Evion Group Nl · ASX:EVG
Evion Group Nl — Investor Presentation (August 2026)
33 slides from Evion Group Nl's investor presentation, Aug 20, 2026
Slide 1: Building a Vertically Integrated Critical Minerals Business
For personal use only Building a Vertically Integrated Critical Minerals Business CORPORATE PRESENTATION ASX AUGUST 2026 STRATEGIC INTEGRATED GROWTH ASSETS OPERATIONS PIPELINE
Slide 2: Disclaimer
Disclaimer Forward Looking Statement Competent Person’s Statement Certain statements contained in this presentation, including information as to the future financial or operating performance of Evion Mineral Resource – Razafy and Razafy NorthWest Group NL (‘‘the Company’) and its projects, are forwa
Slide 3: Corporate Snapshot
Corporate Snapshot Share Price Cash For personal use only $A0.023 $A4.7M circa As of 17 August 2026 As of 30 June 2026 52 week high $0.060, low $0.021 US DEMAND Listed Options EU Market capitalisation DEMAND NEVADA ~292M $A20.15M The CARP INDIA Exercise price 5.0c expiring 7 August 2029 Fluorspar Pr
Slide 4: Evion is a vertically integrated critical minerals company positioned for growth
Evion is a vertically integrated Critical Minerals 03 Battery Anode Material. Scoping Study for German SPG Plant. Maniry concentrate into uncoated spheronised purified Company positioned For personal use only Graphite for Li - ion batteries. for Growth. 04 US Critical Mineral Asset. Carp Fluorspar a
Slide 5: Evion Group – The Vertically Integrated Business
Evion Group – The vertically Integrated Business Evion’s Vertically Integrated Business: From Mine to Existing Midstream and Downstream Operations For personal use only ✓ The Maniry graphite project is supported by the European Commission UPSTREAM ✓ Low cost and capex with 50% large flake production
Slide 6: Maniry Graphite Project
Maniry Graphite For personal use only Project “Evion holds 100% ownership of one of the highest - grade graphite resources globally” High - grade flake graphite project in mining friendly Madagascar. 6
Slide 7: Evion's Definitive Feasibility Study confirms
Evion’s Definitive Feasibility Study confirms 01 For personal use only Significant Graphite Resource: The Maniry Mine contains a global - scale graphite resource, with the potential to yield over 1.2 million tonnes of concentrate over its mine life . 02 Mining Permits Granted: Maniry has a clear pat
Slide 8: Madagascar is the largest producer and exporter of graphite outside China
Madagascar is the largest producer and exporter of graphite in the world outside of China For personal use only The RN10 highway , which passes by the town closest to Maniry , is being rehabilitated under a US$400m World Ban initiative Expected completion is 2028. Maniry Graphite Mine is near other
Slide 9: The Maniry Graphite Project
The Maniry Graphite Project For personal use only 9 Energising the Future
Slide 10: Maniry is the only graphite project in Africa recognised by the EU's Critical Raw Materials Act
Maniry is the only graphite project in Africa recognised by the EU’s Critical Raw Materials Act For personal use only Strategic Future Supplier: The Maniry Graphite Mine is recognised as a strategic future supplier of critical minerals to the EU by the European Commission's Directorate - General for
Slide 11: Pathway to production in Madagascar
Pathway to production in Madagascar For personal use only Mine development and begin Final Environmental production permit applications remain well advanced Our large flake with final approval material to feed Mining Permits pending. Expandable Granted securing Graphite plant and tenure across all k
Slide 12: We are committed to supporting Madagascar and our host communities
We are committed to supporting Madagascar and our host communities For personal use only Economic growth: US$5.5m initial community investment, US$40m pledged over life of mine, and US$80m initial CAPEX for Maniry development. Major jobs growth: Construction will employ over 300 locals plus contract
Slide 13: Panthera Graphite Technologies
Panthera Graphite For personal use only Technologies “Evion is the only ASX - listed Australian company producing expandable graphite.” Brand new, state - of - the art, purpose - built processing facility near Pune, India. 13
Slide 14: Evion is the only ASX listed Australian company producing expandable graphite
Evion is the only ASX listed Australian company producing expandable For personal use only graphite. • 50/50 Joint Venture with Metachem Manufacturing Co, an experienced expandable graphite producer with 20+ years operating history. • Production facility in a Special Economic Zone near Pune, adjacen
Slide 15: Extensive applications and benefits for expandable graphite
Extensive applications and benefits for expandable graphite For personal use only Stealth & Conductive Radar Absorption Anti - corrosion Aircraft & Ships Coatings (RAM) Enhanced durability for Fireproof and icephobic critical infrastructure. high - resistance Radar signature suppression Graphite - b
Slide 16: Global Production Scalability
Global Production Scalability Targeting 10,000 tonnes per annum with established global operations. Production: For personal use only 10,000 tpa Expansion into Global Production: markets with 4,000 – assessment 4,500 tpa in progress Production: Expansion of 2,000 – Operations in 2,500 tpa India Reve
Slide 17: CARP Fluorspar Project
CARP Fluorspar For personal use only Project “High - grade Fluorspar project in Nevada, USA” Fluorspar is designated a critical mineral in the United States, European Union and other major Western economies 17
