Sensient Technologies Corporation · NYSE:SXT
Sensient Technologies — Q3 2026 Earnings Presentation
26 slides from Sensient Technologies's earnings presentation, Oct 30, 2026
Slide 1: Third Quarter 2026 Earnings Call
Sensient Technologies Corporation Third Quarter 2026 Earnings Call October 30, 2026 © Sensient Technologies 2026 sensient.com
Slide 2: Non-GAAP Financial Measures
Non-GAAP Financial Measures Within this document, the Company reports certain non-GAAP financial measures, including: (1) adjusted operating income, adjusted net earnings, and adjusted diluted earnings per share, which exclude restructuring and other costs, including the Portfolio Optimization Plan
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains statements that may constitute “forward-looking statements” within the meaning of Federal securities laws including under “2026 Financial Outlook” and “Consolidated Full Year 2026 Outlook”. Such forward-looking statements are not guarantees of fu
Slide 4: Quarterly Results & Business Update
Quarterly Results & Business Update © Sensient Technologies 2026 sensient.com 4
Slide 5: Q3 2026 Consolidated Results
Q3 2026 Consolidated Results (1) See appendix for our GAAP to Non-GAAP reconciliations. © Sensient Technologies 2026 sensient.com 5
Slide 6: Color Group Performance
Color Group Performance Local Currency1 Results Commentary Revenue • Growth in the quarter driven primarily by strong volume growth Operating Results • Strong operating leverage in the quarter primarily due to volume growth in the Food & Pharmaceutical product line • Adjusted EBITDA Margin1 for the
Slide 7: Flavors & Extracts Group Performance
Flavors & Extracts Group Performance Local Currency1 Results Commentary Revenue • Growth in the quarter driven by higher prices and volume growth Operating Results • Favorable operating leverage in the quarter primarily due to favorable pricing • Adjusted EBITDA Margin1 for the Group was 18.5% in Q3
Slide 8: Asia Pacific Group Performance
Asia Pacific Group Performance Local Currency1 Results Commentary Revenue • Growth in the quarter driven by strong volume growth and higher prices across the Group Operating Results • Strong operating leverage in the quarter due to volume growth across the Group and favorable prices • Adjusted EBITD
Slide 9: Business Outlook
Business Outlook1 Consolidated Full Year 2026 Outlook Local Currency Revenue2 • Growth rate of high single to low double-digits Local Currency Adjusted EBITDA2 • Growth rate of mid-teen to high teen Local Currency Adjusted EPS2 • Growth rate of mid-teen to high teen (1) Represents outlook as of our
Slide 10: Value of Color Consumer Research Series
Value of Color Consumer Research Series Methodology 8 Attributes Tested 7 Categories; 75+ Products • Multiple Phase • Purchase Intent • Beverages Approach • Overall Liking • Dairy • Engaged Over 12,000 • Visual Appeal • Confections Consumers • Taste Perception • Cereal • Blind and Comparative • Flav
Slide 11: Value of Color Category Spotlight: Cereal Insights
Value of Color Category Spotlight : Cereal Insights Natural Color Alternatives Tested Flavor Perception: • Color variety and vibrancy significantly amplify flavor intensity for the consumer. Natural Color Conversion Success: • Shifts in visual vibrancy and color variety during an artificial to natur
Slide 12: Financial Update & Outlook
Financial Update & Outlook © Sensient Technologies 2026 sensient.com 12
Slide 13: Q3 2026 Financial Review
Q3 2026 Financial Review Local Currency Q3 2025 Q3 2026 Growth1 (dollars in thousands) Consolidated Commentary Revenue $ 412,109 $455,841 +10.2% Operating Income (GAAP) $ 57,706 $ 72,449 • Local currency revenue1 increased Operating Margin 14.0% 15.9% 10.2% Adjusted Operating Income1 $ 61,029 $ 72,4
Slide 14: 2026 Cash Flow and Debt Metrics
