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1 Notice to ASX Diamonds & Minerals investor roadshow 7 September 2015 Attached is a presentation given today by Alan Davies, Rio Tinto chief executive Diamonds & Minerals as part of an investor roadshow commencing in Australia. The presentation will also be available on Rio Tinto s website at: Vaughn Walton Assistant Company Secretary Rio Tinto plc 6 St James s Square, London SW1Y 4AD United Kingdom T Registered in England No Tim Paine Joint Company Secretary Rio Tinto Limited 120 Collins Street Melbourne 3000 Australia T Registered in Australia ABN

2 September 2015 Sydney Well positioned for consumer driven growth Alan Davies, chief executive, Diamonds & Minerals

3 Cautionary statement 2 This presentation has been prepared by Rio Tinto plc and Rio Tinto Limited ( Rio Tinto ). By accessing/attending this presentation you acknowledge that you have read and understood the following statement. Forward-looking statements This document contains certain forward-looking statements with respect to the financial condition, results of operations and business of the Rio Tinto Group. These statements are forward-looking statements within the meaning of Section 27A of the US Securities Act of 1933, and Section 21E of the US Securities Exchange Act of The words intend, aim, project, anticipate, estimate, plan, believes, expects, may, should, will, target, set to or similar expressions, commonly identify such forward-looking statements. Examples of forward-looking statements include those regarding estimated ore reserves, anticipated production or construction dates, costs, outputs and productive lives of assets or similar factors. Forward-looking statements involve known and unknown risks, uncertainties, assumptions and other factors set forth in this presentation. For example, future ore reserves will be based in part on market prices that may vary significantly from current levels. These may materially affect the timing and feasibility of particular developments. Other factors include the ability to produce and transport products profitably, demand for our products, changes to the assumptions regarding the recoverable value of our tangible and intangible assets, the effect of foreign currency exchange rates on market prices and operating costs, and activities by governmental authorities, such as changes in taxation or regulation, and political uncertainty. In light of these risks, uncertainties and assumptions, actual results could be materially different from projected future results expressed or implied by these forward-looking statements which speak only as to the date of this presentation. Except as required by applicable regulations or by law, the Rio Tinto Group does not undertake any obligation to publicly update or revise any forward-looking statements, whether as a result of new information or future events. The Group cannot guarantee that its forward-looking statements will not differ materially from actual results. In this presentation all figures are US dollars unless stated otherwise. Disclaimer Neither this presentation, nor the question and answer session, nor any part thereof, may be recorded, transcribed, distributed, published or reproduced in any form, except as permitted by Rio Tinto. By accessing/ attending this presentation, you agree with the foregoing and, upon request, you will promptly return any records or transcripts at the presentation without retaining any copies. This presentation contains a number of non-ifrs financial measures. Rio Tinto management considers these to be key financial performance indicators of the business and they are defined and/or reconciled in Rio Tinto s annual results press release and/or Annual report.

4 Diamonds & Minerals: delivering strong margins 3 Well positioned for consumer-driven growth Diamonds Borates Titanium Dioxide Salt & Uranium 44% EBITDA margins 42% FOB EBITDA margins 27% FOB EBITDA margins 26% FOB EBITDA margins in salt Argyle underground ramp up continues through 2015 Stable borate demand as increased Asian demand offsets lower European demand Softer market conditions as industry absorbs feedstock inventories Uranium facing challenging market A21 pipe project at Diavik underway MDDK processing plant completed in of 9 furnaces at RTFT currently taken offline ERA mining stockpiles and rehabilitating Ranger mine

5 Delivering on our promises 4 Improve Reducing costs US$708 million Strengthen Reducing capex US$898 million Deliver Increasing free cash flow Year on year gross controllable operating, exploration & evaluation cost reductions January 2013 to June Reducing working capital US$829 million Reduction to H since Jan Year on year capex reductions January 2013 to June Progressing high value projects A21 Argyle MDDK MDDK Zulti South FS Simandou FS US$1,542 million Year on year increases to free cash flow since FY 2014 vs FY 2012 and H vs H gross controllable operating, exploration and evaluation cost reductions. Excludes Simandou and includes volume impacts. 2 Reported December 2012 trade working capital vs reported June 2015 trade working capital. Excludes Simandou. 3 FY 2014 vs FY 2012 and H vs H reductions in capital expenditure. Excludes Simandou, includes EAU capex. 4 FY 2014 vs FY 2012 and H vs H increases in free cash flow. Excludes Simandou.

6 Well positioned for consumer-driven growth 5 Mid-to-late cycle demand trajectories Indexed Driven by consumption Chinese urban households* (percentage) Affluent Upper Middle Class Poor & Mass Middle Class E TiO2 feedstocks Salt (Asia only) Refined borates Diamond jewellery Zircon Uranium Geared to demand growth in later stages of economic development Supported by increasing per capita incomes in emerging economies Uranium growth mainly driven by reactor build in China Source: Rio Tinto estimates Expanding Chinese urban middle class fuelling consumer-driven growth Chinese urbanisation rates to increase from ~55% to ~65% by 2025 *Income classes by average annual household income. Source: McKinsey Insights China - Macroeconomic model update, April 2012; Rio Tinto estimates

7 Strong market position in attractive industries 6 TiO 2 feedstock demand and supply 000 TiO 2 units 10,000 9,000 8,000 7,000 6,000 5,000 4,000 RT share of 2014 sales High-grade chloride 49% 1,250 20% High-grade sulphate Zircon demand and supply 000 tonnes 41% 750 ~4% CAGR ~3% CAGR ~4% CAGR 500 ~3% CAGR ,000 1,750 1,500 1,000 RT share of 2014 sales Demand Supply Inventory Demand Supply Inventory Refined borates demand and supply Diamond demand and supply 000 tonnes B 2 O 3 Indexed ~4% ~4% CAGR CAGR RT share of 2014 sales 40% 5-mol 25% Boric Acid ~4% CAGR RT share of 2014 production (*volume) 11%* Demand Supply Demand Supply Note: Forecast CAGR figures are for demand growth over the period. Source: Rio Tinto estimates.

