The Chemours Company (CC) Investor presentation summary

Business overview and segment performance

• Operates three main segments: Thermal & Specialized Solutions (TSS), Titanium Technologies (TT), and Advanced Performance Materials (APM), each with global reach and specialized product portfolios.

• TSS focuses on low-GWP refrigerants (Opteon™), legacy Freon™, and foam/propellant products, with strong exposure to regulatory-driven growth in HVAC, data centers, and automotive markets.

• TT is a global leader in TiO2 production, emphasizing cost leadership and reliability, with a mid-cycle EBITDA floor target of $400M.

• APM targets high-growth sectors like semiconductors, data centers, and advanced electronics, with over 40% of Performance Solutions sales in these markets as of 2Q26.

• Geographic sales mix: North America 47%, EMEA 20%, Asia Pacific 20%, Latin America 13%.

Strategic progress and growth initiatives

• Pathway to Thrive strategy centers on operational excellence, targeted growth investments, portfolio optimization, and resolving legacy liabilities.

• Achieved over $250M in cost reductions from 2024 to 2027, with Lean principles embedded across operations.

• Advanced R&D in next-generation refrigerants and two-phase cooling for AI/data center infrastructure, with annual R&D spend of $20–25M.

• Expanded presence in high-value end markets, especially data centers and semiconductors, with TSS and APM products supporting next-gen infrastructure.

• Progressed portfolio management through asset sales, site exits, and focus on higher-return businesses.

Regulatory and market trends

• Regulatory phase-downs of HFCs in the US (AIM Act) and EU (F-Gas) are accelerating adoption of low-GWP Opteon™ refrigerants.

• TSS is positioned for GDP+ growth and 30%+ margins, with IP protection extending into the late 2030s.

• Data center chiller market offers double-digit growth, with new product launches (R-515B, Opteon™ ZE) expanding addressable opportunities.

• Aftermarket growth in refrigerants expected as installed base of new units expands, despite short-term macro headwinds.