Amg Critical Materials N.v. · EURONEXT:AMG
Amg Critical Materials — Shareholder Meeting (May 2026)
11 slides from Amg Critical Materials's shareholder meeting presentation, May 2026
Slide 1: AMG Critical Materials: It's in the Name
AMG CRITICAL MATERIALS: IT’S IN THE NAME Financial Presentation | Annual General Meeting May 2026 AMG Critical Materials in the Periodic Table of Elements 1
Slide 2: Table of Contents
TABLE OF CONTENTS 2025 Financial Highlights 3 Q1 2026 Financial Highlights 5 Operational Update 7 AMG Engineering – Hanau, Germany 2
Slide 3: FY 2025 Financial Highlights
FY 2025 FINANCIAL HIGHLIGHTS • AMG’s adjusted EBITDA performance was mainly due to the strength of our Technologies business, which more than doubled year-over-year ADJUSTED driven by higher profitability in AMG Antimony and AMG Engineering. EBITDA: $235M • Full year 2025 was AMG’s third highest adj
Slide 4: Divisional Financial Highlights – FY 2025 vs. FY 2024
DIVISIONAL FINANCIAL HIGHLIGHTS – FY 2025 VS. FY 2024 REVENUE (IN MILLIONS OF US DOLLARS) ADJUSTED GROSS MARGIN (IN MILLIONS OF US DOLLARS) FY 2025: $1,708.3 MILLION FY 2024: $1,439.9 MILLION FY 2025: 19.7% FY 2024: 17.9% FY 2025 FY 2025 $163.1 AMG Lithium FY 2024 10.8% FY 2024 $181.6 AMG Lithium 18
Slide 5: Q1 2026 Financial Highlights
Q1 2026 FINANCIAL HIGHLIGHTS GROSS PROFIT: • AMG’s gross profit of $87 million in Q1 2026 was 26% higher $87M than in Q1 2025. ADJUSTED • Adjusted Q1 2026 EBITDA of $44 million was 2% higher than in EBITDA: $44M Q4 2025 and exceeded our guidance that Q1 2026 would be down sequentially. • Cash & cash
Slide 6: Q1 2026 Revenue & Adjusted EBITDA by Segment
Q1 2026 REVENUE & ADJUSTED EBITDA BY SEGMENT AMG LITHIUM AMG VANADIUM (IN MILLIONS OF US DOLLARS) (IN MILLIONS OF US DOLLARS) $61.4 $60.6 $181.1 $153.8 $161.0 $154.0 $156.5 $37.0 Revenue Revenue $32.0 $32.7 increased $20.9 increased $19.5 18% vs. 89% vs. $15.4 $5.4 Q1 ‘25 $13.1 $11.4 Q1 ‘25 $4.1 $2.
Slide 7: Operational Update – AMG Lithium
OPERATIONAL UPDATE – AMG LITHIUM • The refinery in Bitterfeld, Germany has continued to ramp up its production, consistently producing in specification battery-grade lithium hydroxide and progressing customer qualifications as planned. We expect to begin commercial production around mid-year and to
Slide 8: Operational Update – AMG Vanadium
OPERATIONAL UPDATE – AMG VANADIUM • In April 2025, AMG approved a capital investment of $15 million to establish an aluminothermic production facility to manufacture chrome metal in the US. On June 17, AMG will host the opening of the facility, which will have an annual capacity of up to 6,500 tons
Slide 9: Operational Update – AMG Technologies
OPERATIONAL UPDATE – AMG TECHNOLOGIES • As announced in January 2026, AMG LIVA will install its industrial battery, the Hybrid Energy Storage System (“Hybrid ESS”), at Aramco’s existing solar plant in Tabuk, Saudi Arabia. AMG LIVA’s Hybrid ESS can help reduce the carbon emissions of the energy suppl
Slide 10: Cautionary Note
CAUTIONARY NOTE This document contains proprietary information and is being provided solely for information purposes by AMG Critical Materials N.V. (The “Company”) and may not be reproduced in any form or further distributed to any other person or published, in whole or in part, for any purpose, exc
Slide 11: Everything that can be recycled will be recycled.
LITHIUM HYDROXIDE – BITTERFELD, GERMANY LIVA BATTERY LITHIUM LAB MINAS GERAIS – BRAZIL LITHIUM TAILINGS This announcement appears as a matter of record. ENGINEERING – HANAU, GERMANY AMG’s LAW: “Everything that can be recycled will be recycled.” MELTSHOP – ZANESVILLE, OHIO AMG Critical Materials N.V.
AMG Critical Materials — Shareholder Meeting (May 2026) on 6ix