6K Additive, Inc. · ASX:6KA
6K Additive — Q2 FY2026 Earnings Presentation
25 slides from 6K Additive's earnings presentation, Jul 28, 2026
Slide 1: FY26 Q2 Results Investor Webinar
For personal use only 6K ADDITIVE, INC FY26 Q2 Results Investor Webinar July 2026
Slide 2: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER This presentation (Presentation) is provided by 6K Additive, Inc. (6KA or the Company) to provide summary Not financial product advice information about 6KA and its activities as at the date of this Presentation and statements in this Presentation are Reliance should no
Slide 3: Agenda and Presenters
6K A D DITIV E | BUS INESS & TEAM AGENDA AND PRESENTERS For personal use only 1. GROUP OVERVIEW Frank Roberts CEO 2. Q2 2026 QUARTER HIGHLIGHTS 3. DIVISIONAL HIGHLIGHTS 4. EXPANSION PLAN Jonathan Wolak CFO 5. FINANCIAL PERFORMANCE © 2026 6K Additive Proprietary and Confidential 3
Slide 4: About 6K Additive
ABOUT 6K ADDITIVE 6K Additive is a U.S. producer of high-performance materials for mission critical applications. For personal use only Using exclusive UniMelt® plasma technology and proprietary processes, 6K Additive converts recycled domestic scrap into high-value materials, reducing reliance on i
Slide 5: Strong Traction Today. Built for the Markets of Tomorrow.
6K A D DITIV E | MARK ET D IFFERENTIATI ON STRONG TRACTION TODAY. BUILT FOR THE MARKETS OF TOMORROW. AT A GLANCE Differentiated technology. Diversified markets. Scalable growth. For personal use only ~US$28M COMPETITIVE ADVANTAGE LARGE & HIGH-VALUE MARKETS 2026 ANUALISED • UniMelt technology drives
Slide 6: Q2 2026 Quarter Highlights
For personal use only Q2 2026 QUARTER HIGHLIGHTS
Slide 7: Q2 Highlights: Strong Execution. Scalable Growth.
6K A D DITIV E | Q2 20 26 HI GH LI GH TS STRONG EXECUTION. SCALABLE GROWTH. Record performance across operations and finance drives momentum and expansion. REVENUE DIVERSIFIED DEMAND STRONG BALANCE EXPANSION BUILT IN AMERICA GROWTH 100+ customers across SHEET ADVANCING Powering U.S. innovation For p
Slide 8: Expansion Plan
For personal use only EXPANSION PLAN
Slide 9: US$45M Campus Expansion Underway
6K A D DITIV E| STRATEGI C PA RTNERSH IP S US$45M CAMPUS EXPANSION UNDERWAY Scaling capacity and ability to meet demand Q2 EXPANSION MILESTONES For personal use only ✓ Major construction contracts awarded ✓ Primary production furnace ordered ✓ Power infrastructure secured ✓ Long-lead equipment procu
Slide 10: Divisional Highlights
For personal use only DIVISIONAL HIGHLIGHTS
Slide 11: Powder Segment
6K A D DITV E | D IVI SIONA L OV ERV IEW POWDER SEGMENT Delivering Strong Revenue and Order Growth For personal use only US$5.0M +25% +63% US$10.3M Q2 REVENUE QoQ GROWTH YoY GROWTH BACKLOG DEMAND DRIVERS ✓ Titanium powder sales increased 67% QoQ ✓ Refractory powder demand increased ~500% QoQ ✓ Nicke
Slide 12: Alloy Segment
6K A D DITV E | D IVI SIONA L OV ERV IEW ALLOY SEGMENT Deliver Continued Revenue Growth and Strong Forward Orders For personal use only US$2.1M 62% +66% US$1.6M Q2 REVENUE YoY GROWTH H1 GROWTH BACKLOG DEMAND DRIVERS ✓ Strong demand from North American aluminium producers ✓ Continued zirconium demand
Slide 13: Government Support
For personal use only GOVERNMENT SUPPORT
Slide 14: Continued Support from U.S. Government
