earnings conference call second quarter fiscal 2025 May 1, 2025 — Forward-Looking Statements — This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Ashland has identified some of these forward-looking statements with words such as "anticipates," "believes," "expects," "estimates," "is likely," "predicts," "projects," "forecasts," "objectives," "may," "will," "shoul ...

Ashland (ASH) Q2 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Hello, and welcome to Ashland's Second Quarter Fiscal Year twenty twenty five Earnings Conference Call and Webcast. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You would then hear an automatic message advising your hand is raised. To withdraw your question, please p ...

For the quarter ended March 2025, Ashland (ASH) reported revenue of $479 million, down 16.7% over the same period last year. EPS came in at $0.99, compared to $1.27 in the year-ago quarter.The reported revenue represents a surprise of -5.86% over the Zacks Consensus Estimate of $508.82 million. With the consensus EPS estimate being $1.10, the EPS surprise was -10.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

Ashland (ASH) came out with quarterly earnings of $0.99 per share, missing the Zacks Consensus Estimate of $1.10 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -10%. A quarter ago, it was expected that this chemical company would post earnings of $0.20 per share when it actually produced earnings of $0.28, delivering a surprise of 40%.Over the last four quarters, the company has s ...

Exhibit 99.1 Ashland reports second quarter fiscal 2025 results and revises full-year outlook WILMINGTON, Del., April 30, 2025 – Ashland Inc. (NYSE: ASH) today announced financial results 1 for the second quarter of fiscal year 2025, which ended March 31, 2025, and revised its full-year fiscal 2025 outlook. Ashland, a global additives and specialty ingredients company, holds leadership positions in high-quality, consumer-focused markets including pharmaceuticals, personal care and architectural coatings. "O ...

Core Insights - Ashland Inc. reported a mixed performance in Q2 FY2025, with sales of $479 million, a 17% decrease from $575 million in the prior year, primarily due to portfolio optimization initiatives [4][21][23] - The company revised its full-year fiscal 2025 outlook, anticipating flattish organic sales volume growth and adjusted EBITDA in the range of $400 million to $420 million [21][23] Financial Performance - Net income for Q2 was $31 million, down from $120 million in the prior year, resulting in diluted earnings per share of $0.63 compared to $2.40 [4][5] - Adjusted EBITDA was $108 million, a 14% decrease from $126 million in the prior year, primarily due to the impact of portfolio optimization and lower organic sales [5][10] - Cash flows from operating activities were $9 million, a decrease from $54 million in the prior-year quarter, with ongoing free cash flow totaling negative $6 million [7][32] Segment Performance - Life Sciences sales totaled $172 million, a 23% decrease year-over-year, primarily due to the divestiture of the Nutraceuticals segment [9][10] - Personal Care sales were $146 million, a 14% decrease, attributed to portfolio optimization and specific customer challenges [11][12] - Specialty Additives reported sales of $134 million, a 15% decrease, driven by portfolio optimization and competitive intensity in export markets [13][14] Cost Management and Optimization - The company has completed its portfolio optimization, which included the sale of Avoca and identified a $30 million cost reduction plan [3][4] - Ashland is focusing on accelerating cost savings from its $60 million manufacturing optimization plans, with early benefits evident in robust EBITDA margins above 30% in Life Sciences and Personal Care [3][4] Tariff and Trade Impact - Ashland is closely monitoring tariff policies and has estimated a tariff impact of $3 to $5 million for the second half of FY2025, increasing to $5 to $7 million annually after mitigation actions [19][20] - The company is implementing strategies to mitigate risks associated with tariffs and global trade policies while focusing on maintaining flexible operations [18][19] Market Outlook - The company anticipates a positive inflection in organic sales volumes in the second half of FY2025, led by Life Sciences, to offset declines experienced in the first half [21][24] - Ashland's strategic priorities include enhancing business mix and improving profitability in response to the evolving demand landscape [22][24]

Ashland (ASH) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on April 30, 2025, might help the stock move higher if these key numbers are better than expectatio ...

WILMINGTON, Del., April 17, 2025 (GLOBE NEWSWIRE) -- Ashland Inc. (NYSE:ASH) today announced plans to issue its second-quarter fiscal 2025 earnings release at approximately 5 p.m. ET on Wednesday, April 30, 2025. The company's live webcast with securities analysts will include an executive summary and detailed remarks. The live webcast will take place at 10 a.m. ET on Thursday, May 1. Simultaneously, the company will post a slide presentation in the Investor Relations section of its website at http://invest ...

Increased production capacity and market presence expected to drive competitive position and organic growth; follows previous investments in Ireland and China Wilmington, Del., April 01, 2025 (GLOBE NEWSWIRE) -- Ashland has completed a 10-million-dollar expansion of its pharmaceutical manufacturing plant in Cabreúva, Brazil and will celebrate the occasion with a ribbon-cutting ceremony on April 4, 2025. The investment significantly expands Ashland's pharmaceutical footprint in the region and capabilities to ...

Core Insights - Ashland Inc. is hosting an Innovation Day on May 29, 2025, to showcase its enhanced technology platforms and commercial opportunities [1][2] - The event will include presentations from Ashland's executive and senior technology team, followed by a Q&A session and a lab tour for in-person attendees [2][3] Event Details - The Innovation Day will take place at Ashland's Bridgewater, New Jersey facility, starting at 9:00 a.m. ET and concluding around 2:00 p.m. ET [3] - Registration is required for attendance, with options for both in-person and live webcast participation [1][3] - In-person attendees will have the opportunity to engage with Ashland's leadership and experience a lab tour showcasing applications in Life Sciences, Personal Care, and Specialty Additives [3] Company Overview - Ashland Inc. is a global company specializing in additives and specialty ingredients, serving various markets including construction, energy, food and beverage, and pharmaceuticals [4] - The company employs approximately 3,200 professionals, including scientists and engineers, dedicated to developing innovative solutions for complex problems [4]