Renascor Resources Ltd · ASX:RNU
Renascor Resources — Technical Presentation (October 2026)
52 slides from Renascor Resources's technical presentation, Oct 27, 2026
Slide 1: Investor Webinar: BAM Project and Exploration Update
For personal use only 27 October 2026 Investor Webinar: BAM Project and Exploration Update Renascor Resources Limited (ASX: RNU) (“Renascor”) advises of its upcoming Investor Webinar to broadcast on Thursday, 5 November 2026 at 11:00am ACDT/ 11:30AM AEDT. The webinar will provide an update on Renasc
Slide 2: Australian-Produced PSG: Renascor's Graphite Solution for Secure Anode Supply
Australian-Produced PSG Renascor’s Graphite Solution for Secure Anode Supply rsonal use only Investor Presentation October 2026 David Christensen, Managing Director
Slide 3: Renascor's Solution for Secure Anode Supply
Renascor’s Solution for Secure Anode Supply The most practical pathway for OEMs and cell makers to secure and diversify anode supply is to pair Renascor’s Purified Spherical Graphite (PSG) from Australia with established, reliable anode manufacturers rsonal use only • China supplies ~99%1 of PSG use
Slide 4: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Renascor Resources Limited ABN 90 135 531 341 Forward-looking Statements and new information This Presentation may include statements that could be deemed "forward-looking" statements. Although Renascor Resources Limited (the "Company") believes the expectations e
Slide 5: Market
ersonal use only Market Powering,Cléan-Energy ®
Slide 6: Anode Demand Continues to Grow
Anode Demand Continues to Grow Electric vehicles and energy storage growth is driving rising demand for anodes for lithium-ion batteries rsonal use only Renascor Resources Ltd | ASX: RNU Source: Benchmark Minerals Intelligence 5
Slide 7: Anode Prices Have Fallen Despite Growing Demand
Anode Prices Have Fallen Despite Growing Demand Aggressive pricing is enabling Chinese anode producers to capture growing market share at the expense of non-Chinese competitors rsonal use only Anode Capacity Outside China Percentages indicate share of global capacity Renascor Resources Ltd | ASX: RN
Slide 8: Supply Security is Driving Demand for Alternatives to China
Supply Security is Driving Demand for Alternatives to China Chinese near monopoly control of graphite-anode supply chain is driving government policy and industrial response to accelerate the development of anode supply chains outside China rsonal use only Chinese supply chain dominance Country Stra
Slide 9: Ex-China Producers Are Building Natural Graphite Anode Supply Chains
Ex-China Producers Are Building Natural Graphite Anode Supply Chains Established producers are expanding natural graphite anode capacity outside of China, increasing the need for competitive PSG supply outside China rsonal use only Ex-China Production Capacity2 (including BTR Indonesia) Production C
Slide 10: Ex-China Anode Growth Requires Ex-China PSG
Ex-China Anode Growth Requires Ex-China PSG Expanding natural graphite anode production outside China creates demand for competitive, independent PSG supply rsonal use only 99% reliance on PSG supply from China Solution: Renascor PSG + established PSG anode producers The most practical pathway to se
Slide 11: Renascor's Battery Anode Material Project
Renascor’s Battery Anode Material Project rsonal use only
Slide 12: Secure Graphite Supply From Australia
Secure Graphite Supply From Australia Renascor’s Battery Anode Material project combines an upstream graphite mine and processing operation with a downstream rsonal use only manufacturing facility to produce Purified Spherical Graphite for the lithium-ion battery anode sector Renascor Resources Ltd
Slide 13: Siviour is Amongst the World's Largest Graphite Deposits
Siviour is Amongst the World’s Largest Graphite Deposits Renascor’s Siviour Graphite Deposit is the second largest Proven Reserve of graphite globally and the world’s largest reported graphite Reserve outside of Africa rsonal use only Global Graphite Proven Reserves1 Mineral Resource Estimate (Septe
Slide 14: Siviour is Amongst the World's Most Competitive Graphite Projects
