Announcement PDF Livium Ltd securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOC) ASX : LIT Australia’s platform for circular material recovery August 2026 2 Disclaimer ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in any jurisdiction except in accordance with the legal requirements applicable in that jurisdiction. Recipients should inform themselves of the restrictions that apply in their own jurisdiction. A failure to do so may result in a violation of securities laws in that jurisdiction. This presentation does not constitute financial product advice and has been prepared without taking into account the recipients’ investment objectives, financial circumstances or particular needs, and the opinions and recommendations in this presentation are not intended to represent recommendations to particular persons. Recipients should seek professional advice when deciding if an investment is appropriate. All securities transactions involve risks, which include, among others, the risk of adverse or unanticipated market, financial or political developments. Certain statements contained in this presentation, including information as to the future financial or operating performance of Livium Ltd (ABN 29 126 129 413) (‘the Company’) and its business and operations, are forward-looking statements. Such forward-looking statements are necessarily based on a number of estimates and assumptions that, while considered reasonable by the Company, are inherently subject to significant technical, business, economic, competitive, political and social uncertainties and contingencies, involve known and unknown risks and uncertainties that could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward-looking statements, and may include, among other things, statements regarding targets, estimates and assumptions in respect of commodity prices, operating costs and results and capital expenditures, or may be, based on assumptions and estimates related to future technical, economic, market, political, social and other conditions. The Company disclaims any intent or obligation to update publicly any forward-looking statements, whether as a result of new information, future events or results or otherwise. The words ‘believe’, ‘expect’, ‘anticipate’, ‘indicate’, ‘contemplate’, ‘target’, ‘plan’, ‘intends’, ‘continue’, ‘budget’, ‘estimate’, ‘may’, ‘will’, ‘schedule’ and other, similar expressions identify forward-looking statements. All forward-looking statements in this presentation are qualified by the foregoing cautionary statements. Investors are cautioned that forward-looking statements are not guarantees of future performance and, accordingly, investors are cautioned not to put undue reliance on forward-looking statements due to the inherent uncertainty therein. Many known and unknown factors could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward-looking statements. Such factors include but are not limited to: competition; ability to meet additional funding requirements; commercialisation risks; development and operating risks; uninsurable risks; risks associated with intellectual property; environmental regulation, permitting and liability; battery management, including fire risk; currency risks; effects of inflation on results of operations; factors relating to title to properties; dependence on key personnel, and share-price volatility. Refer to the Company’s Options prospectus dated 25 November 2025 for additional details regarding key risks facing the Company. They also include unanticipated and unusual events, many of which it is beyond the Company’s ability to control or predict. Whilst care has been exercised in preparing and presenting this presentation, to the maximum extent permitted by law, the Company, and its representatives: ▪ Make no representation, warranty or undertaking, express or implied, as to the adequacy, accuracy, completeness or reasonableness of this presentation; ▪ Accept no responsibility or liability as to the adequacy, accuracy, completeness or reasonableness of this presentation; and ▪ Accept no responsibility for any errors or omissions from this presentation. 