Calix Ltd. · ASX:CXL
Calix — ASX SMIDcaps Conference 2026
17 slides from Calix's conference presentation, Mar 25, 2026
Slide 1: ASX Announcement: Calix Presentation – ASX SMIDcaps Conference
ASX Announcement 25 March 2026 Calix Presentation – ASX SMIDcaps Conference March 2026 Sydney, Australia | 25 March 2026 – Australian environmental technology company, Calix Limited (ASX: CXL) (“Calix”) is pleased to share a copy of its presentation to the ASX SMIDcaps Conference, Sydney, 25 March 2
Slide 2: Calix Limited: Solving global challenges in industrial electrification and decarbonisation
For personal use only Calix Limited Solving global challenges in industrial electrification and decarbonisation Dr Phil Hodgson Managing Director & Chief Executive Officer ASX SMIDcaps Conference 25 March 2026 calix.global MARS IS FOR ASX:CXL QUITTERS
Slide 3: Important Disclaimer
Important Disclaimer This presentation has been prepared by Calix Limited (ABN 36 117 372 540) (“Company”). only as of the date of this presentation. Subject to any continuing obligations under applicable law, the Company SUMMARY INFORMATION disclaims any obligation or undertaking to provide any upd
Slide 4: Calix's platform technology
Calix’s platform technology A new way to “heat stuff up”… Fine particles Gas Output For personal use only for processing What makes our technology different? Hot tube radiates Energy Flexibility heat into • Flexible heating enables renewables Externally integration and grid balancing raw heated usin
Slide 5: Calix Applications & Group Structure
Calix Applications & Group Structure One platform technology with multiple applications for global industries For personal use only Carbon Dioxide Application Water Treatment Iron & Steel Alumina Lithium Cement & Lime Removal Business / Subsidiary Targeting Market Size ~US$100m6 US$640 Bpa5 US$45.5
Slide 6: Magnesia | Application – Water Treatment
MAGNESIA | Application – Water Treatment Production and sales of magnesium hydroxide for water treatment Scope Scope Our targeted benefits For personal use only Cost-effective caustic soda replacement USA locations Safe & non-toxic, non-hazardous & non- Ripon, Wisconsin corrosive Muscatine & Sioux C
Slide 7: Sustainable Processing | Application – Iron & Steel
SUSTAINABLE PROCESSING | Application – Iron & Steel Licensing of our technology for low emissions iron Partners Our targeted technology benefits For personal use only Minimum hydrogen use Flexible operations & energy use Compatible with fines & lower-grade ores No pelletisation No fossil fuel requir
Slide 8: Sustainable Processing | Application – Alumina
SUSTAINABLE PROCESSING | Application – Alumina Licensing of our technology for low emissions alumina Partners Our targeted technology benefits For personal use only 1 Electric calcination replaces emissions intensive combustion of fossil fuels Renewable energy sources and grid load balancing applica
Slide 9: Sustainable Processing | Application – Lithium and Critical Minerals
SUSTAINABLE PROCESSING | Application – Lithium and Critical Minerals Licensing of our technology for low emissions lithium phosphate salts at the mine site Partner PLS & Calix targeted technology benefits For personal use only Mid-Stream Demonstration Concentrated lithium product at the Plant with P
Slide 10: Leilac | Application – Cement & Lime
LEILAC | Application – Cement & Lime Licensing of our technology for low emissions lime & cement, and CO2 capture Partners1 and Customers Our targeted technology benefits For personal use only Low-cost capture of CO2 emissions Hybrid electric-fuel technology to enable grid load-balancing, lower ener
Slide 11: Summary & Outlook
Summary & Outlook FINANCIAL HIGHLIGHTS 1H FY26 Revenues increased Focused business delivery • • For personal use only Magnesia revenue up 48% 30% Opex reduction • Gross profit up 37% • Minimal cash Capex COMMERCIALISATION MILESTONES ACHIEVED Magnesia Sustainable Processing Leilac • Up to $10m p.a. c
Slide 12: About Calix
Electrification of industrial processing SOLVING GLOBAL Capture of unavoidable emissions About Calix CHALLENGES Sustainable environmental solutions For personal use only Calix Limited is a technology company solving global challenges in industrial electrification and decarbonisation. ~100 29 12% Cal
Slide 13: Q&A
For personal use only Q&A Investor Relations investorrelations@calix.global Because there is only one earth Mars is for quitters
Slide 14: Appendices
UPDATE IMAGE? For personal use only Appendices 13 13 13
Slide 15: Calix Technology proven at pilot and demonstration scale
Calix Technology proven at pilot and demonstration scale Our pilot and demonstration plant builds to date… For personal use only CFC15000 Leilac-1 BatMn Reactor Thor’s Hammer Lithium Mid-Stream Bacchus March, VIC, AUS Lixhe, Belgium Bacchus Marsh, VIC, AUS Bacchus Marsh, VIC, AUS Demonstration Plant
Slide 16: Towards Commercial Demonstration
Towards Commercial Demonstration Several projects underway across multiple industries Iron & Steel Lime Cement For personal use only Zesty Green Iron Project ZETA Leilac-2 Demonstration Plant (Leilac technology) Heidelberg Materials Location – South Australia Ennigerloh, Germany Partnership with Rio
Slide 17: Commercialisation milestones achieved 1H FY26
Commercialisation milestones achieved 1H FY26 Magnesia Iron & Steel Alumina Lithium Leilac For personal use only • Strong revenue and • Partnership • Completed • Pre-FEED • Rio Tinto non- margin growth established with construction of completed for exclusive JDA for over $35m cash & in Norsk Hydro M