Amaero Ltd · ASX:3DA
Amaero — Non-Deal Roadshow (January 2026)
29 slides from Amaero's roadshow presentation, Jan 21, 2026
Slide 1: Non-Deal Roadshow 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 Non-Deal Roadshow Investor Presentation January 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 Structural reshoring tailwinds are accelerating demand for U.S.-domestic advanced materials and manufacturing as national security, supply-chain resiliency, and industrial policy converge. Amaero is uniquely positioned at the intersection of materials science
Slide 4: Who is Amaero?
WHO IS AMAERO? Amaero is addressing critical gaps in the Who is Amaero? industrial manufacturing base and supply For personal use only chain… … Amaero is a leading U.S. domestic producer of high value refractory and titanium alloy spherical powders & manufacturer of near-net-shape parts for mission
Slide 5: Chief Executive and Board
WHO IS AMAERO? Chief Executive and Board ✓ Industry-leading team in powder metallurgy and powder production ✓ Strong capital market experience Board of Directors ✓ Deep industry and government relationships Eric Bono For personal use only Executive Director Omer Granit Non-Executive Hank Holland Dir
Slide 6: Technical and Commercial Leadership
WHO IS AMAERO? Technical and Commercial Leadership “Amaero is fortunate to have attracted some of the pioneering and Strategic hires of U.S.-based executives leads the technical leading minds in the industry just as the Company shifts its focus and commercial development and commercialization to ope
Slide 7: 2.5 Years of Capital Investment Completed
WHO IS AMAERO? 2.5 Years of Capital Investment Completed With ~A$72M(1) to-be deployed by June 2026, supported by a strong balance sheet with ~A$52.6M in cash, Amaero is at a clear inflection point as the business transitions to revenue growth and margin expansion For personal use only 2023-2025 202
Slide 8: Made in America, By Americans, For Americans
WHO IS AMAERO? Made in America, By Americans, For Americans ✓ 100,000-sq-ft facility in Spring Branch Industrial Park, near Chattanooga, Tennessee For personal use only ✓ Leadership team based in Tennessee Strategic Location Customers Talent ▪ Highly concentrated ▪ Focused on domestic ▪ Access to a
Slide 9: Macro Backdrop Highlights Current Pain Points
GENERATIONAL THEMATIC OPPORTUNITY Macro Backdrop Highlights Global Metal Casting Production is Dominated by Foreign Powers Current Pain Points China → 52 Million Metric Tons United States → 10 Million Metric Tons Global Metal Casting Production is Dominated by Foreign Powers – with China accounting
Slide 10: Foreign Policy Changes are Reshaping Global Supply Chains and Trade
GENERATIONAL THEMATIC OPPORTUNITY Foreign Policy Changes are Reshaping Global Supply Chains and Trade “The engines of the world’s AI infrastructure are being built in the United States for the first time. Make more in America, by Americans, for America Adding American manufacturing helps us better m
Slide 11: Amaero Addresses Critical Gaps in the High-Value Supply Chain
GENERATIONAL THEMATIC OPPORTUNITY Amaero Addresses Critical Gaps in the High-Value Supply Chain Amaero addresses critical gaps in the supply chain and is at the fulcrum of the reshoring opportunity – building resilient, integrated, and scalable U.S.-domestic industrial production and supply chains F
Slide 12: Why Additive Manufacturing?
ADVANCED MATERIALS Why Additive ▪ Additive Manufacturing (AM) addresses critical requirements Manufacturing? that are key in aerospace and For personal use only defense: ✓ Reduced buy-to-fly ratio ✓ Reduced time to production ✓ More complex geometries ✓ Low-volume, high-value ✓ Improve material prop
Slide 13: Spherical Powders for Mission-Critical Additive Manufacturing
ADVANCED MATERIALS Spherical Powders for Mission-Critical Additive Manufacturing… While much of the metal-powder market still relies on angular, low-flow powders designed for press-and- sinter or coatings, Amaero operates in a completely different tier – producing high-purity spherical powders engin
Slide 14: Manufactured Through the Most Advanced Process
ADVANCED MATERIALS …Manufactured Through the Most Advanced Process ✓ EIGA Premium – a more recent and improved version of EIGA – is the only contact-free melt process purpose-built for producing high-purity, reactive spherical metal powders at scale ✓ Highest traceability, highest yield, and lowest
Slide 15: Leading Technology Coupled with Proprietary Know-How
ADVANCED MATERIALS Leading Technology Coupled with Proprietary Know-How While EIGA Premium provides the underlying platform, Amaero’s technical team delivers superior powder performance through proprietary commissioning, retrofit customization, and process tuning For personal use only Baseline / Unc
Slide 16: High-Value Refractory Alloy Opportunities
ADVANCED MATERIALS High-Value Refractory Alloy Opportunities Amaero aims to address the numerous dual-use applications for high-value, refractory alloy powders For personal use only Titanium Molybdenum Industry: Commercial / Medical Industry: Space Application: Suppressors, Implants Application: Fue
Slide 17: Why PM-HIP?
