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AnalyseMeridian Manufacturing Ltd. · FY2024

Climate Scenarios

NGFS and IPCC pathways · 1.5°C, 2°C, 3°C+ · Asset-level risk narratives

Pathways Modelled

4

NGFS · IPCC AR6

Time Horizons

3

2025 · 2035 · 2050

Worst Case

+3.8°C

Hot House World by 2100

Assets Assessed

3

Meridian Manufacturing Ltd. portfolio

NGFS Scenario Comparison — Impact

ScenarioWarming (2100)Transition RiskPhysical RiskOverall Rating
Net Zero 2050 (Below 2°C)+1.4°CHighLowA+
Delayed Transition+1.8°CV.HighMediumB
Divergent Net Zero+1.6°CHighLowA
Hot House World+3.8°CLowV.HighC

Transition Risk Narrative — Net Zero 2050 · Nigeria operations

Under the Net Zero 2050 pathway, Nigeria is projected to introduce a carbon pricing mechanism by 2030 at ~$18/tCO₂e, rising to $65/tCO₂e by 2040 under NGFS assumptions. Meridian Manufacturing Ltd.'s primary plant faces direct cost exposure of approximately $0.6M annually by 2030 on Scope 1 emissions. The Manufacturing sector transition to low-carbon production may create a market risk of $4.2M in potential revenue displacement by 2035.

Physical Risk Narrative — Hot House World · 2050

At +3.8°C global warming, coastal flood probability at the primary plant increases from a 1-in-100-year to a 1-in-8-year event by 2050. Chronic heat stress is projected to reduce outdoor worker productivity by 18%, adding ~$1.4M in labour cost annually. Water scarcity may curtail operations by up to 60 days per year by 2045.

Physical RiskClimate Analytics

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