UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _______________________________________________________________________________________________________________________________________________________________________________________________________ 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, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ...

NACCO Industries, Inc. (NYSE:NC) Q4 2022 Results Conference Call March 16, 2023 8:30 AM ET Company Participants Christina Kmetko - IR J.C. Butler - President and CEO Elizabeth Loveman - VP and Controller Conference Call Participants Andrew Kuhn - Focused Compounding Nachy Kanfer - Donovan Energy Operator Hello, and welcome to the NACCO Industries Q4 2022 Earnings Conference Call. My name is Lauren, and I will be coordinating your call today. [Operator Instructions] I will now hand you over to your host, Chr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-9172 NACCO INDUSTRIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identificat ...

NACCO Industries, Inc. (NYSE:NC) Q3 2022 Results Conference Call November 3, 2022 8:30 AM ET Company Participants Christina Kmetko - IR J.C. Butler - President and CEO Elizabeth Loveman - VP and Controller Operator Hello, and welcome to the NACCO Industries Q3 2022 Earnings Conference Call. My name is Lauren, and I will be coordinating your call today. [Operator Instructions] I will now hand you over to your host, Christina Kmetko to begin. Christina, please go ahead. Christina Kmetko Thank you. Good mornin ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _______________________________________________________________________________________________________________________________________________________________________________________________________ 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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ...

Financial Data and Key Metrics Changes - Consolidated operating profit for Q2 2022 rose significantly to $29.7 million from $8.7 million in Q2 2021 [12] - Consolidated net income increased to $37.2 million or $5.07 per share from $6.5 million or $0.91 per share in the previous year [12] - Adjusted EBITDA increased to $21 million, up 37% from $15.3 million in the prior year [13] Business Segment Data and Key Metrics Changes - Coal Mining segment's operating profit decreased moderately due to higher employee-related costs and lower earnings at Mississippi Lignite Mining Company [14] - Minerals Management segment's operating profit and adjusted EBITDA more than doubled from the prior year, driven by higher natural gas and oil prices [15] - North American Mining segment saw an increase in revenues but lower operating profit due to rising employee-related costs [9] Market Data and Key Metrics Changes - The coal mining industry faces ongoing political and regulatory challenges, but there is optimism about coal-fired power generation in the U.S. [6] - Higher natural gas and oil prices in 2022 significantly benefited the Minerals Management segment [8] Company Strategy and Development Direction - The company is focused on supporting existing customers in the coal mining segment while exploring new projects in North American Mining [9][10] - The acquisition of Rainbow Energy as a new customer is expected to enhance future operations [5] - The company aims to grow and diversify its Minerals Management business through attractive acquisitions [8] Management's Comments on Operating Environment and Future Outlook - Management expects a significant decrease in operating profit for the Coal Mining segment in the second half of 2022 compared to the previous year [16] - Anticipated cost inflation is expected to increase the cost per ton sold, impacting overall results [18] - North American Mining's operating profit is expected to increase in the second half of 2022 due to improved contract mix [20] Other Important Information - The company ended the quarter with consolidated cash of $97.1 million and debt of $18.4 million [25] - Cash flow before financing activities is expected to be significantly lower than in 2021 due to high capital expenditures [25] Q&A Session Summary Question: Are the office building and ethanol company membership units long-term assets? - Management indicated that the office building is being evaluated for potential occupancy and may be held or sold based on future conditions [31][32] Question: Does the shift of planned equipment acquisition costs for Thacker Pass reflect a change in project expectations? - Management acknowledged that the Thacker Pass project is behind schedule but remains optimistic about its future impact [34] Question: Will future value changes of certain assets be recorded in the Corporate segment? - It was clarified that these items will be reported below operating profit as part of other income [37]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _______________________________________________________________________________________________________________________________________________________________________________________________________ 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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ...

NACCO Industries, Inc. (NYSE:NC) Q1 2022 Earnings Conference Call May 5, 2022 8:30 AM ET Company Participants Christina Kmetko - Investor Relations J.C. Butler - President and Chief Executive Officer Elizabeth Loveman - Vice President and Controller Conference Call Participants Andrew Kuhn - Focused Compounding Operator Good day and thank you for standing by. Welcome to NACCO Industries Q1 2022 Earnings Conference Call. [Operator Instructions] Thank you. I would now like to hand the conference over to your ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _______________________________________________________________________________________________________________________________________________________________________________________________________ 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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-9172 NACCO INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Delaware 34-1505819 (State or other jurisdiction of incorporation or organization) (I.R.S. ...