Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (May 2025)
24 slides from Talga's investor presentation, May 8, 2025
Slide 1: Talga Webinar Presentation
ASX Release ASX:TLG 8 May 2025 Talga Webinar Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation delivered by Talga’s Managing Director Mark Thompson during today’s investor webinar, Thursday, 8 May at 10:30am A
Slide 2: For personal use only
For personal use only
Slide 3: Cautionary Statement and Disclaimer
For personal use only 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 thi
Slide 4: Fully integrated battery material & technology company
Fully integrated battery material & technology company ee » Gil. ©™.0O,.2,. Black Mass D Purification — Shapin: Coatin: Talnode® Battery Cell | Recyclers a Deed g Manufacturer Graphite Talga Anode Production Technology Feedstock 3) See: ASX‘TLG 1 July 2021, 28 March 2024, 27 February 2026. talga
Slide 5: Stable, Strategic, High Power, Local, Greener
4 See: ASX:TLG 1 July 2021, 9 August 2023, 26 March and 16 April 2025. » Stable 100% controlled resource and technology platform in Sweden with lower geopolitical and supply chain risks » Strategic Enhanced eligibility for funding as projects designated “Strategic” under EU Critical Raw Materials Ac
Slide 6: Battery Market update
5 Battery Market update +94% +29% Global BESS growth YoY Global EV sales YoY Q1 2025 Further new demand arising in: ¢ Al and Datacentres * Defence, Industrial machinery automation/Humanoids * Heavy Machinery: Mining and construction +22% YoY Europe EV sales Q1 2025 See: ASX:TLG 30 April 2025. Source
Slide 7: Global supply vulnerabilities apparent amid increasing threats
6 importance Global supply vulnerabilities apparent amid increasing threats Source: The Hague Centre for Strategic Studies, Strategic raw materials for defence, January 2023 Defence requires a greater range of batteries for drones, submarines, unmanned vehicles, robotics & field equipment NATO repor
Slide 8: Synthetic graphite uses petroleum or coal precursors
a = | le nthetic graphite uses petroleum or coal precursors {os Fi: = - Fossil fuel based — - Extremely energy intensive ~~ Spherical Synthetic i, joch; Seana eS - Extremely high COz emissions Fi & 7 Source: IEA, Benchmark Mineral intelligence 2024, European Commission 2026. talga
Slide 9: Strategic Project under Critical Raw Materials Act
: : Strategic Project Talga’s planned graphite mine in Sweden designated “Strategic Project” under Critical Raw Materials Act (CRMA) Recognises value to provide secure, sustainable local battery materials for Europe’s green energy transition. CRMA designation provides: * CRM Board to assist coordina
Slide 10: For personal use only
For personal use only • • •
Slide 11: Anode Refinery
Anode Refinery Anode production plant to be built in new _>Lulea Industrial Park For personal use on 10 + Shovel ready 100% owned ~10Ha freehold land cleared and fenced. Concrete batch plant onsite + Fully permitted including chemical storage and disposal, transport and logistics for 19,500tpa anode
Slide 12: Vittangi Anode Project
Vittangi Anode Project Vittangi Anode Project FEED study estimated capex of €560m (ex-contingency) Key Project Partners Worley Key Finance Partner European Investment BOOK ry, ul bank e SWECO ra) Project financing strategy targeting 60:40 debt with subsidies and strategic equity Ultimate funding str
Slide 13: Talnode product range
Talnode® product range Talnode®-C Graphite anode product that provides outstanding capacity, high power and fast charging, with ultra-low low emission profile Talnode®-C Recycled Commercial grade anode made from recyclers black mass. Initial product development and commercial studies underway alongs
Slide 14: For personal use only
For personal use only • • • • • Talga Director of BD & Strategic Alliances, Per-Inge Kruse, and R&D Manager, Dr Karanveer Aneja, with Altilium COO & President, Dr Christian Marston, at Altilium Clean Technology UK.
Slide 15: Talga Group Highlights
Talga Group Highlights Growth market Battery demand continues rapid growth across multiple Ch applications and markets s y 4 | Location Stable geopolitical jurisdiction (Sweden) with long term ownership and security *» ms ~~ Advanced ge Operating industrial scale coated z= anode plant since 2022 for
Slide 16: Talga Behind the Scenes
6 Talga Behind the Scenes * Asa full-vertically integrated battery materials and technology company, owning not only IP but also know-how and competence is crucial for battery customers and financiers in support of the Vittangi Anode Project and other company goals. * This requires a vast range of a
Slide 17: Talga Group
16 Talga Group Sweden Talga AB S6édra Kungsgatan 5B. 972 35 Lulea, Sweden t: +46 (0) 10-303 7100 e: info.se@talgagroup.com Skeppsbron 26 111 30 Stockholm, Sweden e: info.se@talgagroup.com Australia Talga Group Ltd Suite 3.03, Level 3 46 Colin Street West Perth, WA 6005 Australia t: +618 9481 6667 e:
Slide 18: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 19: Talga Group Board of Directors
For personal use only Talga Group Board of Directors Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Chair Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Over 35 years’ Executive and Non-Executive Director experience for global innovation compan
Slide 20: Talga AB Board of Directors
For personal use only Talga AB Board of Directors Eva Nordmark Anders Granberg Ola Rinnan Martin Phi Mark Thompson Chair Director Director Director Director Former Swedish Minister of Employment and Gender Equality, member of the Swedish Parliament and President of the Swedish Confederation of Profe
Slide 21: Group Leadership Team
For personal use only Group Leadership Team Martin Phillips Anna Motta Per-Inge Kruse Eva Pijnenburg Sascha Keen Niklas Karlsson Chief Executive Chief Technology Director BD & Strategic Director People & Culture, Director Corporate Group Finance Officer Officer Alliances Health & Safety Finance Dire
Slide 22: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources = probable 2,260,140 [e) Te _ indicated 26,691,000 243 C _ Inferred 8,329,000 224 ) inferred 31,500,000 149 ©~ indicated 3,400,000 73 Oo Inferred 900,000 Note: 1. Mineral resources are inclusive of ore reserves. 2. Mineral Resources are reported at various cut off
Slide 23: JORC Exploration Target
JORC Exploration Target Tonnage Range 470Mt 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 exploration to estimate a Mineral Resource and it is uncertain if further exploration will result in t
Slide 24: Competent Person Statements
For personal use only 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 affe