Neo Performance Materials, Inc. · TSX:NEO
Neo Performance Materials — Investor Presentation (March 2026)
31 slides from Neo Performance Materials's investor presentation, March 2026
Slide 1: Investor Presentation
Investor Presentation An established global platform in rare earths magnetics and critical materials TSX: NEO.TO | OTCQX: NOPMF March 2026
Slide 2: Disclaimer
2 Disclaimer Forward-Looking Information Non-IFRS Financial Measures This presentation contains Òforward-looking informationÓ, within the meaning of applicable securities laws in Canada. Forward- This presentation refers to certain specified financial measures, including non-IFRS financial measures
Slide 3: Rare Earth Magnetics Supply Crisis Meets Growing Demand
In the About Why Value Annual 3 Financials Appendix News Neo Invest Creation Highlights Rare Earth Magnetics Supply Crisis Meets Growing Demand Top Global auto executives are warning of an imminent shortage of rare-earth magnets from China, essential components in systems like windshield wipers and
Slide 4: The Solution: Greater Strategic Rare Earth Magnetic Independence
In the About Why Value Annual 4 Financials Appendix News Neo Invest Creation Highlights The Solution: Greater Strategic Rare Earth Magnetic Independence Prime Minister of Canada, Mark Carney, holding a Neo magnet at G7 2025 EU President Ursula von der Leyen, at the G7 2025 Summit in Canada: ÒToday,
Slide 5: Neo is… Fast Forwarding Critical Technologies
In the About Why Value Annual 5 Financials Appendix News Neo Invest Creation Highlights By the Numbers Neo isÉ ¥ A global leader in energy-saving permanent magnets and critical materials, with established technologies and geographically diverse midstream and downstream Revenue by Segment (LTM) % Che
Slide 6: Navigating Neo's business units and applications
In the About Why Value Annual 6 Financials Appendix News Neo Invest Creation Highlights Navigating NeoÕs business units and applications Magnequench (MQ) Chemicals & Oxides (C&O) ¥ Rare earth magnetic powders ¥ Rare earth separation ¥ Rare earth bonded magnets ¥ Specialty mixed oxides ¥ Rare earth s
Slide 7: Macro Trends Driving Strong Growth in Neo's Products
In the About Why Value Annual 7 Financials Appendix News Neo Invest Creation Highlights Macro Trends Driving Strong NeoÕs Unique Asset Base & Growth in NeoÕs Products Technical Expertise ¥ 30+ years of Rare Earth ¥ Existing Customer Base Electric AI / Semi- Magnets experience for both Permanent Vehi
Slide 8: Macro Trends Driving Strong Growth in Neo's Products
In the About Why Value Annual 8 Financials Appendix News Neo Invest Creation Highlights New Energy Vehicle Macro Trends Driving Strong Growth in NeoÕs Products Permanent Magnets for Magnets Critical Traction Motor (both Sintered Materials and HREE-Free Bonded) EV & Energy Transition > 85% of EVs and
Slide 9: Geopolitical Forces & Public Policy Tailwinds
In the About Why Value Annual 9 Financials Appendix News Neo Invest Creation Highlights 605k Global Forecasted Demand Geopolitical Forces & Public Policy Tailwinds (Mt of NdFeB Magnets) NeoÕs global presence and parallel supply chain uniquely position it to Fast-Growing Demand +345,000 Mt Drivers ca
Slide 10: Unique Asset Base & Technical Expertise
In the About Why Value Annual 10 Financials Appendix News Neo Invest Creation Highlights Unique Asset Base & Technical Expertise Why Neo is Best Positioned to Win Leading Market Positions Across Multiple End Markets Select End Markets NEO Differentiation Extensive and profitable track record ✓ A lea
Slide 11: Neo captures value across separation, metals and magnets
In the About Why Value Annual 11 Financials Appendix News Neo Invest Creation Highlights Neo captures value across separation, metals and magnets with integrated optionality, not dependency Mining Separation Metals Magnets Global Market Share Existing Producers2 Existing Producers2 Existing Producer
Slide 12: Success Factors for a Rare Earth Magnetic Company
In the About Why Value Annual 12 Financials Appendix News Neo Invest Creation Highlights Success Factors for a Rare Earth Magnetic Company Neo has 10,000 Mt of Rare Earth Magnetic Capacity Globally Customer Proven Operational Access to Secure Raw Material Capital and Cost Relationships Track Record
Slide 13: Grand Opening of Rare Earth Magnet Facility in Europe
In the About Why Value Value Annual 13 Financials Appendix News Neo Invest Creation Creation Highlights Grand Opening of Rare Earth Magnet Facility in Europe Neo Annual Permanent Magnet Capacity Target Furnace operations inside the European permanent magnet facility Exterior of the European permanen
Slide 14: Commercial Momentum in European Permanent Magnets is Building
In the About Why Value Value Annual 14 Financials Appendix News Neo Invest Creation Creation Highlights Commercial Momentum in European Permanent Magnets is Building European permanent magnet facility Delivery of sample magnets from the European permanent magnet facility ¥ First Magnet Delivery to T
Slide 15: European Rare Earth Separation Capabilities
In the About Why Value Value Annual 15 Financials Appendix News Neo Invest Creation Creation Highlights European Rare Earth Separation Capabilities ¥ One of the only non-captive operators of a large-scale light rare earth separation facility, strengthening Western supply chains LRE separation line i
