Zeotech Limited · ASX:ZEO
Zeotech — Connecting Industry Luncheon October 2025
19 slides from Zeotech's conference presentation, Oct 8, 2025
Slide 1: AusPozz Project: Better Low-Carbon Concrete
For personal use only AusPozz Project Better Low-Carbon Concrete Connecting Industry Luncheon - October 2025 ASX: ZEO www.zeotech.com.au 1
Slide 2: Disclaimer
Disclaimer These Presentation Materials are for information purposes only. They do not comprise a prospectus, product Cautionary Statement disclosure statement, or other offering document under Australian law (and will not be lodged with the Australian The PFS referred to in this presentation was un
Slide 3: Company Highlights
Company Highlights First Mover 1 2026 Large-Scale Advantage Cashflow Resource For personal use only Advancing low-carbon, Becoming Australia’s first Executed $200m Binding Offtake JORC >10mt of high-purity kaolin² high-performance cement commercial producer of high- Agreement¹ initial 5-year term (M
Slide 4: Toondoon Kaolin Project
Toondoon Kaolin Project Australia’s highest-grade known raw ore kaolin resource held under an approved Mining Lease For personal use only • Approved Mining Lease (ML 80126) c.20km south of Mundubbera, QLD, and a large tenement footprint covering 28,000ha • Company ownership of 682ha of freehold land
Slide 5: What is AusPozz?
What is AusPozz ? High-Reactivity Metakaolin - Supplementary Cementitious Material (SCM) For personal use only Toondoon 700-750°C AusPozz Low-Carbon High-Purity Metakaolin High Performance Kaolin Concrete AusPozz High Reactivity Metakaolin • Metakaolin is a Manufactured Pozzolan - the secret of 2000
Slide 6: AusPozz offers multiple technical advantages
AusPozz offers multiple technical advantages Significantly lower carbon footprint and multiple performance benefits1 For personal use only Increased Reduced Strength Durability Shrinkage Concrete Cancer • 79% reduction in embodied carbon vs cement ¹ • >50% strength gain (UCS)2 with less cement - low
Slide 7: AusPozz Concrete Demonstration Pour Video
AusPozz Concrete Demonstration Pour Video For personal use only 7
Slide 8: Compelling Financials Driven by Simplicity
Compelling Financials Driven by Simplicity Conventional cost-effective flowsheet underpinned by ultra-high purity natural kaolin For personal use only • Australia’s highest-grade known raw ore kaolin resource offers a cost-effective approach to high-reactivity metakaolin, AusPozz , production, and a
Slide 9: AusPozz Preliminary Feasibility Study
AusPozz Preliminary Feasibility Study Strong business case validated by robust technical and financial characteristics For personal use only $406m NPV 42% IRR 300,000 tpa AusPozz from Train 1 The Project has delivered a robust Resilient after-tax Train 2 expansion would double capacity after-tax
Slide 10: Cashflow and Capital Expenditure
Cashflow and Capital Expenditure Early cash flows from DSO Kaolin operations reduce the capital requirement to approx. $95m For personal use only Project Cashflow (Y1-Y5) 150 150 Capital Cost Summary1 A$M Direct Cost $62.3 100 100 Indirect Cost $43.7 $million $million 50 50 Contingency (11%) $10.5 T
Slide 11: Bundaberg Port – Strategically Compelling
Bundaberg Port – Strategically Compelling Bundaberg Port offers transport optionality, utilities, and future renewables access For personal use only • LOI signed with Gladstone Port Corporation for an 8ha site at the Port of Bundaberg1 • State Development Area zoning with access to infrastructure, u
Slide 12: AusPozz Project Future Expansion
AusPozz Project Future Expansion Scope for future Train 2 expansion – even better economics, more jobs and higher Net Zero impact For personal use only Train 1 Potential Train 2 Approximately 8 ha Bundaberg Port area site provides the potential for future expansion AusPozz production to 600,000 tpa
Slide 13: Significant Carbon Emissions Avoided
Significant Carbon Emissions Avoided Nameplate AusPozz production has a huge decarbonisation impact on the built environment For personal use only The application of the Train 1 nameplate annual AusPozz production in low-carbon concrete would avoid carbon emissions by an estimated 229,800 tonnes CO₂
Slide 14: Lasting Economic Benefits
Lasting Economic Benefits Powering Low-Cost Decarbonisation, Economic Growth, and Resilient Regional Communities For personal use only Low-Cost Sector & Queensland Benefits Decarbonisation Economy Benefits • Can reduce the cost of decarbonising • Boosts Central Queensland’s economy • Potential to lo
Slide 15: Market Opportunity - AusPozz
Market Opportunity - AusPozz Legislated emission reduction targets set to drive demand for low-carbon concrete solutions For personal use only The Size of the Target Sector Collaboration Partners • Cement production – 8% of global CO2 emissions1 Holcim Australia – MoU signed Oct 2024 • Immediate add
Slide 16: Commercial Pathways
Commercial Pathways Immediate DSO kaolin cash flow and AusPozz low-carbon concrete and cement market potential For personal use only 2026 Medium-Term Longer-Term Direct Shipping Ore (DSO) sales Produce and sell AusPozz Produce and sell AusPozz to blend with of kaolin raw ore for low-carbon concrete
Slide 17: AusPozz feedstock for Zeolite Production (Horizon)
AusPozz feedstock for Zeolite Production (Horizon 2 ) Developing the zeoteCH₄® product as a technology for controlling landfill methane emissions For personal use only Promising field trial results (May 2025) showed the strongest performing zeoteCH₄ biofilter consistently decreased methane emissions
Slide 18: Indicative Project Delivery Timetable
Indicative Project Delivery Timetable1 Expansive Toondoon drilling program and forecast DSO Kaolin sales offer near-term value accretive milestones For personal use only Q4 2028 Q3 2028 AusPozzTM Stockpiling 2026 AusPozzTM and First Manufacturing Shipment Facility DFS Complete Constructed Q4 2025 an
Slide 19: For Further Information
For Further Information For personal use only James Marsh Chief Executive Officer (+61) 7 3181 5523 james.marsh@zeotech.com.au Level 1, Brisbane Technology Park, 7 Clunies Ross Court, Eight Mile Plains, Queensland 4113, Australia www.zeotech.com.au