Slide 1: Investor Webinar Presentation
ASX Announcement 23 July 2025 Investor Webinar Presentation Elsight Limited (ASX: ELS) (‘Elsight Ltd’, ‘Elsight’ or ‘the Company’) is pleased to invite the public to the 2025 first half results webinar scheduled for today (Wednesday), July 23, 2025, at 3:00 pm. A new company presentation is below. A
Slide 2: Capital Raising Presentation
Elsight Limited (ASX:ELS) Capital Raising Presentation July 2025 Unlocking the Future of Uncrewed Connectivity
Slide 3: Important Disclaimers and Notices
Important Disclaimers and 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
Slide 4: Executive Summary
Executive Summary Immediate strategic focus on drone defence market followed by expansion of sales through “design-win” strategy › Proprietary, world-leading connectivity solution for Beyond Visual Line of Sight (BVLOS) unmanned systems that offers unhindered freedom of maneuver anywhere, anytime, w
Slide 5: Investment Highlights
Investment Highlights High-margin sales pipeline with supporting structural tailwinds Proprietary world-leading connectivity solution for Beyond Visual Line of Sight (BVLOS) unmanned systems Uniquely positioned to capitalise on growth in unmanned system usage, driven by a surge in global defence bud
Slide 6: Rapid Profitable Growth
Rapid Profitable Growth 1H CY25 results highlight strengths of Elsight’s business model. US$151M pipeline expected to drive high margin sales ongoing growth over 2025 and 2026 $20 Revenue Growth (US$M) Revenue Growth (US$M) Operating Cashflow (US$M) $16.25 $16.25 $5.95 $6.0 $6.0 $5.95 $15 $15.0 $4.0
Slide 7: Accelerating Commercialisation
Accelerating Commercialisation
Slide 8: Strong Global Tailwinds in Commercial and Defence Uncrewed Market
Strong Global Tailwinds in Commercial and Defence Uncrewed Market Global budgets, accelerated adoption, rising demand and regulatory tailwinds Booming Global Defence NATO members' defence expenditure as a % of GDP Budgets Global military expenditure 5% reached $2.7 trillion USD in CY24, the highest
Slide 9: Introducing Elsight Halo
Introducing Solution Halo Elsight Halo › The only multi-link solution intelligently bonding all available communications networks to a single pipe: › Cellular (5G/LTE private/public), Radio (MANET/RF), Satellite (SATCOM) Need › Proprietary software algorithms utilize the entire spectrum of frequenci
Slide 10: The Impact
The Impact Reliable, long-distance, real-time data transmission for UAS and UAV Key Enabler for Unmanned Systems ➢ Expanded successful mission range ➢ UAV operators to control the mission from a remote, safe HQ ➢ Management and control of a fleet of unmanned vehicles simultaneously ➢ Uninterrupted l
Slide 11: Business Model and Commercialization Strategy
Business Model and Commercialization Strategy High-margin, embedded communications systems for defence primes and OEMs customers developing UAS platforms Elsight is positioning Halo as a › One-time revenue from the initial sale of the Halo system core embedded Halo System Sale › Includes Halo Hardwa
Slide 12: Defence Case Study
Defence Case Study Total of US$14.7M secured in 1H ’25 from European Defence OEM 20 9 29 4 2H March April May June 2024 2025 2025 2025 2025 Contract highlights 80% gross margin Constant ongoing $108K $300K $4.3M $5.35M $5.1M 40% down payment in discussion for further contract signature/ order expans
Slide 13: Commercial Case Study
Commercial Case Study Growing use case of drones as a first responder (DFR) to solve the human resources challenge Case Study Wins for Elsight 80% gross margin December Q1 2024 2025 40% down payment in contract signature/ order received Company Information U.S.-based company specialising in public s
Slide 14: Pipeline of Realisable Opportunities
Pipeline of Realisable Opportunities Identified Opportunity › US$151M pipeline of opportunities built with limited investment in $151.1 m (Identified opportunity within ELS sales and marketing capability) › Majority of the revenue acceleration over the next 18–24 months to be defence-driven Qualific
Slide 15: Commercialization Strategy
Commercialization Strategy Expanding direct sales model to execute on high value defence opportunities Europe › NATO defence spending aiming to enhance capabilities in; unmanned systems, artificial intelligence, and North counter-drone technologies, reflecting lessons learned from recent conflicts A
Slide 16: Scalable, Capital-light Manufacturing Capacity
Scalable, Capital-light Manufacturing Capacity The smarts of the Elsight system are its proprietary algorithms and software technology Ultra-Simple Hardware – Universally Manufacturable Hardware intentionally designed for simplicity, allowing virtually any qualified electronics manufacturer to produ
Slide 17: Technology Roadmap
