Sociedad Quimica Y Minera De Chile Sa Pfd Series A · BCS:SQM_A
Sociedad Quimica Y Minera De Chile Sa Pfd Series A — Sociedad Quimica y Minera — Q2 2025 Earnings Presentation
12 slides from Sociedad Quimica Y Minera De Chile Sa Pfd Series A's earnings presentation, Aug 20, 2025
Slide 1: 2Q2025 Results Presentation
2Q2025 RESULTS PRESENTATION August 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 Second Quarter 2025 Results
Summary of Second Quarter 2025 Results US$1,043m US$254m US$88m US$308m 30% % Change % Change % Change % Change % Change Q-on-Q Q-on-Q Q-on-Q (56)% Q-on-Q (14)% Q-on-Q (15)% 0.6% (17)% Y-on-Y Y-on-Y Y-on-Y Y-on-Y (28)% Y-on-Y (10)% (19)% (34)% (59)% Trend Trend Trend Trend Trend Revenues Contributio
Slide 4: Results Key Drivers 2Q2025 vs 2Q2024
Results Key Drivers 2Q2025 vs 2Q2024 • Lithium: almost flat sales volumes growth (+2%), with lower year-on-year average sales prices (-34%) • Iodine: higher average sales prices (+9%) and lower sales volumes (-8% ) • Potassium: significant lower sales volumes (-55%) and higher average sales prices (
Slide 5: SQM Lithium: Almost Flat Sales Volumes into a Low-price Environment
SQM Lithium: Almost Flat Sales Volumes into a Low-price Environment Lithium and derivatives Global Lithium Chemical Market • We expect the global lithium market demand to grow ~17% in 2025. LTM Gross Profit: $410 million • Strong EV and BESS sales growth especially in China LTM Revenues: $ 1,977 mil
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 • Updating global demand growth to less than 1% in 2025 compared to LTM Gross Profit US$523 million 2024. LTM Revenues: US$985 million • Market remains tight with high prices and lim
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 LTM Gross Profit US$146 million • We expect a back- to- normal market growth rate around 4-5% in 2025 LTM Revenues: US$946 million compared to 2024. SQM KNO3 • Upward pressure on pr
Slide 10: Potassium: Demand Recovery and Increased Sales Volumes
Potassium: Demand Recovery and Increased Sales Volumes Potassium Global Potash Market LTM Gross Profit US$28 million • Strong market demand and LTM Revenues: US$217 million some supply disruptions have led to upward pressure on prices. • We believe the total market size to be around 72 million tons
Slide 11: Industrial Chemicals: Stable Outlook Confirmed
Industrial Chemicals: Stable Outlook Confirmed Industrial Chemicals Global Industrial Chemicals Market LTM Gross Profit US$28 million • Industrial potassium nitrate LTM Revenues: US$74 million market prices remains relatively stable. SQM • We expect flat sales volumes in 2025 compared to 2024. ~32%
Slide 12: Contact information
Contact information Gerardo Illanes CFO gerardo.illanes@sqm.com Isabel Bendeck IRO isabel.bendeck@sqm.com
Sociedad Quimica y Minera — Q2 2025 Earnings Presentation on 6ix