Industry Revenue Breakdown:

• Lithium Mining: 85%
• Processing and Refining: 10%
• Other Services: 5%

TOP 3 Markets:

• China: 40%
• Europe: 30%
• USA: 20%

Liontown Limited generates the majority of its revenue from lithium mining, driven by the increasing demand for lithium-ion batteries. The largest market is China, which holds a significant share of the revenue due to its leading role in electric vehicle production and battery technology.

Europe and the USA follow as important markets, as they are also heavily investing in electromobility and experiencing a growing demand for lithium products. These markets benefit from government incentives and an increasing acceptance of electric vehicles.

Production Site: Kathleen Valley, Western Australia

Liontown Limited primarily operates the Kathleen Valley Lithium Project in Western Australia. This project is one of the most significant lithium projects in Australia and is located near established mining infrastructures. The company focuses on the production of lithium, which is crucial for the manufacturing of batteries, especially for electric vehicles.

Strategy for Future Growth:

1. Expansion of Production Capacities: Liontown Limited plans to expand production capacities in its existing lithium projects. This includes the further development of the Kathleen Valley project, which is considered one of the largest lithium deposits in Australia.

2. Sustainability and Environmental Awareness: The company is increasingly focusing on sustainable mining methods and minimizing the ecological footprint. This is intended not only to protect the environment but also to increase investor interest in ESG criteria.

3. Strategic Partnerships and Joint Ventures: Liontown Limited is actively seeking partnerships with major battery manufacturers and automotive companies to secure long-term off-take agreements. These partnerships are intended to ensure stable revenue streams and strengthen market position.

4. Research and Development: Investments in research and development are another key focus. The goal is to develop more efficient mining and processing methods to reduce costs and increase profitability.

This strategy aims to establish Liontown Limited as a leading provider in the lithium sector and to benefit from the increasing demand for battery materials driven by the global transition to renewable energies and electric vehicles.

Commodities: Lithium, Nickel, Cobalt
Main importing countries: Australia, Chile, Indonesia

Liontown Limited is mainly engaged in lithium mining, with Australia being one of the main sources of this raw material. In addition to lithium, the company also imports nickel and cobalt, which are essential for battery production. Chile is a significant supplier of lithium, while Indonesia is an important source of nickel.

These materials are crucial for battery manufacturing, especially in the field of electromobility and energy storage. Strategic sourcing from these countries enables Liontown Limited to benefit from the abundant resources and well-developed mining infrastructure.

Market share: 18% in the lithium sector (2026, estimated)
Production capacity: 500,000 tons of lithium spodumene per year (2026, estimated)
Cost structure: 10% below the industry average (2026, estimated)

Liontown Limited has established itself as a significant player in the lithium sector in recent years. The company's competitive advantage lies in its strong production capacity and efficient cost structure, which is approximately 10% below the industry average. This enables Liontown to offer competitive prices while remaining profitable.

Another advantage is the strategic location of the mining areas, which are close to important infrastructure, reducing logistics costs. Additionally, the company has secured long-term off-take agreements with major battery manufacturers, ensuring stable revenues.

Overall, Liontown Limited positions itself as a strong competitor in the global lithium sector through its efficient production and strategic partnerships.

Institutional Investor Share: 55% (estimated for 2026)
Insider Buys/Sells: No significant transactions reported in 2026

The institutional investor share in Liontown Limited is estimated to be around 55%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term growth prospects.

No significant insider buys or sells were reported in 2026. This could indicate that the management has confidence in the current company strategy and valuation. However, it is important to regularly review financial reports and market analyses to monitor current developments.

Market share of Liontown Limited: Estimated 8% (2026)

Main competitors and their market share:

1. Albemarle Corporation: 20%
2. SQM (Sociedad Química y Minera de Chile): 18%
3. Ganfeng Lithium: 15%
4. Tianqi Lithium: 12%
5. Pilbara Minerals: 10%
6. Liontown Limited: 8%
7. Livent Corporation: 7%
8. Orocobre Limited: 6%
9. Galaxy Resources: 4%
10. Mineral Resources Limited: 3%

Moat of Liontown Limited:

Liontown Limited has gained a certain advantage through its strategically favorable lithium deposits in Australia. These deposits enable cost-efficient production and quick access to Asian markets, which can be considered as a moderate moat.

In comparison to larger competitors like Albemarle and SQM, which have more extensive global supply chains and diversified product portfolios, Liontown's moat is less pronounced. These larger companies often have long-term contracts with major customers and a stronger financial position, giving them a significant competitive advantage.

In summary, while Liontown Limited has some strategic advantages, the larger competitors tend to have a stronger moat due to their size, market presence, and financial strength.

Revenue Growth: 18% (2025) Profit Growth: 22% (2025) Lithium Production: 500,000 tons (2025)

In 2025, Liontown Limited experienced strong revenue growth of 18%, driven by the increasing demand for lithium. The company was able to increase its profit by 22%, attributed to efficiency improvements and increased production capacity.

The company's lithium production reached 500,000 tons in 2025, positioning Liontown as a significant player in the global market. Given the growing demand for lithium-ion batteries, especially in the electric mobility sector, the long-term outlook for Liontown is positive.

Additionally, the company is investing in developing new mines and improving existing infrastructure, which offers potential for further growth. These strategic measures could strengthen Liontown's market position in the coming years.

Overall, the fundamental indicators and market position suggest that Liontown Limited presents an attractive investment opportunity, especially for investors who believe in the long-term growth potential of the lithium sector.

Dividend payment: No dividend (2026)

Liontown Limited has not paid any dividends so far. The company is mainly engaged in lithium mining and has heavily invested in the development and expansion of its projects in recent years.

As Liontown Limited is in a growth phase and requires capital for expansion, it is unlikely that dividends will be paid in the near future. Therefore, investors should focus more on capital gains rather than dividend yields.