Technology Roadmap Opportunities to leverage existing data and platforms Elsight’s development roadmap is designed to evolve the Halo from a premium connectivity system into a central platform for intelligent, secure, uncrewed operations — unlocking recurring revenue streams, third-party integration
Slide 18: The Era of Reliable Structured DATA to Leverage AI Algorithms
The Era of Reliable Structured DATA to Leverage AI Algorithms Elsight has a strategic data asset which can be leveraged by AI systems to drive additional products and revenue streams Elsight has captured over 400,000 hrs of operational flight and drive hours across diverse, high-demand environments,
Slide 19: Outlook & Catalysts
Outlook & Catalysts Expected Upcoming Elsight is well-positioned to invest sales and marketing expansion and build on design-win momentum Milestones 2H CY25 › Expansion of sales team to North America and Europe to accelerate pipeline growth › Execution of $151m pipeline of opportunities, including;
Slide 20: Capital Raising
Ing. Ss hy x \ — ‘ i Capital Ra
Slide 21: Sources & Uses of Funds
Sources & Uses of Funds Investing in dedicated sales and marketing to capitalise swiftly on untapped market opportunities Sales and Marketing ➢ Establish dedicated direct sales team to support pipeline of customer Sources A$m (US$m1) opportunities in; Placement $60.0 ($39.0) ➢ United States ➢ Europe
Slide 22: Offer Details
Offer Details Elsight has raised ~A$60.0 million (US$39.0 million) via a Placement ➢ Placement of new fully paid ordinary securities (“New Shares”) to raise up to ~$60.0 million (US$39.0 million) under the Company’s existing placement capacity via ASX Listing Rule 7.1 & 7.1A (“Placement”) Placement
Slide 23: Timetable
Timetable Indicative Capital Raising Timetable Announcement of Capital Raising and Trading Halt Lifted Wednesday, 23 July 2025 Settlement of Placement Monday, 28 July 2025 Allotment of New Shares under the Placement Tuesday, 29 July 2025 The timetable is indicative only and subject to change by the
Slide 24: Appendix
Appendix
Slide 25: Competitive Landscape
Competitive Landscape Elsight is well-positioned with a full-suite product and capability offering for its customers Example BVLOS of Solution Link resiliency Optimal SWaP Security Bandwidth Compatible Company RF None Partial Partial Partial None Satellite Partial None Partial None Partial Single Ce
Slide 26: Elsight's Growth Strategy
Elsight’s Growth Strategy Current opportunity in defence complemented by medium-term growth in the commercial drone market and ongoing growth coming from new product development Horizon 3 Market and Platform & Market Expansion – Unlocking the Next Product Growth Frontier Expansion Horizon 2 Commerci
Slide 27: Design-win Strategy
Design-win Strategy Strategic Investment into growth customers to rapidly scale Elsight sales ➢ 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 deeply integrated through rigorous testing and v
Slide 28: Design-win Customer Examples
Design-win Customer Examples Strategic Investment into growth customers to rapidly scale Elsight sales Company Information: A global aerospace Company Information: Flock Safety provides Company Information: Largest Japanese and defense leader, Lockheed Martin is heavily a comprehensive, maintenance-
Slide 29: Inroad with Top US Prime Contractors
Inroad with Top US Prime Contractors 2025 Northrop Grumman Technology Accelerator From a pool of over 225 leading tech innovators, only 8 companies were selected, and Elsight is among them! The prestigious Northrop Grumman Technology Accelerator is a program designed to empower the next generation o
Slide 30: Board & Senior Management
Board & Senior Management Executing on growth strategy and capital efficient operating model Major General (ret) Ami Shafran (Non- Yoav Amitai (CEO) Executive Chairman) ➢ 8 years with ELS (previously COO & CIO) ➢ Former Head of Israeli Defence Force Information ➢ Extensive technical experience by ex
Slide 31: International Offer Jurisdictions
International Offer Jurisdictions International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares
Slide 32: International Offer Jurisdictions
International Offer Jurisdictions Singapore This document and any other materials relating to the New Shares have not been, and will not be, lodged or registered as a prospectus in Singapore with the Monetary Authority of Singapore. Accordingly, this document and any other document or materials in c
Slide 33: 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 34: 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 Intellectual Property & Competition lead and enforce IP protections is critical to its market position. If competitors success
Slide 35: THANK YOU
THANK YOU www.elsight.com ir@elsight.com