Livium Ltd. · ASX:LIT
Livium — ASX SMIDcaps Conference 2026
29 slides from Livium's conference presentation, Mar 25, 2026
Slide 1: ASX Release: Corporate Presentation
ASX RELEASE ASX: LIT Livium Ltd | ACN: 126 129 413 25 MARCH 2026 Corporate Presentation Engage with this announcement at: InvestorHub Livium Ltd (ASX: LIT) (“Livium” or the “Company”) advises that it has released an updated Corporate Presentation. CEO and Managing Director Simon Linge will be presen
Slide 2: Energising a better world
For personal use only ASX : LIT Energising a better world Investor Presentation March 2026 Livium Ltd securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOC)
Slide 3: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in
Slide 4: About Livium
About Livium Livium is building Australia’s platform for circular Key Statistics material recovery — unlocking critical A$6.9m 667T 1.6% materials from batteries and clean-energy FY25 Revenue FY25 Large LIBs1 Shareholding by staff, For personal use only infrastructure. (+3% on FY24) (+30% on FY24) e
Slide 5: Board and Management
Board and Management Proven and experienced leadership Livium Board of Directors Livium Senior Leadership For personal use only Simon Linge Phillip Campbell Kristie Young Phil Thick Stuart Tarrant Steven Marshall Managing Director and CEO Non-Executive Chairman Non-Executive Director Non-Executive D
Slide 6: Corporate Snapshot
Corporate Snapshot Improved balance sheet 6 month share price performance Financial information For personal use only Volume (m) Share price (A$) Share price (1-Mar-26) A$0.011 40 0.016 Shares on issue 2,064m Market capitalisation (1-Mar-26) A$24.7M 35 0.015 Cash (31-Dec-25) A$5.7m 30 0.014 Sharehol
Slide 7: Battery Recycling Vertical
For personal use only Battery Recycling Vertical
Slide 8: Lithium-ion Battery Opportunity
Lithium-ion Battery Opportunity EV / ESS dominate long-term EOL1 battery volume growth with EVS positioned to continue to lead market Australian EOL Battery Projections by Market Segment2,3 What drives batteries towards Livium? For personal use only Initial focus working with customer base of Reside
Slide 9: Australian near term volume growth potential
Australian near term volume growth potential Volume growth accelerated through regulatory reform – 12x potential The Addressable Battery Market: Volume Outlook1,2 Livium Growth Drivers: Industry and regulation1,2,5,6 For personal use only Current estimated annual By 2030 estimated annual ▪ According
Slide 10: Maturing Industry & Regulation
Maturing Industry & Regulation “Battery recycling is moving from a fragmented CURRENT AU FRAMEWORK market to a regulated global industry with clear For personal use only frameworks to govern lifecycle management.” Australia B-Cycle Scheme 1.0 Steven Marshall, Chief Operating Officer, Livium Australi
Slide 11: Envirostream: Core capabilities
Envirostream: Core capabilities Battery Recycling - Proven collection and pre-processing capability Currently exported as a Black Our Current Activities commodity product. For personal use only Mass Primarily into South Access to waste supply is our key advantage Korea, though also broader Asia. Fut
Slide 12: Recycling expansion to match capacity with demand
Recycling expansion to match capacity with demand Livium’s new Derr Recycling Hub consolidates three sites into a single purpose-built facility Positioned to capture significant industry growth For personal use only as EV and ESS reach end-of-life and volumes accelerate through1. ▪ ~60% larger facil
Slide 13: Other Recycling Verticals
For personal use only Other Recycling Verticals
Slide 14: Expanding our recycling capabilities
Expanding our recycling capabilities Leveraging our core strengths and customer relationships to expand into adjacent waste streams Won Kwang S&T1: Iondrive2: University of Melbourne (UoM)3: For personal use only Photovoltaic (PV) recycling Black mass, PV, REE processing REE extraction technology US
Slide 15: EVS adjacency: Solar (PV) recycling
EVS adjacency: Solar (PV) recycling What collaboration brings PV Cell High Value: High purity to Livium and its Partners silicon and Current Activities Future Activities silver. For personal use only ▪ Access to a Global Market: Estimated at Aluminium US$2.67Bn1 Low Value: Glass Local ▪ Rising Local
