Nanoxplore, Inc. · TSX:GRA
Nanoxplore — Shareholder Meeting (December 2025)
23 slides from Nanoxplore's shareholder meeting presentation, Dec 4, 2025
Slide 1: World’s Largest Graphene Producer
World’s Largest Graphene Producer TSX: GRA AGM OTCQX: NNXPF December 4th, 2025
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains express or implied forward-looking statements, which are based on current expectations of management. These statements relate to, among other things, our expectations regarding management’s plans, objectives, and strategies. All statements other
Slide 3: Leadership Team
LEADERSHIP TEAM Dr. Soroush Nazarpour, Ph.D. Rocco Marinaccio Pedro Azevedo Pierre-Yves Terrisse Founder & Chief Operating Officer Chief Financial Officer Vice-President of Corporate Development Chief Executive Officer In coming Chief Executive Officer Ph.D in Nanotechnology from the University Exte
Slide 4: The Evolution of a Leading Graphene Producer
THE EVOLUTION OF A LEADING GRAPHENE PRODUCER PHASE 1 PHASE 2 PHASE 3 THE SET-UP OUR PLAN OUR VISION 2017-2022 2023-2027 2027+ TECHNOLOGY EARLY COMMERCIAL GROWTH & VALIDATION SUCCESS POSITIVE YIELDING RESULTS • De-risked • Successful introduction of graphene in • Benefit from our investments composite
Slide 5: NanoXplore’s Product Portfolio
NANOXPLORE’S PRODUCT PORTFOLIO Graphene Technology Platform GRAPHENE-ENHANCED GRAPHENE POWDER BATTERY CELLS & SOLUTIONS (INDUSTRIAL GRADE) MATERIALS Graphene- Graphene-enhanced Graphene- enhanced recycled composite SMC masterbatches Conductive Energy plastic compounds Graphene Storage GrapheneBlackT
Slide 6: Capex Growth Plan by Focus Market
CAPEX GROWTH PLAN BY FOCUS MARKET 1 5Y PLAN Dry Processed & Graphene Graphene Anode Enhanced GRAPHENE & BATTERY MATERIALS Material SMC CAPACITY EXPANSION PLAN Of which $7M 20,000 tpa $120 M REVENUE (Est.) $80M will remain 20,000 over the next CSPG/ $100 Million two quarters Active Project Currently
Slide 7: Wet-Process Graphene versus Dry-Process Graphene
WET-PROCESS GRAPHENE VERSUS DRY-PROCESS GRAPHENE Wet -Processed Dry -Processed Wet (water-based) Exfoliation EXFOLIATION PROCESS Fully Dry Exfoliation Lowest global producer MANUFACTURING COST 40% lower than wet-processed Electrical Conductivity, Barrier Lubricity, Thermal Conductivity KEY PROPERTIE
Slide 8: Expanding Our Graphene Addressable Market
EXPANDING OUR GRAPHENE ADDRESSABLE MARKET Investment initiative to unlock a new manufacturing processes The Global Carbon Black Market was Valued at $27B in 2023* 10% addressable 60% addressable properties due to 40% reduction in production cost1 & properties Wet Dry Process Process REVENUES STARTIN
Slide 9: Chevron Phillips Chemical (CPChem)
CHEVRON PHILLIPS CHEMICAL (CPChem) ▪ Multiyear supply agreement for oil & gas drilling fluid application ▪ Sales of proprietary carbon product TribografTM ▪ Contract commenced on October 1st, 2025 ▪ Potential annual available market: • 70,000 wells drilled worldwide • 20,000 wells drilled in N.A. ▪
Slide 10: Club Car
CLUB CAR ▪ Initial contract of $15m providing good, predictable revenues stream while diversifying from our traditional transportation sector ▪ Initial contract starts with virgin polypropylene (PP) to produce lightweight, durable components for recreational equipment. In the next phase, Club Car wi
Slide 11: Graphene-Enhanced Composite Growth
GRAPHENE-ENHANCED COMPOSITE GROWTH MOVING UP IN THE VALUE CHAIN WITH EXISTING AND NEW CUSTOMERS • Booked incremental revenue with existing and new customers (reference chart below) • Expansion of graphene-enhanced composite products • Available capacity for further expansion INCREMENTAL BUSINESS AWA
