Saudi Industrial Investment Group · TADAWUL:2250

Saudi Industrial Investment — Q2 2026 Earnings Presentation

26 slides from Saudi Industrial Investment's earnings presentation, Aug 5, 2026

1. Slide 1: Q2 2026 Earnings Presentation

   Saudi Industrial Investment Group Q2 2026 Earnings Presentation 5th August, 2026

2. Slide 2: Table of Contents

   Table of Contents Highlights 03 Operational Updates 07 Financial Results 10 Outlook 14 Appendix 18 Q2 2026 Earnings Presentation 2

3. Slide 3: Geopolitical disruptions weighed on Q2 2026 operating performance

   Highlights | Operations | Financials | Outlook | Appendix Geopolitical disruptions weighed on Q2 2026 operating performance • Utilization rates declined due to feedstock Sales Volume (Kmt)* Q2 2026 availability, increasing production costs • Continued closure of the Strait of Hormuz weighed on sales

4. Slide 4: Continued commitment to safety reflected in our strong track record

   Highlights | Operations | Financials | Outlook | Appendix Continued commitment to safety reflected in our strong track record Highlights • SIIG reached over 1,200 days without Tier 1 & over 1,700 days without Tier 2 Process Safety Event Process Safety performance rate High potential consequence rate

5. Slide 5: Market Updates: Initial supply shock lifted global product prices

   Highlights | Operations | Financials | Outlook | Appendix Market Updates: Initial supply shock lifted global product prices • Regional production and shipping disruptions tightened supply in April and May, resulting in tighter global supply and higher freight costs • The initial disruption triggered

6. Slide 6: Strategic initiatives are on track

   Highlights | Operations | Financials | Outlook | Appendix Strategic initiatives are on track Strengthen the core Diversify Increased feedstock allocation BioProtein JV: Uniprotein production plant Allocation 24% Ethane 60 25 equity MMSCFD* A182/A187 68 15 MBPD** 20% 80% Debottlenecking project stake

7. Slide 7: Operational Updates

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8. Slide 8: Aromatics Segment: Feedstock disruption and logistical challenges impact utilization rates and sales volumes

   Highlights | Operations | Financials | Outlook | Appendix Aromatics Segment: Feedstock disruption and logistical challenges impact utilization rates and sales volumes Benzene Sales; Capacity Utilization*| Kmt; % Styrene Sales; Capacity Utilization | Kmt; % Cyclohexane Sales; Capacity Utilization | K

9. Slide 9: Polymers Segment: Production hit by feedstock availability, while land transfer to Jeddah port allows continued sales

   Highlights | Operations | Financials | Outlook | Appendix Polymers Segment: Production hit by feedstock availability, while land transfer to Jeddah port allows for continued sales Polyethylene Sales; Capacity Utilization | Kmt; % PE price trend* Highlights • PE and PP units were offline for two week

10. Slide 10: Financial Results

    Financial Results

11. Slide 11: Q2 profitability hit by lower operating rates and sales volumes due to ongoing geopolitical situation

    Highlights | Operations | Financials | Outlook | Appendix Q2 profitability hit by lower operating rates and sales volumes due to ongoing geopolitical situation ¥ Mn Q2 2026 Q1 2026 Δ% Q2 2025 Δ% Share of Profits from JVs (Q-o-Q) | ¥ Mn Income Statement 266 Share of Profits from JVs (38) 266 -114% 32

12. Slide 12: Aromatics: Financial performance hit by low volumes and logistical challenges

    Highlights | Operations | Financials | Outlook | Appendix Aromatics: Financial performance hit by low volumes and logistical challenges Revenue (external) | ¥ Mn Gross Profit | ¥ Mn EBITDA | ¥ Mn -34% -675% -218% 1,667 475 502 1,328 878 131 -47% 30 -136% -131% (155) (170) Q2 25 Q1 26 Q2 26 Q2 25 Q1

