N.A. Chemicals & Pkg'g "Chemicals & Packaging Conference Survival Guide:..."

Research evidence excerpt

N.A. Chemicals & Pkg'g "Chemicals & Packaging Conference Survival Guide:..."

Global Research

13 May 2026ab

N.A. Chemicals & Pkg'g Equities

AmericasChemicals & Packaging Conference Survival

Guide: 2026 1H Chemicals, Commodity

Joshua Spector, CFA

Analyst

joshua.spector@ubs.com

One stop shop for all you need to know in our coverage +1-212-713 6188

We update our Chemicals & Packaging Survival guide for 2026 ahead of 2Q conference Lucas Beaumont

season. This can be used for conference prep, a quick primer for each company/sector, Analyst

or an on-the-shelf reference book. This is our fifth update of this report, which adds lucas.beaumont@ubs.com

updated regional and end market exposure and is updated for our added coverage over +1-212-713 4809

the last 6 months (FUL, SLGN, SOLS, SXT, VLTO, XYL). If you have any suggestions or Christopher Perrella

feedback on how this can improve, please reach out. Analyst

christopher.perrella@ubs.com

One page summaries of each company (Alphabetical order) +1-212-713 1443

Segment splits/profitability Anojja Shah

Summary of regional and end market mix (incl. industry drivers) anojja.shah@ubs.com

Key product exposures & sensitivities +1-312-525 4310

James Cannon

Summary financials for 2026e Associate Analyst

Various data points on cost structure, raw materials, contracts james-p.cannon@ubs.com

+1-212-713 4057

List of top questions / key debates for each stock Gaurav Sharma

Associate Analyst

One page financial tear sheet on each company gaurav-l.sharma@ubs.com

5 year summary forecasts based on UBSe +1-212-713 4312

Margin & return analysis Nicole Grueneberg

Growth analysis nicole.grueneberg@ubs.com

+1-212-713-2469

Range of implied valuation metrics

Sector Primer/Summary Materials (back of report - Link)

Sector/Coverage roadmap