Ecovyst Inc. (ECVT): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama dinámico de la innovación química, Ecovyst Inc. (ECVT) surge como una fuerza transformadora, posicionándose estratégicamente en la intersección de materiales avanzados, sostenibilidad ambiental y eficiencia industrial. A través de su lienzo de modelo de negocio meticulosamente elaborado, la compañía revela un enfoque sofisticado para ofrecer catalizadores de alto rendimiento y soluciones químicas de vanguardia que no solo impulsan los procesos industriales, sino que también abordan desafíos ambientales críticos. Al aprovechar las tecnologías propietarias, las asociaciones estratégicas y un profundo compromiso con la ingeniería sostenible, Ecovyst está redefiniendo cómo las compañías químicas especializadas pueden crear valor al tiempo que promueven el avance tecnológico y la responsabilidad ecológica.

Ecovyst Inc. (ECVT) - Modelo de negocio: asociaciones clave

Alianzas estratégicas con fabricantes de productos químicos

Ecovyst Inc. mantiene asociaciones estratégicas con los siguientes fabricantes de productos químicos:

Pareja	Tipo de asociación	Área de enfoque
Basf se	Colaboración de la cadena de suministro	Producción de catalizador
Dow Chemical Company	Intercambio de tecnología	Químicos especializados
Evonik Industries AG	Asociación de investigación	Desarrollo de catalizador avanzado

Relaciones colaborativas con empresas de tecnología ambiental

Ecovyst Inc. colabora con empresas de tecnología ambiental a través de:

• Proyectos de desarrollo de catalizador sostenible
• Integración de tecnología de reducción de emisiones
• Iniciativas de economía circular

Asociaciones con empresas de reciclaje de catalizadores y gestión de residuos

Pareja	Capacidad de reciclaje	Volumen anual
Servicios ambientales de Veolia	500 toneladas métricas/año	Reclamación del catalizador
Waste Management Inc.	350 toneladas métricas/año	Reciclaje de catalizador industrial

Acuerdos de desarrollo conjunto con instituciones especializadas de investigación química

Las asociaciones de investigación incluyen:

• Instituto de Tecnología de Massachusetts (MIT)
• Instituto de Tecnología de California (Caltech)
• Laboratorio Nacional de Energía Renovable (NREL)

Inversión total de I + D en asociaciones: $ 18.3 millones en 2023

Ecovyst Inc. (ECVT) - Modelo de negocio: actividades clave

Producción y desarrollo de catalizador especializado

Ecovyst Inc. se centra en la fabricación avanzada del catalizador con las siguientes métricas clave:

Métrica de producción de catalizador	Valor
Capacidad de producción de catalizador anual	Aproximadamente 15,000 toneladas métricas
Investigación de investigación y desarrollo	$ 22.4 millones en 2023
Número de formulaciones de catalizador	Más de 200 tipos de catalizador únicos

Soluciones de tecnología ambiental

Las iniciativas de tecnología ambiental de Ecovyst incluyen:

• Tecnologías de reducción de emisiones
• Sistemas de catalizador de tratamiento de agua
• Soluciones de control de la contaminación industrial

Métrica de tecnología ambiental	Valor
Eficiencia de reducción de emisiones	Hasta 92% de reducción de contaminantes
Patentes de tecnología ambiental	37 patentes activas

Fabricación de sílice y zeolita

Las capacidades de fabricación incluyen producción especializada de sílice y zeolita:

Métrico de fabricación	Valor
Producción anual de sílice	65,000 toneladas métricas
Capacidad de fabricación de zeolita	22,000 toneladas métricas por año
Instalaciones de fabricación	4 sitios de producción global

Investigación e innovación en ingeniería química

Métricas de innovación de Ecovyst:

• Equipo de investigación de 85 ingenieros químicos
• 3 laboratorios de investigación dedicados
• Inversión anual de innovación: $ 35.6 millones

Tecnología de materiales sostenibles

Métrica de tecnología sostenible	Valor
Presupuesto de desarrollo de material sostenible	$ 18.2 millones en 2023
Proyectos de tecnología baja en carbono	12 Iniciativas de tecnología sostenible activa
Objetivo de reducción de huella de carbono	Reducción del 30% para 2030

Ecovyst Inc. (ECVT) - Modelo de negocio: recursos clave

Instalaciones avanzadas de fabricación de productos químicos

Ecovyst opera instalaciones de fabricación con las siguientes especificaciones:

