Talga and V4Smart enter battery anode development agreement

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Stock Talga Group Ltd (TLG.ASX)
Release Time 19 Jan 2026, 8:22 a.m.
Price Sensitive Yes
 Talga and V4Smart enter battery anode development agreement
Key Points
  • Talga and V4Smart to jointly develop and qualify Talga's high-performance graphite anode
  • Agreement represents an important step towards establishing a secure, commercial European supply chain
  • Project aligns with Talga's commercial ramp-up plans and targets completion prior to 31 December 2027
Full Summary

Talga Group Ltd ('Talga' or 'the Company') is pleased to announce the execution of a Development Agreement with V4Smart GmbH & Co. KG ('V4Smart'), a German-based innovator in high performance batteries co-owned by Porsche AG and VARTA AG Group. Under the agreement, Talga and V4Smart will jointly develop and qualify Talga's high-performance graphite anode for integration into next-generation fast-charging battery cells. This non-binding agreement represents an important step towards establishing a secure, commercial European supply chain, with the parties intending to progress to binding offtake and volume agreements upon achieving key technical milestones. The project aligns with Talga's commercial ramp-up plans and targets completion prior to 31 December 2027. It includes mutually agreed anode specifications, qualification volumes, and indicative commercial volumes, with potential to extend to material recycling. Acquired by Porsche AG in March 2025 from the VARTA AG Group, V4Smart focuses on innovative ultra-high-performance lithium-ion battery cylindrical cells made in Germany. The partnership with V4Smart underscores the growing demand for Talga's high-performance, sustainable anode solutions in the fast-charging battery sector, and boosts the company's growing customer book and potentially adds volume for the ramp-up of its Swedish production facility.

Outlook

The agreement with V4Smart represents an important step towards establishing a secure, commercial European supply chain for Talga's high-performance graphite anode. The parties intend to progress to binding offtake and volume agreements upon achieving key technical milestones, with the potential to extend the partnership beyond automotive applications to unlock new opportunities in the premium high-performance battery markets.