Livium Ltd. · ASX:LIT
Livium — Investor Presentation (September 2025)
13 slides from Livium's investor presentation, Sep 25, 2025
Slide 1: ASX Announcement: Corporate Presentation
ASX ANNOUNCEMENT 25 September 2025 Corporate Presentation Livium Ltd (ASX: LIT) (“Livium” or the “Company”) is pleased to provide a Corporate Presentation which summarises the commercial recycling adjacency activities announced over the past few weeks. No new material information is disclosed in thi
Slide 2: Energising a better world: Commercial recycling adjacencies
For personal use only ASX : LIT Energising a better world Commercial recycling adjacencies September 2025 Livium Ltd securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOB, LITOC)
Slide 3: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in
Slide 4: Australia's leading battery recycler
Australia’s leading battery recycler Proven access to waste underpins diversification strategy into emerging, high value opportunities Battery Recycling Other Recycling For personal use only Proven Vertical collection and pre- Verticals Core Operation processing Strategic Growth capability, Livium o
Slide 5: Lithium-ion Battery Opportunity
Lithium-ion Battery Opportunity EV / ESS dominates long-term EOL battery volume growth Envirostream only collects ~20% of estimated waste5 EOL Battery Projections by Market Segment1,2 The Addressable Battery Market: Volume Outlook1,2 For personal use only 550 90% Current estimated annual By 2030 est
Slide 6: Black Mass Processing Opportunity
Black Mass Processing Opportunity Off-take agreement for at least 60% of MMD production provides baseline1 Current state Future potential For personal use only ▪ Livium collects, dismantles and processes lithium-ion Huge addressable market batteries (collectively Pre-Processing) ▪ Global black mass
Slide 7: PV Recycling – a US$2.67Bn Global Opportunity
PV Recycling – a US$2.67Bn Global Opportunity1 Why now? Significant national deployment coupled with regulatory drivers result in a need to PV waste solutions today Projected Annual PV Waste (tonnes)2 Economic drivers2 For personal use only Addressing Rising Waste Volumes 100,000 Over 90kTpa of EOL
Slide 8: REE US$7.3B Global Market
REE US$7.3B Global Market1 ▪ Rare Earth Elements (REE) are becoming a key component in geopolitical trade discussions.. ▪ Currently China processes ~90% of the world's For personal use only rare earth supply2. ▪ Chinese custom officials are scrutinising and restricting orders from overseas customers
Slide 9: Strategy Execution: Won Kwang S&T
Strategy Execution: Won Kwang S&T Leveraging Livium’s supply chains to capture a fast-growing segment of the clean energy waste sector For personal use only Partnership with Won Kwang S&T for end-of-life (EOL) PV recycling Phase 1 Export PVs Proven Won Kwang is a leader in solar energy and resource-
Slide 10: Strategy Execution: Iondrive
Strategy Execution: Iondrive Binding Term Sheet signed to advance clean energy waste processing including solar panels, black mass, and REE Partnership Activities Commercialisation Pathway For personal use only Technology Assessment ❑ Livium to provide Samples to Iondrive Livium provides Samples to
Slide 11: Strategy Execution: University of Melbourne
Strategy Execution: University of Melbourne Term Sheet signed with UoM explores the use of microwave technology in the extraction of rare earth elements For personal use only UoM to build prototype microwave-assisted leaching system for the recovery of REE Livium has signed a Term Sheet to access an
Slide 12: Why is Livium pursuing recycling adjacencies?
Why is Livium pursuing recycling adjacencies? Envirostream is ready to expand its services to meet its customer needs We have a right to play We can expand our position For personal use only Meet customer needs Technology enhancement Current customer base needs a solution for these waste This strate
Slide 13: Thank You
Thank You Unit 1, 79–83 High Street, For personal use only Kew, VIC 3101 www.liviumcorp.com