Elevra Lithium Limited · ASX:ELV
Elevra Lithium — Investor Presentation (June 2026)
13 slides from Elevra Lithium's investor presentation, June 2026
Slide 1: Elevra Lithium
Elevra Lithium Providing a Secure and Reliable Supply of Lithium in North America JUNE 2026 ASX:ELV • NASDAQ:ELVR
Slide 2: Introducing Elevra Lithium
Introducing Elevra Lithium Investment Highlights: ASX: ELV | NASDAQ: ELVR North America’s Leading Hard-Rock Lithium Producer #1 North American hard rock pure-play lithium producer Scale Combined lithium Ore Reserve Estimate of 106Mt @ 1.15% Li2O and M&I&I Mineral Resource estimate totalling 229Mt @
Slide 3: The Elevra Strategy
The Elevra Strategy Disciplined delivery remains central to our strategy 01 02 03 Optimise Existing Operations Develop Assets Following Integrate into the Supply Chain Expanded Resource Base Via Strategic Partnerships Focused on optimising production sustainably Deliver portfolio potential through t
Slide 4: NAL Operational Performance
NAL Operational Performance Operational focus on ore quality translated to improved recoveries and production Improved operational NAL Global Recovery and NAL Concentrate Production and Unit discipline and cash Mill Utilisation1 Operating Costs Sold (FOB)1 generation 100% 90,000 1,008 1100 94% 996 9
Slide 5: NAL Expansion Transforms Elevra into a Larger, Lower Cost Producer
NAL Expansion Transforms Elevra into a Larger, Lower Cost Producer Expanded output and lower unit costs create a pathway to improved cash flow generation Average Annual NAL Production Capacity Long-term value creation Strengthens NAL’s position as a Average LOM SC5.41, kdmt Increased cornerstone ass
Slide 6: Accelerated NAL Brownfield Expansion Plan and Key Next Steps
Accelerated NAL Brownfield Expansion Plan and Key Next Steps Clear pathway to fast-track additional production with lower unit operating costs1 Debottlenecking steps Capital cost2 Uplift3 Capacity3 • Debottleneck existing circuits through targeted upgrades to crushing, Stage 1 grinding, flotation an
Slide 7: Growth Projects
Growth Projects A unique North American investment opportunity with a cornerstone operating asset and strategic growth projects NAL Expansion Moblan Carolina (100%) (60%) (100%) Leading North American open pit mining High-grade, long-life project located close to Fully-integrated, strategically loca
Slide 8: Moblan
Moblan Fully funded and clearly defined pathway to FID; MRE growth creates opportunity to evaluate increased annual production FID development pathway1 Moblan Mineral Resources2 Mt • Progress baseline environmental studies +71% 121.0 13.3 • Progress permitting activities 70.9 • Hydrogeological and g
Slide 9: Uplift in Demand with Strong Outlook into 2030
Uplift in Demand with Strong Outlook into 2030 Elevra is positioned to take advantage of forecast demand growth through its unique portfolio of development projects Global Lithium Demand North American Lithium Market Balance Mt LCE Mt LCE 4.0 0.4 3.46 3.5 + 1.5Mt, +74% 0.3 3.10 3.0 2.75 0.2 2.5 2.37
Slide 10: Appendix
Appendix
Slide 11: Important Information and Disclaimer
Important Information and Disclaimer Important Information and Disclaimer The distribution of this presentation in other jurisdictions Forward Looking Statements Statements in this presentation are made only as of the date outside of Australia may also be restricted by law and This presentation may
Slide 12: Important Information and Disclaimer
Important Information and Disclaimer Cautionary Note to United States Investors Mineral Reserves and Resources of the Carolina Lithium Project Concerning Estimates of Measured, Indicated and Inferred Mineral Resources Mineral reserve and mineral resource information contained in this presentation fo
Slide 13: ELEVRA
ELEVRA