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Element Solutions Inc (ESI) 3rd Annual Materials of the Future Conference June 16, 2026 9:15 AM EDT
Company Participants
Benjamin Gliklich - CEO & Director
Conference Call Participants
Christopher Parkinson - Wolfe Research, LLC
Presentation
Christopher Parkinson
Wolfe Research, LLC
Next up, I'm thrilled to introduce Element Solutions, ticker ESI. Today, we have the CEO, Ben Gliklich. I've had known the pleasure of knowing Ben for 12, 13 years now through a variety of roles. I've always had a tremendous amount of respect for him. It's our top pick. It's on Wolfe's Alpha List as it has been. So Ben, thank you for making me look a lot smarter than I actually am. I always appreciate that.
Question-and-Answer Session
Christopher Parkinson
Wolfe Research, LLC
There's a lot to go through, and I imagine and the audience actually submitted a bunch of questions, too. But Ben, you've been the CEO since 2019, and there's been a huge shuffle in the portfolio and a lot of acquisitions and my associate was kind enough to list all of them. But most recently, Micromax and EFC, you divested Graphic Solutions. In terms of just the overall portfolio, how do you interpret where you stand today versus where you stood 1 year ago and where you want to be 2, 3 years ago? Are you firmly on that path? Or is there anything else you have to really do?
Benjamin Gliklich
CEO & Director
Thanks for having me, and thanks for starting with an easy one. We launched Element Solutions in 2019 with the vision of being the best company in our markets, in 3 clear areas. The first is the value we provide to our customers. The second is the opportunities we create for our people. The third is the value we create for our shareholders. And all of our
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