Pol Le Roux

Career chronology

• From 1 July 2026: Lynas — Interim Chief Executive Officer. Appointment of interim CEO (p. 1)

• Before July 2026: Lynas — Chief Operating Officer before interim CEO. Appointment of interim CEO (p. 1)

• Dates not disclosed: Rhodia/Rhône-Poulenc — Manufacturing, strategy and commercial roles. Our leadership team (Pol Le Roux)

Personal achievements

Reported career and responsibilities

Career prior to and at Lynas · issuer reported · low materiality

Lynas reports 26 years at Rhodia/Rhône-Poulenc and degrees from INSEAD, Grenoble and College Naval Brest. Independent qualification and precise tenure evidence remain incomplete.

Attribution: Individual involvement documented. Past roles and dates are issuer-reported; qualifications not independently verified.

Relevance: Experience relevant to stated senior position.

FY2026 annual report and Appendix 4E (p. 8); Our leadership team (Pol Le Roux)

Contributions and company outcomes

Operating output and profits increased

FY2025–2026 · issuer reported · high materiality

Lynas reported FY2026 ready-for-sale rare-earth oxides of 13,089 tonnes versus 10,462 in FY2025; revenue was A$977.9m versus A$556.5m and net profit A$222.4m versus A$8.0m. Higher rare-earth prices and sales mix also contributed. Le Roux was COO during the financial year and became interim CEO on 1 July 2026.

Attribution: Role overlaps event; causation unproven. Group-wide results reflect market prices and the contributions of many people; no sole personal attribution.

Relevance: Shows operating and financial outcomes in the prior COO period.

FY2026 annual report and Appendix 4E (pp. 1, 5, 17); Appointment of interim CEO (p. 1)

Industrial safety

Safety rates rose on one measure; company figures differ

FY2025–FY2026 · issuer reported · high materiality

The FY2026 annual report reports total recordable injuries at 4.1 per million hours versus 3.6 in FY2025 and lost-time injuries improving from 1.8 to 0.9. The later FY2026 sustainability report narrative states 4.2 while its performance table states 4.1; the discrepancy is unresolved. The company reports zero FY2026 fatalities.

Attribution: Role overlaps event; causation unproven. Le Roux oversaw group operations and HSE as COO, but company-wide rates do not establish personal causation.

Relevance: Relevant to group safety oversight and accuracy of safety reporting.

FY2026 annual report and Appendix 4E (p. 7); FY2026 sustainability report (pp. 18 and 40)

Environmental record

Malaysia licence, waste and disputed water claims

2018–October 2026 · disputed · high materiality

Malaysia renewed Lynas’s operating licence for ten years from 3 March 2026, with a five-year review and requirements to end radioactive residue generation and treat covered residue below 1 Bq/g. A 2026 media article alleges contamination of Sungai Balok; a 2024 parliamentary report said the environmental agency found no evidence attributing river pollution to Lynas, and Lynas disputed radionuclide claims in 2023. These statements address different periods and are not a definitive resolution. On 26 October 2026 the minister reported the disposal facility 77% complete at 31 August, with 1.45m tonnes transferred.

Attribution: Role overlaps event; causation unproven. Ahmad managed Malaysia operations and Le Roux was COO, but the conflicting sources do not establish personal wrongdoing or the cause of river pollution.

Relevance: Important environmental oversight and licence condition.

2026 Lynas Malaysia operating licence renewal (renewal and treatment conditions); Balok plant and river concerns (Sungai Balok claims and company response); Parliament report on Lynas residue management (pp. 6–7 agency monitoring); Lynas refutes radionuclide claims (company statement); Permanent disposal facility project update (minister’s October statement)

Governance and interests

Site leadership requires further reconciliation

2021–October 2026 · documented · medium materiality

Lynas’s 2025 signed compliance reports identify Chris Torrisi as resource development and operations EGM and Marcelle Watson as Kalgoorlie site senior executive; its February 2026 investor presentation also identifies Watson as geology manager. Their precise continuing titles at the cutoff are not independently established. Lynas’s undated leadership page lists Kam Leung as a current VP even though its 2021 presentation reports his retirement effective 31 December 2021.

Attribution: Role overlaps event; causation unproven. No assertion is made that Leung returned or that the site leaders departed.

Relevance: Highlights reliability limits in public leadership sources.

Mt Weld 2024 compliance assessment report (p. 10); Lynas FY26 half-year investor presentation (p. 21); 2021 Lynas investor presentation (p. 25); Our leadership team (Kam Leung)

Former US leadership and changed project plan

2026 · documented · medium materiality

A September 2026 industry report describes Vivienne Powe as a former Lynas USA CEO; her exact end date and any successor were not verified. Lynas’s FY2026 annual report says funding previously intended for a Texas heavy-rare-earth facility was reallocated to a US supply agreement and the Texas facility would not proceed.

Attribution: Role overlaps event; causation unproven. The sources establish a change in project direction and a reported past role, not the reason for a personal departure or personal responsibility.

Relevance: Relevant to succession and the US project transition.

VBX project and management update (leadership update); FY2026 annual report and Appendix 4E (p. 19, Lynas USA)

Evidence gaps

• Independent credentials, exact past-employer dates, full business outcomes and original court/regulator records are not comprehensively verified.

• Open-web screening is not an exhaustive criminal, sanctions or professional clearance.

• Targeted person, prior-employer and regulator/court searches are incomplete; the earlier repeated broad-query log could not be independently reconstructed from the preserved checkpoint.