3 “Over the past 12 months, we have confirmed Livium’s recycling-centric strategy, with Envirostream at the core of the Group and selected adjacencies providing additional growth opportunities. Our efforts are now focused on progressing the Group toward cash neutrality through disciplined cost management, growth in recycling revenues and resolution of VSPC.” Simon Linge Managing Director & CEO of Livium ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 3 4 Investment Highlights An operating recycling platform positioned for regulatory-driven growth Operating platform EPA-licensed onshore lithium-ion battery recycler with mixed-chemistry processing capability. Market inflection Australian EV / ESS end- of-life battery volumes forecast to grow at ~43% CAGR to 20301. Defensible position Process IP, safety systems, chemistry flexibility, chain-of-custody and established customer channels. Blue-chip customers Established battery relationships across EV and ESS, and industrial markets, including BYD, CATL, LG Energy Solution, and Tesla. Government support Targeted grant funding available to support staged expansion ahead of expected waste volumes. Expansion upside Battery recycling platform extends naturally into black mass, solar, REE and other clean-energy waste streams. ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 1. Battery Market Analysis - The latest market data for the battery industry in Australia: B-cycle (Oct23); Company analysis. 5 Why now / regulatory inflection Regulation is shifting battery recycling from voluntary collection to lifecycle responsibility Volumes are arriving EV / ESS growth and data centre backup batteries are creating recurring end-of-life volumes. Regulation is tightening B-cycle 2.0, NSW stewardship, landfill bans, Basel export controls and EU Battery Passport requirements. Customers need proof Certified disposal, liability transfer, chain-of-custody and transparent material recovery. Livium is positioned Envirostream platform ✓ EPA-licensed processing ✓ National collection infrastructure ✓ Process IP and safety systems ✓ Chain-of-custody capability ✓ Established customer relationships Regulatory markers 2022 B-cycle 1.0 2025 NSW PLR Act 2026 B-cycle 2.0 / NSW 2027 EU Passport Ongoing Landfill bans / Basel Market is moving from “who can take this waste?” to “who can provide compliant, auditable lifecycle management?” Market Shift ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 6 Technology Battery Materials & Chemicals • Proven LFP battery materials technology – First ex-China capable of Gen4 LFP • LieNA® 50:50 JV with MinRes for hard rock lithium processing Core Battery Recycling ▪ Australia’s leading EPA-licensed onshore lithium-ion battery recycler ▪ Derrimut Recycling Hub secured, with potential to materially increase processing capacity on this site. About Livium Expansion Recycling Adjacencies ▪ Black Mass: Iondrive, SungEel HiTech ▪ Solar: Iondrive, Won Kwang S&T, ▪ REE: Iondrive, University of Melbourne Livium is building Australia’s platform for circular material recovery — unlocking critical materials for the battery value chain. ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com Corporate Snapshot Positioned to capture growth in battery and clean-energy waste recycling 7 Notes: 1: As at 5 August 2026 Financial information Share price (5-Aug-26) A$0.009 Shares on issue 2,164m Market capitalisation (5-Aug-26) A$19.5m Cash (30-Jun-26) A$2.3m Shareholder information1 BNP Paribas Nominees Pty Ltd 8.0% Lind Global Fund III LP 4.6% Whale Watch Holdings Limited 3.4% 10 Bolivianos Pty Ltd 3.1% Mr Kenneth Joseph Hall 1.4% Total of above Top 5 shareholders 18.5% Shareholding by staff, executive and board 1.4% Share price (A$) Volume (m) Historical share price performance ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 0.000 0.002 0.004 0.006 0.008 0.010 0.012 0.014 0.016 0.018 0 2 4 6 8 10 12 14 16 18 07/01 14/01 21/01 28/01 04/02 11/02 18/02 25/02 04/03 11/03 18/03 25/03 01/04 08/04 15/04 22/04 29/04 06/05 13/05 20/05 27/05 03/06 10/06 17/06 24/06 01/07 08/07 15/07 22/07 29/07 05/08 35+ years’ experience across a range of national manufacturing and engineering businesses and has significant experience in expanding and developing businesses. 25+ years’ experience focusing on the resources sector, with 15+ years’ experience on boards and committees. 30+ years’ experience as a senior executive across oil and gas, mining and chemical processing sectors. 