Slide 1: Q3 FY2026 Investor Presentation
For personal use only AMAERO LTD (ASX: 3DA | OTC: AMROF) 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 Q3 FY2026 Investor Presentation 21 April 2026
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Amaero Ltd (ACN 633 541 634) (“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 securit
Slide 3: Executive Summary
Executive Summary For personal use only Delivered Q3 FY26 results in line with expectations Strong Q4 backlog supports full-year revenue visibility Reaffirmed FY26 revenue guidance of A$18–20M Advanced key milestones: re-domiciliation, PCAOB audit, potential U.S. listing Continued commercial tractio
Slide 4: Financial Performance: Q3 FY26 Select Financial Highlights
Financial Performance For personal use only Q3 FY26: Select Financial Highlights Revenue Q4 Contracted Revenue FY26 Revenue Guidance A$2.6 million A$8.4(2) million 100% contracted ▪ Increased 301% vs Q3 FY25 ▪ A$8.4 million in contracted revenue to be ▪ Reaffirming FY26 revenue guidance of ▪ Include
Slide 5: Accelerating TTM Revenue
Accelerating TTM Revenue For personal use only TTM Revenue ▪ TTM revenue increased 347% YoY, driven AUD, millions by accelerating commercial traction A$18 – A$20 Powder ▪ Powder revenue ramp driven by exclusive PM-HIP supplier agreements and secured demand +347% YoY A$11.8 ▪ PM-HIP ramp reflects lon
Slide 6: FY26 Guidance 100% Contracted
FY26 Guidance 100% Contracted For personal use only Full-Year FY26 Revenue Bridge AUD, millions Q4 visibility underpinned by A$18M+ 100% contracted revenue contracted A$18 – A$20 A$8.4 FY26 Guidance: A$18M - A$20M A$2.6 A$10.3 A$3.1 A$4.7 (1,2) (1,3) Q1 FY26 Q2 FY26 Q3 FY26 YTD FY26 Actual Q4 FY26 C
Slide 7: Capital Deployment Aligned with Growth
Capital Deployment Aligned with Growth Spend profile aligned with scaling production, not overhead expansion For personal use only Investment in Tangible Assets(1) Disciplined Management of G&A Expenses Tangible Assets AUD, millions AUD, millions TTM Revenue +347 YoY% A$11.8 A$72.0 A$9.9 A$64.0 A$7.
Slide 8: Cash Deployment & Position
Cash Deployment & Position Driven by planned capital deployment and operating cash usage For personal use only Q3 FY2026 Cash Bridge AUD, millions A$52.6 -A$7.1 -A$0.6 -A$5.4 A$5.8 A$44.1 -A$1.2 A$38.3 Dec. 31 2025 Cash Net Cash from Inventory CapEx Exchange Rate Mar. 31 2026 Cash EXIM CapEx Proform
Slide 9: Re-domiciliation to the United States Underway
Re-domiciliation to the United States Underway Positioning Amaero as a U.S.-domiciled advanced materials and manufacturing leader For personal use only ▪ Amaero has entered into a Scheme Structure Transition Timeline Implementation Deed to re-domicile to U.S. FEBRUARY 2026 Old New Announced Intentio
Slide 10: 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 11: EXIM Bank Increases Loan Commitment to US$26.1 Million
EXIM Bank Increases Loan Commitment to US$26.1 Million Amendment reflects increased approved funding and continued support from U.S. government-backed financing program For personal use only US$26.1M Total approved EXIM loan ▪ US$3.3 million increase from the US$22.8M previously announced(1) ▪ Reinf
Slide 12: Scaling U.S. Distribution Through Strategic UPM Partnership
Scaling U.S. Distribution Through Strategic UPM Partnership Three-year exclusive distribution agreement delivering immediate revenue and access to a large, established distribution network For personal use only United Performance Metals 4,000 kg Contracted minimum UPM inventory commitment ▪ Amaero a
Slide 13: A$7.8 Million Titanium Agreement Supports FY2027 Revenue Visibility
A$7.8 Million Titanium Agreement Supports FY2027 Revenue Visibility Long-term supply agreement with committed volumes and expansion upside reinforces commercial momentum For personal use only Agreement Overview Strategic Implications A$7.8M ~100% Minimum contracted revenue Planned increase in titani
Slide 14: Commercial Traction & Strategic Partnerships
Commercial Traction & Strategic Partnerships Trusted by leading organizations in defense, aerospace, and advanced manufacturing for their mission critical materials and parts For personal use only Long-Term Partners Q4 FY26 Commercial Momentum Government & Defense End Users 1 +62% Q4 FY26 titanium r
Slide 15: 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