Graphene Manufacturing Group Ltd · TSXV:GMG
Graphene Manufacturing — Investor Presentation (October 2025)
25 slides from Graphene Manufacturing's investor presentation, October 2025
Slide 1: Transformative Graphene Energy Solutions
TSX-V:GMG OTCQX:GMGMF Transformative Graphene Energy Solutions graphenemg.com
Slide 2: Disclaimer
DISCLAIMER The information contained within this presentation has been prepared by Graphene Manufacturing Group Ltd. (“GMG” or the distributor agreements, that the Company’s products will be granted the necessary regulatory approvals, include that of the “Company”) as of October 19, 2025 and contain
Slide 3: Proprietary Clean Technology Platform
PROPRIETARY CLEAN TECHNOLOGY PLATFORM GMG Graphene Production GMG manufactures graphene in-house using a proprietary process that converts natural gas into high-quality graphene, bypassing typical graphite mining dominated and controlled by China. This graphene then supports GMG’s energy-saving and
Slide 4: High Margin, Scalable & Disruptive Applications
HIGH MARGIN, SCALABLE & DISRUPTIVE APPLICATIONS GMG targets two major markets: •Energy Efficiency: Graphene coatings, lubricant additive and lithium-ion battery additive improve efficiency in HVAC-R, engines and lithium-ion batteries. Lowering energy use and reducing emissions for commercial and ind
Slide 5: Launch: Australian Roll Out of THERMAL-XR Coating on Beijer Ref Coils
LAUNCH: AUSTRALIAN ROLL OUT OF THERMAL-XR® COATING ON BEIJER REF COILS Beijer Ref is one of the world’s largest global refrigeration and HVAC wholesalers, headquartered in Malmö, Sweden, with operations spanning more than 40 countries and over 500 branches worldwide, 6,000 employees and 200,000 cust
Slide 6: World First Palletised Graphene Products Available for Order
WORLD FIRST PALLETISED GRAPHENE PRODUCTS AVAILABLE FOR ORDER FOR GLOBAL* DISTRIBUTION 06 * Each product label has 16 languages. Delivery times to be confirmed at time of order.
Slide 7: Significant Market Opportunity & Revenue Growth Potential
SIGNIFICANT MARKET OPPORTUNITY & REVENUE GROWTH POTENTIAL London San Francisco GMG’s target markets for energy Singapore saving lubricants, coatings, and advanced batteries are multibillion- dollar opportunities, with initial deployment and sales underway in North America, Asia, Europe and Brisbane
Slide 8: 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 from tier-one industry participants
Slide 9: Production Expansions – 10 Tonne Per Annum Second Gen Tech
PRODUCTION EXPANSIONS – 10 TONNE PER ANNUM SECOND GEN TECH. GMG HEADQUARTERS RICHLANDS, BRISBANE, AUSTRALIA Value chain on one site - for easier global replication and further scaling. GMG have approved the Modular Graphene Production Plant-Phase 1.0 Battery Development investment of AU$900k for Cen
Slide 10: THERMAL-XR Commercial Progress
THERMAL-XR® COMMERCIAL PROGRESS So m e o f o u r c u s t o m e rs t ria lin g THERMAL-XR® a re c o n s id e re d w o rld m a rk e t le a d e rs in t h e ir in d u s t ry a n d b rin g c o n s id e ra b le la rg e s c a le o p p o rt u n it y p o t e n t ia l THERMAL -XR Customer Adoption Process Pro
Slide 11: THERMAL-XR Graphene Coating Adds Thermal Radiation
THERMAL-XR® GRAPHENE COATING ADDS THERMAL RADIATION TO FORCED AND NATURAL CONVECTION • Convection is the passing of heat in a fluid (e.g. air or water) • Conduction is the passing of heat through a solid material • Thermal Radiation is the passing of heat in the form of waves or particles *Based on
Slide 12: THERMAL-XR Doubles Heat Transfer with 20,000 Hours Corrosion Resistance
THERMAL-XR® DOUBLES HEAT TRANSFER* WITH OVER 20,000 HOURS OF CORROSION RESISTANCE 55±8 kΩcm GRAP HENE MANUFACTURING GRO UP , W O # C-0 258 6 57 20 ±5 kΩcm Figure 2- Samples After 20,000 Hours of Exposure TXR d o u b le s t h e h e a t t ra n s fe r ra t e TXR s u c c e s s fu lly p a s s e d 20 ,0 0
Slide 13: THERMAL-XR Distribution
THERMAL-XR® DISTRIBUTION Distribution/Logistics Nu-Calgon is GMG’s exclusive distribution partner for AFTER MARKET HVAC in North America • Nu-Calgon is the largest specialty chemical provider to the HVACR market • 37 person sales team; 4000 distribution points • Cool Worx is Nu-Calgon’s private bran
