T3 Defense Inc. · NASDAQ:DFNS
T3 Defense — Investor Presentation (June 2026)
24 slides from T3 Defense's investor presentation, June 2026
Slide 1: Acquiring Strength. Defending the Future.
Acquiring Strength. Defending the Future. Investor Presentation June 2026 Nasdaq: DFNS
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements which are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of
Slide 3: About T3 Defense Inc.
About T3 Defense Inc. N A S D A Q : D F N S Market Capitalization Founded to equip allies fighting in the new Defense era T3 Defense identifies and acquires high-quality companies across the global defense supply chain at compelling entry valuations, supporting their ability to $25M Avg. 3 Month Tra
Slide 4: Our Strategy: Dominating the Modern Battlefield
Our Strategy Dominating the Modern Battlefield 1 We acquire and scale next-generation defense companies operating at the forefront of the modern battlefield 2 Our portfolio spans AI-enabled systems, robotics, unmanned platforms, counter-drone technologies, and autonomous mission solutions 3 Through
Slide 5: Investment Opportunity
Investment Opportunity 1 2 Where We Are Today Where The Opportunity Lies A transformational six months for T3 Defense (Q4-25, Q1-26) Pipeline of over 400 identified targets: Tier-2 and Tier-3 manufacturers with strong Completed four acquisitions (Star26, Tiltan, ITS, customer relationships, and robu
Slide 6: Key Financial & Operational Highlights
Key Financial & Operational Highlights $3.7M $26.0M $12.1M $12.0M Q1 2026 Revenue Backlog as of March 31, 2026 Full-year 2026 revenue Incoming Requests for guidance Proposals (RFPs) Generated by defense- Across all subsidiaries, related orders across provides solid revenue visibility Driven by escal
Slide 7: The Defense Industry: A New Era
The Defense Industry: A New Era “The defense industry is entering a pivotal era, where AI for defense, UAVs, aerospace innovation, and resilience against GPS denial are essential. Our mission is to acquire and strengthen companies with mission- critical technologies, giving them the means to grow an
Slide 8: Defense Spending: A Generational Tailwind
Defense Spending: A Generational Tailwind Global Rearming Global Usa Nato Europe $2.63T $1.5T $472B Record Budgets All-Time Record FY2027 Proposal M i l i ta r y e x p e n d i t u r e 2 0 2 4 Global defense spending hit its FY2026 crossed $1 trillion for Combined defense spending by highest level ev
Slide 9: Our Ecosystem
Our Ecosystem Investments Sponsor of a SPAC SC II Acquisition Corporation (NASDAQ: SCII) 9 9
Slide 10: Our Accomplishments to Date
Our Accomplishments to Date Growth, Deal Sourcing & Commercialization Engines Ecosystem of Products and Services Defense AI, Tactical Energy Simulation & GNSS & Rugged Field Acts as the group’s growth engine, identifying, acquiring, and scaling Denied Navigation Infrastructure high‑potential defense
Slide 11: Targeting the Fastest-Growing Segments of Defense
Targeting the Fastest-Growing Segments of Defense e acquire mission-critical Precision Engineering Unmanned Systems AI AI software Software & & W & Manufacturing systems integration Systems Integration suppliers across the defense, aerospace, and advanced manufacturing sectors $454.1B (2032) $48.3B
Slide 12: Our Portfolio
Our Portfolio
Slide 13: Bespoke engineering for mission-critical operations
Bespoke engineering for mission-critical operations Revenue B acklog Q1 multi-year contracts secured $4 8 . M ~$4 1 . M Command & Tactical lighting Energy solutions Rapid deployment logistics & surveillance infrastructure control vehicles systems Mission-critical power systems trusted at the highest
Slide 14: Supplier of critical components for multi-layered air defenses
Supplier of critical components that form the multi layered air defensesfrom Eastern Europe to South East Asia 14
Slide 15: The engineering behind mission-critical systems
The engineering behind mission-critical systems Revenue Backlog $2.1M T3 Defense holds 51% controlling stake Bespoke production Agile industrial Sovereign manufacturing engineering systems on-demand capbaility Complete manufacturing systems from design Custom production lines created at the point of
Slide 16: Taking your motion control forward
Taking your motion control forward Revenue Backlog + Significant RFPs $4.6M targeting robotics products 2.5x faster horizontal Near-zero Zero backlash & vertical rotation maintenance (gearless architecture) Full 360° horizontal rotation and vertical elevation or Gearless design results in no gear we
Slide 17: Visualize. Analyze. Realize.
Visualize. Analyze. Realize. Q1 2026 Request For Proposals $5.4M AGM (Advanced T-BAT (GPS-Denied TOPS (Physics-Based Majestic.ai (Synthetic Geospatial Mapping) Autonomous Navigation) 3D Simulation Engine) Data as a Service) Integrates imagery from satellites, Loads terrain and mapping data into Soft
Slide 18: Every mission. Every altitude. Covered.
Every mission. Every altitude. Covered. Custom UAV systems Operational services Counter-UAS End-to-end drone design, production, and Mapping and surveying, aerial imaging, Development of counter-drone systems maintenance. Fully customized unmanned aerial red-team simulation for defense exercises, ad
Slide 19: M&A: Target Company Profile
MM A. Target Company Profile
Slide 20: Focus: Small/Mid-Sized Businesses
Focus: Small/Mid-Sized Businesses Typical Size Common Growth Limitations Working capital constraints limit Lack of access to production capacity international markets Revenues: Potential Valuation Multiple Expansion $10M-$150M Our Target 0$ $10M $150M $500M+ Strategic Re-Rating Operational Efficienc
Slide 21: Current Valuations in A&D
Current Valuations in A&D Average Private-market A&D EBITDA multiples lag public peers, creating a clear 37.4x valuation disconnect and providing a strong investment opportunity Public vs. Privately Held A&D Companies EBITDA Multiples Average Median 40 37.4 EBITDA 35 30 25 21.0 Median 20 21.0x 15 10
Slide 22: Our Investment Process
Our Investment Process Analyze Major A&D Platforms Focus on Those Operating in Growing Segments 400 Targets Identified 100+ Determine Demand for Critical & Scarce Source Manufactures Comonents of Components Targets that fulfill initial requirements Pay Private / Small Company Multiples Fund & Reorga
Slide 23: Contact Us Investor Relations
Contact Us Investor Relations Menny Shalom, CEO Lena Cati 212-836-9611 m@t3dfns.com lcati@theequitygroup.com www.t3dfns.com Val Ferraro 212-836-9612 vferraro@theequitygroup.com
Slide 24: References
References A maro , Silvia. "European Leaders Push for Even More Defense Spending — Despite Plans for $867 Billion 'ReArm' Package." CNBC, March 20, 2025. https:// www.cnbc.com/2025/03/20/european-leaders-push-for-even-more-defense-spending.html Internat ional Institute for Strategic Studies (IISS).