Ferroglobe Plc · NASDAQ:GSM
Ferroglobe — Seaport 15th Annual Summer Investor Conference 2026
17 slides from Ferroglobe's conference presentation, August 2026
Slide 1: Seaport 15th Annual Summer Investor Conference
Seaport 15th Annual Summer Investor Conference August 18-19, 2026 NASDAQ: GSM
Slide 2: Forward-Looking Statements and Non-IFRS Financial Metrics
FORWARD-LOOKING STATEMENTS AND NON-IFRS FINANCIAL METRICS This presentation contains forward-looking statements within the meaning of Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the United States Securities Exchange Act of 1934, as amended. Forward-looking
Slide 3: Who Is Ferroglobe
WHO IS FERROGLOBE GLOBAL CUSTOMERS WITH DIVERSIFIED END MARKETS Company FERROGLOBE IN FIGURES WELL-DIVERSIFIED REVENUE MIX ($1,335m FY25) Ferroglobe Plc Name Other $149m Silicon Metal RoW United States #1 14% $430m $179m $535m Industry Critical Materials Merchant Of global producer in the Silicon Me
Slide 4: Why Ferroglobe
WHY FERROGLOBE One of the few large platforms in the West for processing critical materials Leading Western producer Critical Material Growth Opportunity • Global presence with a local focus • Capabilities to produce additional critical • #1/#2 producer in the West materials in existing furnaces • F
Slide 5: Fully Integrated SiMe & Si-Alloys Production: A Strategic Advantage
FULLY INTEGRATED SIME & SI-ALLOYS PRODUCTION: A STRATEGIC ADVANTAGE GLOBAL PRESENCE LEADING WESTERN PRODUCER 1 | Raw Materials 2 | Smelting 3 | Metals/Alloys 4 | Customers 5 | End Products Extraction of raw Owns and operates Key products are: (i) Major industries for Aluminum/ materials through effi
Slide 6: Exceptional Capabilities in Critical Materials
EXCEPTIONAL CAPABILITIES IN CRITICAL MATERIALS CRI T I CAL M ATER I ALS STRATEGIC EXPANSION OVERVIEW Current Critical Materials Strengths Time to Market Advantage Silicon metal: Essential for solar, semiconductors, Internal expertise to expedite production: Key success advanced materials, defense in
Slide 7: Streamlined Process to Faster Production
STREAMLINED PROCESS TO FASTER PRODUCTION CRI T I CAL M ATER I ALS DECISION PROCESS DOE & EU List 112 Materials Ferroglobe Screening 60 Critical Materials 9 Critical Materials Existing: Silicon metal Technical Assessment 17 Shortlisted Manganese New: 7 New Critical Metal Magnesium* Supply + Commercia
Slide 8: Protect Core Business
PROTECT CORE BUSINESS OPTIMIZE FOOTPRINT ADVANT AG ES OF FERROGLOBE Trade measures nearing completion ▪ Leveling the playing field; Expect EU silicon metal investigation ▪ Encouraging local supply chain development; Tesla’s planned 100GW solar supply chain Drive margin expansion through higher capac
Slide 9: Strong Diversified Blue Chip Customer Base
STRONG DIVERSIFIED BLUE CHIP CUSTOMER BASE STRONG CUSTOMER BASE LOCAL SUPPLIER IN THE WEST Local Production for local customers – minimal supply chain dependency 100s of Uses Industrial applications depend on Ferroglobe's products — no substitute Demand Onshoring & nearshoring tailwinds accelerating
Slide 10: Venezuela-Related Optionality
VENEZUELA-RELATED OPTIONALITY GRO WTH PATH COMPELLING OPPORTUNIT Y IN VENEZUELA Venezuela Low-cost Opportunity • Strategic access to the U.S.: Logistic and geographic proximity to North America • Large footprint: 90,000 tons of FeSi capacity & 30,000 tons of manganese alloy capacity • Flexibility to
Slide 11: Driving Value Through Capital Stewardship
DRIVING VALUE THROUGH CAPITAL STEWARDSHIP CAP I TAL MA NAGE MENT SHAREHOLDER FRIENDLY CAPITAL POLICY Debt Reduction: $514M → $131M 514 Consistent Dividends 450 Initiated Q1 2024; increased 8% in Mar 2025, 7% in Mar 2026 to $0.015/share quarterly with 1.4% annual yield Share Repurchases 239 Opportuni
Slide 12: Solid Long-Term Growth Opportunities in Critical Materials & Venezuela Optionality
SOLID LONG-TERM GROWTH OPPORTUNITIES IN CRITICAL MATERIALS & VENEZUELA OPTIONALITY INVESTMENT SUM MARY GROWTH OPPORTUNITIES • Expanding critical materials platform - Successfully tested ferromolybdenum and magnesium production • Optimizing footprint to increase capacity utilization & implementing co
Slide 13: Appendix ─ Supplemental Information
Appendix ─ Supplemental Information 13
Slide 14: Significant Progress on Trade Measures
SIGNIFICANT PROGRESS ON TRADE MEASURES TRADE M EASURES OVERVIEW Trade Measures – United States Trade Measures – European Union U.S. FeSi Combined Antidumping (AD) & Countervailing Duties (CVD) EU Ferroalloys Safeguards Final1 Final General Total Finalized by European Country AD CVD Combined Determin
Slide 15: Strong Silicon Growth Expected in EV & Solar
STRONG SILICON GROWTH EXPECTED IN EV & SOLAR SI L I CON ME TAL COMPELLING OPPORTUNIT IES Silicon Metal Demand for Solar & Electronics (*) (kt) Total Global Silicon Metal Demand Forecast(*) (kt) 2,231 + 6% CAGR 2,064 + 4% 5,814 CAGR 1,927 5,518 1,809 5,256 5,009 1,674 1,631 4,701 4,686 2025 2026E 202
Slide 16: A Leading Western Producer
A LEADING WESTERN PRODUCER FOOTPRINT LEADING WESTERN SUPPLIER Europe # 1 SiMe producer # 2 Si-Based & Mn-Alloys (1) Americas # 1 SiMe & Si-Based alloys producer Global Production Capacity (kt) Metallurgical sites North South South Europe Total America America Africa Mines (2) Silicon Metal 184.0 93.
Slide 17: Investor Relations
Investor Relations Media Inquiries Alex Rotonen, CFA Cristina Feliu Roig Vice President, Investor Relations VP, Communications & Public Affairs investor.relations@ferroglobe.com corporate.comms@ferroglobe.com NASDAQ: GSM
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