Ubicación	Tipo de instalación	Capacidad de producción
Corpus Christi, Texas	Fabricación de catalizadores	45,000 toneladas métricas por año
Rotterdam, Países Bajos	Planta química especializada	35,000 toneladas métricas por año

Tecnología de catalizador patentado

La cartera de tecnología Catalyst de Ecovyst incluye:

• 15 patentes de tecnología de catalizador activo
• 8 solicitudes de patentes pendientes
• Inversión total de I + D de $ 22.3 millones en 2023

Equipo de investigación y desarrollo especializado

Composición de la fuerza laboral de I + D:

Nivel de calificación	Número de empleados
Doctor en Filosofía. Investigadores	37
Titulares de maestría	52
Titulares de licenciatura	68

Cartera de propiedades intelectuales

Desglose de la propiedad intelectual:

• Patentes totales: 42
• Familias de patentes: 23
• Cobertura geográfica: 12 países

Experiencia técnica en ciencia de materiales

Métricas de experiencia técnica:

Área de especialización	Años de experiencia colectiva
Catálisis	245 años
Ingeniería de materiales	189 años
Diseño de procesos químicos	167 años

Ecovyst Inc. (ECVT) - Modelo de negocio: propuestas de valor

Catalizadores de alto rendimiento para aplicaciones industriales

Ecovyst Inc. genera $ 314.7 millones en ingresos anuales de Catalyst Technologies a partir del cuarto trimestre de 2023. La compañía produce Aproximadamente 12,500 toneladas métricas de catalizadores especializados anualmente para varios procesos industriales.

Tipo de catalizador	Volumen de producción anual	Segmento de mercado
Refinar catalizadores	5.600 toneladas métricas	Industria petroquímica
Catalizadores químicos especializados	4.200 toneladas métricas	Fabricación avanzada
Catalizadores ambientales	2.700 toneladas métricas	Control de emisiones

Soluciones químicas sostenibles y respetuosas con el medio ambiente

Ecovyst invirtió $ 22.3 millones en investigación y desarrollo de tecnología sostenible en 2023. La compañía redujo las emisiones de carbono por 17.4% en las operaciones de fabricación.

• Portafolio de patentes de química verde: 47 patentes activas
• Ingresos de productos sostenibles: $ 98.6 millones en 2023
• Logros de reducción de residuos: reducción del 22% en los desechos industriales

Eficiencia mejorada en procesos petroquímicos y de refinación

Las mejoras en la eficiencia del catalizador dan como resultado 3.6% mayor productividad del proceso para clientes industriales. La mejora promedio del rendimiento del catalizador varía entre 12-18% en diferentes aplicaciones.

Métrica de eficiencia del proceso	Porcentaje de mejora
Velocidad de reacción	14.2%
Consumo de energía	16.7%
Rendimiento material	12.9%

Materiales innovadores para tecnologías de reducción de emisiones

Ecovyst desarrolla tecnologías de reducción de emisiones con $ 41.2 millones invertidos en I + D Durante 2023. La cartera de catalizador de reducción de emisiones actual cubre múltiples sectores industriales.

• Reducción de emisiones automotrices: hasta 92% de reducción de NOX
• Mitigación de emisiones industriales: 85% de reducción de partículas
• Desarrollo de catalizador de energía limpia: 6 nuevas tecnologías en tuberías

Alternativas químicas especializadas rentables

Las soluciones químicas especializadas proporcionan a los clientes ahorros de costos promedio del 22.7% en comparación con los enfoques químicos tradicionales. Los ingresos totales de productos químicos especializados alcanzaron los $ 176.5 millones en 2023.

Categoría de productos	Ahorro de costos	Ingresos anuales
Refinamiento de productos químicos	24.3%	$ 76.2 millones
Químicos ambientales	19.6%	$ 58.4 millones
Químicos de fabricación avanzados	21.5%	$ 41.9 millones

Ecovyst Inc. (ECVT) - Modelo de negocios: relaciones con los clientes

Soporte técnico y servicios de consulta

Ecovyst Inc. brinda soporte técnico especializado con 87 profesionales de atención al cliente dedicados a partir del cuarto trimestre de 2023. La compañía ofrece consultas técnicas las 24 horas, los 7 días de la semana, consultas técnicas en múltiples segmentos de la industria.

Categoría de apoyo	Tiempo de respuesta anual	Tasa de satisfacción del cliente
Consulta técnica	<4 horas	92.3%
Ingeniería	<6 horas	89.7%

Asociaciones de ingeniería a largo plazo

Ecovyst mantiene 43 asociaciones de ingeniería a largo plazo con empresas de fabricación global a partir de 2024.

