Slide 1: Investor Webinar Presentation (ASX Announcement)
ASX Announcement 03 August 2026 Investor Webinar Presentation Elsight Limited (ASX: ELS) (‘Elsight Ltd’, ‘Elsight’ or ‘the Company’) is pleased to invite the public to the 2026 Second- quarter results webinar scheduled for Today, Monday, August 03, 2026, at 4:00 pm AEST. This session comes at a sign
Slide 2: Unlocking the Future of Uncrewed Systems
For personal use only ELSIGHT LIMITED (ASX:ELS) Unlocking the Future of Uncrewed Systems Q2 CY26 Presentation July 2026 www.elsight.com
Slide 3: 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). For personal use
Slide 4: Elsight is building the mission-enablement engine for the uncrewed age
Elsight is building the mission-enablement engine for the uncrewed age E L S IG H T P R O V ID E S T H E C R IT IC A L L A Y E R B E T W E E N O E M D R O N E M A N U F A C T U R E R S & O P E R A T O R S For personal use only The structural shift to uncrewed systems has a Halo Platform Enabling inf
Slide 5: Delivering secure connectivity, positioning, and real-time data across any network
Delivering secure connectivity, positioning, and real- time data across any network, any domain, anywhere. For personal use only S T R A T E G IC F O C U S O N U N M A N N E D D E F E N C E , F O L L O W E D B Y S A L E S E X P A N S IO N T H R O U G H A “ D E S IG N - W IN ” S T R A T E G Y Elsight
Slide 6: Investment Highlights
Investment Highlights H IG H - M A R G IN S A L E S P IP E L IN E W IT H S U P P O R T IN G S T R U C T U R A L T A IL W IN D S For personal use only Proprietary world-leading solutions Continuing the positive $168m Pipeline of Realisable High-margin business model; provider for Beyond Visual Line o
Slide 7: Strong Revenue Growth Quarter over Quarter
Strong Revenue Growth Quarter over Quarter For personal use only $14.0 QoQ Revenue Growth (US$m) $11.8 $11.6 $12.0 $9.3 $10.0 $8.7 $8.0 $6.0 $3.8 $4.0 $2.0 $1.0 $0.0 1Q25 2Q 25 3Q25 4Q25 1Q26 2Q 26 Quarterly Revenue Source › Unaudited numbers from the company accounts 6
Slide 8: Accelerating Commercialisation
For personal use only Accelerating Commercialisation
Slide 9: A "Perfect Storm" in Defense & Unmanned Industries
A "Perfect Storm" in Defense & Unmanned Industries For personal use only 5% DEMAND IS SURGING EXACTLY WHERE ELSIGHT HAS A PROVEN, EMBEDDED SOLUTION 4% › Increasing global defence budgets › Massive increases in defence budgets 3% › Germany committed to a 25% increase in defence spending to €108b (202
Slide 10: Halo Approved for U.S. DCMA Blue List
Halo Approved for U.S. DCMA Blue List A P P R O V E D F O R F A S T E R U .S . M IL IT A R Y P R O C U R E M E N T — A T A D E F IN IN G M O M E N T For personal use only US$75B earmarked for drone & counter-drone in FY2027 4.5x over FY2026 300,000+ unmanned systems targeted by 2027 What this means
Slide 11: Elsight Is the Backbone of Uncrewed Systems
For personal use only Elsight Is the Backbone of Uncrewed Systems Uniquely positioned to lead a rapidly transforming defence and unmanned market 11
Slide 12: From a single component provider to a unified portfolio
From a single component provider to a unified portfolio For personal use only E N A B L IN G A L L T E C H N O L O G IE S N E E D E D F O R U N C R E W E D S Y S T E M S T O P E R F O R M T H E IR M IS S IO N S Connectivity Positioning Secure, resilient, Precision multi-layered positioning connectiv
Slide 13: Autonomous Technological Stack
Autonomous Technological Stack O U R L O N G - T E R M V IS IO N : B E C O M E T H E T IE R 1 O F T H E U N M A N N E D E C O S Y S T E M For personal use only Mission OS HMI HMI Manual Mission Mission UX/UI NGN DMS Swarm OS Flight Mgmt Planning Mission OS ELSIGHT Hardware Platform OS Platform OS En
Slide 14: Elsight's core differentiation is simultaneous multi-link bonding
Elsight’s core differentiation is simultaneous multi-link bonding For personal use only R E A L - W O R L D M IS S IO N S D E M A N D R E S IL IE N C E A C R O S S C H A N G IN G , D E G R A D E D A N D U N P R E D IC T A B L E C O M M U N IC A T IO N E N V IR O N M E N T S Architectural Advantage •
