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    Alekski Ufremo

    Managing Director and Equity Research Analyst at KeyBanc Capital Markets

    Aleksey Yefremov is a Managing Director and Equity Research Analyst at KeyBanc Capital Markets, specializing in chemicals sector research and covering major industrial supply chain and chemicals companies such as Ashtead Group, Emerson Electric, W.W. Grainger, and Rockwell Automation. Renowned for his detailed coverage, Yefremov has issued recommendations on over 25 stocks and maintains a track record with a profitable rating on 51% of his calls and an average return per transaction of 4.40%. He joined KeyBanc Capital Markets in December 2019 after five years as Senior Equity Research Analyst for chemicals at Nomura Securities and previous experience at BofA/Merrill Lynch and Accenture. Yefremov holds a master's in finance from St. Petersburg University of Economics and Finance, an MBA from Kellogg School of Management at Northwestern University, and is registered with Series 7, 63, 86, and 87 industry licenses.

    Alekski Ufremo's questions to Element Solutions (ESI) leadership

    Alekski Ufremo's questions to Element Solutions (ESI) leadership • Q2 2025

    Question

    On behalf of Alekski Ufremo from KeyBanc Capital Markets, a question was asked about whether an end to China's EV price wars could benefit the ArgoMax business and for an explanation of the year-over-year decline in Electronics EBITDA margins, excluding metal pass-throughs.

    Answer

    President & CEO Benjamin Gliklich responded that while a shift to higher-quality EVs would be a positive, ArgoMax's value is not heavily tied to vehicle price. EVP & CFO Carey Dorman explained the margin decline was driven by a shift in corporate cost allocation after the Graphics divestiture and incremental OpEx for R&D, which should normalize sequentially in the second half.

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