Top 10 Graphene Stocks To Buy (2025)

Last updated: October 29, 2025 • 8–10 min read • Not financial advice

Graphene — a single layer of carbon atoms — pairs extreme strength with superb electrical and thermal conductivity. Commercialization is advancing across coatings, composites, thermal management, and sensors. Below is a fact-checked, up-to-date list of top graphene stocks to research in 2025, including pure plays and materials leaders with meaningful graphene revenue or pipelines.

How We Chose These 10

We prioritized listed companies with (1) live products or near-term commercialization, (2) verifiable filings or operational updates in 2024–2025, and (3) sufficient liquidity for most retail brokers. We excluded dissolved or fully private companies, and we flag special risks where appropriate.

The Top 10 Graphene Stocks (2025)

  1. NanoXplore Inc. (TSX: GRA; OTCQX: NNXPF) — Canada
    Largest public pure-play graphene producer by revenue; supplies graphene and composite products to automotive and industrial customers. FY2025 revenue ~C$128.9M with improving adjusted EBITDA, indicating scale and customer stickiness.
  2. Graphene Manufacturing Group (TSXV: GMG; OTCQX: GMGMF) — Australia/Canada
    Commercializing THERMAL-XR® heat-transfer coatings and G® Lubricant; active EU REACH registration and new distribution with Beijer Ref/Kirby support broader rollout. Also advancing graphene aluminium-ion battery programs.
  3. Directa Plus (AIM: DCTA) — Italy/UK
    Producer of G+® graphene nanoplatelets used in textiles, tires, environmental solutions (Grafysorber®). H1 2025 revenue up ~15% YoY; continued commercial traction.
  4. Zentek Ltd. (NASDAQ: ZTEK; TSXV: ZEN) — Canada
    Graphene-based coatings and healthcare/antimicrobial applications; dual-listed and advancing multiple products with recent market activity on NASDAQ.
  5. Black Swan Graphene (TSXV: SWAN; OTCQX: BSWGF) — Canada/UK
    Scaling graphene production and masterbatch solutions; 2025 patent grant and capacity expansion to ~140 tpa position it among larger dedicated producers.
  6. Haydale Graphene Industries (AIM: HAYD) — UK
    Functionalized graphene for composites/inks; 2025 updates show cost base reduction and product certifications (e.g., JustHeat) supporting a leaner growth model.
  7. First Graphene (ASX: FGR) — Australia
    PureGRAPH® powders and industrial additives; monitoring revenue growth, cost-down, and end-customer adoption across cement, rubber, and composites.
  8. Talga Group (ASX: TLG) — Sweden/Australia
    Primarily natural graphite anodes but retains graphene additives capability; 2025 patents and Swedish government support strengthen the anode + advanced materials platform. Treat as "graphene-adjacent" exposure.
  9. Advanced Graphene Products (NewConnect/WSE) — Poland
    Produces CVD and flake graphene with industrial and R&D customers; listed on Poland's NewConnect market. Liquidity can be thin—use limit orders.
  10. Versarien (AIM: VRS) — Special Situation / High Risk
    Facing administration/restructuring; UK blocked asset sale on national-security grounds. Considered speculative only, included here to flag sector risk.

Tip: Always confirm current tickers, exchanges, and filings before trading. Many names are micro/small-cap with wider spreads and lower volumes.

How to Buy Graphene Stocks (Quick Guide)

  1. Pick your exposure: pure-play producers vs. diversified materials firms with graphene lines.
  2. Use a multi-market broker (U.S./Canada/UK/EU/Australia) and minimize FX fees.
  3. Verify filings & runway: revenue mix (graphene vs. other), customers/P.Os., cash, and catalysts.
  4. Start small, diversify: avoid over-concentration in a single early-stage name.
  5. Track milestones: certifications, distribution deals, capacity adds, and cost/quality targets.

What to Watch in 2025

  • Commercial proof: recurring orders and revenue (e.g., NanoXplore FY2025; GMG's THERMAL-XR® distribution/REACH).
  • Sector shake-outs: administrations/dissolutions (AGM in 2023; Versarien's 2025 struggles) caution against hype.
  • Funding & scale-ups: patents, production ramps, and fresh capital (Paragraf $55M Series C; Black Swan expansion).

Risks

  • Execution & timing: lab results can outpace market adoption; timelines slip.
  • Liquidity: many names are micro/small-cap; use limit orders.
  • Dilution: frequent fundraises can pressure per-share value.
  • Regulatory/geopolitical: export controls and national-security reviews can derail deals.

Conclusion

Graphene remains a promising but selective theme. Favor companies with verified customers, certifications, and clear unit-economics; diversify across multiple names or pair with broader materials exposure; and review quarterly filings and updates.

FAQ

Are graphene stocks a good investment?

Potentially — but risk is higher than established sectors. Look for real customers, recurring orders, certifications, and clean financial disclosures instead of relying on press releases.

How much of my portfolio should be in graphene?

Consider a small, diversified allocation within a broader materials/innovation sleeve; avoid over-concentration in a single early-stage issuer.

What's the best way to start?

Open a broker account with multi-exchange access, shortlist companies with verifiable revenue/certifications, start small, and reassess after each quarterly report.

Are there ETFs for graphene?

No mainstream "pure graphene" ETF yet. Some innovation/materials ETFs hold indirect exposures — always check the latest holdings/weights.