Sims (SGM) Investor presentation summary

Strategic focus on decarbonisation and circularity

• Emphasis on value creation through decarbonisation and circular business models.

• Commitment to creating a world without waste to preserve the planet, with a focus on recycling and repurposing materials.

• Investment in innovative and agile operations to respond rapidly to market shifts.

Efficient operating model and logistics

• Strategic use of Pinkenba and Port Kembla to optimize scrap flows and reduce freight costs.

• Efficient transport options leverage both domestic and international scrap sources.

• Scalable and replicable capacity supports operational efficiency.

Market performance and revenue drivers

• Strong non-ferrous markets, with non-ferrous contributing 49% of HY26 group revenue.

• Focus on recovery rates and product mix enhances earnings resilience.

• Enhanced commercial strategies capture pricing upside, especially in Zorba pricing.