Annual Meeting Presentation by CEO

Annual Shareholders
Meeting
13 August 2026

Important Information and Disclaimer
General information
This document is authorised for release by the board of directors of Taiko Critical Minerals Limited (Tāiko).
General disclaimer
This presentation contains forward-looking statements. Forward-looking statements often include words such as
“anticipate”, “expect”, “intend”, “plan”, “believe”, “guidance” or similar words in connection with discussions of future
operating or financial performance. These forward-looking statements are based on management and directors’
current expectations and assumptions regarding Tāiko’s businesses and performance, the economy and other future
conditions, circumstances and results. As with any projection or forecast, forward-looking statements are inherently
susceptible to uncertainty and changes in circumstances, many of which are out of the control of Taiko and its
directors. Taiko’s actual results may vary materially from those expressed or implied in its forward-looking
statements. While Tāiko considers these expectations and assumptions to be reasonable, investors should note that
the development of the project is subject to a number of key factors, including the completion of technical studies,
securing funding and obtaining required regulatory approvals. There can be no assurance that these factors will be
satisfied. Taiko, its directors, employees and/or shareholders shall have no liability whatsoever to any person for any
loss arising from this presentation or any information supplied in connection with it. Tāiko is under no obligation to
update this presentation, or the information contained in it after it has been released. No part of this presentation, or
the receipt of it by any person, constitutes an offer or part of an offer of financial products or securities or any of the
assets described in this presentation. This is not a product disclosure statement or any other form of disclosure
document under any applicable law and does not and will not form any part of any contract for the acquisition of
shares in Tāiko. This presentation does not grant any recipient exclusivity. Nothing in this presentation constitutes
financial, legal, tax or other advice.
Project development and timing
Any references to development pathways, timelines, production targets or commercial outcomes are indicative only
and are based on current expectations. Actual timing and outcomes may vary depending on technical, regulatory,
funding and market conditions.
Financial information
Any financial information included in this presentation (including any references to net present value (NPV), internal
rate of return (IRR), capital expenditure or payback periods) is based on preliminary or draft studies, including the
2022 draft Preliminary Feasibility Study, and is provided for illustrative purposes only. Such information should not be
relied upon as a definitive assessment of the project’s economic viability.
Mineral Resources Estimates
All references to mineral resource estimates should be read in conjunction with Taiko’s NZX announcement – “Listing
Profile – Taiko Critical Minerals Limited” reported on 5 March 2026 and the RSC report titled Initial Mineral Resource
Estimate for the Barrytown Critical Minerals Project -20 January 2026, completed by RSC under the supervision of Mr
Rene Sterk, which can be found at www.taikocm.co.nz/mineral-resource-information - Mineral Resource Statement
(MRS). All disclosures made in this document with reference to mineral resources estimates are quoted as per those
documents. Taiko confirms that it is not aware of any new information or data that will or may materially affect the
information included in this market announcement. In the case of mineral resource estimates, all material
assumptions and technical parameters underpinning the estimates continue to apply and have not materially changed
since the 20 January 2026 report or the 5 March 2026 announcement.
Competent Person
The information in this presentation that relates to mineral resources is based on work completed by RSC under the
supervision of Mr René Sterk, a Competent Person who is a Fellow and a Chartered Professional with the
Australasian Institute of Mining and Metallurgy (AusIMM) and a Registered Professional Geologist with the AIG. He is
a full-time employee and principal geologist of RSC. René holds an MSc in structural geology and tectonics from the
Vrije Universiteit Amsterdam (2002) and is the managing director of RSC. He specialises in resource estimation,
grade control, reconciliation, QA/QC and successful sampling and has a strong skill set in exploration management
for gold and base metals. René is recognised under the JORC Code as a Competent Person for gold (alluvial, shear-
zone and porphyry), base metals, seabed mineralisation, and industrial minerals (ilmenite sand, garnet sand,
diatomite). René is the principal author of many Canadian NI 43-101 and JORC resource and exploration studies and
has assisted clients with exploration programmes for these and other projects. He has practised continuously as a
mining geologist, exploration geologist, manager and consultant for mining and exploration firms in a range of
commodities since 2003. Mr Sterk has sufficient experience that is relevant to the style of mineralisation and type of
deposit under consideration and to the activity being undertaken to qualify as a Competent Person as defined in the
2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’
(JORC Code, 2012).
Public disclosures
This presentation should be read in conjunction with Tāiko’s NZX announcements. It is not intended to provide a
comprehensive overview of all material information relating to Tāiko and should not be relied upon as a substitute for
those disclosures.

Highlights — a year of progress
•Listing on NZX in March - considerable increase in shareholder value
•Market cap: $38m to $124m (at close on 11 August 2026)
•+20 year mine life: secured by land access agreements and property purchases, andmineral
resource quantity and quality
•Fast Track application: expert panel appointed, decision date 8 December 2026
•Interim capital raise: $7m Private Placement over-subscribed, SPP on the same terms
•Government support: $20m funding offer for Wet Concentrator Plant

•Mining Permit MP 60875 1250ha
•Exploration Permit EP 60917 245ha
•Land Access Agreements 388ha
•Property Purchase Agreements 606ha
•Fast Track Application Area 286ha
•Resource Consents Granted – secures
Mine to Market strategy
–Coates South
–Wet Concentrator Plant
–Mineral Separation Plant
Project Overview

11,000 metres of drilling completed – Current exceptional results:
Extensive drilling
Source – NZX:TCM Mineral Resource Statement 13 May 2026
Deposit
Mass
(Mt)
Sand
4

(%)
Sand
(Mt)
In-Situ Grade
5
(%)Material Content
8
(kt)
Ilm.Gar.Zir.VHMTHMIlm.Gar.Zir.VHMTHM
Canoe
Creek
3.464.72.214.217.70.332.341.131539077129,08
Barrytown
Farms
13.578.510.68.411.30.219.926.41,1401,530252,6903,570
Coates
South
8.4167.45.75.17.20.0912.419.743060681,0441,659
Total25.372.918.410.213.70.224.133.21,8822,525404,4476,137
Pending results:
Cargill South – 2,900 metres of drilling completed, testing and
reporting to JORC Measured and Indicated and
Inferred Category underway

Critical Mineral Uses
Critical minerals –
essential for everyday life
Ilmenite source of titanium used in: paint and
plastic products, medical devices
Garnet used in: waterjet cutting for high tech
production in aerospace, automotive,
electronics
Zircon used in: ceramic sanitary-ware,
high temperature heat shields
REE used in: renewable energy,
consumer electronics, medical devices

What’s ahead
Today
NZX Listed
Fast Track lodged
Core mining blocks
secured
Mineral Resource
upgrade
2027
construction and
commissioning of
extraction and
separation facilities
2028
commercial
production of NZ’s
critical minerals
production project
◉◉◉◉
*Dates are indicative only and subject to change dependent on DFS, funding and approvals
2026
Fast Track decision
Project funding

Community, environment & legacy
•8 ½ years
community & iwi
•Continuous
rehabilitation of
pasture and
wetlands
•A legacy for the
West Coast

Thank you