Renascor Resources Ltd · ASX:RNU
Renascor Resources — IMARC Conference 2026
34 slides from Renascor Resources's conference presentation, Oct 28, 2026
Slide 1: Investor Presentation – IMARC Conference (ASX announcement)
For personal use only 28 October 2026 Investor Presentation – IMARC Conference Renascor Resources Limited (ASX: RNU) (Renascor) attaches the following presentation, to be given by Renascor Managing Director David Christensen at the IMARC Conference on 28 October 2026. This ASX announcement has been
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