Vrx Silica Ltd. · ASX:VRX
Vrx Silica — Investor Presentation (June 2026)
29 slides from Vrx Silica's investor presentation, Jun 4, 2026
Slide 1: Silica Sand – Critical Mineral Investor Presentation
VRX SILICA For personal use only Silica Sand Critical Mineral – key industrial input with no substitute June 2026 Investor Presentation ASX:VRX
Slide 2: Important Information
Important Information Disclaimer This document has been prepared by VRX Silica Limited. The information contained in this document is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. For personal use only The in
Slide 3: Silica Sand – foundational, not cyclical
Silica Sand – foundational, not cyclical ❑ Second most used commodity on Earth after water For personal use only ❑ Global silica sand demand - currently 50 billion tonnes per annum ❑ Predicted growth - US$25.4b (2024) to US$38.3b (2033), steady CAGR of 5%* ❑ High purity silica sand used in semicondu
Slide 4: The world is facing a global sand supply crisis
The world is facing a global sand supply crisis ❑ Surging demand with rapid growth in solar panels, glass manufacturing, semiconductors and general construction is driving unprecedented consumption of high-purity silica sand For personal use only ❑ Asia, one of the largest markets for silica sand ha
Slide 5: Corporate Overview
Corporate Overview Capitalisation Summary Top Shareholders ASX Ticker VRX For personal use only Share Price* A$/sh 0.041 10% Shares Outstanding #m 778.3m Options Outstanding** #m 43.4m 13% Board and Management Sparta AG Market Capitalisation A$m 33 55% Other Top 20 Shareholders Cash Position*** A$m
Slide 6: Introducing new CEO, Tony Swiericzuk
Introducing new CEO, Tony Swiericzuk Seasoned mining executive leading a highly experienced and capable project delivery and management team for Arrowsmith and Muchea Hubs For personal use only ❑ Strong expertise in mining operations, exploration, project development, contractor management, sales an
Slide 7: World Class Silica Sand Projects
World Class Silica Sand Projects Staged multi-hub development of world-class assets For personal use only ❑ Two very large-scale hubs of high-grade silica sand ❑ Combined Mineral Resource of 1.4B tonnes, grading 99.5% - 99.9% SiO2 ❑ Simple, low complexity, low impact mining and processing ❑ Establis
Slide 8: Arrowsmith and Muchea Hubs
Arrowsmith and Muchea Hubs Arrowsmith Hub (100% owned) • High-grade with strong financials • Proximity to port, highway and rail infrastructure For personal use only • Target Markets - foundry and glass markets • Potential +100 year mine life: - JORC Proved and Probable Reserve of 221Mt @ 99.5% SiO2
Slide 9: High Grade Silica Sand Project Overview
Arrowsmith Hub High Grade Silica Sand Project Overview For personal use only 9
Slide 10: Arrowsmith Hub – Overview
Arrowsmith Hub – Overview ❑ State environmental approval and mining permits granted, amendments pending* ❑ Plant and infrastructure located on adjoining freehold property For personal use only ❑ 221Mt Ore Reserve @ 99.5% SiO2 supporting 100-years of production ❑ Grade controlled Proven Ore Reserve o
Slide 11: APAC Demand Growing
Arrowsmith Hub – APAC Demand Growing Strategically Located for Supply into Asia Pacific Markets PROXIMITY TO KEY ASIA IMPORT TERMINALS APAC SILICA SAND DEMAND IS GROWING SIGNIFICANTLY, SPECIFICALLY IN VRX TARGET MARKETS USDm For personal use only 14,819 13,914 Busan Port +7% 13,021 Nagoya Port 12,18
Slide 12: Target Market – Foundry
Arrowsmith Hub Target Market – Foundry Metal casting for automobiles, rail, aerospace and heavy industry ❑ Produce foundry-grade silica sand suitable for moulding steel castings For personal use only ❑ Rising demand for high-performance castings in automobiles, rail, aerospace and heavy industry is
Slide 13: Foundry Sand
Arrowsmith Hub Foundry Sand For personal use only Smooth, singular and thermally stable grains well-suited to resin coating 13
Slide 14: Target Market – Glassmaking
