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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
OM (OMH) investor relations material
OM Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary10 Sep, 2026
Financial performance highlights
Revenue for H1 2026 was US $265.2 million, down 14% year-on-year, mainly due to lower sales volumes despite higher average selling prices.
EBITDA rose to US $87.0 million from US $19.1 million in H1 2025, driven by the Tshipi asset disposal and improved profitability.
Profit after tax was US $26.2 million, reversing a US $9.5 million loss in H1 2025, mainly due to the Tshipi Mine sale.
Gross profit margin improved to 11% from 7% in H1 2025, supported by higher average selling prices.
Cash and cash equivalents increased to US $38.2 million, with a special dividend of one Australian cent per share paid in May 2026.
Market and operational updates
Ferrosilicon prices increased 6.2% year-on-year to $1,198/mt, while silicomanganese prices declined 2% to $933/mt; manganese ore prices rose due to higher fuel and freight costs.
Produced 80,194 tonnes of FeSi and 168,624 tonnes of Mn alloys in H1 2026, with 14 furnaces in operation; production guidance for FY2026 is 70,000–80,000 tons of FeSi and 160,000–170,000 tons of Mn alloys.
Inventory levels increased due to finished goods awaiting shipment and strategic inventory holding for overseas sales; expected to decrease in H2 2026 barring disruptions.
Two ferrosilicon furnaces remain idled, with ongoing evaluation of restarting idle furnaces and the Bootu Creek Mine, contingent on market improvements.
Focus remains on Sarawak operations, maximizing asset value and efficiency, while remaining open to new business and investment opportunities.
Cash flow and balance sheet
Net cash used in operating activities was US $72.4 million, mainly due to working capital movements.
Cash inflow from investing activities totaled US $145.1 million, primarily from the disposal of a 13% interest in the Tshipi mine.
Cash outflow from financing activities was US $47.6 million, reflecting ongoing debt repayments.
Gearing ratio reduced from 0.5x to 0.4x, reflecting disciplined capital management and debt repayment using proceeds from the Tshipi sale.
Proceeds from the Tshipi Mine sale were used to pay down debt, including early bond redemption and loan repayments.
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Latest events from OM
- Profit rebounded to US$26.3M as asset sales and margin gains offset a 14% revenue drop.OMH
H1 2026 - FY2025 revenue reached US$636.3m, with strong cash management and ongoing debt reduction.OMHAGM 2026 presentation
- EBITDA was US$50.7M despite a 3% revenue drop, with refinancing and asset sales aiding deleveraging.OMHH2 2025
- Net loss of US$9.6m in 1H 2025 as margins compressed and leverage improved.OMHH1 2025
- FY2024 production guidance is lower, but operational and market improvements support outlook.OMHQ2 2024 TU
- Production steady, sales down on shipment delays, Mn ore prices fell, ESG projects progressing.OMHQ3 2024 TU
- Revenue fell 4% to US$308.4M, EBITDA and profit declined, but cash flow and debt improved.OMHH1 2024
- Record alloy output and 11% revenue growth, but profit fell sharply; dividend declared.OMHH2 2024
- Production outperformed guidance; market normalization and sustainability awards highlighted.OMHInvestor Update
Next OM earnings date
H2 20269 Mar, 2027
Next OM earnings date
H2 20269 Mar, 2027
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Frequently asked questions
OM Holdings Limited is a Singapore-based mining and metals company primarily engaged in the production and trading of manganese and silicon alloys, essential components for the steelmaking industry. The company operates mining and smelting facilities in various locations, including Australia and Malaysia, where it produces manganese ore and ferroalloys. OM Holdings serves global markets by supplying raw materials and alloys to steel producers, leveraging an integrated supply chain from mining to processing and distribution. The company is headquartered in Singapore, and its shares are listed on the Australian Securities Exchange.