Omnia (OMN) Investor presentation summary

Purpose and ESG commitment

• Focus on empowering growth through sustainability and innovation in agriculture and mining, with a purpose-driven approach delivering impact, resilience, and value.

• Customised science-based solutions via proprietary NutriologyⓇ model and advanced mining technologies.

• Strong emphasis on safety, with continuous improvement and recordable case rates below international benchmarks.

• Significant improvements in carbon emissions intensity, renewable energy generation, water recycling, and used oil consumption.

• Ambitious 2030 ESG targets: 45% reduction in scope 1 & 2 emissions, 28% renewable energy use, and enhanced circularity.

Business overview and performance

• Diversified portfolio with leading positions in agriculture (fertilizers, AgriBio) and mining (explosives, metallurgy), supported by modern manufacturing and supply chain.

• Consistent delivery of earnings, strong cash generation, and a deleveraged balance sheet with significant unutilised ESG-linked debt facilities.

• FY25 revenue of R23bn, operating profit of R1.7bn, and net cash balance of R1.8bn; R1.3bn capital returned to shareholders.

• Mining segment showed sustained volume growth and margin enhancement; agriculture benefited from NutriologyⓇ and favorable conditions in RSA.

• Disciplined capital allocation with ongoing share repurchases, higher dividend payout, and strategic investments in growth and innovation.

Growth strategy and investments

• Focused on protecting and growing the SADC core, expanding internationally in mining and AgriBio, and leveraging innovation.

• Ongoing investments in infrastructure, plant reliability, and supply chain flexibility to support record throughput and efficiency.

• AgriBio segment expanding in Brazil, USA, and Australia, with biostimulant market growth expected at 9.7% CAGR through 2032.

• Mining segment is a key growth vector, with international expansion in Canada, Indonesia, and Australia, and strong profitability from new contracts and technology.

• Recent M&A activity focused on value-accretive growth, technology, and disposal of non-core assets.