Ternium S.A. · NYSE:TX
Ternium — Investor Day (June 2025)
22 slides from Ternium's investor day presentation, Jun 18, 2025
Slide 1: Ternium Analyst Day 2025
NYSE - June 18, 2025 Analyst oo rae = ; . ‘| Maximo Vedoya, CEO _ eee
Slide 2: Forward-Looking Statements and Non-IFRS Alternative Performance Measures
Forward-Looking Statements and Non-IFRS Alternative Performance Measures This presentation contains certain forward-looking statements and information relating to Ternium S.A. and its subsidiaries (collectively, “Ternium’) that are based on the current beliefs of its management as well as assumption
Slide 3: Ternium Profile & Business Context
TERNIUM PROFILE & BUSINESS CONTEXT — MEXICO = a BRAZIL > ARGENTINA
Slide 4: Ternium Profile
Ternium Profile Broad presence in Latin America’s main steel markets $17.6B 2024 Net sales Finished Steel Production Capacity 22.3 15.6M 2024 Steel shipments AY i Iron Ore Production Capacity 13 Note: In million metric tans. Inciueing Usiminas. Ternium May 2025 Integrated Facilities 7 nexco OG Steel
Slide 5: Business Context
Business Context Uncertainty as the main market force CHINA'S UNFAIR U.S, RESPONSE RISING See TRADE PRACTICES TRADE ACTION eee GLOBALIZATION TO HARMING GLOBAL REGIONALIZATION MANUFACTURING ECON China share of global manufacturing IMF economic growth projection revision 2000 - 6% 2026; Apr-25 vs. r]
Slide 6: Slide 6
Slide 7: Mexican Steel Market
Mexican Steel Market Attractive market with a significant demand for high-end steel products Steel shipments by sector (2024) Continuous growth of steel demand during the last decades. Strong development of manufacturing industry. heey : ‘ oe , ‘ 37% Ternium is well positioned to substitute steel im
Slide 8: Mexican Steel Market
Mexican Steel Market USMCA likely to benefit from shifting trade patterns Main commercial partner by state (Jan — Apr 2025) A strong USMCA is vital to compete in a regionalized world. Trade among USMCA members represented $1.7 trillion in 2024. US exports to Mexico and Canada account for 33% of tota
Slide 9: Mexican Steel Market
Mexican Steel Market New slab mill set to enhance competitive position in USMCA 7 . . . CO, Emissions/Ton of crude steel ¢ First EAF-based slab mill that will produce exposed automotive steel. * Less than half CO, emission intensity than previously possible. 2.3 * Proprietary low-nitrogen steel prod
Slide 10: Mexican Steel Market
Mexican Steel Market Enhanced capabilities to offer differentiated products and services = Broadened product portfolio = Accelerated introduction of new products New qualities and a new dimensional range for Through Ternium Lab's rapid certification process. automotive, industrial and construction a
Slide 11: Usiminas
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Slide 12: Slide 12
Slide 13: Brazilian Steel Market
Brazilian Steel Market Sophisticated market with significant industrial sector « Steel consumption recovering in the last few years (+9% in 2024). « Vehicle production growing strongly (+10% in 2024). * Chinese steel imports continue to be a concern. * Flat steel imports were 26% of demand YTD, well
Slide 14: Brazilian Steel Market - Usiminas
Brazilian Steel Market - Usiminas Enhancing operational efficiency Crude steel production (thousand tons) 2 = eAverage 950 1 I 850 J ' 1] I 750 1 i] KEY DEVELOPMENTS I Hl ow 660 1 1 + New VPs organizational structure 1 I 550 i] I * Increase in production volumes 450 1 l ‘ T - 1 1* T 7 ¢ Fuel rate re
Slide 15: Argentina
Argentina
Slide 16: Argentine Steel Market
Argentine Steel Market Broad based recovery of steel demand * Macroeconomic reforms driving recovery of economic growth. * Sectorial data point to improved activity in several steel consuming industries. * Vehicle manufacturing expected to increase 8% in 2025. * Energy and mining activity achieving
Slide 17: Enhancing Operational Efficiency
Enhanci g- Operatic nal 5 Effi mer =
Slide 18: Enhancing Operational Efficiency
Enhancing Operational Efficiency New initiatives to decrease production costs Steel shop Pais: apy + Reduced fuel rate and To purchased coke —] jjuua + Increased DRI in the metallic mix + Improved energy efficiency Logistics + Higher load rates + Improved in-plant OPERATIONAL EFFICIENCY = . INITIATI
Slide 19: Intensive use of IT solutions
Intensive use of IT solutions AISMART MANUFACTURING SMART FACTORY EXTENDED BUSINESS. REALTIME START BUSINESS Simulation Models Agents Robots Manufacturing its Tracking * $80 million savings currently validated. + Roadmap, technology and payback assessed by McKinsey. + Main Initiatives: * Control Tow
Slide 20: Conclusions
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Slide 21: A leading steel company in the Americas with a consistent growth track record
A leading steel company in the Americas with a consistent growth track record. Well positioned in the USMCA region to capitalize on the regionalization of supply chains. Continued efficiency improvements remain a priority for Usiminas. Favorable prospects in Argentina, supported by healthy macroecon
Slide 22: Thank You
Thank You 00e60