#1RELE PLAS 1943 orbia Advancing life together Strategy Update Tuesday, June 6, 2023#2Welcome to Orbia's Strategy Update Webcast Agenda 10:00 a.m. 11:00 a.m. 11:15 a.m. 2 Welcome Orbia & Business Group Strategy Updates Financial Outlook Closing Remarks Q&A Session Gerardo Lozoya Latapi Investor Relations Director Sameer Bharadwaj Chief Executive Officer Jim Kelly Chief Financial Officer Sameer Bharadwaj Chief Executive Officer 11 - J orbia H TTTTILA d GAC Jelly 0 00 m#33 Welcome Gerardo Lozoya Latapi Investor Relations Director orbia#4Safe Harbor In addition to historical information, this presentation and discussions during this webcast may contain forward-looking statements. Forward-looking statements are those that address activities, events, or developments that management intends, expects, projects, targets, believes, or anticipates will or may occur in the future. They are based on management's assumptions and assessments in light of past experience and trends, current economic and industry conditions, expected future developments, and other relevant factors. Actual results may differ materially depending on factors such as general economic and business conditions; the cyclical nature of the chemical and other industries in which we operate; the availability, cost and volatility of raw materials and energy; supply chain constraints; uncertainties associated with national and global economies, including those due to war in Ukraine, political tensions in the Middle East and elsewhere; current and potential governmental regulatory actions and regulatory actions and political unrest in other countries; industry production capacity and operating rates; the supply/ demand balance for our products; competitive products and pricing pressures; instability in the credit and financial markets; access to capital markets; pandemics and the response thereto; terrorist acts; operating interruptions including leaks, explosions, fires, weather-related incidents, mechanical failure, unscheduled downtime, labor difficulties, transportation interruptions, spills and releases and other environmental risks; changes in laws or regulations; technological developments; our ability to implement our business strategies; creditworthiness of our customers; our ability to obtain financing on favorable terms and to execute capital projects, and other factors described in our public reports and other disclosures. Many of these factors are beyond our ability to control or predict. Any of these factors, or a combination of these factors, could materially affect our future results of operations and the ultimate accuracy of the forward-looking statements. These forward-looking statements are not guarantees of our future performance, and our actual results and future developments may differ materially from those projected in the forward-looking statements. Management cautions against putting undue reliance on forward-looking statements. Every forward-looking statement speaks only as of the date of the particular statement. These forward-looking statements should be considered in light of the information included in this presentation and the associated discussion, and our other public disclosures and the annual report (particularly the "Risk Factors" disclosed therein) submitted by Orbia to the Mexican National Banking and Securities Commission (CNBV). Any forward-looking plans described herein are not final and may be modified or abandoned at any time. We do not undertake to update or revise any of our forward-looking statements, except as required by applicable securities law. Our forward-looking statements are also subject to material risks and uncertainties that can affect our performance in both the near- and long-term. In addition, no assurance can be given that any plan, initiative, projection, goal, commitment, expectation, or prospect set forth in this presentation or in the related discussion can or will be achieved." orbia#55 Orbia & Business Group Strategy Updates Sameer Bharadwaj Chief Executive Officer orbia#6Strategy Update Key Messages 01 05 Harnessing the power of material science and innovation to serve customer needs, address world challenges and provide sustainable solutions 02 03 Maximizing the value of integration across Orbia and the we participate in 04 6 Investing in profitable growth, leveraging our uniquely advantaged position to bring differentiated solutions to market Creating value as good stewards of capital and disciplined operators Delivering double-digit earnings growth and returns to shareholders through stable, growing dividends. 