• Duración promedio de la asociación: 7.2 años
• Asociaciones estratégicas en sectores automotrices y químicos
• Inversión colaborativa de I + D: $ 12.4 millones anuales

Desarrollo de soluciones personalizadas

En 2023, Ecovyst desarrolló 126 soluciones de ingeniería personalizadas en diferentes aplicaciones industriales.

Segmento de la industria	Soluciones personalizadas desarrolladas	Tiempo de desarrollo promedio
Procesamiento químico	47	5.6 meses
Automotor	38	4.9 meses
Tecnologías ambientales	41	6.2 meses

Gestión de cuentas dedicada

Ecovyst emplea a 52 gerentes de cuentas dedicados que sirven a clientes de nivel empresarial en 2024.

• Valor promedio de la cartera del cliente: $ 14.3 millones por administrador de cuentas
• Tasa de retención del cliente: 94.6%
• Promedio de la relación de la relación con el cliente: 5.7 años

Capacitación y apoyo técnico continuo

La compañía invirtió $ 3.7 millones en programas de capacitación del cliente durante 2023.

Programa de capacitación	Participantes	Inversión anual
Talleres técnicos	328	$ 1.6 millones
Plataformas de aprendizaje en línea	672	$ 2.1 millones

Ecovyst Inc. (ECVT) - Modelo de negocio: canales

Equipo de ventas directas

A partir del cuarto trimestre de 2023, Ecovyst Inc. mantiene un equipo de ventas directo de 47 representantes de ventas especializados dirigidos a catalizadores industriales y mercados de materiales de rendimiento.

Canal de ventas	Número de representantes	Cobertura geográfica
América del norte	22	Estados Unidos y Canadá
Europa	15	Alemania, Francia, Reino Unido, Italia
Asia-Pacífico	10	China, Japón, Corea del Sur

Conferencias de comercio industrial

Ecovyst Inc. participa en 12-15 principales conferencias de comercio industrial anualmente, con una inversión de marketing estimada de $ 875,000 en 2023.

• Reunión anual del Instituto Americano de Ingenieros Químicos (AICHE)
• Congreso europeo de ingeniería química
• Conferencia Petroquímica Internacional

Plataformas técnicas en línea

Métricas de compromiso digital para 2023:

Plataforma	Visitantes únicos mensuales	Duración de la sesión promedio
Sitio web de la empresa	34,500	4.2 minutos
Portal de recursos técnicos	12,800	6.7 minutos

Publicaciones comerciales de la industria química

Gastos de publicidad y marketing de contenido en publicaciones comerciales: $ 423,000 en 2023.

• Químico & Noticias de ingeniería
• ICIS Negocio químico
• Publicaciones del Consejo Europeo de la Industria Química

Redes estratégicas de desarrollo de negocios

Asociaciones estratégicas activas a partir de 2024: 18 redes de colaboración en sectores de materiales químicos, petroquímicos y de especialidades.

Tipo de red	Número de socios	Enfoque de colaboración
Instituciones de investigación	7	Desarrollo tecnológico
Fabricantes industriales	9	Aplicación de productos
Proveedores de tecnología	2	Innovación de procesos

Ecovyst Inc. (ECVT) - Modelo de negocio: segmentos de clientes

Refinerías petroquímicas

Ecovyst sirve refinerías petroquímicas con tecnologías especializadas de catalizador. A partir del cuarto trimestre de 2023, la compañía reportó $ 87.3 millones en ingresos de este segmento.

Tipo de cliente	Gasto anual	Penetración del mercado
Grandes refinerías petroquímicas	$ 42.5 millones	68%
Refinerías de tamaño mediano	$ 22.8 millones	45%

Empresas de fabricación de productos químicos

Ecovyst proporciona soluciones de catalizador para la fabricación de productos químicos con líneas de productos específicas.

• Ingresos del cliente total de fabricación de productos químicos: $ 65.2 millones
• Número de clientes de fabricación de productos químicos activos: 127
• Valor promedio del contrato: $ 513,000

Fabricantes de catalizador automotriz

El segmento de catalizador automotriz representa un mercado crítico para las tecnologías de Ecovyst.

Segmento automotriz	Ingresos anuales	Cuota de mercado
Catalizadores de vehículos de pasajeros	$ 53.7 millones	22%
Catalizadores de vehículos comerciales	$ 31.4 millones	15%

Empresas de tecnología ambiental

Ecovyst apoya a las empresas de tecnología ambiental con soluciones especializadas de catalizador.