25+ years of senior management experience within global manufacturing, recycling and engineering services. Phil Thick Non-Executive Director 25+ years’ experience with mineral extraction, mineral exploration, finance and agribusiness. Kristie Young Non-Executive Director Simon Linge Managing Director and CEO Stuart Tarrant Chief Financial Officer Phillip Campbell Non-Executive Chairman Livium Board of Directors Livium Senior Leadership Steven Marshall Chief Operating Officer 10+ years’ experience in the recycling industry with proven commercialisation experience. Board and Management Proven and experienced leadership 8 ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% - 20 40 60 80 100 120 140 160 180 2025 2030 2035 2040 % EV/ESS of Total EOL Batteries EOL Battery Volumes (kT) Forecast (Lead Acid) tonnes Forecast (Mixed) tonnes Market Opportunity: EV / ESS Volume Growth EV / ESS dominate long-term EOL1 battery volume growth with Envirostream positioned to continue to lead market 1. EOL = End of life; 2. Battery Market Analysis - The latest market data for the battery industry in Australia: B-cycle (Oct23); Company analysis; 3. ~4× represents the equivalent compounded five-year growth rate across the 2025–2040 forecast period. Forecast growth in individual five-year periods varies; 4. Based on FY25 EV and ESS volumes estimated in the B-cycle Battery Market Analysis Report (Oct2023) relative to Envirostream collections in FY25 (667 tonnes) Australian EOL Battery Projections by Battery Type2 What are we doing to drive batteries towards Livium? Advancing national expanded plan to localise service offering Providing full transparency to allow client material traceability Upholding high safety and governance standards Working alongside government to enhance regulatory position Expanding Energy Storage Systems (ESS) customer base 9 Envirostream collects only ~20% of estimated waste4 ~4x EV / ESS growth every 5 years3 ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 10 Market Driver Resulting need / waste stream Livium response AI/data centre build-out UPS backup batteries reaching end of life EPA-licensed battery recycling Replacement cycles Lead-acid today, increasing lithium- ion adoption Collection, certified disposal, chain-of- custody Regulation / auditability Operators need compliant onshore solutions Gate fees + downstream critical minerals recovery Data Centres: An emerging ESS opportunity3 1. Prepared by Livium using industry engagement data. Percentages represent Livium’s estimated sector mix of total Australian EOL LIB volumes over the 2026–2030 period (5 Years in total), with aggregate volumes materially aligning to the independent report: Battery Market Analysis (B-cycle, Oct 2023). 2. The chart is indicative of expected industry volumes only; it does not represent contracted Livium volumes or assume that Livium will secure all volumes shown or any specified market share. 3. ASX announcement “Livium Targets Data Centre Battery Recycling Opportunity as AI Infrastructure Investment Accelerates”, dated 25 June 2026. Passenger EV; 14% Commercial EV; 9% Mining / Heavy Industrial EV; 13% Grid scale ESS; 33% Residential ESS; 28% Recalls; 2% Data Centres; 1% Customer Strategy: Target Market Sectors Indicative sector mix has informed growth planning Indicative Five-Year Australian EOL LIB Volume Mix by Sector1,2 ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 11 Industry Tailwinds: Maturing Regulation GLOBAL FRAMEWORK: Basel Convention Australia B-Cycle Scheme 2.0 (New National Scheme) ACCC authorised in November 2025, launch anticipated late 2026 State based e-waste and battery landfill restrictions Scope and timing vary by jurisdiction NSW Product Lifecycle Responsibility Act 2025 Released April 2025 Australia B-Cycle Scheme 1.0 (Current National Scheme) Launched in February 2022 CURRENT AU FRAMEWORK FUTURE AU FRAMEWORKS Mandatory PV Product Stewardship Defined in Productivity Commission Circular Economy Report – TBD NSW Mandatory Battery Stewardship Anticipated launch in October 2026 EU FRAMEWORK: EU Battery Passport “Battery recycling is moving from a fragmented market to a regulated global industry with clear frameworks to govern lifecycle management.” Steven Marshall, Chief Operating Officer, Livium Global treaty regulating the cross-border movement of hazardous waste, including end-of-life batteries. EU digital tracking system providing lifecycle data on batteries to improve transparency and recycling. ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 12 Envirostream: Unique Value Proposition (UVP) Intellectual Property & know-how combined with commercial model provides UVP Collection Storage Manual Preparation Pre-Processing Downstream Sales Waste streams received from customers for a service fee. Stored at facilities using industry leading safety processes. Safe dismantling in preparation for pre-processing. Physical shred, wash, and materials separation. Separated black mass, aluminium, copper, and steel, are sold at market prices. Cycled into the economy Customer volumes Envirostream’s defensible operating platform is created through: Process IP, Chemistry Flexibility, Material Transparency, Water Management, and Fire Safety Standards ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 13 Customer Development: Tier 1 Clientele Strategic Drivers: ▪ Close loop on critical minerals recovery ▪ Getting ahead of regulatory changes ▪ Requirement to win contracts Economic: ▪ Taking control of their own economics before Government imposed costs ▪ Lowering insurance risk and cost ▪ Recycled content requirements from EU ESG: ▪ Lower safety and environmental risk ▪ Demonstrating to end-customers they have solutions ▪ Traceability of life-cycle key to meet ESG goals Increasing Demand for Recycling International & Australian Customer Base *Note: Non-exhaustive client list ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com Livium targets B2B ESS & EV customers with strategic, economic & ESG drivers to recycle 14 Growth: National Expansion Plan1 Accelerating Australian expansion while maintaining first mover advantage ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com Phase 1: VIC EXPANSION ▪ Desired Outcome: Scaled processing and consolidation of Victorian operations. ▪ Project Scope: New equipment for LIB shredding and black mass refining. ▪ LIB Processing Capacity: 10,000 tpa2. Phase 2: ESTABLISH WA ▪ Desired Outcome: Establish capability to service WA customers. ▪ Project Scope: New equipment for collection, sorting, LIB shredding, and black mass production/pre-processing. ▪ LIB Processing Capacity: 10,000 tpa2. Phases 3 & 4: ESTABLISH QLD & NSW ▪ Desired Outcome: Establish capability to service QLD and NSW customers. ▪ Project Scope: New equipment for collection, sorting, LIB shredding, and black mass production/pre-processing. ▪ Capacity: TBD. 1 2 3 4 Expansion is accelerated through: Increased volumes from improved regulation, grant availability, industry participation, and securing of strategic partners 1. Expansion subject to funding, approvals, procurement and commissioning, where applicable. 2. Target nameplate capacity, subject to new equipment and 24/7 operations. Current Proposed 15 PV Recycling US$2.67Bn Global Opportunity by 20342 Black Mass Processing US$51.7Bn Global Opportunity by 20321 Rare Earth Elements US$7.3Bn Global Market by 20303 1. https://www.marketsandmarkets.com/Market-Reports/black-mass-recycling-market-114706852.html; 2. SOLAR PANEL END-OF-LIFE MANAGEMENT IN AUSTRALIA 2023 (UNSW/ACAP); 3. International Energy Agency (IEA) Global Critical Minerals Outlook 2025 (May 25); 4. Business Insider: China rare earths are biggest card trade talks with Trump (June 25); 5. Discovery Alert: Rare Earth Elements in Trade and Tariffs: Geopolitical Implications 2025 (April 25) ✓ Increasing demand for critical materials: Geopolitical shifts underpinning demand ✓ Improved economics: the value chain is helping to drive sustainable earnings growth Adjacencies: Expanding the Recycling Platform Established partnerships with Iondrive, Won Kwang S&T and University of Melbourne ✓ Addressing Rising Waste Volumes: >90kTpa of EOL panels in Australia by 2035 ✓ Low recovery: Only 10% of Australian EOL panels are currently recycled ✓ China dominance: ~90% of the world’s REE supply4, and Chinese export controls ✓ Low recovery: Only 1% of the global REE is currently recycled5 ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 16 Why Invest in Livium An investment case built around operations today, regulatory pull-through and staged growth Operating today Envirostream is already processing large-format lithium-ion batteries, generating customer fees and downstream material revenues. Regulatory pull-through Stewardship, landfill restrictions and traceability requirements are expected to increase demand for compliant onshore recycling. Defensible platform EPA licensing, process IP, safety systems, customer relationships and chain-of-custody create a defensible operating platform. Staged growth pathway VIC consolidation and national expansion plan provides practical milestones as volumes mature. Multiple catalysts Securing of battery recycling customers, increased volumes and revenues, execution of national expansion plan, and progress across the recycling adjacencies. Exposure to domestic circular material recovery at the point regulation, customer demand and critical- minerals security are converging. ASX: LIT | August 2026 | investorhub.liviumcorp.com | www.liviumcorp.com 15 Marwen Drive, Derrimut, Victoria, 3026 T: +61 (0) 3 7017 2656 www.liviumcorp.com Simon.linge@liviumcorp.com Thank You