Graphene Manufacturing Group Ltd · TSXV:GMG
Graphene Manufacturing — Investor Presentation (October 2026)
31 slides from Graphene Manufacturing's investor presentation, Oct 1, 2026
Slide 1: Transformative Graphene Energy Solutions
TSX-V:GMG OTCQX:GMGMF Graphene Manufacturing Group TRANSFORMATIVE GRAPHENE GMG is a certified Verified ENERGY SOLUTIONS Graphene Producer® - independently verified by the Advanced Carbons Council (ACC) through rigorous in-person facility graphenemg.com inspections and world-class material characteri
Slide 2: Disclaimer
DISCLAIMER DISCLAIMER The information contained within this presentation has been prepared by Graphene Manufacturing Group Ltd. (“GMG” or the “Company”) as of markets and sales channels for the Company’s products will develop as expected, that the Company's planned production expansion into Septembe
Slide 3: With Our Products We All Can Do Better
International Energy Agency (IEA): “thermal management improvements in buildings and industry represent the largest single opportunity for energy cost reduction globally” WITH OUR PRODUCTS WE ALL CAN DO BETTER GMG PRODUCTS ARE FOR t h e i n d u s t r i e s t h a t c a n ’ t a f f o r d t o w a s t e
Slide 4: GMG Products Solve One Problem: Trapped Heat
GMG PRODUCTS SOLVE ONE PROBLEM: TRAPPED HEAT Our Products move heat FASTER through GMG makes its graphene to transfer the use of GMG’s Graphene heat faster – i.e. HEAT TRANSFER When Heat is moved FASTER FUNCTIONALISATION. it can provide four outcomes: GMG PRODUCTS Cost and energy savings GRAPHENE —
Slide 5: High Margin, Scalable & Disruptive Applications
HIGH MARGIN, SCALABLE DISRUPTIVE APPLICATIONS HIGH MARGIN, S C A L A B L E & D I S R U P T I V E A P P L I C A T I O N S targets two major markets: E N E R G Y E F F I C I E N C Y : Graphene coatings, lubricant additive and lithium-ion battery additive improve efficiency in HVAC-R(1), engines (1) and
Slide 6: Proprietary Clean Technology Platform
PROPRIETARY CLEAN TECHNOLOGY PLATFORM Graphene Production GMG manufactures graphene in-house using a proprietary process that converts natural gas into high-quality graphene, b y p a s s i n g t y p i c a l g r a p h i t e mining dominated and controlled by China. Thi s graphene then supports GMG’s
Slide 7: Significant Revenue Generating Opportunities
SIGNIFICANT REVENUE GENERATING OPPORTUNITIES SIGNIFICANT REVENUE Sales Team Members GENERATING OPPORTUNITIES Countries with Product Testing & Sales Activity London Germany Italy Seoul Tokyo GMG’s target markets for energy New Delhi saving lubricants, coatings, and advanced batteries are Singapore mu
Slide 8: GMG Operations
GMG OPERATIONS GMG O P E R A T I O N S HEAT EXCHANGER COATING 1 Million Litres p.a. Coating Blending Plant Operational NATURAL GAS (~2% Graphene) FUNCTIONALISATION HEAT TRANSFER ®LUBRICANT Pilot Plant Lubricants Pilot Plant Operational (~1% Graphene) ®FLUID Pilot Plant Coolant Pilot Plant (~1% Opera
Slide 9: Strategic Partners Under Development
STRATEGIC PARTNERS UNDER DEVELOPMENT STRATEGIC PARTNERS UNDER DEVELOPMENT GMG has established confidential partnerships and distributor relationships with large manufacturers covering applications in automotive, personal electronics, aviation, energy, and heavy industry. The company The company The c
Slide 10: Fulcrum: Factory for Graphene Factories
FULCRUM: “FACTORY FOR GRAPHENE FACTORIES” GMG Board approved AU$1.2 million capital to support feasibility level design, engineering and long-lead procurement for GMG’s “Fulcrum” Facility. The GMG Fulcrum Facility is expected to include an area for assembling Graphene Modular Production Units (MPU’s
