Aluula Composites Inc · TSXV:AUUA
Aluula Composites — Investor Presentation (April 2026)
29 slides from Aluula Composites's investor presentation, April 2026
Slide 1: Sustainable materials for a stronger future
Investor Relations – Q1 April 2026 | TSXV: AUUA | OTC: AUUAF Sustainable materials for a stronger future © 2026 ALUULA Composites Inc.| ©2026 ALUULA Composites Inc. | 1 Photo: Arc’Teryx.
Slide 2: Forward-Looking Information
Forward The information contained in this presentation has been prepared by ALUULA Composites Inc. The forward-looking information is subject to risks, uncertainties and other factors that could cause (“ALUULA” or the “Company”) for information purposes only. This presentation does not constitute or
Slide 3: Key Numbers: ALUULA at a glance
Key Numbers ALUULA at a glance $7.9M $2.3M 42% FY2025 Revenue Q1 2026 Revenue Gross Margin Maximizing Capacity GM 42% FY2025 ALUULA is a next-generation composite materials company manufacturing the $6.5M+ ~34% ~25 world’s lightest, strongest, and fully Binding Purchase Insider Ownership Full-Time r
Slide 4: Key Investor Considerations
Key Investor Considerations 1 World’s lightest, strongest, and fully recyclable 4 Accelerating, contracted demand composite fabric • Operating at capacity in current facility (~$8M annually) • In use by leading global brands • Ended 2025 with $6.5M in binding purchase agreements for 2026, 71% YoY •
Slide 5: Company History
Company History ALUULA began with a question: why does every high-performance composite fabric rely on adhesives that eventually fail? Peter Berrang, a chemist and serial entrepreneur, spent years pursuing a different answer. Richard Myerscough, an ex-Olympic windsurfer who had built Ocean Rodeo int
Slide 6: ALUULA's Product Suite & Market Overview
ALUULA’s Product Suite & Market Overview ©2026 ALUULA Composites Inc. | 6
Slide 7: What makes ALUULA different?
What makes ALUULA different? Engineering critical composite fabrics that advance performance frontiers for industrial and consumer users Patented and adhesive-free 8x Stronger than steel for equivalent weight Ultra-light and durable No-sew construction Recyclable at the end of life & Waterproof UV r
Slide 8: ALUULA's Patented Fusion Process
ALUULA’s Patented PE Based Technical Films Fusion Process ALUULA’s composite fabrics are a fusion of durable polyethylene-based films to a strong UHMWPE* core. The monopolymer construction removes the need for adhesives and glues, while meeting the widespread demand for single source materials. ALUU
Slide 9: Market Overview
Market Overview ALUULA’s adhesive-free fusion process is a platform technology with applications across a US$60B global US$60B composites market Global composites market, growing at ~9% CAGR • One process, many markets. The same patented fusion technology that dominates wind sports applies directly
Slide 10: ALUULA's Product Offerings
ALUULA’s Product Offerings No-sew construction possible for all applications Ultralight tent photo 25 – 35 GSM 62 – 120 GSM 97 - 125 GSM 155 – 220 GSM Strength to weight Stiff and light Rugged, air and watertight Extreme durability • Rafts • Ultra lite tents • Wind sports – kites and wings • Bags &
Slide 11: ALUULA Moat
High Performance & High Performance & Low Sustainability High Sustainability ALUULA Moat Protected by IP and trade secrets ALUULA materials enable new 4 construction techniques (like no sew) not possible with other materials Developed brand equity with well-known brand partners with “ALUULA inside”
Slide 12: Customers & Verticals
Customers & Verticals 12 ©2026 ALUULA Composites Inc. |
Slide 13: ALUULA Materials: A Critical Ingredient in 3rd Party Products
ALUULA Materials A Critical “Ingredient” in 3rd Party Products Structural Skin Primary Strength Durable Load-Bearing Frame Our composite fabrics are engineered into the structural core of products across multiple-end markets – creating long design cycles, high switching costs and durable repeat reve
Slide 14: ALUULA's Current Focus Areas
ALUULA’s Current Focus Areas ALUULA application opportunities are endless Our primary focus remains on performance outdoor, including: Windsports (incudes sailing) Packs & Tents Apparel & Footwear With growing interest in commercial industrial: Wind Power / Commercial shipping Inflatables Defense Sh
Slide 15: Revenue Model
Revenue 1 Who Pays Brand partners purchase rolled composite goods directly from ALUULA at a per- Model meter price. ALUULA is the sole supplier — there is no intermediary, distributor, or marketplace layer between ALUULA and the customer. ALUULA sells rolled composite 2 For What goods by the meter.
