Iskenderun Demir Ve Celik As · BIST:ISDMR
Iskenderun Demir Ve Celik As — H1 2026 Earnings Presentation
12 slides from Iskenderun Demir Ve Celik As's earnings presentation, Aug 6, 2026
Slide 1: 2026 6 Months Investor Presentation
2026Months 6 Investor Presentation 06.08.2026 1
Slide 2: 2026 Market Overview
< ispeMiR )) 2026 Market Overview
Slide 3: Commodity Prices
3 200 300 400 500 100 200 300 USD/TON USD/TON Jul-24 Jul-24 Aug-24 Aug-24 Sep-24 Sep-24 Oct-24 Oct-24 Nov-24 Nov-24 Dec-24 Dec-24 Jan-25 Jan-25 Feb-25 Feb-25 Source: Platts / IODEX Mar-25 Mar-25 Apr-25 Apr-25 May-25 May-25 Jun-25 Jun-25 COMMODITY PRICES Jul-25 Jul-25 Aug-25 Aug-25 Scrap Prices Sep-2
Slide 4: Turkish Steel Industry
TURKISH STEEL INDUSTRY PRODUCTION (MN TONS) EXPORTS (MN TONS) 20.8 21.9 8.0 8.5 7.7 7.8 3.4 3.1 12.8 13.4 4.0 4.1 0.3 0.6 6M 2025 6M 2026 6M 2025 6M 2026 CONSUMPTION (MN TONS) IMPORTS (MN TONS) 19.9 18.6 9.3 9.3 9.0 9.8 4.4 4.4 0.8 0.8 9.6 10.1 4.1 4.1 6M 2025 6M 2026 6M 2025 6M 2026 4 Source: TSPA
Slide 5: 2026 6M Results
cS y) 7026 6M Results
Slide 6: Financial and Operational Results
FİNANSAL VE OPERASONEL SONUÇLAR - 2022 9A 155 Million USD 207 Million USD EBITDA Net Profit 2.7 Million Tons 2.6 Million Tons 1,526 Million USD Total Production Total Sales Revenue 6
Slide 7: Operational Indicators
OPERATIONAL INDICATORS LIQUID STEEL PRODUCTION (000 TONS) CRUDE STEEL CAPACITY UTILIZATION RATIO 91% 95% 95% 80% 75% 2,772 2,816 1,371 1,426 1,390 Q2 2025 Q1 2026 Q2 2026 6M 2025 6M 2026 2022 2023 2024 2025 6M 2026 PRODUCTION* (000 TONS) SALES VOLUME** (000 TONS) 2,633 2,670 2,559 2,622 366 497 367
Slide 8: Financial Indicators
FINANCIAL INDICATORS NET SALES REVENUE* (USD MN) EBITDA PER TON (USD/TON) 1,487 1,526 298 303 407 743 800 726 149 132 171 208 104 1,080 1,223 57 66 58 63 535 594 629 Q2 2025 Q1 2026 Q2 2026 6M 2025 6M 2026 2020 2021 2022 2023 2024 2025 6M 2026 Export Domestic EBITDA NET PROFIT 10.2% 9.6% 13.6% 11.2%
Slide 9: Cost of Sales Breakdown (%)
COST OF SALES BREAKDOWN* (%) 6M 2026 RAW MATERIALS BREAKDOWN 9 Other Depreciation and Amortization Exp. 5 Personnel Expenses Iron Ore&Pellet Coal Scrap Other 8 4 Purchased Energy Expenses 43% 32% 9% 16% 74 Raw Materials 2025 11 Other Depreciation and Amortization Exp. Iron Ore&Pellet Coal Scrap Othe
Slide 10: Sustainability
SUSTAINABILITY 10 Erdemir and İsdemir's Net Zero Roadmap.
Slide 11: Investor Relations Contact
investorrelations@erdemir.com.tr www.isdemir.com.tr/investor-relations/ +90 216 578 80 61 11
Slide 12: Disclaimer
DISCLAIMER İskenderun Demir ve Çelik A.Ş. (İsdemir) may, when necessary, make written or verbal announcements about forward-looking information, expectations, estimates, targets, assessments and opinions. İsdemir has made the necessary arrangements about the amounts and results of such information t
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