Slide 1: Build faster, stronger and greener with ARCEMY
Build faster, stronger and greener with ARCEMY® AML3D Limited (ASX:AL3) Investor Presentation March 2026 1
Slide 2: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take responsibility for any information, statement or representation contained in this presentation or any omission from it. AML3D has not carried out an audit or verified any of the information contained herein. Any projections and foreca
Slide 3: 2026 Interim Results Highlights
2026 Interim Results Highlights Revenue Orders in hand EBITDA $3.25m ~$16.5m ($4.84m) Orders in hand made up of 82% increase on 1H2026 revenue excludes $7.5m $7.5m signed in 1H26 in $2.54m in the PCP of orders signed during the half addition to $9m in orders year that are being carried over Normalis
Slide 4: Strategic Growth Drivers
Strategic Growth Drivers US Navy highlights need for up to 100 additive manufacturing systems creating a $150 million to $200 million opportunity for AML3D. US Navy demand drives expansion into shipbuilding with three systems installed at Austal and two at Huntington Ingalls Industries. Funding in p
Slide 5: Corporate Overview and Leadership
Corporate Overview and Leadership 5
Slide 6: AML3D Snapshot
AML3D Snapshot AML3D combines welding, metallurgical science, robotics and software to provide all-in-one, large scale, digital advanced metal 3D manufacturing for commercial use. Its ARCEMY® systems are the largest open-air, turn-key, automated wire fed, metal 3D printing solutions to print certifi
Slide 7: Key Market Statistics
Key Market Statistics Capital Structure1 Share price and volume2 Company name AML3D Limited ASX code AL3 Share price 18.5c Market capitalisation $102.21m Shares on issue 552.5m Performance rights 7.7m Unlisted Options 64.8m Cash at bank (31 Dec 2025) $29.2m Substantial shareholders1 % Netwealth Inve
Slide 8: Boards
Boards Deep industry and corporate governance experience in Australia and the USA. Noel Cornish AM Sean Ebert Andy Sales Peter Siebels Frederick J. Stefany Pete Goumas B.Sc, M.Eng.Sc., FAICD FUOW BEng Hons (Electrical), GAICD, MBA MEng, MSc, CEng, CMatP Non-Executive Director, B.S Mech. Eng, M.S. Ma
Slide 9: Executive Leadership Team
Executive Leadership Team The right blend of manufacturing and broader corporate experience. Sean Ebert Pete Goumas Hamish McEwin Jeremy Thomas Nick Aschberger Chief Executive Officer President & CEO Chief Financial Officer Senior VP, Global Sales Vice President Kaitlin Smith and Business Developmen
Slide 10: The AML3D Business
The AML3D Business 10
Slide 11: The ARCEMY Advantage
The ARCEMY® Advantage Produces complex industrial parts on demand, where needed, to accredited standards, reducing the need for large, On demand, expensive inventories. where needed Proprietary WAM® metal 3D printing technology large scale, Proprietary open air, free-form manufacturing across multip
Slide 12: AML3D Technology Stack – Software
AML3D Technology Stack – Software WAMSoft® AMLSoft AMLRapid WAMSoft is the first software AMLSoft is the ARCEMY® AMLRapid translates AMLSoft package used in AML3D’s operating system that uses the instructions into the specific WAM® workflow. WAMSoft path plan to metal 3D commands that control the ro
Slide 13: AML3D Technology Stack – hardware
AML3D Technology Stack – hardware AML3D’s ARCEMY® technology platform includes four baseline systems and is fully customisable to suit individual clients’ needs. ARCEMY® Education ARCEMY® Small ARCEMY® Enterprise ARCEMY® X An entry-level Wire-arc Additive ARCEMY® Small Edition features the For the c
Slide 14: Revenue Model and Addressable Markets
Revenue Model and Addressable Markets 14
Slide 15: ARCEMY System Sales Revenue Model
ARCEMY® System Sales Revenue Model Capital Sale Licensing Fees Maintenance Production Support • Sale of complete turnkey ARCEMY • Complete set of qualified welding • Full inspection of Robotic • Parts production consulting ® System parameters Hardware and changeover of oil to convert traditional to
Slide 16: Accessing Additional Markets
Accessing Additional Markets Leverage global footprint to access global markets. Establish European operations to meet strong UK demand US operations support growth into additional markets Australian operations support US defence contracts, European growth and future AUKUS demand. Aust Pat. 20192251
Slide 17: Market Growth Priorities
Market Growth Priorities The primary focus is building on the successful entry into the US and international defense markets, while continuing to expand into industrial manufacturing for the Oil & Gas and Utilities sectors. Leverage US operations to continue to accelerate ARCEMY® systems and contrac
Slide 18: Growth Strategy and Outlook
Growth Strategy and Outlook 18
Slide 19: AML3D's Growth Strategy
AML3D’s Growth Strategy Build on AML3D’s position as an OEM supplier of advanced additive manufacturing systems for Defense and industrial manufacturing applications, with recurring Software Maintenance annual revenue streams. Continue development of US operations to meet current US Navy demand esti
Slide 20: Growth Strategy - US
Growth Strategy ˗ US Continued expansion of systems sales and component manufacturing to meet strong, ongoing defense demand. Develop industrial manufacturing opportunities across Utilities, Oil & Gas, Marine, Aerospace and Energy. US Navy Letter of Intent (LOI) confirms strong demand supported by U
Slide 21: Growth Strategy - Europe
Growth Strategy ˗ Europe Emerging European demand signals tracking the evolution of the US defense market. Opportunities to scale up in Europe from initial UK Defence contract. Initial materials testing contract with BAE Systems in the UK creates an entry point to the European Defence market. Europe
Slide 22: Growth Strategy - Australia
Growth Strategy - Australia Australian operations to support emergence of AUKUS demand in Australia, provide additional capacity to support US and European markets and progress R&D to maintain AML3D’s technology leadership. Austrade classifies AML3D as one of the largest exporters under AUKUS the tr
Slide 23: Outlook
Outlook Strong, ongoing US Defence and industrial manufacturing demand to drive near term growth. Emerging European Defence demand to support medium term growth, underpinned by Australian manufacturing capacity and technology leadership. $16.5 million orders in hand made up of $9 million rolling ove
Slide 24: For more information, please contact
For more information, please contact: AML3D Limited (ASX:AL3) Sean Ebert Hamish McEwin Managing Director Chief Financial Officer T: +61 429 550 593 T: +61 429 550 593 E: investor@aml3d.com E: investor@aml3d.com This presentation has been approved for release by the Board of AML3D Limited