Elsight Ltd. · ASX:ELS
Elsight — Investor Presentation (July 2026)
28 slides from Elsight's investor presentation, July 2026
Slide 1: Unlocking the Future of Uncrewed Systems
ELSIGHT LIMITED (ASX:ELS) Unlocking the Future of Uncrewed Systems Q2 CY26 Presentation July 2026 www.elsight.com
Slide 2: Important Disclaimers & Notices
Important Disclaimers & Notices This disclaimer applies to this presentation and the information contained in it (Presentation). By reading this disclaimer you agree to be bound by it. The Presentation has been prepared by Elsight Limited and all related bodies corporate (Company). Not an offer or f
Slide 3: Elsight is building the mission-enablement engine for the uncrewed age
Elsight is building the mission-enablement engine for the uncrewed age E L S IG H T P R O V ID E S T H E C R IT IC A L L A Y E R B E T W E E N O E M D R O N E M A N U F A C T U R E R S & O P E R A T O R S The structural shift to uncrewed systems has a Halo Platform Enabling infrastructure critical g
Slide 4: Delivering secure connectivity, positioning, and real-time data across any network
Delivering secure connectivity, positioning, and real- time data across any network, any domain, anywhere. S T R A T E G IC F O C U S O N U N M A N N E D D E F E N C E , F O L L O W E D B Y S A L E S E X P A N S IO N T H R O U G H A “ D E S IG N - W IN ” S T R A T E G Y Elsight’s flagship product, H
Slide 5: Investment Highlights
Investment Highlights H IG H - M A R G IN S A L E S P IP E L IN E W IT H S U P P O R T IN G S T R U C T U R A L T A IL W IN D S Proprietary world-leading solutions Continuing the positive $168m Pipeline of Realisable High-margin business model; provider for Beyond Visual Line of cash flow and profit
Slide 6: Strong Revenue Growth Quarter over Quarter
Strong Revenue Growth Quarter over Quarter $14.0 QoQ Revenue Growth (US$m) $11.8 $11.6 $12.0 $9.3 $10.0 $8.7 $8.0 $6.0 $3.8 $4.0 $2.0 $1.0 $0.0 1Q25 2Q 25 3Q25 4Q25 1Q26 2Q 26 Quarterly Revenue Source › Unaudited numbers from the company accounts 6
Slide 7: Accelerating Commercialisation
Accelerating Commercialisation
Slide 8: A "Perfect Storm" in Defense & Unmanned Industries
A "Perfect Storm" in Defense & Unmanned Industries 5% DEMAND IS SURGING EXACTLY WHERE ELSIGHT HAS A PROVEN, EMBEDDED SOLUTION 4% › Increasing global defence budgets › Massive increases in defence budgets 3% › Germany committed to a 25% increase in defence spending to €108b (2025:€86b) 2% › UK commit
Slide 9: Halo Approved for U.S. DCMA Blue List
Halo Approved for U.S. DCMA Blue List A P P R O V E D F O R F A S T E R U .S . M IL IT A R Y P R O C U R E M E N T — A T A D E F IN IN G M O M E N T US$75B earmarked for drone & counter-drone in FY2027 4.5x over FY2026 300,000+ unmanned systems targeted by 2027 What this means FY2027 DoW Budget › Ha
Slide 10: Elsight Is the Backbone of Uncrewed Systems
Elsight Is the Backbone of Uncrewed Systems Uniquely positioned to lead a rapidly transforming defence and unmanned market 11
Slide 11: From a single component provider to a unified portfolio
From a single component provider to a unified portfolio E N A B L IN G A L L T E C H N O L O G IE S N E E D E D F O R U N C R E W E D S Y S T E M S T O P E R F O R M T H E IR M IS S IO N S Connectivity Positioning Secure, resilient, Precision multi-layered positioning connectivity & guidance Connect
Slide 12: Autonomous Technological Stack
Autonomous Technological Stack O U R L O N G - T E R M V IS IO N : B E C O M E T H E T IE R 1 O F T H E U N M A N N E D E C O S Y S T E M Mission OS HMI HMI Manual Mission Mission UX/UI NGN DMS Swarm OS Flight Mgmt Planning Mission OS ELSIGHT Hardware Platform OS Platform OS Engines & Batteries FCU
Slide 13: Elsight's core differentiation is simultaneous multi-link bonding
Elsight’s core differentiation is simultaneous multi-link bonding R E A L - W O R L D M IS S IO N S D E M A N D R E S IL IE N C E A C R O S S C H A N G IN G , D E G R A D E D A N D U N P R E D IC T A B L E C O M M U N IC A T IO N E N V IR O N M E N T S Architectural Advantage • P ro p rie ta ry b o
Slide 14: Pipeline of Realisable Opportunities as of 30/06/2026