Arrowsmith Hub Target Market – Glassmaking Asian glass making production increasing 5-6% per year (~8-10Mtpa Growth) ❑ Float (plate) glass for construction and automotive applications ❑ Glass for containers (bottles, jars etc) and tableware For personal use only ❑ Specialty applications such as fibr
Slide 15: For personal use only
For personal use only 6/3/2026 15
Slide 16: Processing Flowsheet
Arrowsmith Hub – Processing Flowsheet Simple processing flowsheet with no complexities • For personal use only Simplified wet processing, multiple products, no dust, 2Mtpa processing plant Processing Plant Design • Arrowsmith North and Muchea to each have 2 Mtpa processing capacity • No toxic reagen
Slide 17: Arrowsmith Hub – Processing Plant
For personal use only Arrowsmith Hub – Processing Plant No dust No toxic chemicals Low complexity
Slide 18: Arrowsmith Hub – Transport & Logistics
Arrowsmith Hub – Transport Logistics Arrowsmith Hub – Transport & Logistics ❑ Located on the Brand Highway providing direct sealed road access 100km to the Geraldton Port For personal use only Geraldton- Mt ❑ Geraldton Port, is currently undertaking an A$350m Port Maximisation Geraldton Port Magnet
Slide 19: Offtake Overview
Arrowsmith Hub – Offtake Overview Binding Advanced negotiations Region South Korea Taiwan Philippines China South Korea Japan For personal use only Counterparty 1 Counterparty 2 Counterparty 3 Counterparty 4 Counterparty 5 Counterparty 6 Counterparty 7 Counterparty 8 (Company name can be (Company na
Slide 20: BFS Economics
Arrowsmith Hub – BFS* Economics Development opportunity of a world-class silica sand project For personal use only RESOURCE 221Mt Ore Reserve @99.5% SiO2 supporting over 100 years of production – multi-generational project Target Production CAPEX Total Sales Operating Costs 2Mtpa A$74.5m A$2.6b A$35
Slide 21: Timeline to Production
Arrowsmith Hub – Timeline to Production Q2 CY2026 - Now For personal use only • Updated CAPEX and OPEX H2 CY2026 model finalised • Updated Arrowsmith North H1 CY2027 BFS released and • Purchase of Arramall farm announced completed • Port access agreement • Plant construction H2 CY2027 finalised comm
Slide 22: Muchea Hub Project Overview
Muchea Hub Very High-Grade, Low-Impurity Silica Sand For personal use only Project Overview 22
Slide 23: Muchea Hub Overview
Muchea Hub Overview Large scale, world class, very high-grade, low impurity silica sand project For personal use only ❑ Development to follow Arrowsmith Hub ❑ Located 50km north of Perth, close to established infrastructure: • Under utilised railway connects to Kwinana (100km) • Grid power • Water f
Slide 24: VRX Silica
For personal use only VRX Silica 24
Slide 25: Muchea Hub – BFS Economics
Muchea Hub – BFS* Economics Higher value product, higher margin than Arrowsmith Hub For personal use only RESOURCE JORC Indicated and Inferred Resource 208Mt @ 99.6% SiO2 supporting over 100-years of production – multi-generational project Target Production CAPEX Total Sales Operating Costs 2Mtpa A$
Slide 26: VRX Value Proposition
VRX Value Proposition VRX Value Proposition AUD NPV8 vs Capex1,2 AUD Project NPV vs Enterprise Value1,3 For personal use only Further value gap Muchea significant, but subject 2019 NPV to updated studies and $338m4 approvals $179.2m Arrowsmith 2.4x North NPV $149m $179m value gap $74.5m 6.0x $30m Ar
Slide 27: Right Place, Right Time
Right Place, Right Time Opportunity for VRX to capture an economic advantage over critical strategic silica sand resources For personal use only ❑ Arrowsmith Hub is a low-cost, large-scale project with strong economics: ~221Mt of 99.5% SiO₂ resource, with production targeted for Q4CY27 ❑ Lower CAPEX
Slide 28: Thank you
For personal use only Thank you Tony Swiericzuk Chief Executive Officer Ground Floor, 52 Kings Park Road West Perth WA 6005 Phone: 08 9226 3780 Email: info@vrxsilica.com.au
Slide 29: Silica Sand Mineral Resource and Ore Reserve
Silica Sand Mineral Resource and Ore Reserve For personal use only 29