11 - J orbia H TTTTILA Addressing the world's biggest challenges. d GAC Jelly 0 00 m#7Strategy Update A Force for the World 7 Driven by purpose and unified by values, we choose to work on the toughest challenges. From mine to market, ground to home, field to table and lab to everyday life... ...we rely on our ingenuity and integration across the value chain to transform materials into greener, smarter, more efficient solutions. orb. bia Orb The Latin word for a spherical globe Our Purpose Advance life around the world Be Brave ♡ Bia A word from Greek mythology for the personification of force Our Values Take Responsibility Challenges We Address • Water and food security Decarbonization and energy transition Data and connectivity ● Embrace Diversity orbia#8Strategy Update Safety of Our People and Communities Comes First Orbia Total Recordable Incident Rate 8 1.70 2.0 1.9 14). 0.76 0.77 2019 ● 1.08 1.9 2018 1.8 2020 2.0 0.61 0.56 2017 2021 2022 Orbia TRIR ■Chemical Manufacturing Industry TRIR Benchmark 67% reduction in TRIR¹ 2017-2022 ~70% below industry benchmark in 2021 N/A² 1. Total Recordable Incident Rate. 2. U.S. Bureau of Labor Statistics 2021 Chemical Manufacturing Industry TRIR Benchmark published as of 11/09/22. Safety is our top priority Culture Operational Tools & Discipline Technology 9K BBC E B EL TRA LAS P nege protege ONAS RENNE WIDEN NATE orbia#9Strategy Update Global Imprint and Impact Diversified global footprint Mexico City, Mexico ORBIA Mexican Stock Exchange (BMV) Boston, MA USA 9 ■ Operations and Commercial Activities Amsterdam, Netherlandst 1. As of 12/31/22 2. Market Cap as of 5/8/23 1953 +24,000 Founded Employees Tel Aviv, Israel 4 Global Strategic Hubs US $4.6B US $1.9B Market cap² EBITDA¹ 20.9% EBITDA margin¹ 37% North America Revenue¹ by region 32% Europe $9.6B 2022 Revenue¹ US $559M +100 Countries Free Cash Flow¹ Commercial footprint 20% South America 8% Asia 3% Africa +50 Countries Operations footprint orbia#10Strategy Update Customer-Focused and Addressing World Challenges Enabling health and well-being worldwide 2022 EBITDA Share Water & Food Security 2029¹ Plan EBITDA Share 1. Includes full contribution of PVC expansion project 10 50% 45% BALLA Decarbonization & Energy Transition 15% 31-COM 25% Information Access & Connectivity 20% 20% Other 15% 10% orbia#11Strategy Update Leading Positions Across all Businesses Polymer Solutions 11 Advantaged player in PVC and specialty PVC, serving water, infrastructure, health and well-being, and other industries $3,696 Revenues¹ $804 EBITDA¹ 1. Adjusted figures as of year-end 12/31/22 Water & Food Security Building & Infrastructure Leading global provider of innovative water management solutions for climate-resilient construction $2,926 Revenues¹ $321 EBITDA¹ Precision Agriculture Global market leader in precision irrigation and other solutions that enable the world's farmers to grow more with less $1,085 Revenues¹ $144 EBITDA¹ Decarbonization & Energy Transition Fluorinated Solutions Largest global fluorspar provider with fluorine-based products for applications from medicine to refrigeration to energy storage $852 Revenues¹ $305 EBITDA¹ Information Access & Connectivity Connectivity Solutions Market leader in data network solutions, including conduit and accessories designed to bring connectivity to all $1,370 Revenues¹ $357 EBITDA¹ orbia#12Strategy Update Value Creation Strategy Three key focus areas: 12 Invest in profitable growth and innovation • To leverage our uniquely advantaged position and cutting-edge technologies globally and at scale ● To serve our customers with differentiated solutions with an emphasis on decarbonization technologies 2 Maximize the value of integration across Orbia and the value chains we participate in 3 Create shareholder value by being thoughtful stewards of capital and disciplined operators orbia#13Strategy Update Key Highlights Investing in cost-advantaged integrated Chlor-Alkali PVC expansion in Polymer Solutions 01 02 Advancing significant projects to establish Fluorinated 03 Solutions as critical player in North American battery value chain 13 Optimizing performance and investing in growth in Building and Infrastructure and Precision Agriculture Expanding capacity in Connectivity Solutions to 04 address rapidly growing market A orbia#14Strategy Update Polymer Solutions An industry leader in the production of PVC resins, polymer compounds and derivative materials. Enabling solutions for: Food and water security Clean water and sanitation Affordable housing and infrastructure Health and well-being ● $3.7B 2022 Revenues V vestolit alphagary #1 Specialty PVC producer globally² #6 Resins producer globally #1 Latin America #1 Compounds in global markets served #1 Derivatives in Mexico $804M 2022 EBITDA 14 1. All figures as of year-end 12/31/22. 