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RHI Magnesita India Limited Investor Presentation Q1 FY27 11th August , 2026 RHI MAGNESITA
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Safety Key Highlights Financial Highlights Strategy Updates ESG Update RHIM India at a Glance
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LTIF: 0.13 Q1 FY27 TRIF: 0.20 Q1 FY27 27,000+ Manhours of Safety Trainings Health & Safety Safety remains our highest priority, without exception ✓ Expanded Safety Culture Transformation program across manufacturing facilities, customer sites, and warehouses through Wave-2 of the Area of Transformation (AoT) program and Visible Felt Leadership (VFL) sessions. ✓ Strengthened leadership capability with DSS+ led Local Leadership Engagement sessions for Plant Heads and functional leaders ✓ Enhanced employee engagement through targeted HSE awareness campaigns promoting a proactive safety culture. LTIF: Loss time injury frequency TRIF: Total recordable injury frequency DSS+: operational Consultants who are leaders in safety transformation programs
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Safety Excellence Recognition Secured 3rd Position at Safety Excellence Awards 2026 by Government of Odisha Award Overview Rajgangpur plant secured III position at the Divisional level safety Excellence Awards 2026 Organized by the Directorate of factories and boilers, Government of Odisha Recognized among leading industrial companies for excellence in workplace safety Recognition Highlights Demonstrates the effectiveness of our safety management system Reflects continued focus on zero harm culture and operational excellence Recognition reinforces our commitment to safe reliable and sustainable manufacturing operations Recognition of our commitment to zero-harm workplace This recognition reinforces our unwavering focus on safety, people well-being and operational excellence Safety excellence continues to be a core pillar of RHI Magnesita’s operational and ESG strategy Celebration our people and our culture
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Q1 FY27
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Key Highlights Market Update ▪ Refractory industry is facing pricing pressure and rising competition from Global & regional entrants with brownfield and greenfield expansion. Industry is navigating through rising raw material, energy and logistics costs ▪ Steel producers reported a strong operational quarter marked by ongoing capacity expansions, blast furnace ramp-ups and higher utilization levels with continued focus on maximizing production and Cost efficiency ▪ Cement industry continued to demonstrate robust growth, supported significant capacity additions and sustained investments in expansion projects, while companies are under margin pressure due to higher fuel and raw material cost Strategy Update ▪ Scaling 4PRO contracts as per plan, backed by positive customer sentiment ▪ Gained Flow Control market share, secured future Pellet orders, and drove growth across non-cement industrial segments (Oil & Gas and Glass) ▪ Launched RHIM Khemka MINPRO, a strategic mineral processing joint venture / subsidiary of RHIM IN with Khemka Refractories to create circular refractory ecosystem Financial P erformance ▪ Revenue Growth- Achieved 9% QOQ growth driven by strong performance in the Steel segment with favorable increase in Price and volume ▪ Adjusted EBITDA increased 30% QoQ to ₹147 crore, with EBITDA margin improved to 14.5%, reflecting pricing discipline and operational performance ▪ Working Capital Intensity at 36% driven by Inventory build up to support future growth outlook in FY 27 ▪ NET Cash to EBITDA improved from 0.1x to 0.3x through cash conversion Efficiency Operation Update • Backward integration through advancement in quartzite mines ▪ Diversified energy sourcing to improve supply security and minimize business disruption ▪ Advanced automated drying technology implemented to improve capacity,productivityand product quality ▪ Achieved ~7% reduction in energy consumption and ~6% reduction in CO₂ emissions year-on-year ▪ Trials done for flow control for exports which will be served from Jamshedpur plant
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Financial Highlights Building performance Shaping progress
