International Graphite Limited · ASX:IG6
International Graphite — Investor Presentation (July 2025)
26 slides from International Graphite's investor presentation, Jul 28, 2025
Slide 1: Building a global graphite Mine-to-Market company
Building a global graphite Mine- to- Market company industrial graphite. Executive Presentation July 2025
Slide 2: About this document
ABOUT THIS DOCUMENT: This document has been prepared by International Graphite Limited (the "Company” or “International Graphite”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained h
Slide 3: Building on three pillars
Building on three pillars… ▪ International industrial graphite business in operation by 2026-27 ▪ World class Western Australian graphite mine ▪ Developing a downstream battery anode material business for lithium-ion batteries
Slide 4: Breaking News: JV signed for German graphite plant
BREAKING NEWS! JV signed with international partners to build expandable graphite plant in Germany …
Slide 5: Expandable Graphite, Germany
Expandable Graphite, Germany Bringing together industry leaders to develop a new European supply source ▪ Arctic Graphite - 50% JV partner ▪ Leonhard Nilsen & Sonner AS - Norway’s biggest earthmoving and mining contractor and operator of the Skaland Graphite Mine ▪ Completed Preliminary Economic Ass
Slide 6: Proven technologies
Proven technologies Serving a large and growing European market ▪ Expandable graphite is created when natural flake graphite is treated with intercalating agents, which are usually acids inserted between the graphite layers ▪ When heated, these intercalated compounds rapidly vaporise, forcing the gr
Slide 7: Our immediate focus: downstream production and cashflow from Collie and Germany
Our immediate focus… downstream production and cashflow from Collie and Germany
Slide 8: Graphite Micronising Collie, WA
Graphite Micronising Collie, WA Australia’s first commercial plant in construction. Revenue in 2027 CAPEX Revenue Output IRR $6.3M (Stage 1) $14.1M → ~4,000 t/y → $8.0M (Stage 1+2) $28.0M per year ~7,500 t/y 43% → 72% ▪ Stage 1: Underway ▪ Stage 2: $1.7M expansion to almost double output ▪ Pilot fac
Slide 9: Built from operational expertise
Built from operational expertise Australia’s first graphite processing and R&D facility built and operating at Collie, WA ▪ Six years invested in downstream development ▪ 1,216 kg of graphite concentrate processed into micronised and spheroidised product ▪ Quality assured to ISO 9001:2015 ▪ Thousand
Slide 10: Integrated global graphite companies
Integrated global graphite companies Mining, downstream processing and high value graphite products include… ˝˝˝ GERMANY est.1871 USA est.1895 FRANCE est.1863 USA est.1917 Brazil est.1939 India est.2018 p10
Slide 11: The next integrated industrial graphite company
The next integrated industrial graphite company … Production goals by 2027… ▪ 2 plants in operation ▪ Proven and established processing technologies ▪ With high profile Industry leading partners ▪ Producing ~10,000 t/y of graphite products ▪ Accessing strong value added pricing …for $5-6M additional
Slide 12: Capital Cost Estimates and Funding (A$)
Capital Cost Estimates and Funding (A$) Two plants expected to produce >10,000 t /y of product from 2027 $3.25M REQUIRED STAGE 2 – 2026/2027 FUNDING CONSTRUCTION COST ESTIMATE $2.0M REQUIRED +$1.7M FUNDING $2.25M $10.0M ARCTIC SHARE OF CONSTRUCTION COST ENGINEERING, DESIGN & CONSTRUCTION COST TARGET
Slide 13: High Leverage to Execution
High Leverage to Execution >$30M in potential funding sources ASX ticker IG6 Share price (A$/share) $0.072 Shares on issue (M) 193.6 Options and performance rights (M) 37.2 Market capitalisation – undiluted (A$M) $14.0M Cash @ 31 March 2025 (A$M) $1.5M Internal shareholding – Directors, related 20%
Slide 14: The graphite market is growing rapidly
The graphite market is growing rapidly… … current pricing supports new value added supply An Australian first: Collie Graphite Processing and R&D Facility
Slide 15: Growing graphite demand
Growing graphite demand 4x increase in global demand expected by 2040 15-25% increase in EV / storage demand to 2035 as industrial demand continues to grow Source: International Energy Association Global Commodities Outlook 2024 p15
Slide 16: High risk global supply chain
High risk global supply chain Commodity most exposed to supply disruption from geopolitics and ESG* The western world is searching for secure supply: ▪ China dominates accounting for >75% of graphite mining and downstream product manufacturing ▪ 2022: US Inflation Reduction Act passed to strengthen
Slide 17: Current pricing strongly supports new micronised and expandable supply
Current pricing strongly supports new micronised and expandable supply …while 15-25% CAGR will drive anode pricing through 2035 1) Pricing sources: Benchmark Minerals Intelligence and independent consultant market research 2) FOB port of manufacture 3) Price ranges represent various specifications a
Slide 18: Springdale is a world class mining asset
Springdale is a world class mining asset… ensuring decades of secure supply
Slide 19: Springdale Graphite Project
Springdale Graphite Project A globally significant graphite deposit in Western Australia Scoping Scoping Study Study Concentrate CAPEX Output A$76M 46,000 t/y Mineral Quality Resource Battery grade 28Mt@9%TGC 99.95% purity ▪ 100% owned by IG6 ▪ Fine flake deposit ▪ Long life, low cost, scalable ▪ Mo
Slide 20: Springdale Graphite Project
Springdale Graphite Project Substantial resources with high grades and untapped potential x
Slide 21: Springdale Graphite Project
Springdale Graphite Project High grade, shallow mineralisation, open at depth p21
Slide 22: Springdale Graphite Project
Springdale Graphite Project Testwork confirms battery quality x ▪ Micronising and spheroidising (milling) testwork has resulted in two spheroidised products - yield of up to 76% at a product size <20µm ▪ Purification tests have exceeded battery grade specification >99.95% purity ▪ Electrochemical te
Slide 23: Strong foundations and advancing
Strong foundations… and advancing
Slide 24: Timetable
Timetable COLLIE MICRONISING FACILITY GERMAN EXPANDABLE GRAPHITE FACILITY SPRINGDALE GRAPHITE PROJECT DOWNSTREAM PROCESSING FOR SPRINGDALE GRAPHITE CONCENTRATES etailed design. / commissioning Construction / commis * timelines are dependent on successful feasibility studies, financing and market con
Slide 25: Building a global graphite company
Building a global graphite company 1. Graphite is critical to industrial manufacturing and decarbonising economies worldwide 2. Graphite is the commodity most vulnerable to supply disruption for western markets 3. Value added processing is the key to premium pricing IG6 offers exposure to high value
Slide 26: International Graphite Ltd
INTERNATIONAL GRAPHITE Ltd Phil Hearse Andrew Worland Chairman Managing Director / CEO +61 438 838 600 +61 409 370 792 phearse@IG6.com.au aworland@ig6.com.au David Pass Robert Hodby Technical Director Chief Financial Officer / Company Secretary +61 439 949 155 dpass@ig6.com.au +61 407 770 183 rhodby
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