2. IHS Markit (2022 Edition - Fall 2021 update, PVC - Capacity to produce). 21.8% 2022 EBITDA Margin INLE orbia#15Polymer Solutions Planned Growth Aligned with Tailwinds Strong, stable PVC demand growth, constrained supply Global PVC demand¹ 2010-2030E 15 Million metric tons 76% 35 46 2010 75% 41 54 79% 2015 Demand 46 58 1. CMA (2023 Edition - Spring 2023 update, PVC Supply and Demand), Orbia analytics. 2020 79% 2025 -Operating Rate Nameplate Capacity 2.7% Demand CAGR 2010 - 2030E 52 66 89% 60 68 2030 Global PVC demand: Driven by building and infrastructure industries, urbanization & addressing worldwide water needs ● ● Strong industry fundamentals Global PVC supply Under-invested in last 20 years Few global players with capability & appetite to invest China supply tied to more expensive & environmentally taxing coal-based production process Economic slowdown moderating short-term demand ● orbia#16Polymer Solutions Evaluating Planned Investment in PVC Value Chain to Support Water and Food Security ● ● ● ● ● ● Up to 1 million ton integrated Chlor-Alkali PVC Anticipated four-year phased investment from end 2024-2028 Advantaged access to materials on US Gulf Coast; integrated footprint secures low-cost position 16 Maximum use of clean and renewable energy, exploring co-produced green hydrogen Pursuing government incentives Capital efficient investment with anticipated annual EBITDA ~$650M and targeted investment/EBITDA multiple of ~4x Security of supply and downstream integration value ● ● ● Current focus Monitoring marketing conditions Validating long-term supply/demand thesis, especially China ● ● ● Focused on engineering for next 18 months Ability to adjust project timing based on market conditions Working towards decision point and capital commitments late 2024 orbia#17Strategy Update Building and Infrastructure Leader in providing city-scale water management solutions enabling the world to adapt to changing climate conditions Offering sustainable customer solutions for drinking water, sanitation, climate-resilient cities and better building performance $2.9B¹ 2022 Revenues wavin $321M 2022 EBITDA 1. All figures as of year-end 12/31/22. 2. Company estimates. 17 AMANCO Leading market share positions include: #1 in Europe² #1 in Latin America 11.3% 2022 EBITDA Margin - HU orbia#18Strategy Update Building and Infrastructure Positioning for growth ● ● Challenging market conditions in 2022/23 include the war in Ukraine, rising interest rates, and constrained residential and infrastructure investment 18 Focusing on improving efficiency and profitability in this environment • Resilient longer-term outlook; low housing stock in many geographies Pursuing disciplined growth investments in high-value segments and new geographies orbia#19Building & Infrastructure Climate Adaptation Solutions High-value segments aligned with climate adaption solutions 19 Urban Climate Resilience Includes stormwater management, blue roofs, green roofs, rainwater collection & re-use, tree bunkers ● ● Indoor Climate Solutions Provide complete solutions for energy efficient heating & cooling through underfloor & ceiling systems - hardware and software ● ● Expected to grow significantly over next several years ● Aligned with new construction regulations in Europe Expected to grow significantly over next several years orbia#20Building & Infrastructure Opened New Frontiers in North America, India and Indonesia North America Acquired Bow Plastics in 2022 as platform for growth in $10B+ North American market ● ● ● ● Targeting market with best- in-class Orbia products, leveraging Bow distribution network Creating launch-pad for future organic investments 20 Attractive margins and growth fundamentals India ● Acquired Vectus Plastics in 2022; added 14 sites in addition to existing two Orbia sites Realizing substantial synergies through operational synergies, commercial reach & technological leadership India a high-growth market driven by urbanization and government priorities for clean water & sanitation Indonesia Began construction of new greenfield site in 2022 ● ● ● Built commercial presence to seed market prior to commissioning Supported Wavin as a well-recognized brand in Indonesia Operational in 2024 DW WELCOME TO GROUNDBREAKING CEREMONY orbia#21Strategy Update Precision Agriculture Focusing on precision irrigation systems, greenhouses and digital farming technologies Solutions enable farmers to get higher and better-quality yields while using less water, fertilizer, energy and labor to play a critical role in driving a food-secure future $1.1B 2022 Revenues NETAFIM™ 1. All figures as of year-end 12/31/22. 2. Company estimates. 21 $144M 2022 EBITDA #1 Global market share² 13.3% 2022 EBITDA Margin orbia moit#22Strategy Update Precision Agriculture Reinvigorating growth and creating demand • Challenging market conditions in 2022/23 include war, high ● interest rates, volatile high-value crop prices and weather events • In the short-term, farmers subject to input cost pressures and volatility of output prices ● ● 22 In the long-term, drip irrigation is critical to address water and food security Creating demand by working with customers and institutions to drive adoption Four growth vectors; building channels-to-market and regional capabilities to execute orbia#23Precision Agriculture Investing to Grow the Total Addressable Market for Precision Agriculture and in new Business Models Extensive Crops Developed and sold fit- for-use solutions for rice, corn, soybeans, cotton and other cash-crops 23 2244 Irrigation-as-a-Service Successfully ran over 10 pilots to validate model. Building capability to scale Greenhouse Affected by inflation and high energy cost, now recovering with strong pipeline in US, China and Australia Digital Farming Launched GrowSphere to enable farmers to optimize irrigation and fertigation orbia#24Strategy Update Fluorinated Solutions Decarbonizing our environment and enabling the world's transition to sustainable energy Enabling solutions by: Reducing the carbon footprint of steel, cement & aluminum production ● ● ● Transitioning to lower global warming potential refrigerants and medical propellants Near-shoring of critical materials for batteries and semiconductors Providing security of supply through vertical integration $852M' $305M 2022 Revenues 2022 EBITDA Koura 24 1. All figures as of year-end 12/31/22. 2. Per third party reports and Company estimates. #1 Fluorspar² #1 Medical propellants² 35.8% 2022 EBITDA Margin IC orbia GV60#25Fluorinated Solutions Fluorine is a Critical Material Enabling Energy Transition The energy storage market >20% 30-40kg CAGR Acidspar per electric vehicle Lithium-ion battery market will grow with electric vehicle demand beyond 2030 3.5 Terawatt hours LiB capacity by 2030 equates to 1.4 million MT acidspar, >25% of current acidspar supply 1. Based on 100kWH battery 25 Lithium-ion battery BINDER (PVDF) CATHODE (+) LITHIUM-METAL OXIDE ELECTROLYTE (LiPF6) POROUS LITHIUM ION SEPARATOR ANODE (-) LITHIUM IN GRAPHITE The element fluorine is used in: • The electrolyte that enables lithium ions to move (LiPF6) ● The cathode and the separator as the binder (PVDF) Specialty additives for improved battery performance orbia#26Fluorinated Solutions Substantial Investment in Energy Materials Pursuing a PVDF binder joint venture with Solvay Solvay and Orbia to create a partnership to produce battery-grade polyvinylidene fluoride (PVDF) • MOU signed November 2022, currently working on definitive agreement $850M investment 51% Solvay / 49% Orbia Investment from late 2023-2026 • The only battery-grade suspension ● PVDF capacity in North America ● ● 26 Combination of Solvay and Orbia strengths enables JV to serve North American market needs • Orbia brings supply security for critical inputs: hydrofluoric acid, vinyl chloride monomer and chlorine ● Solvay, global leader in PVDF, brings unparalleled technology and global market knowledge • High technical barriers to entry US IRA Act places restrictions on critical materials of Chinese origin for electric vehicles made in U.S. ● orbia 5#27Fluorinated Solutions Substantial Investment in Energy Materials Leveraging industry-leading technology for LiPF6 manufacturing and U.S. Department of Energy grant Building industry first large-scale North American LiPF6 manufacturing facility ● ● $325M planned investment 2023 - 2026 Secured DoE award of $100M for first LiPF6 manufacturing plant in the U.S. Optimally positioned to benefit from near-shoring of critical materials for electric vehicles 27 Secured world-class technology with from recognized industry leader ● ● ● Kanto-Denka technology, know-how and support de-risks capital project and commissioning Industry-leading LiPF6 is proven and qualified with major electrolyte and battery producers, speeding adoption License terms enable Orbia to build capacity as needed to match supply to local demand growth orbia#28Strategy Update Connectivity Solutions Producing standard and advanced conduit and accessories for telecommunications infrastructure Essential and innovative products and solutions for passive network infrastructure that connect cities, homes and people $1.4B 2022 Revenues Odura-line $357M 2022 EBITDA 28 #1 Global market share² Industry-leading customer service 26.9% 2022 EBITDA Margin 1. All figures as of year-end 12/31/22. 2. Internal analysis based on revenue data from competitors' annual reports / company filings, Dun & Bradstreet (DNB), expert interviews (Mar 2022). GE orbia#29Connectivity Solutions Significant Tailwinds in United States, Driven by Increasing Appetite for Data & Public Investment $90B Public Investment in Fiber 29 Infrastructure Investment Jobs Act Cares/ARPA RD OF I & II Others USD, B $5.4 Source: 2023 RVA Fiber Broadcast Forecast $22.0 $20.4 $42.5 Fiber Demand Growth Incremental U.S. homes connected Mm homes/year 5 4 3 2 1 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Source: 2023 RVA Fiber Broadcast Forecast Orbia Demand Positioned as market leader in data conduit and solutions Equitable broadband access, rural deployment of fiber, 5G telecom and cloud computing drive long-term demand growth ● Expect strong demand growth in U.S. & Canada through the decade orbia#30Connectivity Solutions Planned Growth Aligned with Tailwinds Investing to meet surging demand Four footprint expansions to be completed this year • Two new facilities in Salt Lake City, Utah ● ● One new facility in St. Albert, Canada Expansion of Gainesville, Texas Additional investments to be announced in 2023 & 2024 30 Expanding into complementary services • Acquired Biarri Networks in 2022, ● a software & service provider that assists carriers in planning and deploying networks dura-line orbia # orbia#31Strategy Update Sustainability Strategy Three pillars to our strategy 31 Sustainable Low-Impact and Resilient Operations Solutions Impactful Ventures Responsible Business (Foundational ESG practices) Achieving positive impacts across our operations as well as through our offerings and ventures orbia#32Sustainability 2022 Highlights Resilient Operations Low-impact operations to protect our people and planet ● ● Validation of 2030 targets by the Science Based Targets initiative to reduce Scope 1, 2 and 3 greenhouse gas emissions. Scopes 1 & 2 targets: 47% reduction by 2030 and net zero by 2050 32 Scope 3 target: 30% reduction by 2030 146% Renewable electricity vs. 2021 Sustainable Solutions New offerings enabling decarbonization across key sectors • Transportation: Playing a key role in EV battery materials supply chain ● ● ● Agriculture: World's first carbon credit program for rice Refrigerants: Low GWP award- winning refrigerants Cement: Metspar in cement production for CO₂ emission reductions 61% 2022 revenues contribute directly or indirectly to UN SDGs Impactful Ventures Investing in clean and green technologies and in promising spaces VERDAGY TECHNOLOGY ASCEND ELEMENTS TYPE ONE ENERGY $10.3M Invested by Orbia Ventures in 2022 ALE orbia TUT#33Sustainability ESG Accomplishments Improved ESG performance with proactive rating agency engagement have yielded positive results 2022 Performance MSCI ESG RATINGS 33 BB CCC B BB BBB A AA AAA Upgraded from B to BB U ESG Risk Rating of 19.6 (upgrade from Medium to Low Risk) SUSTAINALYTICS Orbia Advanced Corporation, S.A.B. de C.V. Commodity Chemicals Sustainability Yearbook Member S&P Global ESG Score 2022 68/100 As of February 7, 2023. Position and Score are industry specific and reflect exclusion screening criteria. Learn more at spglobal.com/esg/yearbook S&P Global Sustainable1 Improved from 64 to 68 GOLD 2022 ecovadis Sustainability Rating 67/100 92nd percentile Improved from silver to gold CDP DRIVING SUSTAINABLE ECONOMIES B score for Climate Change and Water Security Key ESG Indices: MILA Since 2019 Since 2015 Since 2012 Member of Dow Jones Sustainability Indices Powered by the S&P Global CSA FTSE4Good EMPRESA RELA SUSTENT SUSTENTABLE orbia#34Strategy Update Innovation and Material Science are Key Competitive