8 Maximising value through customer and market orientation 7 Fashion jewellery Argyle Pink Diamonds Global marketer with integrated mine-tomarket capabilities Value-based pricing Diversified geographic, customer and product mix Commercial excellence driven by market insight Creating new markets for our products e.g. fashion jewellery Creating new demand through developing new applications using our deep technical insights e.g. borates in wood preservation Track record of value creation e.g. pink diamonds tender Technology Centre, Suzhou

9 Demand-led operating philosophy 8 TiO2 production Excludes Rutile Million tonnes. Data presented on a RT share basis Zircon production Indexed Data reflected at a 100% basis mt * Diamond production Million carats. Data presented on a RT share basis 1.0 to 1.1mt * 2014 TiO2 feedstock production back to 2011 level. Aligning production to market demand Two furnaces at Sorel taken offline Furnaces running to optimise peak power periods Continue to flex UGS production Temporary shut downs at Havre-Saint- Pierre and QMM 2014 borates production back to 2011 level Diamond underground production continues at Diavik and Argyle volumes ramping up Diamonds business works with value chain to secure optimal placement for products in slow market Diamonds business well positioned to take advantage of medium term recovery Argyle Diavik Murowa *Forecast data

10 Maximising ore value through product portfolio 9 Production breakdown, 2014 Percentage of product tonnes Wide range of TiO2 feedstock options for - Multiple chloride and sulphate slags - Upgraded slag (UGS) - Rutile - Chloride Ilmenite 0% 20% 40% 60% 80% 100% Revenue breakdown, 2014 Percentage of revenue TiO2 feedstocks Metallics Zircon Other Zircon and metallics make significant contributions, as well as leading positions in: - High purity ductile pig iron - Iron and steel powders - Specialist steel billets 0% 20% 40% 60% 80% 100% TiO2 feedstocks Metallics Zircon Other Data presented on 100% ownership basis, FOB Relative contributions change according to varying dynamics in each market

11 Cost and productivity improvements 10 Diamonds & Minerals cash operating costs Indexed Diamonds & Minerals capital spend US$ million (100% basis and excluding Simandou) Sustaining * * Development 33% Improving productivity and reliability: System and process optimisation Consistent and controlled operating procedures Working capital optimisation across the supply chain LEAN implementation to ensure agility and flexibility Ongoing transformation and cost reduction programmes at all sites Significant headcount reductions since end 2012 Focussed capital programme with options to grow to market requirements Zulti South (TiO 2 ) Bunder (diamonds) Jadar (lithium, borates) TiO 2, Mozambique Potash, Canada *forecast data. Development spend includes A21 and Zulti South.

12 Compelling project pipeline 11 Diamonds, Diavik A21 A21 is Diavik s third dike and open pit Titanium, Zulti South An industry leading TiO 2 resource with valuable zircon and rutile co-products Development of the fourth kimberlite pipe at Diavik, A21, on budget and schedule Estimated cost of $350 million over four years (Rio Tinto share $210 million) A21 diamond production planned for late 2018 Provides an important source of incremental supply, ensuring the continuation of existing production levels Work continues on the feasibility study Maximises the use of installed smelting capacity Enables Richards Bay Minerals to sustain current production rates for the next two decades Due to market conditions, an investment decision is now expected in mid-2016

13 Delivering Simandou feasibility study 12 World-class, undeveloped high-grade iron ore deposit Ratified Investment Framework establishes a robust investment regime Separated the mine and infrastructure Third party infrastructure consortium to be established Feasibility study in progress

14 Extremely well positioned to continue delivering cash flow 13 Mid-to-late cycle commodities driven by rising wealth and consumption Reshaping industries in which we operate Demand-led philosophy supported by a global customer and market oriented business model Cost and productivity improvements will enhance structural position as demand returns and grows

15 September 2015 Sydney Appendix

16 RTIT product portfolio QIT Madagascar Minerals (QMM) Rio Tinto ownership: 80% Rio Tinto, Fer et Titane (RTFT) Rio Tinto ownership: 100% Richard Bay Minerals (RBM) Rio Tinto ownership: 74% Mine QMM- St Luce mine Madagascar RTFT- Lac Tio mine Havre-Saint-Pierre, Quebec, Canada RBM - Zulti North / Tisand mine South Africa Processing /Upgrades QMM- Mineral Separation Plant Madagascar RTFT Metallurgical complex Sorel-Tracy, Quebec, Canada 9 furnaces (2 of which offline) RBM Mineral Separation Plant South Africa RBM- Smelter South Africa 4 furnaces UGS plant Iron & Steel plants Powder plant Dryer/ Electrostatic separation Zirsill Finished productillmenite Zirsill Ilmenite Chloride UGS Sulphate Co Co Slag Slag products products Ore Zircon Rutile Chloride Slag 'RTCS' UGS SOREL SLAG HighPurity Metal Flux Chloride Zircon Rutile Iron, Steel, powders Slag/Fines (90% TiO2) (95% TiO2) (80% Ti02) (99% Ti02) (85%/82% Ti02) Sulphate Slag RB Slag sulphate Co Product HiPurity Pig Iron