Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (July 2025)
36 slides from Titomic's investor presentation, Jul 25, 2025
Slide 1: Driving Innovation, Securing the Future: Equity Raising Presentation
For personal use only DRIVING INNOVATION, SECURING THE FUTURE EQUITY RAISING PRESENTATION JULY 2025 TITOMIC LIMITED | TTT:ASX 1 NOT FOR RELEASE TO US WIRE SERVICES OR DISTRIBUTION IN THE UNITED STATES
Slide 2: Disclaimer
Disclaimer Important Notice and Disclaimer The information included in this presentation has been provided to you solely for your information and background and is subject to updating, completion, revision and amendment and such information may change materially. Unless required by applicable law or
Slide 3: Disclaimer
Disclaimer Information and liability officers may also communicate independent investment recommendations, market colour or trading ideas and/or publish or express independent research views in respect of those assets, securities or instruments and may at any time hold, or recommend To the maximum e
Slide 4: Who is Titomic?
Who is Titomic? Titomic is leading the future of aerospace and defense manufacturing as well as coating and repair solutions through its world leading cold spray technology Titomic is a leader in the global shift toward localised, high-efficiency production For personal use only Industries ▪ Titomic
Slide 5: Investment highlights
Investment highlights 1 Strategic plan on-track – targeting 2 Favourable tailwinds & expanding 3 Titomic has a unique competitive US$750M revenue by 2030 market opportunities advantage For personal use only ▪ Successful pivot from machine sales to high-margin ▪ U.S. Budget approval of US$1T+ in defe
Slide 6: Strategic plan on-track – targeting US$750M revenue by 2030
1 Strategic plan on-track – targeting US$750M revenue by 2030 For personal use only DEFENSE AEROSPACE OIL & GAS GOVERNMENT & AGENCY Commercial validation: U.S. Defense Primes Maintenance, repair and overhaul (MRO) Accelerating industrial adoption Engagements Boeing: in final phase of Research & Airb
Slide 7: Favourable tailwinds & expanding market opportunities
2 Favourable tailwinds & expanding market opportunities Scaling across high-growth strategic sectors, driven by rising commercial demand US$5B Serviceable addressable market expanded For personal use only KEY SECTORS DESCRIPTION CAGR MARKET SIZE KEY PROGRAMS / OPPORTUNITIES Substituting casting/forg
Slide 8: Favourable tailwinds & expanding market opportunities (cont’d)
2 Favourable tailwinds & expanding market opportunities (cont’d) Innovative solutions across critical industries, supported by global defense budgets Supported by: US$1T 5% A$270B For personal use only Defense Budget GDP Target Defense Review ESTIMATED COLD SPRAY ADDITIVE MANUFACTURING (COLD SPRAY A
Slide 9: Titomic has a unique competitive advantage
3 Titomic has a unique competitive advantage Team of skilled engineers with deep knowledge in cold spray technology For personal use only Secured U.S. domestic titanium supply Dedicated leadership, sales and engineering teams with deep defense, aerospace and energy sector expertise Continuous innova
Slide 10: Multiple sources of additional funding
4 Multiple sources of additional funding ▪ Netherlands, €800k R&D grant: Dutch Ministry of Economic Affairs’ 3D PK project supporting Cold Spray AM process development (secured and active) For personal use only ▪ U.S. US$24M Office of Strategic Capital (OSC) loan: Loan via The OSC to provide further
Slide 11: Experienced leadership and senior advisory team with broad expertise
5 Experienced leadership and senior advisory team with broad expertise BOARD OF DIRECTORS LEADERSHIP TEAM SENIOR ADVISORY TEAM For personal use only Chris Myers Michael Kirkpatrick President, Global Resource Chairman of DESE Research, Advisors; Former Vice President, Inc., Huntsville, Alabama Lockhe
Slide 12: Proven track record of executing on company strategy
6 Proven track record of executing on company strategy Progress since October 2024 fundraising ▪ Validated by Tier 1 primes: Commercial traction ▪ Leadership team enhanced: Key appointments to For personal use only established through active engagements and signed core management team and advisory g
Slide 13: Equity Raising Overview
For personal use only 02 EQUITY RAISING OVERVIEW
Slide 14: Equity raising overview
Equity raising overview DETAILS OF THE EQUITY RAISING For personal use only ▪ Titomic is undertaking a non-underwritten placement to raise approximately A$50 million through the issuance of 201.4 million new fully paid ordinary shares (New Shares) under the Company's existing placement capacity in a
Slide 15: Sources and uses of funds
Sources and uses of funds Offer proceeds will be used to accelerate Titomic’s expansion through to target cashflow breakeven during 2027 SOURCES OF FUNDS A$M For personal use only Cash balance (as at 30-Jun-25) 9 Technical hires to support production ramp-up Proceeds from Placement 50 ▪ Expansion of
Slide 16: Timetable
Timetable EVENT DATE (2025) For personal use only Trading halt and announcement of the Placement Thursday, 24 July Placement bookbuild Thursday, 24 July Announcement of outcome of the Placement Friday, 25 July Trading halt lifted – trading resumes on the ASX Friday, 25 July Settlement of New Shares
Slide 17: Appendix A: Supporting Materials
For personal use only APPENDIX A: SUPPORTING MATERIALS
Slide 18: Near-term catalysts
