Ashland Inc. (ASH) Analyst/Investor Day Transcript

Ashland Inc. ( ASH ) Analyst/Investor Day September 17, 2026 9:00 AM EDT Company Participants Sandy Klugman Guillermo Novo - Chairman & CEO Osama Musa - Senior VP & CTO James Minicucci - Senior VP & GM of Personal Care Galder Cristobal Alessandra Assis - Senior VP and GM of Life Sciences & Intermediates Kapish Karan Sean McMahon Dago Caceres - SVP & General Manager of Specialty Additives Ling Li William Whitaker - Senior VP, CFO & Director of Investor Relations Presentation Sandy Klugman Hello, everyone, and welcome to Ashland Innovation Day 2026. My name is Sandy Klugman, and I'm Ashland's Director of Investor Relations. Today, you will hear from leaders across Ashland, including business executives and technology experts, who will discuss how our innovation pipeline is creating differentiated commercial opportunities that drive long-term growth and value creation. Please note that we will be referencing slides during today's webinar, and we encourage you to follow along with the webcast material available at ashland.com, under Investor Relations. As a reminder, I wanted to caution listeners that during this call, the company's management will be making forward-looking statements. Actual results could differ materially from those stated or implied by our forward-looking statements due to risks and uncertainties associated with the company's business. These forward-looking statements are qualified in their entirety by the cautionary statements contained in today's investor presentation and Ashland's SEC filings, including the quarterly report on Form 10-Q. Please review the safe harbor statements and the disclosure regarding our use of non-GAAP financial measures included in those materials. And with that, I'll turn it over to Guillermo Novo, Ashland Chair and CEO. Guillermo Novo Chairman & CEO Welcome, everyone. It's a pleasure to be here today. Welcome to our Third Innovation Day update. It's a pleasure to host you today. As you've heard in prior events, Ashland has made innovation a strategic priority to drive differentiation and