Investor Presentation
Fast-forwarding Energy & Digital
Transformation Technologies
In the News
About
Neo
Why Invest
Value Creation
Quarterly Highlights
Financials
Appendix
Investor Presentation • 3
Rare Earth Global Supply Shift
In the News
About
The Solution: History in the MakingNeo
Why Invest
Value Creation
Quarterly Highlights
Financials
Appendix
Investor Presentation • 4
Prime Minister of Canada, Mark Carney, holding a Neo magnet at G7 2025
EU President Ursula von der Leyen, at the G7 2025 Summit in Canada:
"Today, I brought with me a permanent magnet. Not just any magnet-this is a rare-earth permanent magnet. It was manufactured in Estonia, by a Canadian company using raw materials sourced from Australia, for German & French automotive"
> 85% of EV/ HEV traction motors use permanent RE magnets (~1-2 kg/motor)
4
About
Neo
In the News
Why Invest
Value Creation
Quarterly Highlights
Financials
Appendix
Investor Presentation • 5
Neo is…
A global leader in energy-saving permanent magnets and sritisal materials, with
By the Numbers
Revenue by Segment (LTM)%
$493
established teshnologies and geographically diverse midstream and downstream
presence
0ne of the best-positioned in markets that are forecast to see strong long-term growth driven by global masro trends and geopolitisal tailwinds
Strong balanse sheet, robust sash flow, and above-industry-average dividend yield
Chemisals & Oxides
30 %
39 %
Magnequensh
31 %
LTM T0TAL REVENUE (US$M)
$76
LTM Adj. EBITDA(1)
(US$M)
Business segments:
Permanent Magnetics: Magnequensh
Critical Materials: Chemisals & Oxides and Rare Metals
Publicly traded on the TSXunder "NEO" and headquartered in Toronto, Canada
Rare Metals
Revenue by Geography (LTM)%
Japan
#1
M0ST INTEGRATED RARE EARTH MAGNETICS C0MPANY
Fast Forwarding Critical Technologies:
Vehisle Energy
AI & Server
China
26 %
11 %
15 %
30 %
18 %
North Amerisa
0UTSIDE 0F ASIA
30+
YEARS OF RARE EARTH MAGNETICS
EXPERIENCE: F0UNDER 0F THE
Elestrifisation
Transition
Cooling
Other
Europe
NdFeB PERMANENT MAGNET
Robotiss & Automation
Air & Water Pollution Control
Aerospase & Defense
Analyst Coverage
Cormark Sesurities Ltd., Nicholas Boychuk
Paradigm Capital,Marvin Wolff
Stifel GMP,Ian Gilles
Diversified & Vertisally Integrated Supply Chain, Strategis Global Fasility Footprint that Can Serve Customers Asross the Globe
(1) Non-IFRS Financial Measure. See "Non-IFRS Financial Measures" in the disclainer section for further infornation. Note: All financial values are in US dollars, e:cept when stated otherwise.
Navigating Neo's business units and applications
Magnequench (MQ)
Rare earth magnetic powders
Rare earth bonded magnets
Rare earth sintered
magnets
Chemicals & Oxides (C&O)
Rare earth midstream separation
Specialty mixed oxides
Environmental catalysts
Rare Metals (RM)
Hafnium recycling
Gallium recycling
Niobium metal
Tantalum metal
About
Neo
In the
News
Why
Invest
Value
Creation
Quarterly
Highlights
Financials
Appendix
Investor Presentation • 6
In the News
About
Neo
Value Creation
Quarterly Highlights
Financials
Appendix
Investor Presentation • 7
Why Invest
Elestris Vehisles (incl. Traction Motors)
AI / Semi-sondustors / Computer Power
China's strong position
in rare earth prosessing and magnetiss today sreates unsertainty around the global supply shain
Environmentally Sustaining Solutions
(Catalyst, Water Treatment, Aerospace)
Masro Trends Driving Strong
2 Geopolitisal
Forses & Publis
Critisal materials independense and losalized supply shains sritisal for
Energy Effisient & Powerful Motors
Robotiss / Automation
1 Growth in
Neo's
Produsts
Polisy Tailwinds
Western governments and OEMs evidensed by publis / government polisies (insl. EU CRMA, tariffs and investment insentives)
End Markets Benefitting from Secular Tailwinds
One of the most vertisally integrated value shain in rare earth
magnetiss with raw material separation, refinement, magnet produstion and assembly sapabilities
Strategis sollestion of assets and teshnisal knowledge/expertise
position Neo for sussess
3 Unique Asset Base & Teshnisal Expertise
Geopolitisal Environment Creates Signifisant Market Opportunity
30+ years of rare earth magnetiss experiense inside and outside of China
30+ years of experiense separating light and heavy rare earths and one of the only solvent extrastion fasilities
outside of China
In the News
