Anteotech Ltd · ASX:ADO
Anteotech — Investor Presentation (April 2026)
21 slides from Anteotech's investor presentation, Apr 22, 2026
Slide 1: Investor Update Q3 FY 2026: Commercial and Technical Momentum
Investor Update Q3 FY 2026: Commercial and Technical Momentum April 2026 Merrill Gray, MD/CEO 22 April 2026 ©AnteoTech Limited 1
Slide 2: Disclaimer
Disclaimer IMPORTANT INFORMATION The purpose of the presentation is to provide an update of the business of AnteoTech Ltd (ASX:ADO) (AnteoTech). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. According
Slide 3: AnteoTech Ltd (ASX:ADO) Investment Proposition
AnteoTech Ltd (ASX:ADO) Investment Proposition • $3.3 million cash position, no debt and R&D tax rebate claim progressing [Q1 FY2027] • Two accelerating businesses in large, growing global markets • Record levels of product samples under evaluation by customers • Third-party Ultranode 95 performance
Slide 4: Delivery on FY2026 Strategy
Delivery on FY2026 Strategy Existing markets where opportunities will continue to be pursued New opportunities to be targeted and pursued Strategy Life Sciences Advanced Battery Technologies India • Targeted sales growth through existing • Further expand Serum Institute of • Target E-Mobility and ne
Slide 5: Progress Against FY2026 Strategy
Progress Against FY2026 Strategy Wyon evaluation of Large Life Sciences 2 x Ultranode 95 Ultranode 70 company collaboration anode JDAs anode proceeding CLIA commenced under negotiation Black Diamond Structures joint • South Korea: • Kangshin ABT, 2025. battery product • KOMA, LS 2015 SiMRAX under •
Slide 6: Indian Life Sciences Market Progress
LIFE SCIENCES Indian Life Sciences Market Progress • BioAsia in Hyderabad in February, part of TIQ/Austrade delegation • Serum Institute of India visit • New AnteoBind ELISA plate product, prototype testing underway • Local/‘On the ground’ business development resources engaged in mid April 2026 • S
Slide 7: Large Global Diagnostics Program Underway
LIFE SCIENCES Large Global Diagnostics Program Underway Overview • On 3 March 2026 2, AnteoTech signed an agreement with a large global life sciences company to commence a collaborative CLIA product development work program, on a 50:50 cost model basis • Program centres around AnteoBind NXT activate
Slide 8: Large Global Diagnostics Program underway cont'd
LIFE SCIENCES Large Global Diagnostics Program underway cont’d … Next Steps • Near-Term Commercial Pathway • Internal trials using AnteoTech’s optimised protocol(s) are likely post final report • Progressing commercial discussions after continued success • Supporting Market Development • AnteoTech r
Slide 9: Demonstrated CLIA Performance and Cost Benefits
LIFE SCIENCES Demonstrated CLIA Performance and Cost Benefits AnteoBind NXT activation a compelling cost reduction opportunity for CLIA particle and kit manufacturers and activated product suppliers. Source: Company data, March 2026 © AnteoTech Ltd. In-house testing shows:- • Up to 1.8 x stronger CL
Slide 10: Potential CLIA Market Entry Opportunity
LIFE SCIENCES Potential CLIA Market Entry Opportunity • Global CLIA market estimated as US$13 billion in 2024 3 • Consumables 66% of the market 4 • Antibodies plus CLIA particles 50% to 90% of total consumables • AnteoTech positioned to move up the value chain 5 So u r c e : h t t ps:/ / w w w . t e
Slide 11: USA Drone Opportunity
