Gcm Corp., Ltd. · ASX:GCM
Gcm — Investor Presentation (July 2026)
24 slides from Gcm's investor presentation, Jul 20, 2026
Slide 1: Advancing the Future of Thermal Management
For personal use only Advancing the Future of Thermal Management Corporate Presentation July 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation has been prepared by GCM Corporation Limited (GCM or the Company). It contains general information about the Company’s activities current as at the date of the presentation. The For personal use only information is provided in summary form and does not pu
Slide 3: GCM: Proprietary Graphite-Based Thermal Management Products
GCM manufactures GCM: Proprietary Graphite-Based Thermal Management Products proprietary thermal management products, engineered to cool the For personal use only Raw materials most power-intensive electronics. End user VHD GCM has developed a proprietary manufacturing VHD manufacturing process that
Slide 4: Why GCM and its VHD Technology is Compelling
Why GCM and its VHD Technology is Compelling Who we are A Proprietary Material Platform for a For personal use only Growing Thermal Management Problem GCM is developing and commercialising What is VHD Why Heat Load proprietary graphite-based VHD thermal-management Technology Management Matters Why V
Slide 5: Market Opportunity
For personal use only Market Opportunity
Slide 6: Technology is Advancing Faster Than Thermal Materials
Technology is Advancing Faster Than Thermal Materials Computing, mobility, For personal use only Technology then More compute More heat Technology now gaming, data infrastructure and manufacturing have all become smaller, faster and more powerful, TV leading to increased power density. Mobile Therma
Slide 7: Heat Challenges Exist Across High-Growth End Markets
Heat Challenges Exist Across High-Growth End Markets Heat is created anywhere power is converted, controlled, processed or transmitted – and those functions exist across a wide range of high-growth products and industries. For personal use only Some examples of where these components are used What G
Slide 8: Large and Growing Markets Require Advanced Thermal Management
Large and Growing Markets Require Thermal Opportunity Supported by Advanced Thermal Management Large Growth Markets Technology Thermal management For personal use only Thermal management Market solutions for data centers is a large and growing market, underpinned by $50B $248B +19% $15B +9% Core The
Slide 9: Thermal Management Demand is Concentrated in Key Global Markets
Thermal Management Demand is Concentrated in Key Global Markets For personal use only Shaping the future of Estimated regional share of global heat sink market sales1 heat management Thermal management is a global market, with demand concentrated in North America, Asia and Europe 21% These regions c
Slide 10: Traditional Thermal Materials Face Competing Demand Pressures
Traditional Thermal Materials Face Competing Demand Pressures Copper and aluminium are essential across electrification, infrastructure and For personal use only advanced manufacturing – the same sectors driving demand for advanced thermal management solutions. Copper and aluminium demand is being d
Slide 11: VHD Technology
For personal use only VHD Technology
Slide 12: Proprietary VHD Process Converts Graphite into High-Performance Thermal Components
Proprietary VHD Process Converts Graphite into High-Performance Thermal Components For personal use only What is VHD VHD is a proprietary graphite-based material platform produced as VHD is a GCM-owned graphite-based material platform designed solid blocks and precision machined into thermal-managem
Slide 13: VHD's Properties Validated
VHD’s Properties Validated Superior material properties from a simple manufacturing process For personal use only Thermal Conductivity Thermal Diffusivity Density 422 286 W/m.k mm2/s 8960 kg/m³ 328 W/m.k 142 98 mm2/s 2700 W/m.k 63 2000 kg/m³ mm2/s kg/m³ VHD Copper Aluminum VHD Copper Aluminum VHD Co
Slide 14: Proof of Performance
Proof of Performance FE Modelling Confirms Exceptional Thermal Performance of VHD1 For personal use only Total Heat Dissipation on Heat Sinks vs. Temperature for Different Materials Independent FE by Prof. Qing Li (University of Sydney) Objectively compare VHD to existing conventional materials. VHD
Slide 15: VHD Converts Validated Material Performance into Practical Thermal Benefits
VHD Converts Validated Material Performance into Practical Thermal Benefits A material platform combining high thermal performance, lower weight and design For personal use only flexibility for next-generation thermal management applications Higher Thermal Performance Where It Matters VHD’s differen
Slide 16: Commercialisation and Distribution
For personal use only Commercialisation and Distribution
Slide 17: GCM Footprint Aligned to Key Demand Regions
GCM Footprint Aligned to Key Demand Regions GCM is building a commercial footprint For personal use only around the major regions of thermal-management demand, anchored by engineering and manufacturing capability in Australia Boston Seoul San Jose Marketing Marketing Marketing Shanghai Marketing Dal
Slide 18: GCM Has Launched its VHD Product Range
GCM Has Launched its VHD Product Range GCM’s VHD heat sink range is available to customers, marking the Company’s transition from product development to commercial For personal use only product offering. Initial products target high-volume electronics applications The range includes BGA heat sinks a
Slide 19: Next Product Expansion: PC and Data Centre CPUs / GPUs
Next Product Expansion: PC and Data Centre CPUs / GPUs From initial BGA and DC-DC products to larger consumer PC and data centre liquid cooling applications For personal use only GCM is expanding its VHD product Additional Product Pathways roadmap Under Development Internal modelling has identified
Slide 20: Corporate Overview
For personal use only Corporate Overview
Slide 21: Company Snapshot
Company Snapshot Board of Directors Shares on Issue TOP 20 SHAREHOLDING 1 For personal use only Charles Thomas Non-Executive Chairman 193,175,109 Top 20 Other as of 10 July 2026 Clinton Booth Market Capitalisation CEO and Managing Director $23.2 million Christopher Zielinski 45% as of 10 July 2026 N
Slide 22: Our Experts
Our Experts BComm, MBA PhD BE For personal use only Mr Booth holds a Bachelor of Commerce and MBA from Professor Ruys is a leading global expert in advanced Curtin University, with 25 years of experience across ceramics, holding a First Class Honours degree and PhD in corporate, operational, and dev
Slide 23: GCM Investment Thesis
GCM Investment Thesis Validated technology, commercial products, scalable manufacturing and multiple growth pathways For personal use only Large Global Market Customer Engagement Commercial Product Scalable Growth Validated performance Opportunity Underway Platform Pathway Independent modelling Ther
Slide 24: Thank you
Thank you Corporate Office 25/22 Railway Road For personal use only Subiaco WA 6008 T +61 (08) 9386 0811 E cosec@gcmcorporation.com Find out more on our website Find out more on our website