First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (June 2026)
16 slides from First Graphene's investor presentation, June 2026
Slide 1: Commercial scale graphene production
Commercial scale graphene production Revolutionising material performance for global technology and industrial markets JUNE 2026 ASX:FGR - INVESTOR PRESENTATION 1
Slide 2: Major operating highlights
Major operating highlights Established commercial-scale >35 active commercial clients across graphene production facility broad industry segments generating revenue Proprietary processing capability of up to 100 tonnes per annum (tpa) Strategic acquisitions expanding platform into new intern
Slide 3: PureGRAPH: unlocking graphene's commercial potential
PureGRAPH® : unlocking graphene’s commercial potential FLEXIBLE THIN TRANSPARENT IMPENETRABLE Stretches up to 20% 0.345nm or one Absorbs only 2.3% of Impermeable barrier carbon atom thick visible light even to helium gas STRONG ELECTRIC CONDUCTIVE THERMAL CONDUCTIVE FIRE RETARDENT 200 times stronger
Slide 4: Established production profile
Established production profile Proprietary electrochemical exfoliation process converts PureGRAPH® products manufactured to deliver graphite into high-quality graphene nanoplatelet consistent morphology, purity and particle size materials Regulatory approvals secured in key markets, including Indust
Slide 5: Commercialisation model
Commercialisation model Near-term catalysts Direct addressable market revenue opportunities in proven applications Conversion of ~50 near term active product launches and commercial agreements across PureGRAPH® CEMENT & CONCRETE ELASTOMERS pipeline representing >US$10m ~US$360m ~US$300m >US$150m >
Slide 6: Acquisition – MITO Material Solutions
Acquisition – MITO® Material Solutions Technology: Expands beyond PureGRAPH® into graphene oxide and functionalised nanomaterial additives by adding market ready E-GO, LIGRA, OMEGA and DELTA product lines across composite fibres, coatings, resins and additives Revenue: Provides access to established
Slide 7: Acquisition – Ionic Industries
Acquisition – Ionic Industries Technology: Expands FGR beyond PureGRAPH® into coatings and dispersion technologies for geotextiles, water containment, landfill barriers and construction materials Pipeline: Provides access to established go-to-market ready formulated products with historical supply c
Slide 8: Expanding Product Portfolio
Expanding Product Portfolio Industrial Textile Coating, LIGRA® PureGRAPH ® Perovskite Custom Carbon Masterbatches Paste PureGRAPH ® Graphene Oxide Geotextile (G.O.) Conductive Coating Aqua Dispersion (G.O.) Aqua Dispersion E-GO ® Functionalised G.O. PureGRAPH® Custom Dispersions Res-1 & E-GO ® Spray
Slide 9: Cement and concrete
Cement and concrete PureGRAPH® in cement and concrete – strength and permeability Strength gains of 25–30% in cement Compressive strength Flexural strength Permeability and concrete at very low loadings (28-day mortar) (28-day mortar) (apparent volume of permeable voids) (less than 0.1% of binder) S
Slide 10: Composites and polymers
Composites and polymers PureGRAPH® dispersed into resin or polymer before manufacture and integrates into the composite matrix Weight reduction of more than 30% combined with strength gains of more than 30% at very low loadings Adds barrier properties, fire retardancy and toughness Versatile across
Slide 11: Expanding global distribution
Expanding global distribution Extensive distribution strengthening global exposure and uptake of PureGRAPH® Actively working with 11 distributors across the globe Distribution network provides robust pathways to major markets Unlocks channels and sales drive to qualified and international customer b
Slide 12: Opportunities and outlook
Opportunities and outlook 500-700 Long lead enquiries varying from 3 to 1 years 1 Year 50 >35 2 Years Active commercial Active 3 clients Years agreements 12
Slide 13: Financial performance
Financial performance Recurring/Development/Grant revenue ($million) Commercial momentum Grant Funded Programs Ongoing increase in approved applications and sales opportunities Development Revenue $0.14 Recuring Revenue Cement and concrete segment approaching a mature sales profile Diversified
Slide 14: Investment opportunity
Investment opportunity Commercial scale graphene production High-value advanced materials platform operating with >100tpa capacity and across graphene, graphene oxide and revenue across >35 active clients functionalised additives World-first cement roof tile results – up Global distribution network
Slide 15: 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 16: 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:FGR - INVES