Titan Mining Corp. · TSX:TI
Titan Mining — Q2 2026 Earnings Presentation
13 slides from Titan Mining's earnings presentation, Aug 12, 2026
Slide 1: Second Quarter 2026 Corporate Update
BUILT FOR GROWTH | Second Quarter 2026 Corporate Update Building America’s Next Critical Minerals Champion August 12, 2026 | NYSE-A: TII TSX: TI
Slide 2: Forward Looking Information
FORWARD LOOKING INFORMATION Forward-looking information includes, among other things, statements relating to: estimated future payable production of zinc, costs, AISC, sustaining capital, exploration capital, and margins; all guidance; future financial or operating performance and condition of Titan
Slide 3: Participants On The Call
Participants On The Call Rita Adiani President & CEO Rick Pozzebon Chief Financial Officer Joel Rheault Vice President, Operations 3 Empire State Mine Processing Facility
Slide 4: Q2 2026 Key Highlights
Q2 2026 Key Highlights Strong Operational Performance and Advancing the U.S. Critical Minerals Platform OPERATING AND FINANCIAL 17.5M lbs $25.7M $9.6M $0.88 /lb $29.1M Payable zinc production Revenue Adjusted EBITDA⁽¹⁾ C1 cash cost⁽¹⁾ Available liquidity +13% YoY, ahead of plan +57% YoY Record quart
Slide 5: Graphite Commercialization
Graphite Commercialization First customer agreements signed for Kilbourne graphite REFRACTORY | CONDITIONAL SUPPLY AGREEMENT AEROSPACE & DEFENSE | LETTER OF INTENT RHI Magnesita U.S. Manufacturer • Global leader in refractory products • Serves the aerospace, defense and advanced industrial sectors •
Slide 6: Unlocking a Critical Mineral from Existing Operations
Unlocking a Critical Mineral from Existing Operations District-wide Germanium Enrichment Confirmed: Leveraging Existing Tailings And Current Zinc Operations For Potential Incremental Value 2026 PROGRESS ✓ ✓ District-wide characterization confirmed Cooperation agreement signed with Teck(1) Prioritiza
Slide 7: Empire State Mine – Zinc Operations
Empire State Mine – ZINC PAYABLE PRODUCTION (MLBS) Zinc Operations Consistent Zinc Performance Supporting Sustained Cash Flow and Growth 64 62-66 2026 62-66 mlbs GUIDANCE Zn Payable Production FY 2025A FY 2026E $0.93-$1.01 ▪ Q2'26 production of 17.5M lbs payable zinc delivered ahead C1 Cash Cost1 pe
Slide 8: Kilbourne Graphite Project
Kilbourne Graphite Project Advancing a Domestic U.S. Graphite Supply Chain — Feasibility Study On Schedule, Construction Decision Targeted Early 2027(1) FEASIBILITY STUDY DEMONSTRATION FACILITY PERMITTING AND SITE Fully funded 40ktpa study Throughput and concentrate Permitting advancing remains on s
Slide 9: Exploration and Resource Advancement
Exploration and Resource Advancement UNDERGROUND DRILLING Mud Pond Main Lower Mahler 9,100 ft across 18 holes supports 550 - 600 Kt 650 - 700 Kt 16 - 20 % Zn near-mine resource expansion 9 - 13 % Zn New Fold Mud Pond, Lower Mahler and New Fold; Little 250 - 300 Kt York and Bend targets tested Little
Slide 10: Financial Highlights
Financial Highlights Q2 2026 17.2 mlbs $1.57/lb $0.96/lb Payable zinc sold Average provisional zinc price AISC⁽¹⁾ +7% YoY +31% YoY Below guidance $25.7m $9.6m $12.8m Revenue Adjusted EBITDA⁽¹⁾ Net debt⁽¹⁾ +57% YoY +272% YoY 47% YoY improvement 16.0 mlbs $1.20 /lb $0.90 /lb $16.3m $2.6m $24.2m Q2 202
Slide 11: Growth and Value Creation in Critical Minerals
Growth and Value Creation in Critical Minerals Executing on a Scalable U.S. Critical Minerals Platform THE BASE THE GROWTH THE OPTION Strong Operational Advancing Graphite Germanium Foundation Platform Optionality MultipleTo Multiple Near-term Catalysts near-term Unlockcatalysts Significant Valuatio
Slide 12: Scientific and Technical Information
SCIENTIFIC AND TECHNICAL INFORMATION The scientific and technical information contained in this presentation related to zinc and graphite was based upon the technical report titled "Empire State Mines 2025 NI 43-101 Technical Report, Gouverneur, New York, USA" which has an effective date of December
Slide 13: NYSE-A:TII
NYSE-A:TII | BUILT FOR GROWTH TSX: TI NEW YORK 408 Sylvia Lake Rd Gouverneur, New York NY 13642 info@titanminingcorp.com 315-287-2500 VISIT US AT TITANMININGCORP.COM