Nouveau Monde Graphite Inc · TSX:NOU
Nouveau Monde Graphite — Investor Presentation (April 2026)
20 slides from Nouveau Monde Graphite's investor presentation, Apr 9, 2026
Slide 1: Investor Presentation: Strategic and Public Equity Financing
NMG-NYSE : NOU-TSX INVESTOR PRESENTATION STRATEGIC AND PUBLIC EQUITY FINANCING April 9, 2026
Slide 2: Cautionary Note & Forward-Looking Statements
CAUTIONARY NOTE & FORWARD-LOOKING STATEMENTS A final base shelf prospectus of Nouveau Monde Graphite Inc. (the “Company”) dated December 5, 2025 (the “Prospectus”) containing important information relating to the securities to which this presentation (the “Presentation”) relates has been filed with
Slide 3: Cautionary Note & Forward-Looking Statements (continued)
CAUTIONARY NOTE & FORWARD-LOOKING STATEMENTS (continued) An investment in the Company’s securities involves a high degree of risk and must be considered speculative due to the nature of the Company’s business, the present stage of development of its mineral properties and of construction and install
Slide 4: Cautionary Note & Forward-Looking Statements (continued)
CAUTIONARY NOTE & FORWARD-LOOKING STATEMENTS (continued) In particular, assumptions about the satisfaction of all closing conditions and the successful completion of the Offering within the anticipated timeframe, the ability of the Company to successfully execute definitive agreements with respect t
Slide 5: Cautionary Note & Forward-Looking Statements (continued)
CAUTIONARY NOTE & FORWARD-LOOKING STATEMENTS (continued) Market and industry data Market and industry data presented throughout in this Presentation, as well as in the Prospectus, any applicable supplement to the Prospectus and any amendment to the documents, including the documents incorporated by
Slide 6: Cautionary Note & Forward-Looking Statements (continued)
CAUTIONARY NOTE & FORWARD-LOOKING STATEMENTS (continued) US Disclaimer This Presentation is not a prospectus or an offering memorandum pursuant to applicable United States securities laws. The securities of the Company may not be offered or sold in the “United States”, or to, or for the account or b
Slide 7: Company Overview
+ COMPANY OVERVIEW » The Company aims to become an integrated company developing responsible mining and advanced processing operations to supply the global economy with carbon-neutral advanced graphite materials. The Company is developing an integrated ore-to-processed-graphite value chain to serve
Slide 8: Funding Overview and Status of the Matawinie Mine Project
+ FUNDING OVERVIEW AND STATUS OF THE MATAWINIE MINE PROJECT » NMG expects to have fully secured the funds required for construction of the 106 ktpy Phase-2 Matawinie Mine following the Offering Closing and Concurrent Private Placement Closing: − ~US$213 million strategic equity investments have been
Slide 9: Sub-Receipts Public Equity Financing - Term Sheet
+ SUB-RECEIPTS PUBLIC EQUITY FINANCING - TERM SHEET Term Sheet Key Dates » Announcement and launch: Issuer: Nouveau Monde Graphite (the “Company”) April 9 at market close Offering: Treasury offering of 45.6 million subscription receipts (“Subscription Receipts”), as described below (the “Offering”)
Slide 10: Sub-Receipts Public Equity Financing - Term Sheet (cont'd)
+ SUB-RECEIPTS PUBLIC EQUITY FINANCING - TERM SHEET (CONT’D) Term Sheet Each Subscription Receipt represents the right to receive, for no additional consideration and without further action, one common share of the Company (a “Common Share”) upon satisfaction of the Escrow Release Conditions, as des
Slide 11: Sub-Receipts Public Equity Financing - Term Sheet (cont'd)
