Ecovyst (ECVT) Conference presentation summary

Business profile and value proposition

• Leading provider of regenerated and virgin sulfuric acid, sulfur dioxide, and derivatives essential for customer operations and processes.

• Holds #1 or #2 supply share for products generating over 95% of 2025 sales.

• Secured long-term customer contracts with cost pass-through and minimum volume protection for over 90% of 2025 sales.

• Proprietary production technology and strategically located facilities ensure operational excellence.

• Strong balance sheet with net debt leverage ratio of 2.0x as of June 30, 2026.

Product and service portfolio

• Offers regenerated and virgin sulfuric acid, sulfur dioxide, sodium bisulfite, sodium thiosulfate, sodium metabisulfite, and catalyst activation services.

• Supports key industries: mining, water treatment, energy, food, and pharmaceuticals.

• Leading North American provider for both regenerated and virgin sulfuric acid.

• Ex-situ catalyst activation for refining, petrochemical, and renewable fuel production.

Strategic acquisitions and supply infrastructure

• Acquired Calabrian, the sole on-purpose SO2 producer in North America, with >50% supply share.

• Calabrian brings proprietary SO2Clean® technology and a blue-chip customer base.

• Production sites in Texas and Canada, with strategic proximity to key customers.

• End-to-end supply chain management and production redundancy in key refining locations.