Electro Optic Systems Holdings Limited · ASX:EOS
Electro Optic Systems — Investor Presentation (January 2026)
24 slides from Electro Optic Systems's investor presentation, Jan 12, 2026
Slide 1: Acquisition of MARSS
ELECTRO OPTIC SYSTEMS ACQUISTION OF MARSS 12 JANUARY 2026 eos-aus.com
Slide 2: Executive Summary
EXECUTIVE SUMMARY Acquisition of MARSS transforms EOS into an integrated counter-drone systems provider → Established in 2006, MARSS is a Europe-based defence and security technology provider focused on surveillance, sensor fusion technology and integrated Command & Control (C2) systems, which are c
Slide 3: Executive Summary Cont'd
EXECUTIVE SUMMARY CONT'D MARSS’ NiDAR C2 technology acts as the “brain” that integrates sensors and effectors. Sensors (eyes / ears) perceive the threat → NiDAR C2 (brain) interprets sensor data, orchestrates the response → effectors (hands / voice) carry out the action New capability from MARSS Sen
Slide 4: Executive Summary Cont'd
EXECUTIVE SUMMARY CONT'D Drone swarms are reshaping the threat landscape. NiDAR’s advanced C2 platform enables automated, integrated defence for military and civil environments, fusing sensors and effectors to defeat swarms The Swarm Challenge The NiDAR Solution → Low-cost and adaptable: Drone swarm
Slide 5: Executive Summary Cont'd
EXECUTIVE SUMMARY CONT'D → EOS to acquire the business of MARSS, a Europe-based provider of C2 systems for counter-drone use TRANSACTION OVERVIEW → Asset purchase of MARSS IP, technology and customer contracts; transfer of MARSS’ management and staff → Performance-linked consideration structure: → U
Slide 6: Compelling Strategic Rationale
COMPELLING STRATEGIC RATIONALE eos-aus.com
Slide 7: Compelling Strategic Rationale – Capability & Technology
COMPELLING STRATEGIC RATIONALE – CAPABILITY & TECHNOLOGY The MARSS acquisition accelerates EOS’ strategy to extend its counter-drone capability Closing the capability gap caused by the evolving threat NiDAR EXAMPLE – AI OBJECT CLASSIFICATION environment → Drone and drone-swarm threats continue to ra
Slide 8: Compelling Strategic Rationale – Markets & Growth
COMPELLING STRATEGIC RATIONALE – MARKETS & GROWTH By adding world-class C2 capabilities, EOS has the opportunity to significantly expand its customer relationships Moving EOS up the value chain, with stronger tender positioning and cross sell capability → Positions EOS as an integrator of counter dr
Slide 9: A Global Integrated Defence Technology Company
A GLOBAL INTEGRATED DEFENCE TECHNOLOGY COMPANY With the addition of MARSS, EOS is becoming a truly global integrated defence technology company EOS and MARSS create a combined entity which: HQ and key engineering hub Delivers complementary capabilities → EOS proven effectors integrated with MARSS AI
Slide 10: From Threat to Response: The Critical Role of C2
From Threat to Response: The Critical Role of C2 eos-aus.com 10
Slide 11: The Drone Threat: Cheaper, Smarter, Faster, Deadlier
THE DRONE THREAT: CHEAPER, SMARTER, FASTER, DEADLIER The threat posed by drones is increasing rapidly and is only expected to accelerate DRONE ATTACKS POSE KEY CHALLENGES FOR DEFENCE FORCES LOW COST AGILE SWARMS AUTONOMY HARDENING GROUP I/II/III DRONES GROUP I/II/III DRONES GROUP IV DRONES MISSILES
Slide 12: Effective Counter-Drone Strategies Require a Layered Response
EFFECTIVE COUNTER-DRONE STRATEGIES REQUIRE A LAYERED RESPONSE EOS has a wide range of effectors for a multi-layered counter-drone defence system 1 KM 2 KM 3 KM 4 KM 5 KM 6 KM 7 KM 8 KM 9 KM 10 KM WEAPON / RANGE Electronic Warfare (EW) EOS CURRENT FOCUS Remote Weapon System Interceptor Drone High Ene
Slide 13: C2: Orchestrating Complexity into Decisive Action
