Orbia Investor Presentation

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#1orbia Investor Presentation March 2022#2Safe Harbor In addition to historical information, this presentation contains "forward-looking" statements that reflect management's expectations for the future. The words "anticipate,” “believe,” “expect,” “hope," "have the intention of,” “might,” “plan,” "should" and similar expressions generally indicate comments on expectations. The final results may be materially different from current expectations due to several factors, which include, but are not limited to, global and local changes in politics, the economy, business, competition, market and regulatory factors, cyclical trends in relevant sectors; as well as other factors that are highlighted under the title "Risk Factors" in the annual report submitted by Orbia to the Mexican National Banking and Securities Commission (CNBV). The forward- looking statements included herein represent Orbia's views as of the date of this presentation. Orbia undertakes no obligation to revise or update publicly any forward-looking statement for any reason unless required by law. Investor Presentation | 2 orbia#3Invest with Us 01 Leading global business platforms Multiple catalysts for value creation 02 Wittiple catalyst organic growth with organic and inorganic growth opportunities 03 Experienced global leadership team executing transformation to double-digit ROIC and strong cash flow generation Focused on ESG while delivering world-class performance 04 with emphasis on planet, people and profit 05 Solid financial foundation with disciplined capital allocation framework to drive shareholder value Investor Presentation | 3 Addressing the world's biggest challenges. orbia#4Company Overview and Strategy Investor Presentation | 4 orbia#5Making a mark in the world, for the world. "Orb" The Latin word for a spherical globe. "Bia" A word from Greek mythology for the personification of force. orb. bia OUR PURPOSE Advance life around the world. Investor Presentation | 5 OUR VALUES Be Brave Take Responsibility Embrace Diversity Optimize Our Investments Reduce Greenhouse Gas Emissions Evolve to an Innovative Solutions Provider Upskill Our Workforce Reduce Waste Sent to Landfill 2018 Increase 2019 Women in Management 2020 Our Impact Mark Our ImpactMark is more than just an innovative "living" logomark it is a visual representation of our purpose- driven performance year-on-year. The ImpactMark reflects Orbia's commitment to advancing life around the world by marking our progress on six key performance indicators related to the themes of people, planet, and profit. orbia#6Addressing the world's biggest challenges. ZERD HUNGER SSS How do we feed the world sustainably? DECENT WORK AND ECONOMIC GROWTH M REDUCED 10 INEQUALITIES SUSTAINABLE CITIES AND COMMUNITIES How do we connect and empower communities with data? Investor Presentation | 6 CLEAN WATER 6 AND SANITATION NEUSTRY NOVADEN AND INFRASTRUCTURE 11 SUSTAINABLE CRES AND COMMUNITIES How can we better manage our water systems? How do we make cities more livable, lovable and resilient? 9 INDUSTRY INNOVATION GOOD HEALTH AND WELL-BEING W❤ Can health and well-being be made accessible? RESPONSIBLE 12 CONSUMPTION AND PRODUCTION 15 ON LAND LIFE How do we push beyond sustainability to regeneration? orbia#7Orbia Snapshot-A global company with global impact. 1953 Founded ~22,000 Employees 100+ Countries Commercial Activities 2021 Financial Highlights by Segment 8% 11% 13% Revenues 33% 6% 7% 35% 12% EBITDA 55% 20% Investor Presentation | 7 ■Polymer Solutions (Vestolit / Alphagary) Building & Infrastructure (Wavin) ■Precision Agriculture (Netafim) ■Data Communication (Dura-Line) Fluorinated Solutions (Koura) US $8.8B 2021 Revenues 23.3% 2021 EBITDA Margin Diversified Global Footprint 2021Revenues by Region' NORTH AMERIC EUROP E A 33% BOSTON 35% AMSTERDAM MEXICO CITY SOUTH AMERICA 22% TEL AVIV ASIA 7% AFRICA 3% Operations Commercial Activities 2021 Revenues 4 Strategic, Global Hubs orbia#8Diverse, global platforms with strong market positions. Growth Since 2005¹ ✓ 11x Revenue ✓ 11x EBITDA Mexichem (2005) Revenue by Geography 70% Mexico 30% Rest of World EBITDA by Sector 80% Chemicals & Basic Products 20% Specialty Products Orbia (2020) Revenue by Geography 10% Mexico 90% Rest of World EBITDA by Sector 35% Chemicals & Basic Products 65% Specialty Products Bidim Colpozos Fluorita de Rio Verde PLASTUBOS tubos flexibles GRUPO PRIMEX DOG PETCO QUIMIR Camesa trade name becomes Mexichem AMANCO AlphaGary INEOS dura-line wavin OxyChemⓇ VESTOLIT Plásticos Rex S.A. de C.V. Vinyl PMV Compounds.M Policyd Fluorita de PolyOne Mexico NETAFIM™ SYLVIN TECHNOLOGIES 2005 2007 2008 2009 2010 2011 2012 2013 2014 2016 2018 2,047 EBITDA 189 228 392 472 457 645 962 830 899 818 910 926 1,106 1,397 1,365 1,318 (USD $M) Net Debt/EBITDA 2005 2006 2007 2008 with a Long-term 0.5x 0.7x 1.6x 1.2x 2009 1.0x 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 1.3x 1.1x 0.7x 1.0x 2.2x 1.0x 1.8x 1.2x 2.1x 2.1x 2.1x 1.3x Target of -2.0x 1. Reported figures under Mexican GAAP and converted into dollars, using annual figures as of the end of 2021. Investor Presentation | 8 orbia#9Our durable portfolio of businesses is focused on higher growth markets and regions and benefits from long-term megatrends. • POLYMER SOLUTIONS ▼vestolit alphagary 35%¹ Amongst the most cost- efficient players in the PVC industry with leading market share in specialty resins. Recognized for strong technical, commercial and product support. • Vertically integrated into downstream businesses, particularly with Wavin. BUILDING & INFRASTRUCTURE wavin 33%¹ Legendary brand with strong positions in Europe and LatAm; significant growth opportunities in North America and Asia. • Focused on delivering solutions around efficient water supply, sanitation, climate change, sustainable construction. PRECISION AGRICULTURE NETAFIM™ 13%¹ • Global market leader offering leading high-tech solutions, services and products to grow more with less. • Significant growth opportunities around extensive crops, "irrigation-as-a-service", digital farming, greenhouse technologies, etc. • DATA COMMUNICATION dura-line 11%¹ Strong leader in US, significant market share