2026 Cash Flow and Debt Metrics Q3 2025 Q3 2026 YTD YTD Cash Flow from Operations $ 83.3 million $ 75.3 million Commentary Capital Expenditures $ 57.8 million $ 105.8 million • Cash flow provided by operating Total Debt $ 712.0 million $ 790.4 million activities was $40.5 million in Q3 2026 Net debt
Slide 15: 2026 Financial Outlook
2026 Financial Outlook1 Metric Current Guidance Prior Guidance 2 Local Currency Revenue High single to low double-digit growth High single to low double-digit growth 2 Local Currency Adjusted EBITDA Mid-teen to high teen growth Mid-teen to high teen growth Diluted EPS (GAAP) $4.15 to $4.20 $4.10 to
Slide 16: sensient.com
© Sensient Technologies 2026 sensient.com 16
Slide 17: Appendix
Appendix1 (1) Amounts in thousands, except percentages and per share amounts. © Sensient Technologies 2026 sensient.com 17
Slide 18: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended September 30, 2026 2025 % Change Operating income (GAAP) $ 72,449 $ 57,706 25.5% Portfolio Optimization Plan costs – Cost of products sold - 649 Portfolio Optimization Plan costs – Selling and administrative expenses - 2,674 Adjusted operating income $
Slide 19: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended September 30, 2026 Local Foreign Currency Revenue Total Exchange Rates Adjustments (1) Adjusted Flavors & Extracts 3.5% 0.3% N/A 3.2% Color 18.1% 1.1% N/A 17.0% Asia Pacific 12.4% (2.4%) N/A 14.8% Total Revenue 10.6% 0.4% N/A 10.2% Operating Income Flav
Slide 20: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended September 30, 2026 Foreign Exchange Revenue Total Rates Local Currency Flavors, Extracts, and Flavor Ingredients 1.7% 0.4% 1.3% Agricultural Ingredients 7.1% 0.0% 7.1% Flavors & Extracts Group 3.5% 0.3% 3.2% Food and Pharmaceutical 23.1% 1.1% 22.0% Pers
Slide 21: Non-GAAP Financial Measures
Non-GAAP Financial Measures Results by Segment Three Months Ended September 30, Adjusted Adjusted (1) (1) Operating Income 2026 Adjustments 2026 2025 Adjustments 2025 Flavors & Extracts $ 30,519 $ - $ 30,519 $ 28,038 $ - $ 28,038 Color 46,054 - 46,054 37,734 - 37,734 Asia Pacific 12,364 - 12,364 9,5
Slide 22: Non-GAAP Financial Measures
Non-GAAP Financial Measures Flavors & Extracts Group Three Months Ended September 30, 2026 2025 Operating Income (GAAP) $ 30,519 $ 28,038 Depreciation and amortization 8,131 7,736 Share-based compensation expense 141 51 Adjusted EBITDA $ 38,791 $ 35,825 Segment Revenue $ 209,973 $ 202,970 Operating
Slide 23: Non-GAAP Financial Measures
Non-GAAP Financial Measures Color Group Three Months Ended September 30, 2026 2025 Operating Income (GAAP) $ 46,054 $ 37,734 Depreciation and amortization 6,512 6,249 Share-based compensation expense 197 69 Adjusted EBITDA $ 52,763 $ 44,052 Segment Revenue $ 210,343 $ 178,156 Operating Income Margin
Slide 24: Non-GAAP Financial Measures
Non-GAAP Financial Measures Asia Pacific Group Three Months Ended September 30, 2026 2025 Operating Income (GAAP) $ 12,364 $ 9,541 Depreciation and amortization 580 604 Share-based compensation expense 55 22 Adjusted EBITDA $ 12,999 $ 10,167 Segment Revenue $ 47,304 $ 42,082 Operating Income Margin
Slide 25: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Ended September 30, 2026 2025 % Change Operating Income (GAAP) $ 72,449 $ 57,706 25.5% Depreciation and amortization 16,252 15,556 Share-based compensation expense 4,382 3,945 Portfolio Optimization Plan costs, before tax - 3,323 Adjusted EBITDA $ 93,083 $ 80
Slide 26: Non-GAAP Financial Measures
Non-GAAP Financial Measures Trailing Twelve Months Ended September 30, Debt 2026 2025 Short-term borrowings $ 257 $ 777 Long-term debt 790,148 711,177 (1) Credit Agreement adjustments (24,933) (27,992) Net Debt $ 765,472 $ 683,962 Operating income (GAAP) $ 254,063 $ 210,938 Depreciation and amortiza
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