8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 11, 2014

Trinseo S.A.

(Exact name of registrant as specified in its charter)

Luxembourg

(State or other jurisdiction of

incorporation or organization)

N/A

(I.R.S. Employer

Identification Number)

001-36473

(Commission

File Number)

1000 Chesterbrook Boulevard, Suite 300, Berwyn, Pennsylvania 19312

(Address of principal executive offices, including zip code)

(610) 240-3200

(Telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

ITEM 7.01 Regulation FD Disclosure.

On August 11, 2014, Trinseo S.A., a public limited liability company (société anonyme) existing under the laws of Luxembourg (the “Company”), issued a press release announcing its President and Chief Executive Officer Christopher D. Pappas will speak at the Jefferies Global Industrials Conference on August 12, 2014 in New York City. A copy of the press release is furnished as Exhibit 99.1 hereto. The Company has posted the presentation slides to the Company’s Investor Relations website. A copy of the presentation materials is furnished hereto as Exhibit 99.2.

The information contained herein and in the accompanying exhibits shall not be deemed filed for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.

ITEM 8.01 Other Events.

See the disclosure in Item 7.01 above.

ITEM 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit Number	Description
99.1	Press Release, dated August 11, 2014
99.2	Investor Presentation

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, each registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

TRINSEO S.A.
By:	/s/ John A. Feenan
Name:	John A. Feenan
Title:	Executive Vice President and Chief Financial Officer

Date: August 11, 2014

EXHIBIT INDEX

Exhibit Number	Description
99.1	Press Release, dated August 11, 2014
99.2	Investor Presentation

EX-99.1

Exhibit 99.1

Press contact: Trinseo Donna St. Germain Tel: +1 610-240-3307 Email:stgermain@styron.com Investor Contact: Trinseo David Stasse Tel : +1 610-240-3207 Email:

Trinseo to Participate in the Jefferies Global Industrials Investor Conference

BERWYN, Pa – August 11, 2014 – Trinseo (NYSE: TSE), a global materials company and manufacturer of plastics, latex and rubber, announced President and CEO Chris Pappas will speak at the Jefferies Global Industrials Conference on August 12, 2014 in New York City.

The presentation slides have been posted to the Company’s Investor Relations website. There will not be a live webcast.

Formerly known as Styron, Trinseo previously announced plans to change the name of all Styron affiliated companies to Trinseo. Some, but not all, of the Styron companies have completed the name change process and are currently known as Trinseo; Styron companies that have not completed this process will continue to do business as Styron until their respective name changes are complete. Styron’s operating companies also continue to do business as Styron at this time.

About Trinseo

Trinseo (NYSE:TSE) is a global materials company and manufacturer of plastics, latex and rubber. Trinseo’s technology is used by customers in industries such as home appliances, automotive, building & construction, carpet, consumer electronics, consumer goods, electrical & lighting, medical, packaging, paper & paperboard, rubber goods and tires.

Legal Disclaimer

Any technical descriptions and product information provided in the above announcement are not legally binding. The quality, price and performance of our products will be specified in individual contracts with our customers. Unless otherwise explicitly agreed, the official product specification shall prevail in the form published from time to time.

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EX-99.2

Exhibit 99.2

Exhibit 99.2

Jefferies –

Global Industrials Conference

August 12, 2014

™ Trademark

Introductions & Disclosure Rules

Introductions

Chris Pappas, President & CEO

David Stasse, Vice President, Treasury & Investor Relations

Disclosure Rules

The forward looking statements contained in this presentation involve risks and uncertainties that may affect the Company’s operations, markets, products, services, prices and other factors. These risks and uncertainties include, but are not limited to, economic, competitive, legal, governmental and technological factors. Accordingly, there is no assurance that the Company’s expectations expressed in such forward looking statements will be realized. The Company assumes no obligation to provide revisions to any forward looking statements in this presentation should circumstances change.

This presentation contains financial measures that are not in accordance with generally accepted accounting principles in the US (“GAAP”) including Adjusted EBITDA. We believe these measures provide relevant and meaningful information to investors and lenders about the ongoing operating results of the Company. Such measures when referenced herein should not be viewed as an alternative to GAAP measures of performance. We have provided a reconciliation of Adjusted EBITDA in the Appendix section of this presentation.