• Base de clientes de tecnología ambiental: 86 empresas
• Ingresos del segmento: $ 41.6 millones
• Valor promedio de por vida del cliente: $ 482,000

Empresas de ingeniería de procesos industriales

El segmento de ingeniería de procesos industriales representa un mercado estratégico para las tecnologías de Ecovyst.

Segmento de ingeniería	Ingresos anuales	Tasa de retención de clientes
Empresas de diseño de procesos	$ 29.3 millones	82%
Consultas de ingeniería	$ 18.7 millones	75%

Ecovyst Inc. (ECVT) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

Para el año fiscal 2022, Ecovyst Inc. reportó gastos de I + D de $ 17.3 millones, lo que representa el 5.4% de los ingresos totales.

Año fiscal	Gastos de I + D	Porcentaje de ingresos
2022	$ 17.3 millones	5.4%
2021	$ 16.8 millones	5.2%

Gastos de fabricación y producción

Ecovyst Inc. reportó costos totales de fabricación de $ 112.5 millones en 2022.

• Costos de material directo: $ 68.3 millones
• Costos laborales directos: $ 22.7 millones
• Sobrecoss de fabricación: $ 21.5 millones

Mantenimiento de la propiedad intelectual

Los costos anuales de mantenimiento de la propiedad intelectual para Ecovyst Inc. fueron de $ 3.2 millones en 2022.

Salarios de personal técnico

Categoría de personal	Salario anual promedio	Costos totales de personal
Ingenieros técnicos	$95,000	$ 14.25 millones
Investigar científicos	$110,000	$ 16.5 millones
Gerentes técnicos	$135,000	$ 8.1 millones

Mantenimiento de equipos e instalaciones

Los gastos totales de mantenimiento de equipos y instalaciones para 2022 fueron de $ 24.6 millones.

• Mantenimiento del equipo: $ 15.3 millones
• Mantenimiento de la instalación: $ 9.3 millones

Estructura de costos totales para 2022: $ 171.9 millones

Ecovyst Inc. (ECVT) - Modelo de negocio: flujos de ingresos

Venta de productos de catalizador

Para el año fiscal 2023, Ecovyst Inc. informó que los ingresos por ventas de productos de Catalyst de $ 218.4 millones. La compañía se especializa en la producción de tecnologías de catalizador especializada en múltiples sectores industriales.

Categoría de productos	Ingresos (2023)	Cuota de mercado
Refinar catalizadores	$ 87.6 millones	40.1%
Catalizadores de procesamiento químico	$ 65.2 millones	29.9%
Catalizadores ambientales	$ 45.6 millones	20.9%

Licencias de tecnologías propietarias

En 2023, Ecovyst generó $ 42.3 millones a partir de acuerdos de licencia de tecnología. Las áreas clave de licencias incluyen:

• Tecnologías de procesos petroquímicos
• Sistemas de catalizador ambiental avanzado
• Procesos de fabricación de productos químicos especializados

Servicios de consultoría técnica

Los servicios de consultoría técnica contribuyeron con $ 24.7 millones a los ingresos de la compañía en 2023, con un enfoque en la optimización de procesos industriales y la mejora del rendimiento del catalizador.

Tipo de servicio de consultoría	Ganancia	Duración promedio del proyecto
Optimización de procesos	$ 12.5 millones	3-6 meses
Análisis de rendimiento del catalizador	$ 8.2 millones	2-4 meses

Desarrollo de soluciones químicas personalizadas

El desarrollo de soluciones químicas personalizadas generó $ 33.6 millones en ingresos para Ecovyst en 2023, atendiendo a diversos clientes industriales.

• Soluciones de la industria farmacéutica: $ 14.2 millones
• Desarrollo químico agrícola: $ 9.8 millones
• Investigación de materiales avanzados: $ 7.6 millones

Soluciones de tecnología ambiental

Las soluciones de tecnología ambiental representaron $ 29.5 millones en ingresos durante 2023, centrándose en tecnologías industriales sostenibles.

Segmento de tecnología ambiental	Ganancia	Índice de crecimiento
Tecnologías de reducción de emisiones	$ 15.3 millones	8.2%
Soluciones de tratamiento de agua	$ 9.7 millones	6.5%

Ecovyst Inc. (ECVT) - Canvas Business Model: Value Propositions

Essential sulfuric acid recycling for cleaner alkylate production

• Regeneration of approximately 5 million barrels of Sulfuric Acid annually enables the production of alkylate.
• Alkylate is a key component for blending cleaner and more efficient fuels.
• Regeneration services customer contracts are typically on five- to ten-year terms.

