Amaero (3DA) Investor Presentation summary

Financial performance and capital position

• Revenue reached A$4.7 million, up 445% year-over-year, with A$4.1 million from powder and A$0.6 million from PM-HIP.

• Production increased 240% versus the previous quarter, with a backlog of A$0.5 million carried into Q2 FY26.

• Cash used in operations was A$9.9 million, including A$4.7 million for inventory to mitigate trade/tariff risk.

• Quarter-end cash and restricted cash position was A$50.9 million, with an additional US$5.7 million drawn post-quarter.

• Outstanding EXIM Bank loan was US$13.3 million under a US$20.3 million facility.

Manufacturing scale-up and operational improvements

• Engaged a consulting firm to optimize process, safety, and quality controls for scaling.

• Operations team restructured; Mark Struss appointed VP - Manufacturing Operations.

• Additional processing equipment ordered for Q2 and Q3 FY2026 commissioning.

• Powder shipments rose 153% sequentially to 12,410 kg in Q1 FY2026.

• Atomization output increased 240% to 27,000 kg, enabled by expanded shifts and atomizer capacity.

Leadership and organizational updates

• Chairman and CEO relocated to Chattanooga, Tennessee to support scaled production and commercialization.

• Key hires include a new CFO, VP of Technology Development, VP of Manufacturing Operations, and VP of Applied Research & Process Development.