Bci Minerals Ltd · ASX:BCI
Bci Minerals — Euroz Hartleys Institutional Conference 2026
13 slides from Bci Minerals's conference presentation, Mar 18, 2026
Slide 1: Euroz Hartleys Institutional Conference
ASX Code: BCI Euroz Hartleys Institutional Conference 18 March 2026
Slide 2: Mardie Salt – on track for Revenue this year
Mardie Salt – on track for Revenue this year ASX Code: BCI Relentless focus on delivering on our promises – Mardie’s build remains on budget and to schedule 100% / Steady state >98% 1.18kg/l Q1 CY26 Operational pond Operational density Crystalliser filling levels 1 pond nine 2 commenced 3 H2 CY26 80
Slide 3: Forecast supply shortfall
Forecast supply shortfall Positive Salt Asia Demand vs Supply 1 is positively affecting salt price forecast Market Outlook 240 230 Mardie first salt on ship 220 Forecast Supply +16% shortfall 210 Three binding Offtake Agreements Mt 200 with tier 1 customers: 190 ✓ Markets: China, Indonesia, Japan, K
Slide 4: BCI's solar salt is a building block for Industry
BCI’s solar salt is a building block for Industry Salt (NaCI) end uses Solar salt is dissolved, Industrial grade solar-salt output by region purified and recrystalised to achieve Food >99.8% purity Medical India Aluminium PVC Glass Paper Mexico Paints / coatings Salt value Textiles Batteries Fuel ce
Slide 5: The solar salt process leaves behind valuable bitterns
The solar salt process leaves behind valuable bitterns Export to global markets Multi- user port Seawater Salt pumps crystallisers High grade industrial salt Washplant / stockpile Evaporation ponds Bitterns Mineral research lab KTMS crystallisers SOP production plant Sulphate of Potash 5 Euroz Hartl
Slide 6: Sulphate of Potash (SOP) progress
Sulphate of Potash (SOP) progress Bringing to market valuable salt by - products ✓ SOP is a premium fertilizer in high demand ✓ SOP trades at a premium to MOP ✓ SOP has a total addressable market globally of US$4.7 billion1 ✓ Lab tests have proven SOP can be extracted from Mardie’s KTMS crystals ✓ A
Slide 7: Lab data validates Mardie's potential
Lab data validates Mardie’s potential Beyond salt, Mardie’s s eawater is the source of SOP and other products Mardie seawater analysis Seawater Brine Product Commercial intake maturity Bitterns1 stream potential Pond 0 Pond 9 Density kg/L 1.035 1.18 1.32 Concentration g/L Sulphate 3.2 15.5 Bitterns
Slide 8: Our port connects Mardie to its customers
Our port connects Mardie to its customers 20.0mt 3.5 94% Annual Days to Construction capacity customer completion 14.5mt 210kt Annual surplus Maximum vessel capacity size 8 Euroz Hartleys Institutional Conference
Slide 9: Investment in Mardie underpinned by predictable and resilient cash flows
Investment in Mardie underpinned by predictable and resilient cash flows Mardie Salt and Potash Project Is 38km long, ~115km footprint 2 Capital Management • $1.34 billion invested to date, compares to our market Facility maturity profile $m capitalisation of $1.1 billion 700 • Long-term lending fac
Slide 10: Roadmap to Salt Revenue
Roadmap to Salt Revenue The chart outlines the major milestones to achieve revenue from the salt business only. BCI remains committed to the commercialisation of SOP and the Port of Cape Preston West. First crystalliser Salt wash plant First harvest filled construction washed and First Salt complete
Slide 11: BCI investment fundamentals
BCI investment fundamentals Annuity style The world needs salt It’s sustainable return profile ✓ Critical mineral and ✓ Infinite natural resource, ✓ Long life assets >60 years essential compound produced from seawater ✓ Salt, Port capex and ✓ Broad range of uses ✓ 99% of energy to produce working ca
Slide 12: Important Notices
Important Notices Not an Offer of Securities This document has been prepared by BCI Minerals Limited ABN 21 120 646 924 (BCI).This document does not constitute or contain an offer, invitation solicitation or recommendation with respect to the purchase or sale of any security in BCI. This document is
Slide 13: Important Notices (continued)
Important Notices (continued) No Financial data All dollar values are in Australian dollars (A or AUD) unless otherwise stated. This document includes certain historical financial information extracted from BCI’s audited consolidated financial statement s a nd information released to ASX…
BCI Minerals — Euroz Hartleys Institutional Conference 2026 on 6ix