Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (October 2026)
22 slides from Nano One Materials's investor presentation, Oct 6, 2026
Slide 1: Changing How the World Makes Battery Materials
TSX: NANO │ FF: LBMB│ OTCQB: NNOMF Nano One Materials Changing How the World Makes Battery Materials Lower Cost Easier-to-Permit Simplified Process Supply Chain Resilient Modular & Scalable 1 | TSX: NANO | 2026-10-06
Slide 2: Disclaimers
Disclaimers TSX: NANO | FF: LBMB | OTCQB: NNOMF Disclaimer None of the information or analyses presented are intended to form the basis for any investment decision, and no specific recommendations are intended. Accordingly, any use of this information is at the reader’s risk and without liability to
Slide 3: Executive, Investor and Business Leaders
500+ Years Cathode Experience Executive, Investor and Business Leaders Alex Holmes Denis Geoffroy Carlo Valente Adam Johnson CEO COO CFO SVP, External Affairs Kelli Forster Dr. Guoxian Liang Andrew Muckstadt Jason Zandberg Aleem Ladak SVP, SVP, VP, Business Director, Director, Corporate People & Cul
Slide 4: Nano One Materials
TSX: NANO Nano One Materials Key Shareholders Rio Tinto, Sumitomo, US Global RobecoSam, Schroders A Canadian process technology company producing LFP cathode active materials— the critical processing layer between mined & refined minerals and lithium-ion batteries. Analyst Coverage Our patented One-
Slide 5: Investment Highlights
Investment Highlights A platform built on a portfolio of process technology patents enabling cost-effective onshoring of critical battery materials. 1. Scalable, Capital-Efficient Business Model Licensing-led platform with royalty model economics. 2. Validation through Strategic Partners De-risked p
Slide 6: How Lithium-Ion Batteries Work
Batteries 101 How Lithium-Ion Batteries Work COMPONENTS Cathode (+) Li+ Separator & Electrolyte Li+ Anode (–) Charging moves lithium ions from Energy is generated when lithium the cathode through the ions move from the anode to the electrolyte to the anode. cathode. 6 | TSX: NANO | 2026-10-06
Slide 7: Cathodes
Cathodes 101 Cathodes Drive Cathode Active Material (CAM) ~40-60% • Key to energy density, durability, power output, and efficiency. of a Battery’s • Most complex, costly, energy, and environmentally-intensive Total Cost1 component. & Other ↑ Durability ↑ Safety ↓ $ ±15% due to variations LFP P Li L
Slide 8: Global Battery Bottleneck: Cathodes
Cathode Bottleneck Global Battery Bottleneck: Cathodes Mine Critical Minerals ~98% Refine & Purify China also holds a near monopoly on Global LFP Cathodes precursor cathode active material (pCAM)— with shares above 95%2 Produced in China1 Process into China Tightens Control On Battery Technology Exp
Slide 9: Process Cost-Competitive & Greener
Process Cost-Competitive1 & Greener2 PCAM, CAM & Coating Combined $ UP TO 30% ↓ OPEX AT LEAST 30% ↓ CAPEX 59 Patents Granted3 + 47 Pending ↓ 80% LESS ENERGY ∅ SODIUM SULPHATE WASTEWATER coating See How It Works CAM CO2 ↓ 50-60% GHGS P lithiated coated Li2CO3 Fe ↓ 80% WATER USAGE LFP ↑ SUPPLY CHAIN D
Slide 10: Global Cathode Chemistry Market Demand Forecast
Global Cathode Chemistry Market Demand Forecast 1 1 Derived from Bloomberg NEF Lithium-Ion Batteries: State of the Industry 2024 2035 20+ variations4 of NCM, 2.1 NCA, NCMA, LMR, LNM, ROW (exPRC) 4.2 mtpa LFP LMFP, Na-ion, etc TWh 168 $½B plants 35 million EVs Average market size 2.5% (~150 GWh) All
Slide 11: Cathode Market LFP Demand Market Forecast
Cathode Market LFP Demand Market Forecast1 3X Demand Forecast1 Mass Adoption is Clear higher than forecasted 1,2 3.5 (Terawatt Hours, TWh) in 2021 2035 Other 5X CAM LFP RoW RoW Growth from 2025-35 RoW 3.0 Driven by ↑ AI ↑ BESS ↑ EV 5.9 2.5 TWh Other 2.0 LFP Rest of 2.1TWh 4.2 mtpa LFP 168 $½B plants