in Europe, growing presence in Asia. Significant opportunities around Micro-Technology. All our businesses are aligned to favorable, long-term mega-trends. Growing middle class with urbanization 1. Represents percentage of revenues of 2021. Investor Presentation | 9 Increased water and food scarcity Connectivity, IoT and digitalization • FLUORINATED SOLUTIONS Koura 8%¹ World's largest Fluorspar mineral body and leadership positions in downstream markets. Chemicals and propellants serving wide array of industries. Compelling market opportunities around energy storage and eco-friendly gases. Climate change/focus on sustainability orbia#10Experienced and passionate leadership team focused on execution. Business Group Leaders Sameer Bharadwaj Chief Executive Officer Corporate & Functional Leaders Gaby Miodownik EVP & President, Precision Agriculture (Netafim) Gautam Nivarthy EVP & President, Polymer Solutions (Alphagary) Peter Hajdu EVP & President, Data Communication (Dura-Line) John Branan Corporate VP, Health, Safety & Environment and Engineering Jorge Luis Guzmán Mejía Corporate Senior VP, Internal Audit Jim Kelly Chief Financial Officer Mike Bruggeman Chief Information Officer Tania Rabasa Kovacs VP, Sustainability Gregg Smith EVP & President, Fluorinated Solutions (Koura) Nick Ballas EVP & President, Polymer Solutions (Vestolit) Maarten Roef EVP & President, Building & Infrastructure (Wavin) Deb Butters Senior VP, Chief People Officer Shai Albaranes Corporate VP, Innovation & Ventures Josh Preneta Corporate VP, Strategy Sheldon Hirt Senior VP, General Counsel Investor Presentation | 10 orbia#11Engaged Board of Directors Antonio del Valle Ruiz Honorary Chairman for Life Eduardo Tricio Haro Independent Juan Pablo del Valle Perochena Chairman Antonio del Valle Perochena Patrimonial María de Guadalupe del Valle Perochena Patrimonial Francisco del Valle Patrimonial Guillermo Ortiz Martínez Independent Mihir Desai Independent Divo Milan Haddad Independent Alma Rosa Moreno Razo Independent Maria Teresa Arnal Independent Jack Goldstein Ring Independent 67% 25% of Directors are Independent of Directors are Women Fostering a culture of accountability, diversity and outperformance. Investor Presentation | 11 Mark Rajkowski Independent orbia#12The next phase of our strategy Capture profitable growth and have an impact as a global leader. Where we were Where we are Where we are going Strong foundation from Mexichem to Orbia Visionary Leadership Built a world-class management team to drive transformation strategy. Organizational Transformation • Realigned organization to be more customer-centric. Focused on capabilities, culture, talent, processes, tools, strategy and alignment. Portfolio Optimization Created business groups and shifted focus from product supplier to solution provider. Building capabilities and competitive advantage Customer-Centricity Strengthening and expanding our market leadership, getting closer to customers and moving up the value chain. Innovation Delivering better products and services with human-centric approach. Operational Excellence • Optimizing supply chain and procurement. Sustainability Measuring progress through our ImpactMark. Financial Outperformance Focusing on profitability, working capital, ROIC, cash flow generation, asset turnover. Cultivating for tomorrow Robust organic growth Grow through geographic expansion, new product offerings and innovative solutions. Evolve business with strong market leadership • Increase recurring revenue by monetizing digital services Increase % of total revenue from innovative solutions (e.g., services). Disciplined approach to capital allocation to foster ROIC and strong free cash flow Leverage robust cash flow for strategic organic and inorganic growth opportunities. Investor Presentation | 12 orbia#13Where We Are: Customer-Centricity Getting closer to customers by strengthening and expanding our market leadership through value-adding initiatives. Polymer Solutions • Assessing expansion opportunities for specialty resins in new markets such as Asia. Offering innovative solutions to the construction sector, such as our new One Pack Solution for stone plastic composites that improves moisture resistance in areas like bathrooms and utility rooms. Building & Infrastructure • Expanding our footprint to stay close to customers in new markets (India and elsewhere, etc.). . • Continuous investments in indoor climate solutions and stormwater management. • Precision Agriculture Leveraging our capabilities by expanding in extensive crops (corn, soybean, cotton). Expanding "Irrigation-as- a-Service" to help customers. Data Communications . • Making significant . strategic investments in Europe and Asia by building local coverage. Partner with key customers in delivering fiber to the home as a logical next step on the path from ADSL and VDSL to vectoring and super-vectoring. Fluorinated Solutions • Launch of a next generation medical propellant ZEPHEX® 152a and the development of multiple next gen low- GWP refrigerants. ⚫ Looking into opportunities to benefit from exponential growth in energy storage specifically tied to HEVS. Multiple catalysts for value creation as we execute our transformation. Abbreviations: FTTH - Fiber to the Home; ADSL - Asymmetric Digital Subscriber Line: VDSL - Very High Bit-Rate Digital Subscriber Line; GWP - Global Warming Potential; HEVs - Hybrid Electric Vehicles. Investor Presentation | 13 orbia#142●●● Where We Are: Innovation Innovating differently to capture large market opportunity. Generating new products and services through the introduction of "circular economy" principles. Incorporating artificial intelligence (AI), machine learning (ML) and other advanced technologies into customer problem solving. Building and launching new ventures that aim to solve global systems challenges. orbia ventures See Tree ASCEND ELEMENTS Offers a multi-layered data collection strategy - military grade drones, ground sensors, Al & ML tools, and boots-on-the- ground - that results in maximized productivity at a lower cost. To be incorporated into Netafim's digital farming offering. Engaged in battery recycling and sustainable production of battery materials. Organic . • • Fluorinated Solutions Significant opportunities around Lithium batteries for Hybrid and Electric Vehicles (HEVs). HEVS batteries require substantial amounts of fluorine for binders (PVDF), electrolyte (LiPF6), and additives. HEVS consume approximately 30 kilos of acidspar for a total Establishing partnerships; leveraging innovation and technologies developed outside of Orbia. VERDAGY Innovation in water electrolysis technology for the very large-scale production of green hydrogen. Abbreviations: PVDF - Polyvinylidene fluoride; LiPF6 - Lithium hexafluorophosphate: RNA - Ribonucleic acid. Investor Presentation | 14 of 140k metric tons today and is expected to grow to over 1,000k metric tons by 2030. 