Clariant : Presentation Q3 2022 Analyst Presentation 20221027

Third Quarter / Nine Month Figures 2022

Analyst Presentation

27.10.2022

2 Third Quarter / Nine Month Figures 2022 27.10.2022

Disclaimer

This presentation contains certain statements that are neither reported financial results nor other historical information.

This presentation also includes forward-looking statements. Because these forward-looking statements are subject to risks and uncertainties, actual future results may differ materially from those expressed in or implied by the statements.

Many of these risks and uncertainties relate to factors that are

beyond Clariant's ability to control or estimate precisely, such as

future market conditions, currency fluctuations, the behavior of other market participants, the actions of governmental regulators, and other risk factors, such as: the timing and strength of new product offerings; pricing strategies of competitors; the Company's ability to continue to receive adequate products from its vendors on acceptable terms, or at all, and to continue to obtain sufficient financing to meet its liquidity needs; and changes in the political, social, and regulatory framework in which the Company operates or in economic or technological trends or conditions, including currency

fluctuations, inflation, and consumer confidence, on a global, regional, or national basis.

Readers are cautioned not to place undue reliance on these forward- looking statements, which speak only as of the date of this document.

Clariant does not undertake any obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date of these materials.

Third Quarter 2022

4 Third Quarter / Nine Month Figures 2022 27.10.2022

Continued Strong Sales Growth in Q3 2022…

…18 % Price Contribution to Specialty Portfolio Growth

1 Q3 sales (continuing operations) up + 27 % in LC1

• + 18 % price contribution fully countered continued cost inflation

- + 9 % volume increase2		Sales in CHF m
- Strong pricing growth in Care Chemicals (Crop Solutions and		+ 27 %1
Personal Care) and Natural Resources (all Business Units, especially
Additives)	1 312	1 301
- Volume growth mainly driven by Catalysis and Oil and Mining
	1 096

Services, while Care Chemicals and Additives were impacted by softening demand (industrial and consumer) and customer destocking

Quarterly pricing

year-on-year	20 %
18 %
	16 %
	14 %

9 %

5 %

2 %

Q1 2021

Q2 2021

Q3 2021

Q4 2021

Q1 2022

Q2 2022

Q3 2022

Q3 2022

Q2 2022

Q3 2021

1 in local currency; 2 consolidation of Beraca contributed sales of c. CHF 2 m in Q3 2022

5 Third Quarter / Nine Month Figures 2022 27.10.2022

Third Quarter 2022 - Group1 Overview

Geographic split
Sales CHF 1 312 m	Emerging markets Mature markets
in CHF m, % in local currency

Asia-Pacific					Europe
389 / + 19 %					416 / + 22 %
China 136 / + 22 %	30 %	32 %	Germany 156 / + 31 %
MEA
104 / + 62 %	8 %
			North America
Latin America	17 %
13 %
177 / + 38 %	226 / + 30 %

Brazil 86 / + 31 %

• Europe with strong sales growth due to pricing in Care Chemicals and Natural Resources. Notable volume decline in Catalysis and slight decline in Care Chemicals and Natural Resources
• Growth in Asia-Pacific driven by volume increase in Catalysis, with significant growth in China (CATOFIN®), and by pricing in Natural Resources (Additives and OMS). Care Chemicals reported strong pricing, which compensated for volume decline (destocking)
• Notable growth in North America attributable to all Business Areas, especially in Catalysis (volume) as well as Natural Resources and Care Chemicals (both volume and price)
• Sales growth in Latin America across all Business Areas driven by pricing (Care Chemicals and Natural Resources) and volume (Natural Resources and Catalysis)
• Middle East & Africa with significantly strong growth, underpinned by growth in Natural Resources (Functional Minerals and OMS) and Catalysis, both in volume and price

1 continuing operations