Near-term catalysts CATALYST TIMING For personal use only Various R&D and commercial announcements in military and space Q3 / Q4 25 Northrop Grumman demonstration Sep 25 Woodside Energy / Monadelphous D623 lease and testing Q3 / Q4 25 Airbus pilot Q4 25 Initial project, Tier 1 Prime Q4 25 DNV certif
Slide 19: Offering diverse, versatile cold spray systems
Offering diverse, versatile cold spray systems Titomic offers the world’s largest and most diverse product line of cold spray systems, offering novel capabilities for many industries, including systems for handheld coatings and repairs, all the way through to advanced additive manufacturing for aero
Slide 20: Attractive business model
Attractive business model Titomic is pivoting toward services & recurring revenue For personal use only ▪ Manufacturing, leasing and services: Full service offering of low, medium and high-pressure cold spray solutions TKF 1000 ▪ Powder supply: Certified cold spray materials ▪ Training & technical s
Slide 21: Pathway to US$750M revenue by 2030
Pathway to US$750M revenue by 2030 FY25 | Demonstration & Validation REVENUE BY BUSINESS SEGMENT1 ✓ Northrop: missile chamber and warhead demo (Q3/Q4) Defense & Aerospace Oil & Gas & Maritime ✓ Airbus MRO pilot and Lufthansa system orders For personal use only MRO / Aviation Machine Sales & Other ✓
Slide 22: Illustrative program revenue profile
Illustrative program revenue profile DEFENSE / AEROSPACE TIER 1 PRIME Staged development and manufacturing program1 Illustrative revenue For personal use only R&D Proof of Concept Qualification LRIP Full Production Q1 Year 1 Q2 Year 1 Q3 Year 1 Q4 Year 1 H1 Year 2 H2 Year 2 1H Year 3 2H Year 3 Year
Slide 23: Illustrative program revenue profile
Illustrative program revenue profile MRO OPPORTUNITY Coating and repair roll-out to multi-national adopting Titomic D-Series systems with significant MRO network1 Illustrative revenue For personal use only R&D Pilot MRO MRO (owned) (affiliate) 1H Year 1 2H Year 1 1H Year 2 2H Year 2 Year 3 Year 4 Ye
Slide 24: Defense market opportunity
Defense market opportunity USA UK / Europe Australia DEFENSE BUDGET: US$850B+ ANNUALLY DEFENSE BUDGET: US$600B+ ANNUALLY DEFENSE BUDGET: A$270B THROUGH 2030 For personal use only REVENUE POTENTIAL: US$300M-US$500M REVENUE POTENTIAL: US$100M REVENUE POTENTIAL: A$150M-A$250M STRATEGIC ADVANTAGES ADDRE
Slide 25: Coating and repair market
Coating and repair market Oil & Gas Energy, Maritime, MRO For personal use only MARKET SIZE: US$60B+ ANNUALLY MARKET SIZE: >US$100B GLOBAL MARKET REVENUE POTENTIAL: US$50M-US$100M ANNUALLY REVENUE POTENTIAL: US$300M-US$500M MARKET CATALYSTS FOCUS AREAS 12-month field trials completed; new lease star
Slide 26: Appendix B: Key Risks
For personal use only APPENDIX B: KEY RISKS
Slide 27: Key risks
Key risks COMPANY SPECIFIC RISKS A list of the key risk factors affecting the Company is provided below. The occurrence of any one of the risks below could adversely impact the Company’s operating and financial performance and prospect. FAILURE TO ATTRACT The success of the Company’s business relies
Slide 28: Key risks (cont’d)
Key risks (cont’d) REGULATION AND The Company is subject to regulation relating to export control compliance and quality regulations applicable to the manufacture of its products and various reporting regulations. COMPLIANCE RISK There can be no guarantee that the regulatory environment in which the
Slide 29: Key risks (cont’d)
Key risks (cont’d) DEVELOPMENT RISKS The Company is currently investing into new research and development initiatives and new technologies. While the consolidated entity is not presently aware of any potential problems, the commerciality of new technologies and products based on innovative and new t
Slide 30: Key risks (cont’d)
Key risks (cont’d) GENERAL RISKS PRICE OF SHARES The Company is subject to general market risk that is inherent in all securities listed on a stock exchange. This may result in fluctuations in the share price that are not explained by For personal use only the Company’s fundamental operations and ac
Slide 31: Key risks (cont’d)
Key risks (cont’d) ESG RISKS The Company is exposed to risks resulting in changes to legal or regulatory requirements around ESG issues. ESG issues have had increasing focus and where the Company is required to meet or implement certain ESG standards, it could have adverse effect on the business, fi
Slide 32: Key risks (cont’d)
Key risks (cont’d) STRATEGIES There are no limits on strategies that the Company may pursue. The strategy may evolve over time for reasons including but not limited to, market developments and trends, technical challenges, the emergence of new or enhanced technology, changing regulation and/or indus
Slide 33: Appendix C: International Offer Restrictions
For personal use only APPENDIX C: INTERNATIONAL OFFER RESTRICTIONS
Slide 34: International Offer Restrictions
International Offer Restrictions This document does not constitute an offer of new ordinary 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 may not be offered or sold, in any country outsid
Slide 35: International Offer Restrictions (cont’d)
International Offer Restrictions (cont’d) 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 materi
Slide 36: Titomic offices and contact details
For personal use only TITOMIC USA – GLOBAL HEADQUARTERS 15091 AL Highway 20 Madison, AL 35756 TITOMIC 1/371 Ferntree Gully Road Mount Waverley, Victoria 3149, Australia TITOMIC EUROPE It Vegelinskampke 9a 8491 PD Akkrum, The Netherlands info@titomic.com | titomic.com TITOMIC LIMITED | TTT:ASX 36