)

Ferroglobe (GSM) investor relations material
Ferroglobe 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Company overview and market position
Major global producer of silicon metal, ferrosilicon, and manganese alloys with $1.6B in sales and 3,300 employees.
Vertically integrated in quartz mining, with significant operations in North America and Europe.
Main end markets include solar, EV batteries, automotive, construction, and energy.
Largest producer of silicon metal in Europe and the U.S., with a diversified global customer base.
Revenue mix: ~50% silicon metal, ~25% silicon-based alloys, ~25% manganese alloys.
Financial performance and capital management
Deleveraged from $550M debt in 2021 to ~$100M, achieving a net cash position.
Initiated and increased dividends, with a modest payout and ongoing share buybacks.
Strong free cash flow in 2022 due to COVID-related supply constraints; 2023 more challenging.
Ongoing focus on working capital reduction, targeting $100M reduction, with $70M achieved.
Maintenance CapEx of $50M–$60M annually, with flexibility as needed.
Market challenges and trade dynamics
Silicon metal prices in Europe down ~30% in six months due to Chinese dumping.
Trade measures in the EU and U.S. (duties, safeguards) are expected to support domestic producers.
EU safeguard decision expected by November 20, aiming to restore internal market share from 15% to 40%.
U.S. countervailing and antidumping decisions on silicon metal expected in September and later.
Chinese circumvention via Angola and overproduction are ongoing concerns.
Next Ferroglobe earnings date

Next Ferroglobe earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage