Slide 1: Investor Webinar Presentation
ASX Announcement 27 October 2025 Investor Webinar Presentation Elsight Limited (ASX: ELS) (‘Elsight Ltd’, ‘Elsight’ or ‘the Company’) is pleased to invite the public to the 2025 third-quarter results webinar scheduled for Wednesday, October 29, 2025, at 4:30 pm. A new company presentation is below.
Slide 2: Unlocking the Future of Uncrewed Connectivity
Elsight Limited (ASX:ELS) Unlocking the Future of Uncrewed Connectivity Investors ' presentation, October 2025
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 the unmanned defence market, followed by expansion of sales through a “design-win” strategy › Proprietary, world-leading connectivity solution for Beyond Visual Line of Sight (BVLOS) unmanned systems that offers unhindered freedom of maneuver anywhere,
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 3Q CY25 results highlight the scalability and acceleration of Elsight’s business model. US$157 M pipeline expected to drive high margin sales ongoing growth over 2025 and 2026 Revenue Growth (US$M) Operating Cashflow (US$M) $25.0 $23.7 $15.0 $11.5 $20.0 $10.0 $15.0 $13.5 $5.0
Slide 7: Rapid Profitable Growth
Rapid Profitable Growth Zoom into the last 4 shows consistent steady growth QoQ Revenue Growth (US$M) $10.0 $9.0 $8.7 $8.0 $7.0 $6.0 $5.0 $4.0 $3.8 $3.0 $2.0 $1.0 $1.0 $0.5 $0.0 4Q24 1Q25 2Q25 3Q25 Quarterly Revenue Source › Unaudited numbers from the company accounts
Slide 8: Accelerating Commercialisation
Accelerating Commercialisation
Slide 9: Strong Global Tailwinds in Commercial and Defence Uncrewed Market
Strong Global Tailwinds in Commercial and Defence Uncrewed Market Continued increasing demand and new regulatory mandates that accelerate both defence and commercial UAV sectors Booming Global Defence Budgets Estimates from several research NATO members' defence expenditure as a % of GDP institutes
Slide 10: Introducing 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 11: 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 12: 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 13: Pipeline of Realisable Opportunities
Pipeline of Realisable Opportunities Identified Opportunity › US$157M pipeline of opportunities built with limited investment in $157 m (Identified opportunity within ELS sales and marketing capability) › Majority of the revenue acceleration over the next 18–24 months to be defence-driven Qualificat
Slide 14: 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 15: 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 16: 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 17: 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 450,000 hours of operational flight and drive hours across diverse, high-demand environment
Slide 18: Beginning a Parallel Business Unit
Commercialization Strategy Beginning a Parallel Business Unit • 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. • With a new head of business unit t
Slide 19: Outlook & Catalysts
Outlook & Catalysts Expected Upcoming Milestones Elsight is well-positioned to invest sales and marketing › Expansion of sales team to North America and expansion and build on design-win momentum Europe to Accelerate pipeline growth and conversion › Execution of $157m pipeline of opportunities, incl
Slide 20: Appendix
Appendix
Slide 21: 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 22: 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 Growth Product Frontier with Non GNSS Positioning &
Slide 23: 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 24: 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 25: 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 26: 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 27: 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 28: THANK YOU
THANK YOU www.elsight.com IR@elsight.com