J-star Holding Co., Ltd. · NASDAQ:YMAT
J-star — Investor Presentation (January 2026)
15 slides from J-star's investor presentation, January 2026
Slide 1: J-Star Holding Co., Ltd. Investor Presentation
J-Star Holding Co., Ltd. INNOVATIVE CARBON FIBER & COMPOSITE SOLUTIONS INVESTOR PRESENTATION January 2026 | Nasdaq: YMAT
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements, all of which are subject to risks and uncertainties. Forward-looking statements give our current expectations or forecasts of future events. You can find many (but not all) of these statements by the use of words such as “approximates
Slide 3: We are a Leading Provider of Innovative Carbon Fiber & Composite Solutions
We are a Leading Provider of Innovative Carbon Fiber & Composite Solutions 3
Slide 4: Key Investment Highlights
Key Investment Highlights 50+ years of carbon fiber excellence Leading provider of innovative carbon fiber & composite solutions, serving a large addressable market that is expected to grow at a CAGR of 10% through 2028 Proprietary resin technology, materials science and superior in- house R&D desig
Slide 5: Large & Growing Demand for High-End Carbon Fiber Products
Large & Growing Demand for High-End Carbon Fiber Products Macro Trends Fueling Demand +9.7% CAGR: $6.20B 2019-2028E Higher participation rates in $3.80B sports/leisure activities $2.68B Favorable government policy support for carbon fiber industry 2019 2020 2021 2022 2023 2024E 2025E 2026E 2027E 202
Slide 6: Carbon Fiber Is Superior to Other Materials
Carbon Fiber Is Superior to Other Materials Regular Bicycles Carbon Bicycles Major Materials Steel, aluminum alloy, titanium alloy Carbon fiber Weight 10-15 kg 5-10 kg Difficult, requires complex stress calculation, longer Manufacturing difficulty Mature production cycle Stiffness Low High Tensile s
Slide 7: Our Competitive Advantage is Our Strength in Material Research & Resin Technology
Our Competitive Advantage is Our Strength in Material Research & Resin Technology Experience We have over 50 years of innovative composite experience, including over 30 years of pioneering resin innovation and formulation. We continue to develop resins and reinforcements to provide cost- effective w
Slide 8: Key Priorities
Key Priorities Move Away from China- Focus on U.S. Expand in Pickleball & Financial Solutions Based Manufacturing Manufacturing Other Branded Products • Exited China operations, • Bringing proven tech and • Reducing reliance on OEM • Providing flexible financial including OEM business, to process to
Slide 9: Strategic Transformation has Stabilized the Business
Strategic Transformation has Stabilized the Business 1H 2025 Financial and $23.0 Business Highlights $19.1 +31% $16.4 Revenue +31% Y/Y, including ~500% growth in $13.9 both rackets and technical services businesses $12.2 $9.8 $9.5 $10.6 Significantly expanded in rackets, including $8.1 launching YMA
Slide 10: Roadmap for Returning to Growth
Roadmap for Returning to Growth • Pickleball paddles • Healthcare • Automobile Paddles • Aerospace & defense provide resin solution for other manufacturers 3-year $20.1M J-Star’s Strategic Revenue Growth Vision Brand Partnerships Pickleball Healthcare & Aerospace & and Direct-to- OEM for Third- Lice
Slide 11: YMA's First Line of Owned Brand Pickleball Paddles
YMA’s First Line of Owned Brand Pickleball Paddles Designed and developed in house by YMA Paddles Setting a new standard in performance, design, and innovation for the next generation of pickleball players Participating in North America’s fastest growing sport Approved by USAPA for sanctioned play 1
Slide 12: High-Performance Cycling Components
High-Performance Cycling Components Design and manufacture of high-end carbon components without compromise Initial Product Range QO Race QO Rocks QO Grava The Future of Co-founded by YMA with industry veterans Pablo Carrasco and Ignacio Estellés, the Performance Cycling legendary minds behind Rotor
Slide 13: Carbon Fiber E-bikes
Carbon Fiber E-bikes Designed for performance, durability, and style and to meet growing demand for sustainable urban mobility across Asia and global markets Introducing: Fat-Tire E-Assist Bicycle ✓ Lightweight carbon frame ✓ Long-range battery ✓ Intelligent assist system Download HD White Youtube L
Slide 14: A Winning Team
A WINNING TEAM Sam Van Jonathan Chiang Chief Executive Officer Chairman of the Board Extensive leadership and capital markets Accomplished global executive with expertise, with a career dedicated to helping significant experience in composite material scale global businesses application industry
Slide 15: Thank You
THANK YOU investor@j-starholding.com J-Star Holding Co., Ltd. YMA j-starholding.com ymacorp.com White LinkedIn Logo Icons for Your Website ymapaddles.com Instagram White Icons – Free Download SVG, PNG, GIF Facebook White Icon for Black Social Media Design: PNG ...
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