Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, $0.01 par value per share EAF New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended March 31, 2021 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition perio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ 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 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from to Commission file number: 1-13888 GRAFTECH INTERNATIONAL LTD. (Exact name of registrant as specified in its charter) Delaware 27-2496053 (State or other jurisdict ...

Financial Data and Key Metrics Changes - Fourth quarter 2020 net sales were $338 million, an 18% sequential improvement from the third quarter [19] - Full-year EPS was $1.62, with fourth quarter net income of $125 million, up 33% from the third quarter [21] - Fourth quarter adjusted EBITDA was $176 million, up 15% from the third quarter [21] - Free cash flow for the full year was $528 million, with fourth quarter free cash flow of $142 million, also up 15% from the third quarter [21][22] Business Line Data and Key Metrics Changes - Production and sales volumes of graphite electrodes improved to 36,000 metric tons produced and 37,000 metric tons shipped in the fourth quarter [19] - Fourth quarter LTA shipments were 31,000 metric tons, while full-year LTA shipments totaled 113,000 metric tons [20] Market Data and Key Metrics Changes - Fourth quarter global steel production outside of China improved to 211 million tons from 191 million tons in the third quarter [13] - USA hot-rolled coil values were approximately $1,160 to $1,180 per ton, up over 75% in the fourth quarter [14] - Black Sea billet prices were approximately $540 to $560 per metric ton, up over 30% in the fourth quarter [14] Company Strategy and Development Direction - The company aims to maintain a strong balance sheet and reduce debt while investing in high-return operational improvements [25][36] - GrafTech focuses on providing superior services and solutions to customers, with a commitment to health and safety as a core value [6][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in the steel market and its positive impact on the graphite electrode market later in 2021 [14][30] - The company anticipates continued cash flow generation in 2021, primarily directed towards debt reduction [25][36] Other Important Information - GrafTech reduced its debt by $400 million in 2020 and ended the year with total liquidity of approximately $392 million [23][24] - The company plans to publish its second annual sustainability report later in the year [12] Q&A Session Summary Question: Update on spot pricing in electrodes and needle coke - Management noted a lag in pricing improvements but expressed optimism for 2021 as pricing is expected to improve [30] Question: Current inventory position with customers - Management indicated that inventory levels have been significantly worked down and are approaching normal levels [31] Question: Expectations for merchant and spot volumes - Management is cautiously optimistic about an increase in spot business in 2021 compared to 2020 [32] Question: Capital allocation priorities for 2021 - The focus will be on maintaining a strong balance sheet and reducing debt, with potential for returning cash to shareholders later [36] Question: Optimal capital structure and potential for shareholder returns - Management is comfortable operating below a leverage level of 2x to 2.5x and will assess the timing for returning cash to shareholders [40][41] Question: Volume expectations for the first quarter - Management expects steady improvement quarter-over-quarter throughout the year, with no significant increase in Q1 [46] Question: Future capital projects and CapEx levels - Management views the current CapEx level as sustainable and does not foresee significant increases in the near future [49] Question: Long-term contracts and customer interest - Management plans to continue offering long-term contracts and believes there is still demand for such arrangements [51][52]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, $0.01 par value per share EAF New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended September 30, 2020 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition p ...

GrafTech International Ltd. (NYSE:EAF) Q3 2020 Results Earnings Conference Call November 3, 2020 10:00 AM ET Company Participants Wendy Watson - VP President of IR Dave Rintoul - President and CEO Quinn Coburn - VP and CFO Conference Call Participants Curt Woodworth - Credit Suisse Arun Viswanathan - RBC Capital Markets Alex Hacking - Citi Operator Ladies and gentlemen, thank you for standing-by and welcome to the GrafTech’s Third Quarter 2020 Earnings Conference Call and Webcast. At this time all participa ...

GrafTech International Ltd. (NYSE:EAF) Q2 2020 Results Conference Call August 7, 2020 4:00 PM ET Company Participants Dave Rintoul - President and Chief Executive Officer Wendy Watson - Vice President of Investor Relations Quinn Coburn - Vice President and Chief Financial Office Conference Call Participants David Gagliano - BMO Capital Market Arun Viswanathan - RBC Operator Good afternoon, everyone, and welcome to the GrafTech International's Second Quarter 2020 Earnings Results Conference Call and Webcas ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, $0.01 par value per share EAF New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended June 30, 2020 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, $0.01 par value per share EAF New York Stock Exchange FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended March 31, 2020 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition perio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.01 par value per share EAF New York Stock Exchange (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from to Commission f ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, $0.01 par value per share EAF New York Stock Exchange FORM 10-Q (Mark One) ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended September 30, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition ...