Talga Group Ltd. · ASX:TLG
Talga — Bell Potter Unearthed Conference 2026
23 slides from Talga's conference presentation, Feb 12, 2026
Slide 1: Talga Group Ltd – Bell Potter Unearthed Conference
For personal use only Talga Group Ltd ASX:TLG OTCQX:TLGRF Bell Potter Unearthed Conference 12 February 2026 © Talga Group Ltd, Feb 2026.
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any su
Slide 3: Building battery anode graphite supply and technologies for global markets
Building battery Battery Graphite Market Booming • Global Li-ion battery production 2.3 TWh (up from 1.6 anode graphite supply TWh) uses ~2.8mtpa graphite anode • BESS now 20% of market and up 40% year on year, For personal use only and technologies for with AI Datacentres, Robotics driving more gro
Slide 4: Talga Operations
Talga Operations Vertically integrated graphite mine-to-anode For personal use only HQ Office minerals and technology company and ASX Mine • Talga’s Swedish Vittangi Anode Project consists of downstream anode production EVA Plant (at Luleå) integrated with an upstream graphite mine (at Vittangi near
Slide 5: Corporate Summary
Corporate Summary ASX:TLG | OTCQX:TLGRF At 10 February 2026 unless otherwise stated Terry Stinson- Non-executive Chair Board & Management Over 35 years’ Executive and Non-Executive Director For personal use only experience, working for global innovation companies. Formerly the CEO & MD of Orbital Co
Slide 6: Talga assets for battery anode markets
Talga assets for battery anode markets For personal use only Anode Graphite Mine Anode Production Anode from Black Mass Global Expansions • Tier 1 graphite deposit • Battery ready anode • Technology to produce • Strategic opportunity to (Vittangi) with 100% material production anode from waste expan
Slide 7: Product range
Product range High-performance graphite anode for premium battery applications For personal use only Talnode®-C • Ultra fast-charge, high power and low temp. performance • Patented low emission anode made from our Swedish graphite using our proprietary coating process Talnode®-R • Recycled graphite
Slide 8: Li-ion battery market = graphite anode market
Li-ion battery market = graphite anode market There is ~1.2 tonnes graphite anode per 1 GWh Li-ion batteries For personal use only • 2025 global Li-ion battery cell production over 2.3 TWh requiring battery materials including ~2.8 million tonnes graphite anode (final product, not precursors) • ~20%
Slide 9: Battery Market Evolution “NOT JUST EV’S”
Battery Market Evolution “NOT JUST EV’S” New demand drivers Battery powered robotics, drones, satellites, For personal use only industrial equipment, and virtual power plants BESS AI data centres Emerging volume driver: BESS, UPS, BBUs for resilient power stacks growing 40% YoY Defence Robotics Unlo
Slide 10: BESS I Datacentre Market
BESS I Datacentre Market • Battery Energy Storage Systems (BESS) undergoing rapid For personal use only growth, from US$77B market in 2025 to $172B by 2030 • AI Datacentres have higher intensity energy needs, driving added demand for BESS, Battery Backup Units (BBU) and Uninterruptible Power Supply
Slide 11: Robotics market
Robotics market • Global robot battery market fuelled by automation, For personal use only industrialisation and EV-adjacent tech • Rise of humanoid robots amplifies material needs • Mobile robots require lightweight, fast-charging, high-power output batteries • Talga's patented anode tech positions
Slide 12: Defence market
Defence market • Defence requires high-performance batteries for drones, submarines, unmanned vehicles, robotics, and field equipment, with high-power fast-charging anode for harsh conditions For personal use only • Hague Institute identifies graphite as most crucial critical mineral in military app
Slide 13: Recent Geopolitical developments
Recent Geopolitical developments For personal use only • US, EU & Japan form trade bloc on critical minerals supply chains • Next 30 days – US & EU to sign MoU aimed at boosting critical minerals supply chain security • MoU to identify areas of cooperation to stimulate demand and diversify supply fo
Slide 14: Anode Projects Snapshot
Agreements & Anode Projects Snapshot partner/Government engagements underway Fully Permitted, finalising offtakes & finance into FID 2026 For personal use only Raw Material Anode Production Customers End Users Sweden Vittangi Mine Luleå Anode Plant Fully permitted, 100% 24,500tpa anode plant, studie
Slide 15: Graphite Mine EU Strategic Project
Graphite Mine EU Strategic Project • Talga’s Vittangi Anode Project consists of downstream graphite and anode production (at Luleå) integrated with an upstream For personal use only graphite mine (at Vittangi near Kiruna) • EU has awarded Strategic Project status under Critical Raw Materials Act and
Slide 16: Phased Scale-up of Production
Phased Scale-up of Production For personal use only Qualification Commercial Full-Scale Capacity 50 tpa 5,000 tpa1 24,500 tpa Target Production Start Operating since 2022 2027-2028 2029 “Go to Market” with 1st Qualification testing, Economies of scale and full Primary Use sales in defence, robotics,
Slide 17: Benefits 5Ktpa plant
Benefits 5Ktpa plant Opportunity to start anode-only production to meet short term demand Key Finance Partners Key Project Partners For personal use only Production Flexibility to produce commercial quantities of start options both Talnode®-C and Talnode®- R Near term Meet strong near-term demand fr
Slide 18: Funding Landscape
Funding Landscape Significant grant network building to reduce reliance on public equity going forward Awarded - SEK 82.6 million For personal use only Industrial Leap 1 Grant Received to complete engineering studies for 1st anode line for Talnode®-R – competition due June 2026 Awarded - €70 million
Slide 19: Near term milestones to catalysts
Near term milestones to catalysts Milestones 2025 Catalysts 2026 For personal use only Significant Industriklivet 2 Grant Decision Mine Permit in force Up to €100 million Sweden grant – decision due Q1 ↖ Mine permitting completed, no further appeals . 2026 Awarded EU Strategic Project Final commerci
Slide 20: Offices and contact details
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 21: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 22: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 23: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in