Slide 1: Q4 & FY 2026 Earnings Conference Call
Q4 & FY 2026 Earnings Conference Call Nic Earner (Managing Director & CEO) and James Carter (CFO) 21 July 2026 © 2026 Alkane Resources | ASX:ALK | TSX:ALK | OTCQX:ALKRY 1
Slide 2: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation is current as at 21 July 2026 and has been prepared by Alkane Resources Limited (ASX: ALK, TSX: ALK, OTCQX: ALKRY) (Alkane) based on information available to it at the time of preparing this presentation. No representation or warranty, express or im
Slide 3: Important Notices and Disclaimer
Important Notices and Disclaimer For the purposes of National Instrument 43-101 – Standards of Disclosure for Mineral Projects (‘NI 43-101’), the scientific and technical information contained in this presentation has been prepared under the supervision of, and approved by, Mr Chris Davis, who is a
Slide 4: Speakers
Q&A Speakers Nic Earner Jim Carter MANAGING DIRECTOR CHIEF FINANCIAL AND CEO OFFICER 4
Slide 5: Q4 & FY2026: Highlights
Q4 & FY2026: Highlights Q4 FY2026 FY2026 Record Achieved top end of Production Production FY 2026 production and met cost 42.5 koz AuEq 1 168.3 koz AuEq 1,2 guidance Q4 Cash Flows from Cash, bullion & Operations investments Proposed fully franked dividend of 2 cents per A$174 million A$454 million s
Slide 6: Q4 & FY2026: Consolidated Operations
Q4 & FY2026: Consolidated Operations Record Year of Production Q4 2026 a Q3 2026 a FY 2026 b Tonnes ore mined (t) 700,996 620,121 2,381,938 Mined ore - Gold grade (g/t) 2.30 2.33 2.32 - Antimony grade (%) 1.37 1.12 1.08 Processed ore (t) 693,607 674,011 2,622,283 Processed ore – milled grade - Gold
Slide 7: Q4 & FY2026: Tomingley (Australia)
Q4 & FY2026: Tomingley (Australia) High-performing gold mine positioned for growth Q4 2026 a Q3 2026 a FY 2026 b FY2026 guidance Processed ore (t) 325,689 314,997 1,274,507 • Exceeded production guidance of 75 – 80 koz Au Processed ore – milled • Met AISC guidance of $2,300 - $2,550 per oz grade gol
Slide 8: Q4 & FY2026: Björkdal (Sweden)
Q4 & FY2026: Björkdal (Sweden) Long-life underground and open cut gold mine Q4 2026 a Q3 2026 a FY 2026 b FY2026 guidance Processed ore (t) 331,477 323,417 1,218,334 • Met production guidance of 37 – 40 koz Aub Processed ore – milled • Below AISC guidance of $4,050 - $4,450 per oz grade gold (g/t) 1
Slide 9: Q4 & FY2026: Costerfield (Australia)
Q4 & FY2026: Costerfield (Australia) One of the world’s highest-grade gold & antimony mines Q4 2026 a Q3 2026 a FY 2026 b FY2026 guidance Processed ore (t) 36,441 35,598 129,442 • Met gold production guidance of 37 – 41 koz Aub Processed ore – milled • Exceeded antimony production guidance of 750 –
Slide 10: Exploration: Tomingley
Exploration: Tomingley Resource Expansion Extension testing at: 1 Caloma 4 2 Roswell South 3 Roswell – Wyoming 4 4 Regional targets at: 4 Wyoming Three Patrons 1 3 Tomingley One 4 Tomingley Two Glen Isla 2 ALKANE RESOURCES | ASX:ALK | TSX:ALK | OTCQX: ALKRY 10
Slide 11: Exploration: Björkdal (Sweden)
Exploration: Björkdal (Sweden) FY26 Exploration Focus: Resource Expansion 1 North Zone infill and extension drilling results1 included: • 31.5 g/t gold over 0.85 m • 25.2 g/t gold over 0.60 m 3 Storheden Resource 2 Eastern Zone infill and North Zone extension drilling results1 2 Eastern Zone include
Slide 12: Exploration: Costerfield (Australia)
