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Annual Meeting of Stockholders – Cabot Corp

Cabot Corp · Mar 12, 2015 · 18 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 Meeting of Stockholders – Cabot Corp – slide 1
    Cabot Corporation Annual Meeting of Stockholders Patrick M. Prevost March 12, 2015
  2. Annual Meeting of Stockholders – Cabot Corp – slide 2
    Agenda 2014 Highlights Strategy in Action Outlook MARCH 12, 2015 / CABOT ANNUAL MEETING OF STOCKHOLDERS 3
  3. Annual Meeting of Stockholders – Cabot Corp – slide 3
    Fiscal 2014 Highlights Delivered record Strategic asset adjusted EBITDA expansions World class safety and environmental performance Launched a variety Executed key of new products business initiatives MARCH 12, 2015 /…
  4. Annual Meeting of Stockholders – Cabot Corp – slide 4
    Fiscal 2014 Financial Performance Adjusted EBITDA* 17% adjusted EPS growth 593 year-over-year 531 504 442 Record Reinforcement 398 Materials and Performance Chemicals EBIT Strong cash flow generation 10 11 12 13 14 *…
  5. Annual Meeting of Stockholders – Cabot Corp – slide 5
    Vision and Strategy Implemented in 2008 VISION Deliver earnings growth through leadership in performance materials STRATEGIC LEVERS Margin Improvement Capacity and Emerging Market Expansion Portfolio Management New Product…
  6. Annual Meeting of Stockholders – Cabot Corp – slide 6
    Vision and Strategy Strategy in Action Adjusted Earnings Before Interest, Taxes, Adjusted EBITDA 60 Depreciation and Amortization 600 margin growth Portfolio from 11% in 2008 to (dollars in millions) 65 Management 16% in 2014 New…
  7. Annual Meeting of Stockholders – Cabot Corp – slide 7
    Outlook Industries Drive Underlying Growth Transportation Infrastructure Environment Consumer 3-4% 2-4% 4-6% 5-7% MARCH 12, 2015 / CABOT ANNUAL MEETING OF STOCKHOLDERS 8
  8. Annual Meeting of Stockholders – Cabot Corp – slide 8
    Outlook Economies Developing at Varied Pace 1%-2% 3%-4% 6%-7% 2%-3% Source: The World Bank / Real Gross Domestic Product / January 2015 Forecast MARCH 12, 2015 / CABOT ANNUAL MEETING OF STOCKHOLDERS 9
  9. Annual Meeting of Stockholders – Cabot Corp – slide 9
    Outlook Technology is a Core Competency DEVELOPING SECTORS NEW PRODUCTS Batteries Graphene Lightweight automobiles Advanced activated carbons Environment Specialty carbons for conductive and reinforcing applications PROCESS…
  10. Annual Meeting of Stockholders – Cabot Corp – slide 10
    Outlook Leadership Positions in Each Segment carbon black 1 fumed metal oxides 2 inkjet colorants 1 activated carbon 1 cesium formate 1 MARCH 12, 2015 / CABOT ANNUAL MEETING OF STOCKHOLDERS 11
  11. Annual Meeting of Stockholders – Cabot Corp – slide 11
    Outlook Shareholder Focus and Strategic Drivers Maintain leadership positions across businesses Drive operational excellence and energy efficiency Expand existing portfolio through disciplined capital expenditures and bolt-on…
  12. Annual Meeting of Stockholders – Cabot Corp – slide 12
    Outlook Shareholder Focus and Financial Goals Target 10% to 15% through- 300 cycle earnings growth from: Total Shareholder Return (TSR) 250 5-Year Cabot TSR: 19.47% underlying industry demand 200 efficiency improvements and…
  13. Annual Meeting of Stockholders – Cabot Corp – slide 13
    Fiscal 2015 Outlook Value over volume remains a key success driver Expected demand recovery in the second half of fiscal year Cost saving initiatives to offset economic and currency headwinds Capital expenditures forecast of 150…
  14. Annual Meeting of Stockholders – Cabot Corp – slide 14
    Conclusion Record 2014 financial performance Leading industry positions in every business Competitive global assets Superior technology platforms MARCH 12, 2015 / CABOT ANNUAL MEETING OF STOCKHOLDERS 15
  15. Annual Meeting of Stockholders – Cabot Corp – slide 15
    MARCH 12, 2015 / CABOT ANNUAL MEETING OF STOCKHOLDERS 16
  16. Annual Meeting of Stockholders – Cabot Corp – slide 16
    Appendix MARCH 12, 2015 / CABOT ANNUAL MEETING OF STOCKHOLDERS 17
  17. Annual Meeting of Stockholders – 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…
  18. Annual Meeting of Stockholders – 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 2014 Total Segment EBIT. 238 .. 447 Plus: adjustments to…

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