140k 1,000k 2021 2030E orbia#15Where We Are: Operational Excellence Our Operational Excellence journey is underway, identifying cost efficiencies in order to drive stronger profitability. Delivering positive results by maintaining focus on: Supply Chain Management Improving Footprint Efficiency Optimizing Asset and Capacity Utilization Procurement • Developing a roadmap to improve our procurement capabilities aiming at achieving best-in-class procurement practices and organization. • Revising and optimizing key processes to leverage our collective purchasing power of $4.5B worldwide to deliver cost savings. Testing digital tools to enhance our procurement processes and capabilities. Footprint Improving asset utilization across the businesses by relentless focus on operational and manufacturing efficiencies, resulting in meaningful savings. Maintaining strategic flexibility for manufacturing and warehouse footprint across business groups. -Repurposing two former Dura-Line sites in India for Wavin. Working Capital Assess and optimize cash conversion cycle while looking for areas of opportunity. • Lead time optimization. • Established cross business group operations team • to monitor and identify best practices for efficient inventory management processes without compromising service quality. Defining KPIs to measure and set target performance metrics both internally and in relation to best practices in the sector. Investor Presentation | 15 orbia#16Where We Are: Sustainability Significant progress on ESG initiatives in 2021 and against our longer-term goals. Our path to net zero & Safety TRIR² <0.2 for employees and contractors 2025 Waste 100% of plants will Send Zero Waste to Landfill Environmental Management 100% of Sites Certified with an Environmental Management System 20301 Air emissions Reduce sulfur oxides (SOX) emissions by 60% Climate change Reduce Scope 3 GHG emissions Milestones 2050 Climate change Reduce Scope 1 & 2 GHG emissions by 47% Climate change Achieve Net Zero Carbon Emissions (scope 1+2) First investment in the green hydrogen space. Verdagy is innovating water electrolysis technology for the very large-scale production of green hydrogen. ⚫ 7 out of 8 transactions by Orbia Ventures were focused on Climate Tech. Reduced GHG emissions (Scope 1 +2) by 10% vs. 2019 baseline. Increased renewable energy usage by 28% vs. 2020 (renewables now represent 6% of total electricity consumption) ⚫ Decreased total process waste directed to disposal by 20% vs. 2020 1. Pending submission to the Science Based Target initiative, and subsequent approval. 2. Total Recordable Incident Rate For more details and our yearly reports visit: https://www.orbia.com/sustainability/ Investor Presentation | 16 orbia#17Where We Are: Sustainability Significant progress on ESG initiatives in 2021 and against our longer-term goals. Social Continuing to support our people and families around the world in getting through and beyond the coronavirus, from mental health programs to mental support our communities. Total Recordable Incident Rate (TRIR) improved by 19%. Women in leadership roles increased to 22%, representing 33% of leadership hires. Our WASH programs provided 30,000 people with access to water in Brazil, Colombia, Ecuador, Mexico and Peru. 66% of 2020 revenues contributed to the UN Sustainable Development Goals. The revenues from these products increased 24% in 2021. See results, reviewed in collaboration with KPMG. Governance ⚫ Issued inaugural Sustainability-Linked Bond. Completed the first full year of applying our ESG modifier for senior management compensation. ⚫ Released an expanded and improved Code of Ethics. Increasing share of independent members to 67%. New board members bring diversity of backgrounds and expertise. ⚫ 25% of the board members are women. 4% Alternative Energy, Efficiency, Low Carbon & Green Building Solutions 18% Water Management ZERO HUNGER SSS 66% of Orbia's 2020 revenues contributed directly or indirectly to SDGs 13% Connectivity 2% Resource Efficiency /Circularity 2% Major Disease Treatment & Healthcare 7% Access to Drinking Water 20% Sanitation & Hygiene SUSTAINABLE CITIES GOOD HEALTH CLEAN WATER AFFORDABLE AND AND WELL-BEING AND SANITATION CLEAN ENERGY 9 INDUSTRY, INNOVATION AND INFRASTRUCTURE AND COMMUNITIES RESPONSIBLE CONSUMPTION ACTION 12 13 CLIMATE AND PRODUCTION со For more details and our yearly reports visit: https://www.orbia.com/sustainability/ Investor Presentation | 17 orbia#18Where We Are: Sustainability Sustainable Solutions Highlights Building & Infrastructure Rotterdam selected Wavin as a partner to implement innovative water management technology with Tegra Street gully, a 360° water trap and self-cleaning filter ensures optimal surface water drainage, which is made of 100% post-consumer recycled plastic and fully recyclable. Wavin has developed Calefa, an energy-efficient alternative to traditional heating units. Wavin's Calefa district heating units are designed to operate at lower temperatures, taking into account elements like outside weather compensation and standby heat loss. They also use district energy, which is known to operate on renewable energy sources. With 79% of household energy used for heating and hot tap water, this is a key solution to reduce building CO2 emissions and meet global sustainability goals. V vestolit First two orders of Bio-based PVC. Created through the incorporation of two non-fossil fuel-based feedstock in ethylene production - rapeseed oil and used cooking oil. Both feedstocks are bio-based, integrate circularity