Zeotech Limited · ASX:ZEO
Zeotech — Noosa Mining Conference 2026
15 slides from Zeotech's conference presentation, Jul 22, 2026
Slide 1: AusPozz Project: Better Low-Carbon Concrete
For personal use only AusPozz Project Better Low-Carbon Concrete Noosa Mining Conference – 22 July 2026 ASX: ZEO www.zeotech.com.au 1
Slide 2: Disclaimer
Disclaimer These Presentation Materials are for information purposes only. They do not comprise a prospectus, product Cautionary Statement disclosure statement, or other offering document under Australian law (and will not be lodged with the Australian The PFS referred to in this presentation was un
Slide 3: Investment Proposition
Investment Strong Industry Near term Unique Resource Proposition Engagement1 Cashflow Large-Scale For personal use only Strategic Partnerships & Agreements Executed $200m Binding Offtake JORC >10mt of high-purity kaolin3 • Cement Australia Agreement² initial 5-year term with (Measured 4.0Mt, Indicat
Slide 4: Toondoon Kaolin Project
Toondoon Kaolin Project Australia’s highest-grade known raw ore kaolin resource held under an approved Mining Lease For personal use only • Approved Mining Lease c.20km south of Mundubbera, QLD, and a large tenement footprint covering 28,000ha • Company ownership of 682ha of freehold land • 10.9Mt J
Slide 5: Australia's largest DSO Kaolin offtake agreement
Australia’s largest DSO Kaolin offtake agreement¹ $200m Kaolin DSO offtake locks in stage one of AusPozz Project For personal use only Product Unit Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 DSO Kaolin Tonnes 160,000 160,000 160,000 160,000 160,000 DSO Cosmetic Kaolin Tonnes 10,000 20,000 30,000 40,000 50,000 • Bindi
Slide 6: What is AusPozz?
What is AusPozz ? High-Reactivity Metakaolin - Supplementary Cementitious Material (SCM) For personal use only Toondoon 700-750°C Low-Carbon High-Purity High Performance Kaolin Concrete AusPozz High Reactivity Metakaolin • Metakaolin is a Manufactured Pozzolan - the secret of 2000-year-old Roman con
Slide 7: AusPozz Performance & Productivity Advantage
AusPozz Performance & Productivity Advantage Significantly lower carbon footprint and multiple technical benefits¹ For personal use only • ≈ 80% reduction in embodied carbon vs cement • >50% strength gain (UCS)2 with less cement = lower cost 'Slab on Ground' 240kg TCC 45 • Eliminates concrete cancer
Slide 8: Market Opportunity
Market Opportunity Accelerating commercialisation through strategic industry collaboration⁵ For personal use only The Size of the Target Sector • Cement production – 8% of global CO2 emissions1 • Immediate addressable market – almost 30 Million m3/pa of concrete in Australia using over 10 Million to
Slide 9: AusPozz Preliminary Feasibility Study
AusPozz Preliminary Feasibility Study Strong business case validated by robust technical and financial characteristics For personal use only $406m NPV 42% IRR 300,000 tpa AusPozz from Train 1 The Project has delivered a robust Resilient after-tax Train 2 expansion would double capacity after-tax
Slide 10: Bundaberg Port – Strategically Compelling
Bundaberg Port – Strategically Compelling Bundaberg Port offers transport optionality, utilities, and future renewables access For personal use only • Deep water bulk minerals/materials port ideally positioned for domestic and international shipping • LOI signed with Gladstone Port Corporation (GPC)
Slide 11: Commercial Pathways
Commercial Pathways Immediate DSO kaolin cash flow and AusPozz low-carbon concrete and cement market potential For personal use only 2026 Medium-Term Medium/Longer-Term Direct Shipping Ore (DSO) sales Produce and sell AusPozz Produce and sell AusPozz to blend with of kaolin raw ore for low-carbon co
Slide 12: AusPozz Concrete Demonstration Pour Video
AusPozz Concrete Demonstration Pour Video For personal use only 12
Slide 13: What's Next
What’s Next For personal use only Estimated Rehabilitation Cost (ERC) application approved Operational Works Development Application approved Tender packages for key haul road infrastructure works completed, and preferred contractor selected. Long lead items under procurement. Production of ap
Slide 14: Corporate Overview
Corporate Overview $159m $10.73m $0.079 2.01Bn 5.5c-11.5c For personal use only Market Cash position1 Share price Shares on issue 52-week range capitalisation Board & Management Sylvia Tulloch Peter Zardo Shane Graham Rob Downey James Marsh Non-Executive Chair Managing Director Executive Director No
Slide 15: For Further Information
For Further Information For personal use only James Marsh Chief Executive Officer (+61) 7 3181 5523 james.marsh@zeotech.com.au Level 1, Brisbane Technology Park, 7 Clunies Ross Court, Eight Mile Plains, Queensland 4113, Australia www.zeotech.com.au