Pacific Lime And Cement Limited · ASX:PLA
Pacific Lime And Cement — Investor Presentation (April 2026)
37 slides from Pacific Lime And Cement's investor presentation, Apr 21, 2026
Slide 1: Q3 FY26 Investor Presentation
Investor Presentation Q3 FY26 Q3 FY26 Investor Presentation
Slide 2: Forward Looking Statements, Disclaimer and Competent Persons Statement
Forward Looking Statements, Disclaimer and Competent Persons Statement This presentation has been prepared by Pacific Lime and Cement Limited ARBN 619 770 277 (“PLC” or the “Company”). The information contained in this presentation is not investment or financial product advice and is not intended to
Slide 3: PLC Overview
PLC Overview Q3 FY26 Investor Presentation
Slide 4: Pacific Lime and Cement Overview
Pacific Lime and Cement Overview Papua New Guinea’s First Integrated Lime and Cement Plant Q1 2027 382Mt 99 - Year Quicklime Commissioning Target 1 1 Long - Life Resource State Lease 1. Refer to ASX announcement “Maiden JORC Resource at Port Moresby Project” dated 12 January 2018 4 Q3 FY26 Investor
Slide 5: Company Overview
Pacific Lime and Cement Overview Company Overview Snapshot PLA 858.1M A$240.3M A$55.0M A$14.9M A$200.2M SHARES ON MARKET CAP 2 CASH DEBT 4 TICKER 3 ENTERPRISE CODE ISSUE 1 VALUE Share Registry 82% 18% Other Shareholders Inside Investors Top 20 Investors: 76% Kido, Port Moresby, Papua New Guinea Cent
Slide 6: Highly Experienced Leadership Team
Pacific Lime and Cement Overview Highly Experienced Leadership Team Board of Directors Richard Pegum Musje Werror Tim Crossley Executive Chairman Executive Director Non -Executive Director Partner of Bennelong Asset Management in More than 30 years in the mining and Experienced mining executive. Pre
Slide 7: Quicklime – A Critical Element for Industrialisation
Pacific Lime and Cement Overview Quicklime – A Critical Element for Industrialisation Production Process + H₂O Limestone Kiln Quicklime Hydrated Lime Raw Material 900 ° C + Calcination CaO Output Ca(OH)₂ Output Road Construction Fundamental to Value Chains Industrial Applications ▪ Fundamental raw m
Slide 8: Cementitious Materials at the Core of Regional Development
Pacific Lime and Cement Overview Cementitious Materials at the Core of Regional Development Role in Development and Infrastructure Asia and Oceania Outlook ▪ Cement is the foundational input for every road, port, hospital, and school, Cement Consumption (Kg Per Capita / Year) making reliable supply
Slide 9: Strategic Partnership with IFC
Pacific Lime and Cement Overview Strategic Partnership with IFC IFC Announcement – 16 December 2026 PLC has partnered with the International Finance Corporation (IFC), a member of the World Bank Group, to provide advisory support for the Phase Why IFC? 2 Central Cement Project1, PNG's first vertical
Slide 10: Multi-Phase Development Overview
Pacific Lime and Cement Overview Multi - Phase Development Overview 2025 2026 2027 2028 2029 2030 Wharf Stage 3a Stage 1 & 2 complete. Stage 3a under construction, Stage Stage 1&2 Built Stage 3b Under Construction 3b to follow. Quicklime Plant 2x 600tpd kilns 1 - Under Construction Central Lime Proj
Slide 11: Project Development Agreement Signed with PNG Government
Pacific Lime and Cement Overview Project Development Agreement Signed with PNG Government Sovereign Landscape Overview Government Equity 1 ▪ PNG Government to acquire up to 18% equity in the Central Lime Project for US$23.14m. ▪ PNG Government to acquire up to 30% equity in the Central Cement Projec
Slide 12: Central Lime and Cement Project
