Ferroglobe Plc · NASDAQ:GSM
Ferroglobe — B. Riley Securities Annual Investor Conference 2026
17 slides from Ferroglobe's conference presentation, May 20, 2026
Slide 1: Driving innovation of critical materials essential to a sustainable future
Driving innovation of critical materials essential to a sustainable future B. Riley Securities 2026 Annual Investor Conference May 20, 2026 NASDAQ: GSM
Slide 2: Forward-Looking Statements and Non-IFRS Financial Metrics
FORWARD-LOOKING STATEMENTS AND NON-IFRS FINANCIAL METRICS This presentation contains forward-looking statements within the meaning of Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the United States Securities Exchange Act of 1934, as amended. Forward-looking
Slide 3: Who is Ferroglobe
WHO IS FERROGLOBE GLOBAL CUSTOMERS WITH DIVERSIFIED END MARKETS Company FERROGLOBE IN FIGURES WELL-DIVERSIFIED REVENUE MIX ($1,335m FY25) Ferroglobe Plc Name Other $149m Silicon Metal RoW United States 1st 14% $430m $179m $535m Industry Advanced Materials Merchant Of global producer in the Silicon M
Slide 4: Why Ferroglobe
WHY FERROGLOBE One of the few large platforms in the West for refining critical materials Leading Western producer Critical Material Growth Opportunity • Global presence with a local focus • Capabilities to produce additional critical • #1/#2 producer in the West materials in current furnaces • Flex
Slide 5: Fully Integrated SiMe & Si-Alloys Production: A Strategic Advantage
FULLY INTEGRATED SIME & SI-ALLOYS PRODUCTION: A STRATEGIC ADVANTAGE GLOBAL PRESENCE LEADING WESTERN PRODUCER 1 | Raw Materials 2 | Smelting 3 | Metals/Alloys 4 | Customers 5 | End Products Extraction of raw Owns and operates Key products are: (i) Major industries for Aluminum/ materials through effi
Slide 6: Exceptional Capabilities in Critical Materials
EXCEPTIONAL CAPABILITIES IN CRITICAL MATERIALS CRITICAL M AT E R I AL S STRATEGIC EXPANSION OVERVIEW Current Critical Materials Strengths Time to Market Advantage Silicon metal: Essential for solar, semiconductors, Internal expertise to expedite production: Key success advanced materials, defense in
Slide 7: Streamlined Process to Faster Production
STREAMLINED PROCESS TO FASTER PRODUCTION CRITICAL M AT E R I AL S DECISION PROCESS DoE & EU list 112 critical materials w/ applications Filtering redundancies out 60 critical materials Ferroglobe shortlisting criteria 17 shortlisted critical materials FG technical assessment 9 critical metals & al
Slide 8: Favorably Positioned for Market Upswing
FAVORABLY POSITIONED FOR MARKET UPSWING KEY VALUE DRIVERS ADVANTAGES OF FERROGLOBE Tariffs / Trade measures drove ferroalloy volume during Q1 2026 ▪ Trade measures are leveling the playing field ▪ Encourages local supply chain development Accelerating growth through additional critical materials ▪ I
Slide 9: Strong Diversified Global Customer Base
STRONG DIVERSIFIED GLOBAL CUSTOMER BASE STRONG CUSTOMER BASE LOCAL SUPPLIER IN THE WEST • Supplying local customers from local facilities • Critical input for hundreds of industrial applications • Onshoring/nearshoring tailwinds support local production 9
Slide 10: Venezuela-Related Optionality
VENEZUELA-RELATED OPTIONALITY GROWTH PAT H COMPELLING OPPORTUNITY IN VENEZUELA Venezuela Opportunity • Strategic access to the U.S.: Logistic and geographic proximity to North America • Large footprint: 90,000 tons of FeSi capacity & 30,000 tons of manganese alloy capacity • Flexibility to switch fu
Slide 11: Driving Value Through Capital Stewardship
DRIVING VALUE THROUGH CAPITAL STEWARDSHIP CAPITAL MANAGEMENT SHAREHOLDER FRIENDLY CAPITAL POLICY Solid balance sheet ($´m) 513 • Initiated quarterly dividends in March 2024, 460 increased by 8% in March 2025 & 7% in March 2026 239 153 151 • Executed opportunistic share repurchases 94 39 beginning in
Slide 12: Solid Long-Term Growth Opportunities in Critical Materials & Venezuela Optionality
SOLID LONG-TERM GROWTH OPPORTUNITIES IN CRITICAL MATERIALS & VENEZUELA OPTIONALITY INVESTMENT SUMMARY GROWTH OPPORTUNITIES • Well-positioned for the expected market rebound in H2 2026 - Q1 ‘26 showed strong volume increase in ferroalloys • Accelerating growth through additional critical materials an
Slide 13: Appendix ─ Supplemental Information
Appendix ─ Supplemental Information 13
Slide 14: Encouraging Progress on Trade Measures
ENCOURAGING PROGRESS ON TRADE MEASURES TRADE MEASURES OVERVIEW Trade Measures Finalized Trade Measures Finalized (cont’d) U.S. FeSi Combined Antidumping (AD) & Countervailing Duties (CVD) U.S. Silicon Metal AD/CVD FINAL Final General Total Country Final Duty (1) Finalized by Commerce Finalized by IT
Slide 15: Strong Silicon Growth Expected in EV & Solar
STRONG SILICON GROWTH EXPECTED IN EV & SOLAR SILICON METAL COMPELLING OPPORTUNITIES Silicon Metal Demand for Solar & Electronics(*) (kt) Total Global Silicon Metal Demand Forecast(*) (kt) 2,231 + 6% 2,064 CAGR + 4% 5,814 CAGR 1,927 5,518 1,809 5,256 5,009 1,674 1,631 4,701 4,686 2025 2026E 2027E 202
Slide 16: A Leading Western Producer
A LEADING WESTERN PRODUCER FOOTPRINT LEADING WESTERN SUPPLIER Europe # 1 SiMe producer # 2 Si-Based & Mn-Alloys (1) Americas # 1 SiMe & Si-Based alloys producer Global Production Capacity (kt) Metallurgical sites North South South Europe Total America America Africa Mines (2) Silicon Metal 184.0 93.
Slide 17: Investor Relations
Investor Relations Media Inquiries Alex Rotonen, CFA Cristina Feliu Roig Vice President, Investor Relations NASDAQ: GSM Vice President, Communications & Public Affairs investor.relations@ferroglobe.com corporate.comms@ferroglobe.com
Ferroglobe — B. Riley Securities Annual Investor Conference 2026 on 6ix