Titomic Ltd · ASX:TTT
Titomic — Investor Day (March 2026)
45 slides from Titomic's investor day presentation, Mar 12, 2026
Slide 1: Titomic Investor Day in Huntsville Alabama (ASX Announcement)
ASX Announcement March 12, 2026 Titomic Investor Day in Huntsville Alabama HUNTSVILLE, AL – Titomic Limited (ASX: TTT), a global leader in cold spray additive manufacturing utilizing its Titomic Kinetic Fusion™ technology, is pleased to announce it hosted investors and community leaders for its Inve
Slide 2: Stay Connected
Stay Connected Receive ASX announcements and company updates directly to your inbox, access video summaries, and take part in Q&A sessions with Titomic. Sign up to our Investor Hub via investors.titomic.com INVESTOR CONTACT MEDIA CONTACT Geoff Hollis Dr. Patti Dare Titomic Titomic Chief Financial Of
Slide 3: Investor Day Presentation
For personal use only Investor Day Presentation MARCH 11, 202 6 | H UN TSVIL LE, AL AB AM A T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 4: Dag W.R. Strømme, Executive Chair of the Board
For personal use only Dag W.R. Strømme EXECUT IVE CH AIR OF TH E BOARD T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 5: Our Three Pillars for Success
Our Three Pillars for Success For personal use only Team Strategy Investors The Foundation The Roadmap Our Lifeblood • Grounded in Experience • Clear Path to Value Creation • Clear Alignment of Interest • Relevant Expertise • Manufacturing: Qualification → • Commercial Revenue Growth • Commercial an
Slide 6: The Road to Industrial Production
The Road to Industrial Production TI TOMIC EVOLUTI ON For personal use only Technical Technology Validation Certification & Low Rate Initial Scaled Industrial Development (NASA / DoW / Qualification Production Manufacturing Primes) “We are no longer proving Cold Spray works. We are industrializing i
Slide 7: It Takes a Village
It Takes a Village For personal use only Dag W.R. Strømme Jim Simpson Dr. Patti Dare Honorable Chris Myers Aude Vignelles EXECU TI VE CHA I R OF C EO & MA NA GI NG PRESI DEN T, USA PR E SI DE N T, EM E A PRESI DEN T, APA C TH E BOA RD DI RECT OR Honorable Mira Lt Gen Trey Obering Andy Haueptle Micha
Slide 8: Titomic – Redomiciling to the U.S.
Titomic – Redomiciling to the U.S. Titomic has commenced planning activities to redomicile to For personal use only the U.S. by end 2026 Key Steps • Appoint global advisory team (in progress) • Establish U.S. HeadCo (new Titomic Group parent) • Scheme of Arrangement – Shareholder approval • Scheme o
Slide 9: Enterprise Position & 5-Year Revenue Framework
For personal use only Enterprise Position & 5-Year Revenue Framework JIM SI MPSON | CEO + M AN AGING PART NER T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 10: TKF Long Hose System
TKF LONG HOSE SYSTEM For personal use only T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 11: TKF Through Hole
TKF THROUGH HOLE For personal use only T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 12: From Demonstration to Industrial Production
From Demonstration to Industrial Production For personal use only Research Demonstration Qualification Production 2025–2027 = Qualification 2025 – Proof & Technical Validation 2026 – Qualification Unlock Year Production inflection 2027 – Production Conversion Year Primary enterprise risk: conversion
Slide 13: Technology Adoption Lifecycle
Technology Adoption Lifecycle For personal use only PHASE II PHASE III PHASE IV PHASE I Qualification & Production Recurring Demonstration 2 0 2 5 LRIP Conversion Enterprise Scale 2 0 2 6 2 0 2 7 2 0 2 8 + • Engineering Sows • AS9100 Certification • Multi-year Contracts • ≥60% Recurring Revenue Mix
Slide 14: Three Primary Demand Drivers
Three Primary Demand Drivers TI TOMIC RE VENU E ANCHO RS For personal use only Production at Rate Sustainment & Repair Strategic Programs HIGH THROUGHPUT RECUR RING REVEN UE PLATFORM INTEGRATION • Army Armament Case • Navy Corrosion Repair • Lockheed Hypersonic Programs (~$75M Potential) • Maritime
Slide 15: Five-Year Enterprise Pathway
