Entegris Inc (MEX:ENTG)

MXN 2192.31 -123.89 (-5.35%) Market Cap: 330.14 Bil Enterprise Value: 396.22 Bil PE Ratio: 62.20 PB Ratio: 5.69 GF Score: 76/100

Entegris Inc at Morgan Stanley Global Chemicals Conference Transcript

Nov 12, 2019 / 06:15PM GMT

Transcript

Neel Kumar

Morgan Stanley, Research Division - Equity Analyst

Great. Hi, everybody. My name is Neel Kumar. Welcome to chemicals team here at Morgan Stanley. So next up, we have with us Entegris. And with us from the Company is Bertrand Loy, President and CEO. Thank you very much for being here.

Bertrand Loy

Entegris, Inc. - CEO, President & Director

Sure. Thank you for having me. Let me maybe start with a few comments on Entegris to get us grounded, and then we can open up for questions. So Entegris is a $1.6 billion specialty chemical company. We provide process solutions, some of the most demanding manufacturing environments in the world. And as a result of that focus, obviously, we've been intensely focusing our efforts on the semiconductor industry, where we can actually create a lot of value for our customers and for ourselves.

When we talk about supplying to semiconductor industry, a lot of investors will naturally stop thinking about the big equipment companies. But we are very different from these companies. And I would argue that our

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