Slide 1: AusPozz Project: Better Low-Carbon Concrete
For personal use only AusPozz Project Better Low-Carbon Concrete September 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: Investment Proposition
Investment Proposition 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 >10mt2 of high-purity kaolin3 high-performance cement commercial producer of high- Agreement¹ initial 5-year te
Slide 4: Australia's largest DSO Kaolin offtake agreement
Australia’s largest DSO Kaolin offtake agreement¹ $200m Kaolin DSO offtake locks in stage one of AusPozz Project - cashflows expected in 2026 For personal use only Product Unit Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 DSO Kaolin Tonnes 160,000 160,000 160,000 160,000 160,000 DSO Cosmetic Kaolin Tonnes 10,000 20,000
Slide 5: 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) • Huge tenements footprint covering 28,000ha¹ • Company ownership of 682ha of freehold land • 10.9Mt JORC (Measured 4.03Mt, Ind
Slide 6: 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 7: 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 • >50% strength gain (UCS)2 with less cement - lower
Slide 8: AusPozz Preliminary Feasibility Study
AusPozz Preliminary Feasibility Study Strong business case validated by robust technical and financial characteristics For personal use only Nameplate production of 300,000 tpa $406m NPV 42% IRR AusPozz from Train 1, and the manufacturing site offers scope for Train The Project has delivered a rob
Slide 9: 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 10: 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 a 7.88ha site at Bundaberg Port1 • State Development Area zoning with access to infrastructure, utilit
Slide 11: 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 production, AusPozz , and a
Slide 12: AusPozz Project Future Expansion
AusPozz Project Future Expansion Potential scope for future Train 2 expansion, further improving economics and 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 wit
Slide 13: 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 Partner • Cement production – 8% of global CO2 emissions1 • Holcim Australia – MoU signed Oct 2024 • Immediate ad
Slide 14: 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 nameplate annual AusPozz production in low-carbon concrete would avoid carbon emissions by an estimated 229,800 tonnes CO₂-e per y
Slide 15: 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 16: 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 17: Corporate Overview
Corporate Overview $167m $2.34m $0.09 1.85Bn 3c-11.5c For personal use only Market Cash at bank Share price Shares on issue 52-week range capitalisation (30 June 2025) Board & Management Sylvia Tulloch Peter Zardo Shane Graham Rob Downey James Marsh Non-Executive Chair Managing Director Executive Di
Slide 18: For Further Information
For Further Information James Marsh Chief Executive Officer For personal use only (+61) 7 3181 5523 james.marsh@zeotech.com.au Level 1, Brisbane Technology Park, 7 Clunies Ross Court, Eight Mile Plains, Queensland 4113, Australia Investor Relations Peter Taylor NWR Communications peter@nwrcommunicat