Skip to main content Annual Stockholders Meeting – Cabot Corp Investor Presentation | Shale Experts
Loading...
Pm

Annual Stockholders Meeting – Cabot Corp

Cabot Corp · Mar 13, 2014 · 19 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Annual Stockholders Meeting – Cabot Corp – slide 1
    Cabot Corporation Annual Stockholders Meeting March 13, 2014
  2. Annual Stockholders Meeting – Cabot Corp – slide 2
    Agenda 2013 Performance Global Environment Outlook 13 MARCH 2014 / CABOT ANNUAL STOCKHOLDERS MEETING 3
  3. Annual Stockholders Meeting – Cabot Corp – slide 3
    Stock Performance Last Twelve Months 60% 0.6 Cabot Corporation 0.5 S&P 500 0.4 30% 0.3 0.2 0.1 0% 0 -0.1 Mar 2013 Mar 2014 Last twelve months through March 12, 2014 13 MARCH 2014 / CABOT ANNUAL STOCKHOLDERS…
  4. Annual Stockholders Meeting – Cabot Corp – slide 4
    Vision and Strategy Deliver earnings growth through leadership in performance materials. Margin Capacity and emerging improvement market expansion Portfolio New product and new management business development 13 MARCH 2014…
  5. Annual Stockholders Meeting – Cabot Corp – slide 5
    Fiscal 2013 Highlights Accomplishments 5% year over year adjusted EBITDA growth World-class SH&E performance Completion of strategic investments Successful innovation Execution of business initiatives 13 MARCH 2014 / CABOT…
  6. Annual Stockholders Meeting – Cabot Corp – slide 6
    Financial Performance 4 Years of adjusted Adjusted EBITDA* EBITDA growth 529 503 442 Record fiscal 2013 Advanced 398 Technologies results Reinforcement Materials and 158 Performance Materials growth FY09 FY10 FY11 FY12 FY13…
  7. Annual Stockholders Meeting – Cabot Corp – slide 7
    Safety, Health and Environment Safety* Environment* Total Recordable Incident Rate Environmental Non-conformances FY10 FY11 FY12 FY13 FY10 FY11 FY12 FY13 * excluding Purification Solutions 13 MARCH 2014 / CABOT ANNUAL…
  8. Annual Stockholders Meeting – Cabot Corp – slide 8
    Strategic Investments Completion of Expansions China Reinforcement Materials Wales Fumed Metal Oxides Announced acquisition of NHUMO in Mexico Shanghai plastics lab 13 MARCH 2014 / CABOT ANNUAL STOCKHOLDERS MEETING 9
  9. Annual Stockholders Meeting – Cabot Corp – slide 9
    Innovation Commercialization of New Products Specialty carbons for coatings and plastics applications Fumed silicas for toners, silicone elastomers and adhesives Inkjet office platform Carbon and graphene-based additives for…
  10. Annual Stockholders Meeting – Cabot Corp – slide 10
    Execution of Business Initiatives Strengthening the Company Restructuring actions Integration of Norit Commercial excellence Corporate brand 13 MARCH 2014 / CABOT ANNUAL STOCKHOLDERS MEETING 11
  11. Annual Stockholders Meeting – Cabot Corp – slide 11
    Global Environment Improved tire and automotive demand Growing infrastructure spending European recovery Solid growth in emerging markets 13 MARCH 2014 / CABOT ANNUAL STOCKHOLDERS MEETING 12
  12. Annual Stockholders Meeting – Cabot Corp – slide 12
    Fiscal 2014 First Half Performance Record level of Q1 quarterly adjusted EBITDA performance QTD Q2 13 MARCH 2014 / CABOT ANNUAL STOCKHOLDERS MEETING 13
  13. Annual Stockholders Meeting – Cabot Corp – slide 13
    Earnings Growth Adjusted Earnings Per Share 5.00 Compound Annual Growth Rate 31% 2.91 20% 1.15 2008 2013 2015 13 MARCH 2014 / CABOT ANNUAL STOCKHOLDERS MEETING 14
  14. Annual Stockholders Meeting – Cabot Corp – slide 14
    Conclusion Global breadth (2013 Revenues: Asia 35%, Americas 35%, EMEA 30%) Leading market positions in every business Continuous investment in innovation and technology Earnings growth track record (20% CAGR 2008 through…
  15. Annual Stockholders Meeting – Cabot Corp – slide 15
  16. Annual Stockholders Meeting – Cabot Corp – slide 16
    Appendix
  17. Annual Stockholders Meeting – Cabot Corp – slide 17
    Non-GAAP Financial Measures Adjusted EPS Adjusted EPS = Net Income per diluted common share from continuing operations After-tax certain items per share Adjusted net income per share Certain items are items that management does not…
  18. Annual Stockholders Meeting – Cabot Corp – slide 18
    Non-GAAP Financial Measures Adjusted EBITDA and EBITDA Margin EBITDA Margin = Numerator: Adjusted EBITDA Denominator: Net sales and other operating income (millions ) 2008 2013 Total Segment EBIT 238 384 Plus: adjustments to…
  19. Annual Stockholders Meeting – Cabot Corp – slide 19
    Non-GAAP Financial Measures Advanced Technologies EBITDA Margin Advanced Technologies EBITDA Margin = Numerator: Segment EBIT Plus segment depreciation and amortization Denominator: Net sales and other operating income (millions )…

From the store

Browse maps, data & reports in the Shale Experts store