Slide 1: World's Largest Graphene Producer
World’s Largest Graphene Producer TSX: GRA Investor Presentation OTCQX: NNXPF May 2026
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains express or implied forward-looking statements, which are based on current expectations of management. These statements relate to, among other things, our expectations regarding management’s plans, objectives, and strategies. All statements other
Slide 3: NanoXplore at a Glance
NANOXPLORE AT A GLANCE Advanced material Amongst the Largest “Blue chip customers” Graphene Producer** company founded in ** Paccar CPChem Market Cap $383 million ~33%share Volvo Club Car 13 May Ford Caterpillar Amongst Daimler GE the Lowest 2011 Cost Producer Cash $24.4 million Strong IP portfolio
Slide 4: Graphene's Properties Present Opportunities for Mass Adoption
GRAPHENE’S PROPERTIES PRESENT OPPORTUNITIES FOR MASS ADOPTION Since its discovery in 2004, graphene continues to amaze scientists and researchers of the superlative properties the material exhibits. Hailed as a “wonder material”, graphene is renowned for its durability, sustain- 2010 ability, with a
Slide 5: Intellectual Property (IP) Portfolio and Strategy
INTELLECTUAL PROPERTY (IP) PORTFOLIO AND STRATEGY NANOXPLORE’S IP STRATEGY 99 PATENTS & PATENT APPLICATIONS (1) In-House IP Development: Extensive record of in-house IP development, fostering a culture of creativity and innovation to ensure that our IP remains dynamic and relevant in a rapidly evolv
Slide 6: NanoXplore's Product Portfolio
NANOXPLORE’S PRODUCT PORTFOLIO Graphene Technology Platform GRAPHENE-ENHANCED GRAPHENE POWDER ADVANCED BATTERY SOLUTIONS (INDUSTRIAL GRADE) CELLS Graphene- Graphene-enhanced Graphene- enhanced recycled composite SMC masterbatches High-Power High-Energy plastic compounds Cells Cells GrapheneBlackTM G
Slide 7: Wet-Process Graphene versus Dry-Process Graphene
WET-PROCESS GRAPHENE VERSUS DRY-PROCESS GRAPHENE Wet -Processed Dry -Processed Wet (water-based) Exfoliation EXFOLIATION PROCESS Fully Dry Exfoliation Lowest global producer MANUFACTURING COST 40% lower than wet-processed Electrical Conductivity, Barrier Lubricity, Thermal Conductivity KEY PROPERTIE
Slide 8: Capex Growth Plan by Focus Market
CAPEX GROWTH PLAN BY FOCUS MARKET 1 5Y PLAN Dry Processed Graphene Graphene Enhanced GRAPHENE CAPACITY EXPANSION PLAN SMC Of which $250K Of which $2M will remain over $5M REVENUE (Est.) $80M will remain over 15,000 the next quarter the next quarter Capacity will grow in line with customer $2.2M (one
Slide 9: The Evolution of a Leading Graphene Producer
THE EVOLUTION OF A LEADING GRAPHENE PRODUCER PHASE 1 PHASE 2 PHASE 3 THE SET-UP OUR PLAN OUR VISION 2017-2022 2023-2027 2027+ TECHNOLOGY EARLY COMMERCIAL GROWTH & VALIDATION SUCCESS POSITIVE YIELDING RESULTS • De-risked • Successful introduction of graphene in • Benefit from our investments composite
Slide 10: Capitalizing on NanoXplore's First Mover Advantage
CAPITALIZING ON NANOXPLORE’S FIRST MOVER ADVANTAGE GRAPHENE PRODUCTION CAPACITY MARKET CAP - CAD Millions 500 4500 TONS PER ANNUM 450 4000 400 3500 350 3000 300 2500 250 2000 200 1500 150 1000 100 500 50 0 0 NanoXplore Competitor 1 Competitor 2 Competitor 3 Competitor 4 Competitor 5 NanoXplore Compe
Slide 11: Expanding Our Graphene Addressable Market