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9 Consistent Value Creation in a Dynamic Environment Operating Cashflow -7% Shipment 5% Operating EBITDA % 237 Bps Operating EBITDA 30% Revenue from Operations ₹ 1,014 Cr 122 KT14.5% ₹ 81 Cr 9% ₹ 147 Cr Working Capital Intensity 213 Bps 36% Adjusted EPS* 66% ₹3.1 Net Cash/EBITDA 0.1x 0.3X Q1 FY27 Vs Q4 FY26 *Before exceptional item (Statutory impact of new labor code) and Impairment in Q4
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11 Performance Highlights 960 932 1,014 Q1 FY 26 Q4 FY 26 Q1 FY 27 +9% Revenue from Operations (₹ Crores) 129 117 122 10.8% 12.1% 14.5% Adjusted EBITDA (₹ Crores) 103 113 147 Q1 FY 26 Q4 FY 26* Q1 FY 27 +30% € 86m € 94m € 10m € 14m Shipment (kt) EBITDA Margin € 89m € 10m *Before exceptional item (Statutory impact of new labor code) Navigating Volatility with Improved Growth and Profitability Revenue ▪ Revenue increased quarter-over-quarter, driven by market share gain in the Steel segment ▪ Improved net realization through significant price increases across Steel through focused commercial discipline ▪ Maintenance-led demand supported higher Cement volumes this quarter ▪ Partially offset by one-off Iron Making project orders in Q4 EBITDA ▪ EBITDA improvement was driven by disciplined execution of self- help initiatives and effective recovery of input cost inflation ▪ Market share gains in high-margin applications further contributed to EBITDA expansion ▪ Partially offset by one time gain on Dalmia BTA closure recorded in Q4
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12 Profit and Loss Snapshot Q1 FY27 Q4 FY26 Production - KT 81 79 Shipment - KT Avg realisation/MT 79,948 Income 1,023 957 Revenue from operations 1,014 932 Other Income 9 25 Expenses 844 90.5% 89.4% Material Cost 590 542 58.2% Employee Benefits expense 101 101 10.8% Other expenses 185 201 21.5% EBITDA 147 113 12.1% 10.8% Depreciation 29 30 3.2% EBITA 118 83 8.9% 8.0% Amortisation 21 21 2.3% EBIT 97 62 6.6% 5.9% Exceptional item - 557 59.8% Profit before Tax (503) -54.0% 5.0% Tax 23 15 1.6% 876 87 117 86.4% 14.5% 9.6% 8.6% 11.6% Q1 FY 26 85 74,317 961 960 1 858 601 87 171 103 26 77 21 56 - 48 13 122 129 Finance Cost 10 8 0.8% 8 Profit before exceptional 87 8.6% 54 5.0%5.8% 48 Production: ▪ +2% vs Q4 FY’26 ▪ -5% vs Q1 FY’26 Shipment: ▪ +5% vs Q4 FY’26 ▪ -6% vs Q1 FY’26 Revenue: ▪ +9% vs Q4 FY’26 ▪ +6% vs Q1 FY’26 Adjusted EBITDA margin: ▪ +30% vs Q4 FY’26 ▪ +42% vs Q1 FY’26 Exceptional Item: ▪ Recognition of Impairment of Goodwill on acquired Assets of ₹556 Crores, ▪ Additional Impact of Labor code ₹ 0.9 Crores in Q4 FY 26 Profit After Tax 65 6.4% (518) -55.6% 35 3.7% 83,175 62.5% 9.0% 17.8% 2.7% 2.2% 0.9% - 1.3% 58.2% 10.0% 18.3% 2.9% 2.0% 1.0% - 2.2% ₹ Crores
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Azim Syed Finance 1,058 1,102 987 1,099 1,164 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 1,000 1,184 1,147 1,008 1,001 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 644 724 730 678 698 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 28% 27% 23% 29% 29% Inventory intensity 26% 29% 26% 27% 25% 17% 17% 17% 18% 17% Payable intensity Inventories (₹Crore) Receivables (₹Crore)1 Payables (₹Crore) 1. Receivables: Trade receivables + Contract Assets – Contract Liabilities Receivables intensity €90m €93m €110m €106m Working capital (₹Crore) 37% 38% 32% 38% 36% Cash conversion intensity 1,414 1,562 1,405 1,428 1,467 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 €131m €145m €130m €132m €98m €102m €92m €102m 131 127 120 131 127 113 106 101 112 118 Inventory days 93 96 97 105 90 Receivables days 75 75 78 86 81 Payable days Particulars Q1 FY26 Q4FY25 Diff Q1FY25 Diff Raw Material 43,978.43 45,703.25 (1,724.82) 35,893.11 8,085.32 €108m Working Capital intensity and Cash Conversion Cash Conversion Efficiency Sustained Slide Owner: Geeta Data Source: FP&A LE DB Checked by: Approved by: €58m €60m €67m €68m €136m €93m Cash Conversion days €65m DRAFT
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14 Net Cash Bridge Q1FY27 vs. Q4FY26 Strong Liquidity and a healthy Balance Sheet ₹ Crores 0.14x Net Cash/EBITDA* 0.27x 69 140 Q4 FY26 Cash Profit -52 Working Capital -8 Capex -7 Taxes Paid -6 Realised Loss on Hedge contract 6 Return on Mutual Fund -3 Others 140 Q1 FY27 +103% * EBITDA for trailing 4 quarters
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S RHI MAGNESITA Strateg Focused today. © FOCUS Disciplined execution on our strategic priorities. ll' GROWTH Expanding capabilities and unlocking new opportunities. o) R VALUE Delivering sustainable value for all our stakeholders.
