Iluka Resources Limited · ASX:ILU
Iluka Resources — Macquarie Australia Conference 2026
19 slides from Iluka Resources's conference presentation, May 6, 2026
Slide 1: Iluka Resources (ASX:ILU) – Macquarie Australia Conference
1 Iluka Resources (ASX:ILU) Macquarie Australia Conference 6 May 2026 Eneabba, Western Australia
Slide 2: Disclaimer
Disclaimer 2 This presentation has been prepared by Iluka Resources Limited (Iluka). By accessing this presentation you acknowledge that you have read and understood the following statement. This presentation includes forward-looking statements reflecting Iluka’s current expectations. These statemen
Slide 3: A global critical minerals company
3 Critical minerals Operational experience A global Zircon, titanium and rare earths are Over 70 years of critical minerals critical minerals used in a wide range of consumer exploration, mining, processing, and industrial applications and are marketing and rehabilitation, with essential for urbanis
Slide 4: 2026 focus areas
2026 focus areas 4 Near term priorities to deliver sustainable value Balranald Eneabba Balranald ramp-up Targeting mid-2026 for investment case production Eneabba rare earth refinery construction Commissioning 2027 Rare earth offtake and feedstock agreements Offtake/ Discussions progressing with mul
Slide 5: Eneabba rare earths refinery
Eneabba rare earths refinery Eneabba, Western Australia
Slide 6: Eneabba rare earths refinery
Eneabba rare earths refinery 6 Australia’s first fully-integrated rare earths refinery; production of material light and heavy separated rare earth oxides; commissioning 2027 Feedstock longevity Funding Flowsheet Multiple internal and external options Fully funded via partnership with Australian gov
Slide 7: Products – light and heavy rare earth oxides
Products – light and heavy rare earth oxides 7 Iluka will produce the full suite of separated magnet rare earth oxides and a range of carbonate products Light rare earths Heavy rare earths Carbonates Nd Pr NdPr Dy Tb SEG HRE+Y LaCe oxide oxide oxide oxide oxide carbonate carbonate carbonate 5,500 tp
Slide 8: Feedstock longevity – multiple internal and external options
Feedstock longevity – multiple internal and external options 8 Strategic infrastructure asset capable of processing a broad range of feedstocks including mineral sands concentrates, hard rock concentrates and ionic clay carbonates Eneabba stockpile 1 million tonnes1 of heavy mineral concentrate rich
Slide 9: Favourable feedstock assemblage – light and heavy rare earths
Favourable feedstock assemblage – light and heavy rare earths 9 Multiple internal and external feedstock options to secure supply of the critical light and heavy rare earths: NdPr, Dy, Tb and Yttrium Favourable assemblage of feedstock options to enable significant heavy rare earths production REO as
Slide 10: Timeline – close proximity to production
Timeline – close proximity to production 10 2026 2027 2028 2029 Key milestones ✓ Construction accelerating ✓ Construction complete ✓ Production ramp-up ✓ Ramp-up complete ✓ SMPEI contract award ✓ Commissioning begins ✓ First oxides produced ✓ First offtake agreement ✓ Metallisation study complete Co
Slide 11: Video
11 Video Eneabba, Western Australia
Slide 12: Eneabba rare earths refinery – flyover video
Eneabba rare earths refinery – flyover video 12 Eneabba rare earths refinery – flyover video
Slide 13: Q&A
Q&A Eneabba, Western Australia
Slide 14: Appendix
14 Appendix Eneabba, Western Australia
Slide 15: Funding – fully funded via partnership with Australian Government
Funding – fully funded via partnership with Australian Government 15 Partnership includes limited equity contribution from Iluka and unique debt funding; flexible debt that is non-recourse to the mineral sands business with preferential cash flows Funding package Illustrative cash flow waterfall Pro
Slide 16: Eneabba rare earths stockpile – low-cost feedstock
Eneabba rare earths stockpile – low-cost feedstock 16 All of Iluka’s deposits contain rare earths; since the early 1990s, Iluka has stockpiled rare earth minerals produced as a co-product of the company’s mineral sands processing operations • The Eneabba stockpile contains ~1 million tonnes of mater
Slide 17: Eneabba refinery flowsheet – proven technology
Eneabba refinery flowsheet – proven technology 17 3 Flowsheet based on proven rare earth processing technology used for decades, including historical refining of Iluka’s rare earth feedstock 2 NdPr Cracking and leaching Separation and finishing SX5 Nd SX3 • Low temperature kiln ~300°C • Ammonia-base
Slide 18: Expertise – in-house and external
Expertise – in-house and external 18 Iluka has processed and marketed critical minerals for over 70 years The company is implementing operational readiness plans in line with the schedule for Eneabba’s commissioning, including detailed planning and personnel assignment Dan McGrath B.Sc (Math) Organi
Slide 19: For more information contact
19 For more information contact Luke Woodgate, General Manager, Investor Relations and Corporate Affairs investor.relations@iluka.com
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