Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (November 2025)
21 slides from Nano One Materials's investor presentation, Nov 17, 2025
Slide 1: Nano One Corporate Presentation
Nano One Materials Corp. TSX: NANO │ FF: LBMB│ OTCQB: NNOMF IP: 52 Granted | 50+ Pending Supply Chain Resilient Easier-to-Permit Simplified Process Modular & Scalable Changing How the World Makes Battery Materials Nano One Corporate Presentation 1 | TSX: NANO | 2025-11-17
Slide 2: Disclaimers
Disclaimers TSX: NANO | FF: LBMB | OTCQB: NNOMF Disclaimer None of the information or analyses presented are intended to form the basis for any investment decision, and no specific recommendations are intended. Accordingly, any use of this information is at the reader’s risk and without liability to
Slide 3: Executive, Investor and Business Leaders
500+ Years Cathode Experience Executive, Investor and Business Leaders Dan Blondal Carlo Valente Alex Holmes Denis Geoffroy CEO, Founder & CFO COO CCO Director Andrew Paul Guedes Adam Johnson Kelli Forster Dr. Guoxian Liang Muckstadt Director, SVP, External Affairs SVP, Ppl & Culture SVP, Technology
Slide 4: Battery 101 & Market
Battery 101 & Market Dan Blondal, CEO, Director & Founder—Nano One 4 | TSX: NANO | 2025-11-17
Slide 5: How Lithium-ion Batteries Work
Batteries 101 How Lithium-ion Batteries Work COMPONENTS Cathode (+) Li+ Separator & Electrolyte Li+ Anode (–) Charging moves lithium ions from Energy is generated when lithium the cathode through the ions move from the anode to the electrolyte to the anode cathode. 5 | TSX: NANO | 2025-11-17
Slide 6: Cathode Active Material (CAM)
CAM 101 Cathode Active Material (CAM) • Key to energy density, durability, power output, and efficiency. • Most complex, costly, energy, and environmentally-intensive component. ↑ Durability ↑ Safety ↓ $ LFP P Li LFP Pack density ≈ NMC Anode LMFP mass market EV, ESS, Industrial Fe 70-80% Market Shar
Slide 7: LFP 52% TWh 20X
Global Cathode Chemistry Market Demand Forecast 1 1 derived from Bloomberg NEF Lithium-Ion Batteries: State of the Industry 2024 2035 20+ variations of NCM, LFP 52% NCA, NCMA, LMR, LNM, LMFP, Na-ion, etc (~3100 GWh) 5.9 20X Average market size 2.5% All LFP (~150 GWh) Other 52% CAM TWh Addressable Ma
Slide 8: Cathode Market LFP Demand Market Forecast
Cathode Market LFP Demand Market Forecast1 3X Demand Forecast1 Mass Adoption is Clear higher than forecasted 1,2 3.5 (Terawatt Hours, TWh) in 2021 2035 Other 5X CAM LFP RoW RoW Growth from 2025-35 RoW 3.0 Driven by ↑ AI ↑ BESS ↑ EV 5.9 2.5 TWh Other 2.0 LFP Rest of 2.1TWh 4.2 mtpa LFP 168 $½B plants
Slide 9: US LFP Cell Production Capacity Incentives
LFP Cell Production Capacity US Production Capacity Incentives are CLEAR Nearly 200 GWh announced in US LFP cell LFP CAM must be economically regionalized production for 2030 pipeline $7B/yr in US cell production tax credits @ $35M / GWh No Prohited Foreign Content * * Cost of 200 GWh of One-Pot ena
Slide 10: Market Challenges & Industrial Solutions
Market Challenges & Industrial Solutions 10 | TSX: NANO | 2025-11-17 10 | TSX: NANO | 2025-11-17
Slide 11: The Global Battery Bottleneck is Cathodes
The Global Battery Bottleneck is Cathodes Between mining & batteries—critical minerals are refined & transformed into cathodes Process into Mine Critical Refine & Assemble Assemble Integrate Re-Use & Cathode Minerals Purify into Cells into Packs & Apply Re-Cycle Materials China Produces 98% of Globa