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Our Strategy Building a Higher-Quality, Less Commoditized Industrial Solutions Business Outgrow the market Drive above industry growth through: • Expansion in Ironmaking, DRI & Pellets, flow control and industrial applications • Become a preferred OEM Supplier Expand 4PRO contracts Evolve from product supply to strategic partnerships through: • Moving beyond product led solutions to customer tailored solutions • Securing Long-term contracts • De-commoditize our offerings Digitization and T echnology Enhance performance and customer value through: • Implement programs to optimize all aspects of supply chain and operational digitization • standardize and automate processes Drive Cost Competitiveness Drive efficiency and margin improvement through: • Product Transfers to further make in India initiative • Recipe optimization • Operation excellence programs to improve plant efficiency Build Sustainability Edge Advance long term resilience and differentiation by: • Circular economy initiatives • Embedding an ESG- aligned operating model Driving higher-quality growth through integration, technical differentiation and long-term partnerships
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Ironmaking: Driving growth in a strong industry Ironmaking Industry in India ▪ Iron ore market projected to reach ~US$ 29.1 billion by 2030 ▪ CAGR of ~4.7% between 2025– 2030. ▪ Indian Refractory market for Iron making including DRI & Pellet is ~INR 1800 crores ▪ Strong government spending on railways, roads, water infrastructure, housing, and industrial capex continues to support long-term pig iron demand ▪ Merchant pig iron production is expected to grow on the back of capacity additions by integrated steel manufacturers Shaping the future of ironmaking solutions Strategic Outlook Establish and growing presence through OEM suppliers Driving localization and cost- efficient manufacturing capabilities Enhancing circular economy initiatives for further sustainability Energy efficient refractory solutions to reduce CO2 footprints Building leadership in ironmaking through localization, innovation and execution excellence Positioned for a significant silica order in coke oven batteries, supported by enhanced supply and execution capabilities Iron Making Pellet & DRI OEM, Coke Oven and Silica Record Number of Blast furnace hearth repair project completed in this year Increased YoY market share in blast furnace runner management Successfully Launched advanced new DRI products and secured 1 big order Customer-endorsed refractory performance delivered record fuel efficiency Built a sustainable pellet business pipeline while driving repeat order wins Expanded into niche markets using South American pellet plant best practices 17 Strategic Initiatives
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The beauty of 4PRO What started as product differentiation expanded step by step into a broader solution model: Product Service Inventory P erformance Machinery M&A Automation Robotics Digitalization Supply Resilience 2000 2020 to 2025 2025+ Foundational Era: Product differentiation expanded into solution models (TRM, CPP , Full Line Service). Acceleration Era: Rapid integration of advanced tech and supply chain security. Circular Economy Data Integration
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WHY 4PRO IS DIFFICULT TO REPLICATE Built on multiple interconnected strength Complete Refractory P ortfolio Process engineering & application expertise Machinery & equipment capability Robotics & automationDigital solutions & monitoring Global R&D and Innovation Recycling & Circular economy P erformance based services & long-term partnerships Deep domain expertise built over decades in refractory applications Installed base and relationship depth across key customers Integrated capabilities that create high switching costs for customers Integrated capabilities strengthen customer partnerships, support long-term engagement and reinforce RHI Magnesita's differentiated market position.
