Nemak Sab De Cv · BMV:NEMAK/A
Nemak Sab De Cv — Debt Investor Presentation (July 2026)
28 slides from Nemak Sab De Cv's debt investor presentation, July 2026
Slide 1: Investor Presentation NEMAK 26 & NEMAK 26-2
Nemak Investor Presentation “NEMAK 26” & “NEMAK 26-2” July 2026
Slide 2: Nemak Team
Nemak Team Alberto Sada Denise Reyes Pedro Pereda Chief Financial Officer Global Treasury and Global Investor Relations Investor Relations Director Manager Alberto Sada CFO 2
Slide 3: Table of contents
Table of contents 03 Introduction 04 Corporate Presentation 13 Industry Overview and Recent Developments 18 Financial Information 22 ESG 25 Transaction Terms
Slide 4: Corporate Presentation
Corporate Presentation
Slide 5: Nemak at a Glance
Nemak at a Glance Financial Highlights* ▪ Established in 1979 Revenue EBITDA / Margin ▪ Global leader in lightweighting solutions for the automotive industry ~US$5,100 M US$570 M / 11.1% o Aluminum components for powertrain, e- mobility, and chassis/structural applications Rest of the world 14% Net
Slide 6: Investment Thesis
Investment Thesis 1 Global leadership with presence in 15 countries and 53 facilities, diversified customer base, and long-term contracts 2 High value-added product portfolio with significant barriers to entry 3 Transition to EVs as a growth opportunity, strong positioning across high and low electr
Slide 7: 53 Facilities worldwide
Global Footprint 20 Europe Dillingen, GER Pilsting, GER Saarlouis, GER Wernigerode, GER Altenmarkt, AUT Herzogenburg, AUT 24 North America Linz, AUT Bielsko-Biała, POL Žiar nad Hronom, SVK Alabama, USA Most, CZE Georgia, USA Podborany, CZE Kentucky, USA Győr, HUN Tennessee, USA Pitesti, ROU Wisconsi
Slide 8: Diverse and growing customer base
Diverse and growing customer base File:Maserati logo.png New customers (GFCS acquisition) Business in the VE/CE segment GF Casting Solutions (“GFCS”) Electric Vehicles, Chassis & Structure (“VE/CE”)
Slide 9: Diverse product portfolio to support needs across powertrains
Diverse product portfolio to support needs across powertrains ICE Powertrain E-Mobility, Structure & Chassis Cylinder Engine Transmission Structure & E-Motor PHEV Battery BEV Battery Head Block Housing Chassis Housing Housing Housing Complex castings Large and complex components Strong engineering r
Slide 10: Electrification continues across the global automotive market
Electrification continues across the global automotive market Electric vehicles as a percentage of light vehicle sales United States Europe China 70% 70% 70% 65% 61% 60% 60% 60% 53% 50% 50% 50% 42% 40% 40% 49% 40% 40% 40% 33% 30% 30% 38% 30% 33% 23% 20% 32% 18% 20% 24% 20% 14% 20% 22% 11% 19% 10% 10
Slide 11: Electrification drives incremental Nemak content per vehicle
Electrification drives incremental Nemak content per vehicle Combustion Engine Hybrid Battery Electric Vehicle US$500 - $650(1) US$700 - $1,000(1) >US$1,400(1) Chassis Chassis Hybrid Transmission Chassis Structure Structure Structure Other E-Mobility E-Drive Battery Housings Head, Block & Trans (1)
Slide 12: North Am trade exposure
North Am trade exposure North America • Protected contractual model — Customers take ownership of the product at the plant, assuming full responsibility for logistics, export, and import. • USMCA rules of origin capability — Nemak can comply with current treaty rules (75% regional content), offering
Slide 13: Industry Information and Recent Developments
Industry Information and Recent Developments