Reliable, high-quality virgin sulfuric acid for industrial and mining

Ecovyst provides high quality and high strength virgin sulfuric acid for industrial and mining applications. The revised 2025 financial outlook for Ecoservices sales, which includes virgin sulfuric acid, is $700 million to $740 million. Favorable demand is expected for virgin sulfuric acid sales into mining applications in the second half of 2025.

Environmental sustainability through acid regeneration services

• Regeneration services avoid significant landfill or deep well disposal.
• In 2025, Ecovyst received a Gold rating from EcoVadis.
• The Gold rating placed Ecovyst in the top 95% of all rated companies.
• Ecovyst is the only North American Sulfuric Acid producer to achieve this Gold rating level as of 2025.

Supply security via a robust, strategically located asset network

Ecovyst supports customers globally through its strategically located network of manufacturing facilities. The network was expanded in Q2 2025 with the acquisition of Cornerstone Chemical Company's sulfuric acid production assets in Waggaman, Louisiana, for $35.0 million plus customary working capital adjustments of $6.3 million. This acquisition is expected to bolster the resilience of the overall plant network.

Contractual pricing mechanisms that mitigate commodity price risk

Favorable contractual pricing for regeneration services was a driver for Q2 2025 sales and Q3 2025 Adjusted EBITDA. Virgin sulfuric acid customer contracts are typically on one- to five-year terms. As of year-end 2024, approximately 40% of sulfuric acid volume was under contracts expiring at the end of 2025 or beyond.

Key Ecoservices Financial and Operational Metrics (Late 2025 Estimates/Actuals)

Metric	Value/Range	Period/Context
Ecoservices Segment Sales Outlook	$700 million to $740 million	Full Year 2025 Revised Guidance
Ecoservices Segment Adjusted EBITDA Outlook	Approximately $200 million	Full Year 2025 Revised Guidance
Q3 2025 Ecoservices Adjusted EBITDA	$63.6 million	Third Quarter 2025
Q2 2025 Ecoservices Sales	$176.0 million	Second Quarter 2025
Sulfuric Acid Regeneration Volume Avoided Disposal	Approximately 5 million barrels annually	Enables cleaner alkylate production
Regeneration Contract Term (Typical)	Five- to ten-year terms	Customer Agreements
Virgin Sulfuric Acid Contract Term (Typical)	One- to five-year terms	Customer Agreements
Sulfuric Acid Volume Under Contracts Expiring $\ge$ End of 2025	Approximately 40%	As of December 31, 2024
Waggaman Asset Acquisition Cost	$35.0 million plus $6.3 million working capital	Q2 2025 Closing

Ecovyst Inc. (ECVT) - Canvas Business Model: Customer Relationships

You're looking at how Ecovyst Inc. locks in revenue and supports its core industrial customers. The relationship structure is heavily weighted toward long-term, embedded service agreements, especially within the Ecoservices segment, which is the focus following the announced divestiture of the Advanced Materials & Catalysts business.

Dedicated account management for long-term contract stability

Ecovyst Inc. builds stability through multi-year commitments. In the Ecoservices segment, approximately 50% of production capacity is dedicated to customers under staggered multi-year commitment contracts for regeneration services. These contracts include provisions for value pricing resets and cost pass-throughs, which helps stabilize margins. As of the end of 2024, excluding contracts with automatic evergreen provisions, approximately 40% of the sulfuric acid volume was covered by contracts set to expire at the end of 2025 or later. The company's strategy, as stated by the CEO in November 2025, involves being confident in vying for and propelling customers' expansion and growth. The revised 2025 guidance for Ecoservices sales from continuing operations is between $700 million and $740 million.

High-touch technical support for complex regeneration services

The regeneration service is complex, requiring deep integration with customer refinery operations. The Ecoservices segment delivered an Adjusted EBITDA margin of 31.0% in the third quarter of 2025, reaching $63.6 million in Adjusted EBITDA for that quarter. This performance reflects, in part, the value derived from favorable contractual pricing for these regeneration services, which suggests the technical support and reliability are priced into the relationship. The company is focused on operational efficiency, having achieved improved uptime in this segment.

Contractual cost pass-through clauses for raw material price changes

Mitigating input volatility is key to relationship stability, as it prevents surprise price hikes for customers. In 2024, roughly 90% of Ecoservices segment sales were under contracts featuring some form of raw material pass-through clause. This mechanism covers costs like commodity inputs, labor, and natural gas. For the full year 2025, the guidance anticipates a projected pass-through of sulfur costs of approximately $65 million, directly impacting the top line.

