Graphene Manufacturing Group Ltd · TSXV:GMG
Graphene Manufacturing — Investor Presentation (July 2026)
26 slides from Graphene Manufacturing's investor presentation, July 2026
Slide 1: Transformative Graphene Energy Solutions
TSX-V:GMG OTCQX:GMGMF Graphene Manufacturing Group TRANSFORMATIVE GRAPHENE GMG is a certified Verified ENERGY SOLUTIONS Graphene Producer® - independently verified by the Advanced Carbons Council (ACC) through rigorous in-person facility graphenemg.com inspections and world-class material characteri
Slide 2: Disclaimer
DISCLAIMER DISCLAIMER The information contained within this presentation has been prepared by Graphene Manufacturing Group Ltd. (“GMG” or the “Company”) as of markets and sales channels for the Company’s products will develop as expected, that the Company's planned production expansion into March 31
Slide 3: With Our Products We All Can Do Better
International Energy Agency (IEA): “thermal management improvements in buildings and industry represent the largest single opportunity for energy cost reduction globally” WITH OUR PRODUCTS WE ALL CAN DO BETTER OUR PRODUCTS ARE FOR t h e i n d u s t r i e s t h a t c a n ’ t a f f o r d t o w a s t e
Slide 4: Our Products Solve One Problem: Trapped Heat
OUR PRODUCTS SOLVE ONE PROBLEM: TRAPPED HEAT Our Products move heat FASTER through GMG makes our graphene to transfer the use of GMG’s Graphene heat faster – i.e. HEAT TRANSFER FUNCTIONALISATION. When Heat is moved FASTER GMG PRODUCTS it can provide four outcomes: Cost and energy savings GRAPHENE —
Slide 5: High Margin, Scalable Disruptive Applications
HIGH MARGIN, SCALABLE DISRUPTIVE APPLICATIONS HIGH MARGIN, S C A L A B L E & D I S R U P T I V E A P P L I C A T I O N S targets two major markets: E N E R G Y E F F I C I E N C Y : Graphene coatings, lubricant additive and lithium-ion battery additive improve efficiency in HVAC-R(1), engines (1) and
Slide 6: Proprietary Clean Technology Platform
PROPRIETARY CLEAN TECHNOLOGY PLATFORM Graphene Production GMG manufactures graphene in-house using a proprietary process that converts natural gas into high-quality graphene, b y p a s s i n g t y p i c a l g r a p h i t e mining dominated and controlled by China. Thi s graphene then supports GMG’s
Slide 7: Significant Revenue Generating Opportunities
SIGNIFICANT REVENUE GENERATING OPPORTUNITIES SIGNIFICANT REVENUE Sales Team Members GENERATING OPPORTUNITIES Countries with Product Testing & Sales Activity London Germany Italy Seoul Tokyo GMG’s target markets for energy saving lubricants, coatings, and JUNE 2026: RECORD New Delhi SALES ORDERS > ad
Slide 8: Strategic Partners and Global Reach
STRATEGIC PARTNERS AND GLOBAL REACH STRATEGIC PARTNERS AND GLOBAL REACH GMG has established confidential partnerships and distributor relationships with large manufacturers covering applications in automotive, personal electronics, aviation, energy, and heavy industry. The company received support fr
Slide 9: THERMAL-XR Commercial Progress
THERMAL-XR®COMMERCIAL PROGRESS THERMAL-XR® COMMERCIAL PROGRESS THERMAL Some of our customers trialing T H E R M A L - X R ® are considered world market leaders in their industry and bring considerable large scale opportunity potential THERMAL-XR® CUSTOMER ADOPTION PROCESS Product Deployment & Manufa
Slide 10: THERMAL-XR Distribution
THERMAL-XR®DISTRIBUTION THERMAL-XR® DISTRIBUTION THERMAL DISTRIBUTION/LOGISTICS N u - C a l g o n is G M G ’ s e x c l u s i v e d i s t r i b u t i o n p a r t n e r for A F T E R M A R K E T H V A C in North America →N u - C a l g o n is the largest specialty chemical provider to the HVACR market
Slide 11: No Corrosion 30,000 Hour Milestone
NO CORROSION 30,000 HOUR MILESTONE THERMAL Image of THERMAL-XR® coated plates upon commencement of tests Images of THERMAL-XR® coated plates after 30,000 hours of salt spray testing Certification of 30,000 hours of salt spray test ASTM B117-19 for THERMAL-XR® Graphene Manufacturing Group TRANSFORMAT
Slide 12: Launch: Australian Roll Out of THERMAL-XR Coating on Beijer Ref Coils
LAUNCH: AUSTRALIANROLL OUT OF THERMAL-XR® COATING ONBEIJER REF COILS LAUNCH: AUSTRALIAN ROLL OUT OF THERMAL-XR® COATING ON BEIJER REF COILS B E I J E R R E F is one of the world’s largest global refrigeration and HVAC Available from wholesalers, headquartered in Malmö, Sweden, with operations spanni
Slide 13: Industry First Palletised Graphene Products Available for Order
