Evion Group (EVG) Corporate presentation summary

Investment overview

• Vertically integrated critical-minerals strategy spans Maniry graphite in Madagascar, expandable graphite production in India, the CARP fluorspar project in Nevada and a German battery-anode-material pipeline.

• Corporate snapshot at 25 Sep 2026: share price A$0.016, market capitalisation A$14M and ~872M shares; cash was A$5.3M as of 31 Aug 2026.

• Policy positioning includes Maniry’s EU Strategic Project status and fluorspar’s critical-mineral designation in the US, EU and other Western markets.

Maniry graphite project

• 100%-owned, high-grade project; resource totals 40Mt at 6.5% TGC, with a 16.2Mt probable reserve at 6.6% TGC and a stated 21+ year mine life.

• Definitive Feasibility Study indicates potential to produce over 1.2Mt of concentrate over the mine life; OPEX is below 46% of projected revenue, supporting a 54% gross margin.

• Mining permits granted across key project areas; final environmental approval, definitive offtake documentation, project finance and FID are next steps toward construction.

• Binding terms sheet signed in Aug 2026 with a German purchaser for ~10,000tpa over five years, with floor-price protection; definitive agreements and project finance to follow.

• Community commitments include US$5.5M initial investment, US$40M pledged over the mine life and over 300 local construction jobs plus 350+ operational roles.

Expandable graphite operations

• Panthera Graphite Technologies is a 50:50 JV with Metachem Manufacturing, operating a purpose-built facility near Pune; operations began in Q4 2024 and first shipment was in Mar 2025.

• First full year of commercial production delivered unaudited EBITDA of US$530,000 (A$757,000) at 20–25% of nameplate capacity, with sales to the US, Europe and Asia.

• Planned capacity is 4,000–4,500tpa, targeting 10,000tpa by 2028/29; Stage 2 expansion is the next catalyst.