UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________________________ FORM 20-F __________________________________________________________________________ ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR ...

Constellium SE (NYSE:CSTM) Q4 2021 Results Conference Call February 23, 2022 10:00 AM ET Company Participants Jason Hershiser - Director, IR Jean-Marc Germain - CEO Peter Matt - CFO Conference Call Participants David Gagliano - BMO Capital Markets Timna Tanners - Wolfe Research Emily Chieng - Goldman Sachs Josh Sullivan - The Benchmark Co. Curt Woodworth - Credit Suisse Corinne Blanchard - Equity Christian Georges - Societe Generale Karl Blunden - Goldman Sachs Operator Good day, and thank you for standing ...

Fourth Quarter and Full Year 2021 Earnings Call February 23, 2022 Forward-looking statements Certain statements contained in this presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. This presentation may contain "forward-looking statements" with respect to our business, results of operations and financial condition, and our expectations or beliefs concerning future events and conditions. You can identify forward- looking statemen ...

Third Quarter 2021 Earnings Call October 27, 2021 Forward-looking statements Certain statements contained in this presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. This presentation may contain "forward-looking statements" with respect to our business, results of operations and financial condition, and our expectations or beliefs concerning future events and conditions. You can identify forward-looking statements because they c ...

Financial Data and Key Metrics Changes - Shipments increased by 12% to 395,000 tons compared to Q3 2020 [10] - Revenue rose by 35% to €1.6 billion, driven by higher metal prices and increased shipments [10] - Net income was €19 million, slightly down from €20 million in Q3 2020 [11] - Adjusted EBITDA reached a record €143 million, up 14% from Q3 2020 and 3% above Q3 2019 [11][12] - Updated adjusted EBITDA guidance for 2021 is now between €550 million and €560 million [13] - Free cash flow for Q3 was €40 million, totaling €121 million for the first nine months of 2021 [13][25] - Leverage decreased to 3.6x, a multiyear low, with a commitment to reduce it to 2.5x [14][26] Business Line Data and Key Metrics Changes - **PARP Segment**: Adjusted EBITDA of €94 million, a 10% increase from Q3 2020; packaging shipments increased by 12% while automotive shipments decreased by 8% [15][17] - **A&T Segment**: Adjusted EBITDA of €20 million, a 91% increase from Q3 2020; TID shipments rose by 86% while aerospace shipments fell by 13% [15][19] - **AS&I Segment**: Adjusted EBITDA of €32 million, down €1 million from Q3 2020; industry shipments increased by 24% while automotive shipments decreased by 16% [15][20] Market Data and Key Metrics Changes - Strong demand in packaging and industrial markets, with expectations of mid-single digit growth in the medium term [28] - Automotive demand is hindered by semiconductor shortages, affecting production [30] - Aerospace demand remains low, but optimism is increasing for future growth [31] Company Strategy and Development Direction - Focus on expanding can sheet capacity to meet growing market demand through debottlenecking and investments [29] - Commitment to sustainability and recycling, with plans to increase recycling capacity by 130,000 tons [35][36] - Emphasis on managing inflationary pressures through cost control and pricing strategies [21][33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating inflationary pressures and expects to offset costs through pricing strategies [23][33] - Anticipation of increased demand in aerospace and automotive sectors as supply chain issues resolve [31][75] - Continued focus on operational performance, cost control, and shareholder value creation [44] Other Important Information - The company has no bond maturities until 2026 and is actively reducing gross debt [26][27] - Strong liquidity position of €900 million as of the end of Q3 [27] - Sustainability efforts recognized with improved ESG risk rating [42] Q&A Session Summary Question: Recycling material usage and its applicability across end markets - Company uses about 600,000 tons of scrap, with potential for expansion; scrap can be used in various applications, but aerospace has tighter tolerances [46][48] Question: Magnesium cost inflation and pass-through ability - Company is in a good position for Q4 and Q1; ability to pass through costs varies by contract type, but overall confidence in offsetting costs exists [49][50] Question: Scrap market competitiveness and expansion - Recycling aluminum is a hedge against inflation; company aims to cut out middlemen to secure scrap directly [52][53] Question: Magnesium sourcing and mitigation efforts - Magnesium is sourced from China and other suppliers; mitigation strategies include diversifying suppliers and using secondary magnesium [60][61] Question: 2022 inflationary cost pressures - It is premature to frame 2022 cost pressures; management is focused on current year performance [65][66] Question: Can sheet pricing and capacity growth - All renegotiated contracts for can sheet are at higher prices; future growth will depend on visibility and solid contracts [68][70]

Constellium SE (NYSE:CSTM) Q2 2021 Earnings Conference Call July 28, 2021 9:00 AM ET Company Participants Ryan Wentling - Director, Investor Relations Jean-Marc Germain - Chief Executive Officer Peter Matt - Chief Financial Officer Conference Call Participants Curt Woodworth - Credit Suisse Josh Sullivan - The Benchmark Company David Gagliano - BMO Capital Corinne Blanchard - Deutsche Bank Christian Georges - Societe Generale Sean Wondrack - Deutsche Bank Operator Good day. Thank you for standing by, and we ...

Second Quarter 2021 Earnings Call July 28, 2021 Forward-looking statements Certain statements contained in this presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. This presentation may contain "forward-looking statements" with respect to our business, results of operations and financial condition, and our expectations or beliefs concerning future events and conditions. Youcan identify forward-looking statements because they cont ...

Constellium SE (NYSE:CSTM) Q1 2021 Earnings Conference Call April 28, 2021 11:00 AM ET Company Participants Ryan Wentling – Head-Investor Relations Jean-Marc Germain – Chief Executive Officer Peter Matt – Chief Financial Officer Conference Call Participants Curt Woodworth – Credit Suisse Christian Georges – Société Générale David Gagliano – BMO Capital Markets Corinne Blanchard – Deutsche Bank Josh Sullivan – The Benchmark Sean Wondrack – Deutsche Bank Karl Blunden – Goldman Sachs Operator Ladies and gentle ...

First Quarter 2021 Earnings Call April 28, 2021 Forward-looking statements Certain statements contained in this presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. This presentation may contain "forward-looking statements" with respect to our business, results of operations and financial condition, and our expectations or beliefs concerning future events and conditions. Youcan identify forward-looking statements because they cont ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________________________ FORM 20-F __________________________________________________________________________ ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR ...