Westlake Growth & Investment Strategy
HIP's Economic Engine
Housing &
Infrastructure
Core Market
Drivers
-
Strong market position
with the #1 #3 positions
across most product
categories
• Improving housing and
construction trends due
to underbuilding
•
Favorable demographic
trends
Organic Growth
Enhancers
• Integration of recent
acquisitions across a
larger distribution
network
• Improved operating rates
through increased shifts
and technology
investment
•
Enhanced branding at
the business and product
level
• Expanding compounding
capacity in growing
markets
.
Inorganic Growth
Opportunities
Penetrating new end
markets and adjacencies
through acquisitions
Applying Westlake's
disciplined and
opportunistic M&A
approach across a
fragmented industry
•
•
Margin Enhancers
Producing recycled
flexible PVC and TPE
compounds provides
margin benefits
• Delivering on cost
synergies from
acquisitions
•
High-valued
compounding capacity
• Improved PVCO margins
• Lowering cost per unit
through automation and
throughput
Financial Outputs
High teens EBTIDA
margin
• FCF generation
improvement
• Reinvestment in
production and product
innovation
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