INDUSTRY FIRST PALLETISED GRAPHENE PRODUCTS AVAILABLE FOR ORDER FOR GLOBAL* DISTRIBUTION I N D U S T R Y FIRST PALLETISED GRAPHENE PRODUCTS AVAILABLE F OR O R D E R F OR GLOBAL* DISTRIBUTION ENG DEU FRA SPA ITA POR POL TUR IND VIE HIN CHI JPN KOR THA ARA * Each product label has 16 languages. Delive
Slide 14: Lubricant Performance
LUBRICANT PERFORMANCE LUBRICANT PERFORMANCE 10% G r a p h e n e f r o m G ® L U B R I C A N T r e d u c e s f u e l c o n s u m p t i o n b y u p t o 10% b y l o w e r i n g t h e f r i c t i o n o n t h e cr it ical b o u n d a r y l u b r i c a t i o n z o n e s o f p i s t o n s $1 spent on G-Lub
Slide 15: Graphene Additive for Lithium-Ion Battery
GRAPHENE ADDITIVE FOR LITHIUM-IONBATTERY G R A P H E N E ADDITIVE F O R LITHIUM-ION B A T T E R Y →GMG’s S U P A G ® is an additive for Lithium-Ion Batteries →It can be used as a Cathode Additive (1%) and/or after further development, management believes it has potential for an Anode Alternative to
Slide 16: Graphene Aluminium Ion Battery Advantages
GRAPHENE ALUMINIUM IONBATTERY ADVANTAGES G R A P H E N E ALUMINIUM ION B A T T E R Y A D V A N T A G E S BATTERY DEVELOPMENT UPDATE 6 Minute Fast C h a r g i n g Performance Battery prioritizes durability and power capability over energy density E n e r g y D e n s i t y of D i f f e r e n t C h e m
Slide 17: Graphene Aluminium Ion Battery Performance
GRAPHENE ALUMINIUM IONBATTERY PERFORMANCE G R A P H E N E ALUMINIUM ION B A T T E R Y P E R F O R M A N C E POUCH CELL SAMPLES EXPECTED BATTERY PA C K DESIGN Battery performance curves of G+A CELLS at 60 min and 6min charge (1C & 10C) *Testing data provided by BIC Indiana. S o u r c e : https://grap
Slide 18: Graphene Aluminium Ion Battery Advantages
GRAPHENE ALUMINIUM IONBATTERY ADVANTAGES G R A P H E N E ALUMINIUM ION B A T T E R Y A D V A N T A G E S POTENTIAL APPLICATIONS DIESEL ENGINE ENERGY ELECTRIC AVIATION RAIL PERSONAL P OW ER TOOLS REPLACEMENT STORAGE VEHICLES (electric vertical ELECTRONICS (fast charging & (high load & power (in front
Slide 19: Battery Technology Readiness Level (BTRL)
BATTERY TECHNOLOGY BATTERY TECHNOLOGY READINESS L E V E L (BTRL) Progress G+AI Battery G M G is currently optimizing has progressed electrochemical behaviour to B T R L 4 for pouch cells Lab-Scale Production Component Electrochemical Cell Production Process Commerciali- and Basic Production Process
Slide 20: Battery Cell Expected Roadmap
BATTERY CELL EXPECTED ROADMAP B A T T E R Y C E L L EXPECTED R O A D M A P →Battery →500 mAh Cell Cells/Modules →Cells for JDA supplied to →Cell Testing Partner(s) Customers 2023 2024 2025 2026 2027+ →1000 mAh Cell →Utilise GMG’s →Utilise BIC Battery Development Indiana Cell →Cell Testing Centre for
Slide 21: GMG Operations
GMG OPERATIONS GMG O P E R A T I O N S HEAT EXCHANGER COATING 1 Million Litres p.a. Coating Blending Plant Operational NATURAL GAS (<2% Graphene) FUNCTIONALISATION HEAT TRANSFER ®LUBRICANT Pilot Blend Plant Lubricants Blending Plant Operational (<1% Graphene) GRAPHENE SUPA ® Pilot Production Plant M
Slide 22: GMG Production Growth Plan
G M G PRODUCTION G R O W T H P L A N S Potential Production Expansion Target Country Potential Production Expansion Target Country The Gen 2.0 Plant has completed construction and started up successfully. The plant is Potential Production Expansion Target Country now being optimized for graphene qua
Slide 23: Fulcrum: Factory for Graphene Factories
FULCRUM: “FACTORY FOR GRAPHENE FACTORIES” GMG Board approved AU$1.2 million capital to support feasibility level design, engineering and long-lead procurement for GMG’s “Fulcrum” Facility. The GMG Fulcrum Facility is expected to include an area for assembling Graphene Modular Production Units (MPU’s
Slide 24: Maturing Financial Capability
Canada's MATURING FINANCIAL CAPABILITY MATURING FINANCIAL CAPABILITY TSX-V (TSX Venture) E x c h a n g e GMG SHARE S OUTSTANDING 126,168,864(b) MARKET CAPITALIZATION BUILD REVENUE Maturing sales and DEVELOP Fi rst leading segment PARTNER Australian CASH ON HAND AU$14.5M(a) ~C$289M (b) marketing team
Slide 25: Investment Highlights
INVESTMENT HIGHLIGHTS INVESTMENT HIGHLIGHTS 1 PROPRIETARY LOW-COST SCALABLE PRODUCTION TECHNOLOGY 2 H I G H M A R G I N F I R S T T O M A R K E T IN G L O B A L S C A L E S E C T O R S 3 M U L T I P L E POTENTIAL R E V E N U E O P P O R T U N I T I E S 4 ENERGY EFFICIENCY & ENERGY STORAGE MARKET FOR
Slide 26: Investor Relations
TSX-V:GMG OTCQX:GMGMF Graphene Manufacturing Group TRANSFORMATIVE GRAPHENE ENERGY SOLUTIONS INVESTOR RELATIONS info@fcir.ca +647 – 689 – 6041 www.focusir.ca
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