June 2026 Quarterly Presentation

• Safety metrics improved significantly with 200 days recordable injury free
• Greenbushes finished FY26 at top end of revised production guidance
• Nova achieved FY26 production ahead of guidance and below cost
• FY26 sales revenue up 18% to $141M due to higher copper sales and prices
• Net cash increased by 18% to $387M

IGO Ltd's June 2026 Quarterly Presentation highlighted significant improvements in safety metrics, with 200 days recordable injury free and a 63% reduction in the Total Recordable Injury Frequency Rate (TRIFR) to 3.7. Greenbushes finished FY26 at the top end of revised production guidance, while Nova achieved FY26 production ahead of guidance and below cost. The company reported a 18% increase in sales revenue to $141M, driven by higher copper sales and prices. Group Underlying EBITDA for 4Q26 was $118M, and net cash increased by 18% to $387M. The company also provided FY27 guidance, including spodumene production, cash costs, and capital expenditure for Greenbushes and Nova.

FY27 Guidance: Greenbushes spodumene production 1,550-1,750kt, cash cost 380-440A$/t, capex 250-300M; Nova nickel production 19,000-20,000t, copper production 8,500-9,500t, cash cost 4.25-5.00A$/lb

IGO Ltd anticipates a strong performance in FY27, with disciplined portfolio management, growth opportunities through exploration and partnerships, and a focus on safety and operational excellence.