Siviour is Amongst the World’s Most Competitive Graphite Projects Renascor’s upstream mining operation is one of the most capital efficient and competitive ex-China graphite developments rsonal use only Flake Graphite Ex China Graphite Developments Compared Cost Curve: 2030 (size (Incentive Price,ad
Slide 15: Siviour is Development-Ready
Siviour is Development-Ready The Siviour mining project has cleared major development milestones rsonal use only All major regulatory approvals in place for the mine and downstream PSG facility. Indigenous Land Use Agreement with Barngarla. Definitive Feasibility Studies completed. Acquired freehold
Slide 16: Adding Value to Siviour through PSG
Adding Value to Siviour through PSG Integration of downstream PSG production adds value and strengthens Renascor’s global competitiveness rsonal use only Market Access • PSG gives Renascor direct access to anode manufacturers and downstream battery participants; a high-quality, bankable customer bas
Slide 17: PSG Demonstration Facility: Now Operating
PSG Demonstration Facility: Now Operating Large-scale plant built to support customer engagement and validate HF-free process rsonal use only Graphite processing through the integrated purification flowsheet. Operating program focused on process performance, cost validation and production of battery
Slide 18: PSG Demonstration Facility: Battery-Grade Graphite Produced
PSG Demonstration Facility: Battery-Grade Graphite Produced Trials successfully achieve battery-grade PSG in batch trials rsonal use only 99.97% C PSG produced in batch trials using third-party graphite; exceeding battery industry purity requirement (99.95% C)1 Key validation of Renascor’s HF-free p
Slide 19: Low-Cost Purification Supports a Leading PSG Cost Position
Low-Cost Purification Supports a Leading PSG Cost Position Low-cost Siviour feedstock and HF-free processing underpin Renascor’s projected competitiveness rsonal use only Low-cost HF-free purification Competitive Total PSG Costs Reagent recycling and integrated water Low-cost Siviour feedstock and e
Slide 20: Strong Economics for Integrated PSG Project
Strong Economics for Integrated PSG Project Competitive cost position supports strong projected margins and cash generation rsonal use only Renascor Resources Ltd | ASX: RNU Source: Siviour BAM DFS Study, ASX release 8 August 2023 19
Slide 21: Advancing Offtake and Finance
Advancing Offtake and Finance Customer qualification and commercial terms are key to progressing towards FID rsonal use only Non-binding offtake commitments with leading ex- China anode makers POSCO and Mitsubishi Chemical and Japanese trading company Hanwa. • Commercial demand and supply security p
Slide 22: What's Next
What’s Next Turning our competitive advantage into commercial outcomes rsonal use only Demonstrate Produce battery-grade PSG for customer qualification and validate process performance and costs. Secure Offtake Progress pricing and commercial terms towards binding offtake agreements. Advance Financi
Slide 23: Our goal is to become a leading global PSG supplier
Our goal is to become one of, if not the largest, rsonal use only global suppliers of PSG to the lithium-ion battery sector
Slide 24: Appendices
ersonal use only Appendices Powering,Cléan-Energy ®
Slide 25: Appendix - Renascor Corporate Overview
Appendix 1 - Renascor Corporate Overview Share Price Chart (ASX code: RNU) rsonal use only 0.12 24 Shares on issue 2,546M 0.10 20 Share price (23 Oct 2026) A$0.042/sh Volume Closing Price Market Cap (at A$0.042/sh) A$107M 0.08 16 Cash (30 June 2026) A$94M Share Price (A$/share) Debt (30 June 2026) N
Slide 26: Appendix - Proven Reserves Peer Comparison Data
rsonal use only Appendix 2 - Proven Reserves Peer Comparison Data Renascor Resources Ltd | ASX: RNU * Denotes the name of the study at the time of the release. The Molo and Lindi Jumbo projects are now in the operations phas e, with all other projects being in pre-production phases. 25
Slide 27: Appendix - Government Policy Footnotes
