Core Viewpoint - Itaconix PLC has achieved record revenue performance, with a 59% year-on-year increase, surpassing $10 million for the first time, indicating strong growth momentum as it enters 2026 [2][6]. Revenue Performance - The company reported its third consecutive record half-year, with revenues exceeding $10 million, marking a significant milestone for the specialty ingredients sector [2][6]. - This revenue growth reflects years of development in commercializing a new class of chemistry focused on odour-neutralizing and scale-inhibiting ingredients [2][3]. Growth Drivers - Demand is driven by customers seeking safer, high-performance, and sustainable solutions across various consumer product categories, including automatic dish detergents, laundry detergents, pet products, and carpet cleaning [3][6]. - The ingredients offered by Itaconix are plant-based, environmentally friendly, and often reduce production costs while enhancing cleaning performance [3][7]. Financial Position - The company has a strong balance sheet following a successful fundraising in 2023, which has enabled the expansion of its customer base and increased recognition of its technology's value [4][7]. - Improved customer engagement and visibility have accelerated the adoption of the company's scale inhibitor products [4][8]. Operational Outlook - Itaconix is well-positioned operationally, with production capacity in place to meet demand through at least 2027, supported by ongoing investments at its Stratham facility [5][8]. - While the company does not expect to replicate last year's growth rate, it anticipates continued strong growth, with 2026 expected to be another milestone year [5][10]. Future Expectations - The company aims to become a large, profitable specialty ingredients provider, with a strong pipeline of customer projects and momentum from 2025 [9][10]. - Itaconix believes it can achieve its next $10 million in revenue faster than it did the first time, despite not expecting to repeat the previous year's growth rate [10].

Company Overview - Ecovyst Inc. is a leading integrated and innovative global provider of advanced materials, specialty catalysts, virgin sulfuric acid, and sulfuric acid regeneration services [3][4] - The company supports customers globally through a strategically located network of manufacturing facilities, contributing to environmental sustainability [3] Business Segments - Ecoservices, one of the company's specialty businesses, provides sulfuric acid recycling to the North American refining industry and high-quality virgin sulfuric acid for industrial and mining applications [4] - Ecoservices also offers chemical waste handling and treatment services, along with ex-situ catalyst activation services for the refining and petrochemical industry [4] - The Advanced Materials & Catalysts segment includes the Advanced Silicas business, which supplies finished silica catalysts and functionalized silicas for high-performing plastics and sustainable chemistry [4] - The Zeolyst Joint Venture innovates and supplies specialty zeolites used in catalysts for sustainable fuel production and emission reduction from diesel engines [4] Upcoming Events - Ecovyst Inc. will conduct a conference call and audio-only webcast on August 7, 2025, at 11:00 a.m. Eastern Time to review its second quarter 2025 financial results [1] - Investors can access the live conference call via telephone or through an audio-only live webcast [2]