13. Slide 13: Polymers: Despite lower volumes, segment remained profitable backed by sharp rise in product spreads

    Highlights | Operations | Financials | Outlook | Appendix Polymers: Despite lower volumes, segment remained profitable backed by sharp rise in product spreads Revenue (external)| ¥ Mn Gross Profit | ¥ Mn EBITDA | ¥ Mn -26% +71% -32% 288 1,505 193 260 1,135 1,113 197 139 81 -2% -28% -24% Q2 25 Q1 26

14. Slide 14: Outlook

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15. Slide 15: Q3 2026 outlook: Markets to be volatile due to the uncertain regional supply situation

    Highlights | Operations | Financials | Outlook | Appendix Q3 2026 outlook: Markets to be volatile due to the uncertain regional supply situation given the ongoing geopolitical situation Product View Aromatics Product Prices | (US$/t) • Global supply is expected to recover as Chinese capacity restart

16. Slide 16: Q3 operational updates: Operations adjusted to maintain feedstock utilization and capture higher pricing

    Highlights | Operations | Financials | Outlook | Appendix Q3 operational updates: Operations adjusted to maintain feedstock utilization and capture higher pricing • Feedstock supply has recovered but still not normalized, especially for the Aromatics division. We expect feedstock supply to continue

17. Slide 17: Q&A

    Q&A

18. Slide 18: Appendix

    Appendix

19. Slide 19: Planned turnaround schedule

    Highlights | Operations | Financials | Outlook | Appendix Planned turnaround schedule Saudi Chevron Saudi Chevron Saudi Chevron Phillips (SCP) Phillips (SCP) Phillips (SCP) 28 days 28 days 38 days 2027 2029 2026 2028 2030 Jubail Chevron Saudi Polymers Jubail Chevron Phillips (JCP) Co. (SPCo) Phillip

20. Slide 20: SIIG: Three decades of growth

    Highlights | Operations | Financials | Outlook | Appendix SIIG: Three decades of growth • Established in 1996, Saudi Industrial Investment Group is an investment Arabian Chevron Phillips holding company Petrochemical Company • Primarily invested in petrochemical manufacturing assets in Saudi Arabia

21. Slide 21: SIIG's Petrochemical complex projects are complementary to each other

    Highlights | Operations | Financials | Outlook | Appendix SIIG’s Petrochemical complex projects are complementary to each other Aromatic Saudi Chevron Hydrocarbons Phillips (SCP) Mixture (780Kta) Benzene Cyclohexane (835Kta) (355Kta) Jubail Chevron Styrene (730Kta) Phillips (JCP) ADCO Propylene (150

22. Slide 22: Financial Statements – Income Statement

    Highlights | Operations | Financials | Outlook | Appendix Financial Statements – Income Statement ¥ Mn Q2 2026 Q1 2026 Δ QoQ% Q2 2025 Δ YoY% Income Statement Share of Profits from JVs (38) 266 -114% 32 -220% General & administrative expenses (22) (14) +51% (19) +16% Operating profit (loss) (60) 252

23. Slide 23: Financial Statements – Cash Flow Statement

    Highlights | Operations | Financials | Outlook | Appendix Financial Statements – Cash Flow Statement ¥ Mn Q2 2026 Q1 2026 Δ QoQ% Q2 2025 Δ YoY% Cash Flow Statement Cash flows from operating activities Profit (loss) before zakat (57) 255 -122% 23 -344% Depreciation 0 0 -1% 0 +104% Changes in operatin

24. Slide 24: Financial Statements – Balance Sheet

    Highlights | Operations | Financials | Outlook | Appendix Financial Statements – Balance Sheet ¥ Mn Q2 2026 Q1 2026 Δ% Q4 2025 Δ% Balance Sheet Property & equipment 85 71 +20% 52 +65% Investments accounted for using the equity method 8,104 8,142 -0% 7,875 +3% Intangible Assets 11 0 +27628% 0 +39511%

25. Slide 25: Disclaimer

    Highlights | Operations | Financials | Outlook | Appendix Disclaimer Saudi Industrial Investment Group (Company), prepared this presentation on a proprietary basis as general background information about the activities of company. The information contained herein is given in summary form and for dis

26. Slide 26: Thank you

    Thank you Contact Us: Investor Relations Team Email: IR@siig.com.sa

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