Norsk Titanium As · OSL:NTI
Norsk Titanium As — Investor Presentation (May 2026)
19 slides from Norsk Titanium As's investor presentation, May 2026
Slide 1: The Leader in Titanium Additive Manufacturing
The Leader in Titanium Additive Manufacturing Investor presentation, May 2026
Slide 2: Disclaimer
Disclaimer By reading this company presentation (the “Presentation”), or attending any meeting or oral presentation held in relation thereto, you (the “Recipient”) agree to be bound by the following terms, conditions and limitations: • The Presentation has been produced by Norsk Titanium AS (the “Co
Slide 3: The Global Technology Leader in Additive Manufacturing of Titanium Parts
The Global Technology Leader in Additive Manufacturing of Titanium Parts Aerospace & Defense: Exceptional Growth Outlook Constrained by Critical Titanium Supply Bottlenecks 01 Aerospace & Defense OEMs see rising demand, but structural titanium supply constraints generate long lead times. Limited qua
Slide 4: Surging and Urgent Demand Meets an Inflexible Value Chain
Surging and Urgent Demand Meets an Inflexible Value Chain Aerospace & Defense accelerating; titanium value chain unable to keep up Demand: Aerospace & Defense are accelerating Supply: The titanium value chain is structurally constrained $28B total addressable titanium parts market 12–24+ months of l
Slide 5: Aircraft Build Rates Must Double to Keep Up with Demand
Aircraft Build Rates Must Double to Keep Up with Demand Production methods must change, high-quality titanium supply is a bottleneck OEMs face a structural mismatch between the 20-year demand Global commercial aircraft deliveries outlook and the titanium supply base Annual aircraft build rates 2025
Slide 6: Defense Inventory at Critical Levels
Defense Inventory at Critical Levels Replenishment requires a step-change in production capacity Rebuilding allied stockpiles in ≤7 years would require tripling of Current capacity vs Production targets Current capacity production capacity Annual units Production targets >50% spent of pre-war U.S. i
Slide 7: Strong Value Proposition
Strong Value Innovating Proposition the and Ready Future of Metal for Production Manufacturing with RPD® RPD®: Forging-equivalent Replacing quality, slow, Wasteful and faster, more efficient Capacity-constrained and ready-to-scale Forging 1 2 3 RPD®: Forging-equivalent quality with RPD®: Step-change
Slide 8: Technical Specifications and Customer Qualifications Established
Technical Specifications and Customer Qualifications Established Deep integration with major customers High barriers to entry: Irreplaceable platform built over a decade of development, qualification and industrialization Material Specification and Certifications: In production with leading Aerospac
Slide 9: Strategy & Execution Model to Derisk Growth and Unlock Value
Strategy & Execution Model to Derisk Growth and Unlock Value Developing three complementary revenue streams Core OEM programs Short-cycle sales RPD® ecosystem Long-cycle Aerospace & Defense Transactional, near-term Embedding RPD® in customer production programs high-volume programs production system
Slide 10: Airbus Transitioning to DED for the Long-term
AIRBUS Transitioning to DED for the Long-term Now moving from qualification to industrialization Norsk Titanium at the core of Airbus’ DED industrialization roadmap 1. Enab le A irb us ind ustrializatio n o f wired D ED with R PD ® at the co re Partner with A irb us to b ro ad en ad o p tio n o f RP
Slide 11: Defense Progress: Three Paths to Scaled Production
Defense Progress: Three Paths to Scaled Production Converting 5-years of qualification into production awards 1 Convert qualifications into production 2 Enable strategic inventory replenishment 3 Build Navy & nuclear growth platform UNDISCLOSED DEFENSE PRIME U.S. NAVY Qualified Defense Prime Program
Slide 12: Semiconductor & Industrial: AI-driven demand across critical industrial infrastructure
Semiconductor & Industrial: AI-driven demand across critical industrial infrastructure is accelerating short-cycle The proof point Proven RPD® platform enables short-cycle roadmaps titanium carrier trays AMS 7004/7005, SAE specifications, published in MMPDS Aerospace-grade qualification enables
Slide 13: RPD Ecosystem Strategy: Airbus machine placement in 2026
RPD® Ecosystem Strategy: Airbus machine placement in 2026 represents first proof-point of strategy viability 1. Embedding RPD® technology directly into OEM manufacturing processes RPD® machine being embedded on-site at Airbus in Varel, Germany, with deployment targeted in Q3 Important strategic
Slide 14: Key Commercial Milestones Supporting Our Baseline
Key Commercial Milestones Supporting Our Baseline Base case revenue drivers Milestone-driven execution roadmap Core OEM Programs Short Cycle Sales RPD® Ecosystem Commercial Aerospace Defense 1 2 3 4 Maximize Airbus U.S. Air Force and U.S Navy Win and convert Deploy first RPD® third production order
Slide 15: Major Additional Opportunities Creating Potential Upside
Major Additional Opportunities Creating Potential Upside Supply constraints create several large revenue opportunities Large programs turning to RPD® to meet rapid scale-up Aerostructure OEM U.S. Defense Prime U.S. Navy USD 150-200 million opportunity USD 500 million Defense Systems OEM USD 30-50 mi
Slide 16: Uniquely Positioned to Convert Demand to Profitable Growth
Uniquely Positioned to Convert Demand to Profitable Growth Targeting 30% EBITDA-margin when operating at scale Long-term revenue and profitability roadmap Key drivers: Revenue (USDm) EBITDA (USDm) Full utilization of current 1: Volume growth capacity Operating leverage Significant Scaling an already
Slide 17: Enabling the Next Phase of Commercial Scale-Up
Enabling the Next Phase of Commercial Scale-Up Planning capital raise to realize milestones and clear the path to profitability Realize milestones and clearing path to profitability Strengthen financial position and flexibility Unlock the key commercial milestones required to reach breakeven Str
Slide 18: Commercial and Operational Leadership in Place to Execute
Commercial and Operational Leadership in Place to Execute Executive Management Team Fabrizio Ponte, Chief Executive Officer Ashar A Ashary, Chief Financial Officer 25+ years of global leadership experience across aerospace, defense, Previously spent >15 years in private equity, investment bankin
Slide 19: Innovating the Future of Metal
| IN IN OVATI IN G Norsk Titanium’s Rapid Plasma Deposition® is a revolutionary additive manufacturing TH F FUTU RE process that delivers structural titanium parts with reduced lead time and cost. OF METAL The ffturd ighow