EcoGraf (EGR) Corporate presentation summary

Business overview and strategy

• Vertically integrated model spans upstream mining, midstream shaping, and downstream purification for battery anode materials, targeting the lithium-ion battery market with scalable, low-cost, and clean technology solutions.

• Focus on the Epanko graphite project in Tanzania, supported by mechanical shaping and chemical purification facilities, with expansion plans to meet global demand.

• Strategic partnerships and government support in key markets (EU, U.S., Asia) to drive supply chain diversification and secure project financing.

• Board and management team with deep industry and in-country expertise, driving project execution and stakeholder engagement.

Project portfolio and development

• Epanko mine offers a world-class, high-grade graphite resource with a 22-year mine life and staged expansion to 390,000 tpa.

• Stage 1 BFS highlights: 73,000 tpa production, US$516M pre-tax NPV, 31.1% IRR, and US$544/t operating cost, positioning it as a lowest-cost supplier.

• Mechanical shaping facility in Tanzania to add value, reduce transport costs, and support government value-add initiatives.

• Downstream HFfree® chemical purification facilities planned in multiple global hubs, leveraging proprietary, eco-friendly technology.

Market opportunity and drivers

• Global battery market valued at US$172.34bn in 2025, with over US$300bn capex forecast by 2030; natural graphite demand for batteries expected to exceed 3Mt by 2030.

• Geopolitical factors (Chinese export controls, U.S. tariffs, EU Critical Raw Materials Act) are accelerating the need for diversified, ex-China supply chains.

• EcoGraf’s HFfree® process offers a 34% lower operating cost than traditional HF purification, with strong ESG credentials and patent protection in key jurisdictions.