Novonix Ltd · ASX:NVX

Novonix — Q1 2025 Earnings Presentation

13 slides from Novonix's earnings presentation, Apr 30, 2025

  1. Slide 1: First Quarter Activities Report Update

    April 30, 2025 First Quarter Activities Report Update

  2. Slide 2: Important Notice and Disclaimers

    Important Notice and Disclaimers The information contained in this presentation (the “Presentation”) has been prepared by NOVONIX Limited (ACN 157 690 others, the timely deployment and scaling of our furnace technology, our ability to meet the technical specifications and 830) (“the Company” or “NOV

  3. Slide 3: Providing Revolutionary Solutions to the Battery Industry

    Providing Revolutionary Solutions to the Battery Industry NOVONIX Investment Thesis Leading Sustainable Battery Company – NOVONIX is a U.S. based battery materials and technology leader with a lower carbon footprint. Rapidly Growing Market – The battery industry is expanding at a double-digit rate t

  4. Slide 4: Competitive Advantage Through Synergistic Operating Structure

    Competitive Advantage Through Synergistic Operating Structure • Leading domestic supplier of • Commercializing patented cathode • Provides industry-leading Ultra-High battery-grade synthetic graphite synthesis technology Precision Coulometry cell testing equipment • First large-scale and sustainable

  5. Slide 5: Q1 Highlights

    Q1 Highlights Corporate parcel of land for its second mass production plant (“NOVONIX Enterprise South”) for planned manufacturing facility Post-Quarter • Michael O’Kronley appointed Chief Executive Officer, effective 19 May Announcement 2025 Post-Quarter Announcement • Progressed installation and c

  6. Slide 6: NOVONIX is Onshoring the Graphite Supply Chain

    NOVONIX is Onshoring the Graphite Supply Chain NOVONIX Anode Material Advantages Key Strategic Relationships Producing Critical Minerals for Domestic Supply Tier 1 Customer Creating manufacturing jobs while furthering national Agreements security, resilience, and energy dominance ─ reducing Anchor C

  7. Slide 7: Riverside at Capacity with Current Offtake Agreements

    Riverside at Capacity with Current Offtake Agreements Customers* Supporting Growth Contracted Customer Volumes1,2 200 6-year commitment for up to a target volume of 115,000 tonnes starting in 2026 175 to cell manufacturers LGES & Samsung 150 5-year commitment for a minimum of 125 ,000 tpa 32,000 ton

  8. Slide 8: Path to Commercial Production at Riverside

    Path to Commercial Production at Riverside On-Site Equipment 2024 to be Commissioned Engineering Report 2Q2024 2025 Riverside independent engineering report completed. Installing Capacity for 3K tpa Grinding/Shaping Offtake Agreements Installing and commissioning equipment 2026 Singed offtake agreem

  9. Slide 9: The Next Phase of Growth for NOVONIX Anode Materials

    The Next Phase of Growth for NOVONIX Anode Materials NOVONIX Enterprise South Site Rendering • NOVONIX Enterprise South is expected to reach full production capacity of 31,500 tpa • This facility, together with NOVONIX’s existing 20,000 tpa facility at Riverside in Chattanooga, is planned to bring t

  10. Slide 10: Key Highlights Driving Future Growth

    Key Highlights Driving Future Growth Scaling Riverside • Installing, commissioning, and start-up of equipment for commercial production capacity of 3K tpa at Riverside Operations to Deliver to support final qualification for Panasonic Energy, Stellantis, and PowerCo Production Volumes • Leverage Riv

  11. Slide 11: Goals for the Future of NOVONIX

    Goals for the Future of NOVONIX Onshoring the graphite supply chain in Patented, All-Dry Zero-Waste Cathode technology North America supported by our propriety processing Recognized sustainable battery Advancing IP to reinforce our technology leader position as a leader in next- generation battery m

  12. Slide 12: Contact Information

    Contact Information Corporate Operations Robert Long, Interim CEO & CFO 1029 West 19th Street Chattanooga, Tennessee Suzanne Yeates, Secretary USA, 37408 Scott Espenshade, Investor Relations 353 Corporate Place Chattanooga, Tennessee USA, 37419 Investor Relations: IR@novonixgroup.com Media Relations

  13. Slide 13: NOVOND ©.

    NOVOND ©.

Novonix — Q1 2025 Earnings Presentation on 6ix