Amaero (3DA) Investor Presentation summary

Business overview and market positioning

• Leading U.S. producer of high-value refractory and titanium alloy spherical powders, manufacturing near-net-shape parts for mission-critical components in defense, space, aviation, medical, and industrial sectors.

• Largest and lowest-cost U.S. domestic producer in its segment, leveraging advanced EIGA Premium technology and a Tennessee-based facility.

• Strong balance sheet with A$19.2 million in cash as of June 30, 2025, and A$70 million in tangible assets and cash.

• Positioned to benefit from U.S. reshoring trends and supply chain resilience initiatives.

Strategic partnerships and commercial traction

• Secured five-year preferred supplier agreement with ADDMAN Group for C103 and titanium alloy AM powder, following successful qualification.

• Exclusive five-year supplier agreement with Velo3D, expected to generate ~A$35M in revenue from C103 and titanium alloy powder sales.

• Received contracts from a U.S. Department of Defense Prime Contractor and commenced collaboration with Boeing.

• Orders from 14 customers for Q1 FY26, including major defense and aerospace players.

Financial performance and growth outlook

• Entered FY26 with contracted revenue covering ~80% of planned 1H revenue.

• Q1 FY26 revenue estimated at ~A$5.5M, a 550% increase from Q1 FY25 and 145% above all of FY25.

• Expects to significantly scale revenue in FY26 and achieve positive EBITDA in FY27.

• Fully funded through to free cash flow for existing capex plan; additional funding to accelerate growth initiatives.