Ternium S.A. · NYSE:TX
Ternium — Investor Day (October 2026)
19 slides from Ternium's investor day presentation, Oct 8, 2026
Slide 1: Ternium NYSE - October 8, 2026
p Yrernium NYSE - October 8, 2026. see eee | le
Slide 2: Forward-Looking Statements and Non-IFRS Alternative Performance Measures
Forward-Looking Statements and Non-IFRS Alternative Performance Measures This presentation contains certain forward-looking statements and information relating to Temnium S.A. and its subsidiaries (collectively, "Tetnium’) that are based on the current beliefs of its management as well as assumption
Slide 3: Twenty Years of Growth
TWENTY YEARS OF GROWTH OUR MARKETS + MEXICO + BRAZIL + ARGENTINA OPERATIONAL EXCELLENCE CONCLUSION
Slide 4: Twenty Years of Growth
Twenty Years of Growth
Slide 5: Twenty Years of Growth and Transformation
Twenty Years of Growth and Transformation Step by step, Ternium built a leading steel platform across Latin America Shipments Expanded Capacity Ez = = se Slab ae 162 +244% 53 aim rorrasa USMINAS J Fi a HRC a 197 +275% 105 H H crc 4 89 114 +377% 12 GAL a 55 +373% #2006 =2027e 3d capacity fons - 2006
Slide 6: Slide 6
Slide 7: Twenty Years of Growth and Transformation: Product platform
Twenty Years of Growth and Transformation Product platform — built step by step across the Americas Enhanced Product Platform Strengthened R&D Capabilities Broader Product Range Shipments to industrial and high-value customers Ternium Lab - Our platform for in-house product development, jensional ra
Slide 8: Strong growth, solid balance sheet and growing dividends
Twenty Years of Growth and Transformation Strong growth, solid balance sheet and growing dividends to shareholders Significant M&A activity (2006-2010) Mx of MBA & organic growth (2011-2021) Pesqueria expansion & integration (2022-126) Acquisition of Grupo imsa and Ferrasa Acquisitions in Brazil and
Slide 9: Mexico
Slide 10: Mexico: Capitalizing on North American Integration
Mexico: Capitalizing on North American Integration A unique industrial platform for growth Positive Momentum Significant Growth Potential Total shipments (milion tons)- Flat steel market : A platform designed to expand our market footprint: A stronger defense of the domestic industry: share (tat ste
Slide 11: Brazil
Slide 12: Brazil
Brazil A solid industrial base to further develop our market footprint Significant Room to Grow Usiminas: Focus on Enhancing Operations Promoting a Fair Market e Industial Platform Adjusted EBITDA & margin Labor productivity (wi Flat product imports Strong industrial platfom in Braz, anchored by Tem
Slide 13: Argentina
Slide 14: Argentina: From stabilization to growth
Argentina From stabilization to growth MACRO INDICA TORS EXPORTS & INVESTMENT | New Engines of Growt! Monthly inflation 17% Country risk (EMB1) 526 ‘Average monthly exports by sector (USO mon arctdong 28 Ae 28 p.Dec23 050526 sep26 309 RIG! sa +18% ~US$200bn wn 49 projects - Us$66bn Oita gas and ‘Agr
Slide 15: Operational Excellence
— perational Exc @
Slide 16: Operational Excellence
Operational Excellence An integrated management model driving cost competi ] INTEGRATED MANAGEMENTMODEL | MANAGEMENT MODEL OPERATIONAL EFFICIENCY (eosr saunas”) $250m | gereet in.2025 “$4 25m Targeted by 2026 iveness across our operations Steel production Equipment performance improvement, PCI usage
Slide 17: Conclusion
Conclusion
Slide 18: Conclusion: Key Messages
Conclusion Key Messages (1) Over the past 20 years, we have built a leading position in Latin America’s key steel markets. oS We are ready to leverage on our capabilities to capture new business opportunities across our markets. C3] We will continue improving our performance through operational exce
Slide 19: Thank You
Thank You