About
Neo
Value Creation
Quarterly Highlights
Financials
Appendix
Investor Presentation • 8
Why Invest
Macro Trends Driving Strong Growth in Neo's Products
EV & Energy Transition
> 85% of EVs and HEVs motors use RE magnets
Permanent magnet generators cut weight and complexity, lowering offshore transport costs by 50%-70% and reducing maintenance for wind turbines
Robotics & Automation
actuation in robots
Al, Server Cooling & Computer Power
As AI models require more computations, demand for fan motors with RE magnets is expected to grow
Aerospace & Defense
Growing demand for Niobium, Tantalum, and Hafnium bearing superalloys used in jet engines and aerospace applications
Emission Catalysts and Water Treatment
With stricter environmental regulations, specialty rare earth oxides offer a cost-effective
alternative to iron- or aluminum-based coagulants in water treatment
Specialized 0xides serve end-use markets such as emission catalysts, water treatment,
Magnets
Critisal Materials
New Energy Vehisle Permanent Magnets for Traction Motor (both Sintered and HREE-Free Bonded)
~12.3% CAGR
Industrial Automation
Micro Motors
~50.0% CAGR
High-Performanse Servers
/ Fan Motor
Bonded Neo Magnets
~7.0% CAGR
Aerospase & Defense
Hafnium and Tantalum
~7.0% CAGR
Magnet Rare Earth
Oxides
~8.4% CAGR
and other environmentally sustainable technologies
Source: Estimates are from third-party research reports including Barnes report,
Coherent Market Insights and Technavio as well as management estimates.
In the News
About
Neo
Value Creation
Quarterly Highlights
Financials
Appendix
Investor Presentation • 9
Why Invest
Geopolitical Forces & Public Policy Tailwinds
Neo's global presence and parallel supply chain uniquely position it to
sapture value from masro trends
Customer Requiring Supply Chain Diversifisation
Global Foresasted Demand
(Mt of NdFeB Magnets)
Fast−Growing Demand Drivers
Publis Polisy Tailwinds
Dominant Demand Drivers
+158,000 Mt
260k
+345,000 Mt
605k
>90% of rare earth pernanent magnets presently come from China
0EMs are looking for opportunities to
diversify
China's recent export bans on critical minerals to the U.S. create uncertainty for OEMs' supply chains
Continuing and growing export restrictions on products and technology from Chian
EU's Critical Raw Materials Act set targets for 0EMs to source:
< 60% of magnets from one country outside the EU,
40% of processed material to originate in EU, and
25% from recycled sources
Recent U.S. Department of Defense agreements are strengthening localized rare earth and magnet supply chains, supporting national security objectives and reducing reliance on Chinese sources
102K
v
2015 2025 2035
Demand by Motor Integrator Outside of China
Note: Fast-growing demand drivers include: EVs/HEVs, other E-mobility, robotics, and wind power generators.
2015 2025 2035
(Mt of NdFeB Magnets)
130,000
110,000
90,000
How is Neo Positioned?
Global rare earth magnetics company with parallel supply chains serving customers across geographies
Neo is bringing online an industrial-scale permanent magnet facility in Europe
0wns one of the few non-captive rare earth separation facilities in Europe
Production and recycling of critical materials in North America and Europe
70,000
50,000
30,000
10,000
(10,000)
U.S. Europe Rest 0f World
2025 Capacity1 ~0 Mt ~3 Mt ~20-25 Mt
Source: Adamas Intelligence. (1) Based on management estimates.
Current rare earth supply chain, outside of China
Neo has one of the most integrated presense in the value shain with non-saptive assets:Separation
Magnets
Metals & Alloys
Mining
No current Heavy Rare Earth Separation s Metals production outside of China, but nany industry players are now pursuing faster
Integration across the value chain fron Separation to Metals provides NEO with sourcing optionality but is not a dependency
enova
mining limited
Resysling
Notes:
Value-added operations include current producers and companies with announced projects, based on available information
Neo holds a 20% ownership stake in GqD
In the
News
About
Neo
Value
Creation
Quarterly
Highlights
Financials
Appendix
Investor Presentation • 10
Why Invest
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Neo Performance Materials Inc. published this content on November 14, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 14, 2025 at 11:32 UTC.
