Talga Group Ltd. · ASX:TLG
Talga — Euroz Hartleys Institutional Investor Conference 2026
17 slides from Talga's conference presentation, Mar 18, 2026
Slide 1: Powering faster energy
For personal use only Talga Group Ltd Powering faster energy Euroz Hartleys Institutional Investor Conference 18 March 2026 © Talga Group Ltd, Mar 2026.
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any su
Slide 3: Making faster-charging more powerful batteries work
Making faster-charging more powerful batteries work For personal use only In booming Li-ion battery market the fast-charge/high-power segment is fastest-growing Demand is driven by exponential growth in AI Data centres, Hybrid EV’s, BESS, Robotics and Defense applications Talga high performance grap
Slide 4: Verified premium markets
Verified premium markets For personal use only Offtake customer Development Offtake customers Nyobolt customer V4Smart NDA Fast-charge High-power Defense AI data centres need fast response Hybrid EV, heavy-duty commercial High-performance batteries for energy to keep running amid and premium cars dr
Slide 5: Battery anode demand
Battery anode demand 7.0 TWh Li-ion battery shipments Battery Forecast Demand by Application • 6x larger than 2020 For personal use only 6.0 TWh • In 2025 is 2.3x forecast in 2020 Key Trends 5.0 TWh • BESS growing +51% YoY • Larger and faster-charging battery packs in 4.0 TWh SUVs, Hybrids and Comme
Slide 6: 100% owned anode production platform
100% owned anode production platform For personal use only Anode Graphite Mine Anode Production Anode from Black Mass Global Expansions • Tier 1 graphite deposit • Battery ready anode • Technology to produce • Strategic opportunity to (Vittangi) with 100% material production anode from waste expand
Slide 7: Talga graphite advantages
Talga graphite advantages • Highly crystalline graphite more energy • Ultra-low ohmic resistance more speed/power For personal use only • Innovative high-yield process competitive cost • Superfine size coated anode fast-charge markets • 100% owned technology FEOC-free • Fully vertically integrated s
Slide 8: Current Talga material and technology demand
Current Talga material and technology demand Customer base and qualifications Talnode®-C & Talnode®-R qualification For personal use only Talnode®-C & Talnode®-C & Talnode®-R Talnode®-R qualification qualification Talnode®-C qualification Talnode®-R samples Talnode®-C & Talphite in synthetic BESS bl
Slide 9: Project Snapshot
Agreements & Project Snapshot partner/Government engagements underway Fully Permitted, finalising offtakes & finance into FID 2026 For personal use only Raw Material Anode Production Customers End Users Sweden Vittangi Mine Luleå Anode Plant Fully permitted, 100% 24,500tpa anode plant, studies batte
Slide 10: Vittangi Anode Project
Vittangi Anode Project Staged 5ktpa anode plant from stockpiles + 19.5ktpao integrated mine-anode production Key Finance Partners Key Project Partners For personal use only Production Flexibility to produce commercial quantities of start options both Talnode®-C and Talnode®- R Near term Meet strong
Slide 11: Funding Landscape
Funding Landscape Significant grant network building to reduce reliance on public equity going forward Awarded - SEK 82.6 million Industrial Leap 1 Grant For personal use only Received to complete engineering studies for 1st 5,000tpa anode line for Talnode® - completion due June 2026 Awarded - €70 m
Slide 12: Investment Case
Investment Case Talga addresses the high-growth, multi-billion-dollar battery market • Integrated Swedish operations of high-grade graphite deposit and innovative For personal use only process tech delivers structural cost advantages • Patented fast-charge Talnode® products deliver superior margins
Slide 13: Corporate Summary | Board & Management
Corporate Summary ASX:TLG | OTCQX:TLGRF At 17 March 2026 unless otherwise stated Terry Stinson- Non-executive Chair Board & Management Over 35 years’ Executive and Non-Executive Director experience, working for global innovation companies. For personal use only Formerly the CEO & MD of Orbital Corpo
Slide 14: Offices and contact details
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 15: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 For personal use only Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 16: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 17: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in
Talga Group — Euroz Hartleys Institutional Investor Conference 2026 on 6ix