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Element Solutions
Element Solutions (ESI) investor relations material
Element Solutions Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
2025 performance review and strategic highlights
Achieved record year with strong organic growth and effective capital allocation.
High-end electronics and smartphones outperformed expectations, while EV market underperformed.
Sold Graphics Solutions business, freeing up capital for new investments.
Industrial solutions faced volume challenges but improved margins through procurement and productivity.
Two significant acquisitions completed, adding high-quality, fast-growing businesses.
2026 outlook and growth drivers
High-end electronics expected to remain robust; smartphone market to stay volatile.
Industrial recovery not assumed, but productivity improvements and FX tailwinds anticipated.
M&A and recent acquisitions projected to add $70 million in EBITDA next year.
Focus on integrating acquisitions for sales and cost synergies.
Acquisition strategy and portfolio management
EFC Gases to operate as a standalone, leveraging existing relationships for growth.
Micromax to benefit from deeper electronics focus and expanded market access.
Flexible, disciplined capital allocation with a conservative leverage ceiling.
No fixed M&A pace; focus remains on quality and strategic fit.
Acquisitions' impact on long-term growth algorithm
Industrial Solutions: Portfolio fit and value unlock
Kuprion: Scaling manufacturing to meet demand
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Next Element Solutions earnings date
Q4 202518 Feb, 2026
Element Solutions
Next Element Solutions earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
Element Solutions Inc operates as a specialty chemicals company in the United States, China, and internationally. The company offers microencapsulation products, including nisin; functional liquid ingredients such as no-salt seasoning blends and liquid flavorings; and specialty encapsulated ingredients, such as stearic acid and silicon dioxide. Its customers include flavors and fragrances firms, food makers, feed manufacturers, personal care manufacturers, chemical companies, and others. Element also provides client companies with a variety of contract manufacturing services involving spray drying, liquid extraction, microencapsulation processes and equipment design among others.
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