Om Holdings Ltd.ASX: OMH

Investor Presentation – 1H2025 Financial Results

· Issued by Om Holdings Ltd.

1

OM Holdings Limited

Australia • China • Japan • Malaysia • Singapore • South Africa

September 2025 • 2025 Half Year Results Investor Presentation • ASX:OMH | Bursa:OMH (5298)



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 when making an investment decision. It should be read in conjunction with OMH's other periodic and continuous disclosure announcements lodged with the Australian Securities Exchange which are available at https://www.asx.com.au.

This presentation contains "forward‐looking" statements within the meaning of securities laws of applicable jurisdictions. Forward‐looking statements can generally be identified by the use of forward‐looking words such as "may", "will", "expect", "intend", "plan", "estimate", "anticipate", "believe", "continue", "objectives", "outlook", "guidance" or other similar words, and include statements regarding certain plans, strategies and objectives of management and expected financial performance. These forward‐looking statements involve known and unknown risks, uncertainties and other factors, many of which are outside the control of OMH, and its directors, officers, employees, agents or associates. Actual results, performance or achievements may vary materially from any projections and forward‐looking statements and the assumptions on which those statements are based. Readers are therefore cautioned not to place undue reliance on forward‐looking statements and OMH, other than required by law, assumes no obligation to update such information.

OMH makes no representation and can give no assurance, guarantee or warranty, express or implied, as to, and takes no responsibility and assumes no liability for the authenticity, validity, accuracy, suitability or completeness of, or any errors in or omissions from, any information, statement or opinion contained in this presentation.

This presentation is for information purposes only and is not a financial product or investment advice or a recommendation to acquire (or refrain from selling) OMH shares. Before making an investment decision, prospective investors should consider the appropriateness of the information having regard to their own objectives, financial situation and needs and seek legal and taxation advice appropriate to their jurisdiction. OMH is not licensed to provide financial product advice, either generally or in respect of OMH shares.



A Manganese & Silicon Company

Manganese and silicon smelting company, with over 30 years of experience in the industry

350MW sustainable hydro-power with prices locked in for 10 years

Dual listed on ASX and Bursa Malaysia,

unique exposure

Lowest cost quartile smelter complex in Sarawak, the largest of its kind in Asia (ex-China)





Our Products

Silicon Metal

99% Pure Silicon

  • Used in aluminum, electronic, chemical, and solar sectors

  • No known substitute and cannot be recycled

  • 2 silicon metal furnaces(1)Products: Silicon Metal



Critical alloying element to steel with a diversification into electronic, chemical and solar industries



Manganese Ore Manganese Alloys Silicon Alloys

Manganese is the 4thmost consumed metal behind iron, aluminium and copper.

Steel accounts for over 90% of manganese ore consumption, with batteries a small but growing market.

Products: Manganese Ore

Main alloying element - Manganese

  • Deoxidises and desulphurises steel

  • Acts as a hardening agent

  • No known substitute and cannot be recycled

  • 8 manganese alloys furnaces

    Products: Ferro-manganese, Silico-manganese

    Main alloying element - Silicon

  • Deoxidises steel

  • Used in specialty electrical steels for transformers

  • No known substitute and cannot be recycled

  • 6 ferrosilicon furnaces Products: Ferrosilicon



⁽¹⁾ Furnaces are modular and can be repurposed for ferrosilicon production

1H 2025 Financial Highlights

Revenue

Loan Repayment (1)

Cashflow from Operations

US$309.3m

US$205.8m

US$34.6m

1H2024 US$308.4m

1H 2024 US$54.4m

1H 2024 US$69.4m

EBITDA(2)

US$19.1m

(Loss) / Profit att. to owners

(US$9.5m)

(Loss) / Profit per share

(1.25 US cents)

1H2024 US$46.6m

1H 2024 US$12.8m

1H 2024 1.67 US cents



  1. Loan Repayment includes the repayment of project financing and trade financing

  2. EBITDA is defined as operating profit before depreciation and amortisation, net finance costs, and income tax. EBITDA is not a uniformly defined measure and other companies in similar industries may calculate this measure differently. Consequently, the Group's presentation of EBITDA may not be readily comparable to other companies' disclosures.