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    Jaideep Pandya • On Field Research

    Jaideep Pandya's questions to PPG Industries Inc (PPG) leadership

    Jaideep Pandya's questions to PPG Industries Inc (PPG) leadership • Q3 2024

    Question

    Jaideep Pandya asked about PPG's decorative coatings strategy in Europe following the North American exit, including M&A potential. He also questioned the sustainability of share gains in the Packaging coatings business.

    Answer

    Chairman and CEO Timothy Knavish stated the strategy is to focus on markets where PPG is #1 or a strong #2, such as in Europe and Mexico, and they will continue to invest there. SVP and CFO Vince Morales addressed packaging, confirming that PPG gained share in 2024 and is confident of gaining more in 2025 due to its technology and service offerings.

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    Jaideep Pandya's questions to Solvay SA (SLVYY) leadership

    Jaideep Pandya's questions to Solvay SA (SLVYY) leadership • Q2 2024

    Question

    Jaideep Pandya asked about the evolution of soda ash pricing in H1 and the 2025 outlook, the strategy for the rare earths business, and whether the sales split in Basic Chemicals is a good proxy for its EBITDA split.

    Answer

    CEO Philippe Kehren noted 2024 soda ash prices are mostly locked in, providing good visibility, but declined to give a 2025 forecast. On rare earths, he discussed the strategy to potentially repurpose its La Rochelle plant for the permanent magnet market to de-risk the European supply chain. He declined to comment on the EBITDA split within Basic Chemicals.

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    Jaideep Pandya's questions to Solvay SA (SLVYY) leadership • Q1 2024

    Question

    Jaideep Pandya of On Field Research asked about European Soda Ash import competition, the drivers of the Q1 price decline, the company's energy hedging policy, and any plans for carbon sequestration projects.

    Answer

    CEO Philippe Kehren identified Turkey as the main source of European imports, dismissing the U.S. due to high logistics costs. He attributed the Soda Ash price decline half to energy cost pass-throughs and half to market dynamics. CFO Alexandre Blum added that the hedging policy focuses on commercial agreements over financial instruments. Kehren confirmed Solvay is exploring CO2 capture projects.

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