Pipeline of Realisable Opportunities as of 30/06/2026 Identified Opportunity › US$168M pipeline of opportunities built with limited investment in sales and marketing (Identified opportunity $168 m within ELS capability) › The majority of the revenue acceleration over the next 18–24 months to be defe
Slide 15: Commercialisation Strategy
Commercialisation Strategy E X P A N D IN G D IR E C T S A L E S M O D E L T O E X E C U T E O N H IG H V A L U E D E F E N C E O P P O R T U N IT IE S North America Europe › The U.S. FY2027 DoW budget request totals › NATO defence spending aiming to enhance ~US$1.5 trillion, with approximately US$7
Slide 16: Business Model and Commercialisation Strategy
Business Model and Commercialisation Strategy H IG H - M A R G IN , E M B E D D E D S O L U T IO N S E N A B L IN G C O N N E C T IV IT Y , P O S IT IO N IN G , A N D R E A L - T IM E D A T A S Y S T E M S F O R D E F E N C E P R IM E S A N D O E M S C U S T O M E R S D E V E L O P IN G U N C R E W
Slide 17: Scalable, Capital-light Manufacturing Capacity
Scalable, Capital-light Manufacturing Capacity T H E S M A R T S O F T H E E L S IG H T S Y S T E M A R E IT S P R O P R IE T A R Y A L G O R IT H M S A N D S O F T W A R E T E C H N O L O G Y Ultra-Simple Redundancy Supports Onboarding 13 Elsight Hardware Built-In US$150m Manufacturer Patents Unive
Slide 18: New Business Unit
New Business Unit FROM DEVELOPMENT TO PROOF OF CONCEPT Elsight has a strategic data asset which can be leveraged by AI systems to drive additional products and revenue streams Elsight has captured over 500,000 hours of operational flight and drive hours across diverse, high-demand environments, accu
Slide 19: New Business Unit
New Business Unit FROM DEVELOPMENT TO PROOF OF CONCEPT Established a new business unit dedicated to developing a new product line that builds on the Company’s proven expertise in cellular connectivity, data integration, and real-time fusion technologies. During Q1 2026, the unit advanced from early-
Slide 20: Outlook & Catalysts
Outlook & Catalysts E L S IG H T IS W E L L - P O S IT IO N E D T O B E N E F IT F R O M T H E M A C R O T R E N D S A N D C O N T IN U E T H E R A P ID G R O W T H B U IL T O N D E S IG N - W IN M O M E N T U M Key Recent Expected Upcoming Milestones Achievements › Record high quarterly revenue of
Slide 21: Appendix
elsight Appendix
Slide 22: Competitive Landscape
Competitive Landscape E L S IG H T IS W E L L - P O S IT IO N E D W IT H A F U L L - S U IT E P R O D U C T A N D C A P A B IL IT Y O F F E R IN G F O R C U S T O M E R S BVLOS Example of Solution Link resiliency Optimal SWaP Security Bandwidth Compatible Company RF None Partial Partial Partial None
Slide 23: Design-win Strategy
Design-win Strategy S T R A T E G IC IN V E S T M E N T IN T O G R O W T H C U S T O M E R S T O R A P ID L Y S C A L E E L S IG H T S A L E S Elsight has positioned Halo as a core embedded communications solution in a wide range of high-growth drone platforms at early development stages › Halo is d
Slide 24: Board & Senior Management
Board & Senior Management E X E C U T IN G O N G R O W T H S T R A T E G Y A N D C A P IT A L E F F IC IE N T O P E R A T IN G M O D E L Major General (ret) Ami Shafran Yoav Amitai Non-Executive Chairman CEO • Former Head of Israeli Defence Force Information and • 8 years with ELS (previously COO &
Slide 25: Key Risks
Key Risks This section comments on the risks associated with an investment in Elsight Ltd (Elsight) and in connection with the Placement and the associated transaction outlined in this presentation. Like any investment, there are risks associated with an investment in Elsight's shares. This section
Slide 26: Key Risks (continued)
Key Risks (continued) Elsight’s proprietary edge lies in its AI-driven multi-link bonding and communication technologies. The company’s ability to maintain its technological lead and INTELLECTUAL PROPERTY enforce IP protections is critical to its market position. If competitors successfully replicat
Slide 27: Glossary
Glossary BVLOS – BEYOND Drone or UAS operations when the remote pilot (or visual observer) cannot maintain unaided visual contact with the aircraft. This raises additional VISUAL LINE OF SIGHT safety/regulatory requirements because you cannot “see” the drone the whole time. A proposed (in the U.S.)
Slide 28: Thank you
Thank you www.elsight.com ir@elsight.com