Orbia Investor Day Presentation Deck
1
Invest in Growth
and Innovation
Planned Investment in the PVC Value Chain¹
Strengthening our low-cost position; security of supply and
integration value to downstream businesses
1-million-ton
expansion
Four year
phased investment
2022 - 2026
Expanding
integrated
footprint
World-class chlor-alkali,
VCM and PVC facilities
at bottom left of
supply curve
Strategic Rationale
Supply/demand imbalance creating
favorable investment conditions
Announced capacity additions do not
meet medium-term demand
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Advantaged access to raw materials
on U.S. Gulf Coast
U.S. Gulf Coast offers an excellent
location to serve regional and global
markets
Capital-efficient investment to
unlock significant value
ROIC well above our cost of capital
1. Orbia is currently investigating a planned expansion and has not made a formal investment decision as of 05/17/22.
Orbia Investor Day 2022 | 48
>$650M Estimated
EBITDA Contribution by
2027
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Our best-in-class technology,
strong operational platform and
value chain knowledge uniquely
qualify us to navigate the
industry's complexity
Sustainability-driven with
maximum use of clean and
renewable energy sources
Secure supply chains for
Compounds, Building and
Infrastructure and Precision
Agriculture businesses
CAMARE
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