Igo Limited · ASX:IGO
Igo — BMO Global Metals, Mining and Critical Minerals Conference 2026
16 slides from Igo's conference presentation, Feb 24, 2026
Slide 1: IGO Limited
IGO Limited BMO Global Metals, Mining and Critical Minerals Conference IGO Limited | 24 February 2026
Slide 2: IGO’s value proposition
IGO’s value proposition Clear growth pathway underpinned by world-class strategic asset Mining and metallurgical Strong balance sheet, processing expertise in ~$A300M cash, nickel, copper, lithium and prudent capital cobalt management Battery commodities 24.99% stake in world-class growth that lever
Slide 3: Near-term critical focus areas
Near-term critical focus areas Business priorities today to sustain and grow value in future Unlocking full value at Greenbushes lithium operation Progressing exploration targets aligned Life of mine optimisation of world class lithium asset. to strategy Initial opportunities identified with work on
Slide 4: Clear growth pathway
Clear growth pathway Discover, develop and deliver battery materials Our strategy Delivery approach The opportunity Discover, develop and deliver Strategic & technical partnerships A strong, multi-asset, multi- the battery minerals critical for jurisdiction business … the global energy transition Ca
Slide 5: Why battery minerals
Why battery minerals Attractive markets, diversified cash flows, competitive advantage Strong demand fundamentals linked to Provides diversified cash flow exposure Utilising IGO’s competitive advantages global electrification and GDP growth Copper demand (mt) Commodity prices (index 2010=100) 40 ▲40
Slide 6: The global race for copper
The global race for copper Challenges to meet growing demand from global electrification, AI, Defense, and other industrial activity Major copper discoveries declining despite increased exploration spend Copper supply needs to grow by Exploration Discoveries (#) spend (US$M) >500kt each year to meet
Slide 7: IGO’s copper pathway
IGO’s copper pathway Applying new approaches and innovation to help overcome critical industry challenges 1. Breakthrough technical and operational solutions 2. Innovation and technical capability to unlock a key needed for: segment in industry • Increasing prevalence of lower grade resource • Stage
Slide 8: Greenbushes lithium operation
Greenbushes lithium operation Lowest cost hard-rock lithium mine globally 61% EBITDA margin Long life asset - Optimisation unlocking (1H26) 25+ years further value Page 8
Slide 9: Greenbushes cash generation potential
Greenbushes cash generation potential Strong margins through the cycle, significant cash generation upside Annual Greenbushes cash margin at various spodumene prices and sales volumes1 • Few lithium assets globally Margin deliver cash conversion upside potential through the cycle Cash margin 3. Lowe
Slide 10: Greenbushes optimisation
Greenbushes optimisation Detailed program of work to deliver full value potential of the asset Phase 1: Understand the upside Phase 2: Develop pathway to deliver full value Mine design Equipment and Operational Plant reliability Strategic options review design management Preliminary modelling Block
Slide 11: Greenbushes optimisation initial results
Greenbushes optimisation initial results Updated pit design and underground resource show initial value uplift potential Greenbushes 2025 Mineral Resource Estimate (long section)1 More practical pit design with open pit wall steepening • Mine does not encroach on surface infrastructure • 30% lower s
Slide 12: Greenbushes Chemical Grade Plant 3
Greenbushes Chemical Grade Plant 3 CGP3 completed December 2025 and ramp up underway CGP3 plant area Page 12
Slide 13: IGO’s value proposition
IGO’s value proposition Clear growth pathway underpinned by world-class strategic asset Mining and metallurgical Strong balance sheet, processing expertise in ~$A300M cash, nickel, copper, lithium and prudent capital cobalt management Battery commodities 24.99% stake in world-class growth that lever
Slide 14: Contact
Contact Investors & Media Philippa Browning Senior Advisor External Affairs & Investor Relations T:+61 8 9238 8300 E: investor.relations@igo.com.au Authorised for release to the ASX by Managing Director and CEO, Ivan Vella
Slide 15: Cautionary Statements & Disclaimer
Cautionary Statements & Disclaimer • This presentation has been prepared by IGO Limited (“IGO”) (ABN Competent Persons' Statements included in periodic and• Lithium cash costs (production) are reporting inclusive of mining, 46 092 786 304). It should not be considered as an offer or continuous discl
Slide 16: Making a Difference
Making a We believe in a world where people power makes How? Developments in battery storage technology amazing things happen. are enabling the full potential of renewable energy to be realised, by allowing energy produced from the Where technology opens up new horizons and clean sun, wind and other
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