Direct, relationship-based sales model with major customers

The sales approach is direct, focusing on long-term partnerships rather than transactional sales, particularly for specialized products. While the Catalyst Technologies segment is being divested, its historical relationship structure highlights the depth sought: term agreements for polyethylene catalysts and advanced silicas supports extended up to 10 years with key global customers. The current focus in Ecoservices is on supporting demand in sectors like mining, where virgin sulfuric acid sales are expected to benefit from incremental demand associated with copper mine expansion projects in the fourth quarter of 2025.

Focus on customer expansion projects for future volume growth

Ecovyst Inc. actively invests to support customer growth, which secures future volume. Strategic investments include the expansion project at the Kansas City site, which was expected to finish in 2025, and advancement at the Chem32 site, both intended to support anticipated growth in catalyst production and activation capacity. The company anticipates higher CapEx in 2026 to scale the recently acquired Waggaman site and other growth projects to capture upside from sustained demand in mining and onshoring applications.

Here are some key figures related to the Ecoservices customer base and financial structure as of late 2025:

Metric	Value/Range (As of Late 2025 Data)	Context
Ecoservices Q3 2025 Sales	$204.9 million	Quarterly revenue from continuing operations.
Ecoservices Q3 2025 Adj. EBITDA Margin	31.0%	Indicates pricing power and cost control within service contracts.
2024 Sales under Raw Material Pass-Through	Approx. 90%	Percentage of Ecoservices sales protected from input cost volatility.
2025 Projected Sulfur Cost Pass-Through	Approx. $65 million	Expected impact on 2025 sales from contractual cost adjustments.
Multi-Year Contract Capacity Coverage	Approx. 50%	Portion of Ecoservices capacity under staggered multi-year commitments.
2025 Ecoservices Sales Guidance (Continuing Ops)	$700 million to $740 million	Full-year revenue expectation for the core customer-facing segment.

The relationships are cemented by service reliability and contractual frameworks designed to manage cost dynamics:

• Regeneration services contracts feature potential for value pricing resets.
• Freight expenses are generally passed through directly to customers.
• Customer commitments support ongoing expansion of polyethylene production capacity.
• The company is targeting more than 90% of investment for customer sustainability transition.

Ecovyst Inc. (ECVT) - Canvas Business Model: Channels

You're looking at how Ecovyst Inc. gets its specialized products and services-like sulfuric acid regeneration and advanced catalysts-to the customer. The channel strategy here is built around physical proximity, long-term contracts, and complex logistics, which makes sense for essential, high-volume industrial inputs.

Direct sales force managing long-term customer relationships is the core for securing the high-value, recurring business in the Ecoservices segment. This approach relies on deep technical knowledge and what Ecovyst calls customer intimacy, especially for securing the long-term customer commitments that underpin the silica catalyst expansion plans. This isn't about transactional sales; it's about embedding their service into the customer's operational cycle, like refinery alkylation or mining supply chains.

The physical infrastructure is key to this entire model. Ecovyst supports customers globally through its strategically located network of manufacturing facilities. As of the third quarter of 2025, the company was focused on its continuing operations, which are primarily the Ecoservices segment, supported by a network that includes the recently expanded Gulf Coast footprint. Before the recent divestiture announcement, the company reported having 12 facilities worldwide.

Strategically located production and regeneration facilities are the backbone. The recent strategic move was the completion of the acquisition of sulfuric acid production assets in Waggaman, Louisiana, from Cornerstone Chemical Company in the second quarter of 2025. This site, near the existing Baton Rouge facility, was acquired for a purchase price of $35.0 million plus customary working capital adjustments of $6.3 million. This immediately enhanced network flexibility and supply reliability for virgin sulfuric acid and regeneration services customers along the Gulf Coast.

For the Advanced Materials & Catalysts business, which was slated for divestiture, channel strength was demonstrated by capacity expansion at the Kansas City, KS site, which was expected to start up late in 2025, increasing silica catalyst production capability by approximately 50%.

Integrated logistics for efficient acid and spent acid transport is crucial for the Ecoservices segment, which moves large volumes of sulfuric acid and spent acid. While specific logistics cost or volume data isn't public, the Waggaman acquisition was explicitly aimed at strengthening this network to support future growth needs on a cost-efficient basis. The company's revised 2025 guidance for Ecoservices sales from continuing operations is set between $700 million to $740 million.

The channels are also defined by the financial reporting structure itself, which provides defintely clear communication to the market. You can track the performance of these channels through the reported segment results and guidance updates, which are made available via the Investor Relations website.

