Sigdo Koppers (SK) investor relations material

Executive summary

• H1 2026 revenue, EBITDA and net profit increased despite economic pressure from the Middle East war and weaker investment momentum in key industries.

• H1 EBITDA reached US$298.4 million, up 16.6%; profit attributable to the controller was US$65.0 million, up 49.1%.

Financial highlights

• Q2 revenue rose 16.2% YoY to US$1,177.4 million; H1 revenue increased 12.4% to US$2,258.0 million.

• Q2 gross profit grew 11.6% to US$223.8 million; gross margin was 19.0%, down 80 bps YoY.

• Q2 operating profit increased 13.1% to US$101.3 million; operating margin was 8.6%, down 20 bps YoY.

• Q2 EBITDA rose 10.2% to US$148.7 million; EBITDA margin was 12.6%, down 70 bps. H1 EBITDA increased 16.6% to US$298.4 million.

• Q2 profit attributable to the controller increased 47.8% to US$33.0 million; H1 rose 49.1% to US$65.0 million.

Outlook and guidance

• Medium-term growth depends on mining expansion projects in operating regions receiving approval and launching sooner; the business aims to capture opportunities from these projects.