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Sensient(SXT) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Financial Performance - Revenue increased to $412109 thousand, a 50% increase, with local currency revenue up by 35%[44, 59] - Adjusted EBITDA Margin improved to 195%, up 190 bps from Q3 2024[44, 45] - Adjusted diluted EPS increased to $096, a 175% increase[44] Segment Performance - Color Group revenue increased by 99%, or 79% in local currency, with an adjusted EBITDA Margin of 247%[59, 62] - Flavors & Extracts Group revenue decreased by 02%, but decreased by 12% in local currency, with an adjusted EBITDA Margin of 177%[59, 61] - Asia Pacific Group revenue increased by 07%, but decreased by 03% in local currency, with an adjusted EBITDA Margin of 242%[59, 63] 2025 Outlook - The company anticipates mid-single-digit growth in local currency revenue[26] - The company anticipates double-digit growth in local currency adjusted EBITDA and EPS[27, 28] Strategic Initiatives - The company is focusing on conversion from synthetic to natural colors, with potential for a 10-to-1 conversion factor in revenue[34] - The company is addressing regulatory changes and consumer preferences for natural ingredients[32, 35]