Gcm Corp., Ltd. · ASX:GCM
Gcm — Investor Presentation (October 2026)
12 slides from Gcm's investor presentation, Oct 7, 2026
Slide 1: Advancing VHD Thermal Management Commercialisation
rsonal use only Advancing VHD Thermal Management Commercialisation Investor Presentation October 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation has been prepared by GCM Corporation Limited (GCM or the Company). It contains general information about th e C ompany’s activities current as at the date of the presentation. The rsonal use only information is provided in summary form and does not purpor
Slide 3: Customer Qualification is GCM's Commercial Priority
Customer Qualification is GCM’s Commercial Priority rsonal use only What we do Production and market awareness established, with customer qualification underway GCM is commercialising its proprietary VHD thermal Customer Value Commercial Progress Next Milestones management products for high heat flu
Slide 4: Customer Specific Products are Progressing Through Evaluation
Customer Specific Products are Progressing Through Evaluation 30+ potential customers rsonal use only Active discussions spanning direct engagement and channel -led opportunities. Joint development agreement with ALVC 16 customer specific products GCM has entered into a binding 24 -month joint devel
Slide 5: Progressing VHD Through the Customer Qualification Process
Progressing VHD Through the Customer Qualification Process rsonal use only What does the qualification process look like? Commercial discussions typically begin around the sample stage and Customer processes vary. Some stages are optional, testing may continue alongside technical evaluation. repeat,
Slide 6: High Power Density Increases Cooling Requirements
High Power Density Increases Cooling Requirements rsonal use only Computing, mobility, gaming, data infrastructure and Technology then More functionality More heat Technology now industry are all demanding smaller, faster and more powerful products, leading to increased power density. TV Thermal man
Slide 7: Large and Growing Markets Require Advanced Thermal Management
Large and Growing Markets Require Thermal Opportunity Supported by Advanced Thermal Management Large Growth Markets Technology Thermal management rsonal use only Thermal management Market solutions for data centres is a large and growing US$51B market, underpinned by Core Thermal US$248B +19% US$15B
Slide 8: GCM Controls VHD Manufacturing and Product Design
GCM manufactures GCM Controls VHD Manufacturing and Product Design proprietary thermal management products, rsonal use only engineered to cool high Raw materials heat flux electronics. End user VHD GCM converts graphite flake into manufacturing proprietary VHD products through its process manufactur
Slide 9: VHD Designs Show Stronger Cooling per Unit Mass
VHD Designs Show Stronger Cooling per Unit Mass Initial products target high - volume electronics applications rsonal use only The range includes BGA heat sinks and DC -DC converter heat sinks used across computing, telecommunications, industrial electronics, aerospace and defence, and other electro
Slide 10: Product Expansion: PC and Data Centre CPUs / GPUs
Product Expansion: PC and Data Centre CPUs / GPUs From initial BGA and DC -DC products to larger consumer PC and data centre liquid cooling applications rsonal use only GCM is expanding its VHD product Additional Product Pathways roadmap Under Development Internal modelling has identified a fan -coo
Slide 11: The Next Milestones are Qualification and Commercial Conversion
The Next Milestones are Qualification and Commercial Conversion Customer milestones supported by manufacturing readiness and focused expenditure rsonal use only Commercial Production and Repeat Manufacturing Customer Qualification Agreements Orders Readiness Focused Expenditure Complete application
Slide 12: Thank you
Thank you Corporate Office 25/22 Railway Road rsonal use only Subiaco WA 6008 T +61 (08) 9386 0811 E cosec@gcmcorporation.com Find out more on our website Find out more on our website