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DuPont (DD) investor relations material
DuPont Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary18 Sep, 2025
Strategic transformation and portfolio focus
Executing a transformation with a streamlined portfolio, divesting Delrin, Aramids, and spinning off Electronics (Qnity) to focus on healthcare, water technologies, and diversified industrials.
Portfolio actions since 2021 include divesting Mobility & Materials, acquiring Spectrum and Donatelle, and emphasizing high-growth, innovation-driven markets.
Decentralized business model and organizational changes empower faster decision-making, agility, and a performance-based culture.
Building a robust business system integrating innovation, operational, and commercial excellence for continuous improvement.
M&A strategy is focused on bolt-on acquisitions in healthcare and water, with strict financial criteria and synergy capture.
Growth, innovation, and market positioning
Healthcare and water now comprise 50% of the portfolio, each with strong positions in high-growth, innovation-driven markets and deep OEM relationships.
Healthcare leverages end-to-end solutions for medical devices, biopharma, and packaging, with recent acquisitions expanding capabilities.
Water business leads in filtration and separation, with 70% recurring revenue and opportunities in lithium extraction and semiconductor markets.
Diversified industrials focus on building and industrial technologies, with growth in EV, sustainable construction, and automation.
Innovation and customer collaboration are central, with a 30% vitality index and new product sales shifting toward growth.
Financial guidance and performance targets
Medium-term targets (2025–2028): 3–4% organic sales CAGR, 150–200 bps operating EBITDA margin improvement, 8–10% adjusted EPS CAGR, and >90% free cash flow conversion.
2025 pro forma net sales expected at $6.865–6.9 billion, with operating EBITDA of $1.575–1.6 billion and a margin of 23.6%.
Free cash flow generation expected to exceed 90% conversion, with $2.7–2.8 billion cumulative cash and $1.4–1.5 billion excess cash available for deployment from 2026–2028.
Maintaining a dividend payout ratio of 35–45% and targeting net debt/EBITDA below 2x, supporting a strong balance sheet and BBB+ credit rating.
Over $14 billion returned to shareholders since 2019 through dividends and share repurchases.
How will Aramids divestiture proceeds be used?
What drives the 2028 EBITDA margin improvement?
What is the current PFAS litigation exposure?
Detail strategy for 2/3 high-growth portfolio mix
Quantify business system impact on margin expansion
Elaborate on DLE opportunity in Water business
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Next DuPont earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Over 200 Years of Chemicals
E.I. du Pont de Nemours and Company, commonly known as DuPont, is an American chemicals company. Founded in 1802, this Delaware-based conglomerate has been influentia for well over 200 years, stretching the boundaries of applied science, and providing products used in diverse areas ranging from agriculture, nutrition, and electronics to advanced polymers and bio-based products.
Over Two Centuries of Operations
The origins of DuPont trace back to a gunpowder mill on Brandywine Creek in Delaware. Established by E. I. du Pont, a Frenchman who had escaped his homeland in the wake of the French Revolution. He started manufacturing gunpowder after noticing the industry being far behind its European counterpart at the time. Over the decades, the company expanded its portfolio, delving into the production of dynamite, paints, synthetic rubber, and even Kevlar used in body armor.
Merger and Subsequent Spin-off
In a significant move, DuPont and Dow Chemical Company, another massive player in the field of chemicals and materials science, announced their merger in 2015. This union, valued at roughly $130 billion, resulted in the formation of DowDuPont. However, this conglomerate was not to last long in its combined form. With the aim of leveraging focused capabilities in distinct areas, DowDuPont, spun off into three independent public companies in 2019: Dow, focusing on materials science; DuPont, emphasizing its strengths in specialty products; and Corteva, which concentrated on agriculture. This strategic realignment allowed DuPont to enhance its focus on its core competencies, driving growth in areas where the company has been historically dominant.
DuPont Today
At its core, DuPont produces advanced polymers, essential for a wide range of industrial and consumer applications. Within the electronics & imaging segment, the company offers solutions tailored for the electronics industry, including advancements in semiconductor technology. DuPont's nutrition & biosciences division manufactures a range of products, from food and beverage ingredients to pharmaceutical excipients and dietary supplements. Additionally, the safety & construction department is responsible for the production of materials like Kevlar, Tyvek, and Nomex, each serving distinct protective and construction-based functions.
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