Slide 18: The CARP Fluorspar Project – Nevada, USA
The CARP Fluorspar Project – Nevada, USA PROJECT LOCATION & TENURE For personal use only • Located ~140 km northeast of Las Vegas in Lincoln County, Nevada, within the Viola Mining District of the Clover Mountains region. Project Tenure: • Tenure comprises 59 unpatented lode claims covering a total
Slide 19: Confirmed 2024 Sampling Results
Confirmed 2024 Sampling Results For personal use only Project - Scale Continuity • High - grade fluorspar ranging from 49.83% to 88.15% CaF ₂ confirmed across South, West, North and Central Pits. • Mineralisation also identified in bulldozer cuts between pit areas • Results support a potential conne
Slide 20: Historic Mining & Exploration: CARP Fluorspar Project
Historic Mining & Exploration: CARP Fluorspar Project Production at the Wells Fargo Mine ran from 1958 to 1971 across multiple shallow open pits. Material was selectively mined an d For personal use only sold directly as metallurgical - grade fluorspar without beneficiation. PRODUCTION HISTORY EXPLO
Slide 21: Upcoming Field Program – Planned Activities
Upcoming Field Program – Planned Activities. For personal use only DRONE BASED/ GEOPHYSICAL GROUND MAGNETIC SURFACE SAMPLING TECHNIQUE SURVEY ORIENTATION SURVEY Area/Scope : Greater CARP Area/Scope: CARP deposit Area/Scope : CARP Licence area and NW extensional area area an extensional corridor Timi
Slide 22: Fluorspar: Critical Mineral Classification
Fluorspar: Critical Mineral Classification US 100% Import Reliant For personal use only Fluorspar is officially recognised as a critical mineral in the United States, reflecting its importance to national security, industrial resilience and energy objectives . 01 Fluorspar is listed on the U.S. Crit
Slide 23: Battery Anode Material Project (BAM)
Battery Anode For personal use only Material Project (BAM) Uncoated spheronised purified graphite (SPG) for use in lithium - ion batteries. 23
Slide 24: Scoping study supports strong economics and technical viability
Scoping study supports strong economics and technical viability For personal use only Pre - Tax NPV8% Pre - Tax IRR % Initial CAPEX Total Pre - Tax Cashflow Payback 30,000 US$392M US$117M US$2,808M 3.51 years TPA Pre-Tax IRR 15,000 US$152M US$74M US$1,404M 4.67 years TPA 24 Energising the Future
Slide 25: One of a few companies in the world with this combination
One of a few companies in the world with this combination. For personal use only EU EU CRMA Non - Chinese US Domestic EU Battery Strategic Project Processing Asset Pipeline Maniry is the only Operational expandable Carp Fluorspar, Nevada. Battery Anode Material graphite project in graphite facility
Slide 26: Arthur Sinodinos AO – Strategic Advisor
Arthur Sinodinos AO – Strategic Advisor Former Australian Ambassador to the United States joins Evion Group as a Strategic Advisor to accelerate its US and allied critical minerals strategy. For personal use only Mr Sinodinos joins Evion Group at a pivotal moment for Western - aligned critical miner
Slide 27: An experienced Board, positioned to deliver the next phase of growth
An experienced Board, positioned to For personal use only deliver the next phase of Mal Randall David Round Heather Zampatti Craig Lennon growth for Non -Executive Chair Managing Director Extensive Mining, JV Non -Executive Director Previously Head of Non -Executive Director Craig Lennon, former Bri
Slide 28: Upcoming value drivers in 2026/27
Upcoming value drivers in 2026/27 For personal use only 01 CARP Offtake India JV Investment BAM Project Financing Exploration agreements expansion Decision development Complete near - term Finalise long - term Finalise project Strong sales Progress toward Advance mapping and surface offtake contract
Slide 29: Contact
For personal use only Contact David Round Managing Director Suite 3, Ground Floor, 28 Ord Street, West Perth, Australia 6005 info@eviongroup.com +61 8 6158 9916 eviongroup.com Critical Mineral producer positioned for growth
Slide 30: Appendix - Maniry: High-Grade Resource & Long-Term Upside
Appendix 1 - Maniry: Cautionary Statement: The Exploration Targets High - Grade Resource & reported herein are not JORC compliant Mineral Resources. The potential quantity and grade of the Exploration Long - Term Upside For personal use only Targets are conceptual in nature, there has been insuffici
Slide 31: Appendix - Maniry Project Mineral Resource
Appendix 2 - Maniry Project Mineral Resource A breakdown of the Maniry Project Mineral Resource is as follows For personal use only AREA CLASSIFICATION TONNES TOTAL GRAPHITIC CONTAINED GRAPHITE CARBON (%TGC) (TONNES) Razafy* Indicated 13.6 6.5 890,000 *3% TGC cut - off grade Inferred 12.1 5.9 720,00
Slide 32: Appendix – Maniry Exploration Target
Appendix 3 – Maniry Exploration Target For personal use only A description of the Drilling and Assay Data Trenching Refer ASX Announcement 14 datasets, assumptions and • Drilling was undertaken at four separate Prospects and was • Malagasy Minerals Limited completed a program of trenching at two Aug
Slide 33: Appendix – PGT JV Feasibility Study shows strong financial returns
Appendix 4 – PGT JV Feasibility Study shows strong financial returns For personal use only Published July 202 2 Project Life 25 NPV – IRR – After Total Total Gross Total Net Years After Tax Tax (real) EBITDA Revenue Cash Panthera US$77.7M N/A US$226M US$477.7M US$174.8M Graphite JV Evion Group US$38