ADVANCED BATTERY TECHNOLOGIES USA Drone Opportunity • 2 x non-exclusive Ultranode 95 JDA negotiations underway • Defence drone focus • ‘On site’ meetings held by the team with companies in March in the USA. • Strategic investment/partnerships program underway Source: New Ultranode 95 flyer available
Slide 12: Rapidly Growing Drone Battery Market
ADVANCED BATTERY TECHNOLOGIES Rapidly Growing Drone Battery Market Potential USA market opportunity >US$1.4 Billion. 45 • Global market size 2024: US$ 8.1B A 40 Drone Battery Market • Projected market size by 2034: 35 Size 2025 to 2034 US$ 42B (CAGR: >18%) A 30 • US market by 2034: ~1/3 of total mar
Slide 13: Ultranode 95 Delivers +40% More Energy in a Smaller Battery
ADVANCED BATTERY TECHNOLOGIES Ultranode® 95 Delivers +40% More Energy in a Smaller Battery Unit stack (single layer cell) – Graphite/NMC811 Cell vs. Ultranode 95/NMC811 Cell Considers: 1 anode, 1 cathode, 1 separator, Cu/Al current collectors and electrolyte +40% in Wh/kg 272 Wh/kg* 380Wh/kg* “Activ
Slide 14: Ultranode vs. NMC811: Capacity retention
ADVANCED BATTERY TECHNOLOGIES Ultranode 95 vs. NMC811 BIC achieved better than Baseline results in Coin and Single Layer Pouch Cell formats 120 Cathode: NMC811 – 3.7 mAh/cm2 Testing protocol: 1C CCCV & 1C CC @ 25˚C Capacity retention (%) excl. formation Voltage range: 4.2V to 2.8V 110 Electrolyte: 1
Slide 15: Anteo S Targets Rapidly Growing Battery Energy Storage Systems Market
ADVANCED BATTERY TECHNOLOGIES Anteo S Targets Rapidly Growing Battery Energy Storage Systems (BESS) Market • Separators sit between the anode and cathode, preventing short circuits. Ceramic coatings (typically alumina Al₂O₃, boehmite) are added to: • Improve thermal stability • Reduce thermal runawa
Slide 16: SiMRAX Launch – Progress against BDS JDSA
ADVANCED BATTERY TECHNOLOGIES SiMRAX Launch – Progress against BDS JDSA • Sample dispatch for testing by Customers commenced in March by Black Diamond Structures (BDS) • A further six sample inquiries were received as a result of the recent marketing campaign • Next steps involve customers’ feedback
Slide 17: South Korea and Japanese Market Entry
ADVANCED BATTERY TECHNOLOGIES South Korea and Japanese Market Entry • InterBattery 2026 was attended, supported by our distributor Kangshin and Austrade. Multiple new customer leads were secured and are being engaged with. • Positive Anteo S trial feedback was received from 3 potential customers • W
Slide 18: Wyon Coin Cell Validation Complete – Commercial Cell Testing Next
ADVANCED BATTERY TECHNOLOGIES Wyon Coin Cell Validation Complete – Commercial Cell Testing Next 100 Baseline Capacity retention (%) excl. formation 90 80 70 Wyon - Coin Cell AnteoTech - Coin Cell 60 0 100 200 300 400 500 600 Cycle Number Cycle number at 80% Full Coin cell Initial CE (%) capacity ret
Slide 19: Q3 FY2026 Progress Summary
Q3 FY2026 Progress Summary 1. SII relationship and Indian market business development 2. Global Life Sciences company initial engagement on new CLIA product 3. US Drone market focus 4. BIC validation of Ultranode 95’s performance for drones in commercial cell format. 5. BDS JDSA SiMRAX joint product
Slide 20: Short Term Targets
Short Term Targets 1. Life Sciences • New customers secured in India • Large Life Sciences Joint Development Agreement (JDA) in CLIA secured • New CLIA product go-to-market approved by the Board and launched in pilot market (planning underway) Cross Linker 2. Advanced Battery Technologies • Drone an
Slide 21: Contact: www.anteotech.com
www.anteotech.com Contact: Merrill Gray merrill.gray@anteotech.com +61 (07) 3219 0085 22 April 2026 ©AnteoTech Limited 21