Investor Day 2025 TM Transform. Innovate. Accelerate. 2025 INVESTOR DAY 1 Welcome and Opening Remarks Ann Giancristoforo Vice President, Investor Relations 2 2 2025 INVESTOR DAY 2025 INVESTOR DAY Forward looking statements On January 15, 2025, DuPont de Nemours, Inc. ("DuPont", or after the completion of the Intended Electronics Separation, "New DuPont") announced it is targeting November 1, 2025 to complete the intended separation of its Electronics business (the "Intended Electronics Separation") by way o ...

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share of $2.16, an increase of 12% year-over-year, exceeding expectations [6][20] - Organic sales growth was 1.5%, with all three business groups reporting positive growth for the third consecutive quarter [6][17] - Operating margins increased by 290 basis points year-over-year, driven by productivity and cost controls [6][19] - Free cash flow was solid at $1.3 billion for the quarter, with a conversion rate of 110% [7][21] Business Line Data and Key Metrics Changes - Safety and Industrial organic sales grew by 2.6% in Q2, with six out of seven divisions posting positive results [22] - Transportation and Electronics adjusted sales were up 1% organically, driven by commercial graphics and auto personalization [23] - Consumer business saw a slight increase of 0.3% organically, despite soft consumer sentiment [24] Market Data and Key Metrics Changes - Growth was led by China, which was up mid-single digits, particularly in industrial adhesives and electronics bonding solutions [18] - The U.S. market grew low single digits, driven by Electrical Markets and Personal Safety, but was partially offset by weakness in Auto OEM and Aftermarket [18] - Europe remained flat, with strength in Electrical Markets and Personal Safety, but weakness in Transportation Safety and Auto [18] Company Strategy and Development Direction - The company is focusing on innovation excellence, increasing the cadence of new product launches, with 64 new products launched in Q2, a 70% increase from last year [8][9] - A commitment to operational excellence is evident, with improvements in service, asset utilization, and quality metrics [12][14] - The company is tightening pricing controls and reducing customer churn through predictive analytics [11] Management's Comments on Operating Environment and Future Outlook - Management noted a sluggish global economy, with expectations for organic growth of approximately 2% for the year [16][25] - The company is navigating uncertain times by focusing on customer problem-solving through innovation and efficiency [17] - Management expressed confidence in meeting increased guidance and delivering strong shareholder returns in 2025 [27] Other Important Information - The company returned $3 billion to shareholders through dividends and share repurchases in the first half of the year [15] - A settlement with the State of New Jersey on PFAS claims was announced, with cash payments spread over 25 years [15][71] Q&A Session Summary Question: Can you talk about the new product plan and its impact on margin versus growth? - Management highlighted the importance of R&D and new product innovation, expecting both growth and margin improvements from new products [31][34] Question: What are the sources of operational upside in the footprint versus G&A? - Management indicated that productivity gains are split evenly between G&A and supply chain, with significant cost controls in place [42][44] Question: Can you elaborate on the tariff assumptions and mitigation actions? - Management updated the tariff impact to a gross headwind of $0.20, with mitigation through cost and sourcing changes [106][108] Question: How is the company managing PFAS liabilities? - Management confirmed ongoing discussions with state AGs and emphasized the importance of maintaining cash flexibility while addressing legacy issues [72][75] Question: What is the outlook for the consumer electronics market? - Management noted a softening demand in consumer electronics, with expectations for continued growth but at a slower rate [88]