Slide 1: FY2026 Full-Year Results – Investor Presentation
For personal use only AMAERO INC. (ASX:3DA) A leading U.S. domestic producer of high-value refractory and titanium alloy spherical powders & manufacturer of near-net- shape parts for mission-critical components FY2026 Full-Year Results – Investor Presentation 22 July 2026
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Amaero Inc. (“Amaero” or the “Company”) and does not constitute or form part of, and should not be construed as, an offer, solicitation or invitation to subscribe for, underwrite or otherwise acquire, any securities of Amaero or
Slide 3: Executive Summary
Executive Summary For personal use only Delivered FY2026 revenue of A$18.1M(1), in line with A$18–20M guidance(2) Record revenue of A$7.8M(3) in Q4 FY2026, with additional A$1.3M(3) of titanium shipments deferred to Q1 FY2027 Backlog of A$23.1 million(4), including A$8.5 million of additional contra
Slide 4: Financial Performance: FY2026 Select Financial Highlights
Financial Performance For personal use only FY2026: Select Financial Highlights FY2026 Revenue Q4 FY2026 Revenue Backlog A$18.1 million(1) A$7.8 million(3) A$23.1 million(4,5) ▪ Increased 376% vs FY25 ▪ Record quarterly revenue with additional ▪ Supports revenue visibility ▪ Includes A$15.6 million
Slide 5: Revenue Inflection Reflects Scaled Production and Commercial Momentum
Revenue Inflection Reflects Scaled Production and Commercial Momentum For personal use only Quarterly Revenue(1) AUD, millions ▪ Record Q4 FY2026 revenue, YoY Growth representing 417% YoY growth, 336% 423% 301% 417% reflects accelerating commercial Powder A$1.3 A$9.1 momentum PM-HIP A$7.8 A$4.7 ▪ A$
Slide 6: A$6.5 Million Contract from U.S. Department of War
A$6.5 Million Contract from U.S. Department of War A$6.5M Contract Value For personal use only ▪ Awarded A$6.5M(1) / US$4.5M contract from the U.S. Department of War for the development of alternative refractory alloy powders ▪ 13-month development program expected to be completed in August 2027 ▪ P
Slide 7: Backlog Supports Revenue Visibility
Backlog Supports Revenue Visibility Backlog of A$23.1 million, including A$8.5 million of additional contracts since 30 June, of which A$12.9 million relates to work currently scheduled to be completed by 31 December 2026 For personal use only Backlog(1) Backlog Highlights USD and AUD, millions ▪ Ba
Slide 8: Year Capital Investment Plan
3 Year Capital Investment Plan With ~A$80M deployed as of June 2026, Amaero is at a clear inflection point, having commissioned production capacity and commenced scaling revenue For personal use only CY2023-2025 CY2026-2027 CY2028+ Deliberate and Disciplined Scaling Production Margin Investment in T
Slide 9: Cash Deployment & Position
Cash Deployment & Position Driven by planned capital deployment and operating cash usage For personal use only Q4 FY2026 Cash Bridge(1) AUD, millions A$6.9 -A$6.5 A$38.3 -A$4.4 -A$8.5 A$4.7 A$29.9 -A$0.4 A$25.2 March 31 2026 EXIM Net Cash from Inventory CapEx Exchange Rate June 30 2026 Final EXIM Pr
Slide 10: Operational and Production Update
Operational and Production Update ▪ Completed a comprehensive process, system, and facility safety review with Jensen Hughes, a leader in safety and risk-based engineering, and implemented remediation and improvements For personal use only ▪ Titanium powder production has resumed following a six-wee
Slide 11: Redomiciliation to the United States Complete
Redomiciliation to the United States Complete Positions Amaero as a sovereign advanced materials and manufacturing leader For personal use only Structure Transition Timeline ▪ Amaero completed a Scheme Implementation Deed process to FEBRUARY 2026 redomicile to the U.S. Old New Announced Intention to
Slide 12: Aligning with U.S. Growth and Capital Markets
Aligning with U.S. Growth and Capital Markets For personal use only U.S. Market Positioning Capital Access Strategic Flexibility ▪ Aligns with U.S. defense & ▪ Access to larger, deeper U.S. ▪ Simplifies structure for M&A / sovereign manufacturing growth investor base partnerships ▪ Greater visibilit
Slide 13: PM-HIP Production Contract Awarded by BPMI
PM-HIP Production Contract Awarded by BPMI ▪ Awarded low-rate-initial-production contract valued at US$344,000(1) by BPMI, a defense prime contractor, to produce piping in support of critical submarine industrial base needs For personal use only ▪ Closely collaborated with BPMI and the U.S. Navy ove
Slide 14: For personal use only
For personal use only Amaero Headquarters Investor Relations (Australia) Investor Relations (United States) 130 Innovation Drive Jane Morgan Management MZ Group McDonald, TN 37353 Jane Morgan Shannon Devine U.S.A. jm@janemorganmanagement.com amaero@mzgroup.us info@amaeroinc.com + 61 (0) 405 555 618