Slide 16: Case Studies
Case Studies Three verticals. One platform. Proven commercial outcomes. TECHNICAL OUTDOOR WIND SPORTS COMMERCIAL / INDUSTRIAL Arc'teryx Alpha SL Pack Duotone Evo D/LAB Kite Airseas Seawing The Ingredient Brand Model in Market The Market Impact of the Material The Commercial Vertical Opportunity • Ar
Slide 17: Accelerating Brand Partnerships
Accelerating Brand Partnerships Extensive growth in ALUULA-enabled products launched by partner brands from 2020 to today, with many more to come WIND SPO RTS Kites, Wings & Sailing TECHNI CAL O UTDOO R Packs, Tents, Apparel & Gear COMME RCIAL & INDUSTRIAL Shipping, Inflatables & Industrial Applicat
Slide 18: Deep Sales Funnel Across All Development Stages
Deep Sales +20 Brands STAGE Funnel Across All with products in market today 4 Product in Market Development Stages STAGE 3 • Deep, multi-stage sales funnel with 100+ active +10 Brands customers Active in Stage 3 Commercialization & Bulk Orders • Structured customer conversion from paid samples → R&D
Slide 19: Planned Growth & Financials
Planned Growth & Financials 19 ©2026 ALUULA Composites Inc. |
Slide 20: Manufacturing Expansion Underway
Manufacturing Expansion Underway $14.1M Raised February 2026 — Capital Deployment Plans • New Manufacturing facility: Lower Mainland, 1.5m width, driving to be operational ~6 months from now;, driving10x current annual production capacity • 1.5m width rolls: Delivers ~15% material efficiency gain fo
Slide 21: Growth Strategy
Scale Production Growth 1 New manufacturing facility resolves the backlog and enables proactive selling for the first time Strategy 2 Expand Verticals Five drivers powering the next phase Commercial shipping, defense, and aerospace become accessible at 1.5m roll width of growth. Each builds on the m
Slide 22: Accelerating Sales Growth & Gross Margin Increase
Accelerating Sales Growth & Gross Margin Increase Sales Growth (C$ Millions) • Consistent topline growth over past 3 years now accelerating Sales Gross Margin $3.5m 50% • Revenue over $2m for last three quarters 45% reflects accelerating customer onboarding and $3.0m contracted demand 40% $2.5m 35%
Slide 23: Sales by Channel
Sales by Channel Performance Outdoor | Commercial Industrial ALUULA continues to diversify sales channels and is 0% 200% 400% 600% seeing growth in key vertical markets such as packs and bags as well as in the commercial and industrial Performance Outdoor applications. 573% Increase* Pack & bag Comm
Slide 24: High Operating Leverage
High Operating Operating Expenses as a % of Revenue Leverage (C$ Millions) • Revenue growth significantly outpacing operating expense growth, demonstrating strong operating Revenue OPEX as % of Revenue leverage as scale increases • Cost discipline maintained while supporting rapid $9 $9m .76 80% top
Slide 25: Leadership
Leadership ALUULA’s leadership combines deep materials science expertise, proven ingredient brand Board and management experience, and capital markets execution, supported by an advisory team that includes ownership ~34% the former President of the world’s leading competing technology. MANAGEMENT Sa
Slide 26: Leadership
Leadership ALUULA’s leadership combines deep materials science expertise, proven ingredient brand Board and management experience, and capital markets execution, supported by an advisory team that includes ownership ~34% the former President of the world’s leading competing technology. BOARD OF DIRE
Slide 27: Capital Structure
Capital Dilutive Securities Exercise Price C$ TSXV: AUUA C$ Structure Warrants(1)(2) 3,433,280 $3.51 Share Price – March 24, 2026 $2.80 Cash & Debt as Options(1) Shares Outstanding(1) 30,865,070 $1.23 reported with Q1 3,030,097 Market Cap $86,422,196 2026 results Fully Diluted Shares 37,329,257 Outs
Slide 28: In Summary
ALUULA is a rare combination — a patented materials technology In Summary with proven commercial traction, an ingredient brand model with structural customer loyalty, and a funded expansion that sets up the next stage of growth. World’s lightest, strongest, and fully recyclable composite fabric Pate
Slide 29: Thank you
Investor Relations – Q1 March 2026 | TSXV: AUUA | OTC: AUUAF Thank you ir@aluula.com © 2026 ALUULA Composites Inc. 29 ©2026 ALUULA Composites Inc. |
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