EXPANDING OUR GRAPHENE ADDRESSABLE MARKET Investment initiative to unlock a new manufacturing processes The Global Carbon Black Market was Valued at $27B in 2023* 10% addressable 60% addressable properties due to 40% reduction in production cost1 & properties Wet Dry Process Process REVENUES STARTIN
Slide 12: Graphene-Enhanced Composite Growth
GRAPHENE-ENHANCED COMPOSITE GROWTH MOVING UP IN THE VALUE CHAIN WITH EXISTING AND NEW CUSTOMERS • Booked incremental revenue with existing and new customers (reference chart below) • Expansion of graphene-enhanced composite products • Available capacity for further expansion INCREMENTAL BUSINESS AWA
Slide 13: FQ3 2026 Corporate Highlights
FQ3 2026 CORPORATE HIGHLIGHTS TTM TOTAL REVENUES (in $000s) Quarterly Key Developments $160,000 $140,000 $120,000 Graphene Enhanced SMC $100,000 For our Graphene Enhanced Solutions overall TOTAL REVENUES $80,000 demand increasedfrom our two largest customers, while new contracts had full $32.3M $60,
Slide 14: Leadership Team
LEADERSHIP TEAM Rocco Marinaccio Pedro Azevedo Nima Moghimian Chief Executive Officer Chief Financial Officer Chief Technology Officer Over 26 years of leadership experience in Extensive experience in manufacturing and Over a decade of leadership in advanced manufacturing, operations, sales, HR, and
Slide 15: Reasons to Invest in NanoXplore
REASONS TO INVEST IN NANOXPLORE Powder sales typically Largest graphene First major powder carry 50%+ incremental Large and visible producer globally (4,000 contract signed gross margin with graphene-enhanced Graphene Sales tpa capacity, with plans minimal added opex, solutions pipeline Cycle Shorte
Slide 16: Appendix
APPENDIX
Slide 17: Assumptions & Risks
ASSUMPTIONS & RISKS 5 YEARS STRATEGIC PLAN Dry Processed Graphene Dry-process graphene is being developed as a new graphene grade to address new markets. This new grade will have different subgrades in terms of particle size and purity which will create products with varying price points. Each new m
Slide 18: Assumptions & Risks
ASSUMPTIONS & RISKS 5 YEARS STRATEGIC PLAN Graphene Enhanced SMC Demand from our customers for SMC parts is in excess of our capacity to produce which indicates a continued market shift towards composite materials and more specifically SMC. Capacity to produce SMC parts for the commercial vehicle mar
Slide 19: Non-IFRS Measures
NON-IFRS MEASURES The information contained in this presentation was prepared using results and financial information determined under IFRS. However, the Corporation considers certain non-IFRS financial measures as useful additional information in measuring the financial performance and condition of
Slide 20: Annual IFRS Equivalent
ANNUAL IFRS EQUIVALENT GROSS GROSS PROFIT PROFIT MARGIN MARGIN ($000s) NET LOSS ($000s) 18% 25,000 0% 16.9% 16.1% 16% -2% (2,000) Gross Profit $ Gross Margin % 14% 20,000 -4% (4,000) 12.6% -6% 12% (6,000) -7.6% 10.7% 15,000 -8% 10% -9.1% (8,000) -10% -10.4% 8% (10,000) 10,000 -12% 6% -13.3% (12,000)
Slide 21: Quarterly IFRS Equivalent
QUARTERLY IFRS EQUIVALENT TTM GROSS TTMPROFIT GROSSMARGIN ($000s) PROFIT MARGIN NET LOSS ($000s) TTM NET LOSS ($000s) 17.5% $25,000 $0 17.1% 16.9% 17.0% 17.0% -$500 (2,000) $20,000 16.5% 16.5% -$1,000 (4,000) 16.1% 16.0% -$1,500 (6,000) $15,000 15.7% 15.5% -$2,000 (8,000) $10,000 15.0% -$2,500 (10,0
Slide 22: 4500 Thimens Blvd, Montreal, QC H4R 2P2
4500 Thimens Blvd, Montreal, QC H4R 2P2 www.nanoxplore.ca TSX: GRA | OTCQX: NNXPF Follow us