Evion Group Nl · ASX:EVG
Evion Group Nl — Investor Presentation (August 2025)
19 slides from Evion Group Nl's investor presentation, Aug 5, 2025
Slide 1: An integrated, global graphite producer set to supply the EU
An integrated, global Corporate August 2025 ASX: EVG Presentation eviongroup.com graphite producer set to supply the EU. For personal use only
Slide 2: Disclaimer
Disclaimer 01 Forward Looking Statement Competent Person’s Statement Certain statements contained in this presentation, including information as to the future financial or operating performance of Evion Mineral Resource – Razafy and Razafy NorthWest Group NL (‘‘the Company’) and its projects, are fo
Slide 3: Overview
02 Overview Panthera Evion is a vertically 01 Evion is generating revenue. Production of expandable graphite since March 2025 at Maniry Mine BAM integrated graphite our 50:50 JV in India is making cash and has significant revenue upside. Market producer positioned For personal use only Team Invest f
Slide 4: Maniry Graphite Project
03 Overview Panthera Maniry Mine BAM Market For personal use only Team Invest Maniry Graphite Project. High-grade flake graphite project in mining friendly Madagascar.
Slide 5: Madagascar is the largest producer and exporter of graphite outside China
04 Madagascar is the largest producer Overview New bypass road from RN7 Panthera highway to be used to access Toliara Port. This and exporter of graphite in the Maniry Mine public road, financed by the BAM World Bank, has been under Market world outside of China*. construction over the last 12 For p
Slide 6: Large, high-grade resource with long-term upside
5 Large, high-grade Overview Panthera resource with Maniry Mine BAM Market long-term upside. For personal use only Team Invest Ore Reserve Total Resource Exploration Target Cautionary Statement: The 16.2Mt 40Mt 260-380Mt Exploration Targets reported herein are not JORC compliant Mineral Resources. T
Slide 7: Pathway to mine development and production in Madagascar
6 Overview Panthera Maniry Mine Pathway to Mine development and production in begin production BAM Market Madagascar. For personal use only Team Invest Offtake partners in progress. Planning for anode production Joint Permitting and licence Venture Partner. approval in progress with substantial work
Slide 8: Support from the EU
7 Overview Panthera Maniry Mine BAM Support from the EU Market • Engagement with Madagascar government to finalise For personal use only Team Invest permit approval and granting of licenses • Offtake partners to acquire concentrate – an introduction to OEM’s and other parties that will require a lon
Slide 9: Our Global Reach
8 Overview Panthera Maniry Mine BAM Market For personal use only Team Invest Our Global Reach. Brand new, state-of-the art, purpose-built processing facility near Pune, India.
Slide 10: Panthera Graphite Technologies
9 Overview Panthera Panthera Graphite 01 JV established with Metachem Manufacturing Co, an experienced Maniry Mine BAM Market Technologies. expandable graphite producer with over 20 years’ operating history. For personal use only Team Invest 02 Production facility located in a Special Economic Zone,
Slide 11: Battery Anode Material Project (BAM)
10 Overview Panthera Maniry Mine BAM Market For personal use only Team Invest Battery Anode Material Project (BAM). Uncoated spheronised purified graphite (SPG) for use in lithium-ion batteries.
Slide 12: Scoping study supports strong economics and technical viability
11 Overview Panthera Maniry Mine Scoping study BAM Market supports strong economics and For personal use only Team Invest technical viability. 30,000tpa Refer ASX Announcement 17 Pre-Tax NPV8% Pre-Tax IRR Initial CAPEX Total Pre-Tax Cashflow Payback January 2023 US$392M 39.5% US$117M US$2,808M 3.51
Slide 13: An experienced Board, positioned to deliver the next phase of growth
12 Overview Panthera Maniry Mine BAM Market For personal use only Team Invest Heather Zampatti David Round Warrick Hazeldine Craig Lennon Non-Executive Chair Managing Director Non-Executive Director Non-Executive Director An experienced Previously Head of Wealth Extensive Mining, JV and More than 20
Slide 14: Upcoming value drivers in H2 2025
13 Upcoming value Overview Panthera drivers in H2 2025. Maniry Mine BAM Market For personal use only Team Invest 01 02 03 04 05 06 India JV Maniry Project Financing & Offtake Final Investment BAM Plant Expansion Approvals Permitting Agreements Decision (FID) Development Strong sales Achieve key Fina
Slide 15: Corporate snapshot
14 Corporate Overview Panthera snapshot. Maniry Mine BAM Market For personal use only Team Invest ASX Share price performance ($A) 12 months to 24 July 2025 Share Price Market capitalisation Shares on issue 0.035 $A0.033 $A15.0M 439M 0.033 0.030 As at 24 July 2025 As at 24 July 2025 As at 10 July 20
Slide 16: Contact us
015 Contact us Graphite producer Positioned for growth For personal use only Evion Group NL Suite 3, Ground Floor 28 Ord Street West Perth Australia 6005 David Round Managing Director eviongroup.com info@eviongroup.com +61 8 6158 9916
Slide 17: Maniry Exploration Target
Maniry Exploration Target For personal use only A description of the datasets, Drilling and Assay Data Trenching Refer ASX Announcement 14 assumptions and August 2018 • Drilling was undertaken at four separate Prospects and was completed • Malagasy Minerals Limited completed a program of trenching a
Slide 18: Maniry Project Mineral Resource
Maniry Project Mineral Resource For personal use only A breakdown of the Maniry *3% TGC cut-off grade Project Mineral Resource is Area Classification Tonnes Total Graphitic Contained Graphite as follows Carbon (%TGC) (tonnes) **5% TGC cut-off grade Razafy* Indicated 13.6 6.5 890,000 Reported at the
Slide 19: Source data
Source data For personal use only Company Code Market Cap. Project Stage of Mineral Mineral Mineral Mineral Resources Ore Reserves Source Document Development Resources Resources Resources (Total) (Measured) (Indicated) (Inferred) NextSource TSX:NEXT ~CA$76.7M Molo Producer 23.622Mt at 76.746Mt at 4