Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (February 2025)
21 slides from Titomic's investor presentation, Feb 28, 2025
Slide 1: Investor Update
For personal use only Investor Update 28 February 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Titomic Limited ACN 602 793 644 (“Titomic” or the under any circumstances create an implication that there has been no change in the affairs “Company”) to provide summary information about Titomic and their activities as at the of Titomic since the d
Slide 3: Executive Summary
Executive Summary Titomic is the world’s leading Cold Spray & Kinetic Deposition additive manufacturing company. 1. Unique additive manufacturing capabilities: For personal use only • High-speed, scalable production • Greater material flexibility & stronger bonding • No heat distortion or warping 2.
Slide 4: Unique Cold Spray Additive Manufacturing Capabilities
Unique Cold Spray Additive Manufacturing Capabilities How Does It Work? For personal use only Metal powder particles are accelerated to supersonic speeds using a gas stream. When these particles impact a surface, they bond through plastic deformation, enabling rapid material build-up without heat- i
Slide 5: Ideally suited for Defense, Aerospace, Energy, and MRO applications
Ideally suited for Defense, Aerospace, Energy, and MRO applications For personal use only Expanding Aerospace & Defense Applications – Increasing demand for sustainable manufacturing and in-field component repair. Growing Adoption in Additive Manufacturing – Cold Spray is gaining traction as an
Slide 6: Strategic pivot from machine sales to high-value manufacturing & services
Strategic pivot from machine sales to high-value manufacturing & services Period Status & Key Changes For personal use only 2017-2021 R&D focus with 160+ use cases (mile wide and an inch deep). 2022-2023 Deeper understanding of technology, tighter product and market focus, restructuring. 2024 New ma
Slide 7: 2025 – Very Well Positioned
2025 – Very Well Positioned CSAM • Titomic unique in larger, heavier components Market • Only player with low, medium and high-pressure systems For personal use only Leader • First mover in developing defense and aerospace manufacturing capabilities • Aerospace and defense industry veterans New Lead
Slide 8: Attractive Business Model
Attractive Business Model Titomic is pivoting toward services & recurring revenue: For personal use only • Leasing Programs – Full service offering of low and medium pressure cold spray solutions. • Powder Supply – Certified cold spray materials. • Training & Support – 24-hour help desk & expertis
Slide 9: Attractive Accessible Markets
Attractive Accessible Markets • Defense & Aerospace: Projected AM market $18.6B by 2030, For personal use only driven by military modernization and advanced defense technologies. • Semiconductor & Energy: Projected AM market $1.4B by 2030, fueled by advanced electronic systems in aerospace and defen
Slide 10: Positioning for Success
Positioning for Success Huntsville HQ expansion in progress. For personal use only Scaling in defense & semiconductor markets. • Secured contracts: NAVSEA, Airbus, Boeing, ASML. • Certifying processes for production. Expanding MRO services & energy sector applications. Independent assessment
Slide 11: Real Traction With Customers
Real Traction With Customers CY2024 For personal use only Customer CY2025 CY2026 onwards & prior R&D and Prequalification Qualification Production Aerospace (~$50M+ USD opportunity over multiple years) Initial Purchase – 1-2 Machines Low-rate initial sales to MROs Aviation (~$4M+ EURO over multiple
Slide 12: Strengthening American Industry
Strengthening American Industry (U.S. Onshoring, National Security, Advanced Manufacturing) For personal use only Category Quote U.S. Manufacturing & Tariffs “It’s time for our great industries to come back to America.” — Donald Trump Policy U.S. Manufacturing & Tariffs “We’re going to bring back ou
Slide 13: Financial Outlook
Financial Outlook • Strengthened balance sheet: AU$24.1 million in cash at 31 December 2024. For personal use only • 2025-2026 outlook FY2025 revenues: FY2025 revenue from customers significantly greater than FY2024 (AU$5.9 million) Transition to larger production and MRO contracts: transitionin
Slide 14: Save the Date – June 2nd 2025 – Rocket City
Save the Date – June 2nd 2025 – Rocket City For personal use only • Titomic Huntsville Grand Opening & Ribbon Cutting Ceremony • 15091 AL Hwy 20, Madison, AL 35756 • Be part of this momentous occasion unveiling our state-of- the-art facilities as we showcase the future of advanced manufacturing. Tit
Slide 15: Executive Summary
Executive Summary Titomic is the world’s leading Cold Spray & Kinetic Deposition additive manufacturing company. 1. Unique additive manufacturing capabilities: For personal use only • High-speed, scalable production • Greater material flexibility & stronger bonding • No heat distortion or warping 2.
Slide 16: Titomic offices and investor enquiries
For personal use only Titomic TitomicUSA - Headquarters – Head Office 15091 Al Hwy 20 Ground Floor, Madison, 365 Ferntree Huntsville, AlabamaGully Road Mount Waverley, VIC 3149 Australia Titomic Europe It Vegelinskampke 9a 8491 PD Akkrum, The Netherlands Titomic Europe It Vegelinskampke Titomic Limi
Slide 17: Appendices
For personal use only Appendices
Slide 18: Leadership with proven industry experience
Leadership with proven industry experience For personal use only Board of Directors Dag Stromme Humphrey Nolan Mira Ricardel Richard Willson Dr. Andreas Schwer Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Jim Simpson Geoff Hollis Dr.
Slide 19: Senior Advisory Group
Senior Advisory Group The Senior Advisory Group (SAG) for Titomic’s U.S. Subsidiary is established to enhance sales and support the development and execution of sales and product strategies, with a primary focus on the Defense sector (Army, Navy, Air Force, and Space Force), aerospace primes and str
Slide 20: Offering diverse, versatile cold spray systems
Offering diverse, versatile cold spray systems Titomic offers the world’s largest and most diverse product line of cold spray systems. With systems utilising low-to-high pressure cold spray, Titomic offers solutions for a broad range of applications, including handheld coatings and repairs for autom
Slide 21: Offering diverse, versatile cold spray systems
Offering diverse, versatile cold spray systems Titomic offers the world’s largest and most diverse product line of cold spray systems, offering novel capabilities for many industries. This includes handheld coatings and repairs, all the way through to advanced additive manufacturing for aerospace an