Nemak Sab De Cv · BMV:NEMAK/A

Nemak Sab De Cv — Q1 2026 Earnings Presentation

32 slides from Nemak Sab De Cv's earnings presentation, April 2026

1. Slide 1: 1Q26 Results

   1Q26 Results April 2026 ©Nemak | Public

2. Slide 2: Agenda

   Agenda • 1Q26 Highlights • Financial Overview • Q&A Hervé Boyer Alberto Sada Denise Reyes CEO CFO IRO ©Nemak | Public

3. Slide 3: Forward-Looking Statement

   FORWARD-LOOKING STATEMENT This presentation contains forward-looking information based on numerous variables and assumptions that are inherently uncertain. They involve judgments with respect to, among other things, future economic, competitive and financial market conditions and future business dec

4. Slide 4: CEO Introduction

   CEO Introduction ©Nemak | Public

5. Slide 5: Defined priorities

   Defined priorities • Integration of GF Casting Solutions • Disciplined execution • Profitability • Cash flow generation • Deleveraging ©Nemak | Public

6. Slide 6: 1Q26 results

   1Q26 results • Top line +15% • EBITDA -15% • Focused on translating revenue growth into improved profitability ©Nemak | Public

7. Slide 7: Georg Fischer Casting Solutions' Automotive business acquisition closed successfully

   Georg Fischer Casting Solutions’ Automotive business acquisition closed successfully • Integrating >2,500 highly skilled professionals • Expanding our global footprint to 53 facilities • Enhancing our presence to better serve our customers ©Nemak | Public

8. Slide 8: Expanded Global Manufacturing Footprint

   Expanded Global Manufacturing Footprint Dillingen, GER Žiar nad Hronom, SVK Altenmarkt, AUT 53 Facilities Pilsting, GER Most, CZE Herzogenburg, AUT Together 20 Europe Saarlouis, GER Wernigerode, GER Linz, AUT Podborany, CZE Győr, HUN Etxebarria, SPA Izmir, TUR Pitesti, ROU Scornicesti, ROU Bielsko-B

9. Slide 9: Product portfolio evolution

   Product portfolio evolution • EV/SC segment revenue growth from 9% to ~18% by the end of 2026 • Complementary capabilities enabling broader vehicle architecture coverage • Enhanced portfolio supports long-term growth ©Nemak | Public

10. Slide 10: Expanded Product Portfolio

    Expanded Product Portfolio ICE Powertrain E-Mobility Structure & Chassis Structure components that can be manufactured in Aluminum or Magnesium 10 ©Nemak | Internal

11. Slide 11: Enhanced multi-material and casting capabilities

    Enhanced multi-material and casting capabilities • Advanced solutions across aluminum, magnesium and other materials • Positioned to support customer lightweighting developments • Unparalleled broad portfolio of casting technologies with assembly capabilities • Capabilities for mega / giga castings

12. Slide 12: Capturing acquisition synergies

    Capturing acquisition synergies • Focus on integration to capitalize on synergies and strategic value • Supporting profitability, cash flow, and long-term value ©Nemak | Public

13. Slide 13: New business pipeline

    New business pipeline • US$1.9 B in potential opportunities • ICE contract extensions supporting asset utilization and cash generation ©Nemak | Public

14. Slide 14: Strategic program advancement

    Strategic program advancement • Supporting BMW’s Neue Klasse with advanced die-cast components • Programs incorporate 100% green energy • First high-pressure die-cast body component for Porsche Cayenne EV ©Nemak | Public

15. Slide 15: Nemak achieved an A- Company Rating and an A Supplier Engagement Rating from CDP

    Nemak achieved an “A-” Company Rating and an “A” Supplier Engagement Rating from CDP ©Nemak | Public

16. Slide 16: On track with Science-Based Targets Initiative objectives

    On track with Science-Based Targets Initiative objectives ©Nemak | Public

17. Slide 17: Talented teams, strong capabilities

    Talented teams, strong capabilities ©Nemak | Public

18. Slide 18: Unique Range of Advanced Casting & Assembly Solutions

    Unique Range of Advanced Casting & Assembly Solutions Engine Blocks, Transmission Cases, E-Motor HPDC Components, Battery Housings, Structures, Chassis Aluminum Applications Magnesium GSPM Cylinder Heads, E-Motor Components Rotacast® Cylinder Heads, Engine Blocks, E-Motor Components LPDC Cylinder He

