Neo Battery Materials Ltd · TSXV:NBM
Neo Battery Materials — Investor Presentation (December 2025)
32 slides from Neo Battery Materials's investor presentation, December 2025
Slide 1: The Innovation Platform for High-Performance Batteries
TSXV: NBM | December 2025 The Innovation Platform for High-Performance Batteries www.neobatterymaterials.com
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer: Forward-Looking Statements This presentation contains "forward-looking information" within the meaning of the applicable securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Generally, such forward-l
Slide 3: Developing & Manufacturing Customized, Advanced Battery Solutions
Developing & Manufacturing Customized, Advanced Battery Solutions to Remove Performance Bottlenecks in All Electronics 3
Slide 4: Innovation Platform for Battery Technology
Innovation Platform for Battery Technology is the Forerunner for Cost-Effective, Long-Lasting Battery Technology Silicon Anode & Battery Foundry 1. Low-Cost & High-Performance Materials >60% Average Cost-Savings + Leading Capacity with Ultra-Fast Charging 2. Contract Manufacturing (Foundry) + R&D Se
Slide 5: Leadership with Proven Track-Record
Leadership with Proven Track-Record Highly Qualified Personnel from Battery Industry, Finance, Government & Academia Spencer Huh Dr. Jun Sik Jeoung Seok Hyung Lee Director, President & SVP, Cell Development & Independent Chief Executive Officer Commercialization Director Kenneth Hoffman Seok Joung Y
Slide 6: AI Growth = Hardware/Electronics Growth
AI Growth = Hardware/Electronics Growth Higher energy storage requirements to power electronics Industry Catalyst Policy Catalyst Key Performance Metrics Onshoring & Spending Boost • U.S. OBBBA: 33 Billion USD direct High Capacity & Long Run-Time spending on autonomous solutions & 13.5 Billion USD i
Slide 7: The Bottleneck of Electronics: Finding the Right Battery
The Bottleneck of Electronics: Finding the Right Battery Dependence on Lack of Outdated China Customization Technology 77% of the world’s batteries Highly limited suppliers that Over-reliance on legacy are produced in China customize to system needs materials & components • Supply chain risk • Wrong
Slide 8: Platform Solution from Materials to Cells
Platform Solution from Materials to Cells Helping Any Electronics Realize its Full Performance Potential The Western Go-To Alternative 1. Silicon Anode Material High-Performance Battery Materials for All Electronics Applications 2. Electrode Foundry Customized, Industry-Quality Electrode Manufacturi
Slide 9: One-Stop Battery Value Chain for All Electronics Systems
We are the One-Stop Battery Value Chain for All Electronics Systems 1. Battery Materials 2. Electrode 3. Battery Cell Assembly Processing Manufacturing Stacking Electrodes to Manufacturing Coating Battery Desired Shape & Materials that Store Materials on Current Inserting into Battery Energy/Capacit
Slide 10: NBMSiDE: Silicon Anode Technology
NBMSiDE®: Silicon Anode Technology High-Capacity & Cost Reduction through Material & Process Innovation Product Pipeline & Application NBMSiDE P-200 NBMSiDE P-300N High Capacity Low-Cost 10x capacity vs. graphite & Reduced manufacturing 40 - 70%+ more capacity vs. costs by 60%+ with competitors mate
Slide 11: Electrode Foundry: TSMC for Batteries
Electrode Foundry: TSMC for Batteries Near-Term Revenue Generation Potential with Electrode-Making Facility Lease in S. Korea Electrode & Battery Making Process 1. Chip Foundry-Like Model Foundry Focus Just as TSMC builds & Nvidia designs, NEO’s Foundry will build electrodes using client designs, he
Slide 12: Battery Cell R&D + Engineering Service
Battery Cell R&D + Engineering Service Proven Record of Battery Cell Development & Engineering Optimization with Battery Gigafactories Case Study: Morrow Batteries Lithium-Ion Battery Cell R&D • To develop differentiated battery cell technology for established & next-generation electronics High-Capa
Slide 13: Successful Transition to Commercialization
Successful Transition to Commercialization 250 MWh Battery Components Factory 1. Electrode Production • @ Maximum Capacity: • ~3,500 EVs • ~4M Laptops & ~16M Smartphones • ~100K Heavy-Duty Cargo Drones to ~8M Professional Drones 2. Pouch Cell Production • Small to large- scale pouch battery-making c
Slide 14: 3.2 Acre Expansion Battery Factory
3.2 Acre Expansion Battery Factory Prismatic & Cylindrical Manufacturing Capability • To design & develop (i) High-Capacity Cylindrical for AI systems, robotics & consumer electronics + (ii) LFP Prismatic for EV & ESS for data centers + power grid • 20 MWh projected annual battery production capacit
Slide 15: Increasing Customer Pipeline
Increasing Customer Pipeline Anchor Global Automotive Clients High-Performance Battery Design 1. F500 Global Asian OEM Multi-year purchase orders • First commercial sales & revenue recognition upon totalling $10 Million CAD for delivery drone & robotics batteries • Bench-scale products for qualifica
Slide 16: Defense Battery Development Program
