Seligdar · RUS:SELG
Seligdar — Investor Day (July 2026)
28 slides from Seligdar's investor day presentation, July 2026
Slide 1: Investor Day at Moscow Exchange
POLIMETALLIC HOLDING GROUP INVESTOR DAY Investor Day at Moscow Exchange
Slide 2: Seligdar in Figures
POLIMETALLIC HOLDING GROUP INVESTOR DAY 02 Seligdar in Figures ABOUT US STRATEGIC PROJECTS AND GOALS 4 7 20 TONNES OF GOLD PER YEAR 14-16 THOUSAND TONNES OF TIN IN CONCENTRATE PER YEAR gold processing plants heap leaching plants Khvoyny Pyrkakay Stockworks 295 тонн 403 тыс. тонн gold reserves tin re
Slide 3: Production: Gold Division
POLIMETALLIC HOLDING POLYMETALLIC HOLDINGGROUP GROUP INVESTOR DAY 03 Production (exp.) Growth in gold reserves to +11% Gold Division 6M 3,075 Au 79 295 +10 79 Au tonnes 2026 kg of Doré gold gold gold tonnes of gold Key changes over year The Holding Group continues its stable and progressive developm
Slide 4: Production: Gold Division (continued)
POLIMETALLIC HOLDING POLYMETALLIC HOLDINGGROUP GROUP INVESTOR DAY Production (exp.) Рост запасов до +11% Gold Division 6M 3,075 Au 79 295 +10 79 Au tonnes 2026 kg of Doré gold gold gold tonnes of gold Key changes over year The Holding Group continues its stable and progressive development in accorda
Slide 5: Production: Tin Division
POLIMETALLIC HOLDING POLYMETALLIC HOLDINGGROUP GROUP INVESTOR DAY 05 Production (exp.) +17% +2% + 8% 6M 2,021 65 1,332 50 29 Sn 74 W Cu Tin division tin 2026 tungsten copper Tonnes of tin in Tonnes of tungsten Tonnes of copper in concentrate in concentrate concentrate Key changes over year The moder
Slide 6: Corporate Events
POLIMETALLIC HOLDING GROUP INVESTOR DAY 06 Corporate Events Corporate Events CREDIT RATINGS ESG RATINGS February 2026 – Holding Group was assigned a sustainability rating by RAEX at level "A" ruA+ ESG-rating(by RAEX) А confirmed 08.2025 May 2026 – BK LLC, based on the results of a sample audit,
Slide 7: Share Capital
POLIMETALLIC HOLDING GROUP INVESTOR DAY 07 Share Capital Number of shareholder accounts, thousand Shareholder structure, % Shares outstanding 1,03 млрд 139 142 129 133 30.95% Other with less than 5% Ticker SELG 70 31.12.2025 Moscow Exchange Exchange 17 5.65% 14 Russian Funds JSC 3 50.62% Listing Lev
Slide 8: Investment attractiveness
POLIMETALLIC HOLDING GROUP INVESTOR DAY 08 Investment attractiveness KEY FACTORS OF INVESTMENT ATTRACTIVENESS Against the backdrop of negative external conditions since the beginning of the year, the dynamics of Seligdar PJSC shares have performed better than or in line with other market players 01
Slide 9: Operating and financial results
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY Operating and financial results
Slide 10: Operating results
POLIMETALLIC HOLDING GROUP INVESTOR DAY 10 Operating results Gold produced, tonnes Tin in concentrate produced, thousand tonnes + 9% CAGR + 17% CAGR 3.5 7.8 8.1 7.2 7.4 2.9 2.9 3.0 6.5 6.6 2.5 2.5 6.1 2.3 5.4 \ 3.9 4.2 1.5 3.3 1.0 0.6 0.6 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2015 2
Slide 11: Revenue and expenses
POLIMETALLIC HOLDING GROUP INVESTOR DAY 11 Revenue and expenses Revenue breakdown, % Operating expenses breakdown, % Labour 2% 1% 10% 28% Materials and spare 12% 26% 25% Gold sales 28% parts Fuel and energy Concentrates sales 2024 2025 2024 2025 Mineral Extraction Tax Other sales 11% 17% Third-party
Slide 12: Debt Profile
POLIMETALLIC HOLDING GROUP INVESTOR DAY 12 Debt Profile as at end-2025 DEBT PROFILE GOLD-DENOMINATED LOAN 2% 8% USD 2.46 tonnes maturing 31 December 2029 Shareholder loan 58% Bonds and DFAs GOLD BONDS 3.5 tonnes equivalent to RUB 40.3 bn By instrument as at 31.12.2025 By currency as at 31.12.2025 44
Slide 13: Innovative capital market instruments
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY 13 Innovative capital market instruments In 2023-2025 Seligdar developed and placed different innovative financial instruments GOLD BONDS SILVER BONDS DIGITAL FINANCIAL ASSETS 2023-2024 2024 2025-2026 > 3.5 tonnes of gold 2.5 tonnes of
Slide 14: Strategy and growth projects
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY Strategy and growth projects
Slide 15: Strategic Targets