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21 4PRO is setting new benchmarks in Safety, Automation and Productivity in India. 4PRO Revolutionizing Steelmaking in India: India’s First Complete Robotic Solution in Caster Operation Ladle Shroud Change Shroud cleaning Powder Feeding in Tundish + Safety: Reduced human exposure + Productivity: Faster, uninterrupted operations + Reliability: Consistent execution of repetitive tasks + Innovation: Customized automation Commercial Momentum Successfully operating 2 robots at largest Integrated Steel Plant of India Expansion discussions underway for new deployments Technical evaluation with 4-5 big customers in steel industry with multiple robotic solutions Flexible Purchase / 5-Year Lease model improving customer adoption Strong execution track record enhancing customer confidence Sampling and temperature measurements Open frozen Ladle (O2 Lancing) Operational Success:
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Lining Evaluation Scan (LES) Digitalizing kiln Inspections ▪ Rotary kilns are often regarded as a “black box“ ▪ Evaluating the lining thickness is key for optimizing the kiln’s performance. However, this task is regularly done in a time-consuming, manual, and subjective way ▪ LES enables the customer to take safe, fact-based, holistic, and more accurate decisions for repairs – within 2 hours after scanning Customer feedback Across 24 locations in India with positive feedback Dedicated team India has a prepared team to provide LES service
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Innovate, Optimize and Deliver R&D powering Sustainable value creation STRATEGIC MOVES FOR COST COMPETITIVENESS New Product Transfers and Development Driving innovation-led cost advantage INNOVATE TODAY, DELIVER TOMORROW Harmonization of Products Standardization and efficiency for lower cost ✓ Alumina monolithics across seven plants ✓ Alumina bricks across three plants to reach our steel, cement & industrial customers ✓ Slide plate, nozzles, and ISO products across two plants ✓ Maxibrator (critical shaped pressing technology) to avoid hand moulding ✓ Process improvement reducing Fired Rejection of Silica Bricks ✓ Multiple Pressing Technique Adaptation to improve performance. Impact Lower total cost of ownership Reduced material consumption Higher performance and productivity Extended service line &uptime Impact Complexity reduction Lower conversion cost Improved asset utilisation Stronger cost structure INNOVATING TODAY | OPTIMISING COSTS | DELIVERING LONG TERM VALUE | STRONGER SOLUTIONS | STRONGER FUTURE ✓ High quality Magnesia Chrome bricks for RH Degasser ✓ High quality Magnesia spinel bricks for Cement industry ✓ IBOS (Improved Bottom optimized solution) in Steel Ladle ✓ Thin Slab ISO products ✓ High Chrome bricks for petrochemical use ✓ Resistal for blast furnace stove ✓ Chimney Block Lining (Durital) for Glass Industry ✓ CARSIT for KR Impeller ✓ MGU brick bat for BOF repair ✓ RUBINAL for cost optimisation benefits
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Glimpse of New Product offerings 24 RUBINAL E1157 PCA
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25 Sensitivity: Restricted MINPRO: Accelerating Circular Economy Leadership 51:49 JV with Khemka Refractories to establish a greenfield refractory mineral processing facility WHY THIS MATTERS First mover advantage Establishing a first-of–its kind end-to-end refractory raw material processing platform in India Circular local-for-local model Combining RHIM’s global recycling expertise with Khemka’s strong manufacturing and sourcing capabilities Raw material security Increasing access to high-value circular minerals and strengthening domestic supply resilience Scalable growth platform Supporting both captive consumption and external sales in India’s growing steel and refractory market JV SNAPSHOT VALUE CREATION LEVERS 51% RHIMIN 49% Khemka Dhenkanal, Odisha Greenfield JV focused on recovery, processing and reuse of spent refractory materials RHI Magnesita India ✓ Global refractory mineral processing expertise ✓ Leading Indian refractory solutions provider ✓ Strong R&D and technology Khemka Refractories ✓ Regional manufacturing presence ✓ Supplier network & secondary raw material processing ✓ Experienced team CIRCULARITY Recovery, processing and reuse of spent refractories COST COMPETITIVENESS Optimized raw material sourcing through circular inputs SUPPLY RESILIENCE Reliable domestic availability of high- quality circular minerals CUSTOMER VALUE Supporting customers with sustainable, locally integrated recycling solutions ESG ALIGNMENT Reducing the environmental footprint of high-temperature industries
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Supply Resilience Building an agile, localized and reliable supply network Supply resilience through localization, Flexibility and proactive planning—ensuring uninterrupted deliveries in a dynamic environment Reliable customer supply Flexible manufacturing Diversified suppliers Localized sourcing CUSTOMER DELIVERY Reliable and Consistent on Time • Close coordination across teams ensured uninterrupted customer deliveries • Supply continuity despite geopolitical disruptions • Agile response to changing demand patterns LONG-TERM RESILIENCE Building Structural Advantages • Backward integration and localization • Continued investment in operational excellence • Flexible production network enhances long-term customer partnerships and service reliability. LOCALIZED OPERATIONS Flexible Manufacturing Network • Diversified energy sourcing to improve supply security and minimize business disruption • Improving energy efficiency and reducing fuel supply dependency • Operational flexibility across key facilities DIVERSIFIED SOURCING Securing Critical Inputs • Expanded qualified supplier network for critical raw materials • Increased local sourcing to mitigate import disruptions • Proactive vendor qualification ensured uninterrupted material availability Supply Resilience Building a competitive advantage through end-to- end resilience Localized Sourcing Flexible Manufacturing Diversified Suppliers Reliable Customer Deliveries
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Strategic Investment Overview Fueled by India’s growth, commitment to resilient margins Market leadership position with 30%+ market share in India ‘Local for local’ manufacturing strategy - ‘Make in India’ Recent acquisitions create balanced portfolio of refractory products and a strong platform for growth in India and in under-represented product markets India is the highest growth major market for refractories globally, with 6- 8% CAGR forecast and create a differentiator using 4PRO model Resilient margins with healthy cash conversion Access to capital for further growth and expansion in India Opportunity to increase regional exports from India manufacturing hub Backed by RHI Magnesita group - technology, R&D, global product range and services 1 2 3 4 5 6 7 8 27
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S RHI MAGNESITA ESG Advancing responsible growth through innovation and impact QY &R Y Environment Social Governance Decarbonizing our Empowering people, Upholding integrity, operations and strengthening communities transparency and reducing impact and ensuring safety accountability Sustainability is at the core of how we operate. Creating value. Improving lives.
