Evion Group Nl · ASX:EVG
Evion Group Nl — Investor Presentation (October 2026)
33 slides from Evion Group Nl's investor presentation, Oct 8, 2026
Slide 1: Building a Vertically Integrated Critical Minerals Business
rsonal use only Building a Vertically Integrated Critical Minerals Business CORPORATE PRESENTATION ASX SPARK+ OCTOBER 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 rsonal use only $A0.016 $A5.3M circa As of Friday 25 September 2026 As of 31 August 2026 52 week high $0.060, low $0.0015 US DEMAND Listed Options EU Market capitalisation DEMAND NEVADA ~292M $A14M The CARP INDIA Exercise price 5.0c expiring 7 August 2029 Fluorspa
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 rsonal use only Graphite for Li - ion batteries. for Growth. 04 US Critical Mineral Asset. Carp Fluorspar acquisi
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 rsonal use only ✓ The Maniry graphite project is supported by the European Commission UPSTREAM ✓ Low cost and capex with 50% large flake production at 96
Slide 6: Maniry Graphite Project
Maniry Graphite rsonal 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 rsonal 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 pathway t
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 rsonal 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 major
Slide 9: The Maniry Graphite Project
rsonal use only The Maniry Graphite Project 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 rsonal 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 Inter
Slide 11: Pathway to production in Madagascar
Pathway to production in Madagascar rsonal use only Mine development and begin production. Final Environmental permit applications Our large flake remain well advanced material to feed with final approval Expandable Mining Permits pending. Graphite plant and Granted securing the EU / Europe tenure a
Slide 12: Committed to supporting Madagascar and our host communities
We are committed to supporting Madagascar and our host communities rsonal 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 contractors; o
Slide 13: Panthera Graphite Technologies
Panthera Graphite rsonal 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: Only ASX listed Australian company producing expandable graphite
Evion is the only ASX listed Australian company producing expandable rsonal 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, adjacent to k
Slide 15: Extensive applications and benefits for expandable graphite
Extensive applications and benefits for expandable graphite rsonal 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 - based c
Slide 16: Global Production Scalability
Global Production Scalability Targeting 10,000 tonnes per annum with established global operations. Production: rsonal 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 Revenue: R
Slide 17: CARP Fluorspar Project
CARP Fluorspar rsonal 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 rsonal 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 of ~49
Slide 19: Confirmed 2024 Sampling Results
Confirmed 2024 Sampling Results rsonal 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 connected m
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 rsonal use only sold directly as metallurgical - grade fluorspar without beneficiation. PRODUCTION HISTORY EXPLORATION
Slide 21: Upcoming Field Program – Planned Activities
Upcoming Field Program – Planned Activities. rsonal 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 Timing : S
Slide 22: Fluorspar: Critical Mineral Classification
Fluorspar: Critical Mineral Classification US 100% Import Reliant rsonal 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. Critical M
Slide 23: Battery Anode Material Project (BAM)
Battery Anode rsonal 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 rsonal 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. rsonal 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 in Ind
Slide 26: Each asset has a defined next catalyst
Each asset has a defined next catalyst Asset Exploration Scoping Feasibility Permitting Financing Production Next catalyst rsonal use only / FID Panthera Stage 2 expansion to 4,000 – 4,500tpa India / 50% JV Maniry Definitive offtake, final environmental Madagascar / 100% approval and project finance
Slide 27: 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. rsonal use only Mr Sinodinos joins Evion Group at a pivotal moment for Western - aligned critical minerals su
Slide 28: An experienced Board, positioned to deliver the next phase of growth
An experienced Board, positioned to rsonal 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 Brings ov
Slide 29: Contact
rsonal 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 rsonal use only Targets are conceptual in nature, there has been insufficient ex
Slide 31: Appendix - Maniry Project Mineral Resource
Appendix 2 - Maniry Project Mineral Resource A breakdown of the Maniry Project Mineral Resource is as follows rsonal 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 5.9 720,000 **5%
Slide 32: Appendix – Maniry Exploration Target
rsonal use only Appendix 3 – Maniry Exploration Target 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 August 20
Slide 33: Appendix – PGT JV Feasibility Study shows strong financial returns
Appendix 4 – PGT JV Feasibility Study shows strong financial returns rsonal use only Published July 2022 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$38.9M NPV
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