Aurelia Metals Limited · ASX:AMI
Aurelia Metals — Q4 FY2026 Earnings Presentation
17 slides from Aurelia Metals's earnings presentation, Jul 20, 2026
Slide 1: June 2026 Quarterly Update
JUNE 2026 QUARTERLY UPDATE ASX Code: AMI 20 July 2026
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This presentation has been prepared by Aurelia Metals Limited (‘AMI’ or the ‘Company’). It should not By its very nature, production and exploration for gold and base metals is a high risk business and is not be considered as an offer or invitation to subscribe for or purc
Slide 3: Highlights
This quarter delivered gold production above the top end of revised higher guidance, strong base metals production, a signifi cant increase in operating cash flow and a strengthened balance sheet with $143.9M in net cash and $183.9M in total liquidity. HIGHLIGHTS Gold production exceeded revised hig
Slide 4: Production and Costs
PRODUCTION AND COSTS Gold production above revised higher guidance, all other metrics in line SepQ DecQ MarQ JunQ FY26 Gold Production (koz) Copper Production (kt) Measure Unit FY26 Revised FY26 FY26 FY26 FY26 Guidance 45 – 50 0.9 Gold produced koz 10.4 11.7 13.0 15.3 50.4 15.3 (prev 35-45) 13.0 11.
Slide 5: Operating Performance
OPERATING PERFORMANCE
Slide 6: Peak
PEAK Plant operating at record annualised throughput with recoveries maintained Mine development metres providing Maximising tonnes processed (kt) through the production flexibility Peak plant 230 1,547 1,528 1,379 1,359 191 197 187 1,041 175 888 151 Mar 25 Jun 25 Sep 25 Dec 25 Mar 26 Jun 26 Mar 25
Slide 7: Federation
FEDERATION Mined tonnes and grade performing strongly Operating development supporting higher Ore mined (kt) ahead of plan for FY26 tonnages 108 112 1,481 1,417 1,449 1,336 76 1,134 63 877 53 34 Mar 25 Jun 25 Sep 25 Dec 25 Mar 26 Jun 26 Mar 25 Jun 25 Sep 25 Dec 25 Mar 26 Jun 26 Qtr Qtr Qtr Qtr Qtr Q
Slide 8: Growth Projects and Exploration
GROWTH PROJECTS AND EXPLORATION
Slide 9: Plant Upgrades
PLANT UPGRADES Delivering 1.1-1.2Mtpa throughput capacity Tailings and Process Water Management • Improves copper and zinc recovery, reduces cyanide consumption New 22m tailings thickener now in operation at Peak (June 2026) • Thickener commissioned and commenced operation in June 2026 Concrete pour
Slide 10: Great Cobar Copper Project
GREAT COBAR COPPER PROJECT Development executing in line with budget and schedule to unlock Copper Resource Q4 H1 H2 H1 H2 FY26 FY27 FY27 FY28 FY28 Mine development of 438m completed Mine development in quarter Ventilation works Mine development of 1,823m Shaft raise bore completed to date Amenities
Slide 11: New Occidental Tailings Project
NEW OCCIDENTAL TAILINGS PROJECT Incremental low capital cost gold production – 32koz Au Historical Gold-Bearing Stockpiles • Pre-Feasibility Study and Maiden MROR released 16 June1 • Mineral Resource estimate of 2.6Mt @ 0.65g/t Au2 • To be processed through the Peak processing plant in addition to f
Slide 12: Exploration Update
EXPLORATION UPDATE Earn-in agreement with Legacy Minerals expands Cobar Basin footprint1 Highly prospective growth option • Earn-in tenements extend 78km along western boundary of Aurelia’s tenements • Provide access to the highly prospective structural corridor between the Myrt Fault and the CSA Fa
Slide 13: Balance Sheet
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Slide 14: Cash Balance Materially Increased
CASH BALANCE MATERIALLY INCREASED Substantial free cash flow generated and refinance completed Group Cash A$M1 40.0 183.9 Record quarterly cash flow from Cobar operations 53.1 36.2 143.9 (6.2) (14.7) (2.1) Precious metal sales represented 55% of total (13.4) revenue (3.8) 94.7 New low cost debt faci
Slide 15: Key Focus Areas
Safely prioritising the highest value production KEY FOCUS AREAS and cash flow outcomes Maximise cash flow generation and value Continue to lift Peak processing plant throughput Maintain strong mining performance at Federation Execute Peak Mining productivity improvement projects Deliver Great Cobar
Slide 16: Contact
CONTACT T: +61 7 3180 5000 E: office@aureliametals.com.au Level 10, 10 Felix Street BRISBANE QLD 4000 GPO Box 7 BRISBANE QLD 4001 aureliametals.com
Slide 17: Appendix: New Occidental Mineral Resources Estimate
APPENDIX 1 | NEW OCCIDENTAL MINERAL RESOURCES ESTIMATE New Occidental MRE reported by classification as at 30 April 2026 Tonnes Au Class (kt) (g/t) Indicated 2,300 0.66 Inferred 300 0.63 Total 2,600 0.65 Note: Values are reported to two significant figures which may result in rounding discrepancies