Orica (ORI) Investor Site Visit presentation summary

Leadership and organizational overview

• Senior leadership in North America includes executives with extensive experience in mining, technology, and industrial sectors, covering roles across strategy, marketing, and operations.

• The team has a strong presence in the US, Canada, Mexico, and the Dominican Republic, with leaders experienced in global markets.

North America business profile

• North America contributes 22% of total revenue and 24% of EBIT, with over 1,550 employees and 92 locations.

• Operations span the US, Canada, Mexico, and the Dominican Republic, with significant infrastructure including mobile manufacturing units and multiple plant types.

Market exposure and growth drivers

• Growth is driven by gold, copper, and quarry/construction markets, while thermal coal is in decline.

• Key market drivers include stable metals prices, energy transition, mining innovation, and robust US infrastructure spending.

• Canada offers growth in gold, while the US focuses on copper and construction, with private and government infrastructure investment.