Defense Battery Development Program Current Development Progress 1. Custom, High-Performance Battery Cells Designed & In Production 2. Collaborate with Battery Pack Manufacturer to Introduce First Prototype Product 3. Integrate NEO’s Prototype Battery Packs into Client’s Drone Systems for Real Field
Slide 17: 2026 Strategic Goals & Key Catalysts
2026 Strategic Goals & Key Catalysts Repeatable Sales + Visible Capacity Expansion + Military/Defense Drone Integration Commercialization Partnerships Technology a. Expanding Battery a. Fulfilling Battery Electrode a. Achieving Ongoing R&D Electrode & Cell Sales & Cell Supply Contracts Developments
Slide 18: Share Performance & Structure
Share Performance & Structure Financial Overview (as of December 16, 2025) Current Share Price $ 0.495 52-Week Low $ 0.40 52-Week High $ 1.10 Basic Shares 141,842,513 Outstanding Warrants 23,480,757 Options 12,754,240 Fully Diluted Shares 178,077,510 Outstanding Market Capitalization $ 70.21M (Basic
Slide 19: For More Information
For More Information: Website: www.neobatterymaterials.com Address: 10th Floor, 4711 Yonge Street, Toronto, Ontario, Canada M2N 6K8 Email: info@neobatterymaterials.com
Slide 20: Appendix: Silicon Anode Development
Appendix: Silicon Anode Development 20
Slide 21: Problem with Lithium-Ion Batteries
Problem with Lithium-Ion Batteries 1. Limited Capacity Problem: Graphite “Range Anxiety” Separator 2. Slow Charging Cathode Li Anode Nickel Impatient with Cobalt Li Manganese Graphite Long Charging Times Aluminum Iron Li Phosphate Li 3. High Cost Need Competitive Prices Electrolyte 21
Slide 22: Solution: Integrate Silicon with Graphite
Solution: Integrate Silicon with Graphite Solution: Silicon Ultra-Fast Charging 9x More Capacity $ Cost Reduction The Silicon Benefit 10% 30 - 60% Increase in Anode Capacity Silicon Added 20 - 40% Decrease in Weight Image Source: Tesla Battery Day 22
Slide 23: Critical Problem of Silicon Anodes
Critical Problem of Silicon Anodes Volume Expansion-Induced Pulverization Lithiation Many Cycles Unstable SEI Layer Growth +Li+ Many Cycles Many Cycles Delamination 23
Slide 24: Silicon Anode: Technology Options
Silicon Anode: Technology Options Different Methodologies to Resolve Volume Expansion Problem NBMSiDE® Silicon Composite- Silicon/Carbon Silicon Oxide Silicon Polymer-Coated Nanocoated Carbide Composite (SiOx) Nanoparticles Si Nanoparticles Metal Silicon Performance Levels High Mid Low Silicon Silic
Slide 25: Silicon Anode Market
Silicon Anode Market The Only Short & Mid-Term Solution to Boost Battery Capacity Market Size Growth per Value Chain Component Global/U.S. Silicon Anode Market Size & Demand Forecast 54% Global CAGR 71% U.S. CAGR Problem with Silicon Anodes 1. Volume 2. Expensive 3. High-Cost Expansion Manufacturing
Slide 26: Cost & Capacity Comparison
Cost & Capacity Comparison Estimated Competitor Price & Capacity Silicon Carbon (Si-C) NBMSiDE® Price & Capacity 80 to >200 USD/kg ~1,450 mAh/g Silicon Silicon Silicon Oxide (SiOx) Robust Composite Nanometer-Thick Coating 80 ~ 100 USD/kg ~1,330 mAh/g Nanocoated MG Silicon Silicon Nanowire >60% Cost
Slide 27: Commercialization Keyword: Coulombic Efficiency
Commercialization Keyword: Coulombic Efficiency Critical Threshold for Commercialization: How Much Lithium Ions Kept Alive During Charge/Discharge When Cathode Capacity = 100 mAh/g, CE=100%, The Gate to Full Cell Operation Full Cell Capacity at Nth Cycle = 100 x (Anode CE)N (mAh/g) Representative
Slide 28: P100: Well-Controlled Precursor for Coating
P100: Well-Controlled Precursor for Coating 120 16 200 nm 1 µm NBM P100 [Initial Dischg 2388 mAh/g, ICE 87.0%] 14 Size Controllable Bare Si [Initial Dischg 2176 mAh/g, ICE 68.2%] Volume Density(%) 12 Capacity Retention (%) 100 10 8 6 80 100.0 4 2 Coulombic Efficiency (%) 99.5 NBM P100 0 60 99.0 0.01
Slide 29: P200 (2023): Development of Coating Tech
P200 (2023): Development of Coating Tech Concept Schematic Design with Surface Polarity Control Enhancement on Polarity of Surface / Increased Adhesion on Silicon-Polymer Interface 3000 P200 (II)_Additives Specific Capacity (mAh/g) 2500 P200_Reference 2000 Additives 1500 1000 0 10 20 30 40 50 Cycle
Slide 30: P300 (2024): Two-Way Coating Method
P300 (2024): Two-Way Coating Method P300 100 High Capacity (~2,800mAh/g) Coulombic Efficiency (%) 98 96 High Cycling CE (~99.5%) High ICE (>88.0%) 94 92 Polymeric Layer Protection 90 First Method 0 10 20 30 40 50 Cycle Number P200 100 Coulombic Efficiency (%) 98 Stable Cycling CE 96 Ease
Slide 31: P300N (2025): Composite Layer Coating
P300N (2025): Composite Layer Coating • Strengthened Composite Layer Coating Network P300N • Additives: Enhancing Conductivity, Supporting Polymer Matrix • Simple, Feasible & Cost-Effective Process • Ease-to-Scale-Up For Mass Production First Method Performance Implication AVG: 99.8% Exceptional,
Slide 32: Next Steps: Larger-Scale Battery Testing
Next Steps: Larger-Scale Battery Testing Industry-Standard Validation Pathway 1. Coin Half-Cell 2. Coin Full-Cell 3. Single-Layer 4. Multi-Layer (Anode-Only) (Cathode & Anode) Full-Cell Full-Cell Completed with Highest In Progress with Graphite- Planned and In Preparation for Performance Achieved Fi
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