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 (November 2021)
16 slides from Sociedad Quimica Y Minera De Chile Sa Pfd Series A's investor presentation, November 2021
Slide 1: Corporate Presentation November 2021
CORPORATE PRESENTATION November 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: Sustainability achievements and memberships
* Member of the United Nations Global Compact, Global Battery Re ce nt Alliance, DJS! Chile y DIS! MILA Pacific Alliance. During the third ’ quarter we submitted our first disclosure report under CDP Achievements Climate change guidance and completed self-evaluation process under IRMA. * Recently we
Slide 5: • • • • • • • • • • • • • •
• • • • • • • • • • • • • • • 30% 30% 27% 9% 4% 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 Third Quarter 2021 Results
Solutions for human DD progress fsa) Summary of Third Quarter 2021 Results USS million 3Q2021 2020 2021/2020 Key drivers: Revenue 662 453 46% oo . en Lithium * Significantly higher sales volumes in lithium, ' 185, 95 94% iodine, SPN and potassium business lines in SPN 229 175 31% 3Q21 vs 320. lodine
Slide 8: 3Q2021 vs 3Q2020 Business line performance comparison
Solutions for human progress 3Q2021 vs 3Q2020 Business line performance comparison Dp Price vs Sales Volumes Variations Variations Average Sales Price Volumes Lithium 157% 1~24% lodine 1~2% 1~43% SPN 1~21% 1~8% Industrial Chemicals 1~14% 1~5% Potassium 1~66% 1~18% Gross Profit Contribution 3Q2021/3Q
Slide 9: Lithium & Derivatives market
& Dp Solutions for human Lithium & Derivatives market progress Global Lithium Chemical Market Quarterly Sales Volumes (kMT) & Average Price (US$/MT) 8,400 7,600 R400 5,300 1Q2020 2Q2020 3Q2020 402020 1Q2021 2Q2021 3Q2021 Sales Volumes @Avg Price « Market demand growth close to 50% is expected in 202
Slide 10: Iodine & Derivatives market
fsa) farnuman !Odine & Derivatives market progress Dp Global lodine Market Quarterly Sales Volumes (kMT) * Significant market demand recovery with an & Average Price (US$/kg) over 10% growth in 2021, reaching pre- pandemic levels. Starting from 2022, we expect the market to grow approximately 2-3% p
Slide 11: Fertilizer markets
Solutions for human progress Fertilizer markets Dp SPN Quarterly Sales Volumes (kMT) Oo Pr oy ® Romane MSales Volumes @=Avg. Price & Average Price (US$/MT) 780 730 710 680 650 670 690 268 270 265 281 296 293 ona Se Global KNO3 & Potash Market » A shortage of potash and potassium- based fertilizers g
Slide 12: Debt Maturities
Debt Maturities Solutions for human pp progress Maturity debt profile as of September 30, 2021 (USS million) 800 700 700 600 500 450 400 400 870 300 250 200 138 122 100 [ 61 | _ 2uacccliz If Dv 2 © A PP DS BV Lo ah AO 2® NAB OO wr Wo PB SEP LP LO Gh gh PO Ph Mg LLL LLLP LE LLL LP LPO F m Bonds & Loa
Slide 13: 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 14: Ownership Structure and Dividend Policy
Ownership Structure1 Dividend Policy2 ≥ 14
Slide 15: Agreement with CORFO
icrhumen Agreement with CORFO en Payments! Li,CO; LOH KCL USS/MT we USS/MT ue USS/MT ue < 4,000 68 68 <300 4,00 } } _ 60 * Total production quota until 2030: 349,553 MT of LME 7.0 * Total in LCE: ~2.2 million MT 10.0 6,000 — 7,000 10.0 170 170 Contribution to the Development & Communities 25.0 0,000
Slide 16: 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 16
Sociedad Química y Minera de Chile (SQM) — Investor Presentation (November 2021) on 6ix