Slide 1: Build Bigger, Faster, Stronger and Greener
The art of the possible BUILD BIGGER, FASTER, STRONGER AND GREENER 2025 Interim Results Presentation February 2025 AML3D Limited (ASX:AL3) AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited.
Slide 2: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take The recipient should not rely on any material contained in this responsibility for any information, statement or representation presentation as a statement or representation of fact. No contained in this presentation or any omission f
Slide 3: 2025 Interim Results Highlights
2025 Interim Results Highlights • Revenue up 206% on the prior comparable period (PCP) to 1H 2025 1H 2024 Change $4.63 million with 80% derived from US customers. • Gross profit up 372% on the PCP to $3.37 million with gross Revenue $4.63m $1.51m $3.12m profit margins at 73%. • EBITDA loss of $2.83
Slide 4: Corporate Overview and Leadership
Corporate Overview and Leadership 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 4
Slide 5: AML3D Snapshot
AML3D Snapshot AML3D is a welding, metallurgical science, robotics, and software business which uses automated wire fed 3D printing in a large free-form environment to produce metal components and structures for commercial use. Its ARCEMY® systems are the largest open-air, turn-key, metal 3D printer
Slide 6: Key Market Statistics
Key Market Statistics Capital Structure1 Share price and volume1 Company name ALM3D Limited ASX code AL3 Share price 13.7c Market capitalisation $83.3m Shares on issue 537.6m Performance rights 7.6m Unlisted Options 64.8m Cash at bank (31 Dec 2024) $32.1m Substantial shareholders1 % Netwealth Invest
Slide 7: Board – Deep industry experience combined with AML3D's founder's vision
Board – Deep industry experience combined with AML3D’s founder's vision Noel Cornish AM Sean Ebert Andy Sales Kaitlin Smith Chairman, Non-Executive Director Executive Director, CEO Executive Director, CTO Peter Siebels Company Secretary B.Sc, M.Eng.Sc., FAICD FUOW BEng Hons (Electrical), GAICD, MBA
Slide 8: Executive Leadership Team
Executive Leadership Team The right blend of manufacturing and broader corporate experience Sean Ebert Pete Goumas Stuart Banks Nick Aschberger Chief Executive Officer President & CEO Hamish McEwin Senior Global Vice President Vice President BEng Hons (Electrical), GAICD, MBA Chief Financial Officer
Slide 9: The AML3D Business
The AML3D Business 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 9
Slide 10: The ARCEMY advantage
The ARCEMY® advantage • Largest, open air, free-form, WAM® metal 3D printing system • Produces complex industrial parts to accredited standards • A point of need solution for multiple metals and alloys 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. J
Slide 11: What is WAM
What is WAM® • Wire Additive Manufacturing (WAM®) technology • Uses an electric arc to deposit molten metal, layer by layer Electric Arc Deposition • Lower cost, lower lead times, better components Metal Alloy Layering 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pa
Slide 12: The WAM advantage
The WAM® advantage Stronger Faster Greener Flexible Design More Resistant Produces material Can be manufactured Has the potential Can test up to Up to 50% more properties up to up to 75% faster2 to produce up to 95% 2 times higher4 resistant5 to metal 30% stronger1 than than forging or casting in ma
Slide 13: AML3D Technology Stack
AML3D Technology Stack Software Hardware WAMSoft® AMLSoft AMLRapid ARCEMY® WAMSoft® is the AML3D slicer AMLSoft is the operating system AMLRapid is the connector AML3D’s ARCEMY® systems are the and path planning tool, turning a of an ARCEMY cell. AMLSoft between AMLSoft and largest open-air, turn-ke
Slide 14: The ARCEMY Range
The ARCEMY® Range ARCEMY® Education ARCEMY® Small ARCEMY® Enterprise ARCEMY® X An entry-level Wire-arc Additive ARCEMY® Small Edition features For the creation of larger parts, For manufacturing industrial parts that Manufacturing system typically used for the smallest footprint of the commercial AR
Slide 15: Revenue Model and Addressable Markets
Revenue Model and Addressable Markets 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 15
Slide 16: ARCEMY system sales revenue model
ARCEMY® system sales revenue model Capital Sale Licensing Fees Maintenance Production Support • Sale of complete turnkey • Complete set of qualified system • Full inspection of Robotic • Parts production consulting to ARCEMY® Wire Additive parameters. Hardware and changeover of oil convert tradition
Slide 17: Contract manufacturing revenue model
Contract manufacturing revenue model Wire Feedstock Print Proof of ARCEMY® Assessment Concept Part System Sale Demonstrates performance of WAM® technology and assists in facilitating small production runs. • Proof of Concept part manufacture & testing is critical to demonstrating WAM® and ARCEMY® fi
Slide 18: Addressable markets
Addressable markets AML3D addresses multiple sophisticated and geographically diverse markets. Phase 1 and 2 are driven by Australian and North American AML3D sales • Build new, progress and continue to • Deliver ARCEMY® metal teams and value-added develop existing relationships across Asia 3D print
Slide 19: Growth Strategy and Outlook
Growth Strategy and Outlook 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 19
Slide 20: AML3D's growth strategy
AML3D’s growth strategy • Pivot from manufacturing Software Maintenance to ARCEMY® systems supply Manufacturing Support and manufacturing • Bigger contracts and new licensing, maintenance and support revenue • Proof of concept manufacturing ARCEMY® Systems Supply showcases WAM® technology Strategy C
Slide 21: Maximising the US opportunity
Maximising the US opportunity • Expand US manufacturing and ARCEMY® production • Access more of US$951m US Navy submarine award • Build on recent US utility contract win to access new sectors AML3D Stow Technical Facility AML3D Adelaide Technical Facility 2025 Interim Results Presentation February 2
Slide 22: Accessing additional markets
Accessing additional markets Establish European operations to access strong UK demand US expansion creates capacity to grow additional markets Leverage global footprint to access new global markets 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pa
Slide 23: Maintaining technology leadership
Maintaining technology leadership • Market leading technology is driving adoption of ARCEMY® • Investing in faster deposition and dual robot systems • Build on existing, market leading accreditations and certifications ARCEMY® Increase Deposition Rate Program 2025 Interim Results Presentation Februa
Slide 24: Significant growth momentum
Significant growth momentum • Pivot to system sales in the US unlocks huge demand • +A$16 million of orders received and demand still increasing • FY24 revenue up 1000% on prior year with strong FY25 revenue roll over AML3D Stow, Ohio US Open Day (Image credit: Phil Masturzo, Beacon Journal) 2025 In
Slide 25: Outlook
Outlook • Next growth phase into non-Defence sectors underway • $40+ million sales pipeline across US, Australia and the UK • FY25 tracking to be another record year of revenue growth AML3D Adelaide Technical Facility 2025 Interim Results Presentation February 2025 AUSTRALIA | UNITED STATES Aust Pat
Slide 26: Build Bigger, Faster, Stronger and Greener
The art of the possible BUILD BIGGER, FASTER, STRONGER AND GREENER 2025 Interim Results Presentation February 2025 For more information, please contact: AML3D Investor Relations This presentation has been approved for release Sean Ebert FIRST Advisers by the Board of AML3D Limited. Managing Director