Neo Performance Materials, Inc. · TSX:NEO
Neo Performance Materials — Investor Presentation (November 2025)
34 slides from Neo Performance Materials's investor presentation, Nov 13, 2025
Slide 1: Investor Presentation
Investor Presentation Fast-forwarding Energy & Digital Transformation Technologies TSX: NEO.TO | OTCQX: NOPMF November 13, 2025
Slide 2: Disclaimer
Investor Presentation • 2 Disclaimer Forward-Looking Information Non-IFRS Financial Measures The following presentation contains “forward-looking information” within the meaning of applicable securities laws in Canada. Forward-looking information may relate to future events or future performance of
Slide 3: Rare Earth Global Supply Shift
Why Invest Creation Value Highlights Quarterly In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 3 News Neo Invest Creation Highlights Rare Earth Global Supply Shift
Slide 4: The Solution: History in the Making
Why Invest Creation Value Highlights Quarterly In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 4 News Neo Invest Creation Highlights The Solution : History in the Making > 85% of EV/ HEV traction motors use permanent RE magnets (~1-2 kg/motor) EU President Urs
Slide 5: Neo is…
Why Invest Creation Value Highlights Quarterly In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 5 News Neo Invest Creation Highlights Neo is… By the Numbers • A global leader in energy-saving permanent magnets and critical materials, with established technologi
Slide 6: Navigating Neo's business units and applications
Why Invest Creation Value Highlights Quarterly In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 6 News Neo Invest Creation Highlights Navigating Neo’s business units and applications Magnequench (MQ) Chemicals & Oxides (C&O) • Rare earth magnetic • Rare earth m
Slide 7: Strategic collection of assets and macro trends
Creation Value Highlights Quarterly Neo About In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 7 News Neo Invest Creation Highlights Electric Vehicles AI / Semi- China’s strong position (incl. Traction conductors / in rare earth processing and magnetics Motors)
Slide 8: Macro Trends Driving Strong Growth in Neo's Products
Creation Value Highlights Quarterly Neo About In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 8 News Neo Invest Creation Highlights Macro Trends Driving Strong Growth in Neo’s Products New Energy Vehicle Permanent Magnets for Magnets Critical Traction Motor (b
Slide 9: Geopolitical Forces & Public Policy Tailwinds
Creation Value Highlights Quarterly Neo About In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 9 News Neo Invest Creation Highlights 605k Global Forecasted Demand Geopolitical Forces & Public Policy Tailwinds (Mt of NdFeB Magnets) Neo’s global presence and para
Slide 10: Current rare earth supply chain, outside of China
Creation Value Highlights Quarterly Neo About In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 10 News Neo Invest Creation Highlights Current rare earth supply chain, outside of China Neo has one of the most integrated presence in the value chain with non-capti
Slide 11: Success Factors for a Rare Earth Magnetic Company
In the About Why Value Quarterly Investor Presentation • 11 Financials Appendix News Neo Invest Creation Highlights Success Factors for a Rare Earth Magnetic Company Neo performs well across every criteria required to become a leading global rare earth magnet manufacturer Customer Proven Operational
Slide 12: Unique Asset Base & Technical Expertise
Creation Value Highlights Quarterly Neo About In the About Why Value Quarterly Financials Financials Appendix Investor Presentation • 12 News Neo Invest Creation Highlights Unique Asset Base & Technical Expertise Why Neo is Best Positioned to Win Leading Market Positions Across Multiple End Markets
Slide 13: Delivering Growth & Capital Returns to Shareholders
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 13 News Neo Invest Creation Creation Highlights Delivering Growth & Capital Returns to Shareholders Neo is strategically positioned to capitalize on mega-trends and
Slide 14: Financial Strength & Resilience
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 14 News Neo Invest Creation Creation Highlights Financial Strength & Resilience Strong Balance Sheet(1) Robust Cash Flows (2) Why Neo Wins • Strong balance sheet an
Slide 15: Grand Opening of Rare Earth Magnet Facility in Europe
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 15 News Neo Invest Creation Creation Highlights Grand Opening of Rare Earth Magnet Facility in Europe Over 270 guests from Europe, North America, Australia, and Jap
Slide 16: Additional Pictures of Grand Opening
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 16 News Neo Invest Creation Creation Highlights Additional Pictures of Grand Opening
Slide 17: First Magnet Delivery to Tier 1 Customer in April 2025
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 17 News Neo Invest Creation Creation Highlights First Magnet Delivery to Tier 1 Customer in April 2025 Produced and shipped sintered magnet pieces as initial sample
Slide 18: Advancing a Localized Permanent Magnet Supply Chain
