Talga Group
Talga Group is an Australian-listed battery anode company mining high-grade natural graphite in northern Sweden and producing coated Talnode® anode materials for EV and battery manufacturers at its Luleå facility. The company is pre-revenue at commercial scale, targeting production in 2027–2028.
- Company typePublic
- Founded2009
- HeadquartersPerth, Australia
- Headcount11–50
- GTM typeB2B
- OfferingHardware or Manufacturing
What Talga Group does
Talga Group Ltd (ASX:TLG) is a vertically integrated battery anode and advanced materials company that mines high-grade natural graphite in northern Sweden and processes it into coated anode materials at its Luleå facility. Founded in 2009 and ASX-listed since 2010, the company operates the Talnode® product family: Talnode-C (coated natural graphite anode for EVs and consumer electronics), Talnode-R (recycled graphite anode from end-of-life battery black mass, launched August 2025), and Talnode-Si (silicon-carbon composite for energy density enhancement). It also produces Talphene® graphene, Talphite® micrographite, and Talcoat™ graphene-based marine coatings under its advanced materials portfolio.
The company's core technology rests on proprietary coating processes for natural graphite anodes (with multiple granted US and Japanese patents), a vertically integrated supply chain spanning the Nunasvaara South mine, a concentrator, and the Electric Vehicle Anode (EVA) pilot plant operational in Luleå since 2022, plus a planned 19,500–24,500 tonne-per-year commercial anode refinery. The Vittangi deposit is among Europe's largest and highest-grade graphite resources (23.8% graphite content, JORC standard), and Swedish hydropower enables what the company describes as record-low carbon intensity, verified by an independent Life Cycle Assessment by Hitachi ABB Power Grids.
Talga's go-to-market is sales-led and direct-to-enterprise, targeting battery cell manufacturers and EV OEMs through qualification programs that convert into multi-year offtake agreements. Named customers include Nyobolt, V4Smart (the Porsche AG and VARTA AG joint venture), Verkor, and ACC (Automotive Cells Company, the Stellantis/Mercedes-Benz/Saft JV). Pricing is quote-based and contractually structured rather than list-published. The company is currently pre-revenue at commercial scale, with quarterly pilot-plant shipments growing and 21 active qualification programs underway, targeting commercial production in 2027–2028 and analyst-forecast breakeven by 2027 and modest profit by 2028.
Talga Group firmographics
Firmographics- Name
- Talga Group
- Legal name
- Talga Group Ltd
- Website
- https://talgagroup.com
- Company type
- Public
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Talga Group is an Australian-listed battery anode company mining high-grade natural graphite in northern Sweden and producing coated Talnode® anode materials for EV and battery manufacturers at its Luleå facility. The company is pre-revenue at commercial scale, targeting production in 2027–2028.
- Ownership category
- akta.pro rank
Talga Group industry classification
Industry- Product category
- Battery Anode Materials
- NAICS
- Carbon and Graphite Product Manufacturing (335991)
- SIC
- Mining & Quarrying Of Nonmetallic Minerals (No Fuels) (1400)
- akta.pro primary industry
- Natural Graphite Mining & Concentrates (IMAKAFAD)
- akta.pro secondary industries
- Anode Materials Manufacturing (Graphite, Silicon, LTO) (EUAFABAC), Battery Raw Materials Mining & Refining (Lithium, Nickel, Cobalt, Manganese, Graphite) (EUAFABAA)
Keywords
Where Talga Group is headquartered
LocationHeadquarters
- HQ city
- Perth
- HQ country
- Australia
- HQ region
- Oceania
Offices6 records
Markets served
Talga Group business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Personnel, Operations, Technology or R&D, Supply Chain, Infrastructure
Revenue model
- Battery Anode Material Sales: Talga generates revenue through the sale of battery anode materials (Talnode-C, Talnode-R, Talnode-Si) to battery manufacturers and EV companies. Sales quadrupled quarter-over-quarter according to Q1 2026 reports, with record anode shipments driven by new product launches and regulatory approvals.
- Advanced Materials Sales: Revenue from advanced graphitic materials including Talphene graphene additives and Talphite micrographite for applications in concrete, coatings, plastics, and energy storage; sold to material manufacturers
- Pre-Revenue Development Stage: Company is currently pre-revenue at commercial scale with widened losses of AU$25m in TTM vs AU$17m for FY. Analysts forecast breakeven in 2027 and AU$8.9m profit in 2028.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Enterprise direct sales of battery anode materials |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Talga Group product offering
Product offeringCore offering
Talga Group mines natural graphite in northern Sweden and processes it into coated graphite battery anode materials (Talnode®-C, Talnode®-R, Talnode®-Si) for lithium-ion battery manufacturers serving electric vehicles, consumer electronics, and energy storage applications. The company also produces advanced graphitic materials including Talphite® micrographite, Talphene® graphene, and Talcoat™ graphene-based coatings for industrial applications. Talga operates the EVA Plant in Luleå, Sweden and is developing the Nunasvaara South mine and a 24,500 tpa commercial anode refinery.