2

Business Overview

Q2’14 LTM Revenue: $5,254MM

Q2’14 LTM Adj EBITDA: $333MM

Emulsion Polymers Plastics

Revenue: $1,918MM Revenue: $3,336MM

Adj EBITDA: $239MM Adj EBITDA: $195MM

Latex Synthetic Rubber Styrenics Engineered Polymers

Revenue: $1,287MM Revenue: $631MM Revenue: $2,290MM Revenue: $1,046MM

Adj EBITDA: $104MM Adj EBITDA: $135MM Adj EBITDA: $188MM Adj EBITDA: $7MM

Market

position #1 Globally in SB Latex Top 3 SSBR Globally #3 Polystyrene Globally Leading Player

Coated paper and packaging Performance tires Appliances Automotive

board Standard tires Consumer goods Consumer electronics

Carpet and artificial turf Polymer modification Construction/sheet Construction/sheet

backings Technical rubber goods Packaging Electrical and lighting

End Tape saturation Automotive Medical devices

markets Cement modification Consumer electronics

Building products

Trinseo - $5+ billion in annual revenue, world leader in the production of latex, rubber and plastics

Americas Styrenics - $2 billion leader in styrene / polystyrene

Note: Division and Segment EBITDA excludes Corporate unallocated Q2 ‘14 LTM Adjusted EBITDA of $(101)MM. Totals may not sum due to rounding.

3

Latex

Number 1 globally in SB Latex

Three areas of focus: paper & board, carpet, and performance latex

Growth in carpet, paper board, Asia paper, performance latex Challenged paper markets in NA and Europe

Additional capacity in China in Q2 ‘15

Improving industry structure

Significant consolidation

20% capacity reduction in NA / Europe

Key Trends

End Market Demand

Improving living standards in emerging economies

Chinese SB Latex Demand

2,000

1,722

1,554

1,600 China

China

1,200

Western Western

of 800 Europe Europe

‘000

(400

North North

America America

0

2010A China W.E. and 2016E

N.A.

metric tons)

Source: IHS

4

Synthetic Rubber

$600—$700mm business focused on performance tire market

Technology leader in SSBR

Provides superior tread properties such as wet grip, low rolling resistance Doubled capacity since 2012

- H1 ’14 volume run rate up 75% from 2012

Investing in growth

Purchased 25kMT of capacity rights from JSR

– To be sold over next six quarters

Converting Ni-PBR train to Nd-PBR to address demand for high performance tire walls

– Expected to be completed by Q4’15

– Trialing Generation 4 enhanced SSBR

Key Trends

End Market Demand

Fuel efficiency and safety

Global Premium Passenger Car Tires

SSBR target end- market

Source: Michelin

(millions of tires) 200 400 600 800 1000 1200 1400 1600 2010A - 2020E CAGR SSBR target end- market 2010A 2015E 2020E Standard (<=16”) Premium(>=17”) 930 1030 1240 190 300 410 740 730 830 2.9% 8.0% 1.2%

5

Engineered Polymers

Growing demand for high-tech plastics focused on automotive and other growth markets

Sustainable, long-standing relationships with automotive industry leaders

- Manufacturing facilities across 4 continents

- Focused on weight reduction, improving interior aesthetic trends

Highly engineered compounded blends

– Serves consumer electronics, medical, and electrical / lighting markets

Polycarbonate

H1 ‘14 Global demand growth up 5%

Restructuring and rising operating rates should lead to significant EBITDA lift in 2015

Key Trends

End Market Demand

Automotive Lightweighting

Plastic Used in Passenger Vehicles

12

10 9.1

tons) 8

of 5.5

ns 6

o

l li 4

(mi 2

0

2012E 2017E

Source: ICIS

6

Styrenics

Evolving industry structure

New players focused on SM and PS margins Capacity rationalization and cyclical recovery will increase operating rates

Styrenic polymers business with global scale

Focused on appliances, packaging, and constructions Number 3 polystyrene globally

Americas Styrenics provided $35mm in LTM dividends

Increasing Focused

Suppliers

100%

Polimeri

Europa Trinseo

ity 80%

Total

~20%

Reduction 60% Styrolution

in ysty NOVA

Production Western European Polystyrene Capacity

Capacity

40%

European Dow Versalis

Western 20% Total

BASF

Dow

BASF

0%

2006 2014

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Financial Overview

Quarterly LTM Adjusted EBITDA (Q4 ‘12 to Q2 ‘14)

Historical Quarterly Adjusted EBITDA

$333

$255 $297

$278

Engineered

Polymers $225

$211

$214

Styrenics

Synthetic

Rubber

Latex

Corporate

Strong earnings momentum driven by growth in Synthetic Rubber, stable Latex business, and improved supply/demand dynamics in Styrenics

