Matthew Deo's questions to Element Solutions Inc (ESI) leadership • Q2 2025
Question
On behalf of Matthew Deo from Bank of America, a question was asked for clarification on the assumptions behind the updated guidance range and for an update on resolving production bottlenecks for Cuprion.
Answer
EVP & CFO Carey Dorman explained the guidance range is wide due to uncertainty around potential tariff impacts, with the high end assuming strong EV and smartphone activity. President & CEO Benjamin Gliklich added that the primary focus for Cuprion is scaling manufacturing, with the first production line expected to be commissioned by year-end to relieve the initial bottleneck.