Ferroglobe : Second Quarter 2025 Earnings Investors Call Presentation

About this update from Ferroglobe Plc

Driving innovation of critical materials essential to a sustainable future Second Quarter 2025 Results August 6, 2025 NASDAQ: GSM NASDAQ: GSM DESPITE CURRENT MARKET CHALLENGES, FERROGLOBE IS WELL POSITIONED FOR EXPECTED MARKET REBOUND IN 2026 Key Q2 2025 Highlights   Withdrawing guidance due to uncertainty and limited visibility Changing trade dynamics add complexity to the market environment Delays in preliminary EU safeguard decision postpones market recovery Increased low-priced Chinese imports of silicon metal impacting European market Well-positioned for expected market rebound in 2026  Expect EU safeguards and the U.S. silicon metal trade cases to improve 2026 results US duties already positively impacting ferrosilicon market Flexible global footprint positions Ferroglobe to be a beneficiary of tariffs Resilience to proactively navigate the current market downturn Maintained strong financial position with available liquidity Continued to release working capital through S&OP implementation Ferroglobe added to the Russell 2000 and 3000 indexes on June 30 th Q2 RESULTS IMPROVED SUBSTANTIALLY OVER Q1 Shipments (I) (kt) 146,401 39,4kt 185,846 Quarterly revenues ($´m) 307 $80m 387 Q1 25 Q2 25 Q1 25 Q2 25 Quarterly Adj. EBITDA ($´m) 22 Free cash flow ($´m) $48m Q1 25 Q2 25 5 $(5)m 0 (27) (I) Excludes by-products and other products Q1 25 Q2 25 SILICON METAL UPDATE • SiMe volume trends ($/mt) Outlook 57,031 62,872 49,761 53,183 56,910 49,797 44,610 36,308 • • Significant increase in Q2 contract volumes related to the restart of France and proactive sales effort Weak demand and uncertainty continue into Q3 Expect U.S. silicon metal case and EU safeguards to strengthen market dynamics in 2026 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 CRU SiMe index spot pricing trends (I) ($/mt) SiMe shipment trends Q/Q by region 5,000 Total 23% Other (44)% Europe 95% N. America (11)% 4,500 4,000 3,500 3,000 2,500 2,000 1,500 USA EU Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

View stock analysis, news, and events for Ferroglobe Plc