Nemak Sab De Cv · BMV:NEMAK/A
Nemak Sab De Cv — Barclays EM Corporate Days Conference 2026
34 slides from Nemak Sab De Cv's conference presentation, June 2026
Slide 1: Barclays EM Corporate Days Conference 2026
Barclays EM Corporate Days Conference 2026 June 2026
Slide 2: Overview & Investment Thesis
Overview & Investment Thesis
Slide 3: Nemak at a Glance
Nemak at a Glance Revenue* US$5.3 - 5.5 B EBITDA* US$630 - 650 M Established 1979 Footprint 53 plants across 15 countries Employees ~ 27,400 *2026 Guidance | Nemak & former GF Casting Solutions
Slide 4: Global Footprint
Global Footprint 20 Europe Dillingen, GER Pilsting, GER Saarlouis, GER Wernigerode, GER Altenmarkt, AUT Herzogenburg, AUT 24 North America Linz, AUT Bielsko-Biała, POL Žiar nad Hronom, SVK Alabama, USA Most, CZE Georgia, USA Podborany, CZE Kentucky, USA Győr, HUN Tennessee, USA Pitesti, ROU Wisconsi
Slide 5: Diverse and growing customer base
Diverse and growing customer base File:Maserati logo.png New customers, GFCS E-Mobility, Structure & Chassis
Slide 6: Investment thesis
Investment thesis High barriers to entry • Highly-engineered components • Complex and large aluminum and magnesium castings • Sole supplier in 90% of awarded business Ability to capitalize on any electrification scenario • Product portfolio spanning ICE, hybrid & electric vehicles • Leadership posit
Slide 7: Diverse product portfolio to support needs across powertrains
Diverse product portfolio to support needs across powertrains ICE Powertrain E-Mobility, & Structure & Chassis Cylinder Engine Transmission Structure & E-Motor PHEV Battery BEV Battery Head Block Case Chassis Housing Housing Housing Complex castings Large and complex components Strong engineering re
Slide 8: Electrification drives incremental Nemak content per vehicle
Electrification drives incremental Nemak content per vehicle Combustion Engine Hybrid Battery Electric US$500 - $650(1) US$700 - $1,000(1) >US$1,400(1) Chassis Other E-Mobility Chassis Hybrid Trans Chassis Structure Structure Battery E-Drive Housings Structure Head, Block & Trans Head & Block (1) Ne
Slide 9: Recent developments
#Nemak Iovate Lghtwoigiing Recent developments
Slide 10: Recent developments
Recent developments • On February 12, the GF Casting Solutions acquisition was successfully closed • On April 1, Hervé Boyer took office as Nemak CEO, following a planned succession process • On May 5, Nemak was included in the Dow Jones Best-in- Class Sustainability Indices (DJBIC)
Slide 11: Industry
#*Nemak Industry
Slide 12: Industry
Industry Light Vehicles Sales SAAR (M Units) (1) 35.0 China (April Sales: 1.6M vehicles) ▪ Sales declined to wait and see effect of Beijing Auto Show 30.0 ▪ ICE vehicle sales dropped 37%, NEV penetration over 61% USA (April Sales: 1.4M vehicles) 26.3 25.0 22.2 23.5 ▪ Notable decrease due to last yea
Slide 13: Regional trends indicate a more gradual electrification
Regional trends indicate a more gradual electrification BEV share as a percentage of Light Vehicle Sales United States Europe China 70% 70% 70% 65% 61% 60% 60% 60% 53% 50% 50% 50% 42% 40% 40% 49% 40% 40% 40% 33% 30% 30% 38% 30% 23% 33% 20% 18% 32% 20% 24% 20% 14% 20% 11% 22% 19% 10% 10% 10% 7% 6% 9%
Slide 14: North Am trade exposure
North Am trade exposure North America • Contractually, customers bear the responsibility to pay import duties and tariffs • Nemak products compliant with USMCA with regional content requirements (75%) • Solid competitive position; sole supplier in more than 90% of all contracts 9 Plants US$651 M • N
Slide 15: Financials
#*Nemak Financials
Slide 16: Financials
Financials Revenue (US$ B) EBITDA (US$ M) 1.4 182 1.3 1.2 1.3 1.2 1.2 163 169 1.2 1.2 156 149 143 117 128 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 12.9% 13.8% 12.9% 12.3% 14.3% 11.7% 9.6% 9.1% EBITDA Margin Capex (US$ M) Net Debt (US$ B) 113 1,753 1,765 1,791 1
Slide 17: Sustainability
¢Nemak Sustainability
Slide 18: Nemak's Sustainability Framework
Nemak’s Sustainability Framework Mobilizing for Accelerating Leading the Planet Equity Change Environment Social Governance Material topics Climate Change Health & Safety Responsible Supply Chain Management Circular Economy Working Conditions & Employee Well-being Business Ethics Innovation Product
Slide 19: Nemak's ESG Performance
Nemak‘s ESG Performance From Action to Results Ratings ESG Frameworks 2023: A- Near term: Aligned with Paris 2024: A- Well-below Agreement and 2025: A- 2°C by 2030 Validated by SBTi 2022: 55 Points – 93 Percentile 2023: 52 Points – 92 Percentile Certified Top employer – 2025 in 6 2024: 57 Points – 9
