Ferroglobe PLC (NASDAQ:GSM ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Alex Rotonen - Vice President of Investor Relations Beatriz García-Cos Muntañola - CFO & Principal Accounting Officer Marco Levi - CEO & Executive Director Conference Call Participants Martin John Englert - Seaport Research Partners Nicholas Giles - B. Riley Securities, Inc., Research Division Operator Good morning, ladies and gentlemen, and welcome to Ferroglobe's Second Quarter 2025 Earnings Call.
Globe Specialty Metals (GSM) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to earnings of $0.13 per share a year ago.
Ferroglobe's Q1 2025 results were weak, but I see this as a cyclical trough, with management guiding for strong EBITDA recovery in 2025. Recent US/EU trade protections should curb unfair imports, stabilize prices, and position the company to benefit from a rebound in base metals demand. The company's strong balance sheet, low leverage, and solid liquidity provide a margin of safety and support ongoing dividends and buybacks.
![]() GSM In 1 month Announced | Quarterly | $0.01 Per Share |
![]() GSM 1 month ago Paid | Quarterly | $0.01 Per Share |
![]() GSM 4 months ago Paid | Quarterly | $0.01 Per Share |
![]() GSM 7 months ago Paid | Quarterly | $0.01 Per Share |
![]() GSM 10 months ago Paid | Quarterly | $0.01 Per Share |
5 Nov 2025 (In 2 months) Date | | 0.08 Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
18 Aug 2025 (In 5 days) Date | | - Cons. EPS | - EPS |
5 Aug 2025 Date | | - Cons. EPS | - EPS |
4 Aug 2025 Date | | - Cons. EPS | - EPS |
![]() GSM In 1 month Announced | Quarterly | $0.01 Per Share |
![]() GSM 1 month ago Paid | Quarterly | $0.01 Per Share |
![]() GSM 4 months ago Paid | Quarterly | $0.01 Per Share |
![]() GSM 7 months ago Paid | Quarterly | $0.01 Per Share |
![]() GSM 10 months ago Paid | Quarterly | $0.01 Per Share |
5 Nov 2025 (In 2 months) Date | | 0.08 Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
18 Aug 2025 (In 5 days) Date | | - Cons. EPS | - EPS |
5 Aug 2025 Date | | - Cons. EPS | - EPS |
4 Aug 2025 Date | | - Cons. EPS | - EPS |
Industrial Materials Industry | Basic Materials Sector | Marco Levi CEO | XMUN Exchange | GB00BYW6GV68 ISIN |
GB Country | 3,283 Employees | 22 Sep 2025 Last Dividend | - Last Split | 30 Jul 2009 IPO Date |
Ferroglobe PLC is a leading company in the silicon and specialty metals industry, with operations spanning across the United States, Europe, and various international markets. The company excels in the production and provision of silicone chemicals and other specialized metals that cater to a diverse range of applications. These applications include, but are not limited to personal care products, construction, healthcare, electronics, and more. Originally known as VeloNewco Limited, the company underwent a name change to Ferroglobe PLC in December 2015. Since its incorporation in 2015, it has established its headquarters in London, United Kingdom, and has expanded its operational footprint to include quartz mines in South Africa, Spain, the United States, and Canada, as well as metallurgical coal mines in the U.S. Additionally, Ferroglobe boasts an interest in hydroelectric power in France, underlining its commitment to diversifying its energy sources and minimizing its environmental impact.
Used widely in manufacturing personal care items, construction products, health care products, and electronic devices. These chemicals serve as essential components that enhance the functionality and durability of the final products.
This fundamental material is supplied to both primary and secondary aluminum manufacturers. Silicon metal is crucial for the production of aluminum alloys, which are extensively used across various industries.
Considered an essential deoxidizing agent during the steel manufacturing process. Its primary function is to facilitate the removal of oxygen to produce higher quality steel.
This product is utilized as a deoxidizing, desulfurizing, and degassing agent, aiding in the purification of steel by removing nitrogen and other harmful elements. This process enhances the overall quality and strength of the final steel product.
Used in the production of stainless steel, carbon steel, and various steel alloys. Ferrosilicon is instrumental in the manufacture of electrodes and aluminum, playing a key role in steel and aluminum industries.
Employed in the deoxidation and desulfurization of liquid steel. It also finds applications in the production of coatings for cast iron pipes and in the welding of powder metal, as well as in pyrotechnics, showcasing its versatility across several industries.
These are critical in the production of iron, where they are used to modify the properties of cast iron, enhancing its strength and malleability for a wide range of applications.
A by-product of producing silicon metal and ferrosilicon, silica fume is utilized in the construction industry, particularly in producing high-strength concrete, owing to its properties that significantly improve the durability and strength of concrete structures.