Slide 1: 4Q26 Results Presentation
4Q26 Results Presentation IGO Limited IGO Limited | 28 July 2026 Page 1
Slide 2: Results summary
Results summary Strong finish to FY26 for Nova and Greenbushes; cash continuing to build Safety Nova Greenbushes Kwinana Financial Sustained improvement in Outstanding finish to FY26, Finished FY26 at top end of Lithium hydroxide production 4Q26 sales revenue up 18% key safety metrics ahead of LOM p
Slide 3: Safety
Safety Sustained improvements in safety performance over the last 12 months FY26 TRIFR Performance 20 Sustained effort and more visible safety leadership over the year have delivered transformational safety improvements 16.9 15 12.5 12-month TRIFR reduced to 3.7, down 24% in the quarter and 63% over
Slide 4: Nova
Nova Excellent operational performance in FY26; upgraded LOM guidance Units 4Q26 3Q26 % change FY26 FY26 production exceeded LOM guidance; costs below guidance Nickel production t 3,882 4,202 ▼8% 15,304 QoQ production eased due to a planned shutdown with unit cash costs Nickel sales t 3,372 3,399 ▼1
Slide 5: Greenbushes
Greenbushes Strong finish to FY26 with improved production and pricing 100% basis % Production up 10% to 387kt with an 80% EBITDA margin for the quarter Units 4Q26 3Q26 FY26 (IGO holds 24.99%) change CGP3 contributed 71kt and was ramping well ahead of plan until the June Spodumene production kt 387
Slide 6: Lithium downstream
Lithium downstream Planned shutdown significantly impacted quarterly performance Production of 897t (15% of nameplate capacity) impacted by a major 100% basis Units 4Q26 3Q26 % change FY26 planned shutdown to install calciner off gas treatment system (IGO holds 49%) Lithium hydroxide t 897 3,047 ▼71
Slide 7: Financial results
Financial results1 Solid financial results with cash building to $387M Revenue 18% higher QoQ due to higher copper sales and prices Units 4Q26 3Q26 % change FY26 Nova EBITDA negatively impacted by $31M of year end adjustments Sales revenue A$M 141 120 ▲18% 449 including increased rehabilitation prov
Slide 8: Growth
Growth Disciplined ambition to build a globally relevant copper and lithium business aligned to the energy transition Exploration BioHeapTM Disciplined M&A Portfolio Optimisation Targeting high quality copper Advancing technical and Highly selective and Shaping a simpler, more and lithium op
Slide 9: Summary
Summary OPERATIONS GROWTH Nova finished FY26 ahead of Strong pipeline of growth production and below cost opportunities through guidance exploration, BioHeapTM and commercial/partnerships Divestment to Global Lithium SAFETY Transformational safety GREENBUSHES performance Stronger Greenbushes quarter
Slide 10: Contact
Contact Investors & Media Richard Glass Head of Strategy and 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 Page 10
Slide 11: Appendix: Guidance Summary
Appendix Guidance Summary Unit FY27 Guidance Greenbushes Spodumene production kt 1,550 – 1,750 Cash cost (production) A$/t 380 – 440 Development, sustaining, improvement & deferred waste capex A$M 250 – 300 Kwinana refinery Lithium hydroxide production t 9,000 – 11,000 Conversion cost (production) A
Slide 12: 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 13: 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