6K A D DITIV E| STRATEGI C PA RTNERSH IP S CONTINUED SUPPORT FROM U.S. GOVERNMENT FUNDING EXPANSION VALIDATION STRATEGIC ENGAGEMENT For personal use only US$23.4M 6,000+ MT/YR US$3.9M EXIM Chairman Visit DPA GRANT CAPACITY DLA PROGRAM John Jovanovic Construction Defense Logistics Agency Final docume
Slide 15: Financial Performance
For personal use only FINANCIAL PERFORMANCE
Slide 16: 2026 Q2 Financial Results
6K A D DITIV E | FINA NCI AL PERFORMA NCE 2026 Q2 FINANCIAL RESULTS CASH FLOW STATEMENT (US$'000) Q2 2026 Q1 2026 Revenue Growth: Record quarterly revenue of US$7.1M Receipts from customers 5,947 6,593 For personal use only delivered an annualised revenue run-rate of Product manufacturing & operatin
Slide 17: Use of Funds
6K A D DITIV E | FINA NCI AL PERFORMA NCE USE OF FUNDS USE OF FUNDS (US$M) ACTUAL PROSPECTUS TOTAL CAPITAL AVAILABLE US$M DPA Title III Grant 13.7 For personal use only • Melt and Powder Expansion Buildings 0.8 8.5 EXIM Bank Loan 27.4 • Personnel/Engineering/Facilities 0.5 4.4 Net Cash Position 22.1
Slide 18: 2026 Momentum Summary
6K A D DITIV E| SUMMA RY 2026 MOMENTUM Demand continues to outpace capacity, with the Burgettstown 6KA campus expansion, strong liquidity position, and growing government support providing a clear pathway for the next phase of growth. For personal use only POSITIONED FOR SCALE • US$22.1M cash EXPANS
Slide 19: Thank You For Your Time, Any Questions?
For personal use only THANK YOU FOR YOUR TIME, ANY QUESTIONS? Frank Roberts Jonathan Wolak Chief Executive Officer Chief Financial Officer Email: FRoberts@6KAdditive.com Email: jwolak@6KAdditive.com 6K Additive, Inc http://www.6kadditive.com/ www.linkedin.com/company/6k-additive/
Slide 20: Appendix
For personal use only APPENDIX
Slide 21: Supply Chain Versatility and Cost Advantages
6K A D DITIV E | G ROUP OVERV IEW SUPPLY CHAIN VERSATILITY AND COST ADVANTAGES SCRAP MARKET AVAILABILITY PRIMARY SOURCES OF SCRAP • Aerospace high buy-to-fly ratios • Aerospace and defense and industrial For personal use only across Ti and Ni generate vast customers need to dispose of both SCRAP SUI
Slide 22: Unique, Versatile, Efficient, High-Yield Productivity
6K A D DITIV E | G ROUP OVERV IEW UNIQUE, VERSATILE, EFFICIENT, HIGH-YIELD PRODUCTIVITY UNIMELT (PL ASM A TEC HN OLOGY) BROADEST ALLOY SET • Industry leading yields of 85-95% across broad alloy range 3500 For personal use only • Significantly improves yields across all conventional atomisation route
Slide 23: World Class Board of Directors to Lead into IPO
6K A D DITIV E | AP PENDI X World class board of directors to lead into IPO For personal use only David Seldin Frank Roberts Grant Lukey James Walker Jeffrey Green Magnus Rene Chairman CEO Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Washington-based Pi
Slide 24: Proprietary Processes
6K A D DITIV E | A PP END IX PROPRIETARY PROCESSES PROCESS/FLOW PRODUCT APPLICATIONS KEY ADVANTAGES For personal use only POWDER (65% of revenue targeting 80%) REMELT PREP UNIMELT/ATOMIZER POST PROCESS PREMIUM POWDER 3D PRINTING UNIMELT DRIVES HIGHER YIELD SPHEROIDIZATION Wider tuneable particle siz
Slide 25: UniMelt and VIGA in Production Facility
6K A D DITIV E | A PP END IX UNIMELT AND VIGA IN PRODUCTION FACILITY UNIMELT VIGA For personal use only UniMelt® Atomiser production cell in Hayward, CA © 2026 6K Additive Proprietary and Confidential 25