Notice to ASX

Vaughn Walton Assistant Company Secretary

Tim Paine

Joint Company Secretary

Rio Tinto plc

6 St James’s Square,

London SW1Y 4AD

United Kingdom

T +44 20 7781 1345

Registered in England

No. 719885

Rio Tinto Limited

120 Collins Street

Melbourne 3000

Australia

T +61 3 9283 3333

Registered in Australia

ABN 96 004 458 404

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: www.riotinto.com/presentations

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September 2015Sydney

Well positioned for consumer driven growthAlan Davies, chief executive, Diamonds & Minerals

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©2015, Rio Tinto, All Rights Reserved

Cautionary statement

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 1934. 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.

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Diamonds & Minerals: delivering strong margins

Well positioned for consumer-driven growth

Borates Titanium DioxideDiamonds

44% EBITDA margins

Argyle undergroundramp up continues

through 2015

A21 pipe project at Diavik underway

42% FOB EBITDA margins

Stable borate demand as increased Asian

demand offsets lowerEuropean demand

MDDK processing plant completed in 2014

27% FOB EBITDA margins

Softer market conditions as industry absorbs

feedstock inventories

2 of 9 furnaces at RTFT

currently taken offline

26% FOB EBITDAmargins in salt

Uranium facing challenging market

ERA mining stockpiles and rehabilitating

Ranger mine

Salt & Uranium

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Delivering on our promises

1FY 2014 vs FY 2012 and H1 2015 vs H1 2014 gross controllable operating, exploration and evaluation cost reductions. Excludes Simandou and includes volume impacts. 2Reported December 2012 trade working capital vs reported June 2015 trade working capital. Excludes Simandou. 3FY 2014 vs FY 2012 and H 1 2015 vs H1 2014 reductions in capital expenditure. Excludes Simandou, includes EAU capex. 4 FY 2014 vs FY 2012 and H1 2015 vs H1 2014 increases in free cash flow. Excludes Simandou.

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Reducing working capital

Reducingcosts

Improve

Year on year gross controllable operating, exploration & evaluation cost reductions January 2013 to June 20151

US$829million

Reducingcapex

Strengthen

Progressing high value projects

Year on year capex reductions January 2013 to June 20153

A21

Argyle

MDDK

MDDK

Zulti

South FS

Simandou

FS

Increasing free cash flow

Deliver

Year on year increases to free cash flow since 20124

US$708million

US$898 million

Reduction to H1 2015 since Jan. 20132

US$1,542million

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Well positioned for consumer-driven growth

*Income classes by average annual household income.

Source: McKinsey Insights China - Macroeconomic model update, April 2012; Rio Tinto estimatesSource: Rio Tinto estimates

• 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

• Expanding Chinese urban middle class fuelling consumer-driven growth

• Chinese urbanisation rates to increase from ~55% to ~65% by 2025

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Poor & Mass

Middle Class

Upper MiddleClass

Affluent

2022E2012

3

100

120

140

160

180

200

2015 2020 2025 2030

TiO2 feedstocks Diamond jewellerySalt (Asia only) ZirconRefined borates Uranium

Mid-to-late cycle demand trajectoriesIndexed 2015

Driven by consumptionChinese urban households* (percentage)

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Strong market position in attractive industries6

49% 20%

RT share of 2014 sales

RT share of 2014 sales

Note: Forecast CAGR figures are for demand growth over the period.

Source: Rio Tinto estimates.

