Clean Air: delivering sustainable cashflow Monday 7

Clean Air: delivering sustainable cashflow

Monday 7th February 2022

Cautionary statement

This presentation contains forward-looking statements that are subject to risk factors associated with, amongst other things, the economic and business circumstances occurring from time to time in the countries and sectors in which Johnson Matthey operates. It is believed that the expectations reflected in these statements are reasonable but they may be affected by a wide range of variables which could cause actual results to differ materially from those currently anticipated and you should therefore not place reliance on any forward-looking statements made. Johnson Matthey will not update forward-looking statements contained in this document or any other forward-looking statement it may make.

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Introduction

1. Well positioned to target high growth, high return opportunities across decarbonisation, hydrogen technologies and circularity positioning JM at the forefront of the net zero transition
2. Deep expertise in complex pgm chemistry underpins our leading market positions and competitive advantages across our world-class portfolio of technologies
3. Clean Air has attractive positions in a durable market underpinned by continued legislation and is on track to deliver at least £4bn of cash over the next decade¹
4. Focus on execution, efficiency, capital allocation and commercialising growth opportunities
5. Strategic update from Liam Condon in May 2022

1. Driving at least £4bn of cash under our range of scenarios from 1st April 2021 to 31st March 2031. Cash target pre-tax and post-restructuring costs.

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Today's presenters

Alastair Judge

Chief Financial Officer

and Interim Chief

Executive

Over 30 years' experience

in finance leadership roles

Previous leadership positions at Avon Products Inc, Asda Stores and Unilever Plc

Peter Hill	Millissa
Chief Commercial Officer	Flanagan
and Transformation	Chief Operations
Director	Officer
Over 25 years' experience	Over 30 years' experience in
in automotive supplier and	chemicals, metals, minerals,
materials industries	plastics and refining
Previously Chief Marketing	Previous leadership positions
Officer and VP Product	in Conoco, GE, Novelis, SABIC
Management at Honeywell	and AkzoNobel

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Agenda

01	Clean Air overview		Alastair Judge

02	Market		Peter Hill

03	Operations		Millissa Flanagan

04	Cash generation		Alastair Judge

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