Orano - Annual Activity Report 2025 235 SUSTAINABILITY STATEMENT 4 Social and societal information Launched in 2006, the Comurhex II program consisted of renewing three workshops at the Malvési site and building a new plant on the Tricastin site to replace the Comurhex 1 conversion plant. The “Philippe Coste” facility (ICPE SEVESO high threshold) was built to nuclear standards. It allows reinforced containment of the material: protected concrete buildings with autonomous ventilation, compartmentalization of the main building into 200 rooms, increased resistance to earthquakes and flood risk prevention. The ramp-up of these new facilities in Tricastin and Malvési continued in 2025 to bring it closer to its annual production capacity of 14,000 metric tons. In 2025, Orano continued work to extend its Georges Besse II enrichment facility, which began in the summer of 2024 on the Tricastin site. The progress of the site is now in line with the project schedule. As a reminder, this CapEx of nearly 1.7 billion euros will enable Orano to increase its production capacity by nearly 30%. The first commissioning of new enrichment cascades is scheduled for 2028. At the same time, Orano is continuing a project to extend its depleted uranium defluorination capacities at the Tricastin site (W facility), with start-up scheduled for 2028. In a promising context for the nuclear industry and its activities, Orano is also investing in new capacity. Thus, in 2024, the TN Eagle Factory, a new plant for the manufacture of nuclear transport casks was commissioned, and the program to extend enrichment capacities at Tricastin was launched. One year after its inauguration, the ramp-up of the TN Eagle factory continues in accordance with objectives. At the same time, work to obtain approvals from safety authorities is continuing in Europe, the United States and Japan. In addition to the project to extend the Georges Besse II plant and in line with the requests of the US DOE (Department of Energy), Orano plans to increase its capacity with a new ultra-centrifuge enrichment facility in the United States. This project will contribute to the long-term relationship between Orano and its American customers to safely and reliably secure their supplies to provide low-carbon energy. In 2025, Orano responded to these calls for tenders to DOE orders to develop an ultracentrifuge enrichment plant in the U.S. (IKE project). The group was selected by the DOE in January 2026 for 900 million US dollars in financing. The group continues to invest in the modernization of its plants. Substantial investments are planned for the la Hague site to ensure the sustainability and safety of the facilities. The Project Industrialization Department was created in 2023 to support and control major projects. In 2025, it strengthened the leadership of project managers and contributed to the alignment of projects with the Engagement roadmap and the eco-design approach. It has also worked on the cost culture within projects. Making treatment-recycling sustainable beyond 2024 through two programs, Life extension and resilience program and Aval du Futur p rogram The French government’s announcements in 2024 make it possible to secure the sustainability of this activity beyond the life of the current facilities and to confirm the national treatmentrecycling strategy for fuels from the current and future nuclear power fleet. The Aval du Futur program is in line with the decisions of the Nuclear Policy Council (CPN) of February 26, 2024 and of March 17, 2025, held under the aegis of the President of the French Republic, which confirmed the national strategy for the treatment-recycling of fuel from existing and future nuclear power plants and approved the renewal of treatment-recycling facilities. This program has three main priorities: ● the extension of the life of the la Hague and Melox plants beyond 2040; ● the launch of studies for the construction of a new MOX recycled fuel manufacturing plant at the la Hague site; and ● the launch of studies for the construction of a new spent fuel processing plant on the la Hague site by 2045/2050. 2025 IN ACTION Life extension and resilience program at Orano la Hague The la Hague, Melox, and TU5 Tricastin plants, in service since the 90s, have been maintained until then for an operating life to 2040. They must now undergo an exceptional maintenance program to be extended beyond 2040, in line with the operational commissioning of the Aval du Futur project and the start-up of new plants. Life extension and resilience program is a program that brings together the activities of studies, expertise, investigations on the one hand, and the maintenance and project program with the aim of maintaining operations at la Hague, Melox and TU5 Tricastin beyond 2040. It aims to extend the reliability period of the installations with the objective of maintaining nominal production targets (sustainability) and preparing for technical contingencies with redundancies to guarantee a minimum production even in the event of combined failures (Resilience). Targets and results related to energy continuity and cost for citizens The Opteam26 program aims to improve the group’s operational performance through its various action plans. Orano aims to maintain a diversified portfolio of assets and resources, both in terms of geography and extraction technology, in order to guarantee its utility customers long-term security of uranium supply. However, the group has not set a target figure in this area. 4.3.4.3 Transparency and information to inform citizens Policy and actions on transparency and information for citizens Transparency refers to all the measures taken to guarantee the public’s right to reliable and accessible information. In the nuclear, chemical and mining fields, the way in which operators and/or authorities are accountable for their actions is necessary to ensure public confidence. This contributes to the right to information.
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