Sociedad Quimica Y Minera De Chile Sa Pfd Series A · BCS:SQM_A
Sociedad Quimica Y Minera De Chile Sa Pfd Series A — SQM — Investor Presentation (August 2025)
19 slides from Sociedad Quimica Y Minera De Chile Sa Pfd Series A's investor presentation, August 2025
Slide 1: Corporate Presentation August 2025
CORPORATE PRESENTATION August 2025
Slide 2: Customary note regarding forward-looking statements
This presentation release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as: “anticipate,” “plan,” “believe,” “estimate,” “expect,” “strate
Slide 3: SQM at a Glance: Strong Performance Across All Business lines
SQM at a Glance: Strong Performance Across All Business lines LTM* Revenues: US$4.2 billions | LTM Adjusted EBITDA1: US$1.3 billions LTM Adjusted EBITDA Margin : 31% | NFD*/Adjusted EBITDA: 1.8x Lithium and Specialty Plants Iodine and Industrial Potassium derivatives Nutrition derivatives chemicals
Slide 4: Responsible Business Strategy
Delivering Sustainable Solutions to Global Challenges Responsible Responsible Processes Research and Development Development, research and innovation. Business Reduce our ecological footprint and protect Create unique solutions for global markets that enable us to enhance the company´s value in a su
Slide 5: Our commitment to Sustainability
Our commitment to Sustainability Member of the United Nations Global Compact, Global Battery Alliance, DJSI World, DJSI Emerging Markets, DJSI Chile and DJSI MILA Pacific Alliance, holder of IRMA75. Brine extraction reduction Participated in CDP climate change and SBTi evaluations. by 50% by 2028 SQ
Slide 6: Global Presence and Diversified Sales Channels
Global Presence and Diversified Sales Channels Europe North America 15% 17% Latam & Asia & Others Caribean 59% 5% Commercial Offices Chile Joint Venture Production Plants 4% Mining Operations SQM – Corporate Presentation 6 Note: Revenues for the last twelve months ending June 30, 2025.
Slide 7: Summary of Second Quarter 2025 Results
Summary of Second Quarter 2025 Results US$1,043m US$254m US$88m US$308m 30% % Change % Change % Change % Change % Change Q-on-Q Q-on-Q Q-on-Q (56)% Q-on-Q (14)% Q-on-Q (15)% 0.6% (17)% Y-on-Y Y-on-Y Y-on-Y Y-on-Y (28)% Y-on-Y (10)% (19)% (34)% (59)% Trend Trend Trend Trend Trend Revenues Contributio
Slide 8: Results Key Drivers 2Q2025 vs 2Q2024
Results Key Drivers 2Q2025 vs 2Q2024 • Lithium: almost flat sales volumes growth (+2%), with lower year-on-year average sales prices (-34%) • Iodine: higher average sales prices (+9%) and lower sales volumes (-8% ) • Potassium: significant lower sales volumes (-55%) and higher average sales prices (
Slide 9: SQM Lithium: Almost Flat Sales Volumes into a Low-price Environment
SQM Lithium: Almost Flat Sales Volumes into a Low-price Environment Lithium and derivatives Global Lithium Chemical Market • We expect the global lithium market demand to grow ~17% in 2025. LTM Gross Profit: $410 million • Strong EV and BESS sales growth especially in China LTM Revenues: $ 1,977 mil
Slide 10: SQM Lithium: Integrated Production, Sustainable Solutions, Full Traceability
SQM Lithium: Integrated Production, Sustainable Solutions, Full Traceability Chile Australia China Chile: capacity expansions: China: SQM´s lithium lithium carbonate to 240,000 MT in 2026 hydroxide refinery + tolling lithium hydroxide to 100,000 MT by end of from lithium sulfate, 2025 40,000 MT Aust
Slide 11: Iodine and Derivatives: Capturing Demand Growth in High Price Environment
Iodine and Derivatives: Capturing Demand Growth in High Price Environment Iodine and derivatives Global Iodine Market • Updating global demand growth to less than 1% in 2025 compared to LTM Gross Profit US$523 million 2024. LTM Revenues: US$985 million • Market remains tight with high prices and lim
Slide 12: SQM Nitrates and Iodine: Maintaining Leading Position & Supporting Future Growth
SQM Nitrates and Iodine: Maintaining Leading Position & Supporting Future Growth TARAPACÁ Brownfield Projects : additional REGION capacity of 1,500 MT of iodine and 90,000 MT of nitrates salts Nueva Victoria Greenfield Projects: additional 2,500 MT of iodine capacity and 250,000 MT of nitrates salts
Slide 13: Specialty Plant Nutrition: Demand and Sales Volumes Recovery Accelerates
Specialty Plant Nutrition: Demand and Sales Volumes Recovery Accelerates Specialty Plants Nutrition Global KNO3 Market LTM Gross Profit US$146 million • We expect a back- to- normal market growth rate around 4-5% in 2025 LTM Revenues: US$946 million compared to 2024. SQM KNO3 • Upward pressure on pr
Slide 14: Potassium: Demand Recovery and Increased Sales Volumes
Potassium: Demand Recovery and Increased Sales Volumes Potassium Global Potash Market LTM Gross Profit US$28 million • Strong market demand and LTM Revenues: US$217 million some supply disruptions have led to upward pressure on prices. • We believe the total market size to be around 72 million tons
Slide 15: Industrial Chemicals: Stable Outlook Confirmed
Industrial Chemicals: Stable Outlook Confirmed Industrial Chemicals Global Industrial Chemicals Market LTM Gross Profit US$28 million • Industrial potassium nitrate LTM Revenues: US$74 million market prices remains relatively stable. SQM • We expect flat sales volumes in 2025 compared to 2024. ~32%
Slide 16: Ownership & Dividends: Delivering Robust Growth and Profitability
Ownership & Dividends: Delivering Robust Growth and Profitability 21% 21% 15% 16% Bank of New York Mellon (ADRS) 13% Tianqi Ownership Structure1 14% Pampa Group Kowa Group 2% 2% Chilean Pension Funds 22% 22% Others 26% 26% 1 According to the Shareholder Registry as of June 30, 2025 SQM – Corporate P
Slide 17: Dividends: Delivering Robust Growth and Profitability
Dividends: Delivering Robust Growth and Profitability 2025 Dividend Policy: Dividend payout: 30% of 2025 Net Income SQM – Corporate Presentation 17
Slide 18: Agreement with CORFO
Agreement with CORFO Payments Li2CO3 LiOH KCL US$/MT % US$/MT % US$/MT % Production Allowance* < 4,000 6.8 < 5,000 6.8 <300 3 4,000 – 5,000 8 5,000 – 6,000 8 300 – 400 7 Total production quota 2018-2030: 349,553 MT of LME or ~2.2 5,000 – 6,000 10 6,000 – 7,000 10 400 – 500 10 million metric tons of
Slide 19: Contact information
Contact information Isabel Bendeck Head of Investor Relations isabel.bendeck@sqm.com