Aluula Composites Inc · TSXV:AUUA
Aluula Composites — Starting Five Virtual Defense Investor Conference 2025
30 slides from Aluula Composites's conference presentation, Oct 28, 2025
Slide 1: Sustainable materials for a stronger future
Investor Relations – Q3 2025 Virtual Defense Conference – October 28th 2025 Sustainable materials for a stronger future © 2025 ALUULA Composites Inc.| Last update: October 24th 2025 ©2025 ALUULA Composites Inc. | 1 Photo: Arc’Teryx.
Slide 2: Forward-looking statements
Forward Certain statements contained in this presentation constitute “forward-looking delays; risks associated with business objectives; limited operating history and statements” within the meaning of applicable Canadian securities legislation. Such operating losses; risks associated with raising ca
Slide 3: ALUULA Composites
ALUULA Composites Reinventing sustainable high-performance fabrics ALUULA Composites is a next-generation composite textiles company, reimagining and challenging how fabrics are used and recycled. We’re disrupting the high-performance textile market with an ultra-light, recycle-ready composite — pro
Slide 4: Inspired by nature, driven by innovation
Inspired by nature, driven by innovation In nature, the alula is a small yet vital feature that enables birds to remain agile, stable, and efficient — even in challenging conditions. It’s proof that strategic precision can outperform brute force. At ALUULA Composites, we channel that same principle
Slide 5: The changing fabric composite market a growth opportunity for ALUULA
OVERVIEW The changing fabric composite market a growth opportunity for ALUULA • The billion-dollar global textile and composite industry faces mandatory sustainability goals. • Global high performance composites market valued at >$60b USD in 2023 with a CAGR >9% showing increasing demand from aerosp
Slide 6: Cutting-edge materials as an Ingredient Brand
OUR SOLUTION Cutting-edge materials as an Ingredient Brand High-strength, ultra-light composites Engineered for performance, designed for circularity ALUULA is a core ”ingredient inside” challenging existing materials. ALUULA is creating a new generation of high-performance recyclable textiles that
Slide 7: Ozone Kites designer testimonial
“ “For our high-end performance kites and wings, the material choice of ALUULA was a logical one. Not only is the material just massively lighter, but its stiffness allows for radical design changes, which lead to enhanced performance of the product. All our products featuring ALUULA airframes and s
Slide 8: What makes ALUULA different?
What makes ALUULA different? Engineering new composite fabrics that advance performance frontiers for industrial and consumer users 8x Patented Stronger than steel Ultra-light and adhesive-free for equivalent and durable weight Recyclable at the end of life & Waterproof UV resistant moving towards f
Slide 9: Sustainability is in our DNA
Sustainability is in Easily repairable for our DNA product longevity. Durability that is Materials are ALUULA has ambitious plans to accelerate the transition to engineered to last. recyclable. a circular economy and reduce end of life waste across the industries we operate in. Known for their uniqu
Slide 10: ALUULA Moat
High Performance & High Performance & Low Sustainability High Sustainability ALUULA Moat Protected by IP and trade secrets 4 ALUULA materials enable new construction PERFORMANCE techniques (like no sew) not possible with other materials Developed brand equity with well-known brand 3 partners with “A
Slide 11: Patents, Awards & Press
Patents, Awards & Press As seen in: Photo: Arc'teryx. ©2025 ALUULA Composites Inc. | 11
Slide 12: 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. Fusi
Slide 13: ALUULA's Product Offerings
ALUULA’s Product Offerings No-sew construction available for all materials 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 & Pa
Slide 14: Why ALUULA's materials matter in Defense Applications
Why ALUULA’s materials matter in Defense Applications ©2025 ALUULA Composites Inc. | 14
Slide 15: Withstand extreme environments
As threats to our security and defence increase, so does the demand for versatile and durable safety equipment, shelter systems and protective gear. Using high-performance materials that have the ability to withstand extreme environments has never been more important. ALUULA fabric has been designed
Slide 16: The possibilities are endless for ALUULA fabric applications in defense