Slide 15: Pipeline of Realisable Opportunities as of 30/06/2026
Pipeline of Realisable Opportunities as of 30/06/2026 For personal use only Identified Opportunity › US$168M pipeline of opportunities built with limited investment in sales and marketing (Identified opportunity $168 m within ELS capability) › The majority of the revenue acceleration over the next 1
Slide 16: Commercialisation Strategy
Commercialisation Strategy E X P A N D IN G D IR E C T S A L E S M O D E L T O E X E C U T E O N H IG H V A L U E D E F E N C E O P P O R T U N IT IE S For personal use only North America Europe › The U.S. FY2027 DoW budget request totals › NATO defence spending aiming to enhance ~US$1.5 trillion, w
Slide 17: Business Model and Commercialisation Strategy
Business Model and Commercialisation Strategy H IG H - M A R G IN , E M B E D D E D S O L U T IO N S E N A B L IN G C O N N E C T IV IT Y , P O S IT IO N IN G , A N D R E A L - T IM E D A T A S Y S T E M S F O R D E F E N C E P R IM E S A N D O E M S C U S T O M E R S D E V E L O P IN G U N C R E W
Slide 18: Scalable, Capital-light Manufacturing Capacity
Scalable, Capital-light Manufacturing Capacity T H E S M A R T S O F T H E E L S IG H T S Y S T E M A R E IT S P R O P R IE T A R Y A L G O R IT H M S A N D S O F T W A R E T E C H N O L O G Y For personal use only Ultra-Simple Redundancy Supports Onboarding 13 Elsight Hardware Built-In US$150m Manu
Slide 19: New Business Unit
New Business Unit FROM DEVELOPMENT TO PROOF OF CONCEPT Elsight has a strategic data asset which can be For personal use only leveraged by AI systems to drive additional products and revenue streams Elsight has captured over 500,000 hours of operational flight and drive hours across diverse, high-dem
Slide 20: New Business Unit
New Business Unit FROM DEVELOPMENT TO PROOF OF CONCEPT For personal use only 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. During Q1 2026, the uni
Slide 21: Outlook & Catalysts
Outlook & Catalysts E L S IG H T IS W E L L - P O S IT IO N E D T O B E N E F IT F R O M T H E M A C R O T R E N D S A N D C O N T IN U E T H E R A P ID G R O W T H B U IL T O N D E S IG N - W IN M O M E N T U M For personal use only Key Recent Expected Upcoming Milestones Achievements › Record high
Slide 22: Appendix
For personal use only Appendix
Slide 23: Competitive Landscape
Competitive Landscape E L S IG H T IS W E L L - P O S IT IO N E D W IT H A F U L L - S U IT E P R O D U C T A N D C A P A B IL IT Y O F F E R IN G F O R C U S T O M E R S For personal use only BVLOS Example of Solution Link resiliency Optimal SWaP Security Bandwidth Compatible Company RF None Partia
Slide 24: Design-win Strategy
Design-win Strategy S T R A T E G IC IN V E S T M E N T IN T O G R O W T H C U S T O M E R S T O R A P ID L Y S C A L E E L S IG H T S A L E S For personal use only Elsight has positioned Halo as a core embedded communications solution in a wide range of high-growth drone platforms at early developm
Slide 25: Board & Senior Management
Board & Senior Management E X E C U T IN G O N G R O W T H S T R A T E G Y A N D C A P IT A L E F F IC IE N T O P E R A T IN G M O D E L For personal use only Major General (ret) Ami Shafran Yoav Amitai Non-Executive Chairman CEO • Former Head of Israeli Defence Force Information and • 8 years with
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) For personal use only Elsight’s proprietary edge lies in its AI-driven multi-link bonding and communication technologies. The company’s ability to maintain its technological lead and INTELLECTUAL PROPERTY enforce IP protections is critical to its market position. If competitors
Slide 28: Glossary
Glossary BVLOS – BEYOND Drone or UAS operations when the remote pilot (or visual observer) cannot maintain unaided visual contact with the aircraft. This raises additional For personal use only VISUAL LINE OF SIGHT safety/regulatory requirements because you cannot “see” the drone the whole time. A p
Slide 29: Thank you
For personal use only Thank you www.elsight.com ir@elsight.com