Pacific Lime and Cement Limited (PLA) Investor presentation summary

Company overview and leadership

• Operates Papua New Guinea's first integrated lime and cement plant, with a 99-year state lease and a 382Mt long-life resource.

• Market cap of A$240.3M, cash of A$55.0M, and debt of A$14.9M as of December 2025.

• Highly experienced leadership team with backgrounds in major mining, energy, and industrial companies.

Market opportunity and strategic positioning

• Quicklime and cement are critical for industrialisation, with increasing demand in Oceania and Asia-Pacific.

• PNG and Australia are heavily reliant on imports for quicklime and cement, creating a significant supply gap.

• PNG's cement consumption is among the lowest globally, highlighting growth potential.

• Strategic partnership with IFC to support project feasibility, ESG standards, and financing.

Project development and financials

• Multi-phase development underway: quicklime plant (2x600tpd kilns) under construction, with expansion plans for additional kilns and a 1.65Mtpa cement plant.

• Central Lime Project base case: $61M capex, $1,704M revenue, $816M EBITDA, $161M post-tax NPV, 29.2% IRR; expansion case: $119M capex, $4,194M revenue, $2,276M EBITDA, $428M NPV, 36.8% IRR.

• Central Cement Project: $283M capex, $4,176M revenue, $3,048M EBITDA, $339M NPV, 24.3% IRR.

• Fully funded with working capital facility, liquid assets, and cornerstone offtake agreement with Newmont.