The possibilities are endless for ALUULA fabric applications in defense. We fuse together high-performance fibers at the molecular level, creating a brand- new material without using any adhesives. Since it’s 100% polyethylene, and is made using our low energy, low waste, and low- fume production me
Slide 17: Why Arctic Performance Matters Right Now
Why Arctic Performance Matters Right Now • Arctic operations routinely face temperatures below −30°C, • Seven of eight Arctic states are NATO members, giving the alliance demanding extreme cold-ready equipment for troop control over approximately half the Arctic region’s territory. [1][2] survivabil
Slide 18: ALUULA's Value Prop for Defence
ALUULA’s Value Prop for Defence. PE has a glass transition temperature below -80 °C Excellent Low Temp Temperature Performance therefore it does not become brittle Performance Lightest composite on the Lightweight Density of PE < 1 g/cc lightest polymer available. Lightest at 24 gsm heaviest current
Slide 19: Between 5x to 10x better on all key specs
ONE EXAMPLE | SHELTERS ALUULA outperforms industry standard in all key areas PROPERTY 210D NYLON OXFORD (PU-COATED) ALUULA COMPOSITE - 115 GSM) Nominal Weight 150 gsm 115 gsm Denier Equivalent 210D Nylon UHMWPE-based composite Tensile Strength (Warp/Weft) ~180-250 N (warp), ~150-200 N (weft) >1,312
Slide 20: We're excited to partner with ALUULA
“ “We’re excited to partner with ALUULA, working together to combine their next-generation composite materials with Arc’teryx’s expertise in creating durable, high-performance products for extreme mountain environments.” - Greg Grenzke, Senior Director, Design – Advanced Concepts, Arc’teryx. ©2025 A
Slide 21: Accelerating Development
Accelerating Development 2020 2021 2022 2023 2024 2025 2026 Gold Improve Durlyte Graflyte Gas Barrier 2.0 1.5 Width Gold quality Gas Barrier Aeris Aeris Evolution New Manufacturing POC Aeris X Aeris X Evolution Sustainability Initial Colour Option Construction techniques Welding ©2025 ALUULA Composi
Slide 22: Business Growth
Business Growth Photo: Nashville Packs. ©2025 ALUULA Composites Inc. | 22 © 2025 ALUULA Composites Inc. 22
Slide 23: ALUULA's Current Focus Areas
ALUUA’s Current Focus Areas ALUULA application opportunities are endless Our primary focus remains on performance outdoor, including: Windsports Packs & Tents Apparel & Footwear With growing interest in commercial industrial: Wind Power / Commercial shipping Inflatables Defense Shelters / Aerospace
Slide 24: Accelerating Brand Partnerships
Accelerating Brand Partnerships Extensive growth in new ALUULA enabled products launched by partner brands from 2022 to today with many more to come. 2020 2021 2022 2023 2024 2025 X The brands shown have been disclosed. ©2025 ALUULA Composites Inc. | 24
Slide 25: Growth
ALUULA Sales Growth 2022 – 2025 Growth Sales Avg Sales 2,500,000 • Exceeded $2 million in quarterly sales in Q3 2025 for the first time since incorporation. 2,000,000 • 245% increase in open sales orders pending fulfillment and production at Q3 2025 compared to the end of fiscal 2024. 1,500,000 • Co
Slide 26: Sales by Channel
Sales by Channel Performance Outdoor | Commercial Industrial The windsport market is ALUULA’s most established market, with target customers onboarded. This has allowed ALUULA to continue to pursue its strategic objectives of diversifying its sales channels and is seeing growth in other key vertical
Slide 27: Capital Structure
Capital Dilutive Securities Exercise Price C$ TSXV: AUUA C$ Structure Warrants* 26,250,000 $2.00 Share Price – September 22, 2025 $1.69 as of July 31, 2025 Options Shares Outstanding* 26,280,540 $0.62 2,247,161 Market Cap $44,414,113 Fully Diluted Shares 29,840,201 Outstanding Cash $1,223,301 Fully
Slide 28: Leadership
Leadership Board and management ownership ~45%. Management Board of Directors Global Advisors Sage Berryman Peter Gustavson Christophe Dardel CEO/President/Board Board Chair Global Advisor Tyler Cuthbert Richard Myerscough Ian Yolles Chief Scientific Officer Founder & Board Global Advisor Sven Sanda
Slide 29: Summary
ALUULA is pushing boundaries to create innovative, recycle-ready products that accelerate the transition to a circular economy, where customers demand solutions. Summary >9% CAGR expected growth rate in the >$30b global high performance composite material market with key drivers being need for stron
Slide 30: Thank you
Thank you ir@aluula.com © 2025 ALUULA Composites Inc. ©2025 ALUULA Composites Inc. | 30
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