Earnings Teleconference Second Quarter / Fiscal 2014
Q2 2014 Highlights BUSINESS HIGHLIGHTS Adjusted EPS increased 30% year over year as demand improved in our key end markets Strong volumes in Reinforcement Materials and Performance Materials Sequential improvement in…
Q2 2014 Highlights STRATEGIC HIGHLIGHTS Announced the divestiture of the Security Materials business for approximately 20 million New PROPELTM carbon black products launched for tire applications Cabot Norit Activated Carbon…
Q2 2014 Cabot Operating Results Q2 Q2 Q1 2014 2013* 2014* Total Segment EBIT (in millions) 116 87 114 Adjusted EPS 0.83 0.64 0.87 Adjusted EBITDA (in millions) 150 125 151 Q2 2014 Year over Year Total Segment EBIT increased 29…
Reinforcement Materials Segment Operating Performance Q2 Q2 Q1 In millions 2014 2013 2014 Net sales 504 459 517 Segment 61 42 64 EBIT Key Highlights Segment Outlook Second quarter volumes improved 15% Tire and automotive…
Performance Materials Segment Operating Performance Q2 Q2 Q1 In millions 2014 2013 2014 Net sales 249 243 217 Segment 47 37 34 EBIT Key Highlights Segment Outlook Record EBIT quarter Growth forecasted year over year in…
Advanced Technologies Segment Operating Performance Q2 Q2 Q1 In millions 2014 2013* 2014* Net sales 48 39 64 Segment 12 8 25 EBIT Key Highlights Segment Outlook Elastomer Composites royalties increase Lower levels of…
Purification Solutions Segment Operating Results Q2 Q2 Q1 In millions 2014 2013 2014 Net sales 80 75 72 Segment 9 13 5 EBITDA Key Highlights Segment Outlook MATS regulation upheld Expect quarterly performance to Sequential…
Corporate Financials Liquidity remains strong at 487 million Reduced debt by 47 million Capital expenditures of 28 million Net working capital increased by 22 million Received 215 million for final Supermetals payment in…
Conclusion OUTLOOK Growth expected in tire, automotive, and construction and infrastructure sectors Actively developing new products and new energy efficiency technologies Confident in ability to deliver earnings…