The Dow Story Innovating to Solve World Challenges. Dow.com

Transcription

1 The Dow Story Innovating to Solve World Challenges Dow.com

2 By 2030, the world s population will reach 8.3 billion 2

3 The world will need 50% more food 3

4 45% more energy 4

5 30% more water 5

6 ~40% reduction in GHG emissions reductions 6

7 The Human Element at Work: Our solution is science. Our purpose is human. 7

8 Dow: An Innovation Company Mission To passionately create innovation for our stakeholders at the intersection of chemistry, biology and physics Vision To be the most valuable and respected science company in the world Corporate Strategy Invest in a market-driven portfolio of advantaged and technology-enabled businesses that create value for our shareholders and customers Values Integrity ~ Respect for People ~ Protecting Our Planet 8

9 Dow: An Innovation Company Founded in years of growth Largest chemical company in the U.S. Ranked 48 th in the S&P Fortune 500 $58 billion in annual revenue in 2014 ~ 53,000 employees worldwide Integrated value chains aligned to highgrowth sectors 6,000 product families manufactured at 201 sites in 35 countries across the globe 9

10 Delivering the Value Our Customers Want and the World Needs Global Challenges Market Opportunities Science-Driven Solutions Water Bringing quality water to where it s needed Reverse osmosis modules Microbial control Pipeline materials Energy & Climate Change Using energy more wisely and creating new sources Building insulation Structural adhesives for automobiles Solar shingles Gas-treating products Food & Agriculture More food, healthier food and less waste Weed and insect control Seeds and trait technology Healthier oils Flexible food packaging Consumer & Lifestyle Higher standard of living for a growing global population Next-generation electronic materials Enhanced drug formulations Low VOC paints 10

11 117 Years of Science-Driven Innovation From bleach to chemicals: A one-product business diversifies A commitment to basic research: Setting the foundation for product innovation Post-war expansion: Product offerings widen to serve the post-war consumer and Dow expands globally Household names, global reach: Sales grow from $1 billion in 1960 to $10 billion in 1980; household product line doubles (Saran Wrap, Scrubbing Bubbles ) 1990-Present Path to sustainable growth: Strategic shift to a differentiated science and technology company and leader in sustainability From a one-product company to an innovative global leader in agrosciences, advanced materials and plastics 11

12 Scale, Technology and Expertise to Make a Difference 12

13 Portfolio Aimed at Addressing Society s Needs Agricultural Sciences Consumer Solutions Infrastructure Solutions Performance Materials & Chemicals Performance Plastics Crop Protection Seeds Consumer Care Dow Automotive Systems Dow Electronic Materials Dow Building & Construction Dow Coating Materials Energy & Water Solutions Performance Monomers Chlor Alkali and Vinyl Chlorinated Organics Epoxy Industrial Solutions Polyurethanes Dow Elastomers Dow Electrical and Telecommunications Dow Packaging and Specialty Plastics Energy Hydrocarbons Revenue: $7.3B Adj. EBITDA: $1.0B Revenue: $4.6B Adj. EBITDA: $1.0B Revenue: $8.4B Adj. EBITDA: $1.2B Revenue: $15.1B Adj. EBITDA: $2.2B Revenue: $22.4B Adj. EBITDA: $4.4B Enhancing Value through Operational Excellence, Sustainability & Innovation and Investments in Integrated and Feedstock-Driven Value Chains 3Q14 Trailing Twelve Months Revenue and Adj. EBITDA data

14 Driven by Innovation World-Leader in Material Chemistry $1.7 B R&D investments 30% of sales are new products More than 560 US patents granted in time Thomson Reuters Top 100 Global Innovator 5 R&D 100 Awards in 2014 World-Class R&D 6,300 researchers worldwide Strong customer engagement at strategically located R&D centers Leading R&D partnerships at top tier universities and national labs Accelerated innovation through high throughput capabilities 14

15 2014 Winning Solutions Transportation Water Food BETAMATE 1630 Structural Adhesives TEQUATIC TM PLUS Fine Particle Filter Energy Transform WG insecticide and Closer SC insecticide with Isoclast active NEPTUNE TM Subsea Insulation System Garnet 2.0/TERAFORCE TM Resin Coated Sand Technology 15

16 Industry Leader in Sustainability $5.7 B in products highly advantaged from sustainable chemistry 40% reduction in energy intensity since 1990 equivalent to annual energy consumption of 48 million homes 308 MM metric tons of GHG emissions reduced from operations since 1990 First chemical company to earn National Safety Council s Robert Campbell Award 9 U.S. Presidential Green Chemistry Awards more than any other company 14 times named to Dow Jones Sustainability World Index Ranked #1 for GRI Reporting Guideline compliance among Fortune 100 companies 16

17 Positive Change Through Science 2015 Sustainability Goals: Sustainable Chemistry Energy Efficiency & Conservation Addressing Climate Change Contributing to Community Success Product Safety Leadership Local Protection of Human Health and the Environment Breakthroughs to World Challenges 17

18 Delivering Breakthroughs to World Challenges Food: Omega-9 Healthy Oils Water: DOW FILMTEC ECO Reverse Osmosis Elements Transportation: BETAMATE Structural Adhesives Health: POLYOX Water-Soluble Polymers in Lifebuoy Soap ~1.5 billion pounds of trans and saturated fat eliminated 40% better purification with 30% less energy 23.3 million metric tons of CO 2 emission avoidance 45% reduction in preventable disease from handwashing with soap 18

19 World-Class Collaboration 19

20 Recognized Around the World 20