UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the transition period from __________to ___________ 1-35573 (Commission file number) TRONOX HOLDINGS PLC (Exact Name of Registrant as Specified in its Charter) England and Wales 98- ...

Financial Performance - Revenue declined by 17% from Q2 2023, reaching $662 million, driven by lower TiO2, zircon, and pig iron sales volumes and average sales prices[17] - Adjusted EBITDA was $116 million, within the guided range, with an Adjusted EBITDA margin of 175%[17, 33] - The company reported a net loss of $14 million, and an adjusted diluted loss per share of $008[17] - Capital expenditures were $54 million, resulting in a free cash flow use of $37 million[17] Sales and Volume - TiO2 revenue was $558 million, a decrease of 17% year-over-year[34] - Zircon revenue was $33 million, a significant decrease of 74% year-over-year[34] - Rare earths element sales improved by 27% year-over-year[34] Liquidity and Debt - Total debt at the end of Q3 2023 was $28 billion[25] - The company maintains interest rate swaps such that approximately 73% of interest rates are fixed through 2024 and approximately 64% are fixed from 2024 through 2028[25] - Total available liquidity as of September 30, 2023, was $726 million, including $246 million in cash and cash equivalents[25, 42] Outlook and Strategy - Capital expenditures are expected to be approximately $270 million for 2023[24, 27] - The company expects zircon volumes to continue to recover substantially from the third quarter 2023 trough levels[27] - A $350 million incremental term loan was secured in Q3 to reinforce balance sheet strength and ensure ample liquidity for 2024 CapEx[7, 24]

Tronox Holdings plc (NYSE:TROX) Q3 2023 Earnings Conference Call October 26, 2023 8:00 AM ET Company Participants Jennifer Guenther – Chief Sustainability Officer and Head-Investor Relations and Financial Planning John Romano – Co-Chief Executive Officer Jean-Francois Turgeon – Co-Chief Executive Officer John Srivisal – Senior Vice President and Chief Financial Officer Conference Call Participants Duffy Fischer – Goldman Sachs David Begleiter – Deutsche Bank Josh Spector – UBS John McNulty – BMO Capital Mar ...

Tronox Holdings plc (NYSE:TROX) Q2 2023 Earnings Conference Call July 27, 2023 8:00 AM ET Company Participants Jennifer Guenther - Chief Sustainability Officer and Head-Investor Relations and Financial Planning John Romano - Co-Chief Executive Officer Jean-Francois Turgeon - Co-Chief Executive Officer John Srivisal - Senior Vice President and Chief Financial Officer Conference Call Participants David Begleiter - Deutsche Bank Research Joshua Spector - UBS Securities Duffy Fischer - Goldman Sachs John McNult ...

(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, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q OR For the transition period from __________to ___________ 1-35573 (Commission file number) TRONOX HOLDINGS PLC (Exact Name of Registrant as Specified in its Charter) England and Wales 98-14672 ...

TRONOX※ First Quarter 2023 Conference Call Tronox Holdings plc April 27, 2023 Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2023 1 Presenters Co-Chief Executive Officer • John Romano Jean-Francois Turgeon John Srivisal Co-Chief Executive Officer Senior Vice President, Chief Financial Officer TRONOX * Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2023 2 Safe Harbor Statement and Non-U.S. GAAP Financial Terms Cautionary Statement about Forward-Looking Statements Stateme ...

Tronox Holdings plc (NYSE:TROX) Q1 2023 Earnings Conference Call April 27, 2023 8:00 AM ET Company Participants Jennifer Guenther - Chief Sustainability Officer & Head-Investor Relations & Financial Planning John Romano - Co-Chief Executive Officer Jean-François Turgeon - Co-Chief Executive Officer John Srivisal - Senior Vice President, Chief Financial Officer Conference Call Participants David Begleiter - Deutsche Bank Josh Spector - UBS Duffy Fischer - Goldman Sachs John McNulty - BMO Capital Markets John ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION (Exact Name of Registrant as Specified in its Charter) Form 10-Q Washington, D.C. 20549 (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 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the transition period from __________to ___________ 1-35573 (Commission file number) TRONOX HOLDINGS PLC Indicate by check mark wh ...

TABLE OF CONTENTS 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 Year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 1-35573 (Commission file number) TRONOX HOLDINGS PLC (Exact name of registrant as specified in its charter) | England and Wales | 98-1467236 | | --- ...

Financial Data and Key Metrics Changes - The company's total revenue for 2022 was $3.5 billion, with adjusted EBITDA of $875 million and a margin in the mid-20s [4][7] - In Q4 2022, revenue was $649 million, impacted by a swift market contraction, with adjusted EBITDA of $113 million and a margin of 17.4% [11][12] - Full-year free cash flow was $170 million after capital expenditures of $428 million [8][22] Business Line Data and Key Metrics Changes - TiO2 volumes declined by 34% and zircon volumes by 44% in Q4 2022 compared to the prior year [7][12] - TiO2 pricing remained relatively flat, with a slight decline of 1% in average selling prices in Q4 [12][13] - Revenue from other products decreased by 12% year-over-year, largely due to lower pig iron sales [12] Market Data and Key Metrics Changes - The company experienced a significant market pullback starting in China, followed by declines in Asia-Pacific, EMEA, and the Americas [7][13] - The strengthening of the U.S. dollar negatively impacted revenue due to unfavorable translation effects, particularly from the euro [12] Company Strategy and Development Direction - Tronox aims to position itself as the advantaged global TiO2 leader, focusing on sustainable production and cost efficiency [4][5] - The company has revised its carbon reduction targets, aiming for a 35% reduction by 2025 and 50% by 2030, with a commitment to net zero by 2050 [5][6] - Capital expenditures are expected to be reduced to below $275 million in 2023 to adapt to the macroeconomic environment [20][21] Management's Comments on Operating Environment and Future Outlook - Management indicated that Q4 2022 was a trough for TiO2 volumes, with expectations for a rebound in Q1 2023, particularly in Europe [13][38] - The company anticipates adjusted EBITDA for Q1 2023 to be in the range of $120 million to $130 million, assuming a sequential increase in TiO2 volumes [24][26] - Management expressed confidence in the stability of pricing dynamics due to long-term customer agreements [38][41] Other Important Information - The company incurred over $60 million in costs from events in Q4, including a fire in South Africa and flooding in Australia [9][10] - Tronox returned approximately $137 million to shareholders in 2022 through dividends and share repurchases [22] Q&A Session Summary Question: Can you quantify the impact of the three buckets on your trough case? - Management indicated that newTRON savings are expected to be delayed until market conditions improve, with additional costs from the Atlas project affecting earnings [29][30] Question: Why is there a need for increased working capital despite lower volumes? - Management explained that inventory levels are being built up due to slower production adjustments and the need to maintain feedstock levels [32][34] Question: What gives confidence in the Q1 outlook despite competitor caution? - Management noted that they are seeing an increase in volumes across all regions, particularly in Europe and India, which supports their optimistic outlook [37][38] Question: How is the zircon market reacting to lost volumes? - Management expects stable pricing for zircon moving into Q1, despite a decrease in demand from China [41][42] Question: What are the expected impacts of the mine issues on Q1? - Management outlined that Q1 will see additional costs and lost zircon sales due to ongoing issues from the previous quarter [54][56]