Advantages 34 >280 Research and development professionals New products and services account for 13% of revenues¹ Portfolio of 2,250 4,600 Patents² Trademarks 1. N 2. Orbia Ventures investing in 12 promising startups sharing our vision Percent of 2022 revenue Including patents in the process of registration. SAC www Genghapu orbia www. samanst#3535 Financial Outlook Jim Kelly Chief Financial Officer orbia#36Financial Outlook Well Positioned for Profitable Long-Term Growth Investing in key growth projects to accelerate revenue and margin expansion Illustrative EBITDA 2023 2028/2029 >$1.65B 2023E¹ 8% - 10% CAGR from base business & all other projects 1. Projected figures based on company guidance provided on 4/27/2023 $3.2B - $3.5B 2028E $3.7B+ 2029E PVC expansion Energy materials Values represent EBITDA targets, subject to risks associated with capital project approval and execution, market conditions and other factors 36 • Market growth, innovation, commercial excellence and investments in capital- efficient expansions to drive profitable growth Targeted revenue and EBITDA expansion accelerate as PVC and energy materials investments fully come online 90% of growth from organic projects at an investment/EBITDA multiple of 3-4x • Maintaining a disciplined approach to capital deployment and risk management orbia#37Financial Outlook Operating Cash Flow Should Fund 75% of Our Cash Requirement Through 2028, Targeting Investment Grade Leverage ~2.5x 37 Sources of cash Operating Cash Flow¹ $7.5B - $7.9B Incremental $2.0B - $2.3B Debt 2023 2028 inclusive ● ● ● Grows from $1.1B to over $2.0B per year Debt increases during period of investment Target <2.5x Net Debt to EBITDA over long term Uses of cash Maintenance $2.1B - $2.3B Capital $5.1B - $5.4B Growth Capital Payments to $0.8B - $0.9B Minority Interests Returns to Shareholders $1.5B - $1.6B ● ● ● ● 2023 2028 inclusive $300M-$350M this year, grows with business - Inclusive of organic growth and small bolt-on acquisitions Payments to Oxy and minority owners of Precision Agriculture Stable dividend grows with underlying business Our strategy enables us to invest in growth, maintain investment-grade leverage ratios and deliver stable returns to shareholders orbia#38Financial Outlook Reiterating our Commitment to our Long-Term Targets 38 $13.0B - $15.0B 2028 Revenue 22 - 24% Long-term EBITDA margin >60% Operating cash conversion $3.2B - $3.5B 2028 EBITDA 13% - 15% Return on invested capital Dividends Stable and growing; 5 - 6% yield at current valuation <25x Leverage ratio orbia#3939 Closing Remarks Sameer Bharadwaj Chief Executive Officer orbia#40Closing Remarks Key Takeaways 01 Vertically-integrated footprint on supply side of sustainability 02 solutions and positioned to enable near-shoring of critical materials 03 04 05 Strong dividend yield rewarding long-term investors 40 Orbia leads in water, food, climate resilience, energy transition and connectivity solutions and is poised to benefit from growth in these sectors Growth strategy built on organic expansions at cost of 2-4x EBITDA at maturity Disciplined approach to investing and strong balance sheet. Targeting long-term Net Debt/EBITDA of 2.5x or below and managing risks orbia#41orbia Advancing life together Polymer Solutions Connectivity Solutions Precision Building & Infrastructure Agriculture Fluorinated Solutions Orbia is a company driven by a shared purpose: to advance life around the world. The five Orbia business groups have a collective focus on expanding access to health and wellness, reinventing the future of cities and homes, ensuring food and water security, connecting communities to information and accelerating a circular economy with basic and advanced materials, specialty products and innovative solutions.#42Jim Kelly Chief Financial Officer orbia#43Gerardo Lozoya Latapi Investor Relations Director orbia#44Orbia Strategy Update, Q&A Session June 6, 2023 What are the main drivers of this PVC demand growth, is there any specific commitment from the segment that will push this demand? Leonardo Marcondes, BofA orbia#45Orbia Strategy Update, Q&A Session June 6, 2023 What are the company's main risks and concerns to deliver towards your growth plan? Leonardo Marcondes, BofA orbia#46Orbia Strategy Update, Q&A Session June 6, 2023 The growth capital you shared a year ago was between $6.5 - $6.8B, it seems you're lowering this to around $5.5B, what are the main differences or am I looking at it in a wrong way? Andres Cardona, Citi