GrafTech International (EAF) investor relations material

Company overview and business model

• Manufactures high-quality graphite electrode products essential for electric arc furnace (EAF) steel and other metal production, with vertically integrated operations into petroleum needle coke, a key raw material.

• Operates major manufacturing facilities in France, Spain, Mexico, and Pennsylvania (idled in 2024), serving global EAF steel producers.

• Focuses on engineered products, reliability of supply, and customer service, positioning as a preferred supplier in the industry.

Use of proceeds and capital allocation

• Net proceeds from securities sales will be used for general corporate purposes, including operating activities, debt refinancing, capital expenditures, share repurchases, or strategic opportunities.

• Proceeds may be temporarily invested in short-term marketable securities or used to repay short-term debt.

Risk factors and disclosures

• Exposed to cyclical steel industry demand, pricing volatility, and overcapacity in the graphite electrode market.

• Faces risks from raw material costs, supply chain disruptions, energy prices, and reliance on key facilities.

• Subject to macroeconomic, geopolitical, regulatory, litigation, cybersecurity, and labor risks.

• Indebtedness and access to capital markets could impact financial flexibility.