and do not compete with the food chain. Caustic Soda Blue In Germany, Vestolit is sourcing renewable electricity to support the production of low carbon caustic soda. orbia 7 of 8 transactions by Orbia Ventures in climate tech. 66% Precision Agriculture Launched Streamline X ReGen™ Offering the first dripline to be introduced in Europe using the highest quality recycled material. Developed Subsurface drip irrigation (SDI) system an award-winning technology to reduce the environmental impact of dairy farms. Netafim's Drip irrigation system is demonstrating an effective solution to inefficient flood irrigation. This technology reduces negative environmental impacts while increasing rice yields and saving farmers 35% in energy costs. Data Communications Installation of Future Path via MicroTrenching Reduces environmental disruption by more than 6X. compared to traditional trenching and brings reliable high-speed internet connectivity to communities. of 2020 revenues contribute to the UN SDGs. Fluorinated Solutions Advancing battery performance and recycling. With launch of new brand KoflyteⓇ, acquisition of Silatronix and investment in Ascend Elements, a closed-loop lithium-ion battery recycler. These position Koura to develop and deploy the technologies needed to recycle battery materials Koura brought Zephex® 152a inhaler innovation to market to help people with respiratory conditions. This metered dose inhaler delivers a greater than 90% reduction in GWP. Koura is revolutionizing the refrigerant gas space with the launch of another of its next-generation refrigerants, KleaⓇ 456A, as a lower GWP alternative to R-134a for automotive air conditioning systems. alphagary Developing a DOTP plasticizer and compound series made from recycled PET. Investor Presentation | 18 orbia#19Where We Are: Sustainability ESG Transparency and Accountability Member of Dow Jones Sustainability Indices Powered by the S&P Global CSA CDP DRIVING SUSTAINABLE ECONOMIES FTSE4Good SILVER 2021 ecovadis Sustainability Rating MSCI SUSTAINALYTICS EMPRESA SUSTENTABLE Dow Jones Sustainability Index Since 2019, Orbia is a member of the DJSI MILA Pacific Alliance Index. In 2021, our total score increased by 5%, reflecting a commitment to continuously improve our ESG performance in all aspects of our business. We were honored to be included in the 2021 S&P Sustainability Yearbook. Carbon Disclosure Project In 2021, Orbia obtained a B score (Management Level) for our performance on both Climate Change and Water Security in the CDP assessment. FTSE4Good Index Orbia is a member of the FTSE4Good Index since 2015. In 2020, our total score improved 4% year-on-year demonstrating Orbia has implemented leading Environmental, Social, and Governance (ESG) practices. Ecovadis Orbia joined the Ecovadis platform in 2019. In the 2020 assessment, we maintained our silver rating, positioning us among the top 18% of companies assessed. Through this Ecovadis evaluation we can understand, compare and share our company's sustainability performance with interested parties. ESG Ratings Proactive engagement with rating agencies combined with strong performance have resulted in significant upgrades in our scores, including with MSCI and Sustainalytics. S&P/BMV Total Mexico ESG Index Since 2012, Orbia is a member of the BMV (Mexico Stock Exchange) ESG Index. In 2020, Orbia was one of the 29 Mexican companies selected based on our Corporate Sustainability Assessment (CSA) performance to be part of its sustainability index. Investor Presentation | 19 For more details: Orbia Sustainability ESG Indices orbia#20●●●5 Where We Are: Financial Outperformance Strong financial performance despite an unprecedented pandemic. Sales ($M) $6,987 $6,420 EBITDA ($M) & Margin (%) ROIC (%) $8,783 $2,047 $1,365 $1,318 23.3% 7.9% 7.5% 20.5% 19.5% 13.9% 2019 2020 2021 Agility and Customer Focused ✓ Agile execution throughout last-twelve months, kept essential supply chains intact. ✓ Focus on higher-margin, value-added solutions. 2019 2020 2021 Operational Excellence ✓ Footprint optimization. ✓ Efficient working capital management. ✓ Strict cost discipline and savings. 2019 2020 2021 Capital Management ✓ Strong liquidity. ✓ Maintaining our target leverage range. ✓ Stronger balance sheet. ✓ Robust Free Cash Flow and improving returns. Significant progress towards becoming a more efficient organization while delivering strong last-twelve months results. Investor Presentation | 20 orbia#21Multiple Catalysts for Future Value Creation Global Leading Business Platforms Investor Presentation | 21 Strong Cash Flow to Support Profitable Growth Operational Rigor to Enable Stronger Performance orbia ESG is a Competitive Advantage Higher Growth Markets and Regions orbia#22Business Groups Investor Presentation | 22 orbia#23Orbia's business unit value chain positions Natural Resource Recovery Basic Chemicals Specialty Chemicals Differentiated Materials Manufactured Processes Downstream Solutions Chlor-Alkali & Caustic Soda Production Oil & Gas Production & Refining Vinyl Chloride Monomer PolyVinyl Chloride (PVC) Manufacturing V vestolit Specialty Compounding alphagary Ethylene Polyethylene Oxy JV Mining Hydrofluoric Acid Refrigerants & Propellants Medical Propellants Investor Presentation | 23 Koura Market Pipes wavin Conduit & Cables dura-line Metered Dose Inhalers Drip Irrigation NETAFIM™ orbia#24Polymer Solutions Snapshot Business Concentration Polymer Solutions Corporate Headquarters Boston, MA, United States The Polymer Solutions group is as adaptable and dynamic as the materials it produces. It focuses largely on PVC and other vinyl polymers with a wide variety of applications including pipes, cables, flooring, auto parts, household appliances, clothing, packaging, and multiple medical devices. Nick Ballas President, Polymer Solutions, Vestolit V vestolit alphagary $1.1B 33.0% $3.4B 2021 Revenues 2021 EBITDA 2021 EBITDA Margin #1 ~3.5K 80+ Largest global producer of Specialty PVC #6 Global producer of PVC Employees ~27 Countries served Production Plants and 9 R&D Facilities Gautam Nivarthy President, Polymer Solutions, Alphagary Transforming challenges into opportunities as a best-in-class vinyls company. Investor Presentation | 24 orbia#25Polymer Solutions Strengths & Future Core Strengths • Low-cost PVC producer. • Global supplier with a regional presence. Flexibility from extended geographic footprint and efficient logistic processes. Diversified, best-in-class product portfolio. • Known for technical, commercial and product support. • Formulation expertise with strong material science capability. Leveraging Strengths to Win • Backwards integration into basic raw materials (Ethylene and VCM) that provides significant cost advantage. Advantageous geographic position with access to low-priced materials and attractive end markets. Broad product portfolio and strong brand recognition. • State of the art operational platform and best-in-class technology. Strong and long-term customer relationships. • Focus our innovation platform to win in higher margin segments. The Future of Vestolit/Alphagary Expand our Core Business Continue to grow as a key player in the PVC, Compounds and Chlor-Alkali markets strengthening our leadership position in global and regional markets. Diversify product portfolio Continue to diversify best-in-class product offering, with increased exposure to specialty, more stable and higher-margin products. Strengthen low-cost position Strategic expansion and upstream integration to strengthen position at the lower end of the cost curve. Enter New Markets Expand offerings into new markets and segments which offer better returns and greater growth potential establishing long term relationships with customers. Develop More Sustainable Products Increased sustainable products to 5-10% of portfolio. V vestolit alphagary Investor Presentation | 25 orbia#26Polymer Solutions Growth Initiatives fo Organic Growth Streamline Production De-bottleneck existing production capacity. • Add new state-of-the-art production lines. Innovation Differentiate through specialized high-margin, sustainable and circular solutions. Market Expansion Leverage geographic footprint and strong distribution network • Enter Asian market with a wide product portfolio to gain market share in: Specialty Resins General Resins Phosphates Grow in specialty polymer additives through state-of-the-art heat stabilizer asset and in specialty plasticizers. New Products Develop out next generation of best-in-class products for: • Automotive industry Medical applications • Wire & Cable · (datacom, energy) Vinyl flooring Wallpaper V vestolit alphagary Investor Presentation | 26 EX Polivisol Pethical chem 25kg Mexicher orbia 25kg#27Building & Infrastructure Snapshot Business Concentration Building & Infrastructure Corporate Headquarters Amsterdam, Netherlands The Building and Infrastructure group is redefining today's pipe industry by creating solutions that last longer and require less construction to install. Serving customers in five continents, this group is also innovating sustainable technologies around water collection and management, heating and cooling, and a revolutionary road surface. Maarten Roef President, Building & Infrastructure $2.9B $424M 2021 Revenues 2021 EBITDA wavin 14.5% 2021 EBITDA Margin 75K+ 80+ ~50 ~11K 5 SKUS Countries served Production plants in ~40 countries Employees Business areas Contributing to a better future by building healthy, sustainable environments. Investor Presentation | 27 orbia#28Building & Infrastructure Strengths & Future Core Strengths Key player with customer solutions in drinking water, sanitation, climate resilient cities and better building performance. Leading brand awareness and image in large EMEA and LATAM markets. Strong track record of breakthrough innovative products, systems and solutions. Market leader in most countries where we operate. wavin Leveraging Strengths to Win • Broad product portfolio and strong brand recognition. • Known for product quality and technical support. • Building Information Modeling (BIM) tools experts across regions. • Leader in sustainability, most advanced of its peers. Strong customer relationships and operational excellence. • Innovation leader with e-commerce and multi-channel approach. The Future of Wavin Global Market Leader Safe and efficient water supply, better sanitation and hygiene, climate resilient cities and better building performance. Global Innovation Leader Fast launcher of new products in key business areas. Focus on End User for Value Creation Involved before, during and after installation. Target Customer Base Work with installers, contractors, engineers, investors, construction workers and municipalities. Multi-Channel Strategy Wholesalers, direct and E-commerce. Move to a Service Model Shifting from a product/system orientation to an integrated solutions model including services. Enter New Markets Geographical expansion into North America and APAC. Investor Presentation | 28 orbia#29Building & Infrastructure Growth Initiatives ③ Water Building Expand our Hot & Cold position (currently #2 provider). EMEA: Double-digit growth LATAM: Optimize CPVC¹ portfolio. and introduce EMEA product ranges. • USA/CA and APAC: Start position. • Services under development: inhouse water quality and leakage. Infrastructure • Focus on new services like leak detection and water quality. wavin Sanitation Soil and Waste • Continue to rationalize current PVC and PP Soil and Waste ranges. • Focus on low noise systems. Explore water re-use and heat regeneration services. Sewer • Focus on services (e.g., clogging and leak detection). • Expand leading position in Tegra Inspection Chambers/Manholes. Climate Resilient Cities Storm Water Management Complete range of infiltration crates, Geotextiles and accessories. • From rainwater to ground water. Sustainable Products Aquacel infiltration crate Tegra Street Gullies and Manholes • Filter systems • PlasticRoad ⚫ Electronics and software Data and Services • Rapidly expanding offerings: Preventive/predictive maintenance. City roof as a service. Building Performance Indoor Climate Systems Integrate heating, cooling and ventilation. Air humidity, composition, pollution. • Focused on EMEA expansion then rollout to other regions. Data and Services Subscription-based indoor climate monitoring. Filter systems and accessories. Calculation and design services. 