Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (November 2026)
22 slides from Talga's investor presentation, Nov 13, 2026
Slide 1: Q1 Investor Presentation and Webinar recording
ASX Release ASX:TLG 13 November, 2026 For personal use only Q1 Investor Presentation and Webinar recording Battery materials company Talga Group Ltd (“Talga” or “the Company”) is pleased to provide a recording of the webinar delivered by Talga’s Managing Director Mark Thompson on Thursday 12 Novembe
Slide 2: FY Q1 2027 Investor Webinar
rsonal use only 12 November 2026 FY Q1 2027 INVESTOR WEBINAR
Slide 3: Cautionary Statement & Disclaimer
INTRODUCTION CAUTIONARY STATEMENT & DISCLAIMER Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. rsonal use only Forward-looking Statements Reliance on Presentation Not a recommendation or Photographs and images This presentation contains forward-looking A recipient o
Slide 4: Graphite refining into anode is key
MARKETS Graphite refining into anode is key Graphite is 95% of todayʼs lithium-ion battery anodes. rsonal use only Cell makers do not buy graphite, they buy anode specification: particle size, coating, impurity, surface area, fast-charge, cycle life, first cycle efficiency, CO2, and traceability. Wh
Slide 5: Battleground is specification, not tonnes
ANODE FOCUS Battleground is specification, not tonnes Fast charge & high power Modern markets want faster charging/more power. This rsonal use only requires smaller, more crystalline anode than is commonly available historically. Cycle life AI Data centres and commercial vehicles charge-discharge in
Slide 6: Talga Overview
rsonal use only Talga Overview 12 November 2026 Q1 Investor Webinar 5
Slide 7: High Quality Raw Material
HIGH QUALITY RAW MATERIAL Tier 1 Graphite Source Asset Overview • 35 million tonnes resource @ 23.8% graphite in Sweden rsonal use only • 100% battery-size flake • Qualified in high-performance Li-ion batteries Permitted and Shovel Ready • 24 year mine life supporting 19,500 tpa anode • 100% owned b
Slide 8: Integrated Anode Production Platform
TECHNOLOGY Integrated Anode Production Platform Downstream assets rsonal use only • Vertically integrated mine to anode production • 100% Foreign Entity of Concern- free material, process, technology and equipment. Operations • Located in stable NATO-partner Sweden with 15 years of operations by Tal
Slide 9: Premium specification graphite anode applications
MARKETS Premium specification graphite anode applications rsonal use only Drones & UAVs Aerospace AI Data- Industrial Hybrid + eVTOL centres Robotics Premium EVʼs 12 November 2026 Q1 Investor Webinar 8
Slide 10: Recent Developments
rsonal use only Recent Developments 12 November 2026 Q1 Investor Webinar 9
Slide 11: Commercial deliveries to Nyobolt commence
DELIVERING ANODE Commercial deliveries to Nyobolt commence Producing qualified premium performance anode products rsonal use only from EVA demo plant in Sweden since 2022. Commenced delivering into commercial offtake agreement in FYQ1/27 with fast-charge, high-power battery developer Nyobolt Custome
Slide 12: Japan progress
OFFTAKE AND FINANCIAL Japan progress Dainen Binding Offtake Term Sheet: rsonal use only Executed a binding offtake term sheet with Dainen Materials for the supply of Talnode®C. Binding reservation of capacity of 2,000 tpa for 5 years from late 2027, with potential for extension. Customer testing an
Slide 13: Term Sheets progress towards binding offtakes
TOWARDS FID Term Sheets progress towards binding offtakes rsonal use only Binding Offtake Letters of Intent Term sheets for scale-up in 2029 Mitsubishi Chemical 3,000 tonnes of anode Japan USPG; anode for hybrid vehicles • Four-year supply agreement Hanwa / GS Yuasa Anode for hybrid vehicles • Start
Slide 14: Talnode-C
rsonal use only Talnode®C 12 November 2026 Q1 Investor Webinar 13
Slide 15: Talnode-C in KRI's ultra long-life battery
LATEST DEVELOPMENTS Talnode®C in KRIʼs ultra long-life battery Up to 8,000 cycles 5× the cycle life of conventional NMC cells, to 75% capacity rsonal use only retention. Equivalent to more than 1 million km lifespan in EV. Advanced battery cell design Batteries degrade due to breakdown of anode an
Slide 16: rsonal use only
rsonal use only 12 November 2026 Q1 Investor Webinar 15
Slide 17: Value of Ultra-long life batteries
TALNODE®C Value of Ultra-long life batteries Economic impact rsonal use only Longer cycle life drives down total cost of ownership. Fleet and robotaxi operators gain a lower cost per kilometre, and battery energy storage systems, a lower cost per kilowatt- hour delivered. High cycle user economics
Slide 18: Near term deliverables
WORK UNDERWAY Near term deliverables Grow order book Convert LOIs to binding sales contracts to rsonal use only underwrite demand for financing ahead of FID Optimise path to production Lower capex requirements and shorten timeline to production through alternative staged pathways Close Funding Gap U
Slide 19: Thank You
rsonal use only THANK YOU P 61 0 8 9481 6667 talgagroup.com 12 November 2026 Q1 Investor Webinar 18
Slide 20: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite % Cg Nunasvaara JORC 2012 2.33 Mt 22.9 rsonal use only Probable 2.33 Mt 22.9 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 22.1 J
Slide 21: JORC Graphite Reserve and Resources: Exploration Target
JORC Graphite Reserve and Resources 2024 Exploration Target Vittangi Graphite Project rsonal use only Vittangi JORC 2012 Low High Tonnage Range 240Mt 350Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insuffi
Slide 22: Competent Person Statement
Competent Person Statement The Mineral Resource estimate for the Vittangi Graphite Project Nunasvaara and Niska Deposits) was first reported in the Companyʼs announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphiteʼ. The Company confirms that it is not aware of any new inform