Novonix Ltd · ASX:NVX
Novonix — Shareholder Meeting (April 2026)
23 slides from Novonix's shareholder meeting presentation, Apr 15, 2026
Slide 1: Presentation to the Annual General Meeting
ASX ANNOUNCEMENT (ASX: NVX) Presentation to the Annual General Meeting Brisbane, Australia, 15 April 2026 - NOVONIX Limited (NASDAQ: NVX, ASX: NVX) (“NOVONIX” or the “Company”), a leading battery materials company, advises that the Chairman’s Address to the Annual General Meeting and the Annual Gene
Slide 2: Chairman's Address to AGM
15 April 2026 Chairman’s Address to AGM I will provide my perspective on the Company’s progress over the past year, which has been an important period of operational progress, as well as the opportunities and challenges facing NOVONIX and the sector more broadly. Globally, calendar year 2025 was mar
Slide 3: Chairman's Address to AGM (continued)
materials. At the same time, we updated the market on the expected timing for commencement of mass production of battery-grade anode material for Panasonic Energy, which is now anticipated in the second half of 2027, reflecting the rigorous qualification processes required for anode grade synthetic
Slide 4: Chairman's Address closing
We appreciate your continued support and look forward to providing further updates on our progress. Thank you, and I will now turn to the business of the meeting. ENDS For personal use only 1029 West 19th Street, Chattanooga, TN 37408, USA | novonixgroup.com
Slide 5: Presentation to the Annual General Meeting
April 2026 For personal use only Presentation to the Annual General Meeting
Slide 6: Important Notice and Disclaimers
Important Notice and Disclaimers The purpose of this presentation (the “Presentation”) is to provide general information results are included in the “Risk Factors” disclosed in our filings with the U.S. about (ACN 157 690 830) (“the Company” or “NOVONIX”). It is not recommended that Securities and E
Slide 7: NOVONIX Overview
For personal use only NOVONIX Overview
Slide 8: NOVONIX is America's Solution for Synthetic Graphite
NOVONIX is America’s Solution for Synthetic Graphite Why NOVONIX? Strategic Relationships For personal use only • Most advanced producer of synthetic graphite in North America and one of the only U.S.-based companies commercializing a domestic Tier 1 alternative Customer* Agreements • We are product
Slide 9: The Battery Market
For personal use only The Battery Market
Slide 10: Graphite is Critical to Energy Independence
Graphite is Critical to Energy Independence Graphite is essential to every lithium-ion Projected North American Graphite Demand battery and critical for power grid stability, (k tonnes) For personal use only defense systems, and advanced manufacturing 1,099 1,085 1,015 954 • Defense applications • T
Slide 11: The Graphite Problem: Highly Concentrated Supply Chain
The Graphite Problem: Highly Concentrated Supply Chain Chinese Concentration For personal use only • China is the world’s largest producer and exporter of synthetic graphite with ~99% produced in China or by Chinese-controlled companies1 • On December 1, 2023, China imposed export controls on certai
Slide 12: 45X Manufacturing Tax Credits Require Increasing Levels of Non-PFE Sourcing
45X Manufacturing Tax Credits Require Increasing Levels of Non-PFE Sourcing 45X Production Tax Credits • 2025 average cell price ~$74/kWh1 and ~$108/kWh for packs For personal use only $35/kWh of $10/kWh for • 45X tax credits are critical to profitable cell manufacturing in Cells Packs the U.S. as t
Slide 13: The NOVONIX Difference
For personal use only The NOVONIX Difference
Slide 14: The NOVONIX Difference: 100% Synthetic Graphite Focus
The NOVONIX Difference: 100% Synthetic Graphite Focus Synthetic Graphite Know-How Gained Divestitures Aimed at Aligning Capital Over 10 Years of IP Development with Strategic Focus For personal use only • Outside of China, there is no established synthetic graphite Battery Technology Solutions proce
Slide 15: The NOVONIX Difference: Installed Mass Production Capacity
The NOVONIX Difference: Installed Mass Production Capacity NOVONIX has invested ~$200M in the buildout of Chattanooga operations with ~1,400 tonnes of existing annualized capacity installed For personal use only Raw Coke Processing Grinding & Shaping Mills Agglomeration (Installation in Progress) Gr
Slide 16: The NOVONIX Difference: Continuous Graphitization Furnaces
The NOVONIX Difference: Continuous Graphitization Furnaces Input Material NOVONIX’s proprietary graphitization technology delivers materially lower emissions at the process Coke and product level, supporting both regulatory compliance and OEM decarbonization strategies For personal use only Graphite
Slide 17: The NOVONIX Difference: Tier Offtake Secured
The NOVONIX Difference: Tier 1 Offtake Secured A +/- 3-year sampling timeline with significant resource obligations between customers & suppliers creates highly “sticky” commercial partnerships Binding Supply Opportunity/Lead Collection Initial Opportunity Engagement Technical Validation GT&Cs and S
Slide 18: The NOVONIX Difference: Tier Offtake Secured
The NOVONIX Difference: Tier 1 Offtake Secured Customers with Binding Offtakes* Customer Volumes1, 2 For personal use only 180,000 4-year commitment totaling 10,000 160,000 tonnes following successful 140,000 qualification Tonnes Per Annum (TPA) 120,000 100,000 5-year commitment for a minimum of 32,
Slide 19: Looking Forward
For personal use only Looking Forward
Slide 20: Strategic Capital Deployment – Adjacent Land Investigation
Strategic Capital Deployment – Adjacent Land Investigation • Current expansion plan to 50kTpa contemplates two separate locations in Chattanooga, Tennessee NRS and NES • This investigation allows the 50kTpa expansion to be done on one site (one project) For personal use only • Capital savings coul
Slide 21: Key Highlights Driving Future Growth
Key Highlights Driving Future Growth Scaling Operations to • Refine and test production parameters to fully meet EV customer mass production sampling requirements For personal use only Deliver Production • Leverage Riverside engineering to progress further phases of expansion Volumes • Align future
Slide 22: Contact Information
Contact Information Corporate Operations For personal use only • Mike O’Kronley, CEO • Robert Long, CFO 1029 West 19th Street • Dwayne Johnson, COO Chattanooga, • Kimberly Heimert, CLRO Tennessee USA, 37408 • Suzanne Yeates, Secretary Investor Relations: IR@novonixgroup.com 353 Corporate Place Media
Slide 23: For personal use only
For personal use only