Lynas Rare Earths Limited · ASX:LYC
Lynas Rare Earths — ASA Queensland Investor Summit (September 2025)
17 slides from Lynas Rare Earths's conference presentation, Sep 22, 2025
Slide 1: Lynas Rare Earths Limited - ASA Queensland Investor Summit
For personal use only Lynas Rare Earths Limited ASA Queensland Investor Summit Gold Coast, 22 September 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Lynas Rare Earths Limited (ABN 27 009 066 648) (Lynas “opinion”, “consider”, “predict”, “plan”, “scenario”, “project”, “outlook”, “guidance”, “forecast”, or the Company). This presentation contains summary information about Lynas and its “anticipate”
Slide 3: Disclaimer cont.
Disclaimer cont. No representation, warranty or assurance (express or implied) is given or made in relation to any The distribution of this presentation in jurisdictions outside Australia may be restricted by law and forward-looking statement by any person (including Lynas or any of its advisers). I
Slide 4: Acknowledgement of Country
Acknowledgement of Country You will need to 1. 2. For personal use only Lynas xx Rare Earths acknowledges the Traditional Owners of the lands on which we live, work and meet, across Australia. We acknowledge and value Lynas’ Aboriginal and Torres Strait Islander employees, partners and communities a
Slide 5: We operate in a growing and dynamic market
We operate in a growing and dynamic market For personal use only Lynas expects recent industry- Lynas is seeing: shaping government initiatives • A more vibrant rare earths to lead to a larger “rest of world” market rare earths industry • Growth in share from • Most significant government existing c
Slide 6: Forecast demand for rare earths is strong
Forecast demand for rare earths is strong For personal use only Forecast 2025 - 2030 Source: Project Blue1,2 1,2 • Magnet demand for future facing technologies is the largest growth sector for rare earths • Lynas now produces the 2 Heavy Rare Earth oxides required for rare earth permanent magnets 6
Slide 7: Lynas share price performance relative to NdPr price
Lynas share price performance relative to NdPr price For personal use only 16.00 110% 14.00 Price performance (rebased to Lynas, A$/share) 12.00 10.00 27% 8.00 6.00 Aug: Lynas releases FY25 results, Nov: Feb: Lynas May: Lynas Jun: Lynas Jul: MP launches 4.00 Kalgoorlie released achieves adds HRE Mat
Slide 8: NdPr market price and Lynas profit performance
NdPr market price and Lynas profit performance For personal use only PrNd oxide ExW USD/REOkg incl. VAT Lynas Rare Earths Net Profit After Tax (NPAT) (A$m) USD/kg - Jul 2020 to Jun 2025 200 540.8 180 160 140 120 100 310.7 A$m 80 60 40 157.1 20 0 84.5 Jan-21 Jan-22 Jan-23 Jan-24 Jan-25 Jul-20 Jul-21
Slide 9: Lynas 2025 growth initiative largely complete
Lynas 2025 growth initiative largely complete From capacity expansion to profitable commercial execution For personal use only Mt Weld operations Kalgoorlie facility integrated into Lynas Malaysia upgrades expanded and processing global operations have added new processing & capacity increased new c
Slide 10: Expanded Mt Weld operations
Expanded Mt Weld operations New plant constructed and progressively commissioned Wind turbines For personal use only Solar farm ROM Pad and Filter Circuit Crusher Grinding & Flotation Expanded nameplate Increased FY25 Mt Weld processing capacity to Record NdPr in concentrate production demonstrates
Slide 11: Kalgoorlie Rare Earths Processing Facility integrated into global operations
Kalgoorlie Rare Earths Processing Facility integrated into global operations Kalgoorlie Cracking & Leaching capacity supports expanded operations For personal use only Australia’s first downstream Rare Earths processing facility New facility constructed with nameplate capacity to Facility ramping up
Slide 12: Lynas Malaysia
Lynas Malaysia New processes and expanded production capacity For personal use only Record NdPr production New rotary furnaces in June quarter (2,080t); installed to increase now focused on Product Finishing stabilising production at efficiency the higher run rate First MREC from Solvent Extraction
Slide 13: Investing in 21st century power and water infrastructure
Investing in 21st century power and water infrastructure Mt Weld solar For personal use only farm (2376 panel sections) - Lynas Malaysia construction 0.75MW rooftop solar complete and array commissioned operating (with PPA partner Zenith Energy) Mt Weld wind farm - 2 of 4 x 6MW wind turbines now Mt
Slide 14: Towards 2030 | Our growth ambitions
Towards 2030 | Our growth ambitions1 Harvest and Grow Harvest Optimise performance from Lynas 2025 Grow Growth pillars in Towards 2030 For personal use only Add Resource and Scale Ramp up assets in line with customer demand and market growth • Develop the Mt Weld Carbonatite with the objective to pr
Slide 15: Lynas has the assets and the skills to capture the benefits of market growth
Lynas has the assets and the skills to capture the benefits of market growth – now and in the future 1 For personal use only Globally unique & proven competence with a skilled and experienced workforce 2 Tier 1 rare earths deposit at Mt Weld with expanded nameplate capacity to support 12ktpa NdPr fi
Slide 16: Visit us at LynasRareEarths.com/investors
For personal use only Visit us at LynasRareEarths.com/investors 16
Slide 17: Appendix A: JORC Compliance and Competent Person's Statement
Appendix A: JORC Compliance and Competent Person’s Statement Exploration Results For personal use only The information in this report is based on, and fairly represents information and supporting documentation jointly prepared by Marcelle Watson, Geology Manager, and Dr. Ganesh Bhat, Principal Resou
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