LTM Q4 2012 LTM Q1 2013 LTM Q2 2013 LTM Q3 2013 LTM Q4 2013 LTM Q1 2014 LTM Q2 2014

Source: see appendix for reconciliation to nearest GAAP metric

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Balance Sheet

Deleveraging Over Time with Significant Liquidity

5.0x 4.7x

4.5x

4.1x

4.0x

3.5x

3.1x

3.0x

2.5x

2.0x

1.5x

1.0x

0.5x

0.0x

FY2012 FY2013 2QLTM(a)

Net Debt $1,209MM $1,140MM $1,023MM

Strong balance sheet with no long-term debt maturities until 2019

Highly cash generative business

– Free Cash Flow Conversion > 50% in 2013 (b)

IPO proceeds and free cash flow to be used for de-leveraging

– Target net debt of 2-3X Adj. EBITDA

– Growth opportunities to be pursued selectively

Ability to refinance up to $1.193 billion of Senior Notes

– Potential to significantly lower interest costs (currently 8.75% coupon)

$675 million liquidity (a)

– Cash ($182MM), Revolver ($293MM), AR Facility

($200MM)

Note: see appendix for reconciliation to nearest GAAP metric

(a) As of Q2 2014 proforma for $132.5mm debt paydown on July 14

(b) Free Cash Flow Conversion calculated as Free Cash Flow / Adj. EBITDA. Free Cash Flow = Cash Flow from Operations less CAPEX

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Value Drivers

Structural

Polycarbonate restructuring

Deleveraging and refinancing

Consolidation and capacity rationalization

Profitable Growth

Additional SSBR capacity

New SSBR and neodymium-PBR technology

China latex expansion

Automotive and CEM compounding

Cyclical

Rising operating rates in styrene, polystyrene, polycarbonate

European recovery

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Appendix

™ Trademark

Key Styrene Raw Material Trends

Europe(1)

2,000

Styrene

1,800

1,600

Ethylene

1,400

USD/MT Benzene

1,200

1,000

(2)

Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14

Asia(2)

2,000

Styrene

1,800

1,600

Ethylene

USD/MT 1,400

1,200 Benzene

1,000

Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14

Source: IHS. (1) Styrene: 50% W. Europe Spot Avg (FOB W. Europe) and 50% W. Europe Contract Monthly Market (Delivered W. Europe); Benzene: 50% W. Europe Spot Avg (CIF NW Europe / Basis ARA) and 50% W. Europe Contract – Monthly Market (FOB/CIF W. Europe); Ethylene: W. Europe Contract – Market Pipeline (Delivered W. Europe). (2) Styrene: NE Asia Avg Spot Posting (CFR China); Benzene: NE Asia Spot Avg (FOB S. Korea); Ethylene: NE Asia Spot Avg (CFR NE Asia).

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Key Butadiene Price Trends

Butadiene

2,200

2,000

1,800

1,600 NA

USD/MT 1,400 Europe

1,200 Asia

1,000

Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14

800

Source: IHS. Asia: NE Asia Spot (CFR NE Asia) Europe: W. Europe Contract Market (ExW/Del pr09 W. Europe); NA: North America Contract Market (FOB US Gulf Coast).

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US GAAP to Non-GAAP Reconciliation

(in $millions, unless noted) Q4’12 LTM Q1’13 LTM Q2’13 LTM Q3’13 LTM Q4’13 LTM Q1’14 LTM Q2’14 LTM

Net Income (Loss) 30.3 (9.4) (39.5) (33.3) (22.2) 4.5 (12.0)

Interest expense, net 110.0 116.6 123.7 128.0 132.0 132.5 131.4

Provision for (benefit from) income taxes 17.5 (7.7) 0.6 (3.7) 21.9 34.7 38.0

Depreciation and amortization 85.6 88.5 90.6 93.8 95.3 95.1 98.3

EBITDA 243.4 187.9 175.3 184.7 226.9 266.8 255.7

Loss on extinguishment of long-term debt - 20.7 20.7 20.7 20.7 - -

Other non-recurring items (0.7) 0.5 0.5 1.1 0.7 (0.4) 32.1

Restructuring and other charges 7.4 (0.4) 6.0 9.0 10.8 11.3 7.0

Net (gains) / losses on dispositions of businesses and assets - - 3.2 4.2 4.2 4.2 1.0

Fees paid pursuent to advisory agreement 4.6 4.7 4.7 4.8 4.7 4.7 27.8

Asset impairment charges or write-offs - - 0.7 0.7 9.9 9.9 9.2

Adjusted EBITDA 254.8 213.5 211.2 225.3 278.1 296.8 332.8

Note: totals may not sum due to rounding

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