Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (May 2026)
20 slides from Nano One Materials's investor presentation, May 7, 2026
Slide 1: Nano One Corporate Presentation
Nano One Lower Cost Easier-to-Permit Corporate Simplified Process Presentation Supply Chain Resilient Nano One Materials Corp. Changing How the World Makes Battery Materials Modular & Scalable TSX: 1 | TSX: NANO NANO │ FF: LBMB│ OTCQB: NNOMF | 2026-05-07
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 Alex Holmes Denis Geoffroy Carlo Valente CEO, Founder & President & COO CFO Director CSO Adam Johnson Kelli Forster Dr. Guoxian Liang Andrew Muckstadt Jason Zandberg SVP, SVP, SVP, VP, Business Director, External Affa
Slide 4: Targeting $40B in LFP Demand
Existing plant Decades of LFP production experience Designed to Scale OBBBA-Ready Targeting $40B1 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. Sustainabl
Slide 5: Shareholder Value, Scalable Business Model
nanoOne Shareholder Value 1 Scalable Business Model Licensing-based business model offering high-margin royalty revenue stream. 2 Strategic Partnerships and Validation Collaborations with Rio Tinto, Sumitomo Metal Mining, and Worley de-risks commercialization and enhances ability to penetrate the EV
Slide 6: 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. 6 | TSX: NANO | 2026-05-07
Slide 7: Cathode Active Material (CAM)
Batteries 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 LMFP mass market EV, ESS, Industrial Fe 70-80% Market Shar
Slide 8: 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 9: Process Cost-Competitive & Greener
Process Cost-Competitive1 & Greener2 PCAM, CAM & Coating Combined $ UP TO 30% ↓ OPEX AT LEAST 30% ↓ CAPEX 59 Patents Granted3 + 47 Pending ↓ 80% LESS ENERGY ∅ SODIUM SULPHATE WASTEWATER coating See How It Works CAM CO2 ↓ 50-60% GHGS P lithiated coated Li2CO3 Fe ↓ 80% WATER USAGE LFP ↑ SUPPLY CHAIN D
Slide 10: Global Cathode Chemistry Market Demand Forecast
Global Cathode Chemistry Market Demand Forecast 1 1 derived from Bloomberg NEF Lithium-Ion Batteries: State of the Industry 2024 2035 20+ variations4 of NCM, 2.1 NCA, NCMA, LMR, LNM, ROW (exPRC) 4.2 mtpa LFP LMFP, Na-ion, etc TWh 168 $½B plants 35 million EVs Average market size 2.5% (~150 GWh) All
Slide 11: 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 12: US Production Capacity Incentives Are Clear
LFP Cell Production Capacity US Production Capacity Incentives Are Clear LFP CAM Must Be Economically Regionalized Nearly 290 GWh of U.S. LFP cell production has been announced for the 2030 pipeline. • 290 GWh in LFP cells requires ~600 ktpa of LFP CAM. North America's 2030 LFP capacity pipeline has
Slide 13: Innovation Hub and Commercialization Hub
Changing How the World Makes Battery Materials 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 59 Patents Granted & 47+ Pending ✓
Slide 14: 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 C$10.25M Acquire Candiac C$10M C$2.8M US$13M C$18M C$5M C$3M C$4.3M Agree Clos
Slide 15: 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 is easier to site and permit. • Leverages existing pilot and demonstration facilities with less capital at risk. Proven Technology Trac
Slide 16: Paths to Revenue
Changing How the World Makes Battery Materials Paths to Revenue1 Licensing Revenue Direct Sales Dev Project (JV Model) Technology Licensing • Candiac Facility • Multi tonne offtake samples from • Design Once Build Many • Small volumes Defense & ESS Candiac in 2026, B/C samples • Pre-sales package in
Slide 17: 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 18: 2025-26 Catalysts — In Motion
2025-26 Catalysts — In Motion Finance - $28.2M in Gov Funding Drawn in 2025 and 2026 (More in Process) Non-Dilutive Capital - $57M in Active Funding Programs CAM Package – Three Distinct Packages One-Pot Equipment – Proprietary Agitator Design & Reactor Design (NGen Support) Government Policy - Stro
Slide 19: Executive Summary
Executive Summary Growth through Technology Licensing – 59 Patents3 Granted, 47+ 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, offtak
Slide 20: Question & Answer
TSX: NANO Changing How the World Makes Battery Materials Question & Answer 20 | TSX: NANO | 2026-05-07
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