Orbia Advance Corporation, S.A.B. de C.V.

Q3 headline performance was solid, but uneven across businesses/regions - Revenues: ~$2.2B, +12% YoY - EBITDA: $332M, +12% YoY - Main drivers: strong Connectivity Solutions demand, improved product mix/commercial strength in Fluor & Energy Materials - Key headwinds: higher raw material/energy & logistics costs, currency volatility, rising interest rates - Pressure concentrated in rate-sensitive construction/housing markets and Europe (especially Polymer Solutions and Water/Climate Solutions)

Cash flow & balance sheet: deleveraging trend improving, but FCF down - Operating cash flow: $245M, down $26M YoY (mainly higher working capital investments and taxes paid, partially offset by higher EBITDA) - Free cash flow: $130M, down $40M YoY (lower operating cash flow, partially offset by lower capex) - Net debt leverage: Net debt/EBITDA down from 3.28x to 3.10x vs prior quarter - Decrease driven by net debt down ~$150M (positive FCF) and +~$37M EBITDA over last 12 months - Capital expenditures: $79M in Q3 (down $7M YoY), focused on maintenance + targeted growth

Segment-level “good vs bad” in Q3 (what investors should anchor on) - Connectivity Solutions (Dura-Line treated earnings area): - Revenues $373M, +47% YoY - EBITDA $71M, +68% YoY, margin 19.1% - Demand strength tied to AI/data centers + telecom + power electrification/grid upgrades in the U.S. - Fluor & Energy Materials: - Revenues $311M, +37% YoY - EBITDA $89M, +39% YoY, margin 28.6% - Benefited from pricing actions and temporary product life-cycle dynamics; partially offset by higher sulfur and freight - Polymer Solutions (PVC): - Revenues $675M, +4% YoY - EBITDA $68M, -14% YoY, margin 10.0% - Hit by higher feedstock electricity + logistics (esp. Europe) - Water & Climate Solutions (rebranded B&I): - Revenues $660M, +2% YoY - EBITDA $79M, +4% YoY, margin 12.0% - Still mixed: challenging Europe demand/pricing pressure, partially offset by Latin America margin expansion - Precision Agriculture: - Revenues $261M, +1% YoY - EBITDA $24M, -21% YoY, margin 9.2% - Weakness from unfavorable sales mix and reversal/timing effects between price and input costs