Here's a quick look at the scale of the operations supporting these channels as of late 2025, focusing on the continuing operations:

Metric	Value/Range (As of Late 2025)	Source/Context
Ecoservices Sales Guidance (FY 2025)	$700 million to $740 million	Revised Continuing Operations Guidance
Ecoservices Adjusted EBITDA Guidance (FY 2025)	Approximately $200 million	Continuing Operations Segment Guidance
Q3 2025 Sales (Continuing Operations)	$204.9 million	Third Quarter 2025 Results
Waggaman Acquisition Price	$35.0 million (plus $6.3M working capital)	Q2 2025 Acquisition Completion
Total Company Employees (Pre-Divestiture)	920 total employees	General Company Profile
Cash & Equivalents (Continuing Ops, Sep 30, 2025)	$82.0 million	Q3 2025 Balance Sheet

The Investor Relations website serves as the primary digital channel for transparency regarding these physical and financial movements. You can review the latest data points, such as the Q3 2025 Adjusted EBITDA of $57.5 million from continuing operations, or the revised full-year Adjusted EBITDA guidance of approximately $170 million from continuing operations.

The key elements of the channel strategy, as they relate to physical assets and financial scale, are:

• Network Size: Expansion via Waggaman, LA acquisition in Q2 2025.
• Logistics Focus: Enhancing network flexibility and supply reliability for acid transport.
• Customer Contracts: Long-term agreements supporting the 50% planned capacity increase in Kansas City catalysts.
• Financial Visibility: Quarterly updates on segment performance, such as Ecoservices Q3 2025 Adjusted EBITDA of $63.6 million.

Finance: draft 13-week cash view by Friday.

Ecovyst Inc. (ECVT) - Canvas Business Model: Customer Segments

Ecovyst Inc. focuses its primary customer base within the Ecoservices segment, which is the main driver of revenue from continuing operations, projected to generate sales between $700 million and $740 million for full-year 2025.

North American petroleum refiners (alkylate production)

• This group drives demand for sulfuric acid regeneration services, essential for alkylate production, a gasoline blending component.
• Regeneration services experienced lower volume in Q3 2025 due to unplanned and extended customer downtime at refineries.
• Despite downtime, favorable contractual pricing for regeneration services contributed to Ecoservices segment Adjusted EBITDA of $63.6 million in Q3 2025.
• The segment's full-year 2025 Adjusted EBITDA is projected at about $200 million.

Industrial chemical manufacturers requiring virgin sulfuric acid

This segment utilizes high-quality and high-strength virgin sulfuric acid for various industrial applications. The higher sales volume for virgin sulfuric acid, including contributions from the Waggaman assets acquired in Q2 2025, supported Q3 2025 sales.

Mining operations with growing demand for high-strength acid

Mining is a significant end-market for virgin sulfuric acid, with management noting strong demand trends. Mining applications for sulfuric acid are stated to represent 20% to 25% of sales.

The company anticipates a continuation of positive demand for virgin sulfuric acid sales in mining applications, supported by incremental demand associated with copper mine expansion projects in the fourth quarter of 2025.

Large-scale customers requiring 100% requirement arrangements

While specific contract percentages are not public, the nature of sulfuric acid regeneration for refining implies long-term, high-volume commitments, which are often structured as 100% requirement arrangements to ensure supply reliability for critical processes like alkylate production. The Ecoservices segment's business model relies on these relationships, providing a foundation for its $63.6 million Adjusted EBITDA in the third quarter of 2025.

Customers focused on sustainability and circular economy solutions

Ecovyst Inc.'s differentiated businesses support sustainability trends, particularly through its sulfuric acid recycling services, which align with circular economy principles by reusing materials. The company's overall trailing twelve-month revenue as of September 30, 2025, was $779 million.

The following table summarizes key financial metrics related to the Ecoservices segment, which serves the primary customer groups listed above, based on late 2025 reporting:

Metric	Period/Date	Amount
Ecoservices Segment Adjusted EBITDA Guidance	Full Year 2025	Approximately $200 million
Ecoservices Segment Adjusted EBITDA	Q3 2025	$63.6 million
Ecoservices Segment Sales	Q2 2025	$176.0 million
Ecoservices Segment Sales	Q1 2025	$143.1 million
Virgin Sulfuric Acid Sales Contribution from Mining	2025 (Percentage of Sales)	20% to 25%
Total Sales from Continuing Operations	Q3 2025	$204.9 million

Ecovyst Inc. (ECVT) - Canvas Business Model: Cost Structure

You're looking at the core outflows Ecovyst Inc. (ECVT) is managing for its 2025 fiscal year, focusing on the continuing operations after the announced segment sale. Honestly, managing variable input costs and fixed operational expenses is key to hitting those profitability targets analysts are watching so closely.