Slide 11: Business Economics – The Fundamentals Are Exciting
BUSINESS ECONOMICS – THE FUNDAMENTALS ARE EXCITING Modular Plant Unit (MPU) & Liquids Blending Facility: Expected Capital: <AU$ 5 million Expected Graphene Production: ~10 tonne per annum Expected Liquid Graphene Production: ~ 1 million litres per annum Initial Location: Brisbane Planned NA Expansio
Slide 12: Maturing Financial Capability
Canada's MATURING FINANCIAL CAPABILITY MATURING FINANCIAL CAPABILITY TSX-V (TSX Venture) E x c h a n g e GMG SHARE S OUTSTANDING 133,877,670(b) MARKET CAPITALIZATION BUILD REVENUE Maturing sales and DEVELOP Fi rst leading segment PARTNER Australian CASH ON HAND AU$10.3M(a) ~C$310M (b) marketing team
Slide 13: Investment Highlights
INVESTMENT HIGHLIGHTS INVESTMENT HIGHLIGHTS 1 PROPRIETARY LOW-COST SCALABLE PRODUCTION TECHNOLOGY 2 H I G H M A R G I N P A T E N T E D P R O D U C T S IN G L O B A L S C A L E S E C T O R S 3 M U L T I P L E POTENTIAL R E V E N U E O P P O R T U N I T I E S 4 ENERGY EFFICIENCY & ENERGY STORAGE MARK
Slide 14: Investor Relations
TSX-V:GMG OTCQX:GMGMF Graphene Manufacturing Group TRANSFORMATIVE GRAPHENE ENERGY SOLUTIONS INVESTOR RELATIONS info@fcir.ca +647 – 689 – 6041 www.focusir.ca
Slide 15: Product Information
PRODUCT INFORMATION
Slide 16: THERMAL-XR Commercial Progress
THERMAL-XR®COMMERCIAL PROGRESS THERMAL-XR® COMMERCIAL PROGRESS THERMAL Some of our customers trialing T H E R M A L - X R ® are considered world market leaders in their industry and bring considerable large scale opportunity potential THERMAL-XR® CUSTOMER ADOPTION PROCESS THERMAL-XR® Product VIDEO:
Slide 17: THERMAL-XR Distribution
THERMAL-XR®DISTRIBUTION THERMAL-XR® DISTRIBUTION THERMAL DISTRIBUTION/LOGISTICS N u - C a l g o n is G M G ’ s e x c l u s i v e d i s t r i b u t i o n p a r t n e r for A F T E R M A R K E T H V A C in North America →N u - C a l g o n is the largest specialty chemical provider to the HVACR market
Slide 18: No Corrosion 30,000 Hour Milestone
NO CORROSION 30,000 HOUR MILESTONE THERMAL Image of THERMAL-XR® coated plates upon commencement of tests Images of THERMAL-XR® coated plates after 30,000 hours of salt spray testing Certification of 30,000 hours of salt spray test ASTM B117-19 for THERMAL-XR® Graphene Manufacturing Group TRANSFORMAT
Slide 19: Launch: Australian Roll Out of THERMAL-XR on Beijer Ref Coils
LAUNCH: AUSTRALIANROLL OUT OF THERMAL-XR® COATING ONBEIJER REF COILS LAUNCH: AUSTRALIAN ROLL OUT OF THERMAL-XR® COATING ON BEIJER REF COILS B E I J E R R E F is one of the world’s largest global refrigeration and HVAC Available from wholesalers, headquartered in Malmö, Sweden, with operations spanni
Slide 20: Industry First Palletised Graphene Products Available for Order
INDUSTRY FIRST PALLETISED GRAPHENE PRODUCTS AVAILABLE FOR ORDER FOR GLOBAL* DISTRIBUTION I N D U S T R Y FIRST PALLETISED GRAPHENE PRODUCTS AVAILABLE F OR O R D E R F OR GLOBAL* DISTRIBUTION ENG DEU FRA SPA ITA POR POL TUR IND VIE HIN CHI JPN KOR THA ARA * Each product label has 16 languages. Delive
Slide 21: Lubricant Performance
LUBRICANT PERFORMANCE LUBRICANT PERFORMANCE 10% G r a p h e n e f r o m G ® L U B R I C A N T r e d u c e s f u e l c o n s u m p t i o n b y u p t o 10% b y l o w e r i n g t h e f r i c t i o n o n t h e cr it ical b o u n d a r y l u b r i c a t i o n z o n e s o f p i s t o n s $1 spent on G-Lub
Slide 22: G-Fluid – More Heat Transfer & Antimicrobial
