OM Holdings Limited (OMHLF) Shareholder/Analyst Call Transcript

Shareholder/Analyst Call September 9, 2026 10:00 PM EDT Company Participants Teck Thye Tan - Group Financial Controller Presentation Teck Thye Tan Group Financial Controller A very good morning to everyone, and thank you for attending OM Holdings' webinar this morning. My name is Eugene, and I am the Group Financial Controller of OM Holdings. Together with me is [ Rose ], and we will be hosting the webinar this morning. First and foremost, we would like to thank everyone for dialing in to our presentation following the release of OM Holdings' first-half 2026 financial results on the 27th of August 2026. We would be running through the key financial highlights, followed by a question-and-answer session. If you would like to submit a question, please use the Q&A function at the bottom of your screen. If we are unable to present your question during the webinar, we will attempt to address the queries after the webinar. I think let's start the presentation. Just to recap, and for the benefit of new investors joining the webinar for the first time, OM Holdings is a manganese and silicon company with over 30 years of experience in the industry. Our flagship smelter in Sarawak is anchored by sustainable hydropower with prices locked in through to FY '33. The plant is also located close to the Samalaju Port, which allows us to benefit from close access to direct shipping. OMH is dual-listed with our primary listing on the ASX, the Australian Securities Exchange, and this was since 1998. And we are also secondly listed on Bursa Malaysia since June 2021. Now this presents a unique exposure to both equity markets and is the lowest cost quartile smelter complex in Sarawak, which is the largest of its kind in Southeast Asia. Moving on to the next slide.