Delta Lithium (DLI) Corporate presentation summary

Corporate overview and capital structure

• Market capitalization of A$168M, with A$54M in cash and an enterprise value between A$114M and A$133M as of February 2026.

• Major shareholders include Mineral Resources (22.9%), Idemitsu (12.0%), and Hancock Prospecting (11.4%).

• 717.4 million shares on issue, with 9.9 million performance rights and 2.0 million options outstanding.

• Board and management hold 1.5% of shares, with other investors holding 41.5%.

Leadership and strategic direction

• Board comprises experienced mining professionals with backgrounds in project delivery, risk management, and corporate strategy.

• Focus on capital allocation, cash preservation, and developing operating mines.

• Open to value-adding acquisitions and leveraging gold project development synergies.

Key projects and resources

• Two main projects: Mt Ida (14.8Mt @ 1.2% Li₂O, 170ppm Ta₂O₅, 0.42% Rb₂O) and Yinnetharra (21.9Mt @ 1.0% Li₂O, 39.4Mt @ 102ppm Ta₂O₅).

• Total group lithium resource: 36.7Mt @ 1.1% Li₂O; tantalum: 54.2Mt @ 121ppm Ta₂O₅; rubidium: 14.8Mt @ 0.42% Rb₂O.

• All resources on granted mining leases, fully permitted for open pit and underground mining.