Titomic (TTT) Lytham Partners 2025 Industrials & Basic Materials Investor Summit summary
Event summary combining transcript, slides, and related documents.
Lytham Partners 2025 Industrials & Basic Materials Investor Summit summary
19 Dec, 2025Strategic direction and leadership
Transitioned from a machine-centric sales model to an integrated advanced manufacturing and service provider, focusing on high-value government and industrial contracts in defense, aerospace, energy, and MRO sectors.
Leadership team with deep aerospace and defense backgrounds is driving the shift and opening new opportunities, especially in the U.S. and Europe.
New executives are consolidating relationships and accelerating access to key sectors.
Technology and competitive advantages
Utilizes cold spray and kinetic fusion additive manufacturing, bonding metal powders at supersonic speeds without melting, preserving material properties and enabling rapid, near net shape production.
Capable of manufacturing large, complex parts in weeks instead of months, with less than 15% scrap and the ability to recycle materials.
Offers a full suite of high, medium, and low-pressure systems for both production and mobile repair, distinguishing itself from competitors.
Market focus and applications
Targets aerospace, defense, energy, and MRO markets, leveraging the ability to work with high-performance metals like titanium and tantalum.
Addresses supply chain challenges by enabling local production and repair, reducing reliance on foreign materials.
Provides significant cost and time savings in manufacturing and repair, especially for critical and legacy components.
Mobile systems are deployed for in-field repairs, notably with the Dutch Army and in Ukraine.
Latest events from Titomic
- Industrial scale-up and U.S. redomicile aim for $50M revenue and recurring defense contracts.TTT
Investor Day 202613 Mar 2026 - Six-month revenue reached $5.27M, with a net loss of $17.85M and strong cash reserves post-raise.TTT
H2 20268 Mar 2026 - Record order growth and 126% revenue increase position for strong FY2025 and profitability.TTT
H2 202422 Jan 2026 - Strategic transformation, global expansion, and strong approval of all resolutions defined the AGM.TTT
AGM 202525 Nov 2025 - Expanded globally, raised A$50M, and strengthened leadership amid rising operational investment.TTT
Q1 2026 TU30 Oct 2025 - Targeting US $750M revenue by 2030, driven by defense and aerospace growth and new funding.TTT
H2 202528 Aug 2025 - A$50M equity raise accelerates global expansion, high-margin services, and defense sector growth.TTT
Investor Presentation25 Jul 2025 - U.S. facility launch and major contract wins drive global expansion amid upcoming capital raise.TTT
Q4 2025 TU23 Jul 2025 - Titomic achieved record revenue growth, major U.S. expansion, and key defense sector wins.TTT
Q1 2025 TU13 Jun 2025