Livium Ltd. · ASX:LIT
Livium — Investor Presentation (October 2025)
26 slides from Livium's investor presentation, Oct 1, 2025
Slide 1: Energising a better world: Investor Presentation
For personal use only ASX : LIT Energising a better world Investor Presentation October 2025 Livium Ltd securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOB, LITOC)
Slide 2: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in
Slide 3: About Livium
About Livium Livium is dedicated to leading the clean energy Key Statistics transition by securing critical materials from A$6.9m 667T 1.6% sustainable material recovery. The company's core FY25 Revenue FY25 Large LIBs1 Shareholding by staff, For personal use only focus is the recycling of clean ene
Slide 4: Board and Management
Board and Management Proven and experienced leadership Livium Board of Directors Livium Senior Leadership For personal use only Simon Linge Phillip Campbell Kristie Young Phil Thick Stuart Tarrant Steven Marshall Managing Director and CEO Non-Executive Chairman Chief Financial Officer Chief Operatin
Slide 5: Corporate: Snapshot
Corporate: Snapshot Improved balance sheet with positive outlook on Envirostream profitability 6 month share price performance Financial information1 For personal use only Volume (m) Share price (A$) Share price (30 Sep-25) A$0.014 40 0.016 Shares on issue 1,702m 0.015 Market capitalisation (30-Sep-
Slide 6: Battery Recycling Vertical
For personal use only Battery Recycling Vertical
Slide 7: Lithium-ion Battery Opportunity
Lithium-ion Battery Opportunity EV / ESS dominate long-term EOL battery volume growth Envirostream collects only ~20% of estimated waste5 EOL Battery Projections by Market Segment1,2 The Addressable Battery Market: Volume Outlook1,2 For personal use only 550 90% Current estimated annual By 2030 esti
Slide 8: Maturing Industry & Regulation
Maturing Industry & Regulation Livium’s goal is to convert the escalating risk of hazardous renewable waste into a profitable domestic source of critical materials and energy security For personal use only What is the problem that we are trying to solve with our recycling business? Hazardous end of
Slide 9: The Solution: Our role in the supply chain
The Solution: Our role in the supply chain Proven collection and pre-processing capability, ready for deployment in adjacent opportunities Our Current Activities Commercial Potential Access to waste supply is our key advantage Options exist to monetise our waste supply For personal use only SALE OF
Slide 10: The Economic Engine with Proven Delivery
The Economic Engine with Proven Delivery Record performance underpinned by economic optimisation and improved margins Livium recycling collection volumes and profits1, 2 Economic drivers For personal use only 500 6.00 Upstream fees (“Fee for Service”) Charged for the collection and processing of bat
Slide 11: Other Recycling Verticals
For personal use only Other Recycling Verticals
Slide 12: Accelerated Growth from Adjacent Opportunities
Accelerated Growth from Adjacent Opportunities Proven access to waste underpins diversification strategy into emerging, high value opportunities Battery Recycling Proven Other Recycling For personal use only Vertical collection and pre- Verticals Core Operation processing Strategic Growth capability
Slide 13: Expanding our recycling capabilities
Expanding our recycling capabilities Leveraging our core strengths and customer relationships to expand into adjacent waste streams Won Kwang S&T1: Iondrive2: University of Melbourne (UoM)3: For personal use only Photovoltaic (PV) recycling Black mass, PV, REE processing REE extraction technology •
Slide 14: Key recycling activities over the balance of FY26
Key recycling activities over the balance of FY26 Planned transformational activities seek to unlock value in FY26 For personal use only Battery Recycling Other Recycling Vertical Verticals Core Operation Strategic Growth ▪ Sustain and grow battery recycling profitability to increase ▪ Develop suppl
Slide 15: Other Verticals
For personal use only Other Verticals
Slide 16: Non-Recycling Verticals
Non-Recycling Verticals Lithium Chemicals: LieNA® Battery Materials: VSPC • Driving greater profitability for miners using a unique • Decreasing supply chain risks with localised production of For personal use only method of processing LFP/LMFP • Improves sustainability by using less wastage as fine
Slide 17: Thank You
Thank You Unit 1, 79–83 High Street, For personal use only Kew, VIC 3101 www.liviumcorp.com
Slide 18: Appendices
For personal use only Appendices
Slide 19: Why is Livium pursuing recycling adjacencies?
Why is Livium pursuing recycling adjacencies? Envirostream is ready to expand its services to meet its customer needs We have a right to play We can expand our position For personal use only Meet customer needs Technology enhancement Current customer base needs a solution for these waste This strate
Slide 20: PV Recycling – a US$2.67Bn Global Opportunity
PV Recycling – a US$2.67Bn Global Opportunity1 Why now? Significant national deployment coupled with regulatory drivers result in a need to PV waste solutions today Projected Annual PV Waste (tonnes)2 Economic drivers2 For personal use only Addressing Rising Waste Volumes 100,000 Over 90kTpa of EOL
Slide 21: REE US$7.3B Global Market
REE US$7.3B Global Market1 ▪ Rare Earth Elements (REE) are becoming a key component in geopolitical trade discussions.. ▪ Currently China processes ~90% of the world's For personal use only rare earth supply2. ▪ Chinese custom officials are scrutinising and restricting orders from overseas customers
Slide 22: Black Mass Processing Opportunity
Black Mass Processing Opportunity Off-take agreement for at least 60% of MMD production provides baseline1 Current state Future potential For personal use only ▪ Livium collects, dismantles and processes lithium-ion Huge addressable market batteries (collectively Pre-Processing) ▪ Global black mass
Slide 23: Strategy Execution: Won Kwang S&T
Strategy Execution: Won Kwang S&T Leveraging Livium’s supply chains to capture a fast-growing segment of the clean energy waste sector For personal use only Partnership with Won Kwang S&T for end-of-life (EOL) PV recycling Phase 1 Export PVs Proven Won Kwang is a leader in solar energy and resource-
Slide 24: Strategy Execution: Iondrive
Strategy Execution: Iondrive Binding Term Sheet signed to advance clean energy waste processing including solar panels, black mass, and REE Partnership Activities Commercialisation Pathway For personal use only Technology Assessment ❑ Livium to provide Samples to Iondrive Livium provides Samples to
Slide 25: REE Strategy Execution: University of Melbourne
REE Strategy Execution: University of Melbourne Term Sheet signed with UoM explores the use of microwave technology in the extraction of rare earth elements For personal use only UoM to build prototype microwave-assisted leaching system for the recovery of REE Livium has signed a Term Sheet to acces
Slide 26: Technology Comparison and Commercial Pathway
Technology Comparison1 Commercial Pathway HOT BLOCK & REFLUX (Conduction) UoM to prepare a report for the small scale-up Stage 1 For personal use only test results and secure AEA Ignite grant for (TRL2-3) Stage 2. convection current UoM to oversee design and build of a Prototype ~85% reduction Stage