R.e.a. Holdings Plc · LSE:RE.
R.e.a — Investor Presentation (April 2026)
17 slides from R.e.a's investor presentation, April 2026
Slide 1: R.E.A. Holdings April 2026
R.E.A. HOLDINGS April 2026
Slide 2: Overview
Overview Producer of crude palm oil (CPO) and Recent expansion into mining stone and crude palm kernel oil (CPKO) in East sand deposits, also located in East Kalimantan, Indonesia Kalimantan 33,000 planted hectares with potential 190,000 tonnes of CPO and 18,000 Estimated mineable stone and sand for
Slide 3: What is palm oil?
What is palm oil? High yielding vegetable oil Versatile oil with many different properties and functions • Yields 4-7 tonnes of oil per hectare vs. others (soybean, rapeseed, sunflower) • Semi-solid at room temperature (spreads) which yield less than 1 tonne per hectare • Resistant to oxidation (lon
Slide 4: Increasing global demand for vegetable oil and palm oil
Increasing global demand for vegetable oil and palm oil • Global production and consumption of 17 • Biofuel: 20% of global consumption; major vegetable oils in the year to Indonesian government mandated B50 from September 2025 263 million tonnes* mid 2026 • Global palm oil production and consumption
Slide 5: Map of operations
Map of operations 10 20 30 40 50 km EAST KALIMANTAN M_ Methane capture plant ff! New capital city (IKN) under construction cy A Oil mill Road Tank storage Companies Agricultural operations | cDM PT Cipta Davia Mandiri (divested 13 June 2025) @ KMS PT Kutai Mitra Sejahtera ™ Pu PT Prasetia Utama @ RE
Slide 6: Agricultural operations and production cycle
Agricultural operations and production cycle • Planted areas: 33,000 hectares • Currently replanting mature areas (1,400 hectares) and extension planting (700 hectares) • 2025 production of fresh fruit bunches (FFB): 620,000 tonnes • 2025 FFB purchased from local farmers and third parties: 230,000 t
Slide 7: Agricultural highlights
Agricultural highlights • Production steadily increasing • Cost efficiencies o Continued replanting of oldest mature blocks o Productivity improved from reduced workforce (down replacing worst yielding areas with higher yielding ~ 10% in 2025) (volume and oil) newer seeds o Mill and processing costs
Slide 8: Benefits of replanting
Benefits of replanting New area Old area • New plantings are expected to be fruit- (per hectare) (per hectare) Prospective FFB production (tonnes) 28 21 bearing after 2 years and rapidly move CPO extraction rate 25% 20% to production of 28 tonnes/hectare by CPKO extraction rate 2% 2% years 3 to 4, w
Slide 9: Stone highlights (ATP)
Stone highlights (ATP) ATP is a key player as the largest Independent studies have calculated Andesite is used for construction of commercial andesite stone (a form of ATP’s IUP 1 stone deposit at >100 roads, bridges, buildings granite) concession in East Kalimantan million tonnes Objective: supplyi
Slide 10: Production Flow (ATP)
Production Mine Planning Land Clearing Flow (ATP) • Feasible reserves will be • Removes vegetation made into mine planning and overburden • Defines quarry layout • Prepares access and extraction sequence roads and drilling platforms Drilling & Excavation Data Exploration Blasting • Excavators load b
Slide 11: Sand highlights (MCU)
Sand highlights (MCU) Suitable for premium uses: Letters of intent received from two Japanese buyers (currently buying from Silica (quartz) sand deposits glass making, solar panels, smart phone Western Australia); Kalimantan provides screens, technological components cheaper logistics If initial tri
Slide 12: Production Flow (MCU)
Production Flow (MCU) Land Silica Sand Hauling to Clearing Excavation Washing Plant • Vegetation and topsoil • Sand layer excavated • Transport via dump trucks removed • Separated from overburden • Washing plant located 600–1,000 • Access road prepared • Raw silica collected metres from mining area
Slide 13: Sustainability and climate
Sustainability and climate • Long-standing commitment to ensuring ESG strategy can contribute positively to climate action and biodiversity protection and can deliver sustainable growth • One of the first palm oil companies to be EUDR ready • 100% of plantations are 100% certified • REA subscribes t
Slide 14: Sustainability and climate
Sustainability and climate Social – community Governance Conservation at REA’s core • 8,000 employees and 13,000 REA: • Over 20% of titled land bank dependents residents in estate housing comprises conservation reserves • Applies the principles of the UK • Conservation department, REA Kon, REA: corp
Slide 15: Evolution of net debt and engagements
Evolution of net debt and engagements 2020 2021 2022 2023 2024 2025 $'m $'m $'m $'m $'m $'m Net debt Dollar notes 26.9 27.0 17.8 26.6 26.7 26.7 Sterling notes 42.9 42.5 38.2 40.5 28.2 - Loans from non controlling shareholder 17.1 16.2 15.5 13.5 8.8 - Indonesian term bank loans 105.3 131.6 114.2 102.
Slide 16: Outlook
Outlook Operational performance projected to benefit from continuing improvements to Stone production to provide a significant Cash flow expected to be at good level in productivity and progressively increasing addition to results with sand production 2026 due to current firm crops from currently im
Slide 17: Disclaimer
Disclaimer By accepting and using this presentation, you will be deemed to agree to hold the presentation in strict confidence and to not disclose, redistribute, reproduce, publish, forward, or otherwise divulge any of its contents, electronically or otherwise, whether in whole or in part or directly