Titomic (TTT) Investor Day 2026 summary

Strategic direction and transformation

• Transitioning from R&D and technology demonstration to industrial production, with a focus on qualification and scaling manufacturing capabilities, especially in the U.S., and a key inflection period from 2025-2027.

• Emphasis on building a strong, experienced global team and leadership, with recent board and advisory appointments to support growth and investor alignment.

• Re-domiciling to the U.S. by end of 2026 to facilitate commercial strategy, access deeper capital markets, and align with defense and aerospace opportunities, with a U.S. listing anticipated after successful redomicile.

• Targeting non-dilutive funding and government grants, leveraging U.S. policy-aligned capital strategies and government-backed financing to accelerate strategy without further equity dilution.

• Capital discipline prioritized over traditional equity dilution, focusing on program-linked, production-driven growth.

Market opportunities and business development

• Focused on defense, aerospace, and maritime sectors, addressing corrosion and maintenance challenges for the U.S. Navy and Department of Defense, and targeting high-throughput defense production and sustainment.

• Developed the TKF 623 long hose system and through-hole repair solutions to minimize downtime and costs for military assets.

• Engaged in major programs like Golden Dome and AUKUS, with strong congressional and administrative support for rapid industrial base expansion.

• Building recurring revenue streams through sustainment and maintenance contracts, aiming for 60% recurring revenue over five to six years, with multi-year contracts and international replication anticipated.

• Expanding presence in Huntsville, Alabama, leveraging its status as a defense and technology hub for further integration with U.S. military programs.

Financial outlook and growth plans

• 2024 is a transition year, moving from qualification to low-rate initial production, with full-scale production targeted for 2027 and operational unlocks in 2026.

• Revenue expected to shift from R&D and qualification contracts ($0.5M–$6M) to production contracts ($10M–$100M) by 2027, with $50M annualized revenue set as the threshold for operational self-sufficiency.

• EBITDA positive inflection expected as recurring revenue mix exceeds 60% from 2028 onward.

• Pursuing up to $50 million in non-dilutive financing from Ex-Im Bank and Office of Strategic Capital to expand manufacturing capacity and strengthen the defense industrial base.

• Pipeline includes contracts with major primes and government agencies, with additional opportunities in automotive, energy, and research sectors, and disciplined expansion in Europe and Australia.