Graphjet Technology (GTI) Guidance summary

Opening remarks and agenda

• Announced commissioning of the first commercial-scale green graphite manufacturing plant in Subang, Malaysia, and outlined the agenda to discuss strategic importance, milestones, market opportunity, financial implications, and technology differentiation.

Guidance on key objectives

• Aims to become a reliable supplier of green graphite for the electric vehicle market, leveraging agricultural waste as feedstock.

• Plans to expand production capacity in Malaysia and establish a U.S. facility in Nevada by 2026, targeting 13,000 metric tons annual capacity in Malaysia and 10,000 tons in Nevada.

• Intends to align with U.S. policy for critical mineral sourcing and support the growth of the U.S. EV market.

Market trends and strategic opportunities

• Global graphite demand is rising due to EV proliferation, with graphite being a critical battery material, and China currently dominating supply.

• U.S. and global automakers face supply risks from China's export restrictions, creating opportunities for alternative suppliers.

• The graphite market is projected to reach $25 billion by 2027, with continued growth expected into the 2030s.