ADVANCED MANUFACTURING Why PM-HIP? The Casting & Forging Problem ▪ Given the domestic lack of resiliency and scalability, the U.S. faces supply chain challenges for components that require large casting and forgings scalability and forge-like material properties For personal use only ▪ Demand for ma
Slide 18: When PM-HIP Is the Right Manufacturing Choice
ADVANCED MANUFACTURING When PM-HIP Is the Right Manufacturing Choice A practical decision framework for large, complex metal components For personal use only Is casting quality Can cost of quality Cast or availability an or time be Is the issue? considered part currently Is it difficult to Can cost
Slide 19: Amaero's PM-HIP Advantage: Modeling Drives Near-Net Shape
ADVANCED MANUFACTURING Amaero’s PM-HIP Advantage: Modeling Drives Near-Net Shape Metallurgical modeling and can-design expertise allow Amaero to deliver PM-HIP parts closer to final geometry, reducing post-processing, and low-volume lead time and cost For personal use only Manufacturing Impact Metal
Slide 20: PM-HIP Momentum: U.S. Navy Validated
ADVANCED MANUFACTURING PM-HIP Momentum: U.S. Navy Validated • After 18 months of intensive engagement with the U.S. Navy and maritime industrial base, Amaero has achieved formal validation of its PM-HIP capability – culminating in a Navy Letter of Support(1) - This milestone positions Amaero as a cr
Slide 21: Strategic Commercial Partnerships
BUSINESS UPDATES Strategic Commercial Partnerships • Trusted by leading organizations in defense, aerospace, and advanced manufacturing for their mission- critical materials and parts For personal use only Advanced Materials: Advanced Manufacturing: Refractory and titanium alloy spherical powders De
Slide 22: Select Financial Highlights
BUSINESS UPDATES Select Financial Highlights Strong contracted revenue visibility in 2H FY2026 ✓ FY2026 revenue guidance: A$18 – 20 million, a 372% to 425% increase For personal use only over FY2025(1) ✓ 1H FY2026 revenue: ~A$7.7 million (+366% YoY) ✓ 2H FY2026 contracted revenue: A$9.7 million secu
Slide 23: 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 (914) 352-5853 www.am
Slide 24: Enabling Production Across Advanced Manufacturing Technologies
FOR REFERENCE Enabling Production Across Advanced Manufacturing Technologies Amaero feedstock targets a range of advanced manufacturing processes to address breadth of application requirements For personal use only Advanced Manufacturing Legacy Manufacturing ▪ Near-net-shape parts ▪ Complex geometri
Slide 25: Dual-Use Industrial Capacity Boosts Government / Defense Economic Efficiency
FOR REFERENCE Dual-Use Industrial Capacity Boosts Government / Defense Economic Efficiency While Ensuring U.S. Supply Chain Independence and Stability In addition to government defense applications, Amaero has the opportunity to diversify across both non-government defense and non-defense applicatio
Slide 26: Where PM-HIP Excels Versus Alternatives
FOR REFERENCE Where PM-HIP Excels Versus Alternatives PM-HIP demonstrates clear advantages compared to alternative manufacturing technologies For personal use only PM-HIP Castings Forgings AM LPBF AM DED Economics, Speed & Scale Low-Volume Cost Low-Volume Lead Time Size Performance Uniform Propertie
Slide 27: Specialty Powders: Near Limitless Possibilities
FOR REFERENCE Specialty Powders: Near Limitless Possibilities For personal use only 3500 Amaero temperature limit 2750 Melting Point (°C) Temperature limit for conventional atomization 2000 1250 500 AISi10Mg Cu Ni718 316L Ti64 Zr C103 Mo TZM WC Ta W24Re Re W 25 (ASX: 3DA | OTC: AMROF)
Slide 28: Gas Atomization vs. Plasma Atomization vs. Spheroidization
FOR REFERENCE Gas Atomization vs. Plasma Atomization vs. Spheroidization EIGA Atomization Plasma Atomization Plasma Spheroidization For personal use only Pros Pros Pros • Higher thruput • Widely accepted • Feedstock freedom? • Better yield • Feedstock traceability Cons • Less contamination • Less ex
Slide 29: EIGA Premium More Productive and Efficient
FOR REFERENCE EIGA Premium More Productive and Efficient “ Non-contact EIGA is the industry standard for reactive and refractory materials” ‒ D r. M a r k B e n e d i c t , P h D S e n i o r Scientist, AFRL For personal use only EIGA Performance Specifications EIGA Premium Highlights EIGA Premium EI