orbia#47Orbia Strategy Update, Q&A Session June 6, 2023 It seems that the opportunity you have with Fluorinated Solutions can potentially be much bigger, can you repeat the numbers you're assuming for the growth as the EBITDA can be multiplied 3x, and if you can, help us by breaking down the CAPEX opportunities you have. Andres Cardona, Citi orbia#48Orbia Strategy Update, Q&A Session June 6, 2023 Did you announce a green light from the Board of Directors pertaining to the 1.1M ton PVC expansion capacity program? Nik Lippmann, Morgan Stanley orbia#49Orbia Strategy Update, Q&A Session June 6, 2023 Historic EBITDA per ton including the cracker has been USD 247 per ton. If I exclude the cracker on my estimates, I take hits of USD 186 per ton. You're still sustaining around USD 600 – 650 per ton over the PVC investment, that sounds like a high amount, can you address how are you are going to get there? Nik Lippmann, Morgan Stanley orbia#50Orbia Strategy Update, Q&A Session June 6, 2023 Your minority investment in your forecast will be rising from a run rate of $90M plus Netafim to 130 - 150M per annum, if my numbers are correct. The question is, are you thinking to use a similar payment structure where you book a lot through the EBITDA line, then pay below the line to whomever you're going to partner with? Nik Lippmann, Morgan Stanley orbia#51Orbia Strategy Update, Q&A Session June 6, 2023 Can you share anything about location of this project and about the partner related to the PVC project? Nik Lippmann, Morgan Stanley orbia#52Orbia Strategy Update, Q&A Session June 6, 2023 Could Orbia easily ramp up supply of fluorite in the mines of Mexico to attend the EV market potential if we get to the point of the 6x − 8x demand growth, what's the annual supply capacity today and would you need to invest to expand that? Vicente Falanga, Bradesco orbia#53Orbia Strategy Update, Q&A Session June 6, 2023 What can we expect from Netafim's EBITDA growth, looking ahead? Vicente Falanga, Bradesco orbia#54Orbia Strategy Update, Q&A Session June 6, 2023 You previously gave a guidance of USD 13B to 15B on revenues and USD 3.1B to 3.5B in EBITDA for 2027, and today you're giving a similar guidance but for 2028. What is going as expected, below or above expectations and looking forward, which projects have more uncertainty, and which you feel more comfortable with? Tasso Vasconsellos, UBS orbia#55Orbia Strategy Update, Q&A Session June 6, 2023 In terms of funding, is the goal to go entirely with bank debt or are there any other possibilities such as capital increase, JVs or any other option? And concerning the timing of this funding, are you expecting this additional USD $2B to be done gradually in the upcoming years or concentrated in a specific year? Tasso Vasconsellos, UBS orbia#56Orbia Strategy Update, Q&A Session June 6, 2023 On Connectivy Solutions, how can Orbia take advantage of the global footprint of its other businesses to replicate the current success you're having in the U.S. and Canada in other regions such as Europe, for example? Pablo Monsivais, Barclays orbia#57Orbia Strategy Update, Q&A Session June 6, 2023 Can you share an example of how Netafim is more competitive by being within Orbia and can you share an example of the internal synergies that speed up the micro irrigation adoption rate? Pablo Monsivais, Barclays orbia#58Orbia Strategy Update, Q&A Session June 6, 2023 Can you share with us your first thoughts on semiconductors and how Koura can participate? Pablo Monsivais, Barclays orbia#59Orbia Strategy Update, Q&A Session June 6, 2023 If the Polymer Solutions investment is to happen in the U.S. Gulf Coast, will we still see the integration benefit or how should we think about the integration? Regina Carrillo, GBM orbia#60Orbia Strategy Update, Q&A Session June 6, 2023 By how much are you expanding your capacity in the Connectivity Solutions business and how much will be additional investments in 2023 and 2024, and can you share any CAPEX numbers? Regina Carrillo, GBM orbia#61Orbia Strategy Update, Q&A Session June 6, 2023 Besides the dividend yield that you're expecting to maintain, do you have a strategy for share buybacks and cancellations? Regina Carrillo, GBM orbia#62Orbia Strategy Update, Q&A Session June 6, 2023 In the Use of Cash slide, I'm seeing a reduction in dividends. What is driving the difference from USD $1.5B to $1.6B this year compared to last year's USD $2.3B to $2.7B a year ago? Andres Cardona from Citi orbia