - Management expressed confidence in mid-single-digit revenue growth for the Flavors and Extracts Group, driven by recovery in agricultural ingredients and improved operational efficiency [89][92] Question: Update on Asia Pacific Group's performance - Management expects a return to revenue and profit growth in the Asia Pacific Group as logistical issues stabilize, with mid-single-digit growth anticipated for the year [92][93]

Sensient (NYSE:SXT) Q4 2025 Earnings call February 13, 2026 09:30 AM ET Company ParticipantsLarry Solow - Managing DirectorPaul Manning - Chairman, President, and CEOTobin Tornehl - VP and CFOConference Call ParticipantsGhansham Panjabi - Managing Director and Senior Research AnalystNicola Tang - Managing Director and Senior Equity AnalystOperatorGood morning, and welcome to the Sensient Technologies Corporation 2025 fourth quarter and year-end earnings conference call. All participants will be in listen-on ...

Financial Data and Key Metrics Changes - For the full year of 2025, the company achieved 3% local currency revenue growth, 10% local currency adjusted EBITDA growth, and 15% local currency adjusted EPS growth [5] - In the fourth quarter of 2025, revenue was $393.4 million, compared to $376.4 million in the same period last year, while operating income was $38.2 million, down from $42 million [22] - Adjusted operating income for Q4 2025 was $44.5 million, compared to $42.9 million in the prior year, indicating flat performance in local currency [23] Business Line Data and Key Metrics Changes - The Color Group delivered 7.4% local currency revenue growth and 16.9% local currency operating profit growth for the year, with an adjusted EBITDA margin improvement to 23.7% from 22.1% [9] - The Flavors and Extracts Group experienced a 1.3% decline in local currency revenue but a 3.4% increase in local currency operating profit, with an adjusted EBITDA margin of 16.7% [11] - The Asia Pacific Group achieved 2.4% local currency revenue growth and 3.8% local currency operating profit growth for the year, although Q4 saw a 1.9% revenue decline [13] Market Data and Key Metrics Changes - The company noted that the natural colors conversion momentum is strong in the U.S., Canada, and parts of Latin America, representing a significant opportunity for growth [8] - The agricultural ingredients business faced challenges due to severe weather events, impacting harvesting activities and leading to a one-time inventory loss of approximately $3 million [12] Company Strategy and Development Direction - The company is focused on investing in research and development, production capacity, and supply chain resilience to support customer needs during the natural color conversion process [9] - The goal is to capture a substantial portion of the $1 billion sales opportunity through natural color conversions, with significant capital expenditures planned for 2026 [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving mid- to double-digit revenue growth in 2026, driven by natural color conversion activities [14] - The company anticipates a challenging profit leverage in the first half of 2026 due to ongoing investments, with expectations for improved performance in the second half [15] Other Important Information - The company plans to invest $150 million to $170 million in capital expenditures in 2026, with a focus on natural color conversion-related investments totaling between $225 million and $250 million from 2025 to 2028 [16] - The adjusted tax rate for Q4 2025 was 17.1%, down from 24.9% in the same period of 2024 [23] Q&A Session Summary Question: How much of the $100 million conversion opportunity was realized in 2025, and what is expected for 2026? - The company invoiced about $5 million in Q3 and Q4 2025, with expectations for acceleration in conversions in 2026 as customer deadlines approach [33][36] Question: How does the FDA's change to the no artificial color designation affect conversion timelines? - Management believes the FDA guidance will not materially change the timing of brand conversions, as customer commitment to conversion is driven by consumer demand [39] Question: What is the outlook for flavors and extracts, and what gives confidence in a rebound? - The flavors and extracts group is expected to see mid-single-digit revenue growth, with confidence stemming from improved agricultural ingredient availability and operational adjustments [87][90]

Sensient Technologies Corporation Fourth Quarter 2025 Earnings Call February 13, 2026 © Sensient Technologies 2026 sensient.com Non-GAAP Financial Measures Within this document, the Company reports certain non-GAAP financial measures, including: (1) adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which exclude restructuring and other costs, including the Portfolio Optimization Plan costs, (2) percentage changes in revenue, operating income, and diluted earnings per ...

Exhibit 99.1 Contact: David Plautz (414) 347-3706 investor.relations@sensient.com Sensient Technologies Corporation Reports Results for the Quarter Ended December 31, 2025 MILWAUKEE— February 13, 2026 — Sensient Technologies Corporation (NYSE: SXT), a leading provider of flavors and colors for the food, pharmaceutical, and personal care markets, today reported financial results for the fourth quarter ended December 31, 2025. Fourth Quarter Consolidated Results Page 2 "Sensient delivered strong results in 20 ...