Slide 12: Breaking Foreign Stranglehold on LFP
Breaking Foreign Stranglehold on LFP US Energy Growth and Security of Supply Depends on It An ‘OBBB-Ready’ LFP Solution for North America 1000+ tpa capacity Foreign control of expansion iron phosphate & LFP is a critical chokepoint that NEEDS resolving Abundant low-cost source of iron sulfate from t
Slide 13: Process Cost-competitive & Greener
Process Cost-competitive1 & Greener2 PCAM, CAM & Coating combined $ up to 30% ↓ OPEX at least 30% ↓ CAPEX 52 patents 50+ pending ↓ 80% less energy One coating ∅ sodium sulphate wastewater CAM P lithiated coated See how it works Li2CO3 Fe CO2 ↓ 50-60% GHGs Pot LFP, NMC, LNMO … ↓ 80% water usage pCAM
Slide 14: Partnerships & Growth
Partnerships & Growth 14 | TSX: NANO | 2025-11-17 14 | TSX: NANO | 2025-11-17
Slide 15: Proactive. Funded. Focused.
carbon 1st license 1st 600ton 2400 tpa LFP grows 4-Year Milestones Invention coating IP Phostech @ Phostech @ Candiac in China Proactive. Funded. 1996 1997-2001 2002 2005 2012 - 2022 2012 - 2024 Focused. LFP early history recent history C$10.25M Candiac Acquisition C$10M C$2.8M US$13M C$18M C$5M Bid
Slide 16: Innovation Hub and Commercialization Hub
R&D, testing & characterization Innovation Hub Commercialization Hub Burnaby, BC, Canada Candiac, Québec, Canada 25,000 sf 80,000 sf LFP, NMC, LNMO & other CAM ✓ Pilot and Demo LFP plant and experienced production team 52 Patents Granted & 56+ Pending ✓ 200 tpa Expansion Targets: 600 tpa → 1,000+ tp
Slide 17: Rapid Global Scaling & License Model
One-Pot Licensing Existing Pilot & Demo Facility (Candiac) Rapid Global Scaling & License Model • Modular, scalable and globally deployable • Eliminates waste and easier-to-site-and-permit • Leverage Existing Pilot and Demo w/ less capital at risk 50,000 experts globally, delivering first-of-a-kind
Slide 18: 2025-26 Catalysts — In Motion
2025-26 Catalysts — In Motion Finance - $16.6M in gov funding drawn (more in process) Non-Dilutive Capital - $65M+ secured in the last 12 months CAM Package – Three distinct packages developed One-Pot Equipment - Reactor & kiln design started (NGen support) Government Policy - Strong policy alignmen
Slide 19: Multi-track Revenue Growth
Product Sales Licensing Royalties JV Development Targeting Globally Multi-track Revenue Growth1 Unlocking addressable markets (TAM) for large-scale Cathode Producers ↑ Defense, ↑ BESS, ↑ AI Data Centers, ↑ Industrial ↑ EV – Ramp up LFP production in line with voice of customer and their needs on vol
Slide 20: Targeting $40B in LFP Demand
Existing plant Decades of LFP production experience Designed to Scale OBBBA-ready Targeting $40B in LFP Demand Nano One Materials Corp. (TSX: NANO) is a Canadian technology company and its One-Pot process is changing how the world makes cathode active materials for lithium-ion batteries. Sustainable
Slide 21: Executive Summary
Executive Summary Growth through Technology Licensing – 52 Patents Granted, 50+ Pending • High margin EBITDA – Capital light – upfront license fees – production royalty streams – rapid expansion and growth – potential JVs • Demo plant in Québec derisks and supports licensees with production, offtake
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