Aeluma (ALMU) Investor presentation summary

Vision and technology

• Aims to build the world's highest performance semiconductor chips with scalable, cost-effective manufacturing, leveraging breakthroughs in indium gallium arsenide (InGaAs) on silicon for shortwave infrared (SWIR) applications across multiple industries.

• Technology enables eye-safe, high-sensitivity, high-speed, and low-power devices, with a focus on mass-market scalability and cost reduction.

• Achieved the world's first 12-inch indium phosphide on silicon wafer, enabling a 16X increase in wafer area and 10X lower manufacturing cost for mass market applications.

Market opportunity and business model

• Addressing high-growth markets including defense, aerospace, mobile, consumer electronics, AI infrastructure, quantum, industrial, robotics, and automotive.

• Serviceable available market (SAM) projected at $4.9B by 2030, with 20 active customer engagements and significant validation from U.S. agencies.

• Capital-light manufacturing model with primarily outsourced production, ISO9001:2015 certification, and a clean balance sheet with no debt.

Financial and operational highlights

• FY2025 revenue reached $4.7M, up from $0.9M in FY24, with $39.2M in cash and no debt as of June 30, 2025.

• Completed Nasdaq IPO and two capital raises totaling $39.2M in 2025.

• Secured 6 R&D contracts in 2025 and unveiled a scalable manufacturing process applicable to quantum computing and communication.