Novonix Ltd · ASX:NVX
Novonix — Investor Presentation (December 2025)
27 slides from Novonix's investor presentation, Dec 2, 2025
Slide 1: November 2025 Investor Presentation
November 2025 Investor Presentation Novonix TM
Slide 2: Important Notice and Disclaimers
Important Notice and Disclaimers The information contained in this presentation (the “Presentation”) has been prepared by NOVONIX Limited (ACN 157 690 830) (“the Company” or “NOVONIX”) solely for information purposes and the Company is solely responsible for the contents of this Presentation. It is
Slide 3: Our Team
Our Team Novonix TM
Slide 4: Introductions: Team NOVONIX
Introductions: Team NOVONIX Mike O’Kronley, CEO background Over 30 years of automotive experience including 15 years in the Lithium-ion battery and battery materials space. Has led 9 plant startups including both brownfield and greenfield projects. Possesses a strong technical foundation in engineer
Slide 5: Introductions: Team NOVONIX
Introductions: Team NOVONIX Robert Long, CFO +25 years of financial and operational leadership. CPA with extensive experience in mergers and acquisitions, strategic planning, and cross-functional leadership. Proven record of enhancing profitability, optimizing capital structure, and leading strategi
Slide 6: Board of Directors & Advisors
Board of Directors & Advisors Board of Directors Advisors Ron Edmonds Chairman Admiral Robert J. Natter Deputy Chairman & Non-Executive Director Tony Bellas Non-Executive Director Sharan Burrow AC Non-Executive Director Dr. Jeff Dahn Chief Scientific Advisor Dr. Mark Obrovac Sponsored Researcher Nic
Slide 7: About NOVONIX
About NOVONIX NOVOND®.
Slide 8: Complementing Lines of Business
Complementing Lines of Business Leading domestic supplier of battery- grade synthetic graphite First large-scale and sustainable production to advance North American battery supply chain Strategically positioned to accelerate clean energy transition through proprietary technology, advanced R&D and p
Slide 9: NOVONIX is America's Solution for Synthetic Graphite
NOVONIX is America’s Solution for Synthetic Graphite Why NOVONIX? Most advanced producer of synthetic graphite in North America and one of the only U.S.-based companies commercializing a domestic alternative We are production ready and preparing to deliver mass production samples to our lead custome
Slide 10: The Market
The Market NOVOND®.
Slide 11: The Graphite Problem: A Threat to U.S. National Security
The Graphite Problem: A Threat to U.S. National Security Chinese Dominance China is the world’s largest producer and exporter of graphite with ~95% imported from China.1 On December 1, 2023, China imposed export controls on certain graphite items and further tightened these controls in December 2024
Slide 12: Graphite is Critical to Energy Independence
Graphite is Critical to Energy Independence Graphite is essential to every lithium-ion battery and critical for powering grid stability, defense systems, and advanced manufacturing Projected North American Graphite Demand (k tonnes) Defense applications Automotive batteries Energy storage solutions
Slide 13: Impact of U.S. Tariffs on Imported Chinese Synthetic Graphite
Impact of U.S. Tariffs on Imported Chinese Synthetic Graphite – ITC Trade Case Based on 2025E Prices Escalation of U.S.-China trade tensions have led to a significant increase in graphite prices in the U.S. Synthetic High Energy China Active Anode Material (“AAM”) Price Evolution in the U.S. ($/kg)
Slide 14: Progress Towards Industrialization
Progress Towards Industrialization
Slide 15: Anode Materials Processing Steps
Anode Materials Processing Steps Optional Steps Petroleum Coke Crushing Milling Shaping Agglomeration Calcination Sieving/Magnetic Separation and Packaging Calcination Particle Coating Deagglomeration Graphitization
Slide 16: NOVONIX Generation Continuous Induction Furnace Systems
NOVONIX Generation 3 Continuous Induction Furnace Systems
Slide 17: NOVONIX Riverside: First Mass Production Facility for Synthetic Graphite
NOVONIX Riverside: First Mass Production Facility for Synthetic Graphite NOVONIX Riverside Purchased and opened Riverside facility in 2021, highlighted by a grand opening attended by US Secretary of Energy Facility to scale to 20k tpa aligned with customer demand First mass production delivery to in
Slide 18: NOVONIX Enterprise South: Our Next Phase of Growth
NOVONIX Enterprise South: Our Next Phase of Growth NOVONIX Enterprise South NOVONIX Enterprise South is expected to have full production capacity of 31.5k tpa This facility, together with NOVONIX’s existing 20k tpa Riverside facility in Chattanooga, will bring the Company’s total production capacity
Slide 19: Commercial Traction
Commercial Traction
Slide 20: Riverside Facility at Capacity with Current Offtake Agreements
Riverside Facility at Capacity with Current Offtake Agreements Customers with Binding Offtakes* 4-year commitment totaling 10,000 tonnes following successful qualification 5-year commitment for a minimum of 32,000 tonnes starting in 2027 Continuing discussions with other Tier 1 cell manufacturers an
Slide 21: Typical Material Qualification Process
Typical Material Qualification Process Qualification is a partnership between NOVONIX and its customers. For battery grade synthetic graphite, qualification is rigorous and timelines can vary depending on a customer’s specifications and qualification processes. In 2025, the Company supplied advanced
Slide 22: Customer Diversification: Synthetic Graphite for Industrial Applications
Customer Diversification Synthetic Graphite for Industrial Applications In September, NOVONIX announced the delivery of its first mass production, commercial-grade sample of synthetic graphite for industrial applications. Customer: one of North America’s largest value-added carbon processors with a
Slide 23: Strategic Partnership with Phillips 66
Strategic Partnership with Phillips 66 NOVONIX uses petroleum coke, a byproduct of U.S. oil refining, as feedstock for our synthetic graphite products, ensuring a stable, domestic raw material supply chain while reducing waste. In 2017, NOVONIX began testing P66 petroleum coke as feedstock for batte
Slide 24: Looking Forward
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Slide 25: Key Highlights Driving Future Growth
Key Highlights Driving Future Growth Scaling Riverside Operations to Deliver Production Volumes Securing Financing to Further Scale Operations Continuing to Secure Tier 1 Customers Completed installation and commissioning of all required mass production equipment for our lead battery grade customer,
Slide 26: Contact Information
Contact Information Corporate Mike O’Kronley, CEO Robert Long, CFO Dwayne Johnson, COO Kimberly Heimert, CLRO Suzanne Yeates, Secretary Investor Relations: IR@novonixgroup.com Media Relations: media@novonixgroup.com NOVONIX Limited (ASX:NVX) ACN 157 690 830 1029 West 19th Street Chattanooga, Tenness
Slide 27: NOVONI < .
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