Altius Minerals Corporation · TSX:ALS
Altius Minerals — Investor Presentation (February 2026)
12 slides from Altius Minerals's investor presentation, Feb 21, 2026
Slide 1: Corporate Presentation
TSX: ALS | OTCQX: ATUSF Diversified , Long-Life, Natural Resource Royalties Corporate Presentation February 21, 2026 Electricity | Potash | Lithium | Clean Steel | Copper | Gold | Nickel
Slide 2: Forward Looking Statements
Forward Looking Statements This document includes certain statements that constitute “forward- Qualified Person looking statements” and “forward-looking information” within the Lawrence Winter, Ph.D., P.Geo., Vice President, Generative and meaning of applicable securities laws (collectively, “forwar
Slide 3: Balance, Diversity & Longevity
Balance, Diversity & Longevity Large Resources and Geopolitical Advantages Amplify New Build and Expansion Optionality Other Other Gold 4% 6% Potash 8% 18% Electricity South 13% America Altius LRC 23% Pro-Forma Canada Pro-Forma Iron Ore Consensus1 46% Consensus1 15% Jurisdiction NAV NAV Base & Batte
Slide 4: Leading Royalty Revenue Growth Profile
Leading Royalty Revenue Growth Profile Potential For Up to 3x Increase Over Next 5 Years From 2025 Baseline 3x +200% +150% 2.5x +100% 2x 1.5x +50% 2025 Base +0% 2026 2027 2028 2029 2030 2031+ Mariana Curipamba Saúva Tres Qua. Phase 2 Arthur Grota do Cirilo Neves Mariana Phase 2 Kami Tres Quebradas G
Slide 5: Base Metals
Base Metals Chapada District Contained Copper Resource & Reserve1 (Mlbs) Chapada Reserve Chapada Measured & Indicated Sauva Measured & Indicated Depletion +2 Blbs Construction underway at Curipamba - adds ~ $10M/a in average royalty revenue over initial 5 years at spot 1,597Mlbs prices with 50% from
Slide 6: Lithium Royalty Corp. Transaction provides meaningful revenue growth potential
Lithium Royalty Corp. Transaction provides meaningful revenue growth potential $1,250/t SC6 Illustrative Price Basis (Current Spot Price ~$1,700 /t) Expected Lithium Revenue1 ($C) $70M 62 61 62 60 60 60 56 50 47 43 40 36 Revenue 30 Estimate 58 59 59 56 55 Range 49 20 16 39 34 26 10 12 0 2026 2027 20
Slide 7: Potash Market - Steady Compounding Demand Growth
Potash Market - Steady Compounding Demand Growth While Royalty Mines also Gaining Market Share (Now 24% of Global Supply) Global Potash Demand Growth Operator Potash Growth 135 Mt 140Mt 20Mt Actual Global Demand LT Growth Trend (2.4% CAGR) 17 120 106Mt 16 15 15 15 15 16 2026E: 74-77Mt 15 15 100 14 M
Slide 8: Electricity Generation Royalties
Electricity Generation Royalties Power Purchase Agreement Price Trends Strong Power Demand Growth in US Market Wind 73.73 Blended Diversified portfolio of operating, construction and development stage assets across key US 67.70 power regions held through a joint venture partnership (GBR) that includ
Slide 9: High-Purity Iron Ore
High-Purity Iron Ore Portfolio Well Positioned Altius well positioned to benefit from increasing demand for high- purity iron through its Labrador Trough based iron ore royalty interests Champion/Nippon/Sojitz Kami project (Altius 3% GSR royalty) DFS IOC Rail and permitting processes underway target
Slide 10: Arthur Royalty Investment
Arthur Royalty Investment Value Creation Crystallized – Continuing Growth Exposure Altius’s sold 2/3 of its original 1.5% NSR royalty Arthur royalty to Franco-Nevada for ~C$375 million vs, original US$300,000 investment Since closing of the sale to FNV a greater degree of certainty concerning the di
Slide 11: Project Generation Business Differentiator
Project Generation Business Differentiator Royalty Creation while Profiting from Exploration In-house technical team invests directly and indirectly in exploration to create junior equity positions and royalties. Profitably manages resulting junior equities portfolio. Creates long-term royalty optio
Slide 12: Balance Sheet Remains Strong Post LRC Transaction Announcement
Balance Sheet Remains Strong Post LRC Transaction Announcement Altius Liquidity Post Transaction 30 41 Altius Pro-Forma Share Structure 28 LRC 66 Acquisition2 Revolver1 188 Altius Shares - Current 46,285,577 28 Bridge Loan New Shares1 11,500,000 188 Altius Shares – Pro-Forma 57,785,577 Altius Shares
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