Dotz Nano Limited · ASX:DTZ
Dotz Nano — Investor Presentation (April 2026)
16 slides from Dotz Nano's investor presentation, April 2026
Slide 1: Capture the Future: Advancing Material Science. Shaping Industry and Climate.
Capture the Future Advancing Material Science. Shaping Industry and Climate. Dotz Nano Limited ASX:DTZ I OTC:DTZNY/DTZZF Corporate Deck I April 2026 I info@dotz.tech 1
Slide 2: Driving innovation in material science.
Driving innovation in material science. WHO WE ARE We are an advanced materials company solving the sorbent bottleneck that has held the carbon capture industry back OUR PLATFORM AT A GLANCE DotzEarth ~4× 15+ lower sorbent consumption independent end-user Next-gen sorbents · DAC & point-source CO₂ c
Slide 3: Sorbents are at the heart of every carbon capture system.
Sorbents are at the heart of every carbon capture system. DIRECT AIR CAPTURE POINT-SOURCE CAPTURE Removing CO₂ directly from the atmosphere Capturing emissions at industrial sources The sorbent is the active ingredient — it binds CO₂ from ambient air during each Used in cement, steel, and power plan
Slide 4: The carbon capture cost challenge is unsolved.
The carbon capture cost challenge is unsolved. THE PROBLEM WHAT THE MARKET IS SAYING Current sorbents cannot scale affordably Low capture efficiency More material, more equipment, more CAPEX per tonne captured “ Direct carbon capture falters as developers' costs fail to budge. “ — Financial Times Ra
Slide 5: Surging global demand for high-performance sorbents.
Surging global demand for high-performance sorbents. Sorbent requirement forecast for DAC¹ $600m Estimated DAC sorbent market in 2026 2,100 1,800 3.5× 1,700 1,370 Market growth from 2026 to 2030 $2.1bn 600 Estimated sorbent market by 2030 2026 2027 2028 2029 2030 5 1 Management estimation based on I
Slide 6: Dotz AMP redefines the cost-performance frontier.
Dotz AMP redefines the cost-performance frontier. THE COST-PERFORMANCE FRONTIER WHERE COMPETITORS STANDS ~$100/t CO2 High MOF High perf / not scalable Golden zone High performance + Low cost MOF-class performance but synthesis is complex and cost-prohibitive at MOF DAC scale DOTZ AMP Frontier shift
Slide 7: High-performance CO2 capture sorbent materials.
High-performance CO2 capture sorbent materials. DIFFERENTIATED PERFORMANCE 1 CO2 adsorption capacity at 400ppm, 25°C 50%RH >2× CO₂ capture capacity 3.0 Dotz p-Amp: 3.1 mmol/g 2.5 >3× Sorbent cyclability Dotz Amp: 2.1 mmol/g 2.0 CO2 uptake mol /kg Low-temperature regeneration Low℃ 1.5 Commercial sorb
Slide 8: Performance drives our cost advantage.
Performance drives our cost advantage. THE PERFORMANCE INPUTS1 THE COST MECHANISM THE OUTCOME >2X Same price. Better performance. ~4X CO2 capture capacity vs. commercial benchmark1 Lower sorbent consumption per tonne CO2 captured More CO2 captured per Kg of sorbent per cycle vs. commercial benchmark
Slide 9: Commercial traction and market endorsement.
Commercial traction and market endorsement. 15+ Independent end-user validations completed 1st Commercial purchase order secured FY25 Initial revenue from paid evaluations 2 Strategic Alliances (MoUs signed) END-USERS PERFORMANCE VERIFICATION INITIAL REVENUE & FIRST COMMERCIAL ORDER STRATEGIC ALLIAN
Slide 10: Operational readiness - production scale-up progressing.
Operational readiness - production scale-up progressing. Lab-Scale Kg-Scale Commercial-Scale Science & IP established › Manufacturing de-risked › Via qualified CMO partners ✓ Complete ● Current stage Next milestone Manufacturing process de-risked Capital-light CMO pathway established Ready for pilot
Slide 11: Business model and GTM strategy.
Business model and GTM strategy. GO-TO-MARKET STRATEGY BUSINESS MODEL 01 Evaluate Dotz as IP owner Dotz owns the sorbent IP; Manufacturing is outsourced to qualified CMOs Paid sample & evaluation programs Value: Demonstrates performance, initial revenue & builds reference base › REVENUE STREAMS 02 P
Slide 12: Engagement model and partner ecosystem.
Engagement model and partner ecosystem. ENGAGEMENT MODEL CO₂ SUPPLY CHAIN ECOSYSTEM Performance-based pilots Dotz Nano — IP owner & sorbent supplier Paid pilots programs with developers and operators structured around agreed Sorbent & raw material providers milestones Sorbent suppliers and chemical
Slide 13: Execution and value-creation roadmap.
Execution and value-creation roadmap. 2025: Strategic Validation › 2026: Operational Ramp › 2027: Commercial Adoption Foundation proven. First revenue in. Pilots convert. Revenue accelerates. Multi-year contracts. Recurring revenue. • Revenue ramp through pilot • Global Rollout across capture sector
Slide 14: Four pillars. One investment thesis.
Four pillars. One investment thesis. TECHNOLOGY PERFORMANCE MARKET OPPORTUNITY Differentiated sorbent performance Growing addressable market for advanced sorbents >2× >3× ~4× $600m $2.1bn 20+ CO₂ capture capacity vs. Sorbent cyclability – less Lower sorbent consumption Estimated DAC sorbent Estimate
Slide 15: Disclaimer and important notice
Disclaimer and important notice This Presentation has been prepared by Dotz Nano Limited ACN 125 264 575 (Dotz Nano or the Company) and is general background information about the Company’s activities as at the date of this Presentation. The information is given in summary form and does not purport
Slide 16: Join our Journey.
If you're a PARTNER looking to co-develop DAC or point-source capture solutions - LET’S COLLABORATE. If you're an INVESTOR ready to scale transformative carbon capture solutions - JOIN US. Join our Journey. 16 info@dotz.tech