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Ingevity (NGVT) investor relations material
Ingevity Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary8 Dec, 2025
Leadership transition and strategic focus
CFO Mary Hall will depart in May 2026, with Phil Platt named as her successor, ensuring a smooth transition.
The company completed a comprehensive strategic review, identifying Advanced Polymer Technologies and Road Markings as non-core and initiating divestiture processes, while maintaining customer support during the transition.
The business is sharpening its focus on two core segments: Performance Materials and Pavement Technologies, both positioned for superior profitability and growth.
Leadership is committed to building a more agile, future-ready enterprise optimized for performance in priority markets.
Portfolio transformation and business strengths
Exiting Industrial Specialties and initiating sales of Advanced Polymer Technologies and Road Markings to simplify the business and focus on core competencies.
Performance Materials, centered on automotive activated carbon and filtration, expects ~$600M revenue in 2025 and maintains 50%+ EBITDA margins, benefiting from stricter emissions standards.
Pavement Technologies leads in warm mix asphalt and road preservation additives, targeting ~$300M revenue in 2025 and mid-to-high teens EBITDA margins, with a $400 million market opportunity.
Both segments benefit from unique technology, deep customer relationships, technical expertise, and industry advocacy, creating high barriers to entry.
Financial outlook and capital allocation
Projected to generate nearly $1 billion in deployable cash over two years, with priorities on organic growth, debt reduction, and $300 million in share repurchases.
Projected 2027 revenue of $940-980M and EBITDA of $350-370M, with EBITDA margins of 36-39% and annual free cash flow exceeding $200M in 2026/2027.
Annual revenue and EBITDA growth targeted above 3%, with EBITDA margins above 37% and EPS growth above 10%.
Leverage is expected to be maintained in the 2x-2.5x range, with strong liquidity and no near-term debt maturities.
Capital deployment prioritizes $60M annual capex, debt reduction, and $300M in share repurchases over the next two years.
Mitigation plan for post-divestiture stranded costs
Strategy to capture $400M+ warm mix asphalt market
Why is EV/EBITDA trading at a discount to peers?
APT/Road Markings sales proceeds expectation
Target EBITDA margin for filtration business
Evotherm market share growth timeline
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Q4 202518 Feb, 2026
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Frequently asked questions
Ingevity Corporation manufactures and sells specialty chemicals and activated carbon materials in North America, the Asia Pacific, Europe, the Middle East, Africa, and South America. The company operates in two segments, Performance Materials and Performance Chemicals. Ingevity Corporation's products are used in multiple markets and applications, including the asphalt paving, oil exploration and production, agrochemicals, adhesives, lubricants, publication inks, coatings, elastomers, automotive components etc.
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