Slide 14: Lubricant Performance
LUBRICANT PERFORMANCE ® Graphene from G® LUBRICANT reduces fuel consumption by up to 10% by lowering the friction on the critical boundary lubrication zones of pistons ~ 30% of fuel burned in an engine is to overcome internal friction. G® Lubricant is mixed into More than 60% of engine friction is e
Slide 15: Graphene Additive for Lithium-Ion Battery
GRAPHENE ADDITIVE FOR LITHIUM-ION BATTERY • GMG’s SUPA G® is an additive for Lithium-Ion Batteries • It can be used as a Cathode Additive (1%) and/or after further development work it has potential for an Anode Alternative to Graphite - which is largely export controlled from China • BIC Indiana is
Slide 16: Graphene Aluminium Ion Battery Advantages
GRAPHENE ALUMINIUM ION BATTERY ADVANTAGES Current Battery Performance Expectations 1 Very Fast Charging/Discharging (60x faster)* 2 Long Life (>1000 full cycles) 3 Economic Energy Density at high charging speeds 4 Battery Thermal Management Likely Not Needed Supply Chain 5 Supply Chain Simplicity (<
Slide 17: Battery Technology Readiness Level (BTRL)
BATTERY TECHNOLOGY READINESS LEVEL (BTRL) Rio Tinto is GMG’s Joint Product Development Partner for use of GMG is currently the battery in heavy mobile G+AI Battery optimizing electrochemical equipment & grid energy storage has progressed to BTRL 4 behaviour for applications in the mining and GMG Pro
Slide 18: Battery Cell Roadmap
BATTERY CELL ROADMAP • Battery • Battery Pilot Plant Cells/Modules cells for JDA supplied to • 500 mAh Cell Partner(s) Customers • Cell Testing 2023 2024 2025 2026 2027+ • Utilise GMG’s • Utilise BIC Indiana Battery Cell Production • 1000 mAh Cell Development Plant (under • Cell Testing Centre for s
Slide 19: GMG Operations
GMG OPERATIONS HEAT NATURAL GAS EXCHANGER 1 Million Litres p.a. COATING Operational H Coating Blending Plant (<2% Graphene) C H H H ®LUBRICANT Pilot Blend Plant Lubricants Blending Plant Operational (<1% Graphene) GRAPHENE Pilot Production Plant SLURRY Operational H GRAPHENE (~90% Graphene) MANUFACT
Slide 20: Maturing Financial Capability
MATURING FINANCIAL CAPABILITY Ticker Canada's TSX-V (TSX Venture) Exchange GMG Shares Market Build Revenue Develop Partner Cash on Hand Outstanding Capitalization Maturing sales and First leading Australian AU$7.7M (a) marketing team, segment partner – Government R&D 117,767,201 (b) ~C$95 M (b) proc
Slide 21: Investment Theme Comparables
INVESTMENT THEME COMPARABLES Other graphene companies 1 PROPRIETARY LOW COST SCALABLE GRAPHENE PRODUCTION TECHNOLOGY 2 PATENTED OR PATENT PENDING GLOBAL SCALE HIGH MARGIN APPLICATION WORLD LEADERS 3 LOW COST SCALABLE PRODUCTION TECHNOLOGIES FOR COATINGS, LUBRICANTS AND BATTERIES 4 DEVELOPING GRAPHEN
Slide 22: Investment Highlights
INVESTMENT HIGHLIGHTS 1 PROPRIETARY LOW-COST SCALABLE PRODUCTION TECHNOLOGY 2 HIGH MARGIN FIRST TO MARKET PRODUCTS IN GLOBAL SCALE SECTORS 3 MULTIPLE REVENUE OPPORTUNITIES POISED FOR GROWTH 4 ENERGY EFFICIENCY AND ENERGY STORAGE MARKET FORCES TIMING 5 POTENTIAL EXPANSION TO NORTH AMERICA 22
Slide 23: Transformative Graphene Energy Solutions
TSX-V:GMG OTCQX:GMGMF Transformative Graphene Energy Solutions INVESTOR RELATIONS info@fcir.ca +647 – 689 – 6041 www.focusir.ca 23
Slide 24: Board of Directors & Advisory Team
Board of Directors & Advisory Team Craig Nicol | Founder, Managing Director & CEO Craig Nicol has a career of over 20 years in delivering large scale innovation including leading multi-billion-dollar gas and LNG value chains in Australia and Asia Pacific and managing sales and marketing teams across
Slide 25: What is Graphene?
What is Graphene? Ion Storage The carbon wonder High density capacity for ion storage product* Thermal Conductivity Extreme Heat Diffusivity Graphene is the first two-dimensional material and is classed as a “super-material”* offering many properties. Enhanced Lubrication Extreme lubrication & wear
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