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    Abigail Eberts • Wells Fargo

    Abigail Eberts's questions to Ingevity Corp (NGVT) leadership

    Abigail Eberts's questions to Ingevity Corp (NGVT) leadership • Q1 2025

    Question

    Abigail Eberts asked about the competitive pressures in China for the Advanced Polymer Technologies (APT) segment and whether the company could recoup pricing. She also questioned if raw material sourcing for other segments was as insulated from tariffs as Performance Chemicals.

    Answer

    CEO David Li acknowledged the competitive environment in China but expressed confidence in the company's differentiated technology and the new leadership in the APT segment. He also confirmed that, from a supply chain perspective, all business segments have minimal exposure to tariffs due to established local-for-local sourcing strategies, resulting in no major concerns.

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    Abigail Eberts's questions to Ingevity Corp (NGVT) leadership • Q4 2024

    Question

    Abigail Eberts asked about the long-term EBITDA margin outlook for the Performance Materials segment, particularly in a more volume growth-oriented environment, beyond the 2025 guidance.

    Answer

    Interim CEO Luis Fernandez-Moreno clarified that the company expects Performance Materials to deliver 50% EBITDA margins in 2025, supported by favorable vehicle mix trends and productivity gains. He projected that longer-term, margins could settle in the high 40s due to potential new competition in China post-2028, but the near-term outlook remains strong.

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