Aml3d Ltd · ASX:AL3
Aml3d — Investor Presentation (March 2025)
22 slides from Aml3d's investor presentation, Mar 31, 2025
Slide 1: New US defence markets open to AML3D
U.S. Industrial Innovation New US defence markets open to AML3D Investor Presentation April 2025 AML3D Limited (ASX:AL3) AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D® , WAM® , WAMSoft® , ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (A
Slide 2: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take The recipient should not rely on any material contained in this responsibility for any information, statement or representation presentation as a statement or representation of fact. No contained in this presentation or any omission f
Slide 3: AML3D Limited Overview
AML3D Limited Overview Investor Presentation April 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D® , WAM® , WAMSoft® , ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 3
Slide 4: AML3D Snapshot
AML3D Snapshot AML3D is a welding, metallurgical science, robotics, and software business which uses automated wire fed 3D printing in a large free-form environment to produce metal components and structures for commercial use. Its ARCEMY® systems are the largest open-air, turn-key, metal 3D printer
Slide 5: 2025 Interim Results Highlights
2025 Interim Results Highlights • Revenue up 206% on the prior comparable period (PCP) 1H 2025 1H 2024 Change to $4.63 million with 80% derived from US customers • Gross profit up 372% on the PCP to $3.37 million with Revenue $4.63m $1.51m $3.12m gross profit margins at 73% • EBITDA loss of $2.83 mi
Slide 6: AML3D already fulfilling critical US industry needs
AML3D already fulfilling critical US industry needs • AML3D entered US Defense market in 2023 with ARCEMY® System sale in support of US Navy Submarine Industrial Base (SIB) • Rapid scale up of US operations with orders to date of over A$19 million for ARCEMY® Systems, alloy testing and manufacturing
Slide 7: 3x expansion of US defence opportunity
AML3D USA Inc. 3x expansion of US defence opportunity Investor Presentation April 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D® , WAM® , WAMSoft® , ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 7
Slide 8: AML3D has integral role in paradigm shift in U.S. industrial innovation
AML3D has integral role in paradigm shift in U.S. industrial innovation • The US Government recognizes the urgent need to boost defense manufacturing, prioritizing manufacturing schedule over costs for shipbuilding • The US Navy’s success promoting the submarine industry leads to an expansion of the
Slide 9: Large parts of US Defense Market more immediately accessible
Large parts of US Defense Market more immediately accessible • Expansion of MIB to shipbuilding, missiles and submarines triples the near-term market opportunity • Success supporting the US Navy to create pathway to accessing additional defence sectors mid to longer term Expanded AM remit of Marine
Slide 10: US site visits
AML3D USA Inc. US site visits Investor Presentation April 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D® , WAM® , WAMSoft® , ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 10
Slide 11: Site visits forges strong US government/private sector relationships
Site visits forges strong US government/private sector relationships • 14 day ‘Boots on the ground’ tour of 10 locations, including Washington DC, organized by Bondi Partners* in March 2025 • AML3D positioned as: leader in US manufacturing industrial base fulfilling NDAA policy requirements and crit
Slide 12: Strong engagement with US defence and industry partners
Strong engagement with US defence and industry partners Partners Key Outcomes & Opportunities Maritime Industrial Base (MIB) • New MIB authorities are a 3x potential upside for ships and Deputy Program Manager: Whitney Jones potential market for munitions MIB expanded its authorities to fund, priori
Slide 13: Key opinion leaders aware and enthusiastic
Key opinion leaders aware and enthusiastic Opinion leader Key Outcomes & Opportunities • House Armed Services – Build awareness and positive sentiment around AML3D Seapower & Force Projection Subcommittee: capabilities, including: Staff Director Phil MacNaughton • fulfilling 2025 NDAA policy languag
Slide 14: Pathway to US expansion
AML3D USA Inc. Pathway to US expansion Investor Presentation April 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D® , WAM® , WAMSoft® , ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 14
Slide 15: Clear pathway for continued U.S. Market Expansion
Clear pathway for continued U.S. Market Expansion Priority & Timeline Submarines Ships Aircraft Missiles (DoD and Commercial) Organizations: Organizations: Organizations: Navy, MIB, Austal, Navy, MIB, Army, TACOM, Primes Organizations: Navy, MIB, Air Force, BlueForge Alliance, Navy & Marines, Army /
Slide 16: Next steps and Milestones
AML3D USA Inc. Next steps and Milestones Investor Presentation April 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D® , WAM® , WAMSoft® , ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 16
Slide 17: Leverage advantage to lead US industrial innovation
Leverage advantage to lead US industrial innovation Advocate for defence policy and Leverage existing opportunities to: appropriations to: access MIB expansion across entirety support NDAA language that benefits AM and shipbuilding & naval missiles AML3D make AML3D synonymous with AM across increase
Slide 18: Leverage key milestones to continue to drive US engagement
Leverage key milestones to continue to drive US engagement March April May June July US site visit Build momentum Gain speed Leverage grand Full rollout opening • Build advocacy via • Understanding MIB • Target MIB • Target additional • Continue direct Stakeholder funding & plans stakeholders, DoD m
Slide 19: Build Bigger, Faster, Stronger and Greener
AML3D Limited Build Bigger, Faster, Stronger and Greener For more information, please contact: AML3D Investor Relations This presentation has been approved for release Sean Ebert FIRST Advisers by the Board of AML3D Limited. Managing Director Ben Rebbeck +61 8 8258 2658 +61 2 8011 0350 investor@aml3
Slide 20: Appendix
Appendix 1. The Board 2. Executive Leadership Investor Presentation April 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D® , WAM® , WAMSoft® , ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 20
Slide 21: Appendix 1. Board
Appendix 1. Board Deep industry experience combined with AML3D’s founder's vision Noel Cornish AM Sean Ebert Andy Sales Kaitlin Smith Cha irman, Non-Exe cut ive Direc tor Exe cut ive Direct or, CEO Exe cut ive Direct or, CTO Peter Siebels Com pa ny Sec ret ary B.Sc, M.Eng.Sc., FAICD FUOW BEn g Hons
Slide 22: Appendix 2. Executive Leadership Team
Appendix 2. Executive Leadership Team The right blend of manufacturing and broader corporate experience Sean Ebert Pete Goumas Stuart Banks Nick Aschberger Chief Exe cut ive O fficer President & CEO Hamish McEwin Senior Global Vic e P res ident Vice Preside nt BEn g Hons (Electrical), GAICD, MBA Chi