Pacific Lime and Cement Overview Central Lime and Cement Project JORC Resource Estimate Strategically Coastal Location Resources (inclusive of reserves) 1 Mt CaO % Al 2O 3 SiO 2 Measured Kido 144 53.6 0.6 1.8 Indicated Kido 11 51.5 0.6 1.1 Inferred Kido 42 48.4 1 1.8 Total Quicklime Resource 197 Mea
Slide 13: Central Lime Project
Central Lime Project Q3 FY26 Investor Presentation
Slide 14: Central Lime Project economics
Central Lime Project Central Lime Project 30 Years $61M $5.61/t $1,704M Base Estimated Life of Project 2 Capex (US$) Capex / Tonne Production (US$) Revenue ( LoP , US$) Case¹ 2 x 600tpd Kilns Real ungeared basis $816M $161M 29.2% 1,200 tpd EBITDA ( LoP , US$) Post -tax NPV Post -tax IRR Installed (8
Slide 15: Stage One Assets
Central Lime Project Stage One Assets Stage 1 Configuration ▪ 2 × 600 tpd high-efficiency quicklime kilns1 ▪ Full scale 5-kiln configuration funded organically1 International Wharf Access ▪ 100%-owned, Handymax-capable, construction underway (stage 2 complete) Expansion Case NPV / IRR ▪ US$428M Comb
Slide 16: Market Opportunity
Central Lime Project Market Opportunity Southeast Asia and Oceania Quicklime and PNG Hydrated Lime Demand Supply Outlook ▪ PNG imports almost 100% of its quicklime requirements from Malaysia (61%), and China 20 (38%). 18 ▪ Major uses include gold and copper processing, environmental hazard managemen
Slide 17: Fully Funded, Under Construction, With Multiple Completion Capital Sources
Central Lime Project Fully Funded, Under Construction, With Multiple Completion Capital Sources Working Capital Facility (WCF): ▪ T erm sheets received from PNG - based financiers ▪ ~US$10 million equivalent ▪ Decision currently under final review Liquid Assets on Balance Sheet: ▪ C irca US$11 milli
Slide 18: International Wharf Under Construction
Central Lime Project International Wharf Under Construction Wharf Aerial Shots International wharf construction has progressed to Stage 3a. Barge Landing On International Wharf International Wharf is now capable of docking. 18 Q3 FY26 Investor Presentation
Slide 19: Quicklime Project Under Construction
Central Lime Project Quicklime Project Under Construction Site Infrastructure Camp buildings being erected on site (left). Benching has also progressed (right). Kiln Foundation Construction Concrete foundation has set for the Central Lime Project’s first Kilns. 19 Q3 FY26 Investor Presentation
Slide 20: Central Cement Project
Central Cement Project Q3 FY26 Investor Presentation
Slide 21: Cement Project Summary
Central Cement Project Cement Project Summary Cement SPV 1 30 Years $283M $4,176M Estimated Life Capex Revenue ( LoP ) of Project (US$) (US$) $3,048M $339M 2 24.3% EBITDA (LoP) Post -tax NPV Post -tax (US$) (9% discount, US$) IRR 1. Refer to ASX announcement “Projects and CCL Update and Supplementar
Slide 22: Stage Two Assets
Central Cement Project Power Plant Stage Two Assets Central Cement Project ▪ PNG's first domestic cement producer ▪ PNG Government-backed: US$52m for 18% equity (at discount to NPV) plus US$41m for an additional 12% at NPV valuation2 ▪ To be integrated with the Central Lime Project and export wharf
Slide 23: Cement in PNG
Central Cement Project Cement in PNG Current State and Future Uses Global Cement Consumption Per Capita ▪ Per Capita Consumption Comparison: 2,000 ▪ PNG: 38 kg/capita ▪ Global Average: 500 kg/capita 1,600 ▪ Average range for developing nations: 250 –700 kg/capita ▪ Bottom of the table: ranked alongs
Slide 24: Strategic Position for Asia-Pacific Market
Central Cement Project Reducing the Price of Strategic Position for Asia - Pacific Market Potential Equity Split Cement in PNG by 50% Provincial 4% Government PNG Cement Retail Price (USD/ton) 2015 –2032 1 6% Landowners 240 224 219 230 231 216 224 228 220 223 225 20% PNG Government ~$220/t 214 213 2
