Sociedad Quimica Y Minera De Chile Sa Pfd Series A · BCS:SQM_A
Sociedad Quimica Y Minera De Chile Sa Pfd Series A — SQM — Q4 2024 Earnings Presentation
12 slides from Sociedad Quimica Y Minera De Chile Sa Pfd Series A's earnings presentation, March 2025
Slide 1: 4Q2024 Results Presentation
4Q2024 RESULTS PRESENTATION March 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: Summary of Fourth Quarter 2024 Results
Summary of Fourth Quarter 2024 Results US$1,074m US$294m US$120m US$328m 31% % Change % Change % Change % Change % Change Q-on-Q Q-on-Q Q-on-Q (38)% Q-on-Q (18)% Q-on-Q (2)% (0.3)% 5% Y-on-Y Y-on-Y Y-on-Y Y-on-Y (57)% Y-on-Y (27)% (18)% (27)% (73)% Trend Trend Trend Trend Trend Revenues Contribution
Slide 4: Results Key Drivers 4Q2024 vs 4Q2023
Results Key Drivers 4Q2024 vs 4Q2023 Lithium: sales volumes growth (+13%), significantly lower year-on-year average sales prices (-41%) Iodine: lower sales volumes (-2%), higher average sales prices (+5.4%) SPN: higher sales volumes (+5%), offset by lower year-on-year average sales prices (-5%) Pota
Slide 5: SQM Lithium: Record-High Volumes into a Low-Price Environment
SQM Lithium: Record-High Volumes into a Low-Price Environment Lithium and derivatives Global Lithium Chemical Market • Estimated annual global EV sales growth over 25% in 2024. FY2024 Gross Profit: $575 million • We expect the global lithium market demand to grow ~17% in 2025. FY2024 Revenues: $2,24
Slide 6: 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 2025 from lithium sulfate, 40,000 MT Aust
Slide 7: 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 8: 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 • We expect that total demand could grow by 2% in 2025. FY2024 Gross Profit US$523 million • Market remains tight with high prices and limited supply. FY2024 Revenues: US$968 million
Slide 9: Specialty Plant Nutrition: Demand and Sales Volumes Recovery Accelerates
Specialty Plant Nutrition: Demand and Sales Volumes Recovery Accelerates Specialty Plants Nutrition Global KNO3 Market FY2024 Gross Profit US$167 million • We expect a back- to- normal market growth rate around 4-5% in 2025 FY2024 Revenues: US$942 million compared to 2024. SQM KNO3 • We expect our s
Slide 10: Industrial Chemicals: Stable Outlook Confirmed
Industrial Chemicals: Stable Outlook Confirmed Industrial Chemicals Global Industrial Chemicals Market FY2024 Gross Profit US$31 million • Industrial potassium nitrate FY2024 Revenues: US$78 million market prices remains relatively stable. SQM • We expect flat sales volumes in 2025 compared to 2024.
Slide 11: Potassium: Demand Recovery and Increased Sales Volumes
Potassium: Demand Recovery and Increased Sales Volumes Potassium Global Potash Market FY2024 Gross Profit US$34 million • Market size recovery. We believe that total potash market FY2024 Revenues: US$271 million surpassed 72 million MT in 2024. SQM Potassium • Potassium sales volumes are expected to
Slide 12: Contact information
Contact information Gerardo Illanes CFO gerardo.illanes@sqm.com Isabel Bendeck Investor Relations isabel.bendeck@sqm.com