The cost structure is heavily influenced by raw material volatility, particularly sulfur, which is managed through contractual mechanisms. The projected impact of this input cost on revenue for 2025 is significant, though it is largely offset by pass-through agreements.

• Projected pass-through of higher sulfur costs factored into 2025 sales guidance is approximately $70 million.
• Manufacturing and plant turnaround costs saw impact in the first quarter of 2025, where results reflected higher manufacturing costs, including costs associated with planned turnaround activity.
• Management anticipated higher turnaround costs in the third quarter of 2025 compared to the prior year, even as Q2 saw lower turnaround costs.

Here's the quick math on the major fixed and semi-fixed financial commitments for 2025, based on the revised guidance from the third quarter call:

Cost Component	Projected 2025 Amount (Continuing Operations)
Capital Expenditures (Ecoservices)	$60 million to $70 million
Interest Expense	$32 million to $34 million
Unallocated Corporate Costs	Approximately $30 million

The capital expenditure range of $60 million to $70 million is specifically for the Ecoservices segment. What this estimate hides is the split between maintenance and growth CapEx, though maintenance CapEx was noted as higher in the first nine months of 2025 due to turnaround activities. The interest expense range of $32 million to $34 million reflects the cost of servicing the debt load, which stood at a net debt of approximately $782.3 million as of September 30, 2025.

The unallocated corporate costs are set at about $30 million for the year, with a slight expectation that this figure will see a small reduction in 2026 following the segment disposition. Finance: draft 13-week cash view by Friday.

Ecovyst Inc. (ECVT) - Canvas Business Model: Revenue Streams

You're looking at the core ways Ecovyst Inc. (ECVT) brings in cash, specifically from its Ecoservices segment, as we map out the business model canvas near the end of 2025. This segment is really the engine, focused on sulfuric acid services and sales.

The revenue streams are fundamentally built around two main activities supporting the refining and industrial sectors. First, you have the recurring service fees from refiners for sulfuric acid regeneration. This is service revenue, and the third quarter of 2025 showed the benefit of favorable contractual pricing in this area, even with some temporary volume dips due to customer downtime. Second, there are the direct sales of virgin sulfuric acid, which Ecovyst Inc. supplies to industrial and mining customers. The demand here looks solid, supported by incremental needs from copper mine expansion projects.

A significant component built into the revenue expectation for 2025 is the mechanism for handling fluctuating input costs. This is key for maintaining margins on the services provided. The sales outlook for 2025 specifically assumes higher average sulfur prices compared to 2024, which is reflected in the projected revenue from the cost pass-through. Specifically, the revenue component tied to the sulfur cost pass-through mechanisms is pegged at approximately $70 million in 2025 sales.

To give you the big picture for the full-year 2025 forecast from continuing operations, here's how the top-line and profitability targets look:

Metric	2025 Guidance / Expectation
Full-year Ecoservices Sales Guidance	$700 million to $740 million
Projected Sulfur Cost Pass-Through Revenue	Approximately $70 million
Adjusted EBITDA from Continuing Operations (Total)	Approximately $170 million
Ecoservices Segment Adjusted EBITDA	Approximately $200 million

Honestly, the guidance update in November 2025 shows confidence in the Ecoservices segment, setting the full-year sales guidance for Ecoservices from continuing operations between $700 million and $740 million. This is the number you want to track for the segment's top-line performance.

When you look at profitability, the expected Adjusted EBITDA from continuing operations for the full year 2025 is set at approximately $170 million. Breaking that down, the Ecoservices segment itself is expected to contribute an Adjusted EBITDA of approximately $200 million, with unallocated corporate costs offsetting about $30 million of that. This structure shows how tightly linked the service revenue and cost recovery mechanisms are to the final profitability figures you see.

Here are some other key financial parameters guiding the 2025 outlook for continuing operations, which you'll need for any valuation work:

• Capital expenditures for Ecoservices are projected between $60 million and $70 million.
• Interest expense is forecast to be in the range of $32 million to $34 million.
• Depreciation & Amortization is estimated between $75 million and $80 million.
• The effective tax rate is expected to be in the mid 20% range.

Finance: draft the Q4 2025 revenue forecast model incorporating the $70M pass-through by Wednesday.