Advancing a Localized Permanent Neo Annual Permanent Magnet Capacity Target Magnet Supply Chain Phase 1A currently ramping up, with Phase 1B planned to increase European 10,000 MT capacity to 5,000 MT annually 20,000 MT 5,000 MT For Phase 2 analysis will consider other jurisdictions including North
Slide 19: European Separation Capabilities
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 19 News Neo Invest Creation Creation Highlights European Separation Capabilities One of the only non-captive separators, operating a large-scale light rare earth se
Slide 20: Strong Growth Prospects: NAMCO - Emissions Control Catalysts
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 20 News Neo Invest Creation Creation Highlights Strong Growth Prospects: NAMCO - Emissions Control State-of-the-art environmental emissions control catalysts produc
Slide 21: Strong Growth Prospects: Other Critical Materials
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 21 News Neo Invest Creation Creation Highlights Aerospace | Superalloys Hf Ta Strong Growth Prospects: Other Critical Materials Superalloys Nuclear Space Superalloy
Slide 22: Execution: Delivering on Commitments
Why Invest Highlights Quarterly Neo About In the About Why Value Value Quarterly Financials Financials Appendix Investor Presentation • 22 News Neo Invest Creation Creation Highlights Execution: Delivering on Commitments PROMISE MADE, PROMISE KEPT April 2023 December 2023 August 2024 August 2024 Sep
Slide 23: Quarterly Updates & Financials
Quarterly Updates & Financials
Slide 24: Q3 2025 Highlights
In the About Why Value Quarterly Investor Presentation • 24 Financials Appendix News Neo Invest Creation Highlights Q3 2025 Highlights Adjusted EBITDA(1) beats expectations; 2025 guidance raised • ~$19 million Q3 2025 Adjusted EBITDA(1) (~29% YoY increase) • 2025 Adjusted EBITDA(1) guidance revised
Slide 25: Capital Projects & Outlook
In the About Why Value Quarterly Investor Presentation • 25 Financials Appendix News Neo Invest Creation Highlights Capital Projects & Outlook Capital Spend Requirements Source of Cash Targets & Outlook for 2025 Emissions Control Catalyst Facility Relocation Cash On Hand Strategic Targets Grand open
Slide 26: Consolidated Financial Statements
In the About Why Value Quarterly Investor Presentation • 26 Financials Appendix News Neo Invest Creation Highlights Consolidated Financial Statements Income Statement Selected Data Shareholder Capital Returns Q-over-Q Year-over-Year Q-over-Q Year-over-Year Comparison Comparison Comparison Comparison
Slide 27: Financial Performance by Business Unit
In the About Why Value Quarterly Investor Presentation • 27 Financials Appendix News Neo Invest Creation Highlights Financial Performance by Business Unit Magnequench Q-over-Q Comparison Year-over-Year Comparison Quarter Highlights: • For the quarter, sales volumes increased by 21% year-over-year, s
Slide 28: Appendix
neo Appendix
Slide 29: Positioned to Win With Diversified, Parallel Supply Chains Amid Shifting Geopolitics
In the About Why Value Quarterly Investor Presentation • 29 Financials Appendix News Neo Invest Creation Highlights Positioned to Win With Diversified, Parallel supply Chains Amid Shifting Geopolitics Strategic Advantage Shifting Geopolitics: Neo is a net U.S. Tariffs beneficiary of shifting geopoli
Slide 30: Positioned to Win With Diversified, Parallel Supply Chains (Cont'd)
In the About Why Value Quarterly Investor Presentation • 30 Financials Appendix News Neo Invest Creation Highlights Positioned to Win With Diversified, Parallel supply Chains Amid Shifting Geopolitics (Cont'd) Unique Magnet Advantage: Neo is the only company Export Controls globally with a heavy-rar
Slide 31: Case Study: First-of-kind Rare Earth Magnetics in HEV Traction Motor
In the About Why Value Quarterly Investor Presentation • 31 Financials Appendix News Neo Invest Creation Highlights Case Study: First-of-kind commercialized Rare Earth magnetics in HEV Traction Motor without heavy rare earths • Neo’s Magnequench division co-developed with Daido a 0% Heavy Rare Magne
Slide 32: Board of Directors: Independent Directors
In the About Why Value Quarterly Investor Presentation • 32 Financials Appendix News Neo Invest Creation Highlights Board of Directors: Independent Directors Neo’s Board is comprised of current & former senior executives, with backgrounds in law, government, accounting, finance, material science, an
Slide 33: Executive Management
In the About Why Value Quarterly Investor Presentation • 33 Financials Appendix News Neo Invest Creation Highlights Executive Management Neo’s Executive team is comprised of experienced executives in general management, finance, operations, sales & marketing, law, and engineering Rahim Suleman Jonat
Slide 34: Corporate Headquarters
Performance Materials Corporate Headquarters Suite 1740, 121 King Street West Toronto, Ontario, Canada, M5H 3T9 (416) 367 8588 For further investor Follow us on: information and A black and white logo Description automatically generated company updates: Maggie MacDougall Capital Markets Advisor ir@n
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