Talga Group Ltd. · ASX:TLG
Talga — Corporate Update (November 2025)
20 slides from Talga's corporate update, Nov 6, 2025
Slide 1: Talga Webinar Recording and Presentation (ASX Release)
ASX Release ASX:TLG 06 November 2025 Talga Webinar Recording and Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) is pleased to provide a recording of the webinar and presentation delivered by Talga’s Managing Director Mark Thompson on Thursday, 6 November at 10:30am
Slide 2: Battery Anode Quarterly Webinar
For personal use only Talga Group (ASX:TLG OTCQX: TLGRF) Battery Anode Quarterly Webinar 6 November 2025 © Talga Group Ltd. Cover image: Talga graphite ore CNC milled into fuel-cell bipolar plate samples. 1
Slide 3: 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 4: We are Talga…
We are Talga… We produce high- For personal use only performance, sustainable graphite materials for industrial, defence and new energy applications using 100% integrated resources and technologies Drillcore from Talga’s Vittangi Anode Project and Li-ion battery sectioned to show anode material inte
Slide 5: 100% owned process technology
100% owned process technology PFE and FEOC free as defined by U.S DoD and DoE For personal use only Talga Anode Production Technology Talga Mine Sweden Black Mass Battery Cell Recyclers Purification Shaping Coating Talnode® Manufacturer Graphite Supply 4 See: ASX:TLG 1 July 2021, 28 March 2024, 27 F
Slide 6: Key Differentiators Battery-Ready Coated Graphite
Key Differentiators Battery-Ready Coated Graphite Active anode material production (not precursors) Downstream 100% Owned Tech PFE/FEOC-free equipment & coating technology For personal use only Customer-Qualified Validated with multiple clients in high-performance apps Proven Production Demo plant a
Slide 7: Key Differentiators Upstream
Key Differentiators Upstream Key Differentiators Secure Location Sweden (NATO member) Premium Graphite Resource For personal use only High-grade (Reserve 24.1%Cg)1 , at surface, with unmatched anode yield Ready Stockpiles 27,000 tonnes graphite ore available for processing 6 Talga’s See: Vittangi AS
Slide 8: FYQ1 Commercial Progress
FYQ1 Commercial Progress Strong Sales Pipeline momentum Five major battery manufacturers successfully characterised and validated Talga’s coated graphite anode for Li-ion battery cells For personal use only Provided volume indications for initial annual production capacity. High-growth sectors inclu
Slide 9: FYQ1 Product & Project Progress
FYQ1 Product & Project Launch of Talnode®-R Progress Proprietary coated graphite anode product derived from recycled lithium-ion battery waste For personal use only Technology can be deployed globally using modular production facilities US Patents granted- IP protections for proprietary products Pat
Slide 10: FYQ1 Corporate & Financial Progress
FYQ1 Corporate & Financial OTCQX Progress Commenced trading on the highest-level OTC market on August 1, with weekly trading volume more than doubling For personal use only Talga OTCQX Trading 0.6 600000 Closing price US$ 0.4 400000 Volume 0.2 200000 0 0 1/08/2025 1/09/2025 1/10/2025 Volume Price Lo
Slide 11: Talnode-R recycling waste graphite into anode
Talnode®–R recycling waste graphite into anode • Proprietary recycled graphite anode produced from lithium-ion battery waste For personal use only • Works on feedstock from production scrap and end-of-life batteries • Developed by Talga scientists using graphite concentrate extracted from “black mas
Slide 12: USA Developments
USA Developments • Talga can now build anode production facilities in the USA and other strategic sites, in addition to our Swedish Vittangi Anode Project, by incorporating recycled feedstocks For personal use only • Replicating our existing anode refinery defined in DFS and FEED studies 3, offers k
Slide 13: USA location
USA location Potential production sites • Site reviews ongoing, but focus is South Carolina For personal use only in emerging “Battery Belt” of mid-west USA • South Carolina has successfully attracted companies in the battery and EV supply chain sectors through competitive incentive packages, includ
Slide 14: USA partnerships
USA partnerships Strategic co-operation partner – United Catalyst Corporation • South Carolina private company with 30+ years of For personal use only U.S. processing and mineral recovery expertise (PGM’s, auto catalysts), recycling solutions, planning and industrial development processes/permits. •
Slide 15: Post Q1 Progress: Industriklivet grant
FYQ1 Post Q1 Progress Industriklivet Awarded SEK 82.6 million (A$13.3m) grant from Swedish Energy Agency under the Industrial Leap (“Industriklivet”) program. For personal use only Grant expected to be disbursed to company in FYQ2 Will partly fund a project costing SEK190 million (A$30.8m) The proje
Slide 16: Macro Developments: China tightens export controls
Macro Developments China tightens export controls China’s Ministry of Commerce announced it will suspend the new export controls on graphite anode materials for one year. They were due to come into effect November 8, 2025 (Source: Fastmarkets, Reuters) For personal use only Global Impact Wakes world
Slide 17: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 18: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 For personal use only 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 19: 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 20: 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