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY 15 Strategic Targets 20 TONNES OF GOLD ANNUALLY 14-16 THOUSAND TONNES OF TIN ANNUALLY PRODUCT PORTFOLIO KEY STRATEGIC DEVELOPMENT PROJECTS 75 % 25 % GOLD Gold division – Au Tin division – Sn, W MINING and Ag and Cu; in-house metallurgi
Slide 16: Mineral reserve base growth
POLIMETALLIC HOLDING GROUP INVESTOR DAY 16 RESOURCE BASE DEVELOPMENT Mineral reserve base growth 2H2025 – 1H2026 APPROVAL OF EXPLORATION RESULTS 01.01.2025 01.01.2026 Reserves obtained from additional exploration of the Ryabinovoye deposit – more than 12 tonnes Balance reserve change, tonnes of gold
Slide 17: TCC and AISC
POLIMETALLIC HOLDING GROUP INVESTOR DAY 17 TСC и AISC ТСС и AISC, USD/oz Factor Analysis of Changes in TCC and AISC, USD/oz gold +39% 1,867 +55% TCC 1,561 1,343 1,225 991 1,005 external factors 2023 2024 2025 Total Cash Cost (TCC) All-in Sustaining Cost (AISC) Cost Drivers AISC In 2025, the Holdin
Slide 18: Strategic Project: Kyuchus
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY 18 Strategic Project PROJECT PROGRESS Kyuchus 2021 Project launch 2022 Geological exploration commenced, topographic survey completed, 3D model of the deposit created 2023 Licence obtained for the geological study of the flanks of the
Slide 19: Strategic Project: Pyrkakay Stockworks
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY 19 Strategic Project: Pyrkakay Project Progress Stockworks 2020 Project launch 2021 Licence transferred to the subsidiary Territoriya LLC Geological exploration commenced 2022 Topographic survey completed Samples of oxidised and semi-o
Slide 20: Strategic Project: Amurskiy Metallurgical Kombinat
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY 20 Strategic Project Project Progress Amurskiy Metallurgical Kombinat (plant) 2023 Project launch Primary engineering surveys conducted 2024 Roadmap approved – 1H25 Status of resident of the Khabarovsk Advanced Special Economic Zone (A
Slide 21: Modernisation, Innovation and Automation
POLIMETALLIC HOLDING GROUP INVESTOR DAY 21 Modernisation, Innovation and Automation RESEARCH AND DEVELOPMENT FIRST RATING OF SCIENTIFIC AND TECHNOLOGICAL > 825 RUB million The Holding Group systematically increases its efforts in innovation DEVELOPMENT OF THE LARGEST COMPANIES allocated to researc
Slide 22: Appendices
POLIMETALLIC POLYMETALLICHOLDING HOLDINGGROUP GROUP INVESTOR DAY Appendices
Slide 23: Geographic footprint and key assets
POLIMETALLIC HOLDING GROUP INVESTOR DAY REPUBLIC OF SAKHA GROWTH PROJECTS Geographic footprint and key assets (YAKUTIA) PRODUCTION AND EXPLORATION COMPLEXES share in total production volume, % IRKUTSK STRATEGIC PROJECTS Gold Tin 33% Ryabinovy 5% Podgolechny 3% Yurskiy REGION Mukodekskoye Vostochno-M
Slide 24: Financial results
POLIMETALLIC HOLDING GROUP INVESTOR DAY 24 Financial results Change RUB million 2023 2024 2025 2025-to-2024 Revenue 55,974 59,289 87,854 48% Produced gold sales 41,676 50,767 77,659 53% Tin, tungsten and copper concentrate sales 6,276 7,208 9,179 27% Other sales 8,0221 1,3142 1,0162 -23% Gross profi
Slide 25: Environmental responsibility
POLIMETALLIC HOLDING GROUP INVESTOR DAY 25 Environmental responsibility Environmental protection expenditure, RUB million -27% 57 120 out of ESG ranking of Russian companies (as 261.9 of December 2025) 192.1 147.1 93.9 60 192 out of 2022 2023 2024 2025 ESG Transparency Ranking of Russian companies a
Slide 26: Social responsibility
POLIMETALLIC HOLDING GROUP INVESTOR DAY 26 Social responsibility > 4.5 thousand employees 45% YOUTH ENGAGEMENT A fragment of the celebratory mural dedicated to the Holding Group's works in the Holding residents of the regions Career guidance anniversary in Aldan Group of operations Summer work c
Slide 27: Appendix 5. Corporate governance
POLIMETALLIC HOLDING GROUP INVESTOR DAY 27 Appendix 5. Corporate governance Corporate governance structure EXECUTIVE BODIES SUPERVISORY Key principles of corporate governance BODIES CEO, Chairman General meeting of External auditor of the shareholders Management 01 02 03 board Internal audit commiss
Slide 28: Disclaimer
POLIMETALLIC HOLDING GROUP INVESTOR DAY 28 Disclaimer Information contained in this document may comparative positions of Seligdar PJSC in the include estimates and other forward -looking areas of activity. This information is based on statements regarding intentions, plans, future publicly availabl