Slide 14: Nemak well positioned to navigate industry trends
Nemak well positioned to navigate industry trends Economy Emission regulations Electrification Global trade landscape Light vehicle demand expected to Emission reduction regulations in Transition to e-mobility slowing Trade regulations fostering remain broadly stable amid place, supportive of lightw
Slide 15: Light Vehicle Sales
Light Vehicle Sales Millions of vehicles United States Europe China Brazil -2% 0% -2% 27.0 26.5 +1% 18.5 24.8 25.6 16.2 16.4 16.4 17.1 16.0 16.4 16.0 2.7 2.5 2.6 2.6 19 24 25 26F 19 24 25 26F 19 24 25 26F 19 24 25 26F Sales Source: Nemak analysis
Slide 16: Recent Developments
Recent Developments • On February 12, the acquisition of GF Casting Solutions’ automotive business was successfully completed • Expanded product portfolio: 80% VE/CE • Enhanced technology offering: HPDC – high-tonnage presses • Geographic diversification: Germany, Austria, China, U.S., and Romania •
Slide 17: Management Team
Management Team H. Boyer CEO 30 Business Unit Directors Global Staff Directors E. Saenz K.K.Bentin Lellig A. Sada M. Winterhalter VP Mexico and Global Mexico VP Europe CFO VP Purchasing & Photo Photo Manuf. & Prod. Dev Sustainability 29 32 30 25 M. Ortiz D. Barschkett E. Noyola C. Vasto HR Director
Slide 18: Financial Information
#*Nemak Financial Information
Slide 19: Financials
Financials Revenue (US$ B) EBITDA (US$ M) +15% -15% 169 182 1.4 163 156 149 1.3 1.2 1.2 1.2 1.3 1.2 1.2 143 117 128 2T24 3T24 4T24 1T25 2T25 3T25 4T25 1T26 2T24 3T24 4T24 1T25 2T25 3T25 4T25 1T26 12.9% 13.8% 12.9% 12.3% 14.3% 11.7% 9.6% 9.1% Margin EBITDA Capex (US$ M) Net Debt (US$ M) +77% +12% 109
Slide 20: Debt profile – 1Q26
Debt profile – 1Q26 Debt Profile Mar’26 • Debt composed of bonds and bank financing (US$ M) 629 • 68% fixed rate and 32% variable rate 23 561 18 • 60% in USD, 35% in euros, and 5% in other currencies 576 305 • Committed credit lines available for US$400 23 256 500 million 27 108 282 228 • Corporate
Slide 21: Proforma - Debt Profile
Proforma - Debt Profile Proforma Debt Profile Mar’26* (US$ M) Exploring alternatives to refinance the euro- 795 denominated sustainability-linked bond maturing in 2028 through this issuance. 234 629 23 18 Peso-denominated issuance with euro swaps 341 576 305 290 23 85 500 Long-term bank debt 27 108
Slide 22: ESG
¢Nemak ESG
Slide 23: Sustainability is embedded in our business model
Sustainability is embedded in our business model SBTs fully approved Scope 1&2: 28% reduction Roadmap to Net Zero Scope 3: 14% reduction SLB successfully launched in 2021 By 2030, versus a 2019 baseline 2020: C 2023: A- 2025: A Rating 2021: B 2024: A- Supplier Engagement 2022: B 2025: A- Certificati
Slide 24: Transaction Terms
#Nemak Iovate Lghtwoigiing Transaction Terms
Slide 25: Terms and Conditions
Terms and Conditions Issuer: Nemak, S.A.B. de C.V. Type of issuance: Long-term Certificates (TV 91) Program amount: Up to $10,000,000,000.00, or its equivalent in UDIs, U.S. dollars or other currencies; revolving program Target issuance amount: MXN$4,000 million, with the possibility to oversubscrib
Slide 26: Q&A
/*Nemak Q8&A
Slide 27: Contact – Investor Relations
Contact – Investor Relations Denise Reyes Global Treasury & Investor Relations Director denise.reyes@nemak.com Pedro Pereda Global Investor Relations Manager pedro.pereda@nemak.com Financial reports, press releases and investor materials available at our website: investors.nemak.com
Slide 28: Nemak
6 Nemak Innovative Lightweighting ©Nemak | Public