Chemical Industries Far East Ltd. · SGX:C05
Chemical Industries Far East — Shareholder Meeting (July 2025)
12 slides from Chemical Industries Far East's shareholder meeting presentation, Jul 28, 2025
Slide 1: Annual General Meeting CEO Presentation
Annual General Meeting CEO Presentation July 28, 2025 1
Slide 2: Agenda
Agenda FY 25 EHS Performance Sustainability ESG Scorecard Sustainability Initiatives • Solar Power • Ecovadis Silver & Other Projects Market & Other Challenges CIL Keys to Profitability Growth - $150M contract Onerous $6.2 M Contract New Ultrapure Wet Chemicals for Semiconductor
Slide 3: EHS Performance
EHS Performance 6 EHS Performance 5 5 Type Cat. FY2024 FY2025 4 4 3 Lost-Time Employee (Incl. Intern) 3 5 2 Incident 1 Non-Employee 1 0 0 FY24 FY25 Total 4 5 Lost-Time Lost-Time Incident Employee (Incl. Intern) Incident Non-Employee Summary for FY2025: 1. Higher LTI compared to FY2024. Total 5 LTI i
Slide 4: CultureSAFE Program
New Core Value – First in Safety Annual Quarterly Safety Day CultureSAFE Near Miss with Drill, Program Reporting Training & Program Recognition New Safety Culture Initiatives Implemented Strengthene EHS d PPE Safety Time Excellence Compliance Out Award & SWP 4 Confidential
Slide 5: FY2025 ESG Targets Scorecard
SUSTAINABILITY: FY2025 ESG Targets Scorecard Environment Performance E • 3% energy intensity reduction • 3% water efficiency index improvement • 3% GHG intensity reduction Sustainability Social Performance • Zero fatality or high consequence injury • Total recordable injury (TRI) performance S G • 1
Slide 6: Completed Green Energy Initiatives: Solar Power Panels
Completed Green Energy Initiatives Solar Power Panels Solar power panels installed at both our Sakra & Samulun plants are fully operational Analysis of Solar power generation N o Item Data Unit Annual Energy 1.41 GWh 1 generation from Solar panels 5.08 TJ Annual carbon 2 abatement 582 tCO2e achieved
Slide 7: Ecovadis Silver Sustainability Rating
Ecovadis Silver Sustainability Rating - Energy Savings Seawater to Brine/Water A sustainability milestone: ‘Silver’ EcoVadis Rating achieved with overall score of Water Savings 69/100 and at the 86th percentile CIL will continually assess of all companies assessed by renewable energy & water Ecovadi
Slide 8: Market & other challenges
Intense competition from Malaysia producers with low electricity tariffs (65% lower compared to SG since Ukraine/Russia war) PUB demand reduced due self -sufficiency of 5X Market & desalination plants other Weak demand from export driven Industrial customers due to weak global economy challenges: La
Slide 9: CIL Keys to Profitability
CIL Keys to Profitability Organization rightsizing underway Manufacturing footprint consolidation in place pending JTC’s approval on lease extension Resolution of onerous contract New Business Development – Semiconductor Operational Excellence – Lean Six Sigma New strategic alliances Confidential
Slide 10: Growth: $150 million Contract Executed on 24th July 2025
• Existing customer new GROWTH: plant expansion in industrial segment • Exclusive supply via new 10 years dedicated pipeline • Price formula peg to index $150 million • Pipeline capex recovery via contract monthly delivery charges Contract Executed on 24th July 2025 Confidential
Slide 11: Onerous Contract $6.2 M Provision
• Ongoing discussion going positively Onerous • Supported by external legal Contract counsel • New pricing formula for pass through cost $6.2 M • Provision - worst case scenario if no agreement is Provision reached and contract terminated Both parties wants amicable resolution Confidential
Slide 12: Pivoting towards High Tech Semiconductor Industry
New Ultrapure Wet Chemicals Distribution to Semiconductor Global Market: Lorem Wet chemicals for semicon: S$3.1B (2025), Ipsum growing at 6% CAGR (Source: JLL). SEA Market Size • Singapore’s Share: 11% (S$336M/year) with fabs like SSMC, GlobalFoundries, Siltronic. • Malaysia: S$217M wet chem market
Chemical Industries (Far East) — Shareholder Meeting (July 2025) on 6ix