Applied Graphene Materials : 2021 Full Year Report Presentation

Proud to be a leading innovator in graphene dispersion

and application technology

Leading innovation with graphene dispersions

Preliminary results

Twelve months ended 31 July 2021

13 October 2021

Disclaimer

The following presentation is being made only to, and is only directed at, persons to whom such presentation may lawfully be communicated ("relevant persons"). Any person who is not a relevant person should not act or rely on this presentation or any of its contents. This presentation does not constitute an offering of securities or otherwise constitute an invitation or inducement to any person to underwrite, subscribe for or otherwise acquire securities in Applied Graphene Materials PLC or any of its subsidiaries ("AGM").

It should be noted that past performance cannot be relied on as a

guide to future performance.

This presentation contains forward-looking statements with

respect to AGM's plans and objectives regarding its financial

conditions, results of operations and businesses.

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Presenting Management Team

DR ADRIAN POTTS Chief Executive Officer

Joined AGM in January 2015, CEO from August 2018

Various senior roles in composites industry including UMECO, Cytec Industrial

Experienced in strategy development, business turn-arounds and integrating new innovation

Based in Tulsa, Oklahoma, USA; works between USA and UK

DAVID BLAIN Chief Financial Officer

Joined AGM in October 2018 from Nanoco Group PLC

Substantial experience in PLCs and the nanomaterials industry

Experienced at delivering successful commercialisation of technology startups

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Investment Summary

Ready to deliver the potential of Graphene nanoplatelet (GNP) materials technology

Commercializing market-leading graphene dispersion know-how and application technology in our core markets.

Good progress in core protective coatings market.

Car care sub-sector strong using our graphene dispersion additives to bring products to market.

Distributor reach expanded. Strong global platform of sales representation. Further distributors anticipated.

Increased pipeline of customers testing our products. Growth in customer products launched containing our graphene dispersions.

Technology and product development roadmap delivering demonstrable performance advantages. Developing next stage of technical development in green energy sector.

AGM product range growing. Expanded scope for engagement with increased product portfolio. New eco-friendly products launched.

Deep know-how on how to disperse a wider range of graphenes and how to use them. Platform technology enables broad customer engagement.

Strong cash position to support innovation and commercialization.

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Operational highlights

Positive momentum despite COVID-19

Substantial technology development progress - New eco-friendlydispersions launched. Exfoliated graphenes incorporated into product mix. Coatings technology projects dissemination. New green energy roadmap developed.

Sales growth - 48% increase year on year.

New customer product launches - 8 new products in Car Care sector. 11 total in the period.

Car care sector - innovative & fast-to-market. Strong customer momentum with 40 engagements. Further new products anticipated with customers completing testing. 3 already announced.

Pipeline - Increased total number of engagements actively testing our materials to 181.

Distribution - 2 new distributors added. More anticipated.

Sustainable technology - Water based and eco-friendly products help sustainable formulating.

Collaboration for commercialization - Graphene Engineering Innovation Centre (GEIC) association.

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