Zeotech Limited · ASX:ZEO
Zeotech — Noosa Mining Conference 2025
15 slides from Zeotech's conference presentation, Nov 12, 2025
Slide 1: AusPozz Project: Better Low-Carbon Concrete
For personal use only AusPozz Project Better Low-Carbon Concrete Noosa Mining Conference – 12 November 2025 ASX: ZEO www.zeotech.com.au 1
Slide 2: Disclaimer
Disclaimer These Presentation Materials are for information purposes only. They do not comprise a prospectus, product Cautionary Statement disclosure statement, or other offering document under Australian law (and will not be lodged with the Australian The PFS referred to in this presentation was un
Slide 3: Investment Proposition
Investment Proposition First Mover Advantage 1 2026 Cashflow Large-Scale Resource For personal use only Advancing low-carbon, Becoming Australia’s first commercial producer of high- Executed $200m Binding Offtake JORC >10mt of high-purity kaolin² Agreement¹ initial 5-year term high-performance cemen
Slide 4: Toondoon Kaolin Project
Toondoon Kaolin Project Australia’s highest-grade known raw ore kaolin resource held under an approved Mining Lease For personal use only • Approved Mining Lease c.20km south of Mundubbera, QLD, and a large tenement footprint covering 28,000ha • Company ownership of 682ha of freehold land • 10.9Mt J
Slide 5: Australia's largest DSO Kaolin offtake agreement
Australia’s largest DSO Kaolin offtake agreement¹ $200m Kaolin DSO offtake locks in stage one of AusPozz Project - cashflows expected in 2026 For personal use only Product Unit Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 DSO Kaolin Tonnes 160,000 160,000 160,000 160,000 160,000 DSO Cosmetic Kaolin Tonnes 10,000 20,000
Slide 6: What is AusPozz?
What is AusPozz ? High-Reactivity Metakaolin - Supplementary Cementitious Material (SCM) For personal use only Toondoon 700-750°C Low-Carbon High-Purity High Performance Kaolin Concrete AusPozz High Reactivity Metakaolin • Metakaolin is a Manufactured Pozzolan - the secret of 2000-year-old Roman con
Slide 7: AusPozz offers multiple technical advantages
AusPozz offers multiple technical advantages Significantly lower carbon footprint and multiple performance benefits1 For personal use only Increased Reduced Strength Durability Shrinkage Concrete Cancer • 79% reduction in embodied carbon vs cement ¹ • >50% strength gain (UCS)2 with less cement - low
Slide 8: AusPozz Concrete Demonstration Pour Video
AusPozz Concrete Demonstration Pour Video For personal use only 8
Slide 9: AusPozz Preliminary Feasibility Study
AusPozz Preliminary Feasibility Study Strong business case validated by robust technical and financial characteristics For personal use only $406m NPV 42% IRR 300,000 tpa AusPozz from Train 1 The Project has delivered a robust Resilient after-tax Train 2 expansion would double capacity after-tax
Slide 10: Bundaberg Port – Strategically Compelling
Bundaberg Port – Strategically Compelling Bundaberg Port offers transport optionality, utilities, and future renewables access For personal use only • LOI signed with Gladstone Port Corporation for an 8ha site at the Port of Bundaberg1 • State Development Area zoning with access to infrastructure, u
Slide 11: Market Opportunity - AusPozz
Market Opportunity - AusPozz Legislated emission reduction targets set to drive demand for low-carbon concrete solutions For personal use only The Size of the Target Sector Collaboration Partners • Cement production – 8% of global CO2 emissions1 Holcim Australia – MoU signed Oct 2024 • Immediate add
Slide 12: Commercial Pathways
Commercial Pathways Immediate DSO kaolin cash flow and AusPozz low-carbon concrete and cement market potential For personal use only 2026 Medium-Term Medium/Longer-Term Direct Shipping Ore (DSO) sales Produce and sell AusPozz Produce and sell AusPozz to blend with of kaolin raw ore for low-carbon co
Slide 13: Indicative Project Delivery Timetable
Indicative Project Delivery Timetable1 Expansive Toondoon drilling program and forecast DSO Kaolin sales offer near-term value accretive milestones For personal use only Q1 2029 Q4 2028 AusPozzTM Stockpiling 2026 AusPozzTM and First Manufacturing Shipment Facility DFS Complete Constructed Q4 2025 an
Slide 14: Corporate Overview
Corporate Overview $172m $13.74m $0.084 2.05Bn 3c-11.5c For personal use only Market Cash position1 Share price Shares on issue 52-week range capitalisation Board & Management Sylvia Tulloch Peter Zardo Shane Graham Rob Downey James Marsh Non-Executive Chair Managing Director Executive Director Non-
Slide 15: For Further Information
For Further Information For personal use only James Marsh Chief Executive Officer (+61) 7 3181 5523 james.marsh@zeotech.com.au Level 1, Brisbane Technology Park, 7 Clunies Ross Court, Eight Mile Plains, Queensland 4113, Australia www.zeotech.com.au