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29 Operational Sustainability improvements Driving energy efficiency and lower emissions through process optimization and plant modernization Energy Consumption (kWh per MT of Production) 958 980 992 912 888 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Energy Consumption (kWh per MT of Production) Our Performance- Continuous improvement Energy Consumption (kWh per MT of Production) 0.35 0.36 0.36 0.33 0.33 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 CO2 Emissions (Tons per MT of Production) ~7% reduction from Q1 FY26 ~6% reduction from Q1 FY26
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Strong Governance & Board Oversight Leadership, Governance & Strategic Direction BOARD OF DIRECTORS EXECUTIVE & NON-EXECUTIVE DIRECTORS Parmod Sagar Chairman • 40+ years of experience across steel and refractory industries • Director at the Indian Refractory Makers Association Gustavo Franco NED* • Global leadership across RHIM group operations • Strong experience in integration and commercial strategy Alvaro Martin NED* • Group Head of Reporting, Finance, and Tax at RHIM • Former Partner at Ernst & Young (EY) INDEPENDENT DIRECTORS Sonu Chadha • 25+ years of business leadership experience • Founder Director, Impressions Services Pvt. Ltd. Kamal Sarda • Manufacturing industry leader with ~35 years of experience • Been with IFGL Refractories Limited, for~26 years, Priyabrata Panda • 40+ years of experience in Refractory, primarily with TRL krosaki • Received the Lifetime Achievement Award, from IRMA Nazim Sheikh • Metallurgical engineer with over 44 years of experience • Served as MD of Sandur Manganese & Iron Ores Ltd. * NED: Non-executive director Pankaj Malhan MD & CEO • 30+ years of experience across steel and infrastructure sector • Served as executive Director-Odisha at Jindal Steel BOARD COMMITTEES Audit Committee Kamal Sarda Chairman Nomination & Remuneration Committee Nazim Sheikh Chairman Risk Management Committee Nazim Sheikh Chairman Corporate Social Responsibility Committee Sonu Chadha Chairperson Stakeholder Relationship Committee Sonu Chadha Chairperson Fund Raising Committee Kamal Sarda Chairman GOVERNANCE FOCUS AREAS • Risk management and internal controls • Financial discipline and compliance oversight • ESG and sustainability governance • Stakeholder engagement and transparency • Long-term value creation and capital allocation GOVERNANCE SNAPSHOT • Balanced mix of executive, non-executive and independent directors • Strong expertise across refractories, manufacturing, finance, governance and global operations • Experienced leadership with deep industry and operational understanding GOVERNANCE STRENGTHS • Experienced leadership across global refractory operations • Strong financial and risk oversight framework • Diverse expertise across manufacturing, finance, strategy and compliance
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RHI Magnesita India Limited at a glance
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33 Our Mission: we take innovation to 1200 °C and beyond RHI Magnesita India Limited is the leading supplier of high-grade refractory products, systems and solutions which are indispensable for industrial high-temperature processes exceeding 1,200°C in a wide range of industries, including steel, cement, non-ferrous metals and glass. Leadership is not just about being the biggest or strongest. To us, it’s about using those advantages to set the pace of innovation in our industry – and deliver the best for our customers. So we don’t take our market leadership for granted. We aim to stay No.1 by driving positive change in our industry, and the industries that rely on us.
