Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (August 2025)
23 slides from Nano One Materials's investor presentation, Aug 20, 2025
Slide 1: Changing How the World Makes Battery Materials
Nano One Materials Corp. TSX: NANO │ FF: LBMB│ OTC: NNOMF IP: 52 Granted | 1 Allowed | 54 Pending Supply Chain Resilient Easier-to-Permit Simplified Process Modular & Scalable Changing How the World Makes Battery Materials Cost-Competitive Cathode Production Technology 1 | TSX: NANO | 2025-08-20
Slide 2: Disclaimers
Disclaimers TSX: NANO | FF: LBMB | OTC: NNOMF Disclaimer This presentation is being given by Nano One Materials Corp. (“Nano One” or, the “Company”) for information purposes only. Re liance on this presentation for the purpose of engaging in any investment activity may expose a person to significant
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 & COO CCO CFO Director Andrew Paul Guedes Adam Johnson Kelli Forster Dr. Guoxian Liang Muckstadt Director, SVP, External Affairs SVP, People & Culture SVP, Technol
Slide 4: Battery 101 & Market
Battery 101 & Market Dan Blondal, CEO, Director & Founder—Nano One 4 | TSX: NANO | 2025-08-20
Slide 5: 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. 5 | TSX: NANO | 2025-08-20
Slide 6: Cathode Active Material (CAM)
CAM 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 Anode LMFP mass market EV, BESS2, Industrial Fe 70-80% Market Sh
Slide 7: 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+ variations of NCM, LFP 52% NCA, NCMA, LMR, LNM, LMFP, Na-ion, etc (~3100 GWh) 5.9 20X Average market size 2.5% All LFP (~150 GWh) Other 52% CAM TWh Addressable Ma
Slide 8: LFP Demand Market Forecast
Cathode Market LFP Demand Market Forecast1 Demand Forecast1 Mass Adoption is Clear 3X 3.5 higher than (Terawatt Hours, TWh) 2035 forecasted 1,2 Other LFP RoW in 2021 CAM 5X RoW 3.0 LFP Growth, RoW from 2025-35 5.9 Driven by ↑ AI ↑ BESS ↑ EV 2.5 TWh 2.0 2.1TWh LFP RoW 2035 Other LFP Rest of 3.4 mtpa
Slide 9: Market Challenges & Industrial Solutions
Market Challenges & Industrial Solutions 9 | TSX: NANO | 2025-08-20
Slide 10: 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 Glob
Slide 11: The Challenge / LFP Solution
The Challenge LFP Solution China Controls LFP Production and Supply Chain Nano One is responding to Voice of the Customer 1000+ tpa capacity expansion Abundant low-cost source of iron sulfate from Qualify local sources of iron Eliminate bottleneck tailings Lax regulation of sulfate handling and wast
Slide 12: Process
Process See how it works $ Cost-competitive1 & Greener2 ↓ 30% OPEX ↓ 30% CAPEX PCAM, CAM & Coating combined ↓ 80% less energy ∅ sodium sulphate wastewater Mn coating One Co CO2 Ni P lithiated CAM coated ↓ 50-60% GHGs Li2CO3 Fe Pot ↓ 80% water usage LFP, NMC, LNMO … ↓ foreign supply chain risk PCAM I
Slide 13: Innovative Technology Solutions
Nano One Sustainable Manufacturing Summary Innovative Technology Solutions Supply Chain Resilient Easier-to-Permit Simplified Process Modular & Scalable Sulfate-Free Inputs Streamlined Process Next-Gen Durable M2CAM ® One-Pot Cathodes Our Patented One-Pot Process Our simplified One-Pot process M2CAM
Slide 14: Partnerships & Growth
Partnerships & Growth 14 | TSX: NANO | 2025-08-20
Slide 15: 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 2002 2012 - 2022 2012 - 2024 Focused. LFP early history $60M non-dilutive in 6 months recent history C$10.25M Candiac Acquisition C$10
Slide 16: Innovation Hub and Commercialization Hub
R&D, testing & characterization Commercialization Hub Innovation Hub Candiac, Québec, Canada Burnaby, BC, Canada 80,000 sf ✓ Only full scale LFP plant and experienced team outside Asia 25,000 sf ✓ World-class knowhow in production & OEM certification (IATF ISO) LFP, NMC, LNMO & Other CAM ✓ 200 tpa E
Slide 17: Scalable Business Model
Diversified Revenue Streams Scalable Business Model Growth through Licensing Modular Design-One-Build-Many accelerated growth strategy Candiac Production Plant IP + engineering + equip. Upfront Fee + Royalty stream Full Scale Demonstration Continuous innovation Sampling and Offtake Greater market sh
Slide 18: Rapid Global Scaling
One-Pot Licensing Rapid Global Scaling Delivered in partnership with Worley Flexible Licensing Packages One-Pot enabled Key Proprietary Equipment • Designed for ESS & EV sectors globally IP Rights • Demo plant in Candiac, Québec • Eliminates waste & custom engineering Plant Layout • Modular, scalabl
Slide 19: Global Deal Pipeline
Sales | Licensing | Partnerships | Strategic $ | Government $ Global Deal Pipeline* Voice of Customer & Global partnerships are flourishing with many sales, licensing, government, strategic prospects underway BESS | EV | Industrial | Energy ↑ AI Data Centers ↑ Aerospace ↑ Defense ↑ Grid ↑ EV *This m
Slide 20: Multi-track Revenue Growth
Product Sales Licensing Royalties JV Development Multi-track Revenue Growth1 Scale of production in line with Voice of the Customer Targeting Globally Defense, BESS, AI Data Centers, Industrial and EVs – each with Unlocking addressable markets (TAM) for large-scale Cathode Producers distinct volume
Slide 21: 2025 Catalysts — In Motion
complete in progress 2025 Catalysts — In Motion Finance $12.75M in gov funding drawn (more in process) Non-Dilutive Capital $60M+ secured in the last 9 months Capacity Expansion Engineering advancing 1000+ tpa LFP Sales Samples in validation for ESS, auto, defense CAM Package Three distinct packages
Slide 22: Unlocking $40B in LFP Demand
LEARN MORE Only LFP Plant Outside Asia Backed by Experts Designed to Scale Unlocking $40B in LFP Demand nanoOne.ca 5x Market Growth (2035) Global Pipeline of Deals Underway Voice of Customer & Global partnerships flourishing Driven by ↑ AI ↑ ESS ↑ EV Many sales, licensing, government, strategic pros
Slide 23: Executive Summary
Executive Summary Growth through Technology Licensing – IP: 52 granted | 1 Allowed | 54 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,
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