Core Insights - The food and beverage industry is increasingly adopting natural colors, creating a significant demand for quality assurance and safety protocols, which Sensient's Certasure™ program addresses [1][3]. Industry Overview - Color additives are classified by the FDA into two categories: certified colors and those exempt from certification, often referred to as 'natural' colors [2][8]. - There is currently no specific set of standards for natural-sourced colorants defined by industry trade groups or the FDA, highlighting the need for proactive measures [2]. Company Initiatives - Sensient's Certasure™ program, established in 2015, is an integrated food safety initiative that includes rigorous quality testing, vendor certification, raw material traceability, and best manufacturing practices to ensure the safety and authenticity of natural colors [3][4]. - The program aims to provide manufacturers with the confidence to innovate using natural colors while prioritizing food safety [3]. Product Assurance - The Certasure™ shield logo on Sensient's product shipments signifies the company's commitment to safety and quality, ensuring that the natural colors used in product innovation are safe for consumption and free from recalls [4]. Company Background - Sensient Colors LLC specializes in adding color and visual appeal to food and beverage products globally, leveraging proprietary technologies and industry expertise to enhance brand value [5]. - Sensient Technologies Corporation is a leading global manufacturer of colors, flavors, and fragrances, serving major international brands across various sectors [6].

Core Insights - Rivermont Capital Management reduced its stake in Sensient Technologies Corporation by 205,939 shares, resulting in a value decrease of $20.65 million, bringing the total position value to $7.19 million at quarter-end [1][2] Company Overview - Sensient Technologies Corporation reported a total revenue of $1.60 billion and a net income of $139.11 million for the trailing twelve months (TTM) [4] - The company has a dividend yield of 1.7% and its shares were priced at $96.11, reflecting a 32% increase over the past year, significantly outperforming the S&P 500, which rose by 15% in the same period [3][4] Business Segments - Sensient operates through three main segments: Flavors & Extracts Group, Color Group, and Asia Pacific Group, serving a diverse global customer base across food, beverage, personal care, and household products industries [7] Recent Performance - The company experienced a strong third quarter, with revenue increasing by 5%, operating income rising over 14%, and earnings per share reaching $0.87, primarily driven by margin expansion in the Color segment [8] - Management has raised expectations for local-currency adjusted EBITDA growth, indicating confidence in future performance [8] Market Position - Sensient maintains reliable cash flow, pricing power in natural colors, and manageable leverage, suggesting a solid fundamental position despite the recent stake reduction by Rivermont Capital Management [10]

Revenue and Growth - Revenue for the three months ended September 30, 2025, was $412.1 million, a 4.0% increase from $392.6 million in the same period of 2024[61] - Total revenue increased by 5.0% for the three months ended September 30, 2025, with adjusted local currency growth of 3.5%[82] - Flavors & Extracts segment revenue was $203.0 million for the three months ended September 30, 2025, a decrease of approximately 0.2% compared to the prior year[82] - Color segment revenue increased by approximately 10% to $178.2 million for the three months ended September 30, 2025, driven by higher volumes and selling prices[86] - Asia Pacific segment revenue increased by approximately 1% to $42.1 million for the three months ended September 30, 2025, primarily due to favorable foreign exchange rates[90] Profitability and Margins - Gross margin improved to 34.3% for the three months ended September 30, 2025, compared to 33.2% for the same period in 2024[62] - Operating income for the three months ended September 30, 2025, was $57.7 million, representing a 14.2% increase from $50.5 million in 2024[64] - Total operating income increased by 14.2% for the three months ended September 30, 2025, with an operating income margin of 15.7%[84] - Operating margins for the nine months ended September 30, 2025, were 13.9%, up from 12.7% in 2024[65] - Adjusted diluted earnings per share increased by 20.0% to $0.96 for the three months ended September 30, 2025, from $0.80 in 2024[74] - Diluted earnings per share increased by 13.0% to $17.5 for the three months ended September 30, 2025[84] Expenses and Costs - The effective income tax rate for the three months ended September 30, 2025, was 26.6%, up from 23.7% in 2024[67] - The Company incurred Portfolio Optimization Plan costs of $3.3 million for the three months ended September 30, 2025, compared to $1.2 million in 2024[71] - Interest expense decreased to $7.3 million for the three months ended September 30, 2025, down from $7.7 million in 2024[66] - Corporate & Other operating expenses increased to $17.6 million for the three months ended September 30, 2025, impacted by Portfolio Optimization Plan costs[94] Cash Flow and Financing - Net cash provided by operating activities was $83.3 million for the nine months ended September 30, 2025, a decrease from $135.8 million in the prior year[100] - Net cash used in financing activities was $13.9 million for the nine months ended September 30, 2025, compared to $75.1 million for the same period in 2024[102] - Net debt increased by $41.0 million for the nine months ended September 30, 2025, while it decreased by $19.8 million for the same period in 2024[102] - Dividends paid were $52.2 million for the nine months ended September 30, 2025, slightly up from $52.0 million in 2024[102] - Total dividends of $1.23 per share were consistent for both the nine months ended September 30, 2025 and 2024[102] Strategic Actions and Market Conditions - The Company acquired Biolie SAS for $4.9 million on February 14, 2025, enhancing its Color segment[68] - The Company expects to manage the impact of inflation and tariff costs through pricing actions, although persistent inflation could affect profitability[97][98] Accounting and Risk - There have been no material changes in the Company's critical accounting policies during the quarter ended September 30, 2025[103] - The Company's exposure to market risk has not materially changed during the quarter ended September 30, 2025[104]