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RHI Magnesita India Limited The Market Leader in Refractories 6,000+ ₹4020 Cr Skilled Workforce* FY 2026 revenue * Workforce includes employees, workers & contingent workers 850+ Customers 35 Project Sites 8+2 Production Plants+ Mechanism Units 2 Mines R&D Centre Dedicated World Class R&D Centre in Bhiwadi, Rajasthan 1 Jamshedpur, Jharkhand Prod. Plant 2 Katni, MP Prod. Plant 3 Bhiwadi, Rajasthan Prod. Plant 4 Khambhalia, Gujarat Prod. Plant 5 Dalmiapuram, Tamil Nadu Prod. Plant 6 Visakhapatnam, AP Prod. Plant 7 Cuttack, Orissa Prod. Plant, 8 Rajgangpur, Orissa Prod. Plant 9 Gurugram, Haryana Corp. Office 10 Kolkata, WB Sales Office 11 Mumbai, MH Registered office and Mechanism Units 12 Raigarh, Chhattisgarh Quartzite Mines 13 Bhikampali, Orissa Quartzite mines 14 Khemka Plant, Orissa Recycling Plant 5 2 1 8` 7 6 3 4 9 10 11 12 13 14
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History of RHI Magnesita India Limited Leaders of Refractories in India 2019 20242005 20222007 20232013 2025 Incorporation of RHI Clasil (Visakhapatnam) Incorporation of RHI India Trading Orient Refractories Ltd. Acquisition (incorporated in 2010) Acquisition of Manishree Refractories (Cuttack) & Intermetal Engineers Pvt. Ltd. Merger of Indian Legal Entities into RHI Magnesita India Ltd. Acquisition of refractory business of Dalmia & Hi-Tech Chemicals Closure of Bhilai Plant & integration of acquired plants Acquisition of Ashwath Technologies (Mumbai) Merger of RHIMIRL and RHIMSRL 2026 JV with Khemka Refractories
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Refractories: the building blocks of modern life Concrete 1,500°C Copper 1,350°C Steel 1,760°C Glass 1,650°C Aluminium 1,250°C 1 tonne of STEEL demands ~10-15 kg of refractories 1 tonne of CEMENT demands ~1 kg of refractories 1 tonne of GLASS demands ~4 kg of refractories 1 tonne of ALUMINIUM demands ~6 kg of refractories 1 tonne of COPPER demands ~3 kg of refractories 1 tonne of IRON demands ~1-2 kg of refractories Iron 1500°C
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Customer Industries Main Application Lifetime and Costs Refractory characteristics Steel • 20 minutes to 2 months • c.3% of customers’ costs • Part of customers’ operational expenditure • Systems and solutions for complete refractory management • Demand correlated to output Ironmaking Blast Furnace, DRI and Pellet • 45 days to 36 months • c. % of customers’ costs Cement and Lime Rotary kiln • Annually • c.0.5% of customers’ costs • Part of customers’ capital expenditure • Longer replacement cycles based on project driven demand • Complete lining concepts including refractory engineering • Wide areas of application Non-ferrous materials Copper flash smelter • 1 to 10 years • c.0.2% of customers’ costs Glass and Energy, Environmental chemicals Glass furnace Secondary reformer • Up to 10 years • c.1% of customers’ costs • 5 to 10 years • c.1.5% of customers’ costs Basic oxygen furnace, Electric arc furnace, ladles, flow control Refractory Applications
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Disclaimer Financial information contained herein, as well as other operational information, were not audited by independent auditors and may include forward-looking statements and reflects the current views and perspectives of the management on the evolution of macro-economic environment, conditions of the mining and refractories industries, company performance and financial results. Any statements, projections, expectations, estimates and plans contained in this document that do not describe historical facts, and the factors or trends affecting financial condition, liquidity or results of operations, are forward-looking statements and involve several risks and uncertainties. This presentation should not be construed as legal, tax, investment or other advice. This presentation does not constitute an offer, or invitation, or solicitation of an offer, to subscribe for or purchase any securities, and neither any part of this presentation nor any information or statement contained herein shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. Under no circumstances, neither the Company nor its subsidiaries, directors, officers, agents or employees be liable to third parties (including investors) for any investment decision based on information and statements in this presentation, or for any damages resulting therefrom, corresponding or specific. The information presented or contained in this presentation is current as of the date hereof and is subject to change without notice. RHI Magnesita has no obligation to update it or revise it in light of new information and / or in face of future events, safeguard the current regulations which we are submitted to. This presentation and its contents are proprietary information of the Company and may not be reproduced or circulated, partially or completely, without the prior written consent of the Company 3 8