Norsk Titanium As · OSL:NTI

Norsk Titanium As — Q4 2025 Earnings Presentation

16 slides from Norsk Titanium As's earnings presentation, Mar 4, 2026

  1. Slide 1: Company Presentation

    Company Presentation 4 March, 2026

  2. Slide 2: Norsk Titanium's RPD: The Industry-Recognized Structural Solution to Replace Forging

    Sensitivity: Personal Norsk Titanium’s RPD® The Industry-Recognized Structural Solution to Replace Forging Additive manufacturing efficiency with forging- level performance Production-qualified aerospace and defense supplier Built for scale with installed production base and technical centers in Eur

  3. Slide 3: Our Market Opportunity is Intact and Expanding

    Sensitivity: Personal Our Market Opportunity is Intact and Expanding Strong Structural Demand Drivers Across Core Markets Working to unlock a $6bn+ annual serviceable opportunity RPD® Technical Market Addressable Serviceable Structural demand drivers Maturity Commercial Aerospace $13 bn $3bn+ Struct

  4. Slide 4: Airbus Progressing Adoption of Directed Energy Deposition (DED)

    Sensitivity: Personal Airbus Progressing Adoption of Directed Energy Deposition (DED) Source: Airbus Web Story on Innovation at https://www.airbus.com/en/newsroom/stories/2026-01-how-airbus-is-pioneering-aircraft-manufacturing-with-titanium-3d-printing 4 Norsk Titanium AS © 2026 Sensitivity: Persona

  5. Slide 5: Building on a Strong Foundation

    Sensitivity: Personal Building on a Strong Foundation The Only Qualified Supplier of Forging-Equivalent Material High barrier to entry built over a decade Material Specification and Certifications › Delivered 2,000+ structural aerospace parts - with zero defects FAA › Delivered the world’s largest a

  6. Slide 6: We are Changing Gears!

    Sensitivity: Personal We are Changing Gears! From Engineering-Led Innovation to Commercial Accountable Execution Commercial Transformation Engineering-led Model Commercially Accountable Execution Model • WHO: Focusing resources on leading OEMs on high value markets with RPD® at the core of their • E

  7. Slide 7: Three Revenue Streams

    Sensitivity: Personal New Strategic Architecture: Three Revenue Streams I. Core OEM Programs Strengthen, accelerate and expand long-cycle OEM programs II. RPD® Ecosystem Strategy Accelerate adoption and monetization of the RPD® platform 7 III. Short-cycled Opportunities Accelerate near-term Industri

  8. Slide 8: I. Core OEM Programs: Lead OEMs Industrial Roadmaps Advancing with RPD

    Sensitivity: Personal I. Core OEM Programs Lead OEMs Industrial Roadmaps Advancing with RPD® Roadmaps anchored in agreed milestones and defined decision gates Specification & Technology maturation Pilot Programs Adoption Qualification Technology Readiness Level TRL 1-6 TRL 7-9 TRL 10 Aerospace Landi

  9. Slide 9: Aerospace: Moving from Qualification to Industrialization

    Sensitivity: Personal Aerospace: Moving from Qualification to Industrialization Norsk Titanium supports Airbus DED Roadmap: 1. Support initial ramp of serial production for qualified parts 2. Drive aggressive conversion of parts to RPD® to scale adoption and revenue 3. Placing RPD® machine at Airbus

  10. Slide 10: General Atomics Aerostructures Validating RPD in Defense

    Sensitivity: Personal General Atomics Aerostructures Validating RPD® in Defense • Ongoing collaboration with General Atomics Aerostructures on developing structural production parts for Unmanned Aircraft Systems (UAS) platforms • Stringent qualification process completed • Moving forward with produc

  11. Slide 11: II. New RPD Ecosystem Strategy: Embedding RPD within Customer Production Systems

    Sensitivity: Personal II. New RPD® Ecosystem Strategy: Embedding RPD® within Customer Production Systems RPD® Ecosystem is a production platform, not just parts • Selective deployment with strategic OEMs to accelerate adoption and integrate into production roadmaps • Ad-hoc deployments and licensing

  12. Slide 12: Airbus - RPD machine placement in Germany in 2026

    Sensitivity: Personal Airbus - RPD® machine placement in Germany in 2026 A stepping-stone in our RPD® Ecosystem Strategy • RPD® machine being embedded on-site at Varel in Germany • Jointly developing the DED Process Specification for RPD® • Integration into Airbus industrial roadmap Impact: Shifting

  13. Slide 13: III. Short-Cycle Opportunities: Near-Term Revenue Opportunities in Industrial and Energy

    Sensitivity: Personal III. Short-Cycle Opportunities: Near-Term Revenue Opportunities in Industrial and Energy Shorter qualification cycles, faster time-to-market Proven RPD® Engineering- Customer Order and Serial supply platform to-Order Validation • No need for multi-year qualification programs fo

  14. Slide 14: Targeted Milestones

    Sensitivity: Personal Targeted Milestones To Derisk the Opportunity and Unlock Long-Term Value 1 2 3 4 Maximize Airbus third Enter U.S. Airforce and Deploy RPD® Ecosystem Convert short-cycle production order U.S Navy high-rate starting opportunities into programs at Airbus and expanding revenue fast

  15. Slide 15: Norsk Titanium

    Sensitivity: Personal Norsk Titanium ~USD 500m ~USD 104m invested* market cap 35 machines Parts supplier RPD 700 tons capacity direct replacement USD 300m 200+ patents revenue capacity granted US & Norway 125+ locations employees Material specification 3 markets qualified presence 15 Norsk Titanium

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