Slide 20: ASI is our foundation to aligned on-site ESG efforts
ASI is our foundation to aligned on-site ESG efforts Sets internal standards Sets external standards along the value chain along the supply chain Certification provides assurance for responsible practices and responsible sourcing
Slide 21: 13 Nemak plants are ASI Performance Standard Certified, and 8 plants ASI CoC certified
13 Nemak plants are ASI Performance Standard Certified, and 8 plants ASI CoC certified JUN 2022 MAR 2024 JUN 2024 DEC 2024 JAN 2025 JUN 2025 SEP 2025 SEP 2025 Nov 2025 Dec 2025 Jan 2026 Jan 2026 MEMBER Nemak´s 3 PS 3 PS 1 CoC 1 PS 1 PS 2 PS 1 CoC 1 CoC 1 PS 1 CoC 2 PS ASI Certifications Certificatio
Slide 22: 8 more Nemak plants have been audited in 2025 and 2026
8 more Nemak plants have been audited in 2025 and 2026 and certificates are expected soon OCT 2025 NOV 2025 NOV 2025 Jan 2026 1 PS Audit 4 PS Audits 1 PS and 1 1 PS Audit Chongqing and CoC Wernigerode 1 CoC Audit Audit Mexico: Györ 1&2, 3&4, HPDC, Mach & EMC PS: Performance Standard CoC: Chain of Cu
Slide 23: Transition to Net Zero
Transition to Net Zero Min. 28% CO2 footprint reduction by 2030 I Carbon neutrality by latest 2050
Slide 24: Nemak's GHG emission inventory
Nemak‘s GHG emission inventory Breakdown of Nemak’s 2025 Emission driver by Emissions Footprint category Scope 1 14% Scope 1 • Natural Gas • Diesel Reduction plan & targets by Scope 2 8% Fuel & Energy • Oil 7% related category 10% Others Scope 2 Targets • Electricity Purchases • Scope 1 & Scope 2: 1
Slide 25: Nemak's Climate Strategy
Nemak’s Climate Strategy Green Production Green Products Green Sourcing Products for Energy Renewable Innovation & Fuel Switch Life Cycle emissions free Recycled Green Value Chain Efficiency Energy Net Zero (LCA) & hybrid aluminum primary Partnership Offering vehicles Key Objectives: Key Objectives:
Slide 26: Sustainability Dashboard – 2025
Sustainability Dashboard – 2025 Ratings 2025 Progress towards Scope 1 & 2 Reduction Renewable Electricity Share (in %) CDP A- - 22% - 28% Climate (SBTi) (SBTi) 1,261,607 2023 2024 2025 Target CDP SER A 2025: 25% 1,040,826 55 978,357 979,669 914,665 50 2030: 100% CSA 95th %, 38 32 32 31 35 inclusion
Slide 27: Nemak's decarbonization levers & estimated contribution to S1 & S2 reduction until 2050
Nemak’s decarbonization levers & estimated contribution to S1 & S2 reduction until 2050 1400000.0 %’s represent estimated contribution to Scope 1 & 2 1200000.0 20% emissions reduction Scope 1 &2 in Tons CO2 1000000.0 800000.0 30% 600000.0 25% 5% 400000.0 200000.0 30% -
Slide 28: Our perspective on Scope 3
Our perspective on Scope 3 Long-term Primary equivalent Secondary and Future Customer Green primary agreements with foundry alloys green alloys are technologies still negotiations resources are suppliers as (PEFA) with high key to need further needed to adjust limited “preferred secondary content de
Slide 29: Scope 3 Emission Intensity
Scope 3 Emission Intensity Energy intensity improved; however, overall emissions increased due to a lower share of renewable energy in 2025 Global S3 Emission Intensity (emissions in tCO2/ ton of goods produced) Emission Breakdown 2025 Scope 3 2% 2% 1% 7% -2,48% 2% 223.022 365.906 336.285 -1,6% 6.71
Slide 30: Green Aluminum key driver of decarbonization
Green Aluminum key driver of decarbonization PFA PFA PEFA SFA (Primary Found Alloy) Low Carbon (Primary equivalent (Secondary Foundry Alloy) Foundry Alloy) Primary Low Carbon Primary Low carbon Primary Secondary alloys made (Alumina+Bauxite) (Alumina+Bauxite) High prime recycled share out of recycle
Slide 31: Strategy for Sustainable Purchasing
Strategy for Sustainable Purchasing Clear requirements and expectations, critical for supplier engagement To be implemented Nemak´s External CO2 CDP ISO Energy Assessments Assessment Targets ASI* Certification 50001 Third party (EcoVadis) on site Assessments All Supplier Quick/Self Minimum and/or Ba
Slide 32: Q&A
#*Nemak Q&A
Slide 33: Contact – Investor Relations | Sustainability
Contact – Investor Relations | Sustainability Denise Reyes Sabine Sigle Global Treasury & Investor Relations Director Global Sustainability Sr. Manager denise.reyes@nemak.com sabine.sigle@nemak.com Pedro Pereda Global Investor Relations Manager pedro.pereda@nemak.com Financial reports, press release
Slide 34: Nemak
6 Nemak Innovative Lightweighting