+ SUB-RECEIPTS PUBLIC EQUITY FINANCING - TERM SHEET (CONT’D) Term Sheet Form of Offering: Bought deal by way of a prospectus supplement to be filed in all provinces of Canada and pursuant to the multijurisdictional disclosure system in the United States. An application will be made to list the Subsc
Slide 12: Planned to Be One of the G7's Largest Integrated Natural Graphite Producers
+PLANNED TO BE ONE OF THE G7’S LARGEST INTEGRATED NATURAL GRAPHITE PRODUCER FID expected following MATAWINIE the Offering Closing and UATNAN Concurrent Private MINE & CONCENTRATOR Placement Closing(1) MINE & CONCENTRATOR Flake graphite Large volume of flake graphite Mine and concentrator to produce
Slide 13: Striving to Become a Graphite Material Leader for the Western World
+ STRIVING TO BECOME A GRAPHITE MATERIAL LEADER FOR THE WESTERN WORLD OUR PLAN OUR GOAL OUR VISION PHASE 1 PHASE 2 PHASE 3 In operation since 2018 Ongoing engineering and financing Under development “DE-RISKING” EXECUTION GROWTH OPTIONALITY ✓ Demonstration facilities for ✓ Matawinie Mine (FID follow
Slide 14: Growing Industries Are Hungry for Graphite
+ GROWING INDUSTRIES ARE HUNGRY FOR GRAPHITE ENERGY TECHNOLOGIES + Energy storage for AI/data + Batteries centres + EVs + Grid-scale battery systems + Hydrogen fuel cells for solar and wind power + Foils for electronics + Nuclear industry + Communications systems components NEXT-GEN MATERIALS MANUFA
Slide 15: Matawinie Mine Financing and FID
+ MATAWINIE MINE FINANCING AND FID FID to proceed with the design, engineering and construction of the Phase-2 Matawinie Mine, expected to be made following the closing of the Offering and the Concurrent Private Placement, on the basis of, among other things, access to the net proceeds from the Offe
Slide 16: NMG Has Secured Debt and Offtake Commitments
+ NMG HAS SECURED DEBT AND OFFTAKE COMMITMENTS Senior Debt – Total Commitments Flake Concentrate Offtake Agreements Lenders / CUSTOMER VOLUMES (KTPY) TENOR PRICING » Fixed North American market Senior Secured Term Loan Facility US$290 mm » Seven-year tenor price for a basket of products » Approximat
Slide 17: NMG Has Secured Equity from Long-Term Investors
+ NMG HAS SECURED EQUITY FROM LONG-TERM INVESTORS WITH SIGNIFICANT FINANCIAL RESOURCES CUSTOMER QUANTUM DESCRIPTION » US$70 mm » Global energy company headquartered in Italy, engaged in the development, production, and supply of energy solutions across traditional and low-carbon businesses, with a m
Slide 18: Construction of the Matawinie Mine Project Has Reached an Advanced Stage of Risk Mitigation
+ CONSTRUCTION OF THE MATAWINIE MINE PROJECT HAS REACHED AN ADVANCED STAGE OF RISK MITIGATION The Company expects to have fully secured the funds required for construction of the Phase-2 Matawinie Mine following the Offering Closing and Concurrent Private Placement Closing ✓ ~80% of detailed enginee
Slide 19: Clear Path to FID and Construction of the First-Stage Bécancour Battery Material Plant
+ CLEAR PATH TO FID AND CONSTRUCTION OF THE FIRST-STAGE BÉCANCOUR BATTERY MATERIAL PLANT Phase-1 demonstration plants for integrated production have enabled successful qualification of the product with Panasonic, leveraging proven, optimized processing technology: ✓ Full 13 ktpy production committed
Slide 20: Green Battery Materials to Power the Energy Revolution
GREEN BATTERY MATERIALS TO POWER THE ENERGY REVOLUTION CORPORATE OFFICE NMG.com CONTACT 995 Wellington Street, Suite 240 Facebook Marc Jasmin Montréal (Québec) H3C 1V3 Twitter Director, Investor Relations Canada YouTube +1 450 757-8905 #993 LinkedIn mjasmin@nmg.com NMG.com + NYSE: NMG | TSX: NOU + 2
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