Product overview
Talga Group is a vertically integrated battery anode and advanced materials company offering a portfolio of products spanning the graphite value chain. The core product line includes Talnode® battery anode products: Talnode®-C (natural graphite anode with patented coatings for EVs and consumer electronics), Talnode®-R (recycled graphite anode from battery waste), and Talnode®-Si (silicon-carbon composite for enhanced energy density). These are complemented by advanced materials including Talphite® micrographite and Talphene® graphene products (nanoplates to few-layer graphene in dispersion and powder forms), as well as Talcoat™ graphene-based paint primer. The company operates the EVA Plant pilot facility in Luleå, Sweden, producing anodes for customer qualification, with plans to scale to a 5,000 tpa commercial line and eventually a full-scale 24,500 tpa anode refinery fed by the Vittangi graphite mine.
Differentiator
Problem solved
Functional benefit
Brands
- Talnode®-C: Battery anode product made from Swedish natural graphite with patented coating processes, offering low carbon footprint for electric vehicles and consumer electronics.
- Talnode®-R
- Talnode®-Si
- Talphite®
- Talphene®
- Talcoat™
Products and services
- Talnode®-C Coated Battery Anode Battery anode product manufactured from Swedish high-grade natural graphite using patented coating processes, offering industry-leading active anodes with low carbon footprints. Features low ohmic resistance and low swelling for fast-charging and low-temperature performance in EVs and consumer electronics. Sold to battery cell manufacturers and EV OEMs.
- Talnode®-R Recycled Battery Anode Graphite anode made from recycled production waste material or 'black mass' from end-of-life batteries. Produced in Europe using a unique process to improve battery recycling rates by reintroducing spent graphite anode materials into new lithium-ion battery production. Sold to battery cell manufacturers and EV OEMs.
- Talnode®-Si Silicon-Carbon Composite Silicon-carbon composite for use as an energy density-enhancing product in commercial graphite battery anodes. Features drop-in design with proprietary technology enabling low swelling and commercial calendering compatibility for lower cost and scalable manufacturing. Sold to battery cell manufacturers and EV OEMs.
- Talphite® Micrographite High-purity micrographite material produced from Talga's unique Swedish natural graphite using proprietary enrichment process. A dry powder consisting of agglomerates of graphene flakes and graphene nanoplatelets, used in battery anode and cathode products or as a precursor for graphene production. Sold to material manufacturers.
- Talphene® Graphene Products Range of graphene products including nanoplatelets to few-layer graphene produced in both dispersion and powder form. Features extremely large surface areas using Talga's functionalization technology and proprietary scalable low-cost manufacturing methods to meet customer material targets. Sold to material manufacturers for concrete, coatings, plastics, and energy storage applications.
- Talcoat™ Graphene-Based Ship Hull Coating Graphene-based paint primer used in coating of large ships, substantially reducing the release of toxic paint materials into oceans. Sold to marine coatings and shipping industry customers.
Quantifiable outcome
- Talnode-C has record-low carbon footprint confirmed by independent Life Cycle Assessment by Hitachi ABB Power Grids
- +4 more outcomes
Companies that use Talga Group
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles3 records
Talga Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
Talga Group partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered major, core and minor.
- ABBmajorEngineering partnership with ABB for Front-End Engineering Design of the commercial anode production facility in Luleå
- SwecomajorEngineering partnership with Sweco for Front-End Engineering Design of the commercial anode production facility
- V4Smart GmbH & Co. KGcoreDevelopment agreement with German battery company V4Smart (co-owned by Porsche AG and VARTA AG Group) for fast-charging battery cell anode materials development
- United Catalyst CorporationcoreStrategic cooperation agreement with United Catalyst Corporation in South Carolina, USA, marking Talga's entry into the American market for battery materials
- NyoboltcoreAnode offtake agreement signed with fast-charge pioneer Nyobolt for supply of Talnode battery anode materials
- WorleymajorLetter of Intent signed for EPCM (Engineering, Procurement, Construction Management) services for the Luleå anode refinery development
- SQMcoreLithium partnership agreement with SQM (Sociedad Química y Minera de Chile) for battery materials development, combining Talga's graphite expertise with SQM's lithium capabilities for integrated battery material solutions
- VerkorcoreNon-binding Letter of Intent for Talga Anode Supply to Verkor, a European EV battery manufacturer
- ACC (Automotive Cells Company)coreNon-binding offtake agreement for anode supply to ACC, a joint venture between Stellantis, Mercedes-Benz, and Saft/TotalEnergies
- SwerimminorResearch and testing partnership with Swerim (formerly Swedish Research Institute) operating from their facilities in Luleå with dedicated battery testing laboratories
- Boreal OrchardsminorIndustry partner in the four-year SYMBIOS research project to develop scalable methods for re-establishing reindeer lichen in disturbed northern landscapes
- LTU (Luleå University of Technology)minorJoint project on international standards and social sustainability in Swedish mining industry, part of Swedish Metals and Minerals research program
- CLIMB Partnership (Ecogain, Mining Companies)minorChanging Land Impact on Biodiversity partnership committed to net-positive biodiversity impact by 2030; Talga was first to include CLIMB in permit conditions
- ReMOSS PartnershipminorRestoration through moss project supported by Swedish Mining Innovation; Talga uses first trial mining area at Nunasvaara as test site for moss restoration
- Waste2Place PartnershipminorProject to return former mining land to nature through geomorfological design, developing techniques for northern Sweden conditions
- EcogainminorCLIMB biodiversity methodology partnership for transparent and comparable biodiversity impact assessment
- NextSource MaterialsminorFellow graphite company in the EV/battery materials sector; both advancing ex-China supply chain ambitions amid graphite market developments
Scale indicators15 records
Recent moves7 records
Expansion highlights6 records
Talga Group competitors and assessment
Company assessmentDirect peers
- Nouveau Monde Graphite: Canadian vertically integrated natural graphite producer developing the Matawinie mine and Bécancour battery anode plant. Closely comparable to Talga as a Western, ex-China, vertically integrated natural graphite anode developer targeting the EV battery supply chain.
