Slide 1: Commercial scale graphene production
Commercial scale graphene production Revolutionising material performance for global technology and industrial markets JULY 2026 ASX:FGR - INVESTOR PRESENTATION 1
Slide 2: What is graphene, and why now
What is graphene, and why now THE MATERIAL A MARKET FORECAST TO GROW ~16x THIS DECADE Graphene is a form of carbon just one atom thick, the thinnest, strongest, most conductive material known. 15.6 Added in tiny amounts to cement, plastics and coatings. It makes them stronger, lighter and more ~US$1
Slide 3: Industry-leading operating highlights
Industry -leading operating highlights ❑ Established commercial-scale ❑ >35 active commercial clients graphene production facility with generating revenue across broad proprietary processing capability of industry segments up to 100 tonnes per annum (tpa) – ❑ Strategic acquisitions expanding unmatch
Slide 4: Industry-first production at commercial scale
Industry -first production at commercial scale Proprietary electrochemical exfoliation process – a PureGRAPH® manufactured to deliver consistent proven, scaled technology converting graphite into high- morphology, purity and particle size – meeting the quality graphene nanoplatelets at industrial vo
Slide 5: Most commercially advanced graphene
Most commercially advanced graphene FLEXIBLE THIN TRANSPARENT IMPENETRABLE Stretches up to 20% 0.345nm or one Absorbs only 2.3% of Impermeable barrier carbon atom thick visible light even to helium gas STRONG ELECTRIC CONDUCTIVE THERMAL CONDUCTIVE FIRE RETARDENT 200 times stronger 1 million times mo
Slide 6: Cement and concrete – validated at scale
Cement and concrete – validated at scale PureGRAPH ® in cement and concrete – strength and permeability Strength gains of 25–30% in cement and concrete at very low loadings (less than 0.1% Compressive strength Flexural strength Permeability (28 -day mortar) (28 -day mortar) (apparent volume of perme
Slide 7: Composites/Polymers – proven performance
Composites/Polymers – proven performance PureGRAPH® dispersed into resin or polymer before manufacture, integrating seamlessly into the composite matrix Weight reduction of more than 30% combined with strength gains of more than 30% at very low loadings – a step-change improvement no competitor has
Slide 8: Clear path to revenue acceleration
Clear path to revenue acceleration Near -term catalysts Significant direct addressable market revenue Conversion of ~50 active product opportunities in proven, revenue -generating launches and commercial agreements in applications PureGRAPH® pipeline representing CEMENT & CONCRETE ELASTOMERS >US$10m
Slide 9: Acquisition – MITO Accelerating US market
Acquisition – MITO ® Accelerating US market Technology: Expands beyond PureGRAPH® into graphene oxide and functionalised nanomaterial additives by adding market ready E-GO®, LIGRA , OMEGA and DELTA product lines across composite fibres, coatings, resins and additives Revenue: Provides access to esta
Slide 10: Acquisition – Ionic Industries Expanding IP
Acquisition – Ionic Industries Expanding IP Technology: Expands FGR beyond PureGRAPH® into coatings and dispersion technologies for geotextiles, water containment, landfill barriers and construction materials Pipeline: Provides access to established go-to-market ready formulated products with histor
Slide 11: Industry's broadest product portfolio
Industry’s broadest product portfolio Industrial Textile Coating, LIGRA® PureGRAPH ® Perovskite Custom Carbon Masterbatches Paste PureGRAPH ® Graphene Oxide Geotextile (G.O.) Conductive Coating Aqua Dispersion (G.O.) Aqua Dispersion E-GO ® Functionalised G.O. PureGRAPH® Custom Dispersions Res-1 & E-
Slide 12: US market expansion – growth platform
US market expansion – growth platform MITO® acquisition positions First Graphene as the only graphene company with direct US commercial operations and an active defense/aerospace pipeline DEFENSE & AEROSPACE PLATFORM US ADDRESSABLE MARKET Direct US operational base with toll manufacturing – position
Slide 13: US market catalysts driving demand
US market catalysts driving demand Multiple structural tailwinds converge to create an unprecedented window for graphene commercialization in the US INFRASTRUCTURE INVESTMENT & JOBS ACT BUY AMERICAN & SUPPLY CHAIN DE -RISKING $1.2 trillion infrastructure program demands stronger, lighter, US policy
Slide 14: Unrivalled global distribution reach
Unrivalled global distribution reach The most extensive graphene distribution network globally, driving commercial uptake of PureGRAPH® at scale Actively working with 11 distributors across the globe – the widest distribution network of any graphene company Distribution network provides robust pathw
Slide 15: Opportunities and outlook
Opportunities and outlook 500-700 Long lead enquiries varying from 3 to 1 years 1 Year 50 >38 2 Years Active commercial Active clients 3 Years agreements 15
Slide 16: Financial performance
Financial performance Commercial momentum Forward outlook ▪ Ongoing increase in approved applications and sales ▪ Forecast income of circa A$1.5m from existing client base, opportunities current development and grant programs ▪ Cement and concrete segment approaching a mature sales ▪ Pipeline of opp
Slide 17: Capital structure and valuation
Capital structure and valuation Share Price 1 Year Corporate details 0.10 ▪ ~$4.0m cash(1) 0.08 $0.06 29 May 2026 0.06 ▪ Shares on issue: ~880m 0.04 ▪ Options on issue: ~80m listed @ $0.085 exp 06/27 (Listed) 0.02 $0.02 20 May 2025 2025 2026 ▪ Share price A$0.06(2) Listing and US access ASX (primary
Slide 18: Investment opportunity
Investment opportunity Commercial scale graphene production High-value advanced materials platform operating with >100tpa capacity and across graphene, graphene oxide and revenue across >35 active clients functionalised additives World-first cement roof tile results – up Global distribution network
Slide 19: Forward looking statements & disclaimer
Forward looking statements & disclaimer • This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its content
Slide 20: Corporate Headquarters & Manufacturing Plant
Corporate Headquarters & Manufacturing Plant 1 Sepia Close, Henderson Western Australia 6166 P. +61 1300 660 448 Global R&D & Marketing Facility Empress Business Centre, 380 Chester Road, Old Trafford, Manchester M16 9EA P. +44 (0)161 826 2350 FIRSTGRAPHENE.NET info@firstgraphene.net ASX:FGR - INVES