Talga Group Ltd. · ASX:TLG
Talga — Corporate Update (February 2026)
16 slides from Talga's corporate update, Feb 10, 2026
Slide 1: Talga Group Ltd Q2 Update
For personal use only Talga Group Ltd ASX:TLG OTCQX:TLGRF Q2 Update 9 February 2026 © Talga Group Ltd, Feb 2026.
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any suc
Slide 3: Building integrated graphite supply and anode technologies for global battery markets
Building integrated Near term commercial anode production • Front end Engineering Design underway for 5,000 tpa graphite supply and plant in staged scale up to 24,500tpa and beyond anode technologies for • Building out the customer pipeline For personal use only • Government funding support global b
Slide 4: Continued growth for graphite anode market
Continued growth for graphite anode market For personal use only • In 2025 global Li-ion battery cell production surpassed 2.3 TWh driving demand for battery materials, including ~2.8 million tonnes graphite anode (final product, not precursors) • ~20% are now going into Battery Energy Storage Syste
Slide 5: Recent Geopolitical developments
Recent Geopolitical developments For personal use only • US, EU & Japan form trade bloc on critical minerals supply chains • Next 30 days – US & EU to sign MoU aimed at boosting critical minerals supply chain security • MoU to identify areas of cooperation to stimulate demand and diversify supply fo
Slide 6: Strategic Partnership
Strategic Partnership • Following several years of testing V4Smart signs Development Agreement with Talga to develop For personal use only high-performance, sustainable graphite anode for next-generation ultra-fast-charging battery cells • V4Smart is a German innovator in ultra-high- performance lit
Slide 7: Funding Landscape
Funding Landscape Significant grant network building to reduce Awarded - SEK 82.6 million reliance on public equity Industriklivet (Industrial Leap 1) Grant Received to complete engineering studies for 1st anode line for Talnode®-R – competition due June 2026 For personal use only Awarded - €70 milli
Slide 8: Phased Scale-up of Production
Phased Scale-up of Production For personal use only EVA Plant Industrial Leap Commercial Full-Scale Capacity 50 tpa 5,000 tpa1 24,500 tpa Target Production Start Operating since 2022 2027-2028 2029+ “Go to Market” with 1st Qualification testing, Economies of scale and full Primary Use sales in defen
Slide 9: Benefits – 5Ktpa Industrial Leap anode line
Benefits – 5Ktpa Industrial Leap anode line Grant funding unlocks opportunity to start production to meet short term demand Key Finance Partners Key Project Partners For personal use only Near-term and flexible Flexibility to produce commercial quantities of 1 production of both Talnode®-C and Talno
Slide 10: Recent milestones
Recent milestones For personal use only October - Site works On going works Commenced Industrial Leap Project including pre- Industrial Leap consists of 9 work packages ranging construction activities on refinery site from Engineering and design to stakeholder engagement ASX:TLG 30/01/2026 10
Slide 11: Mine Detailed Plan
Mine Detailed Plan Graphite Mine For personal use only January Detailed Plan Adopted Swedish Government adopted the Anode Plant Detailed Plan for the Nunasvaara South Graphite mine site which designates the zoning for buildings and other activities. 11 ASX:TLG 27/01/2026
Slide 12: Product range
Product range Anode products Additive/Powder products For personal use only Talnode®-C Talnode®-C Recycled Talnode®-Si Talphite® New high- Uses production scrap or Energy boosting performance natural black mass from recyclers in composite silicon- Talga’s battery grade powders graphite anode proprie
Slide 13: Anode Projects Snapshot
Agreements & Anode Projects Snapshot partner/Government engagements underway Fully Permitted, finalising offtakes & finance into FID 2026 For personal use only Raw Material Anode Production Customers End Users Sweden Vittangi Mine Luleå Anode Plant Fully permitted, 100% 24,500tpa anode plant, studie
Slide 14: Graphite anode solutions for battery markets
Graphite anode solutions for battery markets For personal use only Anode Graphite Mine Anode Production Anode from Black Mass Global Expansions • Tier 1 natural graphite • Battery ready active anode • Technology to produce • Strategic opportunity to deposit (Vittangi) with material production (CSPG)
Slide 15: Transformational Year Ahead
Transformational Year Ahead Milestones 2025 Catalysts 2026 For personal use only Mine Permit in force Significant Industriklivet Grant Mine permitting completed, no further appeals . €100 million Sweden grant – decision due Q1 2026 Awarded EU Strategic Project Final commercial line engineering Vitta
Slide 16: For personal use only
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com