Kaiser Aluminum releases investor presentation highlighting end-market demand outlook and growth investment strategy
KALU•Investor presentation outlines demand mix and growth projects
Kaiser Aluminum highlighted an LTM profile of about $3.2 billion market cap and about $4.2 billion enterprise value.
- LTM conversion revenue was about $1.6 billion; adjusted EBITDA margin was about 30%.
- End-market mix by LTM conversion revenue: packaging 40%, aerospace/high strength 30%, general engineering 22%.
- Automotive represented 8% of LTM conversion revenue; the company framed long-term growth tailwinds across all segments.
- Growth projects include the Warrick roll coat line ramping and Trentwood Phase VII commissioned in 2025 to add about 5%–6% plate capacity.