Appendix 3 - Government Policy Footnotes USA: Manufacturing, Trade Measures and Supply Security • Defense Production Act of 1950, as amended, Title III. US Congress / US Department of War. rsonal use only • Office of the United States Trade Representative (USTR), Section 301 Tariffs on Imports from
Slide 28: Appendix - References
Appendix 4 - References Slide 2: Fastmarkets March 25, 2024 (China’s Jan-Feb graphite exports plunge amid export controls, Sybil Pan). rsonal use only Slide 5: Benchmark Minerals Intelligence, Anode Supply, Demand & Price Forecast – August 2026. Slide 6: Benchmark Minerals Intelligence Anode Supply,
Slide 29: Appendix - JORC Table
Appendix 5 – JORC Table 1 The table below summarises the assessment and reporting criteria relevant to the metallurgical results reported in this annou ncement, in accordance with Table 1 of The Australasian Code for the Reporting of Exploration Results, Mineral Resources and Ore Reserves (the JORC
Slide 30: Appendix - JORC Table
Appendix 5 – JORC Table 1 Criteria JORC Code explanation Commentary Subsampling techniques and If non-core, whether riffled, tube sampled, rotary split, etc. and whether sampled wet or dry. Information regarding the supplier's original sampling and sample preparation procedures is sample preparation
Slide 31: Appendix - JORC Table
Appendix 5 – JORC Table 1 Criteria JORC Code explanation Commentary Location of data points Accuracy and quality of surveys used to locate drillholes (collar and downhole surveys), Original deposit location and coordinates are not verified. Geographic drilling data are not trenches, mine workings an
Slide 32: Appendix - JORC Table
Appendix 5 – JORC Table 1 Section 2: Reporting of Exploration Results Criteria JORC Code explanation Commentary Mineral tenement and land Type, reference name/number, location and ownership including agreements or material Not applicable. The tested graphite was purchased as processed material and i
Slide 33: Appendix - JORC Table
Appendix 5 – JORC Table 1 Criteria JORC Code explanation Commentary Diagrams Appropriate maps and sections (with scales) and tabulations of intercepts should be included Geological maps and drill-hole sections are not applicable because no source-deposit exploration for any significant discovery bei
Slide 34: Renascor Resources Limited
Renascor Resources Limited Level 5, 149 Flinders Street Adelaide, South Australia 5000 Phone: + 61 8 8363 6989 rsonal use only Email: info@renascor.com.au Website: www.renascor.com.au ASX Code: RNU Proud members of: Renascor Resources Ltd | ASX: RNU 33
Slide 35: Copper and Uranium Exploration
Copper and Uranium Exploration rsonal use only Targeting near-term copper and uranium discoveries in South Australia Investor presentation | October 2026 | ASX: RNU
Slide 36: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Renascor Resources Limited ABN 90 135 531 341 Forward-looking Statements This Presentation may include statements that could be deemed "forward-looking" statements. Although Renascor Resources Limited (the "Company") believes the expectations expressed in such for
Slide 37: Investment highlights
Investment highlights Targeting near-term copper and uranium Renascor’s exploration portfolio discoveries in South Australia rsonal use only Two priority exploration programs at Marree Project area in South Australia Flat Hill Cu and Mulgaria U both near-term drilling prospects Identifying further e
Slide 38: Flat Hill: A District-Scale Copper Opportunity
Flat Hill: A District-Scale Copper Opportunity Renewed copper exploration Regional copper occurrences1 in the Adelaide Rift Complex rsonal use only Widespread historical copper occurrences across the Adelaide Rift Complex (red on map) Analysis of historical surface samples and drilling geochemistry
Slide 39: Flat Hill: A Refreshed Approach to Exploration
Flat Hill: A Refreshed Approach to Exploration Use of historical exploration results and new surveys to refine drill targets rsonal use only Exploration Data Renascor Work Program Historical • Digitisation and database compilation of ~26k geochemistry: surface data points, ~200 drillholes surface an
Slide 40: Flat Hill: Defining priority targets