Five-Year Enterprise Pathway Operational Unlocks Financial Pathway For personal use only 2026 • AS9100 Aerospace Certification ≥ $20M Receipts Bridge Year • DNV Maritime Qualification Qualification Conversion • TKF 3250 Production Readiness 2027 2+ Production Anchor Active • Powder Cost ≤ $35/Kg Rev
Slide 16: From Demand Signals to Production-Scale Manufacturing
From Demand Signals to Production-Scale Manufacturing For personal use only Demand Anchors PROGRAMS DRIVING Qualification Production Financial ADOPTION Gates Scale Outcome OPERATIONAL UNLOCK ENTERPRISE CONVERSION DEFENSE PRODUCTION MILESTONES PHASE • ≥60% Recurring Revenue Mix • Hypersonic Structure
Slide 17: Lt Gen Trey Obering
For personal use only Lt Gen Trey Obering S TRA T EG Y AD V ISORY GROU P T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 18: Global Missile Production vs Western Manufacturing Capacity
Global Missile Production vs Western Manufacturing Capacity 2015 - 2035 For personal use only Global Missiles Required vs Global Missiles Produced • Global Missile Inventory Growth • Western Production Capacity • Required Surge Capacity GAP – Industrial bottleneck "Strategic defense demand is outpac
Slide 19: Missile System Production Bottlenecks
Missile System Production Bottlenecks For personal use only M ANU FA CT UR IN G & M ETALLU R GY = DOM IN AN T CO NSTR AI NT Design Materials Manufacturing Integration Bottleneck Constraint Materials Specialty Alloys Casting & Forging Long-Lead Time Machining High Scrap Thermal Structures Complex Fab
Slide 20: Where Cold Spray Fits in Missile Manufacturing
Where Cold Spray Fits in Missile Manufacturing TRADI TIONA L MANUFACTURING For personal use only Forging Machining Coating Assembling COLD SPRA Y PAT H Powder Deposition Finish Machining 50-80% Lead Time Less Machining Distributed Reduction Manufacturing T I T O M I C P R O P R I E T A R Y • 2 0 2 6
Slide 21: Andy Haueptle
For personal use only Andy Haueptle S TRA T EG Y AD V ISORY GROU P T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 22: Navy Corrosion Cost Breakdown
Navy Corrosion Cost Breakdown $20 .6B ANN UA L CO RROSIO N SPENDI NG For personal use only Addressable Cold Spray Misc. Metal Systems Ship Hull Structures Flight Decks Submarine Structures Tanks & Piping T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 23: Navy Corrosion Examples
Navy Corrosion Examples For personal use only Ship Hull Structures Flight Decks Submarine Structures BEFORE AFTER BEFORE/AFT ER T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 24: Dock Availability Impact
Dock Availability Impact For personal use only Cold Spray Repair → Reduction Platform Typical Dock Days Corrosion Impact Submarine Baseline +10–60 days Destroyer Baseline +15–80 days T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 25: Sustainment Economics
Sustainment Economics PR EDICTAB LE SU ST AIN M ENT = O PERAT IO NAL R EADIN ESS For personal use only Lifecycle Cost Model Traditional Repair vs Cold Spray Restoration • Maintenance Cycles Reduced • Lifecycle Cost Savings T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 26: Michael Kirkpatrick
For personal use only Michael Kirkpatrick S TRA T EG Y AD V ISORY GROU P T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 27: Huntsville History of Innovation
Huntsville History of Innovation HUNTSVI LLE METRO POPULAT ION For personal use only 600,000 500,000 400,000 300,000 200,000 100,000 Pre-1950 1950s & 60s 1970s & 80s 1990s & 2000s 2010s & 2020s T I T O M I C P R O P R I E T A R Y • 2 0 2 6
Slide 28: Location, Location, Location
Location, Location, Location For personal use only A SMA RT PLACE ✓ #1 In Engineering Workers ✓ Highest % Of Ph.D's Per Capita ✓ #3 In STEM Workers ✓ 5 Universities, 6,000+ Degrees ✓ 7 Colleges, 10,000+ Degrees ✓ 30,000 Post-secondary Students ✓ TOP 10 Places To Live in the USA
Slide 29: Huntsville Defense Ecosystem
Huntsville Defense Ecosystem ~$95+B For personal use only Major Programs DEFENSE CONTRAC TS/YEAR • Space Command • Golden Dome • SDA – South STRATEGIC LOCATI ON A ND • Space Products • MDA IN FRASTRUCTU RE • ICBM Intercept • Hypersonic Defense • 90 Miles To Nashville And Birmingham • NASA • Intersta
