Aerometrex Ltd. · ASX:AMX
Aerometrex — Investor Presentation (October 2025)
29 slides from Aerometrex's investor presentation, Oct 15, 2025
Slide 1: Australian Shareholders' Association Presentation
For personal use only AUSTRALIAN SHAREHOLDERS’ ASSOCIATION PRESENTATION 15 OCTOBER 2025
Slide 2: Disclaimer
DISCLAIMER This presentation is provided for information purposes only and is not a disclosure document as defined under the Corporations Act 2001 (Cth). This presentation does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase, sale or issue of any secu
Slide 3: Who We Are
For personal use only WHO WE ARE 01
Slide 4: Company Profile
COMPANY PROFILE AMX Capital Structure ▪ Established 1980 (9 October 2025) Headquartered in Adelaide, 100 employees For personal use only Shares Share Market ▪ Industry pioneers, first company to introduce large format on issue Price Capitalisation aerial cameras to Australia 94.99m $0.21/sh $19.94m
Slide 5: Our People
OUR PEOPLE At Aerometrex, we are proud of our staff The Board and Executive Team For personal use only that has passionately grown the business and continue to excel in their roles each day. The company has assembled a management, aviation and production MARK LINDH ROBERT VEITCH team with high skill
Slide 6: Vision and Purpose Statements
VISION AND PURPOSE STATEMENTS AMX Capital Structure OUR VISION (9 October 2025) We provide insight to stimulate your imagination For personal use only OUR PURPOSE To deliver customers quality & innovative geospatial solutions so they can ‘see their world clearly’ OUR VALUES Are perfectly ‘CLEAR’ 6 A
Slide 7: What We Do
For personal use only WHAT WE DO 01
Slide 8: See Your World Clearly
SEE YOUR WORLD CLEARLY For personal use only https://vimeo.com/435932770 8 Aerometrex Investor Presentation – October 2025
Slide 9: Our Products and Services
OUR PRODUCTS AND SERVICES For personal use only Aerial Imagery Airborne LIDAR 3D Modelling Offered via our subscription service, Our LiDAR offering enables the generation Our 3D mapping solution adds visual MetroMap, users can access current & & classification of 3D point clouds, as well context to
Slide 10: Aerial Imagery
AERIAL IMAGERY MetroMap is Aerometrex's subscription-based service, offering 2D aerial imagery and derived information. MetroMap data offers high accuracy combined with recency, giving you a true For personal use only picture of features on the ground. MetroMap also provides an easy-to-consume produ
Slide 11: Our Image Products
OUR IMAGE PRODUCTS For personal use only Vertical Imagery Oblique Imagery Near-Infrared Imagery Offered via our subscription service, MetroMap Obliques give you detailed Near-infrared imaging in forestry provides MetroMap, users can access current & views of sites from multiple directions, valuable
Slide 12: Our LiDAR Products
OUR LiDAR PRODUCTS For personal use only Classified Point Clouds Elevation and Topography Insights and Analysis High resolution point clouds identifying High vertical accuracy dataset, contour Change detection over time, coastal terrain, vegetation and built objects, lines, cartographic contours, de
Slide 13: Our 3D Products
OUR 3D PRODUCTS For personal use only 3D Mesh Models 3D Building (LOD) Models 3D Change Analysis Our flagship 3D solution offers you standard, Our 3D Level of detail (LOD) Models, based on Use our 3D change analysis to track asset high, and ultra-high detail based on your accurate 3D mesh data, come
Slide 14: MetroMap 3D Store
METROMAP 3D STORE Extensive database of 3D models and LiDAR datasets For personal use only Melbourne Resolution 7.5 cm Captured February 2025 Available Area 777 km² Adelaide Brisbane Resolution 7.5 cm Resolution 7.5 cm Captured May 2025 Captured June 2024 Available Area 908 km² Available Area 684 km
Slide 15: Major Use Cases
MAJOR USE CASES: SUPPORTING A RANGE OF DIVERSE, REAL-WORLD CHALLENGES For personal use only Infrastructure, Utilities & Urban Planning, Environment, Agriculture Engineering Property & Community & Resources ▪ Engineering design (transport, utilities) ▪ Urban planning & asset management ▪ Irrigation a
Slide 16: Trusted & Recognised Within Our Sector
