Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (May 2026)
22 slides from Talga's investor presentation, May 15, 2026
Slide 1: Graphite anode platform for performance batteries & supply chain resilience
For personal use only Graphite anode platform for performance batteries & supply chain resilience Q3 Investor Webinar 15 May 2026 © Talga Group Ltd, May 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 su
Slide 3: Powering batteries
Powering batteries Talga produces high performance Li-ion battery graphite anode at the intersection of speed, power, endurance and supply resilience For personal use only • 100% owned end-to-end production platform • Faster-charging, higher-power batteries • Total supply chain control, sovereignty
Slide 4: Talnode battery anode platform
Talnode® battery anode platform Fully integrated mine-to-battery production with strong IP moat For personal use only 100% owned mineral resources, process and product technologies Fully traceable and sustainable Expertise includes 15 years operations in Europe and 8 years in graphite anode de
Slide 5: Talga Group Business Units
Talga Group Business Units For personal use only RAW MATERIALS REFINING & ANODE TECHNOLOGY & PRODUCTS EXPANSION PROJECTS Graphite & Minerals Production and Sales Recycling Global • Tier 1 graphite deposit • Active anode material • Pilot proven Process • Strategic opportunity to with 100% battery-siz
Slide 6: Cumulative market demand
Cumulative market demand 7.0 TWh Battery Forecast Demand by Application Li-ion battery shipments For personal use only 6.0 TWh 6x larger than 2020 In 2025 is 2.3x forecast in 2020 5.0 TWh Key Trends BESS growing +51% YoY 4.0 TWh Larger and faster-charging battery packs in SUVs, Hybrids and Commercia
Slide 7: Graphite: the critical mineral
Graphite: the critical mineral Largest volume mineral in Li-ion batteries Supply chain worse than rare earths (~100% controlled by BTR & Putalai of China) For personal use only Mn Lithium Co Cathode Lithium Fe, P & other Ni Anode Graphite Graphite Graphite Rare earths Si/other Si/other LFP NMC811 Ge
Slide 8: Example of reliance
Example of reliance Graphite identified as most critical mineral of defence supply chains (Hague For personal use only Institute) The F-35 Lightning fighter jet relies on several Li-ion batteries (270V & 28V) for engine start, controls & emergency power ~100% of battery anode is controlled by 2 compan
Slide 9: Talga Opportunity Graphite Mine
Talga Opportunity Graphite Mine • Integrated mine-to-anode project in For personal use only stable NATO member Sweden • Strategic Project status under Critical Raw Materials Act and the Net Zero Industry Act • Total supply chain control and sovereignty • High anode yield process and high grades for
Slide 10: Talnode-C
Talnode®-C Proprietary anode enables superior power, fast-charge and security For personal use only Coated active anode Battery-ready (not raw material) Highly crystalline More energy density Ultra-low impedance Faster charge, more power Thermally stable Lower temp under high C-rate 100% o
Slide 11: Premium verticals
Premium verticals For personal use only Offtake customer Development Offtake customers Nyobolt customer V4Smart NDA Fast-charge High-power Dual-use AI data centres need fast response Hybrid EV, heavy-duty commercial High-performance batteries for ‘in-rack’ anode to keep running and hypercars drones,
Slide 12: Anode Production sites - Sweden
Anode Production sites - Sweden EVA PLANT For personal use only COMMERCIAL PLANT Luleå Production plant sites in Luleå close to road/rail/port 12 infrastructure and green steel/mineral/critical materials projects
Slide 13: Anode refinery plan – functions and modules
Anode refinery plan – functions and modules For personal use only Admin Nitrogen 16GWh graphite Fully permitted and EU Innovation Fund anode construction ready Grant for €70m
Slide 14: Path to Mass Production
Path to Mass Production For personal use only EVA Plant Industrial Leap Full-Scale Anode Capacity 50-200 tpa 5,000 tpa 19,500 tpa Target Production Start Producing 2027-2028 2028-29 Dual-use sales, ramp up of AI Economies of scale and full Primary Use Ramp up sales and BESS, robotics and high- integ
Slide 15: FYQ3 FEED Project Progress
FYQ3 FEED Project Progress Front-End Engineering Design for 5,000 tpa stage Nine work packages Engineering, technical and financial components scheduled to finish mid-year For personal use only Key Project Partners Stakeholder Engagement, IP and Risk Management work due 30 September FEED study support
Slide 16: Strong Sales Pipeline momentum
Strong Sales Pipeline momentum FYQ3 Commercial Progress Record production from EVA plant driven by increase in customer validation programs 21 customer qualification and technical validation programs active For personal use only Customers from across the spectrum – Battery Energy Storage Systems, Def
Slide 17: Financing Update
Financing Update Pursuing non-dilutive funding pathways Subsidies, rebates, project equity, For personal use only grants, interest free loans, low-cost long-term debt, stockpile sales Price floor and commercial support Customers have backed Talga with Letters of Support Binding or conditional sales c
Slide 18: Next Steps Current Activities
Next Steps Current Activities Sales Contracts / Offtakes Binding or conditional sales contracts to underwrite demand for financing For personal use only Co-Investment Strategic equity stake or co-development rights in the anode project securing supply State Support EU/Japan/USA Submissions for govern
Slide 19: 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
Slide 20: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 For personal use only Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 21: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 22: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in