Annual Activity Report 2025

MESSAGES2
1. PRESENTATION OF THE ORANO GROUP5
1.1 Overview of Orano6
1.2 Contribute to key global issues8
1.3 Our activities10
1.4 An operational risk management12
1.5 A responsible and fully committed governance13
1.6 Our value creation model14
1.7 Sharing with our stakeholders16
1.8 A committed roadmap for 203018
1.9 Financial and non-financial performance20
2. SITUATION AND ACTIVITIES OF THE COMPANY AND ITS SUBSIDIARIES DURING THE PAST FINANCIAL YEAR23
2.1 Highlights of the financial year24
2.1.1 Future of reprocessing and recycling beyond 204024
2.1.2 Business highlights24
2.2 Simplified group organization chart – subsidiaries, equity interests and branch offices30
2.2.1 Simplified group organization chart at December 31, 202530
2.2.2 Acquisitions o f equity interests and takeovers during the past financial year31
2.2.3 Branch offices and representation offices31
2.3 The group’s businesses32
2.3.1 Mining32
2.3.2 Front End38
2.3.3 Back End40
2.3.4 Other activities of Orano44
2.4 Research and Development activities47
2.5 Financial situation of the Company and the group during the past financial year48
2.5.1 Summary of key figures and segment information48
2.5.2 Consolidated financial statements for the past financial year50
2.5.3 Separate financial statements for the past financial year57
2.5.4 Dividends57
2.5.5 Non-tax deductible expenses57
2.6 Foreseeable developments and future prospects58
2.6.1 Future prospects58
2.6.2 Orano’s financial outlook59
2.7 Significant post-closing events60
2.7.1 Significant events between the reporting date and the preparation date of the management report60
2.7.2 Significant events between the preparation date of the report and the date of the General Meeting60
3. RISK CONTROL AND VIGILANCE PLAN63
3.1 Internal control system64
3.1.1 Commitments of the Orano group64
3.1.2 Internal control objectives64
3.1.3 Organization of the internal control system65
3.2 Methodology: risk mapping and risk management67
3.2.1 Risk management policy and methodology67
3.2. 2 Risk coverage and insurance68
3.3 Risk factors70
3.3.1 Geopolitical background71
3.3 .2 Risks related to the group’s operations72
3.3.3 Risks related to social, societal and environmental commitment77
3.3.4 Financial risks for the group79
3.3.5 Regulatory and legal risks81
3.4 Vigilance plan84
3.4.1 Risk mapping related to the duty of vigilance85
3.4.2 The deployment of risk prevention measures related to the duty of vigilance86
3.4. 3 Regular risk assessment106
3.4. 4 Orano trains its employees and suppliers, and operates a process for collecting and processing reports107
3.4.5 Monitoring measures and assessing their effectiveness108
4. SUSTAINABILITY STATEMENT113
4.1 Societal and environmental challenges at the heart of the strategy114
4.1.1 General information on the sustainability statement121
4.1.2 Sustainability taken to the highest level of the Company124
4.1.3 Societal and environmental commitment at the heart of the group’s strategy129
4.1.4 A group connected to its ecosystem133
4.1.5 Significant Impacts, Risks and Opportunities and materiality of topics135
4.2 Environmental information144
4.2.1 Contributing to carbon neutrality and adapting to climate change [E1]144
4.2.2 Limiting our footprint on freshwater [E3]170
4.2.3 Anticipating impacts on biodiversity [E4]175
4.2.4 Responsibly managing our liabilities [E2]181
4.2.5 An industrial actor committed to the preservation of resources, the circular economy and waste optimization [E5]186
4.3 Social and societal information195
4.3.1 Mobilizing proud and committed employees who embody our corporate purpose [S1]195
4.3.2 Committing the group’s upstream value chain to preserving health, safety and human rights [S2]219
4.3.3 Being engaged and responsible locally in the regions where Orano operates [S3]222
4.3.4 Operating efficiently for citizens [S4]233
4.4 Governance information237
4.4.1 Being exemplary in terms of ethics and business conduct [G1]237
4.5 Summary of indicators and cross-reference tables251
4.5.1 Summary of indicators251
4.5.2 Table of data points required by other EU legislation as listed in Annex B of ESRS 2260
4.6 Report on the certification of sustainability information and verification of the disclosure requirements under Article 8 of Regulation (EU) 2020/852262
5. GOVERNANCE OF THE COMPANY AND GENERAL267
5.1 Administration and management of the Company268
5.1.1 Composition of the Board of directors268
5.1.2 Functioning of the Board of directors286
5.1.3 Other committee293
5.1.4 Executive Management293
5.2 Compensation of corporate officers295
5.2.1 Compensation policy for the Company’s corporate officers295
5.2.2 Compensation of corporate officers for the 2025 financial year298
5.3 Corporate Governance Reference Code304
5.4 Additional information305
5.4.1 General information about the Company305
5.4.2 Articles of incorporation and Articles of Association of the Company305
5.4.3 Participation of shareholders in General Meetings306
5.4.4 Related-party agreements and commitments306
5.4.5 Main features of the Company’s internal control and risk management systems as part of the financial reporting process308
5.5 Share capital and shareholding structure309
5.5.1 Share capital309
5.5.2 Distribution of the Company’s capital and voting rights309
5.5.3 Securities not representing capital310
5.5.4 Transactions referred to in Article L. 621-18-2 of the French Monetary and Financial Code during the financial year310
6. FINANCIAL STATEMENTS313
6.1 Consolidated financial statements – financial year ended December 31, 2025314
6.2 Statutory Auditors’ report on the consolidated financial statements for the financial year ended December 31, 2025383
6.3 Company financial statements – financial year ended December 31, 2025389
6.4 Statutory Auditors’ report on the company financial statements for the financial year ended December 31, 2025421
7. MISCELLANEOUS INFORMATION425
7.1 Statutory Au ditors426
7.2 Injunctions or fines for anti-competitive practices426
7.3 Information on employee representative bodies426
7.4 Information on payment terms427
7.5 Information on loans granted to other companies pursuant to Articles L. 511-6 and R. 511-2-1-1-II of the French Monetary and Financial Code427
7.6 Five-year financial summary428
7.7 Table of subsidiaries and associates428

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