Novonix Ltd · ASX:NVX
Novonix — Shareholder Meeting (April 2026)
19 slides from Novonix's shareholder meeting presentation, Apr 23, 2026
Slide 1: Presentation to the Annual General Meeting
Presentation to the Annual General Meeting Exhibit 99.3
Slide 2: Disclaimer and Cautionary Note Regarding Forward-Looking Statements
The purpose of this presentation (the “Presentation”) is to provide general information about (ACN 157 690 830) (“the Company” or “NOVONIX”). It is not recommended that any person makes any investment decision in relation to the Company based on this presentation and this Presentation does not const
Slide 3: NOVONIX Overview
alt NOVONIX Overview NOVONI < .
Slide 4: Why NOVONIX? America's Solution for Synthetic Graphite
Tier 1 Customer* Agreements Technology Agreements & Strategic Investors U.S. Federal Government Supporters Most advanced producer of synthetic graphite in North America and one of the only U.S.-based companies commercializing a domestic alternative We are production ready and preparing to deliver a
Slide 5: The Battery Market
The Battery Market
Slide 6: Graphite is Critical to Energy Independence
Defense applications Automotive batteries Energy storage solutions Aerospace Telecommunications Medical devices Consumer electronics ASX: NVX | Nasdaq: NVX Graphite is essential to every lithium-ion battery and critical for power grid stability, defense systems, and advanced manufacturing Projected
Slide 7: The Graphite Problem: Highly Concentrated Supply Chain
China is the world’s largest producer and exporter of synthetic graphite with ~99% produced in China or by Chinese-controlled companies1 On December 1, 2023, China imposed export controls on certain graphite products and further tightened these controls in December 20242 and again in October 20253 S
Slide 8: 45X Manufacturing Tax Credits Require Increasing Levels of Non-PFE Sourcing
2025 average cell price ~$74/kWh1 and ~$108/kWh for packs 45X tax credits are critical to profitable cell manufacturing in the U.S. as they can earn $35/kWh credit (47% of the price) Continued qualification for 45X requires an increasing % of the total material costs to originate from non-PFE2 sourc
Slide 9: The NOVONIX Difference
The NOVONI) i Difference - NOVONIS. ee)
Slide 10: The NOVONIX Difference: 100% Synthetic Graphite Focus
Battery Technology Solutions Announced pending divestiture of Battery Technology Services (BTS) division in Feb’26 BTS was not receiving resources needed to meet growth objectives Cathode materials business is at an early stage which will require additional investments for product development (NVX r
Slide 11: The NOVONIX Difference: Installed Mass Production Capacity
The NOVONIX Difference: Installed Mass Production Capacity NOVONIX has invested ~$200M in the buildout of Chattanooga operations with ~1,400 tonnes of existing annualized capacity installed Graphitization Furnace (Mk 3 & 4) Blending & Finishing Graphitization Furnace (Mk 5) 11 ASX: NVX | Nasdaq: NVX
Slide 12: The NOVONIX Difference: Continuous Graphitization Furnaces
The NOVONIX Difference: Continuous Graphitization Furnaces Input Material Coke Output Material Graphite Graphite Synthesis Crystallization of carbon to ideal structure for lithium-ion storage Thermal purification to > 99.98% carbon Performance Metrics Acheson NOVONIX CO2 Emissions > 20 kg CO2/kg Gra
Slide 13: The NOVONIX Difference: Tier 1 Offtake Secured
The NOVONIX Difference: Tier 1 Offtake Secured Initial Opportunity Engagement Binding Supply Agreements Opportunity/Lead Collection Specification to Product Alignment Value Proposition Evaluations 6 – 12 Months Customer – Specifications and Battery Product Needs Market Opportunity Identification Pro
Slide 14: The NOVONIX Difference: Tier 1 Offtake Secured
4-year commitment totaling 10,000 tonnes following successful qualification 5-year commitment for a minimum of 32,000 tonnes starting in 2027 ASX: NVX | Nasdaq: NVX Customers with Binding Offtakes* Customer Volumes1, 2 Contracted volumes shown require product qualification and are growth dependent o
Slide 15: Looking Forward
Looking Forward NOVONI < .
Slide 16: Strategic Capital Deployment – Adjacent Land Investigation
Strategic Capital Deployment – Adjacent Land Investigation Current expansion plan to 50kTpa contemplates two separate locations in Chattanooga, Tennessee NRS and NES This investigation allows the 50kTpa expansion to be done on one site (one project) Capital savings could be as much as > $200m, alo
Slide 17: Key Highlights Driving Future Growth
Key Highlights Driving Future Growth ASX: NVX | Nasdaq: NVX Scaling Operations to Deliver Production Volumes Refine and test production parameters to fully meet EV customer mass production sampling requirements Leverage Riverside engineering to progress further phases of expansion Align future inves
Slide 18: Contact Information
1029 West 19th Street Chattanooga, Tennessee USA, 37408 353 Corporate Place Chattanooga, Tennessee USA, 37419 Contact Information ASX: NVX | Nasdaq: NVX Corporate Operations Mike O’Kronley, CEO Robert Long, CFO Dwayne Johnson, COO Kimberly Heimert, CLRO Suzanne Yeates, Secretary Investor Relations:
Slide 19: NOVONIX
NOVONI < .