C2: ORCHESTRATING COMPLEXITY INTO DECISIVE ACTION NiDAR C2 is the mission brain – transforming fragmented sensors and effectors into a unified, rapid-response network to defeat complex threats → C2 refers to the means by which military and security forces exercise authority, make decisions, and dire
Slide 14: MARSS Overview
MARSS OVERVIEW eos-aus.com 14
Slide 15: MARSS Overview
MARSS OVERVIEW MARSS is a global defence technology innovator NiDAR C4i EXAMPLE – CENTRALISED C2 Overview → Established in 2006, MARSS is a global defence and security technology provider of C2 systems, primarily for counter-drone use → MARSS’ systems integrate data from multiple sensors to provide
Slide 16: NiDAR Platform
NiDAR PLATFORM The NiDAR platform is the centrepiece of MARSS’ product suite NiDAR → NiDAR integrates sensors to track → NiDAR is an AI-powered, IoT platform at the heart of all MARSS’ LONG-RANGE objects across land, sea and air with solutions DETECTION live views and precise diagnostics → Open arch
Slide 17: NiDAR Product Offering
NiDAR PRODUCT OFFERING MARSS has developed a suite of NiDAR-based C2 solutions for varying customer needs and threat environments, supported by flexible hardware deployment options Nationwide central C2 solution Multi-domain (air, land, surface, underwater) site-based C2 solution Fully automated CUA
Slide 18: NiDAR Delivers Layered Agnostic Protection
NiDAR DELIVERS LAYERED AGNOSTIC PROTECTION NiDAR’s sophisticated technology integrates sensors and effectors to detect, verify and deny Facility protected by 2-1km NiDAR 4D >6km 8-10km 8-10km 8-10km 8. CANNON 8-10km 20km 7. MISSILE 30-80km 6. GPS 6.1 SONAR & DENIAL 5. LOUDHAILER 7. OPERATOR 4. AI VI
Slide 19: NiDAR Delivers Layered Agnostic Protection Cont'd
NiDAR DELIVERS LAYERED AGNOSTIC PROTECTION CONT’D NiDAR CUAS significantly increases the speed and efficiency with which military and security operators can detect, verify, track, and counter UAS threats Units protected by NiDAR CUAS 19
Slide 20: EOS + MARSS CUAS Case Study
EOS + MARSS CUAS CASE STUDY Illustrative customer deployment configuration for networked area CUAS protection Deployment Configuration Long range detection Mid range recognition → 1 x NiDAR X Terra vehicle with EOS and 3rd party sensors → 4 x hard kill vehicles configured with EOS RWS → Ongoing supp
Slide 21: EOS + MARSS CUAS Case Study Cont'd
EOS + MARSS CUAS CASE STUDY CONT’D Illustrative customer deployment configuration for networked area detect and defeat NiDAR X Terra Hard Kill Vehicle with EOS RWS EOS R400 EOS EO/IR RWS 3rd Party RF Capability Sensor/Effector 3rd Party MARSS Radar NiDAR C2 Platform Other EOS Effectors R400 UGV R800
Slide 22: Acquisition of MARSS Transforms EOS into an Integrated Counter-Drone Systems Provider
ACQUISITION OF MARSS TRANSFORMS EOS INTO AN INTEGRATED COUNTER-DRONE SYSTEMS PROVIDER → Closing the capability gap caused by the evolving threat environment → Proven, world class technology → Moving EOS up the value chain, with stronger tender positioning and cross-sell → Enhanced go-to-market propo
Slide 23: Disclaimer and Important Notices
Disclaimer and Important Notices This announcement has been authorised for release to the ASX by the Board of the Company. CONTENT OF PRESENTATION FOR INFORMATION PURPOSES ONLY This presentation was prepared as at 12 January 2026 and is based on information available at that time, unless noted other
Slide 24: Disclaimer and Important Notices
Disclaimer and Important Notices Acquisition risks The successful implementation of the acquisition of MARSS will depend on a range of factors, including regulatory and other third-party approvals, waivers and consents and other customary conditions precedent. If the conditions are not satisfied or
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