Slide 30: Huntsville Defense Ecosystem
Huntsville Defense Ecosystem FEDERAL, STATE, LOCAL GOVERNMENT For personal use only Primes HUNTSVI LLE HQ SPACE COMMAND NASA MSFC Redstone Arsenal MDA T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 31: Dr. Patti Dare, President, USA
For personal use only Dr. Patti Dare PRESIDENT , USA T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 32: The Initial Team
The Initial Team of 3 For personal use only OCTOBER 2024 NO VE MBE R 2 02 4 DECE MBE R 2024 AUS Trip to See Congressional Visits HSV Chamber Party Technology in Action T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 33: Taking the USA By Storm
Taking the USA By Storm For personal use only January 2025 | Initial Team Of 3 Employees May 2025 | Empty Factory April 2025 | NGC Contract Award June 2, 2025 | Initial Operating Capability August 2025 | Office Space August 2025 | NGC Components Delivered September 2025 | We Are On The Road October
Slide 34: NASA Space Act Agreement: Strategic Validation & Technology Acceleration
NASA Space Act Agreement: Strategic Validation & Technology Acceleration For personal use only Strategic Value Technical Workstreams Business Impact • Credibility • Pressure Vessels • Qualification Path • Prime Contractor Signal • FSW Repair • Hypersonic Market • Gov & Allied Adoption • Radiation Co
Slide 35: Our Target Customers
Our Target Customers MA JOR PRIME S For personal use only PO TEN TI A L CU S TO ME RS UN IVERS ITIES & R ESEARC H IN S TITUT ION S GOVERN MEN T ORGANIZ AT ION S ORGANIZATIONS S TRA T EGI C P O WD ER S U PP LI ERS Amaero, Oerlikon, IperionX, Velta, Carpenter, Metal Powder Works T I T O M I C P R O P
Slide 36: We Are Titomic – Global Video
WE ARE TITOMIC – GLOBAL VIDEO For personal use only T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 37: October 2025 "Flawless" Hot Fire
October 2025 | ” F L A W L E S S ” H O T F I R E For personal use only T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 38: Mixed Reality | Cold Spray Application
Mixed Reality | C O L D S P R AY A P P L I C A T I O N DAM AGE ANAL YSIS T O 3D DIGIT AL REPAIR For personal use only T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 39: Facility | Before/After
Facility | B E F O R E / A F T E R For personal use only AP RI L 2025 MARCH 2026 T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 40: Honorable Mira Ricardel
For personal use only Honorable Mira Ricardel IND EP END EN T NON -EXEC UT IVE DIREC TOR T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 41: Washington Strategy
Washington Strategy For personal use only US government mobilizing EXIM Bank and OSC Strengthening defense Titomic's strategy aligned capital to rebuild domestic leading capacity-building industrial base and with policy priorities manufacturing efforts infrastructure T I T O M I C P R O P R I E T A
Slide 42: Titomic Capital Strategy Framework
Titomic Capital Strategy Framework POLI CY -ALI GNE D CAPI TAL STR ATEG Y For personal use only Technology Grants • Minimal dilution Non-Dilutive Loans EXIM / OSC • Manufacturing scale funding • Export expansion Defense Program Revenue Production Scale T I T O M I C P R O P R I E T A R Y • 2 0 2 5
Slide 43: Non-Dilutive Financing Pathway
Non-Dilutive Financing Pathway EXIM MMIA OF FIC E OF ST RAT EGI C C APIT AL For personal use only Purpose Purpose • Export-linked manufacturing expansion • Defense industrial base strengthening • Production equipment acquisition • Critical technology financing • Industrial infrastructure • DoW ecosy
Slide 44: Capital Discipline vs Traditional Growth Model
Capital Discipline vs Traditional Growth Model IN DUSTRIA L G RO WT H W ITHO UT E QUI TY DILU TIO N For personal use only Traditional Growth Titomic Strategy Equity dilution Non-dilutive financing Speculative capital Benefits Program-linked capital R&D driven Production driven Tech narrative Industr
Slide 45: For personal use only
For personal use only T I T O M I C P R O P R I E T A R Y • 2 0 2 5