1. Chlorinated Polyvinyl Chloride Investor Presentation | 29 orbia#30Precision Agriculture Snapshot Business Concentration Precision Agriculture Corporate Headquarters Tel Aviv, Israel The Precision Agriculture group helps the world grow more with less. With a focus on irrigation systems, services and digital farming technologies, the group's solutions enable farmers and producers get higher and better-quality yields while using less water, fertilizer and other inputs. Gaby Miodownik President, Precision Agriculture $1.1B 2021 Revenues 30% Global market share in precision irrigation $146M 2021 EBITDA 100+ Countries served Growing more with less. NETAFIM TM 12.9% 2021 EBITDA Margin 17~5K Manufacturing plants Employees Investor Presentation | 30 orbia#31Precision Agriculture Strengths & Future • Core Strengths Market leader in most regions in the world, with the most established and extensive distribution network. Technology leader with the most innovative irrigation products in the market. Unique agronomical and technical knowledge and capabilities. End-to-End project capabilities and supporting services. • Leveraging Strengths to Win Leverage Netafim's unique leadership position in the market. Build on knowledge and capabilities to provide agronomic and technical support. Lead with technology and innovation; be at the forefront of irrigation and digital farming. Increase adoption of sustainable and regenerative agricultural practices. Develop and shift to service models, including managed irrigation services. The Future of Netafim Expand our Core Business Continue geographical expansion, grow 'Projects' business and develop new products and solutions. Increase Penetration of Drip Irrigation Focus on extensive crops (e.g., rice, corn, grains). Lead Digital Farming Market for irrigation and fertigation Capture Leadership Position in Greenhouse and Protected Ag markets. Develop New Service Models Create areas of recurring revenue. COINVEST COINVEST EDINVEST NETAFIM™ Investor Presentation | 31 orbia#32Precision Agriculture Growth Initiatives до Digital Farming Leading the digital farming market for Irrigation and fertigation. • Continue developing NetBeat: The cutting-edge solution for monitoring, analysis and control. • Introduce new SW based solutions and business models. Protected Agriculture Capture a leadership position. Become a global leading greenhouse turnkey provider, by leveraging newly acquired Dutch greenhouse leader Gakon. • Establish strong presence in new and existing markets. NETAFIM™ Community Irrigation Penetrate the 500 million small farmer market with scalable, sustainable solutions. • PPP model targeted to LATAM, SE Asia and Africa. Inclusive irrigation model with significant social and long-term impact for small farmers. Services Grow market opportunity with new services-based models. Leverage services to increase penetration into extensive crops. • Create recurring revenue streams. Investor Presentation | 32 orbia#33Data Communications Snapshot Business Concentration Data Communications dura-line Corporate Headquarters Boston, MA, United States The Data Communications group is working to ensure that everyone around the world has a chance to make the most of the world's information. The group produces more than 400 million meters of cable conduit annually that serve as the physical pathways for fiber and other technologies that connect cities, homes and people. Peter Hajdu President, Data Communication $994M $134M 2021 Revenues 35 $134M 13.5% 2021 EBITDA 2021 EBITDA Margin 2 1.7K 20 R&D Centers Test Facilities Training Academies Employees Production plants Creating what connects us: new infrastructure is being built for the expanding digital economy and smart cities. Investor Presentation | 33 orbia#34FEET DURACINE FITURO Data Communications Strengths & Future Core Strengths . Deep, technical knowledge in conduit products. Strong relationships with largest telecos and carriers. Strong position in the U.S., Canada and Europe. High and fast customization of solutions and closeness to customer in product development. • Global production footprint. dura-line Leveraging Strengths to Win Global footprint, relevant for hyper- scalers and global network/data center operators. Average length of relationship with customers is 15+ years. Only cable conduit company with U.S. nationwide coverage. Highly embedded with customers through customized solutions. • Market leader in North America. 2,200+ customers worldwide across a broad range of end-markets and regions. The Future of Dura-Line More Advanced Products Shift to more advanced products: from 20/80 mix of higher value advanced/standard to 50/50 by 2025. New Products Develop products beyond conduits: small cell, FTTx and data center connectivity. Services Offer services and advanced digital solutions. Communication Service Providers Build relationships with leading communication service providers, network operators, and asset owners. Enter New Markets Focus on countries with largest network buildout expenditure and Top 20 FTTx small- cell markets with highest margin potential. Invest in Emerging Markets Shift in go-to-market strategy focused on higher value advanced products. Investor Presentation | 34 orbia#35Data Communications Growth Initiatives Market Expansion Emerging Markets • Develop strategic accounts team. • Invest in go-to-market capabilities. • Focus on countries with largest network build-out expenditures and top 20 FTTx small-cell markets with highest margin potential. dura-line New Products & Services Advanced, Application-Centric Product Portfolio • Shift to higher margin micro-ducts and accessories. • Introduce more network edge products. - FTTx - Small cells - Data centers Create and Deliver Technical Services • Invest in Dura-Line Academy to train technicians of tomorrow. Support key customers in designing their networks. • Expand field support to deliver full benefits for network owners. Digitization Digital Transformation Become an Infrastructure Technology (InfraTech) player by 2025. • Build recurring revenue through advanced digital solutions. - Passive network design - Passive network inspection and maintenance -Wide area sensing Abbreviations: FTTX - Fiber to the x or fiber in the loop. Investor Presentation | 35 orbia#36Fluorinated