19. Slide 19: Financial Results

    Financial Results ©Nemak | Public

20. Slide 20: Automotive industry update

    Automotive industry update Vehicle SAAR (M Units) Vehicle Production (M Units) 35.0 12.0 29.3 9.8 30.0 28.2 10.0 26.8 China 24.0 8.3 25.0 8.0 7.7 21.0 7.1 20.0 6.5 16.4 16.3 17.4 16.5 16.9 Europe 6.0 15.0 16.4 16.2 16.5 15.7 15.7 4.0 4.1 4.0 3.8 3.9 4.0 10.0 USA 3.8 4.0 3.5 3.6 3.7 2.0 5.0 2.8 2.8 2

21. Slide 21: Revenue - US$1.4 B

    Revenue - US$1.4 B • 15% growth, y-o-y • Internal Combustion Engine – US$1.2 B • E-mobility, Structure and Chassis – US$189 M; accounting for 14% of consolidated revenue ©Nemak | Public

22. Slide 22: EBITDA - US$128 M

    EBITDA - US$128 M • High comparison base from commercial negotiations in 1Q25 • GF Casting Solutions contribution offset by: • Extraordinary expenses at certain NA facilities • Mexican peso appreciation against the U.S. dollar ©Nemak | Public

23. Slide 23: Operating income was US$18 M, Net income was US$21 M

    Operating income was US$18 M Net income was US$21 M • US$16 M non-cash gain from euro appreciation • Deferred income tax adjustment ©Nemak | Public

24. Slide 24: Net Debt was US$1.79 B

    Net Debt was US$1.79 B • Debt levels reflect seasonal working-capital needs • Increase also driven by acquisition ©Nemak | Public

25. Slide 25: Cash was US$256 M

    Cash was US$256 M • Proforma Net-debt-to-EBITDA ratio was 2.8x vs. 2.5x at the end of 1Q25 • Proforma Interest coverage ratio was 5.5x vs. 5.0x in 1Q25 ©Nemak | Public

26. Slide 26: Capital expenditures totaled US$113 M

    Capital expenditures totaled US$113 M • Driven by investments supporting Georgia facility ramp-up • Aligned with disciplined capital allocation • Leverage on existing assets ©Nemak | Public

27. Slide 27: Committed to operating excellence and streamlined operations

    Committed to operating excellence and streamlined operations • Volume consolidation • Footprint adjustments, where appropriate • Intention to end production in Herzogenburg, Austria facility within 12 months ©Nemak | Public

28. Slide 28: Stock repurchase program Mx$1 B approved

    Stock repurchase program Mx$1 B (~US$57 M) approved • Continued stock repurchase activity • Aim to cancel treasury-held shares (~7% of shares outstanding) ©Nemak | Public

29. Slide 29: Summary of regional results

    Summary of regional results Revenues 1Q26 1Q25 % Var. North America 676 641 5.4 Europe 524 413 26.8 Rest of World 199 158 25.7 Total 1,399 1,213 15.3 EBITDA 1Q26 1Q25 % Var. North America 54 69 (21.8) Europe 50 60 (17.1) Rest of World 24 21 17.1 Total 128 149 (14.5) ©Nemak | Confidential

30. Slide 30: Positioned to capture growth opportunities

    Positioned to capture growth opportunities • Focus on disciplined execution, synergy capture, and leveraging expanded platform • Priorities on operating efficiency, free cash flow generation, and prudent capital allocation ©Nemak | Confidential

31. Slide 31: Q&A

    Q&A ©Nemak | Public

32. Slide 32: For more information contact us at: investors.nemak.com

    For more information contact us at: investors.nemak.com investor@nemak.com ©Nemak | Public

Nemak — Q1 2026 Earnings Presentation on 6ix