Slide 16: Europe as the Choice for Neo's First Sintered Magnet Plant
In the About Why Value Value Annual 16 Financials Appendix News Neo Invest Creation Creation Highlights Europe as the Choice for NeoÕs First Sintered Magnet Plant Existing Ecosystem & Magnet Capacity Demand Growth Drivers Europe is home to some of the largest motor makers in the world: Existing Futu
Slide 17: Delivering Growth & Capital Returns to Shareholders
In the About Why Value Value Annual 17 Financials Appendix News Neo Invest Creation Creation Highlights Delivering Growth & Capital Returns to Shareholders Neo is strategically positioned to capitalize on mega-trends and the growing demand for secure critical materials supply chains 1. Financial Str
Slide 18: Financial Strength & Resilience
In the About Why Value Value Annual 18 Financials Appendix News Neo Invest Creation Creation Highlights Financial Strength & Resilience Strong Balance Sheet(1) Why Neo Wins ¥ Strong balance sheet and liquidity: Conservative leverage $38M Cash provides flexibility and resilience through cycles ¥ Robu
Slide 19: Strong Growth Prospects: NAMCO - Emissions Control Catalysts
In the About Why Value Value Annual 19 Financials Appendix News Neo Invest Creation Creation Highlights Strong Growth Prospects: NAMCO - Emissions Control State-of-the-art environmental emissions control catalysts production facility in China Catalysts Highlights ✓ Relocated facility has up to 50% a
Slide 20: Strong Growth Prospects: Other Critical Materials
In the About Why Value Value Annual 20 Financials Appendix News Neo Invest Creation Creation Highlights Strong Growth Prospects: Other Critical Materials Aerospace | Superalloys Hf Ta of aircraft in operation are increase in air traffic over 70% anticipated to be part of the next upgrade cycle(1) 2.
Slide 21: 2026 Priorities
In the About Why Value Value Annual 21 Financials Appendix News Neo Invest Creation Creation Highlights 2026 Priorities Commission Heavy Rare Earth SX Line in Europe Launch 2-3 programs for magnets in Europe Win additional awards to match launch windows in Europe Planning around 5,000mt of magnets i
Slide 22: An Established, Profitable Rare Earth Magnetics Platform
Investment Highlights TSX: NEO.TO | OTCQX: NOPMF ¥ Established, Operating Platform Commercial rare earth separation, metals and permanent magnet production in place today An Established, ¥ Structural Growth Exposure Profitable Rare Earth AI, Aerospace, Robotics, Automation, EVs and Environmental Sus
Slide 23: Quarterly Updates & Financials
Quarterly Updates & Financials
Slide 24: 2025 Highlights
In the About Why Value Annual 24 Financials Appendix News Neo Invest Creation Highlights 2025 Highlights Adjusted EBITDA(1) beats expectations & prior year ¥ ~$76 million 2025 Adjusted EBITDA(1) (~17% YoY increase) beating guidance of $67-$71 million and 2024 Adjusted EBITDA of $64 million. ¥ 2026 A
Slide 25: Consolidated Financial Statements
In the About Why Value Annual 25 Financials Appendix News Neo Invest Creation Highlights Consolidated Financial Statements Income Statement Selected Data Shareholder Capital Returns Year-over-Year Year-over-Year Year-over-Year Year-over-Year Quarterly Comparison YTD Comparison Quarterly Comparison Y
Slide 26: Financial Performance by Business Unit
In the About Why Value Annual 26 Financials Appendix News Neo Invest Creation Highlights Financial Performance by Business Unit Year-over-Year Magnequench Year-over-Year Comparison Quarterly Comparison Quarter Highlights: US$ OOOs (excl. Volume) Q4 2025 Q4 2024 2025 2024 ¥ Strong volume growth acros
Slide 27: Appendix
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Slide 28: Case Study: First-of-kind commercialized Rare Earth magnetics in HEV Traction Motor
In the About Why Value Annual 28 Financials Appendix News Neo Invest Creation Highlights Case Study: First-of-kind commercialized Rare Earth magnetics in HEV Traction Motor without heavy rare earths ¥ NeoÕs Magnequench division co-developed with Daido a 0% Heavy Rare Magnetic Powder Earths magnetic
Slide 29: Board of Directors: Independent Directors
In the About Why Value Annual 29 Financials Appendix News Neo Invest Creation Highlights Board of Directors: Independent Directors NeoÕs Board is comprised of current & former senior executives, with backgrounds in law, government, accounting, finance, material science, and rare earth industry manag
Slide 30: Executive Management
In the About Why Value Annual 30 Financials Appendix News Neo Invest Creation Highlights Executive Management NeoÕs Executive team is comprised of experienced executives in general management, finance, operations, sales & marketing, law, and engineering Rahim Suleman Jonathan Baksh Kevin Morris CEO
Slide 31: Corporate Headquarters
Performance Materials Corporate Headquarters Suite 1740, 121 King Street West Toronto, Ontario, Canada, M5H 3T9 (416) 367 8588 For further investor Follow us on: information and company updates: Jim Fitzpatrick SVP, Investor Relations & Communications ir@neomaterials.com
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