Slide 1: FY26 Results Presentation
FY26 Results Presentation IGO Limited IGO Limited | 27 August 2026 Page 1
Slide 2: FY26 - Year in Review
FY26 - Year in Review Strong performance across safety, operations and financial returns ✓ ✓ ✓ ✓ Safety Greenbushes Nova Kwinana Transformational safety Higher spodumene prices lifted Beat production and cost Developing a pathway forward performance guidance, delivering $228M of free with our partne
Slide 3: Safety
Safety Transformational improvement sustained across FY26 12-month rolling TRIFR +200 20 64% Days without a recordable injury 18 16.9 +330 reduction in Group 16 12-month TRIFR1 14 Days without an SPI2 12.5 12 9.9 Group 12-month TRIFR reduced to 3.7, from 10.2 at June 2025 10 10.2 8 7.1 Nova TRIFR re
Slide 4: Financial Results
Financial Results Strong cash generation on the back of an exceptional performance from Nova Total revenue of $463M, with strong operational performance from Nova Units FY26 FY25 YoY Group EBITDA of $323M driven by an $186M YoY improvement in IGO's Revenue A$M 463 528 ▼ 12% share of TLEA net profit
Slide 5: Cash flow
Cash flow Operational delivery and cost discipline lifted net cash 38% to $387M Strong Nova performance Exploration discipline Leaner corporate base $228M free cash flow ▲ 63% YoY $28M expenditure ▼ 45% YoY $58M corporate & other costs ▼ 13% YoY Key cash flow movements: FY26 vs FY25 ($M) FY25 FY26 3
Slide 6: Capital Management
Capital Management Disciplined capital returns to shareholders in line with IGO’s Capital Management Guideline Dividends per share (cents) 5.0c $38M 80 70 Final FY26 dividend Final dividend per share ~30% of Underlying free cash flow 60 50 Capital management priorities unchanged: balance sheet stren
Slide 7: FY27 Priorities
FY27 Priorities Clear focus to optimise existing portfolio and position for growth OPTIMISE AND M AXIM ISE THE PORTFOLIO DELIVER OUR GROWTH OPPORTUNITIES Nova Exploration • Safe and stable operations through to completion of mining • Global focus on copper and lithium • Complete the divestment to Gl
Slide 8: Investors & Media
Investors & Media Richard Glass Head of Strategy and Investor Relations T:+61 8 9238 8300 E: investor.relations@igo.com.au Authorised for release to the ASX by Managing Director and CEO, Ivan Vella
Slide 9: Cautionary Statements & Disclaimer
Cautionary Statements & Disclaimer This presentation has been prepared by IGO Limited (“IGO”) (ABN Resources and Ore Reserves, as well as any Competent Persons' Lithium cash costs (production) is IGO’s estimate of unit cash costs 46 092 786 304). It should not be considered as an offer or invitation
Slide 10: Making a Difference
Making a We believe in a world where people power makes How? Developments in battery storage technology amazing things happen. are enabling the full potential of renewable energy to be realised, by allowing energy produced from the Where technology opens up new horizons and clean sun, wind and other