Om Holdings Ltd. · ASX:OMH
Om — H1 2026 Earnings Presentation
10 slides from Om's earnings presentation, Sep 10, 2026
Slide 1: ASX cover letter: OMH Presentation
OM HOLDINGS LIMITED (ARBN 081 028 337) (Malaysian Registration No. 202002000012 (995782-P)) Incorporated in Bermuda No. of Pages Lodged: 10 10 September 2026 ASX Market Announcements ASX Limited 4th Floor 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam OM HOLDINGS LIMITED (“OMH”) PRESENTATION Please
Slide 2: OM Holdings Limited Investor Presentation September 2026
1 OM HOLDINGS LIMITED Australia • China • Japan • Malaysia • Singapore September 2026 • Investor Presentation • ASX:OMH | Bursa:OMH (5298)
Slide 3: Disclaimer
2 DISCLAIMER This presentation has been prepared and issued by OM Holdings Limited ARBN 081 028 337 (“OMH”). This presentation contains summary information about OMH. The information in this presentation does not purport to be complete or to provide all information that an investor should consider w
Slide 4: A Manganese & Silicon Company
3 A MANGANESE & SILICON COMPANY Manganese and silicon smelting company, with over 30 years of experience in the industry Powered by sustainable hydropower, with prices locked in until 2033 Dual listed on ASX and Bursa Malaysia, we offer unique exposure to the niche manganese and silicon space essent
Slide 5: Our Products
4 OUR PRODUCTS Critical alloying element to steel with a diversification into electronic, chemical and solar industries Manganese Ore Manganese Alloys Silicon Alloys Manganese is the 4th most consumed Main alloying element - Manganese Main alloying element – Silicon metal behind iron, aluminium and
Slide 6: 1H2026 Financial Highlights
5 1H2026 FINANCIAL HIGHLIGHTS Cashflow (used in)/from Revenue Loan Repayment Operations US$265.2m US$50.1m (US$72.4m) 1H2025 US$309.3m 1H2025 US$205.8m 1H2025 US$34.8m (1) Profit/(Loss) att. to EBITDA(2) owners Profit/(Loss) per share US$87.0m US$26.2m 3.44 US cents 1H2025 US$19.1m 1H2025 (US$9.5)m
Slide 7: Market Review & FY26 Production Guidance
6 MARKET REVIEW & FY26 PRODUCTION GUIDANCE USD/mt $5,000 1H2026 Avg FeSi: $1,198/ mt (+6.2% YoY) FeSi & SiMn Market Review 1H2026 Avg SiMn : $933/ mt (-2.0% YoY) $4,000 • Slight recovery in FeSi prices, supported by a strong $3,000 RMB, reduced Russian-origin supply, and geopolitical $2,000 uncertai
Slide 8: Recorded US$87.0m EBITDA in 1H2026
7 RECORDED US$87.0M EBITDA IN 1H2026 Revenue and GP Margin $1,000 30% 1H2026 Revenue and Gross Profit Margin 24.2% Revenue US$ million 25% • Recorded revenue of US$265.2m, down 17.3% 20% 14% compared to 1H2025, driven by GP Margin 16.1% $500 11.0% 15% lower sales volume of Mn ores and FeSi, 9.8% 7.0
Slide 9: Positive Cash Flow Maintained
8 POSITIVE CASH FLOW MAINTAINED Continue to focus on paying down debt $400 Total Debt 1 • Decrease in total debt due to the voluntary Gearing Ratio early redemption of private bonds, $300 0.67 0.63 0.64 scheduled repayment of term loans, and US$ million 0.52 0.50 voluntary repayment of revolving cre
Slide 10: OM Holdings Limited
9 OM HOLDINGS LIMITED AUSTRALIA • CHINA • JAPAN • MALAYSIA • SINGAPORE