Syrah Resources Limited · ASX:SYR
Syrah Resources — Shareholder Meeting (May 2026)
12 slides from Syrah Resources's shareholder meeting presentation, May 22, 2026
Slide 1: 2026 Annual General Meeting
2026 Annual General Meeting For personal use only 22 May 2026 Shaun Verner – Managing Director & CEO syrahresources.com.au 2026 Annual General Meeting Syrah Resources | ASX: SYR1
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, Investor Relations invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. Thi
Slide 3: Syrah is the Western leader in graphite and anode materials
Syrah is the Western leader in graphite and anode materials First mover advantage as Geopolitically strategic Growing graphite market NOT FOR RELEASE TO US WIRE SERVICES OR DISTRIBUTION IN THE UNITED STATES For personal use only ex-China partner of choice critical minerals assets driven by the batte
Slide 4: Safety and Sustainability
Safety and Sustainability For personal use only Positive for Communities Operating Sustainably Secure Supply for our Customers 2026 Annual General Meeting 4
Slide 5: Safety and Sustainability
Safety and Sustainability Committed to operating sustainably for our people, community and other stakeholders Group Performance For personal use only 0.4 TRIFR1 Female National Vidalia Syrah will invest a further US$5m in employment employment in regional social and economic initiatives over 5 19% a
Slide 6: World class Balama resource supports Syrah's strategy
World class Balama resource supports Syrah’s strategy World class operation underpinned by the largest and highest- grade graphite resource (ex-China) +50-year JORC Ore Reserve-backed mine life 1 For personal use only Balama expected to operate in campaign mode at 100-120ktpa production rate with am
Slide 7: Vidalia producing AAM and ready for ramp-up
Vidalia producing AAM and ready for ramp-up Only commercial-scale AAM production facility in North America, with deep technical competencies in AAM qualification and integrated production developed over a 10-year period For personal use only Full readiness for production ramp-up with operating cost
Slide 8: Supportive policy settings and strong growth outlook
Supportive policy settings and strong growth outlook Despite US AD/CVD not being implemented, US Government Energy transition accelerating demand for Syrah’s products For personal use only interventions continue to reshape markets in Syrah’s favour Battery cell demand by geography (MWh, ex-China)4 >
Slide 9: Positioning Syrah for long-term success
Positioning Syrah for long-term success NOT FOR RELEASE TO US WIRE SERVICES OR DISTRIBUTION IN THE UNITED STATES 1 2 3 4 For personal use only Syrah is the first mover in Balama is the largest and Upon completion, the DFC is expected to have graphite with the only highest-grade graphite non-binding
Slide 10: Strong alignment with the US Government underscores the strategic importance of Syrah's assets
Strong alignment with the US Government underscores the strategic importance of Syrah’s assets ▪ Syrah’s largest shareholder, AustralianSuper, is Illustrative shareholding at completion of Strategic Funding Proposal (fully diluted)2,3 For personal use only supportive of the current Board and its str
Slide 11: Operational and financial outlook
Operational and financial outlook Balama Vidalia Corporate For personal use only Mining and plant campaign operations Vidalia is producing high-quality AAM expected to continue to satisfy Pro forma cash balance of US$122m and has full readiness for ramp-up and contracted sales and to build an as at
Slide 12: Thank you
Thank you For personal use only 2026 Annual General Meeting 12