Slide 25: Location Drives Competitive Advantage
Central Cement Project Location Drives Competitive Advantage Shipping Advantage ▪ Significantly closer to users in Australia and the South Pacific than other seaborne supply ▪ Lower shipping cost and carbon footprint due to shorter sailing times China Japan to Brisbane ▪ Additional benefits of short
Slide 26: Supporting PNG's Downstream Cement Industries, Currently Zero Local Manufacturing
Central Cement Project Supporting PNG’s Downstream Cement Industries, Currently Zero Local Manufacturing Construction and Precast and Infrastructure Manufactured Products ▪ Precast Concrete – Beams, panels, pipes, ▪ Building Construction – Residential, culverts, and tunnel segments. commercial, and
Slide 27: Special Economic Zone
Special Economic Zone Q3 FY26 Investor Presentation
Slide 28: Stage 3 Assets
Special Economic Zone Stage 3 Assets Special Economic Zone ▪ SEZ granted in September 2021 by PNG Government to incentivise new downstream processing and vertically integrated industries ▪ 10-year exemption from payroll, import/export duties, and corporate income tax ▪ SEZ activities includes the Ce
Slide 29: Tenure Secured Through 99-Year State Lease
Special Economic Zone Tenure Secured Through 99 - year State Lease 99 - Year State Lease 4,500 Ha Secured Surveyed & Registered 99 - Year JV State Lease 01 All land portions formally surveyed and registered under State Lease through the 02 Held through 50/50 PLC and landowner joint venture entities,
Slide 30: SEZ Approved Industrial Facility Establishment
Special Economic Zone SEZ Approved Industrial Facility Establishment Accommodation Precinct Cement Additive Plant On - site housing and support facilities enabling Manufactures cement performance additives, continuous operations, scalable workforce improving product quality, reducing import deployme
Slide 31: Investment Outlook
Investment Outlook Q3 FY26 Investor Presentation
Slide 32: Shared Prosperity for Community and Landowner Partnerships
Investment Outlook Shared Prosperity for Community and Landowner Partnerships Landowner JV With Veto 50% 50% free carry for land mobilisation. Joint ventures covers surveying, land conversion, sub-divison, industrial site preparation, commercial leasing. Employment 1,800 1,800 jobs during constructi
Slide 33: Project Highlights
Investment Outlook Project Highlights Lime 1 (2 Kilns) US$27.3M 600 tpd 400 ktpa Q1 2027 Lime EBITDA Phase 1 Production Commissioning Capacity Per Kiln Target Lime 1 US$48.6M 800 tpd 700 ktpa Q1 2028 Expansion Lime Expansion Expansion Production Expansion (3 Additional Kilns) EBITDA Capacity Per Kil
Slide 34: Investment Opportunity
Investment Outlook Investment Opportunity Market Benchmark EV/EBITDA Multiples – Building Materials Sector1 Long - term tenure secured 11.1x 10.9x Strong Strategic Positioning 9.5x 10.2x 8.6x Fiscal and Tax Benefits through SEZ EV / FY26 EBITDA Low Cost of Production Median Import Substitution and P
Slide 35: Let's Build PNG Together.
Let’s Build www.placltd.com ASX: PLA PNGX: PLC PNG Together.
Slide 36: Appendix A: Energy and Building Materials Pipeline
Pacific Lime and Cement Overview Appendix A: Energy and Building Materials Pipeline 36 Q3 FY26 Investor Presentation
Slide 37: Appendix B: Carbon and ESG Advantage
Investment Outlook Appendix B: Carbon and ESG Advantage Local production eliminates shipping emissions and creates offset revenue Eliminated Carbon Credits Solar Integration Geothermal Shipping Emissions Exploration Current supply ships clinker from Australia, 3 granted carbon timber permits compris
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