Elsight Ltd. · ASX:ELS
Elsight — Q3 2026 Earnings Presentation
28 slides from Elsight's earnings presentation, October 2026
Slide 1: The Mission Enablement Engine for the Uncrewed Age
The Mission Enablement Engine for the Uncrewed Age One engine. Every uncrewed system. Every environment. www.elsight.com Q3 2026 Investors presentation GROUND MARITIME AIR
Slide 2: Important Disclaimers & Notices
Important Disclaimers & 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 f
Slide 3: Elsight empowers uncrewed systems to complete their missions
Elsight empowers uncrewed systems to effectively and safely complete their missions, while ensuring unauthorized entities are kept at bay. 3
Slide 4: Enabling Uncrewed Missions. Globally
ABOUT ELSIGHT Enabling Uncrewed Missions. Globally Mission enablement engine for uncrewed systems across defense, public safety, and commercial markets Multiple integrated capabilities - Connectivity, Positioning, Sensing & Video, Autonomy & AI, Management & insights +100 5 Customers Worldwide Conti
Slide 5: Investment Highlights
Investment Highlights High-margin sales pipeline with supporting structural tailwinds Proprietary world-leading solutions provider for unmanned systems enablement technologies Uniquely positioned to capitalize on growth in unmanned system usage, driven by a surge in global defense budgets, growing p
Slide 6: Uncrewed Systems Are Becoming Mission-Critical
THE SHIFT Uncrewed Systems Are Becoming Mission-Critical Autonomous platforms are replacing human-operated systems in the most dangerous and demanding missions. But their value depends entirely on completing the mission. Defense Public Safety Commercial • ISR, logistics resupply, CBRN • Drone as Fir
Slide 7: Air. Land. Maritime.
EVERY DOMAIN Air. Land. Maritime. The same engine, the same intelligence, the same mission certainty - no matter the platform type. AIR GROUND MARITIME UAVs & Drones UGVs & Robots USVs & Vessels • Fixed-wing ISR • Ground reconnaissance • Coastal patrol • Multi-rotor surveillance • Logistics resupply
Slide 8: Platforms Are Getting Smarter. Their Infrastructure Isn't.
THE GAP Platforms Are Getting Smarter. Their Infrastructure Isn't. Platform Capability With every generation, uncrewed platforms gain autonomy, range, and capability. THE GAP CAPABILITY Where missions are lost Yet the infrastructure that keeps Enabling them connected, positioned, and Infrastructure
Slide 9: Mission Success Depends on What's Behind the Platform
THE CHALLENGE Mission Success Depends on What's Behind the Platform In contested environments, the infrastructure behind uncrewed systems fails - connectivity drops, positioning drifts, critical data never arrives, operators lose the picture. Data Doesn't Single Links Fail No Operational Arrive Terr
Slide 10: Mission Success Starts Behind the Platform
ELSIGHT Mission Success Starts Behind the Platform Halo is a software-defined engine that integrates four capabilities into a single, lightweight platform - making every uncrewed system mission-capable from day one. Connectivity Positioning Multi-network aggregation - bonds Absolute geolocation in G
Slide 11: Every Link Converges at One HALO Node
Every Link Converges at One HALO Node Configured, monitored, and VPN- served by Management & Insights, Management Elsight's cloud application & Insight Public Cellular (4G / 5G) Private 5G ONE AGGREGATED, REORDERED STREAM SATCOM RF 11
Slide 12: Autonomous Technological Stack
Autonomous Technological Stack OUR LONG-TERM VISION: BECOME THE TIER 1 OF THE UNMANNED ECOSYSTEM HMI HMI Manual Mission Mission OS UX/UI Flight Mgmt NGN DMS Swarm OS Mission Planning Mission OS Platform OS Hardware Platform OS Navigation Video/Sensors Engines & Batteries FCU Communication Autonomy E
Slide 13: A "Perfect Storm" in Defense & Unmanned Industries
A "Perfect Storm" in Defense & Unmanned Industries DEMAND IS SURGING EXACTLY WHERE ELSIGHT HAS A PROVEN, EMBEDDED SOLUTION Increasing global defence budgets 5% DEMAND IS SURGING EXACTLY WHERE ELSIGHT HAS A PROVEN, EMBEDDED 4% SOLUTION 3% › Increasing global defence budgets › Massive increases in def
Slide 14: Q3: Strong momentum. Positioned for scale.
