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Zeotech (ZEO) investor relations material

Zeotech AGM 2025 Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 Presentation summary27 Nov, 2025

Corporate overview and financials

  • Market capitalization stands at $168 million, with a cash position of $13.74 million as of September 2025.

  • Share price ranged from $0.04 to $0.11 over the past year, with 2.05 billion shares on issue.

  • Recent $13 million placement completed to strengthen financial position.

Toondoon Kaolin Project and DSO offtake

  • Secured a $200 million binding offtake agreement with Jiangsu Mineral Sources International for 950,000 tonnes of DSO kaolin over five years.

  • Holds Australia’s largest DSO kaolin offtake and highest-grade known raw ore kaolin resource under an approved mining lease.

  • Low CapEx and <1 year payback expected, with robust margins averaging over 45%.

  • Mining approvals, infrastructure, and environmental plans progressing for first shipment to MSI China.

AusPozz™ Project and market opportunity

  • Preliminary Feasibility Study (PFS) confirms economic viability, with 300,000 tpa production from Train 1 and potential to double capacity.

  • Project NPV of $406 million, 42% IRR, and $1.6 billion EBITDA over 20 years.

  • AusPozz™ offers 79% lower embodied carbon than cement, >50% strength gain, and improved durability.

  • Addressable market includes 30 million m³ of concrete annually in Australia, with strong legislative drivers for low-carbon solutions.

  • MOUs and LOIs in place with major industry partners including Cement Australia, Laing O'Rourke, and Bisley Group.

DSO Kaolin payback and margin expectations
AusPozz commercialization pathway and timeline
ACCU generation progress for zeoteCH®
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Frequently asked questions

Zeotech Limited is an Australian company engaged in the development and commercialization of zeolite-based technologies. The company focuses on producing advanced materials derived from zeolites, which have applications in environmental remediation, agricultural enhancement, and industrial processes. The company is headquartered in Brisbane, Australia, and its shares are listed on the ASX.

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