Ashland production unit at Calvert City is offline, equipment requires replacement with no impact expected to customer orders

Core Viewpoint - Ashland Inc. has reported that a production unit at its Calvert City, Kentucky facility is offline due to an equipment-related incident, with repairs expected to be completed in fiscal Q1 2026 [1][2][4]. Group 1: Incident Details - The affected production unit was safely shut down for necessary repairs, which will include the fabrication and installation of new equipment [2]. - The damage is confined to Ashland's upstream operations, and while one unit is offline, the site remains partially operational [3]. Group 2: Operational Impact - Ashland does not anticipate any impact on customer deliveries or sales commitments during the repair period, supported by existing finished goods inventory and production from unaffected units [3]. - The primary impact is expected to be operational, including repair costs and absorption-related inefficiencies, with an estimated Adjusted EBITDA impact of approximately $10 million in fiscal 2026 [4]. Group 3: Future Updates - The company plans to provide an update on the status of repairs and operational impact during its Q4 earnings release [5].