Flat Hill: Defining priority targets Historical drilling1 provides a basis for the next exploration programme rsonal use only Boorloo • 134 m at 0.57% Cu from 26 m including 28 m at 1.11% Cu Breaden Hill • 18 m at 1.57% Cu from surface including 6 m at 2.5% Cu Priority Assessment: Renascor Resources
Slide 41: Flat Hill: Northern Targets
Flat Hill: Northern Targets Inset 1 - VTEM (late-time SFz45)1 Drill priority targets identified from geophysics, geology and rsonal use only historical drilling • Geological interpretation supported by historical prospect mapping, drilling and VTEM to provide improved drill targeting • VTEM supports
Slide 42: Flat Hill: Southern Targets
Flat Hill: Southern Targets Inset 2 - VTEM (late-time SFz45)1 Assessing the West Willouran and Mayflower target rsonal use only • VTEM responses define new target areas near West Willouran and Mayflower • Mapped copper occurrences provide context for follow-up exploration Next Step: → Drill planning
Slide 43: Flat Hill: Preparing for Drilling
Flat Hill: Preparing for Drilling Historical data review and new geophysics provide the basis for drill programme design rsonal use only Activity Position in the programme ✓ Historical data review Completed ✓ New data capture - VTEM and Completed hyperspectral survey ✓ Native Title Mining Agreement
Slide 44: Mulgaria: Uranium Exploration Opportunity
Mulgaria: Uranium Exploration Opportunity A near-surface target identified by modern geophysics rsonal use only Regional uranium radiometric context1 • SA Department for Energy and Mining completed the Gawler Craton Airborne Survey (GCAS) in 2019, the world’s largest high- resolution airborne geophy
Slide 45: Mulgaria: A Focused Radiometrics-defined Target
Mulgaria: A Focused Radiometrics-defined Target The GCAS survey identifies a Mulgaria: U radiometrics- defined drill targets discrete area for follow up rsonal use only A distinct uranium radiometrics response at Mulgaria provides a clear focus for exploration Renascor is ready to progress to drill
Slide 46: Mulgaria: Testing the Geological Model
Mulgaria: Testing the Geological Model Mulgaria and Kintyre U radiometrics2 The first programme will test the source of the rsonal use only radiomentrics response Drilling will: • interpret the geological source and controls behind the Mulgaria anomaly • determine extent of uranium mineralisation be
Slide 47: Mulgaria: Preparing for initial Drilling
Mulgaria: Preparing for initial Drilling A programme to test the near-surface geological model rsonal use only Activity Status / proposed next step ✓ Exploration rights Farm-in agreement in place ✓ Native Title Mining Agreement executed Agreement (NTMA) ✓ Programme design Drill locations defined, to
Slide 48: Exploration Pipeline
Exploration Pipeline Further opportunities across Renascor’s South Australian portfolio rsonal use only Renascor’s exploration portfolio Area Opportunity Proposed next step Olary Expanded tenement Review historical position near White data and rank Dam follow-up opportunities Arno Project generation
Slide 49: Investment summary
Investment summary Near-term exploration opportunities at two priority targets in South Australia rsonal use only Flat Hill Copper Low-cost entry points for major Historical copper mineralisation and discoveries through drilling new geophysical targets support a renewed exploration programme Mulgari
Slide 50: Appendix
Renascor Resources Ltd | ASX: RNU rsonal use only Appendix 16
Slide 51: Appendix: Renascor Corporate Overview
Appendix: Renascor Corporate Overview Share Price Chart (ASX code: RNU) rsonal use only 0.12 24 Shares on issue 2,546M 0.10 20 Share price (23 Oct 2026) A$0.042/sh Volume Closing Price Market Cap (at A$0.042/sh) A$107M 0.08 16 Cash (30 June 2026) A$94M Share Price (A$/share) Debt (30 June 2026) Nil
Slide 52: Renascor Resources Limited
Renascor Resources Limited Level 5, 149 Flinders Street Adelaide, South Australia 5000 Phone: + 61 8 8363 6989 rsonal use only Email: info@renascor.com.au Website: www.renascor.com.au ASX Code: RNU Proud members of: Renascor Resources Ltd | ASX: RNU 18
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