Q3: Strong momentum. Positioned for scale. U.S. MARKET ACCESS BOA + Marketplace TECHNOLOGY EXPANSION New U.S. Army procurement access Positioning Launch New GNSS-denied capability MANAFACTURE SCALE COMMERCIAL TRACTION 2 new partners AV US + GERMANY Halo integration into Mayhem 10 NATO demonstrations
Slide 15: Halo Approved for U.S. DCMA Blue List
Halo Approved for U.S. DCMA Blue List A P P RO V E D F O R FA S T E R U .S . M IL ITA RY P RO C U R E M E N T — AT A D E F IN IN G M O M E N T US$75B earmarked for drone & counter- drone in FY2027 4.5x over FY2026 300,000+ unmanned systems targeted by 2027 What this means FY2027 DoW Budget Request ›
Slide 16: Pipeline of Realizable Opportunities as of 30/09/2026
Pipeline of Realizable Opportunities as of 30/09/2026 Identified Evaluation in Commercial Opportunity Qualification progress discussion Contracted $195.7 M $163 M $84.3 M $34.6 M $3.5 M (31 opportunities) (12 Deals) (59 opportunities) (47 opportunities) (43 opportunities) Pipeline covers Halo connec
Slide 17: Commercialization Strategy
Commercialization Strategy E X PA N D IN G D IR E C T S A L E S M O D E L TO E X E C U T E O N H IG H VA LU E D E F E N C E O P P O RT U N IT IE S North America Europe Rest of the World › The U.S. FY2027 DoW budget request totals ~US$1.5 › NATO defence spending aiming to enhance trillion, with appro
Slide 18: Scalable, Capital-light Manufacturing Capacity
Scalable, Capital-light Manufacturing Capacity T H E S M A RT S O F T H E E L S IG H T S YS T E M A R E IT S P RO P R IE TA RY A LG O R IT H M S A N D S O F T WA R E T E C H N O LO G Y Ultra-Simple Redundancy Supports Onboarding 13 Elsight Hardware Built-In US$270m Manufacturer Patents Universally M
Slide 19: Outlook & Catalysts
Outlook & Catalysts ELSIGHT IS WELL-POSITIONED TO BENEFIT FROM THE MACRO TRENDS AND CONTINUE THE RAPID GROWTH BUILT ON DESIGN-WIN MOMENTUM Key Recent Achievements Expected Upcoming Milestones $25.8M Blue List 1 Execution of US$196m pipeline of opportunities* Record high revenue of $25.8M in 9 Inclus
Slide 20: Appendix
2lsight APPENDIX
Slide 21: Competitive Landscape
Competitive Landscape ELSIGHT IS WELL-POSITIONED WITH A FULL-SUITE PRODUCT AND CAPABILITY OFFERING FOR CUSTOMERS Solution Link resiliency Optimal SWaP Security Bandwidth BVLOS Example of Company Compatible Cellular + RF (Failover) Partial Partial Partial Partial Partial uAvionix Single Cellular None
Slide 22: 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 1 2 3 Halo is deeply integrated through High switching costs
Slide 23: Board & Senior Management
Board & Senior Management EXECUTING ON GROWTH STRATEGY AND CAPITAL EFFICIENT OPERATING MODEL Yoav Amitai CEO Roee Kashi Co-Founder & CTO + 8 years with ELS (previously COO & CIO) + 10 years specialising in building and developing digital video + Extensive technical experience by executing transition
Slide 24: 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 25: Key Risks (continued)
Key Risks (continued) INTELLECTUAL PROPERTY & COMPETITION RISK RELIANCE ON KEY PERSONNEL Elsight’s proprietary edge lies in its AI-driven multi-link bonding and Elsight’s success is closely linked to the expertise and retention of its senior communication technologies. The company’s ability to maint
Slide 26: Glossary
Glossary BVLOS – BEYOND VISUAL LINE OF FAA PART 108 GERMAN LED DRONE WALL NON-GNSS ENVIRONMENTS SIGHT A proposed (in the U.S.) regulatory framework Refers to a multi-layer sensor/defence system Operational environments where GNSS Drone or UAS operations when the remote by the Federal Aviation Admini
Slide 27: The Engine That Keeps the Uncrewed Mission Going.
The Engine That Keeps the Uncrewed Mission Going. Blue UAS NDAA UAS MP ITAR FREE TRL-9 MIL-STD ISO 9001 DoD Listed Section 848 US Army Marketplace No Export Restrictions Validated 810G 2015 www.elsight.com | IR@elsight.com | ASX: ELS . 27
Slide 28: Thank you
Thank you IR@Elsight.com | www.Elsight.com