Slide 12: Action Plan
ACTION PLAN ▪ Focus on our core business of graphene powder sales and graphene-enhanced solutions ▪ Cultivate and foster a high-performance culture ▪ Allocation of capital will be aligned with customer demand ▪ Transparent communication with stakeholders ▪ VoltaXplore business evolution READY FOR TA
Slide 13: Appendix
APPENDIX
Slide 14: NanoXplore at a Glance
NANOXPLORE AT A GLANCE Advanced material Amongst the Largest “Blue chip customers” Graphene Producer** company founded in ** Paccar CPChem Market Cap $420 million ~40%share Volvo Club Car 12 Nov. Ford Caterpillar Amongst Daimler GE the Lowest 2011 Cost Producer Cash $10.1 million Strong IP portfolio
Slide 15: Manufacturing Footprint & Process
MANUFACTURING FOOTPRINT & PROCESS VERTICALLY PROPRIETARY ENVIRONMENTALLY INTEGRATED TECHNOLOGIES FRIENDLY Newton, NC St-Ephrem, QC Gimli, MB Vallorbe, Switzerland GIMLI Montreal, QC Cambridge, ON CAMBRIDGE BEAUCE VALLORBE MONTREAL NEWTON STATESVILLE Vertical Integration:Full control from graphene pr
Slide 16: FQ1 2026 Corporate Highlights
FQ1 2026 CORPORATE HIGHLIGHTS TTM TOTAL REVENUES (in $000s) Quarterly Key Developments $145,000 $140,000 $135,000 Graphene Enhanced SMC $130,000 For our Graphene Enhanced Solutions overall TOTAL REVENUES $125,000 demand decreased from our two largest customers while new contracts will start $23.4M $
Slide 17: Reasons to Invest in NanoXplore
REASONS TO INVEST IN NANOXPLORE Powder sales typically Largest graphene First major powder carry 50%+ incremental Large and visible producer globally (4,000 contract signed gross margin with graphene-enhanced Graphene Sales tpa capacity, with plans minimal added opex, solutions pipeline Cycle Shorte
Slide 18: Assumptions & Risks Strategic Plan: Graphene & Anode Material
ASSUMPTIONS & RISKS 5 YEARS STRATEGIC PLAN Graphene& Anode Material In recent years, North American demand for battery cells has resulted in numerous battery cell production facilities being built or announced to be built in North America. Along with this trend, North American governments are requir
Slide 19: Assumptions & Risks Strategic Plan: Graphene Enhanced SMC
ASSUMPTIONS & RISKS 5 YEARS STRATEGIC PLAN Graphene Enhanced SMC Demand from our customers for SMC parts is in excess of our capacity to produce which indicates a continued market shift towards composite materials and more specifically SMC. Capacity to produce SMC parts for the commercial vehicle mar
Slide 20: Non-IFRS Measures
NON-IFRS MEASURES The information contained in this presentation was prepared using results and financial information determined under IFRS. However, the Corporation considers certain non-IFRS financial measures as useful additional information in measuring the financial performance and condition of
Slide 21: Annual IFRS Equivalent
ANNUAL IFRS EQUIVALENT GROSS GROSS PROFIT PROFIT MARGIN MARGIN ($000s) NET LOSS ($000s) 18% 25,000 0% 16.9% 16.1% 16% -2% (2,000) Gross Profit $ Gross Margin % 14% 20,000 -4% (4,000) 12.6% -6% 12% (6,000) -7.6% 10.7% 15,000 -8% 10% -9.1% (8,000) -10% -10.4% 8% (10,000) 10,000 -12% 6% -13.3% (12,000)
Slide 22: Quarterly IFRS Equivalent
QUARTERLY IFRS EQUIVALENT TTM GROSS TTMPROFIT GROSSMARGIN ($000s) PROFIT MARGIN NET LOSS ($000s) TTM NET LOSS ($000s) 17.5% $25,000 $0 17.0% 17.1% 17.0% -$500 (2,000) 16.9% 16.5% 16.5% $20,000 (4,000) -$1,000 16.1% 16.0% (6,000) 15.7% -$1,500 $15,000 15.5% (8,000) 15.2% -$2,000 15.0% (10,000) $10,00
Slide 23: Contact
4500 Thimens Blvd, Montreal, QC H4R 2P2 www.nanoxplore.ca TSX: GRA | OTCQX: NNXPF Follow us