Impact Minerals (IPT) investor relations material

Executive summary

• Advanced from explorer to vertically integrated, downstream-focused high purity alumina (HPA) business, leveraging proprietary process technology and strategic partnerships.

• Completed Pre-Feasibility Study (PFS) for Lake Hope HPA Project, acquired 50% of Alluminous Pty Ltd and its HiPurA® process, and secured a joint venture with Kuniko Limited for the Commonwealth Project.

• Renewed exploration focus at Broken Hill and ongoing work at Southern Sky JV, with new executive appointment to support transition to production.

Financial highlights

• Operating loss after tax of $3,596,309 for the half-year ended 31 December 2025, compared to $2,724,516 loss in the prior year period.

• Net assets increased to $12,976,362 as of 31 December 2025, up from $11,411,762 at 30 June 2025.

• Cash and cash equivalents of $2,321,624 at period end, down from $2,451,240 at 30 June 2025.

• Basic loss per share was (0.86) cents, compared to (0.89) cents in the prior year period.

Outlook and guidance

• Focus on building a vertically integrated HPA business, unlocking value from exploration portfolio, and transitioning from developer to producer.

• Near-term priorities include pilot plant optimisation, offtake discussions, and advancing commercial outcomes from technical progress.