41%

High-grade chloride

High-grade sulphate

~4% CAGR

TiO2 feedstock demand and supply‘000 TiO2 units

Zircon demand and supply‘000 tonnes

40% 5-mol

RT share of 2014 sales

25%Boric Acid

Refined borates demand and supply‘000 tonnes B2O3

Diamond demand and supplyIndexed 2015

11%*

RT share of 2014 production

(*volume)

50

75

100

125

150

2015 2016 2017 2018 2019 2020

Demand Supply

0

~4% CAGR ~3% CAGR

~4% CAGR~4% CAGR

500

750

1000

1250

1500

1750

2000

2015 2016 2017 2018 2019 2020

Demand Supply

~4% CAGR0

4,000

5,000

6,000

7,000

8,000

9,000

10,000

2015 2016 2017 2018 2019 2020

Demand Supply Inventory

~4% CAGR 500

750

1,000

1,250

1,500

1,750

2,000

2015 2016 2017 2018 2019 2020

Demand Supply Inventory

~3% CAGR

0

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• Global marketer with integrated mine-to-market 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

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Maximising value through customer and market orientation

Fashion jewellery Argyle Pink Diamonds®

Technology Centre, Suzhou

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Demand-led operating philosophy

• 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

0

10

20

2011 2012 2013 2014 2015*

Argyle Diavik Murowa

0

20

40

60

80

100

2011 2012 2013 2014

Zircon productionIndexed 2012. Data reflected at a 100% basis

Diamond productionMillion carats. Data presented on a RT share basis

-

0.5

1.0

1.5

2.0

2011 2012 2013 2014 2015*

TiO2 productionMillion tonnes. Data presented on a RT share basis

*Forecast data

Excludes Rutile

1.4mt1.0 to 1.1mt

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Maximising ore value through product portfolio

Production breakdown, 2014

Percentage of product tonnes

Revenue breakdown, 2014

Percentage of revenue

• Wide range of TiO2 feedstock options for

- Multiple chloride and sulphate slags

- Upgraded slag (UGS)

- Rutile

- Chloride Ilmenite

• Zircon and metallics make significant contributions, as well as leading positions in:

- High purity ductile pig iron

- Iron and steel powders

- Specialist steel billets

• Relative contributions change according to varying dynamics in each market

Data presented on 100% ownership basis, FOB

0% 20% 40% 60% 80% 100%

TiO2 feedstocks Metallics Zircon Other

0% 20% 40% 60% 80% 100%

TiO2 feedstocks Metallics Zircon Other

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• 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 (TiO2)

− Bunder (diamonds)

− Jadar (lithium, borates)

− TiO2, Mozambique

− Potash, Canada

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Cost and productivity improvements

Diamonds & Minerals capital spendUS$ million (100% basis and excluding Simandou)

0

10

20

30

40

50

60

70

80

90

100

2012 2013 2014 2015*

0

200

400

600

800

1000

1200

2012 2013 2014 2015*

Sustaining Development

*forecast data. Development spend includes A21 and Zulti South.

Diamonds & Minerals cash operating costsIndexed 2012

33%

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Compelling project pipeline

• 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

• 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

Titanium, Zulti SouthDiamonds, Diavik A21

An industry leading TiO2 resource with valuable zircon and rutile co-products

A21 is Diavik’s third dike and open pit

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• 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

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Delivering Simandou feasibility study

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Extremely well positioned to continue delivering cash flow

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

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Appendix

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Finished product

Zirsill

Illmenite

Chloride

Slag

UGS Sulphate

Slag

Co

products

Co

products Ore Zircon Rutile Chloride Slag

Sulphate

Slag

Co

Product

Zirsill

Ilmenite'RTCS' UGS SOREL SLAG

High Purity

Iron, Steel,

Metal

powders

FluxZircon Rutile

Chloride

Slag/Fines

RB Slag

sulphate

Hi Purity

Pig Iron

(90% TiO2) (95% TiO2) (80% Ti02) (99% Ti02) (85%/82% Ti02)

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%

QMM- St Luce mineMadagascar

RTFT- Lac Tio mineHavre-Saint-Pierre, Quebec, Canada

RBM - Zulti North / Tisand mineSouth Africa

QMM- Mineral Separation PlantMadagascar

RTFT Metallurgical complexSorel-Tracy, Quebec, Canada9 furnaces (2 of which offline)

UGS plant

RBM Mineral Separation PlantSouth Africa

RBM- SmelterSouth Africa4 furnaces

Dryer/Electrostatic separation

Mine

Processing/Upgrades

Iron & Steel plants

Powder plant

RTIT product portfolio

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