Slide 16: EVS adjacency: REE processing
EVS adjacency: REE processing Processed locally or traded internationally What collaboration brings to Livium and its Partners Future Activities Current Activities Recovered For personal use only REEs ▪ Access to a Global Market: Estimated at US$7.3Bn1 ▪ Geopolitical Advantage: Currently China proce
Slide 17: Other Verticals
For personal use only Other Verticals
Slide 18: Non-Recycling Verticals
Non-Recycling Verticals Lithium Chemicals: LieNA® Battery Materials: VSPC • Driving greater profitability for miners using a unique • Decreasing supply chain risks with localised production of For personal use only method of processing LFP/LMFP • Improves sustainability by using less wastage as fine
Slide 19: Key upcoming recycling activities in CY26
Key upcoming recycling activities in CY26 Planned activities seek to unlock value Activity Target For personal use only Complete consolidation of all Victorian sites into new Derrimut Recycling Hub Q4 2026 Progress national expansion strategy via a hub-and-spoke model; identify next key region Q4 20
Slide 20: Thank You
Thank You Unit 1, 79–83 High Street, For personal use only Kew, VIC 3101 www.liviumcorp.com
Slide 21: Appendices
For personal use only Appendices
Slide 22: Why is Livium pursuing recycling adjacencies?
Why is Livium pursuing recycling adjacencies? Envirostream is ready to expand its services to meet its customer needs We have a right to play We can expand our position For personal use only Meet customer needs Technology enhancement Current customer base needs a solution for these waste This strate
Slide 23: PV Recycling – a US$2.67Bn Global Opportunity
PV Recycling – a US$2.67Bn Global Opportunity1 Why now? Significant national deployment coupled with regulatory drivers result in a need to PV waste solutions today Estimated Annual PV Waste (tonnes)2 Economic drivers2 For personal use only Addressing Rising Waste Volumes 100,000 Over 90kTpa of EOL
Slide 24: REE US$7.3B Global Market
REE US$7.3B Global Market1 ▪ Rare Earth Elements (REE) are becoming a key component in geopolitical trade discussions.. ▪ Currently China processes ~90% of the world's For personal use only rare earth supply2. ▪ Chinese custom officials are scrutinising and restricting orders from overseas customers
Slide 25: Black Mass Processing Opportunity
Black Mass Processing Opportunity Off-take agreement for at least 60% of MMD production provides baseline1 Current state Future potential For personal use only ▪ Livium collects, dismantles and processes lithium-ion Huge addressable market batteries (collectively Pre-Processing) ▪ Global black mass
Slide 26: Strategy Execution: Won Kwang S&T
Strategy Execution: Won Kwang S&T Leveraging Livium’s supply chains to capture a fast-growing segment of the clean energy waste sector For personal use only Partnership with Won Kwang S&T for end-of-life (EOL) PV recycling Phase 1 Export PVs Proven Won Kwang is a leader in solar energy and resource-
Slide 27: Strategy Execution: Iondrive
Strategy Execution: Iondrive Binding Term Sheet advances clean energy waste processing including solar, black mass, and REE Partnership Activities Commercialisation Pathway For personal use only Technology Assessment ❑ Livium to provide Samples to Iondrive Livium provides Samples to Iondrive to enab
Slide 28: REE Strategy Execution: University of Melbourne
REE Strategy Execution: University of Melbourne IP License and Research Project Agreement target the use of microwave technology in REE extraction UoM to build prototype microwave-assisted For personal use only leaching system for the recovery of REE Livium has executed an exclusive global license t
Slide 29: Technology Comparison and Commercial Pathway
Technology Comparison1 Commercial Pathway HOT BLOCK & REFLUX (Conduction) UoM to prepare a report for the small scale-up Stage 1 For personal use only test results and secure AEA Ignite grant for (TRL2-3) Stage 2. convection current UoM to oversee design and build of a Prototype ~85% reduction Stage