Dalrymple Bay Infrastructure Ltd. · ASX:DBI
Dalrymple Bay Infrastructure — Investor Presentation (November 2025)
20 slides from Dalrymple Bay Infrastructure's investor presentation, Nov 20, 2025
Slide 1: Investor Presentation Dalrymple Bay Terminal Site Visit
ASX Announcement 20 November 2025 Investor Presentation Dalrymple Bay Terminal Site Visit Dalrymple Bay Infrastructure Limited (ASX:DBI) (“DBI” or “The Company”) releases today the attached Investor Presentation that will be presented during a Dalrymple Bay Terminal Site Visit on 20 November 2025. -
Slide 2: Dalrymple Bay Terminal Site Visit
Dalrymple Bay Terminal Site Visit November 2025
Slide 3: Dalrymple Bay Terminal (DBT)
Dalrymple Bay Terminal (DBT) #1 Largest global metallurgical coal export facility1 14% DBT share of CY2024 global seaborne met coal exports2 84.2mt Fully contracted volume on a 100% take or pay basis3 81% Of DBT’s revenue from predominantly met coal mines4 75 years Lease term to 21005 21 Mines acces
Slide 4: History of DBT
History of DBT The terminal was commissioned in 1983 and is located within the Port of Hay Point, approximately 38km south of Mackay and 900km north of Brisbane Incremental Terminal • Since being established in 1983, DBT has expanded over seven different Expansion Phase Date Capacity (Mtpa) Capacity
Slide 5: DBT is strategically positioned to unlock high quality Bowen Basin coal reserves
DBT is strategically positioned to unlock high quality Bowen Basin coal reserves Global demand for coking coal expected to be satisfied by Production Capacity of the DBT Catchment and Broader Bowen Basin (Mtpa) increased Australian exports Mt Current and prospective customers of DBCT1 95 23 19 492 -
Slide 6: The Dalrymple Bay Terminal, Services Predominantly Metallurgical Coal Mines in the Bowen Basin
The Dalrymple Bay Terminal, Services Predominantly Metallurgical Coal Mines in the Bowen Basin DBI Asset Location DBI Customer Base1 Customer2 Mine Anglo American German Creek, Moranbah North, Grosvenor Bowen Coking Coal Broadmeadow East Fitzroy Australia Resources Carborough Downs, Broadlea Glencor
Slide 7: Terminal Capacity and Contracts
Terminal Capacity and Contracts DBT is fully contracted at 84.2Mtpa to 2028 Contracted Capacity1, 2 • Customers access DBT via take or pay contracts • Customers have evergreen extension options which must be exercised at least 12 months prior to expiry 13.25 of the then current term. If exercised fo
Slide 8: Queensland Coal Ports
Queensland Coal Ports DBT provides a low cost export pathway for central Bowen Basin mines Owner/ Capacity Coal Regions Terminal Ownership Structure Location (Mtpa) Access Status Served Comment DBT DBI Hay Point 84.2 Multi- Central Bowen Fully contracted to 84.2Mtpa to Open access Basin June 2028. H
Slide 9: DBT Stakeholders
DBT Stakeholders DBT’s operational framework reflects a broad set of stakeholder relationships along the export value chain Queensland Government 1 Queensland Competition Authority (QCA) – Independent Queensland State Government entity QCA Act Plant Land Owner Owner that administers the regulation o
Slide 10: Roles and Responsibilities
Roles and Responsibilities By contracting day-to-day operations to an entity owned by a subset of customers, DBI minimises its operational complexity and risk Regulatory compliance Non-expansionary Capital Works (NECAP) Terminal expansion Managing customer and access seeker relationships Maintaining
Slide 11: DBT Site Layout
DBT Site Layout DBT covers approximately 3,504,800m2 Infrastructure Description 1 Inloading • Three rail inloading systems feeding three conveyor paths, transferring coal to the stockyard at up to 8,100tph 2 Stockyard • Stores coal received from inloading before being reclaimed to be shipped • Servi
Slide 12: Inloading
Inloading DBT’s inloading systems are the interface between external coal delivery and DBI’s stockyard • Trains arrive via 3 rail operators – Aurizon Operations, Pacific National and OneRail • DBT has three rail inloading systems • 2 x 5,500tph • 1 x 8,100tph • Combined daily capacity of 307,500t •
Slide 13: Stockyard
Stockyard The stockyard is utilised to manage customers coal deliveries and assemble cargoes prior to shipping • 7 and 1/2 stockyard rows with nominal capacity of 2Mt • Coal is stacked into stockpiles 13.2 metres high and c.43 metres long • Full cargo assembly operation. Average residence time of co
Slide 14: Outloading
Outloading The outloading systems transport coal from stockyard to the shiploader. Surge bins provide a buffer to manage coal flow and optimise shiploading • 3 outload systems (conveyors and shiploaders) • Transport coal to the shiploaders at up to 8,650 tph • Outloaders have some redundancy and can
Slide 15: Offshore
Offshore Shiploaders service four berths • 3.8km long jetty supports three conveyor gantries and two roadways • 3 shiploaders individual average design rates of up to 8,650 tph • 4 shipping berths capable of mooring 220,000 dwt Capesize vessels • Allows for three vessels to be loaded simultaneously
Slide 16: Non-Expansion Capital Expenditure (NECAP)
Non-Expansion Capital Expenditure (NECAP) Investment in NECAP contributes to an uplift in TIC • NECAP refers to capital works undertaken to maintain DBT to an NECAP Summary Status Report at 1 July 2025 appropriate standard at its current rated capacity and includes both ongoing sustaining capex and
Slide 17: 8X Expansion Works
8X Expansion Works Capacity expansion project within the existing terminal footprint that can be delivered in phases to meet customer demand • 8X is a well-defined pathway to 99.1Mtpa of contracted 8X Expansion works capacity • All primary environmental approvals have been secured • 8X is expected t
Slide 18: Appendices
Appendices 17
Slide 19: Glossary
Glossary $ Australian Dollar unless otherwise stated FEL Front-End Loading /t Per metric tonne FFO Funds From Operations means EBITDA less net interest expense and less any 8X Project Expansion program to bring terminal capacity to 99.1Mtpa cash tax payable. AME AME Mineral Economics Pty Ltd Group D
Slide 20: Disclaimer and Important Notices
Disclaimer and Important Notices This presentation has been prepared by Dalrymple Bay Infrastructure Limited ACN 643 302 032 (DBI or the Company). Financial data Summary Information All figures in the presentation are Australian dollars ($ or A$) unless stated otherwise. This presentation contains s
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