Advanced Energy Minerals Ltd · ASX:AEM
Advanced Energy Minerals — ASX SMIDcaps Conference 2026
27 slides from Advanced Energy Minerals's conference presentation, Sep 23, 2026
Slide 1: Investor Presentation
Investor Presentation ASX SMIDcaps Conference 23 September 2026 INVESTOR PRESENTATION 1
Slide 2: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation (Presentation) has been prepared by Advanced Engineered Materials Ltd (ACN 095 Future Performance 907 565) (AEM or the Company) and provides general information about the Company and its business. The Presentation contains certain “forward-looking s
Slide 3: Important Notices and Disclaimer (cont.)
Important Notices and Disclaimer (cont.) No Warranty and Disclaimer Effect of Rounding No party other than AEM has authorised or caused the issue, lodgement, submission, dispatch or A number of figures, amounts, percentages, estimates, calculations of value and fractions in this provision of this Pr
Slide 4: Introduction
1 Introduction INVESTOR PRESENTATION 4
Slide 5: Company Overview
Company Overview Advanced Engineered Materials is a customer-focused, innovative producer of high and ultra-high purity alumina serving rapidly growing end-markets • We are a producer of high purity alumina (HPA) from our commercially sized plant in Cap-Chat, Quebec, Canada. • Our plant has a curren
Slide 6: HPA Market
2 HPA Market INVESTOR PRESENTATION 6
Slide 7: High-Growth Global Demand in HPA End-Markets
High-Growth Global Demand in HPA End-Markets Inherent properties – high thermal conductivity, high melting point, extreme hardness & wear resistance, high mechanical strength; chemically stable, excellent electrical insulation, transparent to microwave frequencies Synthetic Electronics and Other and
Slide 8: Semiconductors – Accelerating Customer Demand
Semiconductors – Accelerating Customer Demand Data centres and AI are driving chip demand, performance improvements, and rapid increase in use of HPA, and ultra-low alpha HPA. FABRICATION Ceramic Objects Chemical Mechanical Polishing (CMP) 2026 to 2029 growth 100 tpa 4N 2026 to 2029 growth 600 tpa H
Slide 9: Overview of Global HPA Supply
Overview of Global HPA Supply China is the largest producer with production geared toward internal synthetic sapphire - imports approximately 2,000 tpa HPA for demanding applications Capacities of HPA Producers in 2024 Breakdown of Global Supply 3 Tonnes per annum 4N+ HPA Supply in 2024, % of total
Slide 10: HPA Demand and Supply Dynamics
HPA Demand and Supply Dynamics Strong demand growth combined with sluggish supply-side response to lead to a sustained supply deficit from 2029 Global HPA Supply and Demand Outlook Overview Kilotonnes per annum, 4N/4N+ HPA ▪ Strong global demand of 13.6% CAGR from 2013 to CAGR: ~10.0% 2024, driven b
Slide 11: HPA Pricing Dynamics
HPA Pricing Dynamics Tight market conditions and forecast undersupply expected to drive meaningful increase in HPA pricing HPA Pricing Dynamics 4N/4N+ HPA Pricing Forecast (CM Group 2025) HPA Product Pricing (US$/kg) Form Region 2025 2026 Long-term Speciality ▪ Creates a strong interdependence Produ
Slide 12: Global Industry Production Cost Curve
Global Industry Production Cost Curve CM Group estimates AEM to have lower production costs than rest of world producers while delivering the same or higher quality HPA product Historically Today Outlook Dominated by two distinct groupings: ▪ New ROW producers (AEM) are entering the HPA ▪ A clear ne
Slide 13: Company Operations and Expansion
3 Company Operations and Expansion INVESTOR PRESENTATION 13
Slide 14: Strategically Located Operations
Strategically Located Operations The Cap-Chat Plant is in the Canadian Province of Quebec, benefiting from a stable, advanced economy, locally sourced feedstock, and low-cost renewable energy Map of Canadian Operations Operational Advantages 1 Politically stable and business friendly ✓ jurisdiction
Slide 15: The Montreal Technology Development Centre
The Montreal Technology Development Centre Creating processes to produce next-generation materials for critical supply chains ...driving further strategic and financial benefit to AEM ✓ Enhances intellectual property portfolio with Continued focus on innovation in production process... proprietary p
Slide 16: Stage 1 Project
Stage 1 Project AEM has successfully delivered a commercial scale plant with an HPA production capacity of 2,000 tpa, and will add an additional 1,000 tpa capacity in 2026 Pathway Tunnel Kiln In Operation ✓ Stage 1 Expansion delivered 2023-2025: commercial- scale capacity of 2,000 tpa 4N+ HPA, commi
Slide 17: Stage 2 Expansion Project
Stage 2 Expansion Project AEM has plans to double capacity to 6,000 tpa through a Stage 2 Expansion Project, which would be located adjacent to the existing Stage 1 Plant Expansion Project Overview Stage 2 PFS Metrics at Steady State Production Financial Metrics Based on Pre-Feasibility Study ▪ Stag
Slide 18: Sales and Marketing
4 Sales and Marketing INVESTOR PRESENTATION 18
Slide 19: Global Sales Infrastructure
Global Sales Infrastructure Dedicated in-house sales team with deep industry and sales experience complemented by a global network of distributors and agents Global sales infrastructure in place... ....providing robust coverage of end-markets In-house Sales Team Distributors / Agents In-house Sales
Slide 20: Customer Qualification Pipeline
Customer Qualification Pipeline The customer qualification pipeline reached 225 projects at the end of August, up ~50% from the beginning of the year, with commercial relationship and industrial trial stage projects also up 60% Focus on commercialisation has forged a robust customer qualification pi
Slide 21: Trends We Are Seeing
Trends We Are Seeing Three emerging tailwinds are accelerating AEM’s customer engagement success 1. Expected global HPA supply crunch now becoming a reality Projects either qualified or in late-stage Customers are showing concern about their ability to secure the HPA they need. A leading global qual
Slide 22: Management
5 Management INVESTOR PRESENTATION 22
Slide 23: Management Team
Management Team AEM’s management team has the requisite skills and experience to oversee plant development and long-term operational success Key Management Richard Seville Michael ‘Mick’ Adams Alexis Clark Executive Chairman Managing Director / CEO Chief Financial Officer ▪ Executive Chairman of AEM
Slide 24: Outlook and Closing Remarks
6 Outlook and Closing Remarks INVESTOR PRESENTATION 24
Slide 25: Outlook
Outlook A significant step-up in sales is expected in the second half, accelerating through 2027 Sales are expected to increase significantly in 2H 2026 to Near-term milestones approximately 40 to 60 tonnes, accelerating further in 2027 as existing qualified customers complete tooling up, and custom
Slide 26: Investment Highlights
Investment Highlights ✓ Innovative HPA producer capable of purities up to 5N and ultra-low alpha HPA at less than 1 ppb uranium and thorium Emerging Leader 1 in HPA ✓ Commercial-scale capacity of 2,000 tpa at Cap-Chat, with plant modifications completed in 1H 2026 to enable commercial-scale ultra-lo
Slide 27: Investor and Media Enquiries
Investor and Media Enquiries Emmanuel Duvnjak - Head of Communications and Investor Relations +61 412 734 200 · eduvnjak@aemhpa.com · aemhpa.com LinkedIn · YouTube
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