Solutions Snapshot Business Concentration Fluorinated Solutions Corporate Headquarters Boston, MA, United States The Fluorinated Solutions group creates fluorine-based products and technologies that support modern living. With the world's largest fluorine mine and robust material science knowledge, the group's chemicals and propellants are used in a wide array of industries, from medicine to construction to transportation. Koura $744M $244M 32.9% 2021 Revenues 100% Vertical integration 2021 EBITDA 2021 EBITDA Margin 20% Production of the world's fluorspar Gregg Smith President, Fluorinated Solutions From Mine to Market- A structure that ensures a secure supply chain. Investor Presentation | 36 orbia#37Fluorinated Solutions Strengths & Future Core Strengths • Koura supplies -20% of the world's fluorine from our mine in Las Cuevas. • We have an industry-leading position in acidspar, metspar, HF and AIF3, given upstream integration and scale. • Koura is a leader in medical propellants, with ~70% share worldwide and >90% in western countries. Leading supplier of refrigerants to automotive air conditioning market sector. Leveraging Strengths to Win • World's largest Fluorspar mineral body with decades of proven reserves. Global scale, fully integrated HF and AIF3 plant in Matamoros, Mexico. • Leading HF producer in North America. • Produce ~70% of world's propellants for metered dose inhalers. • Leading technology for medical, refrigeration and energy storage. Supplier of AIF3 to major aluminum producers. The Future of Koura Strengthen Existing Portfolio Optimize and invest in our existing product lines to generate cash for growth and reduce our environmental footprint. Reduce Carbon Footprint Provide safe & efficient low carbon footprint solutions for our customers in refrigerants and medical propellants. Expand Business Models Expand our business model and invest in healthcare IP to generate licensing revenue from next generation products. Sustainable Energy Introduce solutions and services that enable the world's transition to sustainable energy. Koura Abbreviations: HF: Hydrofluoric acid; AIF3: Aluminum fluoride Investor Presentation | 37 orbia#38Fluorinated Solutions Growth Initiatives Low Global Warming Refrigerants New Downstream Opportunities • HVAC Low GWP HFO-blend refrigerant for air conditioning applications. Low-Temperature Transport Low-GWP refrigerant for marine, air and road transport. CO₂-Based Blend Multi-purpose refrigerants for use in commercial, HVAC, auto and other applications. Фо Healthcare Expand into New Business Models • Next-generation low-GWP propellants with a carbon footprint comparable to dry-powder inhalers. Licensing of formulations and formulation services with our next-generation propellants. Fluorinated anesthetics and other value-added medical products. Sustainable Energy Formulated Materials Become leading supplier of electrolyte components, binders, formulations and other battery materials. Enable sustainable battery materials value chain by making use of recycled materials. • Low-GWP refrigerants for EVs that provide heating and cooling while maximizing driving range. Koura Abbreviations: HVAC: Heating Ventilation and Air Conditioning; GWP: Global Warming Potential; HFO: Hydrofluoroolefins Investor Presentation | 38 orbia#39Financial Highlights orbia#40Historical Financial Performance Sales ($M) $5,349 $7,198 $6,987 $6,420 $5,828 $8,783 2016 2017 2018 2019 2020 2021 EBITDA ($M) & Margin (%) ROIC (%) $2,047 $1,397 $1,365 9.2% $1,318 8.2% 7.9% 23% 7.5% $1,106 21% 6.7% $884 19% 20% 19% 17% 13.9% 2016 2017 2018 2019 2020 2021 2016 2017 2018 2019 2020 2021 Resilient profitability and margin expansion with increased focus on ROIC. Investor Presentation | 40 orbia#41Improving Free Cash Flow and Conversion Free Cash Flow ($M) & FCF Conversion (%) $201 $175 $406 $413 $572 $553 41.9% 29.1% 30.3% 28.0% 15.0% 15.0% 2016 2017 2018 2019 2020 2021 FCF FCF/EBITDA Continued focus on agile execution, strict cost discipline and working capital management. 1. Represent last twelve months ending 9/30/21 Investor Presentation | 41 Drivers of strong FCF • Prioritization of strategic growth projects in optimal end markets Resilient and diversified, global portfolio orbia#42Strong Balance Sheet with ample liquidity Net Debt-to-EBITDA Balance Sheet ($M, 12/31/2021) Debt Profile ($M, 12/31/2021) Cash/Cash Equivalents 782 Gross Debt 3,520 Accounts Receivable 1,370 Less Cash 782 1.8x Inventory 1,292 Net Debt 2,738 Total Assets 10,587 Gross Debt to EBITDA 1.71x Accounts Payable 1,505 Net Debt to EBITDA 1.34x Total Debt 3,520 Total Liabilities 7,182 Commentary Strong balance sheet and cash generation Recent liability management initiative resulted in a substantial reduction in our cost of capital. Maintaining appropriate debt profile with lowered weighted average cost of debt to 4.1% with an average maturity to 14.8 years; next significant maturity extended to 2026; target leverage ratio of ~2.0x. Investor Presentation | 42 1.2x 2.1x 2.1x 2.1x 1.3x hillli 2016 2017 2018 2019 2020 2021 orbia#43Disciplined capital allocation strategy: Focused on investing for growth 3 Focus Areas Reinvestment To support day-to-day operations and incorporate more sustainable practices throughout our organization Focus ✓ Asset integrity ✓ Safety Sustainability ✓ Compliance Digital & Technology ✓ Talent 2° Growth With an emphasis on organic opportunities, complemented by bolt-on acquisitions Investment Areas ✓ Expanding downstream within our value chain ✓ Services, after market ✓ New geographies ✓ New technologies ✓ Capacity expansion 3. Cash Returns In the form of healthy dividends and opportunistic buybacks. Commitments ✓ 2021 ordinary dividend of $0.10 per share; paid first of four installments of $0.025 per share on April 14; equated to over 4% yield Our Philosophy ✓ Compelling project funding with no Business Group bias ✓ Continuous risk assessment and mitigation through proactive actions ✓ Target IRR > WACC ✓ Strong balance sheet focus with Net Debt-to- EBITDA target of approximately 2.0x Investor Presentation | 43 orbia#44A strategic and disciplined approach to inorganic growth. M&A Approach · • Seek bolt-on M&A to achieve new technologies and build upon existing