First Graphene Ltd · ASX:FGR
First Graphene — Shareholder Meeting (November 2025)
13 slides from First Graphene's shareholder meeting presentation, November 2025
Slide 1: A world-leading material technology company
A world-leading material technology company PureGRAPH® - Revolutionising material performance ANNUAL GENERAL MEETING 2025 ASX:FGE - INVESTOR PRESENTATION 1
Slide 2: Agenda
Agenda ▪ Financial Performance – FY25 performance commentary and key metrics ▪ Manufacturing – Updates ▪ Research & Development – Grant Programs ▪ Research & Development – Other ▪ Where are we at with the commercial adoption of Graphene? ▪ Pipeline of opportunities ▪ Cement & Concrete Segment Update
Slide 3: Financial performance
Financial performance Recurring/Development/Grant revenue Commercial momentum ($million) Grant Funded Programs ▪ Ongoing increase in approved applications and sales opportunities Development Revenue $0.18 ▪ Cement and concrete segment nearing to mature sales profile Recuring Revenue $0.10 ▪ Diversif
Slide 4: PureGRAPH Manufacturing
PureGRAPH ® Manufacturing Electrochemical Cell Optimisation ▪ Based on the improvements identified in the Phase One and Two Trials, Electrochemical Cell basket upgrades have now been implemented ▪ Overall production rate improved by ~100% and reduced specific power consumption by ~25% from the start
Slide 5: Research & Development – Grant Programs
Research & Development – Grant Programs HyPStore ▪ Integration of PureGRAPH® is key component in polymer binder for Type-V Hydrogen Tanks demonstrating improved performance at cryogenic temperatures. ▪ HyPStore project named winner of ‘Innovation in Composite Materials’ category at latest Composites
Slide 6: Research & Development – Other
Research & Development – Other New UK Research Facilities ▪ Completed transition into new laboratory and office facilities in December 2024. ▪ New facility based in Old Trafford with excellent access to Manchester City and surrounding Innovation district. ▪ Cost reduction of circa AU$300,000 per ann
Slide 7: Where are we at? Commercial adoption of graphene
Where are we at? Technology examples Commercial adoption of graphene Discovery to deployment Commercialisation Gartner hype curve 1 Plastics Technology validation Early Mass adoption • Invented 1907 (first fully synthetic) 0.9 commercialisation • Early adoption and rapid growth after 1945 Peak of •
Slide 8: Pipeline of opportunities
Pipeline of opportunities 350-500 Long lead enquiries varying from 3 to 1 years 1 Year 25 30 2 Years Active commercial Active 3 clients Years agreements ASX:FGR - AGM PRESENTATION 8
Slide 9: Cement & Concrete Update
Cement & Concrete Update Precast Contract ▪ First Graphene is a subcontractor in a project with the UK’s largest precast concrete supplier (FP McCann). (£15,000) ▪ Working with UK’s largest cement producer, Breedon Group, to fulfill the order of between 40 and 60 tonnes of graphene enhanced cement.
Slide 10: Key growth opportunities and pathway
Key growth opportunities and pathway INDUSTRY EXISTING ENGAGEMENTS NEXT 12 - 18 MONTHS OPPORTUNITY ($) APPLICATION ▪ Breedon – Production of CEM II Graphene enhanced Cement circa 1,000 tonnes ▪ Move from trial to ▪ Opportunity pipeline across the adopted technology UK alone, in development and ▪ 2 A
Slide 11: Key growth opportunities and pathway
Key growth opportunities and pathway INDUSTRY EXISTING ENGAGEMENTS NEXT 12 - 18 MONTHS OPPORTUNITY ($) APPLICATION ▪ Secure supply ▪ Australian market size of >$50m contract into in annual graphene sales COATINGS & ▪ Protective mining wear liners, screen media, conveyor belts and elastomer coatings
Slide 12: Forward looking statements & disclaimer
Forward looking statements & disclaimer • This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its content
Slide 13: Corporate Headquarters & Manufacturing Plant
Corporate Headquarters & Manufacturing Plant 1 Sepia Close, Henderson Western Australia 6166 P. +61 1300 660 448 Global R&D & Marketing Facility Empress Business Centre, 380 Chester Road, Old Trafford, Manchester M16 9EA P. +44 (0)161 826 2350 FIRSTGRAPHENE.NET info@firstgraphene.net ASX:FGE - INVES