Hakim Stample's questions to Element Solutions (ESI) leadership • Q2 2025
Question
Hakim Stample, on behalf of Matthew Deo at Bank of America, asked for clarification on the assumptions behind the updated guidance range and requested an update on production bottlenecks for the Cuprion product line.
Answer
CFO Carey Dorman explained the wide guidance range accounts for potential tariff uncertainty, with the high end assuming strong EV and smartphone markets and the low end reflecting potential macro deterioration. President and CEO Benjamin Gliklich added that for Cuprion, the first mid-scale production line is on track for commissioning by year-end, which will alleviate the initial bottleneck, though another site will be needed within 18 months to meet demand.