Neo Battery Materials Ltd · TSXV:NBM
Neo Battery Materials — Investor Presentation (May 2026)
17 slides from Neo Battery Materials's investor presentation, May 2026
Slide 1: High-Performance Battery Platform Powering Growth Applications
High-Performance Battery Platform Powering Growth Applications May 2026 | TSXV: NBM
Slide 2: Disclaimer
Disclaimer This presentation contains "forward-looking information" within the meaning of the applicable securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Generally, such forward-looking information can be id
Slide 3: Enabling Defense, Physical AI and Energy Storage
Enabling Defense, Physical AI and Energy Storge Achieve Full Performance Potential with High- Energy Batteries WHO WE ARE Commercial Korean Battery Factory NEO Battery Materials (TSXV: NBM) is a defense technology enabler producing high-performance battery components and cells. Providing Korea-made
Slide 4: Investment Highlights
Investment Highlights COMMERCIAL BATTERY DEVELOPING HIGH- STRATEGIC DIVERSE INDUSTRY-LEADING MANUFACTURER WITH PERFORMANCE POSITIONING DOWNSTREAM HIGH- BATTERY TEAM NEAR-TERM C A SH FLOW SILICON BATTERY OUTSIDE OF CHINA GROWTH MARKETS TECHNOLOGY Revenue-generating Growth opportunity Establishing Def
Slide 5: Our Path to Commercial Battery Production
Our Path to Commercial Battery Production 2026 2025 2023-2024 2021-2022 Raised C$7M+ to fund manufacturing Raised C$10M+ to fund battery equipment and cell expansion factory development. capacity. Filed key silicon battery innovation Doubled surveillance drone flight Began commercial manufacturing p
Slide 6: Leadership with Proven Track-Record
Leadership with Proven Track-Record Highly Qualified Personnel from Battery Industry, Finance, Government & Academia Spencer Huh Gen. C. J. Ko Adm. S.S. Shim Director, President & Director Strategic Defense Chief Executive Officer Advisor Maj. Gen. G.Y. Choi Seok Joung Yoon Dr. Jun Sik Jeoung Strate
Slide 7: Addressing Battery Challenges
Addressing Battery Challenges Battery Market Problems NBM Solutions DEPENDENCE ON CHINA THE WESTERN GO-TO ALTERNATIVE 86% 1 of the world’s batteries are produced in Foundry manufacturing, battery technology R&D and China Supply chain risk, price volatility and engineering solutions based outside o
Slide 8: The Western-Allied "Secure-Source" Advantage
The Western-Allied "Secure-Source" Advantage Global Supply Chain Decoupling: Western governments and defense organizations are actively insulating their critical battery supply chains from Chinese-linked components to mitigate national security and trade risks. •U.S. Defense & Trade: FEOC rules and
Slide 9: One-Stop Battery Value Chain Powering Defense, Physical AI and Energy Storage
One-Stop Battery Value Chain Powering Defense, Physical AI and Energy Storage Battery Materials Battery Electrodes Battery Cells • Developing & manufacturing • Coating all battery materials & • Stacking & winding battery silicon battery materials to components on aluminum electrodes to desired enabl
Slide 10: Successful Transition to Commercialization
Successful Transition to Commercialization Commercial-Scale Battery Manufacturing Factory in S. Korea 1. Electrode Production 2. Pouch Cell Production • @ Maximum Production Capacity: • Small to large-format pouch • 100K Heavy-Duty Cargo Drone to ~8M battery assembly capabilities for Professional Dr
Slide 11: Diverse Sales Pipeline in High Growth Markets
Diverse Sales Pipeline in High Growth Markets Automotive Drone/UAV Robotics Data Centre US$65B1 US$29B2 US$5B3 US$28B4 • Two Fortune 500 • Multi-year purchase orders totalling $10M • In-progress sales funnel to automotive anchor CAD for high-performance drone & robotics supply components for custome
Slide 12: Defense Battery Development Program
Defense Battery Development Program Military Drone Field Test Result Doubled flight time from enhanced capacity & stability at same power performance vs. commercial Chinese drone batteries 55% Energy Capacity Increase 1-Hr Flight Time or 98% Enhancement vs. Chinese LiPo Up to 150% Faster Charging Ra
Slide 13: NBMSiDE Proprietary Silicon Anode Technology
NBMSiDE® Proprietary Silicon Anode Technology NBM’s Silicon Technology Uses Proprietary Nanocoatings to Enable High-Performance High Capacity |10x capacity vs. graphite & 40 - 70%+ more capacity vs. competitors Low-Cost |Reduced manufacturing costs by 60%+ with materials & process Specification Ultr
Slide 14: 3.2 Acre Expansion Battery Factory
3.2 Acre Expansion Battery Factory Drone Battery & Cylindrical Manufacturing Capability • To install 4M+ cells/year capacity for drone & robotics battery manufacturing capacity to service mass-market in US and NATO • To design & develop high-energy cylindrical format lines for AI systems, robotics &
Slide 15: Peer Comps Landscape
Peer Comps Landscape Accelerated Valuation Growth via Strategic Partnerships & Market Demand Peer Company Valuation Revenue Proof Points • Silicon battery company $93M $1.85B EOY $73.0M in 13 months 202% YoY Growth 2023: 0.7M $130M 2024: 3.6M • Electrode & cell foundry • ~40 customers in various i
Slide 16: 2026 Strategic Goals & Key Catalysts
2026 Strategic Goals & Key Catalysts Repeatable Sales + Visible Capacity Expansion + Defense/Military Drone Integration Commercialization Contracts Technology a. Fulfill battery product a. Expand battery electrode a. Achieve R&D supply contracts and and cell sales pipeline into developments with JDA
Slide 17: Thank You
THANK YOU Website: www.neobatterymaterials.com Address: 10th Floor, 4711 Yonge Street, Toronto, Ontario, Canada M2N 6K8 Email: dhuh@neobatterymaterials.com
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