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Quarterly Activities/Appendix 5B Cash Flow Report
Talga Group Ltd ABN 32 138 405 419 ASX: TLG Suite 3.03, Level 3, 46 Colin Street, West Perth, 6005, Australia [email protected] +61 8 9481 6667 www.talgagroup.com Talga Group @Talga_Ltd ASX Release ASX:TLG 30 July 2026 Quarterly Activities Review For period ending 30 June 2026 Battery materials and technology company Talga Group Ltd ("Talga" or "the Company") is pleased to report its activities for the Quarter ended 30 June 2026 ("Quarter" or "Q4"). Commercial and Project Development • Accelerated commercial momentum with multiple agreements and non-dilutive funding discussions with Japanese, European and US agencies and customers. • Successfully completed all FEED study technical work packages for the anode plant on time and on budget. • Delivered first commercial natural graphite anode produced outside Asia into the global battery supply chain under the binding Nyobolt offtake. • Doubled sales volumes of Talnode®-C and Talphite® from the EVA plant compared to Q3, driven by growing customer demand. • Joined UK government-funded REMADE project with Altilium and Nyobolt to develop high- performance batteries from recycled materials. • Secured patent grants for Talnode® material and production methods in Australia and South Korea, strengthening the Company’s proprietary technology position through to 2040. Corporate and Finance • Advanced co-investment structures and bilateral government-to-government partnership frameworks to support Vittangi Anode Project financing. • Expanded priority US and Japanese opportunities for Talnode® process and product technologies, making first product deliveries to customers in the United States. • Streamlined European operations through closure and consolidation of three offices, concentrating resources on core production and product development, with a small number of roles impacted. • Cash balance of A$18.6 million as at 30 June 2026. Talga Group CEO, Martin Phillips, commented: “Talga achieved a landmark milestone this Quarter, with the first delivery of commercial natural graphite anode produced outside Asia into the global battery supply chain. This was proudly produced in Sweden from our own resources and technology. Separately, there was significant progress made on the financial path towards Final Investment Decision and staged anode proje