Impact Minerals (IPT) investor relations material

Executive summary

• FY26 strategy centred on advancing Lake Hope HPA while funding metals exploration through partnerships; completed acquisition of an 80% Lake Hope interest and progressed a co-funded pilot programme.

• Consolidated loss narrowed to $4.89m from $9.02m; year-end cash was $2.09m, and the auditor highlighted material uncertainty over going concern due to further funding needs.

Financial highlights

• FY26 operating revenue was $103,305 versus $78,917; other income was $312,274 versus $546,874.

• Loss from continuing operations was $4.89m, down from $9.02m; total comprehensive loss was $5.04m versus $8.99m.

• Exploration impairment was $1.99m versus $5.56m; a further $1.19m impairment related to assets held for sale in FY25.

• Operating cash outflow increased to $2.04m from $1.38m; investing outflow was $3.99m, while financing inflow was $5.66m.

Outlook and guidance

• Lake Hope advanced from PFS toward DFS; pilot work, vendor qualification, mining studies and environmental monitoring were progressing toward feasibility milestones.

• Salmon Gums Scoping Study work progressed at a nominal 50,000 tonnes per annum potash rate; financial modelling was scheduled to commence in August 2026, with a maiden resource estimate expected later in 2026.

• Alluminous was progressing a Scoping Study for a nominal 2,000-tonne-per-annum facility, including a potential US facility; continuous pilot operation was its next key performance indicator.

• Directors expected further capital to support planned operations; post-year-end rights issue proceeds totalled $2.21m before costs by 18 September 2026.