Exploration: Costerfield (Australia) FY26 Exploration Focus: Resource Expansion 1 True Blue – Recent high-grade infilling drill results1 increased confidence of the Youle and Shepherd complex veining system to development. Workings 2 Step-out testing of the 4km True Blue 6 True Blue Corridor surface
Slide 13: Exploration: Northern Molong Porphyry Project
Exploration: Northern Molong Porphyry Project Encompasses Boda-Kaiser 1 Boda 4 – Exploring for potential southern extensions to the Boda 2-3 deposit for new Au-Cu porphyry centres. 2 Drill testing the prospective geology between Boda and Kaiser for new high-grade Au-Cu hydrothermal centres. 3 Extens
Slide 14: Q4 & FY2026: Financial Highlights
Q4 & FY2026: Financial Highlights Financial strength to deliver growth Australian dollar unless otherwise noted Q4 2026 a Q3 2026 a YTD FY 2026 b Revenue (m) $257.5 $274.4 $935.8 Gold price realised (per oz) - A$ $5,442 $6,315 $5,664 - US$1 $3,809 $4,421 $3,965 Antimony price realised (per tonne) -
Slide 15: Q4 FY2026: Cash Flows
Q4 FY2026: Cash Flows Strong financial position supports growth plans • Cash, bullion and liquid investments of $454 million. • Available liquidity of $549 million. • Alkane’s three mines generated a record $174 million of operating cash flows. • Positioned to pay proposed inaugural dividend. Post t
Slide 16: Achieved FY2026 Goals
Achieved FY2026 Goals FY26 Deliverables Meet guidance and consolidate costs Expand mineral resources Tomingley – deliver growth projects (Newell Highway) Costerfield – progress permitting and development to True Blue Björkdal – open new mining areas and lift mining rate to lower costs Boda-Kaiser –
Slide 17: FY2027: Positioned for Growth
FY2027: Positioned for Growth FY27 Deliverables Meet production guidance of 163–177 koz AuEq1 and AISC guidance of $2,900 - $3,200/AuEq1 oz2 Invest in mine life extensions Tomingley – deliver growth projects (Newell Highway) Costerfield – exploration and Brunswick South development Björkdal – integr
Slide 18: Q&A
Q&A Q&A Nic Earner Jim Carter MANAGING DIRECTOR CHIEF FINANCIAL AND CEO OFFICER 18
Slide 19: Contact information
Contact information ASX: ALK Natalie Chapman Corporate Communications Manager +61 8 9227 5677 TSX: ALK info@alkres.com @alkane-resources-ltd @alkaneresources OTCQX: ALKRY alkres.com 19
Slide 20: Appendix
Appendix RESERVES AND RESOURCES STATEMENTS 20
Slide 21: Tomingley
Tomingley Reserves and Resources Statement1 Tomingley Operations – Mineral Resources (at 30 June 2025) Tomingley Operations – Ore Reserves (at 30 June 2025) Measured Indicated Inferred Total Proved Probable Total Deposit Tonnes Grade Tonnes Grade Tonnes Grade Tonnes Grade Gold Deposit Tonnes Grade T
Slide 22: Costerfield
Costerfield Reserves and Resources Statement1 Tonnes Au Sb Au Sb Category (kt) (g/t) (%) (koz) (kt) Costerfield Operations – Mineral Resources (at 30 June 2025) Measured - UG 387 13.1 3.7 162 14.4 Resources 1. The Mineral Resource is estimated as at 31 Dec 2024 with depletion through to 30 June 2025
Slide 23: Björkdal
Björkdal Reserves and Resources Statement1 Björkdal Gold Mine – Mineral Resources (at 30 June 2025) Björkdal Gold Mine – Ore Reserves (at 30 June 2025) Measured Indicated Inferred Total Proved Probable Total Deposit Tonnes Grade Tonnes Grade Tonnes Grade Tonnes Grade Gold Deposit Tonnes Grade Tonnes
Slide 24: Boda-Kaiser
Boda-Kaiser Reserves and Resources Statement1 Indicated Inferred Total Metal Deposit Tonnes Au Cu Tonnes Au Cu Tonnes AuEq1 Au Cu AuEq1 Au Cu (Mt) (g/t) (%) (Mt) (g/t) (%) (Mt) (g/t) (g/t) (%) (Moz) (Moz) (Mt) Open Pittable Resources (cut-off 0.3g/t AuEq) Boda 191 0.36 0.17 42 0.29 0.16 233 0.58 0.3