Minerals Technologies Inc. (MTX) Analyst/Investor Day Transcript

Minerals Technologies Inc. ( MTX ) Analyst/Investor Day September 22, 2026 1:00 PM EDT Company Participants Lydia Kopylova - Vice President of Investor Relations Douglas Dietrich - Chairman & CEO Erik Aldag - Senior VP of Finance & Treasury and CFO James Wright Chadley Trent Conference Call Participants Peter Osterland - Truist Securities, Inc., Research Division Dan Moore - CJS Securities, Inc. Wayne Pinsent - GAMCO Investors, Inc. Janet Lewis - Royce & Associates, LP David Silver - Prime Executions, Inc., Research Division Presentation Lydia Kopylova Vice President of Investor Relations Good morning, everyone, and welcome to Minerals Technologies 2026 Investor Day. We're broadcasting today from our Bethlehem, Pennsylvania, which is the center for R&D for Crystal Engineering Technology and also our corporate offices. Please note that some of the statements may be forward-looking even in the meaning of federal securities laws. There is a cautionary statement that you can find on this page in the presentation. Also, some of the numbers on the -- in the presentation might be non-GAAP. There is a reconciliation to GAAP financials at the appendix of this presentation at the end of this presentation, that's also available online. Today's agenda, we will start with company overview presented by Doug Dietrich, our Chairman and Chief Executive Officer, followed by a presentation about our financial targets and our performance and our strategy going forward, presented by Erik Aldag, our Chief Financial Officer. And then 2 of our product line leaders will present our growth strategies as well as innovative pipeline for Specialty Additives and Crystal Engineering as well as High-Temperature Technologies focusing on steelmaking and metallization. Followed their presentation, we'll have time for Q&A. For those who are online, you can type in your question and I will read it. We'll try to answer as many as possible. Once we conclude the webcast presentation, we will have an in-person R&D tour of our labs where our leaders of