Aluula Composites Inc · TSXV:AUUA
Aluula Composites — Q3 2026 Earnings Presentation
29 slides from Aluula Composites's earnings presentation, Sep 22, 2026
Slide 1: Sustainable materials for a stronger future
Investor Relations – Q3 September 2026 | TSXV: AUUA | OTC: AUUAF Sustainable materials for a stronger future © 2026 ALUULA Composites Inc.| ©2026 ALUULA Composites Inc. | 1 Photo: Arc’Teryx.
Slide 2: Forward-Looking Information
Forward-Looking Information The information contained in this presentation has been prepared by ALUULA Composites Inc. (“ALUULA” or the Forward-looking information is subject to known and unknown risks, uncertainties and other factors that could cause actual “Company”) for information purposes only.
Slide 3: ALUULA at a glance
Key Numbers ALUULA at a glance $7.9M $7.9M $0.8M FY2025 Revenue YTD Q3 2026 Revenue YTD Commercial • +58% YoY • Full prior-year revenue Industrial Revenue achieved in nine months • +150% YoY • 10.4% of YTD Revenue ALUULA is a next-generation composite materials company manufacturing the $12.6M ~32%
Slide 4: ALUULA Q3 2026 Highlights
ALUULA Q3 2026 Highlights Q3 2026 Highlights $2.5M 90/10 $12.6M Q3 channel mix Revenue Performance sport / Cash balance Commercial Industrial +16% YoY Funds Vancouver build-out -19% QoQ vs 91/9 in Q3 2025 YTD 90/10 vs 93/7 prior year Third Quarter 2026 Revenue of $2.5 Million, Up 16% Year-Over-Year;
Slide 5: Company History
Company History ALUULA began with a question: why does every high-performance composite fabric rely on adhesives that eventually fail? Peter Berrang, a chemist and serial entrepreneur, spent years pursuing a different answer. Richard Myerscough, an ex-Olympic windsurfer who had built Ocean Rodeo int
Slide 6: Market Overview US$60B
Market Overview ALUULA’s adhesive-free fusion process is a platform technology with applications across a US$60B global US$60B composites market Global composites market, growing at ~9% CAGR • One process, many markets. The same patented fusion technology that dominates wind sports applies directly
Slide 7: ALUULA's Product Suite & Market Overview
ALUULA’s Product Suite & Market Overview ©2026 ALUULA Composites Inc. | 7
Slide 8: What makes ALUULA different?
What makes ALUULA different? Engineering critical composite fabrics that advance performance frontiers for industrial and consumer users Patented and adhesive-free 8x Stronger than steel for equivalent weight Ultra-light and durable No-sew construction Recyclable at the end of life & Waterproof UV r
Slide 9: 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. ALUU
Slide 10: ALUULA's Product Offerings
ALUULA’s Product Offerings No-sew construction possible for all applications 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 & Packs • Sails • Sailin
Slide 11: ALUULA Moat
High Performance & High Performance & Low Sustainability High Sustainability ALUULA Moat Protected by IP and trade secrets ALUULA materials enable new construction techniques (like no sew) 4 not possible with other materials Developed brand equity with well- known brand partners with “ALUULA inside”
Slide 12: Customers & Verticals
Customers & Verticals ©2026 ALUULA Composites Inc. | 12
Slide 13: ALUULA Materials: A Critical Ingredient in 3rd Party Products
ALUULA Materials A Critical “Ingredient” in 3rd Party Products Structural Skin Primary Strength Durable Load-Bearing Frame Our composite fabrics are engineered into the structural core of products across multiple-end markets – creating long design cycles, high switching costs and durable repeat reve
Slide 14: ALUULA's Current Focus Areas
ALUULA’s Current Focus Areas ALUULA application opportunities are endless Our primary focus remains on performance outdoor, including: Windsports (includes sailing) Packs & Tents Apparel & Footwear With growing interest in commercial industrial: Wind Power / Commercial shipping Inflatables Defense S
Slide 15: Case Studies
Case Studies Three verticals. One platform. Proven commercial outcomes. TECHNICAL OUTDOOR WIND SPORTS COMMERCIAL / INDUSTRIAL Arc'teryx Alpha SL Pack Duotone Evo D/LAB Kite Airseas Seawing The Ingredient Brand Model in Market The Market Impact of the Material The Commercial Vertical Opportunity • Ar
Slide 16: Q3 Media Coverage Highlights
