John Quentin's questions to Element Solutions Inc (ESI) leadership • Q2 2025
Question
On behalf of John Quentin from CJS Securities, a question was asked about the growth in Cuprion's total addressable market (TAM) since its acquisition and about the revenue capacity and margin profile of the new manufacturing facility.
Answer
EVP & CFO Carey Dorman explained that while the TAM is hard to quantify, customer pull is very strong, and the company is confident in achieving the $100 million revenue target associated with the acquisition's earn-out. He added that it's an above-average margin product but stated that more capacity will be needed within two years to meet demand, beyond what the first site will provide.