Slide 1: Earnings Conference Call Q2 2026
Earnings Conference Call Q2 2026 KEY FINANCIAL FIGURES
Slide 2: Forward Looking Statement
Forward Looking Statement Certain statements in this presentation may be forward‐looking within the meaning of applicable securities laws. Such forward‐looking statements are based on a number of estimates and assumptions that the Company believes are reasonable when made, including that 5N+ will be
Slide 3: Financial Highlights
Financial Highlights ＞ Revenue in Q2 2026 increased by 28% to $122.4 million, compared to $95.3 million in Q2 2025, primarily reflecting higher volumes in Specialty Semiconductors and Performance Materials. ＞ Adjusted EBITDA1 in Q2 2026 increased by 10% to $26.6 million, compared to $24.1 million in
Slide 4: Revenue
Revenue Quarter ended June 30, 2026 Revenue Revenue – Quarterly Comparison (IN MILLIONS OF USD) (IN MILLIONS OF USD) $122.4 $117.9 $113,3 $9.1 $104.9 $102.0 $95.3 $18.0 $95.3 $122.4 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q2 2025 SPECIALTY PERFORMANCE Q2 2026 SEMICONDUCTORS MATERIALS Revenue in Q2 2
Slide 5: Adjusted EBITDA & EBITDA
Adjusted EBITDA & EBITDA Quarter ended June 30, 2026 Adjusted EBITDA (IN MILLIONS OF USD) $24.1 $26.6 Adjusted EBITDA in Q2 2026 increased by 10% to $26.6 million, representing an Adjusted EBITDA margin1 of 21.7%, compared to $13.5 $24.1 million, or an Adjusted EBITDA margin of 25.3%, in Q2 2025. Q2
Slide 6: Backlog
Backlog Quarter ended June 30, 2026 Backlog (IN NUMBER OF DAYS) Backlog stood at $420.0 million, representing 313 days of annualized revenue as at June 30, 2026, 23 days lower than in the previous 353 quarter and 16 days higher than as at June 30, 2025. 336 Bookings1 for Specialty Semiconductors dec
Slide 7: Non-IFRS Measures
Non-IFRS Measures Quarter ended June 30, 2026 Adjusted EBITDA Adjusted EBITDA means operating earnings (loss) as defined before (in thousands of U.S. dollars) Q2 2026 Q2 2025 YTD 2026 YTD 2025 $ $ $ $ the effect of impairment of inventories, share-based compensation Revenues 122,358 95,311 240,251 1
Slide 8: Non-IFRS Measures
Non-IFRS Measures Quarter ended June 30, 2026 EBITDA EBITDA means net earnings (loss) before interest expenses, income tax Q2 2026 Q2 2025 YTD 2026 YTD 2025 (in thousands of U.S. dollars) $ $ $ $ expense (recovery), depreciation and amortization. 5N+ uses EBITDA Net earnings 19,671 15,227 37,433 24,
Slide 9: Non-IFRS Measures
Non-IFRS Measures Quarter ended June 30, 2026 Net debt Net debt is calculated as total debt less cash. Any introduced IFRS 16 As at As at (in thousands of U.S. dollars) June 30, 2026 December 31,2025 reporting measures in reference to lease liabilities are excluded from the $ $ calculation. 5N+ uses
Slide 10: Enabling Performance
5N-- Enabling Performance