- Syrah Resources: Australian-listed natural graphite miner and anode producer operating the Balama mine in Mozambique and Vidalia active anode plant in Louisiana. A direct competitor in ex-China natural graphite anode supply for battery manufacturers.
- Magnis Energy Technologies: ASX-listed battery materials company developing graphite anode technology (iM3NY in New York) alongside lithium-ion battery cell manufacturing. Comparable as an ASX-listed peer pursuing vertically integrated, US/Australia-aligned battery anode supply.
- Graphite One: Developing the Graphite Creek deposit in Alaska and a planned anode plant in Washington. Direct peer pursuing ex-China, US-government-supported natural graphite anode supply for the North American battery market.
- EcoGraf: ASX-listed developer of graphite processing technologies including the Epanko mine in Tanzania and a planned Hpa-anode facility. Comparable as an ASX-listed peer focused on natural graphite and battery anode materials.
- NextSource Materials: Canadian-listed developer of the Molo graphite mine in Madagascar with downstream anode processing plans. Directly comparable as a non-Chinese natural graphite developer pursuing battery anode offtake with global OEMs.
- Volt Resources: ASX-listed natural graphite developer with the Bunyu project in Tanzania and downstream battery anode ambitions. Comparable as an ASX-listed natural graphite developer pursuing ex-China supply chains.
- Black Rock Mining: ASX-listed developer of the Mahenge natural graphite project in Tanzania with offtake agreements signed with POSCO and other parties. Comparable as an ASX-listed Tanzanian-focused natural graphite developer targeting battery anode markets.
Emerging players
- Novonix: ASX/TSX-listed developer of synthetic graphite anode materials using a proprietary graphitization process, supplying US battery makers. Comparable as an anode-focused, Western-aligned battery materials peer, though using synthetic rather than natural graphite feedstock.
Broad incumbents
- SGL Carbon: Germany-based global manufacturer of carbon and graphite products for industrial applications including battery and EV markets. Comparable as a European carbon/graphite incumbent with overlapping advanced materials product lines, though serving a broader portfolio of end markets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Talga Group social profiles
Digital presenceTalga Group compliance and trust
Trust signalCompliance1 record
Talga Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Talga Group leadership team
Management profileNumber of profiles
Profiles9 records
Talga Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
Talga Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Talga Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Talga Group
What does Talga Group do?
Talga Group mines natural graphite in northern Sweden and processes it into coated graphite battery anode materials (Talnode®-C, Talnode®-R, Talnode®-Si) for lithium-ion battery manufacturers serving electric vehicles, consumer electronics, and energy storage applications. The company also produces advanced graphitic materials including Talphite® micrographite, Talphene® graphene, and Talcoat™ graphene-based coatings for industrial applications. Talga operates the EVA Plant in Luleå, Sweden and is developing the Nunasvaara South mine and a 24,500 tpa commercial anode refinery.
Is Talga Group a public or private company?
Talga Group is a public company. It is classified as public and is currently operating.
When was Talga Group founded?
Talga Group was founded in 2009. It employs 11 to 50 people.
Where is Talga Group based?
Talga Group is headquartered in Perth, Australia, in the Oceania region.
How does Talga Group make money?
Three revenue lines are on record. Battery Anode Material Sales are the primary driver. The others are advanced Materials Sales and pre-Revenue Development Stage.
Who are Talga Group's main competitors?
Direct peers on record are Nouveau Monde Graphite, Syrah Resources, Magnis Energy Technologies, Graphite One, EcoGraf, NextSource Materials, Volt Resources and Black Rock Mining. Novonix is listed as an emerging player. SGL Carbon is listed as a broad incumbent.
Does Talga Group have an API?
No public API is recorded for Talga Group.
What industry is Talga Group in?
Talga Group's product category is Battery Anode Materials. Its primary akta.pro industry code is IMAKAFAD, Natural Graphite Mining & Concentrates, with a secondary code of EUAFABAC, Anode Materials Manufacturing (Graphite, Silicon, LTO). Its NAICS code is 335991 and its SIC code is 1400.