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) — Investor Presentation (May 2021)
15 slides from Sociedad Quimica Y Minera De Chile Sa Pfd Series A's investor presentation, May 2021
Slide 1: Corporate Presentation May 2021
CORPORATE PRESENTATION May 2021 1
Slide 2: Customary Note Regarding Forward-Looking Statements
CUSTOMARY NOTE REGARDING FORWARD-LOOKING STATEMENTS 2
Slide 3: Our commitment to Sustainability
Our commitment to Sustainability Continental water reduction — 40% by 2030 and 65% by 2040. Dy Brine extraction reduction 4 Reduce brine extraction by 50% by 2030. “Emissions reduction Carbon neutral in the lithium, potassium chloride and iodine products by 2030, and in all of our products by 2040.
Slide 4: Recent Achievements
2020 Sustainability report will be publish ed in the coming weeks. We have been reporting under GRI standards during the last 10 years, audited by an independent third pa ty since 2019. During 2020, we reduced freshwater consumption by 40%, and the brine extraction by 20% in the Salar d e Atacama. C
Slide 5: • • • • • • • • • • • • • •
• • • • • • • • • • • • • • • 21% 33% 31% 5% 8% 5
Slide 6: Product abbreviations
6 I2 – iodine, NaNO3 – sodium nitrate, KCL – potassium chloride, KNO3 – potassium nitrate, Li2CO3 – lithium carbonate, LiOH – lithium hydroxide
Slide 7: Summary of First Quarter 2021 Results
fsa) comtime oUMMary of First Quarter 2021 Results for human DD progress USS million 1Q2021 1Q2020 2021/2020 : ; , ; , Revenue 528 392 35% * Higher sales volumes with prices trending up in most business lines. Lithium 135 65 107% SPN 194 165 18% * Strong demand growth in lithium market led to a lodi
Slide 8: Review of Results
& Dp folvtions. Review of Results progress Gross Profit Contribution 150 1Q2021/1Q2020 140 7 4 2 137 =~, . 2s 2 120 7 108 110 100 Se Sf SS S S & eo es Ss & & s S & 1Q2021 vs 1Q2020 Business line performance comparison Variations Lithium lodine SPN Industrial Potassium Chemicals Average Price 1~26% 1
Slide 9: Lithium market
& Dp solutions | ithium market progress Quarterly Lithium Sales Volumes, kMT 26 © 102020 102021 Quarterly Lithium Average Price, USS/MT 7.600 6,800 400 5300 3200 4,000 3,000 102020 202020 302020 102021 Global Lithium Chemical Market * Market demand growth of 30% expected in 2021. * Global electric v
Slide 10: Debt Maturities
Debt Maturities Solutions for human progress ; pp Maturity debt profile as of March 31, 2021 (USS million) 500 450 450 400 400 370 350 300 250 250 200 150 138 122 100 61 50 | ee ee ee Z y AV nd nk A nO AV Ao A AQ ad AV sd ao AA DO Pp Wy pb © © 2 99 PLM LF MOP OP OP PP POS PP ese PPS we mBonds & Loan
Slide 11: Market Outlook
fsa) fornuman Market Outlook progress a Specialty Plant Nutrients & Potassium Chloride + Market: KNO; market growth is expected of ~4-5% in 2021, positive KCL price trend is expected for the year. + SQM: Sales volumes of KCL of ~700k MT in 2021 + SQM: Expects to grow sales volumes and strengthen its
Slide 12: CAPEX 2021-2024: Sustainable Growth Plans
for human fsa) ona CAPEX 2021-2024: Sustainable Growth Plans DD progress 2021-2024 total CAPEX: ~US$2.0 billion, including: |. Lithium capacity expansions: ~USS1.1 billion* Il. Nitrates & lodine expansions: ~US$440 million Ill. Annual maintenance of ~US$120 million between 2021-2024. 2021 total CAPE
Slide 13: Ownership Structure and Dividend Policy
Ownership Structure1 Dividend Policy2 ≥ 13
Slide 14: Agreement with CORFO
icrhumen Agreement with CORFO en Payments! Li,CO; LIOH ue USS/MT ue * Total production quota until 2030: 349,553 MT of LME = Total in LCE: ~2.2 million MT 17.00 7,000 - 10, 17.00 Contribution to the Development & Communities 25.00 0,000 * Annual contribution of ~US$11-19 million for R&D efforts 40.0
Slide 15: Contact information
• Gerardo Illanes: CFO gerardo.illanes@sqm.com • Kelly O’Brien: Contact information Head of Investor Relations kelly.obrien@sqm.com • Irina Axenova: Investor Relations irina.axenova@sqm.com 15
Sociedad Química y Minera de Chile (SQM) — Investor Presentation (May 2021) on 6ix