TRUSTED & RECOGNISED WITHIN OUR SECTOR Valued Customers For personal use only Small–Medium Business (SMB) Enterprise Partnerships Segments Building, Architecture, Engineering, Government, Imagery fed into other platforms Construction, Roads & Transport, Utilities, Technology, Resources, through API
Slide 17: Growth in Markets & Market Share Presents Significant Opportunities
GROWTH IN MARKETS & MARKET SHARE PRESENTS SIGNIFICANT OPPORTUNITIES For personal use only MetroMap LiDAR Global 3D FY25 Revenue 15 Current TAM1 Current TAM1 TAM1: > $100m > $50m ‘Blue Sky’ 11.5 10.9 10 $ million 2030 TAM1 2030 TAM1 Positioned for a world of > $200m > $75m increasing usage of Buildin
Slide 18: FY25 Overview
For personal use only FY25 OVERVIEW 02
Slide 19: AMX Strategic Review Q4 FY25
AMX STRATEGIC REVIEW Q4 FY25 ▪ $2M in annual cost reductions For personal use only ▪ Initiatives to monetise vast database of imagery, LiDAR and 3D data ▪ Smarter utilisation of aviation assets ▪ Sales acceleration – appointment of new Head of Sales and investment in training ▪ Several strategic cor
Slide 20: FY25 Snapshot
FY25 SNAPSHOT Strong growth in MetroMap SaaS revenue of 11.5% with recurring subscription revenue now contributing 40% of group revenue Annual Contract Value (ACV) For personal use only Operating EBITDA 11,000 Revenue $23.90m $3.46m 10,500 10,562 10,000 + 12.9% (FY24: $24.75m) (FY24: $2.89m) 9,500 9
Slide 21: MetroMap - SaaS Subscription Revenue Continues to Deliver Strong Growth
METROMAP - SaaS Subscription revenue continues to deliver strong growth For personal use only Record ACV of Record subscription Closing ARPS ($) revenue of MetroMap ACV & Breakeven Range $10.56m $9.57m $7,593 13,000 up 12.8% up 11.5% up 6.3% 12,000 (FY24: $9.36m) (FY24: $7,142) Breakeven range Annua
Slide 22: MetroMap Momentum Continues to Build
METROMAP Momentum continues to build in the MetroMap product For personal use only MetroMap Revenue Subscription Off-the-shelf Project 14,000 Momentum continues in subscription revenue 12,000 10,000 Opportunities exist in value accretive off-the-shelf sales – positive impact to revenue and cash with
Slide 23: LiDAR Revenue Down from $14.15m to $10.92m
LiDAR LiDAR revenue down from $14.15m to $10.92m LiDAR Revenue For personal use only 16,000 Strong re-occurring revenue from existing 14,000 customer base 14,153 12,000 12,765 11,319 10,000 10,923 Available capacity with existing assets to drive revenue expansion ($'000) 8,000 8,929 6,000 4,000 QGC
Slide 24: Global 3D Revenue Up 77.9%
GLOBAL 3D Revenue up 77.9% from $0.86m to $1.53m 3D Revenue For personal use only 3,000 3D remains a blue-sky opportunity 2,500 2,477 2,000 2,147 High-resolution projects undertaken for wide ranging uses cases in 1,849 Australia & USA, for primarily government customers, including: ($'000) 1,500 1,5
Slide 25: Investor Value Proposition & Focus Areas
For personal use only INVESTOR VALUE PROPOSITION & FOCUS AREAS 03
Slide 26: Case Study: Nearmap Acquisition
CASE STUDY: NEARMAP ACQUISITION Nearmap's acquisition highlights the potential market mispricing of Aerometrex For personal use only MetroMap Annual Contract Value (ACV) 12,000 11,500 11,540 11,000 In December 2022, Thoma Bravo, acquired Nearmap Ltd 10,500 10,562 for ~A$1.055b, a 39% premium to the
Slide 27: FY26 Outlook
FY26 OUTLOOK MetroMap For personal use only ▪ 30% (annualised) growth during calendar year 2025 ▪ Gone past breakeven or cost to publish ▪ Strong pipeline and rebuilt sales team LiDAR ▪ Build & accelerate opportunity pipeline ▪ Expand in emerging markets of renewables & carbon farming ▪ Investigate
Slide 28: FY26 Q1 Trading Update
FY26 Q1 TRADING UPDATE MetroMap Annual Contract Value (ACV) MetroMap 12,000 For personal use only ▪ $1m Q1 ACV increase (42% annualised growth) 11,500 ▪ Significant government contracts 11,540 32% growth rate ▪ Launched new features and expanded coverage 11,000 since Jan 2025 (annualised) 10,500 LiD
Slide 29: Contact Information
For personal use only CONTACT INFORMATION Robert Veitch Aerometrex Ltd Chief Executive Officer 51-53 Glynburn Road Glynde SA 5070 investorrelations@aerometrex.com.au +61 8 8362 9911 Chris Mahar aerometrex.com.au Chief Financial Officer metromap.com.au 15 OCTOBER 2025 This presentation has been appro