Sociedad Quimica Y Minera De Chile Sa Pfd Series A · BCS:SQM_A
Sociedad Quimica Y Minera De Chile Sa Pfd Series A — Sociedad Química y Minera de Chile (SQM) — Q1 2025 Earnings Presentation
12 slides from Sociedad Quimica Y Minera De Chile Sa Pfd Series A's earnings presentation, May 2025
Slide 1: 1Q2025 Results Presentation
1Q2025 RESULTS PRESENTATION May 2025
Slide 2: Customary note regarding forward-looking statements
This presentation release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as: “anticipate,” “plan,” “believe,” “estimate,” “expect,” “strate
Slide 3: Summary of First Quarter 2025 Results
Summary of First Quarter 2025 Results US$1,037m US$305m US$138m US$360m 35% % Change % Change % Change % Change % Change Q-on-Q Q-on-Q Q-on-Q 14% Q-on-Q 10% Q-on-Q 14% (3.5)% 4% Y-on-Y Y-on-Y Y-on-Y Y-on-Y (11)% Y-on-Y (7)% (4)% (17)% (116)% Trend Trend Trend Trend Trend Revenues Contribution Gross
Slide 4: Results Key Drivers 1Q2025 vs 1Q2024
Results Key Drivers 1Q2025 vs 1Q2024 • Lithium: sales volumes growth (+27%), with lower year-on-year average sales prices (-27%) • Iodine: higher average sales prices (+10%) • Potassium: higher average sales prices (8%) LTM* Gross Profit Contribution SQM – Corporate Presentation *Last twelve months
Slide 5: SQM Lithium: High Sales Volumes into a Low-Price Environment
SQM Lithium: High Sales Volumes into a Low-Price Environment Lithium and derivatives Global Lithium Chemical Market • We expect the global lithium market demand to TM Gross Profit: $517 million grow ~17% in 2025. • Strong EV and BESS sales growth M Revenues: $ 2,197 million SQM Lithium • Record firs
Slide 6: SQM Lithium: Integrated Production, Sustainable Solutions, Full Traceability
SQM Lithium: Integrated Production, Sustainable Solutions, Full Traceability Chile Australia China Chile: capacity expansions: China: SQM´s lithium lithium carbonate to 240,000 MT in 2026 hydroxide refinery + tolling lithium hydroxide to 100,000 MT by end of from lithium sulfate, 2025 40,000 MT Aust
Slide 7: Iodine and Derivatives: Capturing Demand Growth in High Price Environment
Iodine and Derivatives: Capturing Demand Growth in High Price Environment Iodine and derivatives Global Iodine Market • We expect that total demand could grow by 1- 2% in 2025. TM Gross Profit US$525 million • Market remains tight with high prices and limited supply. TM Revenues: US$983 million SQM
Slide 8: SQM Nitrates and Iodine: Maintaining Leading Position & Supporting Future Growth
SQM Nitrates and Iodine: Maintaining Leading Position & Supporting Future Growth TARAPACÁ Brownfield Projects : additional REGION capacity of 1,500 MT of iodine and 90,000 MT of nitrates salts Nueva Victoria Greenfield Projects: additional 2,500 MT of iodine capacity and 250,000 MT of nitrates salts
Slide 9: Specialty Plant Nutrition: Demand and Sales Volumes Recovery Accelerates
Specialty Plant Nutrition: Demand and Sales Volumes Recovery Accelerates Specialty Plants Nutrition Global KNO3 Market TM Gross Profit US$161 million • We expect a back- to- normal market growth rate around 4-5% in 2025 TM Revenues: US$946 million compared to 2024. SQM KNO3 • upward pressure on pric
Slide 10: Potassium: Demand Recovery and Increased Sales Volumes
Potassium: Demand Recovery and Increased Sales Volumes Potassium Global Potash Market TM Gross Profit US$33 million • Strong market demand and TM Revenues: US$250 million some supply disruptions have led to upward pressure on prices. • We believe the total market size to be around 72 million tons. S
Slide 11: Industrial Chemicals: Stable Outlook Confirmed
Industrial Chemicals: Stable Outlook Confirmed Industrial Chemicals Global Industrial Chemicals Market TM Gross Profit US$30 million • Industrial potassium nitrate TM Revenues: US$75 million market prices remains relatively stable. SQM • We expect flat sales volumes in 2025 compared to 2024. ~32% Ma
Slide 12: Contact information
Contact information Gerardo Illanes CFO gerardo.illanes@sqm.com Isabel Bendeck Investor Relations isabel.bendeck@sqm.com
Sociedad Química y Minera de Chile (SQM) — Q1 2025 Earnings Presentation on 6ix