GROWTH Q3 Media Coverage Highlights DB x PMO: Garage Grown Gear: CORE: GONE FISHING Lost Ponies Ultralight ALUULA Gear: Small Pace Pro 2: Controlled Extremes for Gear, Deep Thought Modern Big Air "Central to the collection is ALUULA® Graflyte , a lightweight composite material engineered for "It is
Slide 17: Accelerating Brand Partnerships
Accelerating Brand Partnerships Extensive growth in ALUULA-enabled products launched by partner brands from 2020 to today, with many more to come WIND SPORTS Kites, Wings & Sailing T E C H N IC A L O U T D O O R Packs, Tents, Apparel & Gear C O M M E R C IA L & I N D U S T R I A L Shipping, Inflatab
Slide 18: Deep Sales Funnel Across All Development Stages
Deep Sales +20 Brands STAGE Funnel Across All with products in market today 4 Development Stages Product in Market STAGE 3 • Deep, multi-stage sales funnel with 100+ active +10 Brands customers Active in Stage 3 Commercialization & Bulk Orders • Structured customer conversion from paid samples → R&D
Slide 19: Planned Growth & Financials
Planned Growth & Financials ©2026 ALUULA Composites Inc. | 19
Slide 20: Manufacturing Expansion Underway
Manufacturing Expansion Underway $14.1M Raised February 2026 — Capital Deployment Plans • New Manufacturing facility: Lower Mainland, 1.5m width, driving to be operational by the end of this fiscal year and working towards 10x our current annual production capacity • 1.5m width rolls: Delivers ~15%
Slide 21: Growth Strategy
Scale Production Growth 1 New manufacturing facility resolves the backlog and enables proactive selling for the first time Strategy 2 Expand Verticals Five drivers powering the next phase Commercial shipping, defense, and aerospace become accessible at 1.5m roll width of growth. Each builds on the m
Slide 22: Accelerating Sales & Gross Margin
Accelerating Sales & Gross Margin Sales Growth (C$ Millions) • Q3 2026 revenue of $2.5m, up 16% YoY brings YTD 2026 revenue to $7.9m, up 58% already Sales Gross Margin 50% matching full-year FY2025 revenue. $3.5m 45% • Quarterly results may vary based on the $3.0m 40% timing of customer orders, prod
Slide 23: Sales by Channel
Sales by Channel Performance Outdoor | Commercial Industrial ALUULA continues to diversify sales channels and is seeing growth in key vertical markets such as packs and bags as well as in the commercial and industrial applications. Performance Outdoor 52% Increase* Delivered materials to 17 new cust
Slide 24: Investing Ahead of Scale
Investing Ahead of Operating Expenses as a % of Revenue Scale (C$ Millions) • Operating expenses fell from 76% of revenue in FY2022 to 55% in FY2025, demonstrating the Revenue OPEX as % of Revenue operating leverage in the model as volumes scale • YTD Q3 2026 OPEX at 57% of revenue (Q3 2026: 58%) $9
Slide 25: Leadership
Leadership ALUULA’s leadership combines deep materials science expertise, proven ingredient brand Insider ownership ~32% experience, and capital markets execution, supported by an advisory team that includes the former President of the world’s leading competing technology. MANAGEMENT Sage Berryman T
Slide 26: Leadership
Leadership ALUULA’s leadership combines deep materials science expertise, proven ingredient brand Insider ownership ~32% experience, and capital markets execution, supported by an advisory team that includes the former President of the world’s leading competing technology. BOARD OF DIRECTORS Peter G
Slide 27: Capital Structure
Capital Dilutive Securities Exercise Price C$ TSXV: AUUA C$ Structure Warrants(1) 3,433,191 $6.18 Share Price – September 22, 2026 $3.90 Cash & Debt as Options(2) Shares Outstanding(2) 30,983,185 $1.50 reported with Q3 2,964,444 2026 results Market Cap $120,834,422 Fully Diluted Shares 37,380,820 Ou
Slide 28: In Summary
ALUULA is a rare combination — a patented materials technology In Summary with proven commercial traction, an ingredient brand model with structural customer loyalty, and a funded expansion that sets up the next stage of growth. World’s lightest, strongest, and fully recyclable composite fabric Pate
Slide 29: Thank you
Investor Relations – Q3 September 2026 | TSXV: AUUA | OTC: AUUAF Thank you ir@aluula.com © 2026 ALUULA Composites Inc. 29 ©2026 ALUULA Composites Inc. |