FLUID – MORE HEAT TRANSFER ANTIMICROBIAL FLUID – MORE HEAT TRANSFER & ANTIMICROBIAL → GMG’s G ® F L U I D i s a g r a p h e n e e n h a n c e d w a t e r - b a s e d 1 : 1 0 0 c o n c e n t r a t e f o r i n d u s t r i a l c o o l i n g s y s t e m s in Data Centres, Industrial Processing Plants, O
Slide 23: Graphene Additive for Lithium-Ion Battery
GRAPHENE ADDITIVE FOR LITHIUM-IONBATTERY G R A P H E N E ADDITIVE F O R LITHIUM-ION B A T T E R Y →GMG’s S U P A G ® is an additive for Lithium-Ion Batteries → It can be used as a Cathode Additive (1%) and/or after further development, management believes it has potential for an Anode Alternative to
Slide 24: G-Cells Battery Advantages – Fast Charging
G®CELLS BATTERY ADVANTAGES- FAST CHARGING G®CELLS BATTERY ADVANTAGES- FAST CHARGING G®CELLS prioritize long life and fast charge capability over energy density – but still have 87% more energy density than competing tested LTO’s High Power 6 Minute F a s t C h a r g i n g P e r f o r m a n c e G®CEL
Slide 25: G-Cells Battery Advantages – Long Life
G®CELLS BATTERY ADVANTAGES- LONG LIFE G®CELLS BATTERY ADVANTAGES- LONG LIFE 6 Minute F a s t C h a r g i n g P e r f o r m a n c e - L o n g C y c l e L i f e P e r f o r m a n c e Capacity Retention of GMG G® CELLS vs LTO Cell WHEN COMPARED TO 110 LTO CELLS TESTED: 100 Capacity retention % G ®C E L
Slide 26: G-Cells Battery Performance – High Voltage
G®CELLS BATTERY PERFORMANCE- HIGH VOLTAGE G®CELLS BATTERY PERFORMANCE- HIGH VOLTAGE WHEN COMPARED TO LTO CELLS TESTED: G ®C E L L S P R O V I D E M O R E CAPACITY AT HIGHER VOLTS: G® CELLS : 3.2 Nominal Volts ~ same voltage ~ for 80% of discharge capacity LTO : 1.8 Nominal Volts reduced 0.8 volts ac
Slide 27: G-Cells Initial Battery Safety Tests
G®CELLS INITIAL BATTERY SAFETY TESTS G®CELLS INITIAL BATTERY SAFETY TESTS INITIAL TESTING DONE BY GMG: WHEN COMPARED TO LITHIUM CELLS TESTED: G ®C E L L S D O N O T E X P L O D E WHEN PENETRATED WITH A NAIL. G ®C E L L S D O N O T C A T C H F I R E WHEN PUT INTO WATER. PLEASE CLICK TO SEE VIDEO Batt
Slide 28: G-Cells Battery Performance – Temperature
G CELLS BATTERY PERFORMANCE- TEMPERATURE G CELLS BATTERY PERFORMANCE- TEMPERATURE WHEN COMPARED TO LTO CELLS TESTED: G ®C E L L S H A V E 8 7 % H I G H E R E N E R G Y D E N S I T Y POUCH CELL G ®C E L L S H A V E 6 T I M E S L E S S R E S I S T A N C E SAMPLES G ®C E L L S I N C R E A S E T E M P E
Slide 29: G-Cells Battery Advantages
G®CELLS BATTERY ADVANTAGES G®CELLS BATTERY ADVANTAGES POTENTIAL APPLICATIONS DIESEL ENGINE ENERGY ELECTRIC AVIATION RAIL PERSONAL P OW ER TOOLS REPLACEMENT STORAGE VEHICLES (electric vertical ELECTRONICS (fast charging & (high load & power (in front or behind take off & landing) (fast charging & lon
Slide 30: Battery Technology Readiness Level (BTRL)
BATTERY TECHNOLOGY BATTERY TECHNOLOGY READINESS L E V E L (BTRL) Progress G+AI Battery G M G is currently optimizing has progressed electrochemical behaviour to B T R L 4 for pouch cells Lab-Scale Production Component Electrochemical Cell Production Process Commerciali- and Basic Production Process
Slide 31: Battery Cell Expected Roadmap
BATTERY CELL EXPECTED ROADMAP B A T T E R Y C E L L EXPECTED R O A D M A P →Cells for Testing →Battery Cells →500 mAh Cell supplied to Partner(s) →Cell Testing Customers 2023 2024 2025 2026 2027+ →1000 mAh Cell →Utilise GMG’s →Utilise BIC Battery Development →Cell Testing Indiana Cell Centre for spr
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