Genmin Ltd. · ASX:GEN
Genmin — 28th Global Iron Ore & Steel Conference 2026
15 slides from Genmin's conference presentation, Mar 25, 2026
Slide 1: 28th Global Iron Ore & Steel Conference
NOT FOR DISTRIBUTION 28 Global Iron Ore th & Steel Conference 25 March 2026
Slide 2: Important Notice
“NOT FOR RELEASE TO US WIRE SERVICES OR DISTRIBUTIONINTHE UNITED STATES” “NOT FOR RELEASE TO US WIRE SERVICES OR DISTRIBUTION IN THE UNITED STATES” Important Notice This presentation is provided by Genmin Limited ACN 141 425 292 (Genmin or the Company). Statements in this presentation are m a d e on
Slide 3: Important Notice
“NOT FOR RELEASE TO US WIRE SERVICES OR DISTRIBUTIONINTHE UNITED STATES” “NOT FOR RELEASE TO US WIRE SERVICES OR DISTRIBUTION IN THE UNITED STATES” Important Notice Acknowledgement Persons who access, receive, review or attend this presentation are required to inform themselves of, and comply with,
Slide 4: Our Purpose
Our Purpose Our Purpose Aiming to establish Baniaka as a sustainable, cost-efficient, multi-generational source of high-grade iron ore (up to 66% Fe), utilizing current infrastructure.
Slide 5: From Explorer to Developer to Producer
From Explorer to Developer to Producer….. From Explorer to Developer to Producer….. New leadership team, with deep iron ore experience, capability and credibility, well versed in building and operating large scale iron ore mines Recapitalisation completed in Dec 2025, with A$25.7m raised1, providing
Slide 6: Value Proposition
Value Proposition Value Proposition • Proven leadership and track record of delivery through Executive Chair, Greg Lilleyman , including the development and construction of 14 mines, 6 airports, 3 power stations, 3 ports and 800km of rail • High-quality, greener iron ore – an important feedstock in
Slide 7: Positioned to Capture Rising Premiums
Positioned to Capture Rising Premiums Positioned to Capture Rising Premiums 65% Fe - 62% Fe Price Premium Forecast Wood Mackenzie AME 40 35 • Market forecasts show the 65% Fe vs 62% Fe spread widening as steel mills prioritise 65% Fe - 62% Price Premium - US$/t 30 lower CO₂ intensity and Fe grades i
Slide 8: Baniaka Project Overview
Baniaka Project Overview Baniaka Project Overview • Only 21% of known iron ore strike diamond drill tested to date Baniaka Mineral Resource • >90km of strike provides potential resource upside • Total project development spend to date = US$45.1M • Mine plan focused on shallow, free-dig ore • Simple
Slide 9: Corporate Snapshot
Corporate Snapshot Corporate Snapshot Capital Structure | ASX : GEN Proven board & leadership, highly experienced in Item Unit Number Africa & iron ore Shares M 3,457.3 Options @ 1.5c expiring 31/12/27 M 1,359.1 Options @ 20c expiring 31/3/26 M 116.5 Performance Rights M 4.6 Fully Diluted M 4,937.5
Slide 10: Stable Investment Environment
Stable Investment Environment Stable Investment Environment • Prosperous African nation with the second highest GDP per capita in Africa • Peaceful Presidential, Parliamentary and Municipal elections throughout 2025 • Strong endorsement of President Oligui Nguema by international leaders • Decades o
Slide 11: Pathway to Baniaka FID in 2026
Pathway to Baniaka FID in 2026 Pathway to Baniaka FID in 2026 • Closing project funding is the last milestone for a final investment decision (FID) • One of the iron ore industry’s most experienced iron ore executives, Greg Lilleyman, has transitioned to Executive Chair to lead the Company through t
Slide 12: LoI Signed for up to 60% Project Financing with SHICO
LoI Signed for up to 60% Project Financing with SHICO LoI Signed for up to 60% Project Financing with SHICO • Sino-Hunan International Engineering and Development Co., Ltd (SHICO) executed a Letter of Intent expressing a formal intention to become a cornerstone project participant and partner for Ge
Slide 13: PowerChina Collaboration
PowerChina Collaboration PowerChina Collaboration • Tier 1project delivery support • 10+ years experience in Gabon designing and constructing major infrastructure projects, including Grand Poubara Hydropower Station • Lower CAPEX EPC proposals received for Haul Road, Transmission Line and Accommodat
Slide 14: Future Growth Optionality
Future Growth Optionality Future Growth Optionality Phase 2 – 10Mpta • Intention to expand Baniaka to 10mtpa as soon as practically possible, subject to appropriate feasibility study assessment • Work required to increase rail and port capacity, but should result in significant improvements in effic
Slide 15: Thank you.
Thank you. Thank you. Contact us +61 8 9200 5812 | ir@genmingroup.com
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