capabilities. An efficient avenue to achieve growth strategies, especially when assets, brand, distribution channels and/or technologies can be attained at a lower cost relative to building from scratch. Strategic criteria ✓ Aligns with Orbia's strengths and long-term strategy ✓ Possesses high barriers to entry, it is a recognized brand ✓ Offers compelling growth drivers and market dynamics, including niche market or leadership position in a fragmented market Financial filters ROIC, EPS accretive, Payback Meaningful recurring revenue High gross margins ✓ Opportunity to capture significant cost synergies EBITDA margin expansion and high growth ✓ Focus on cash generation: FCF conversion Integration ✓ Ability to integrate with Orbia's culture and values with a customer-centric mindset Robust pre- and post-close integration process to ensure success of strategic and financial benefits ✓ Management teams capable of delivering business plan and executing highly attainable cost synergies Investor Presentation | 44 orbia#45Invest with Us 01 Leading, global business platforms. 02 Multiple catalysts for value creation with organic and inorganic growth opportunities. 03 Experienced global leadership team executing transformation to double-digit ROIC and strong cash flow generation. 04 Focused on ESG while delivering world-class performance with emphasis on planet, people and profit. 05 Solid financial foundation with disciplined capital allocation framework to drive shareholder value. Investor Presentation | 45 orbia#46Appendix Investor Presentation | 46 orbia#47P&L USD in millions Last 5 years (Annual) Income Statement 2021 2020 2019 2018 2017 Net sales 8,783 6,240 6,987 7,189 5,828 Cost of sales Gross profit Operating expenses Operating income (loss) 6,156 4,574 5,029 5,199 4,375 2,627 1,846 1,958 1,999 1,453 1,178 1,126 1,135 1,064 745 1,449 720 823 935 708 Financial costs 297 242 295 284 176 Equity in income of associated entity (1) (1) (4) (4) (2) Income (loss) from continuing operations before 1,154 479 533 655 535 income tax Income tax 381 151 206 195 178 Income (loss) from continuing operations 773 328 327 460 357 Discontinued operations (0) (10) (0) 23 (143) Consolidated net income (loss) Minority stockholders Majority net income (loss) EBITDA 772 319 327 483 214 115 124 120 128 20 657 195 207 355 194 2,047 1,318 1,365 1,397 1,106 Investor Presentation | 47 orbia#48Balance Sheet Balance sheet Total assets Current assets USD in millions Cash and temporary investments Receivables Inventories Last 5 years (Annual) 2021 2020 2019 2018 2017 10,587 10,211 10,057 10,075 9,776 3,724 3,156 2,852 2,977 3,952 782 875 586 700 1,900 1,370 1,093 1,158 1,150 975 1,292 861 834 866 675 Other current assets 282 326 274 262 402 Non current assets 6,862 7,055 7,205 7,097 5,824 Property, plant and equipment, Net 3,051 3,186 3,349 3,507 3,626 Right of use Fixed Assets, Net 346 323 337 Intangible assets and Goodwill 3,130 3,225 3,257 3,345 1,910 Long-term assets 335 320 262 245 288 Total liabilities 7,182 7,032 6,963 6,905 6,095 Current liabilities 2,643 2,588 2,577 2,709 2,131 Current portion of long-term debt 240 495 322 396 45 Suppliers 1,505 1,326 1,264 1,414 1,362 Short-term leasings 86 82 78 18 37 Other current liabilities 812 684 913 881 687 Non current liabilities 4,539 4,444 4,386 4,196 3,964 Long-term debt 3,280 3,131 3,129 3,175 3,210 Long-term employee benefits 221 274 229 195 203 Long-term deferred tax liabilities 318 314 335 349 231 Long-term leasings 281 263 267 15 39 Other long-term liabilities 440 463 267 15 39 Consolidated shareholders' equity 3,404 3,180 3,094 3,170 3,681 Minority shareholders' equity 668 687 719 761 878 Majority shareholders' equity 2,737 2,493 2,375 2,409 2,803 Total liabilities & shareholders' equity 10,587 10,211 10,057 10,075 9,776 orbia Investor Presentation | 48#49Cash Flow Statement USD in millions Cash flow Last 5 years (Annual) 2021 2020 2019 2018 2017 EBITDA Taxes paid, net 2,074 1,318 1,365 1,397 1,106 (278) (264) (233) (242) (122) Net interest/Bank commissions (252) (196) (261) (237) (164) Change in trade working capital (479) 32 (112) (92) (103) Others (Other assets - provisions, Net) 10 4 36 4 4 CTA and FX (67) (24) (29) (94) (33) Operating cash flow 982 871 766 734 688 Capital expenditures (311) (228) (261) (283) (289) Leasing payments Free cash flow (98) (90) (92) (45) 572 552 413 406 399 FCF conversion (%) 28.0% 41.9% 30.3% 29.1% 36.1% Dividends to Shareholders (199) (230) (218) (197) (193) Buy-back shares program (116) (42) (41) (67) (5) New debt (paid) (122) 178 (125) 119 985 Minority interest payments (138) (141) (151) (145) Mergers & Acquisitions (48) (1,427) Others 8 (27) 8 270 Net change in cash (94) 289 (114) (1,041) 1,186 Initial cash balance 875 586 700 1,900 714 Cash balance 782 875 586 859 1,900 orbia Investor Presentation | 49#50Financial Results 2021: Business Performance Polymer Solutions Data Communications mm US$ Annual Polymer Solutions 2021 2020 2019 % Var. 21-20 % Var. 20-19 mm US$ Data Communications Annual 2021 2020 2019 % Var. 21-20 % Var. 20-19 Total Revenue 3,438 2,171 2,334 58% -7% Total Revenue 994 732 749 36% -2% Operating Income 876 224 210 291% 7% Operating Income 102 140 116 -27% 21% EBITDA 1,134 462 443 145% 4% EBITDA 134 173 149 -23% 16% Building & Infrastructure mm US$ Fluorinated Solutions Annual mm US$ Annual Building & Fluorinates Solutions 2021 2020 2019 % Var. 21-20 % Var. 20-19 2021 2020 2019 % Var. 21-20 % Var. 20-19 Infrastructure Total Revenue 744 698 805 7% -13% Total Revenue 2,922 2,071 2,239 41% Operating Income 283 127 142 123% EBITDA 424 261 269 -63% -7% -11% -3% Operating Income 183 193 267 -6% -28% EBITDA 244 254 325 -4% -22% Precision Agriculture mm US$ Annual Precision Agriculture 2021 2020 2019 % Var. 21-20 % Var. 20-19 Total Revenue 1,126 972 1,063 16% -9% Operating Income 46 89 92 -48% -3% EBITDA 146 181 179 -20% 1% Investor Presentation | 50 orbia#51IR Contact Gerardo Lozoya Latapi Investor Relations Director [email protected] Diana Echemendía Echeverría Investor Relations Manager [email protected] Orbia Social Networks in http://linkedin.com/company/orbiaglobal twitter.com/orbia instagram.com/weareorbia/ orbia y= y Yammer

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