Vrx Silica Ltd. · ASX:VRX
Vrx Silica — Shareholder Meeting (November 2025)
27 slides from Vrx Silica's shareholder meeting presentation, Nov 20, 2025
Slide 1: Silica Sand: Essential to World Growth
VRX SILICA For personal use only Silica Sand Essential to World Growth 2025 Annual General Meeting ASX:VRX
Slide 2: Important Information Disclaimer
Important Information Disclaimer This document has been prepared by VRX Silica Limited. The information contained in this document is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. For personal use only The in
Slide 3: Silica Sand
Silica Sand ❑ Silica sand is the second most consumed material on Earth after water. For personal use only ❑ Global demand for silica sand is approximately 50 billion tonnes per annum. ❑ The global silica sand market is predicted to grow from US$25.4b in 2024 to US$38.3b in 2033, with CAGR of 4.7%.
Slide 4: The world is facing a global sand supply crisis
The world is facing a global sand supply crisis ❑ Surging demand with rapid growth in solar panels, semiconductors, construction, and glass manufacturing is driving unprecedented consumption of high-purity silica sand. For personal use only ❑ Asia, one of the largest markets for silica sand has limi
Slide 5: World Class Silica Sand Projects
World Class Silica Sand Projects Project development pipeline to ensure disciplined, staged development of world-class assets ❑ Five very large scale, high grade and low impurity silica sand For personal use only projects each project capable of independent operation to supply processed material to
Slide 6: WA Leading Silica Sand Projects
WA Leading Silica Sand Projects Arrowsmith North (100% owned) • High-grade with exceptional financial metrics For personal use only • Close proximity to port and rail infrastructure • Foundry and glass making products • Potential +100 year mine life: - JORC Proved and Probable Reserve of - 221Mt @ 9
Slide 7: Market Outlook - Foundry Sand
Market Outlook - Foundry Sand VRX Target Market - Metal Casting/Foundry for Automobile Parts ❑ Arrowsmith North will primarily produce foundry-grade silica sand, suited for moulding and core applications For personal use only in iron, non-ferrous, and small steel castings. ❑ Rising demand for high-p
Slide 8: Medium size grains
For personal use only Medium size grains 11/19/2025 Arrowsmith North foundry sand 8
Slide 9: 3D-printed foundry moulds: a new industry
3D-printed foundry moulds: a new industry ❑ The rise of additive manufacturing is driving demand for silica sand as a key input in 3D printed moulds and cores. For personal use only ❑ Foundry-grade silica sand for 3D printing attracts prices around USD $300/t, reflecting its value in high- performan
Slide 10: For personal use only
For personal use only 10
Slide 11: Market Outlook – Glassmaking
Market Outlook – Glassmaking Asian glass making production increasing 5-6% per year (~8-10Mtpa Growth) For personal use only Glassmaking silica sand demand by region* 4% 5% Market in Growth in Use Spec Asia Asia 8% Float (Plate) 99.5% SiO2 60 - 65Mt 5% - 6% 47% VRX’s Glass 16% Target Market Containe
Slide 12: For personal use only
For personal use only 11/19/2025 12
Slide 13: For personal use only
For personal use only 11/19/2025 13
Slide 14: Arrowsmith North
For personal use only Arrowsmith North Silica Sand Project Overview 14 14
Slide 15: Arrowsmith North Project
Arrowsmith North Project Approved for mining world-class silica sand project ❑ Environmental and mining permits secured from the WA For personal use only Government, clearing the way for development. ❑ Plant and infrastructure planned for adjoining freehold site ❑ Production targeted for late 2026 ❑
Slide 16: Arrowsmith North 2024 BFS Economics
Arrowsmith North 2024 BFS Economics Development opportunity for a world-class silica sand project For personal use only RESOURCE 221Mt Ore Reserve @99.5% SiO2 supporting over 100-years of production – a multigenerational project Target Production CAPEX Total Sales Operating Costs 1Mtpa rising to A$6
Slide 17: Processing Flowsheet
Processing Flowsheet Simple Processing • For personal use only Simplified wet processing, multiple products, no dust, 2Mtpa processing plant at each site Processing Plant Design • Arrowsmith North, Arrowsmith Central and Muchea to each have 2 Mtpa processing capacity • No toxic reagents required 17
Slide 18: Processing Plant Design
For personal use only Processing Plant Design No dust No toxic chemicals
Slide 19: Muchea
For personal use only Muchea Silica Sand Project Overview 19
Slide 20: Muchea Project Overview
Muchea Project Overview Large scale, world class high-grade and low impurity silica sand project For personal use only ❑ Development to follow Arrowsmith North subject to EPA and other regulatory approvals ❑ Located 50km north of Perth close to established infrastructure: • Underutilised railway con
Slide 21: VRX Silica
For personal use only VRX Silica 21
Slide 22: Muchea Project: Downstream processing capabilities
Muchea Project Downstream processing capabilities For personal use only ❑ Critical Minerals Prospectus – VRX Muchea project is included in the 2024 Critical Minerals Prospectus published by Austrade (now online) ❑ Potential for production of silica flour for LCDs and other applications • 1 tonne sam
Slide 23: Sustainability, Environment, Social and Governance (ESG)
Sustainability, Environment, Social and Governance (ESG) VRX is delivering on its ESG responsibilities aligned to the UN’s Sustainable Development Goals For personal use only CLEAN ENERGY ECONOMIC INDUSTRY SUSTAINABLE RESPONSIBLE CLIMATE REHABILITATION GROWTH INNOVATION COMMUNITIES PRODUCTION ACTION
Slide 24: Corporate Overview
Corporate Overview Capitalisation Summary Shareholder Register ASX Ticker VRX For personal use only Share Price* A$/sh 8.8 Shares Outstanding #m 749.8 Options Outstanding** #m 31.7 Board and Management Market Capitalisation A$m 66 Other Top 20 Shareholders Cash Position*** A$m 3.2 Other Shareholders
Slide 25: Right Time, Right Place
Right Time, Right Place Opportunity for WA to capture an economic advantage of critical and strategic silica sand resources For personal use only ❑ The recently fully approved Arrowsmith North Project is a low-cost and large scale project with strong economics: ~221Mt of 99.5% SiO₂ resource with pro
Slide 26: Thank you
For personal use only Thank you Bruce Maluish Managing Director Ground Floor, 52 Kings Park Road West Perth WA 6005 Phone: 08 9226 3780 Email: info@vrxsilica.com.au
Slide 27: Silica Sand Resources and Reserves
Silica Sand Resources and Reserves For personal use only 27