Slide 12: Market Overview: G7 Defence Spending Is Accelerating
MARKET OVERVIEW G7 Defence Spending Is Accelerating Every G7 country reported material increases in defence spending from 2021 to 2025—directly funding the critical-minerals supply chains Nano One participates in. DEFENCE SPENDING GROWTH, 2021 → 2025e (USD) NATO GDP TARGET 5% of GDP Germany +94.6% C
Slide 13: Defence & Critical-Minerals Spending
MARKET OVERVIEW Defence & Critical-Minerals Spending Government capital is pouring into allied critical-mineral and battery supply chains. 3.8% 0.2% $16.7B ~45× CRITICAL-MINERAL COMBINED U.S. + CANADA CRITICAL- GROWTH IN U.S. DOD CRITICAL- SPEND AS A % OF DEFENCE SPENDING MINERALS FUNDING COMMITMENT
Slide 14: Military Electrification is a Multi-Decade Demand Driver
MARKET OVERVIEW Military Electrification is a Multi-Decade Demand Driver MILITARY BATTERIES MARKET FORECAST, 2025 → 2034 (USD) $5.2B Global Military Battery Market Forecas t 9.3% CAGR FORTUNE BUSINESS INSIGHTS FORECAST MILITARY BATTERY MARKET WILL GROW TO US$5.2B BY 2034 $2.4B MILITARY BATTERY APPLI
Slide 15: U.S. Demand for LFP
2030 Pipeline Nano One’s One-Pot process, enables a FEOC-free pathway U.S. Demand for LFP from a U.S. resource to finished CAM. Stage Set for Localization Policy Measures Having an Impact Demand is Here Supply is Controlled Offshore 290 GWh of North American cell capacity has been China holds 60–70%
Slide 16: Facilities—Located in Canada
Facilities—Located in Canada Commercialization Hub Innovation Hub 80,000 sf | Québec, Canada 25,000 sf | BC, Canada Full Scale LFP Plant & 15 Years Manufacturing Expertise LFP, NMC, LNMO & Other CAM expansion Target → 800+ Tpa 59 Patents Granted & 47+ Pending ✓ Derisk In Full Scale Production Equipm
Slide 17: Proactive. Funded. Focused.
carbon 1st license 1st 600ton 2400 tpa LFP grows 4-Year Milestones Invention coating IP Phostech @ Phostech @ Candiac in China Proactive. Funded. 1996 1997-2001 2002 2005 2012 - 2022 2012 - 2024 Focused. LFP Early History C$10.25M Acquire Candiac C$10M C$2.8M US$13M C$18M C$5M C$3M C$4.3M Agree Clos
Slide 18: Rapid Global Scaling & License Model
One-Pot Licensing Existing Pilot & Demo Facility (Candiac) Rapid Global Scaling & License Model • Modular, scalable, and globally deployable. • Eliminates waste and is easier to site and permit. • Leverages existing pilot and demonstration facilities with less capital at risk. Proven Technology Trac
Slide 19: Paths to Revenue
Changing How the World Makes Battery Materials Paths to Revenue1 Licensing Revenue Direct Sales Dev Project (JV Model) Technology Licensing • Candiac Facility • Multi tonne offtake samples from • Design Once Build Many • Small volumes Defense & ESS Candiac in 2026, B/C samples • Pre-sales package in
Slide 20: 2025-26 Catalysts—In Motion
2025-26 Catalysts—In Motion Finance - $28.2M in Gov Funding Drawn in 2025 and 2026 (More in Process) Non-Dilutive Capital - $57M in Active Funding Programs CAM Package – Three Distinct Packages One-Pot Equipment – Proprietary Agitator Design & Reactor Design (NGen Support) Government Policy - Strong
Slide 21: Executive Summary
Executive Summary Growth through Technology Licensing—59 Patents Granted, 47+ Pending • High margin potential EBITDA–Capital light, upfront license fees, production royalty streams, rapid expansion and growth, potential JVs • Demo plant in Québec derisks and supports licensees with production, offta
Slide 22: Changing How the World Makes Battery Materials
TSX: NANO Changing How the World Makes Battery Materials Question & Answer 22 | TSX: NANO | 2026-10-06
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