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Element Solutions Inc (ESI) Analyst/Investor Day Transcript
2026-05-19 · via All Articles on Seeking Alpha

Element Solutions Inc (ESI) Analyst/Investor Day May 18, 2026 9:00 AM EDT

Company Participants

Varun Gokarn - Vice President of Strategy & Integration
Martin Franklin
Ian Ashken
Benjamin Gliklich - CEO & Director
Richard Fricke - President of Electronics
Alfred Zinn - Founder, CTO, Secretary & Director
Nick Antonopoulos - CEO & Director
Tom Hunsinger - Vice President of Assembly Solutions
Bruce Moloznik
Matthew Liebowitz - President of Specialties
Pavel Perlov
Matt Adams
Carey Dorman - President of Enterprise Operations & CFO

Conference Call Participants

Joshua Spector - UBS Investment Bank, Research Division
Bhavesh Lodaya - BMO Capital Markets Equity Research
Jonathan Tanwanteng - CJS Securities, Inc.
Peter Osterland - Truist Securities, Inc., Research Division
John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division
Harris Fein - Wolfe Research, LLC
Frank Mitsch - Fermium Research, LLC

Presentation

Varun Gokarn
Vice President of Strategy & Integration

Good morning, and thank you for joining us today for our 2026 Virtual Investor Day. My name is Varun Gokarn, and I'm the Vice President of Strategy and Integration here at Element Solutions. We're looking forward to sharing today's presentation with you. You will hear from several of our leaders providing a fulsome update on our business, the ways in which our portfolio has evolved and the exciting opportunities that we are working on, all driven by a deep focus on solving our customers' most critical challenges.

Before we begin, I would like to bring your attention to Slide 2 of this presentation, which notes that we will be discussing certain forward-looking statements. These statements represent management's assumptions and expectations with respect to future events, but numerous risks and uncertainties may cause actual results to differ from those predicted.

Additionally, we will present certain non-GAAP financial measures. The definitions and reconciliations of these non-GAAP financial measures to the most directly comparable financial measures calculated and presented in accordance with GAAP can be found