Neo Performance Materials (NEO) Investor presentation summary

Market context and strategic positioning

• Global demand for rare earth magnets is surging, driven by electric vehicles, robotics, renewable energy, and stricter environmental regulations, with supply chain risks heightened by China's dominance and export restrictions.

• Public policy in the EU and US is incentivizing local supply chains, with targets for sourcing and recycling, supporting Western producers and recyclers.

• Neo operates a globally integrated platform with rare earth separation, metals, and magnet production, and is expanding its European footprint to address regional demand and supply chain diversification.

Business segments and technical capabilities

• Three main business units: Magnequench (rare earth magnetic powders and magnets), Chemicals & Oxides (rare earth separation, catalysts), and Rare Metals (hafnium, gallium, niobium, tantalum recycling and production).

• Over 30 years of experience in rare earth magnetics and separation, with unique technical expertise in both light and heavy rare earths.

• Pioneered heavy-rare-earth-free magnets for traction motors, reducing dependency on Chinese supply.

• Vertically integrated supply chain and global manufacturing footprint support resilience and customer diversification.

Growth drivers and end markets

• Key growth sectors include electric vehicles, wind energy, robotics, AI/server cooling, aerospace, and emission control catalysts.

• Permanent magnets are critical for EV/HEV motors, wind turbines, and robotics, with forecasted double-digit CAGR in several applications.

• Demand for critical materials like dysprosium, gallium, hafnium, and tantalum is rising due to technology and regulatory trends.