Slide 1: Leveraging the US playbook
Leveraging the US playbook International expansion off a strong US base Investor Presentation September 2025 AML3D Limited (ASX:AL3) AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025
Slide 2: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does presentation, notwithstanding negligence, default or transmitted or made available including, without not take responsibility for any information, lack of care. No responsibility is accepted to inform limitation, any historical financial infor
Slide 3: AML3D Limited Overview and Leadership
AML3D Limited Overview and Leadership Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 3
Slide 4: AML3D Snapshot
AML3D Snapshot AML3D is a welding, metallurgical science, robotics, and software business which uses automated wire fed 3D printing in a large free-form environment to produce metal components and structures for commercial use. Its ARCEMY® systems are the largest open-air, turn-key, metal 3D printer
Slide 5: Key Market Statistics
Key Market Statistics Capital Structure at 30 June 2025 Company name AML3D Limited Share price and volume ASX code AL3 Share price 20.0c Market capitalisation $107.5m Shares on issue 537.7m Performance rights 7.7m Unlisted Options 64.8m Cash at bank (30 June 2025) $30.4m Substantial shareholders at
Slide 6: 2025 Preliminary Results Highlights
2025 Preliminary Results Highlights • Revenue up 1% on the prior comparable period (PCP) to $7.39 million. FY 2025 FY 2024 Change • Gross profit up 9% on the PCP to $5.05 million with gross profit Revenue $7.39m $7.32m 1% margins up 5% to 68%. Gross profit $5.05m $4.59 9% • EBITDA loss of $6.54 mill
Slide 7: Board
Board Deep industry experience combined with AML3D’s founder's vision Noel Cornish AM Sean Ebert Andy Sales Kaitlin Smith Chairman, Non-Executive Director Executive Director, CEO Executive Director, CTO Peter Siebels Company Secretary B.Sc, M.Eng.Sc., FAICD FUOW BEng Hons (Electrical), GAICD, MBA No
Slide 8: Pivotal to US Navy manufacturing
AML3D USA - Strong and Growing Pivotal to US Navy manufacturing Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 8
Slide 9: AML3D's US Growth Underpinned by Letter Of Intent from the US Department of the Navy
AML3D’s US Growth Underpinned by Letter Of Intent from the US Department of the Navy • AML3D identified, in a US Department of the Navy Letter of Intent (LOI) as pivotal to meeting US Navy additive manufacturing (AM) needs, including: • Up to 100 AM systems, • Up to 400 AM components in 2026, • Up t
Slide 10: AML3D's Advocacy Program Triples Addressable US Defence Market
AML3D’s Advocacy Program Triples Addressable US Defence Market • US advocacy campaign, facilitated by Bondi Partners, reveals additional opportunities across the US Navy Maritime Industrial Base (MIB). • Providing AM support to entire US Navy MIB has the potential to triple AML3D’s addressable marke
Slide 11: Doubling Capacity as US 'Scale up' Strategy Continues to Deliver
Doubling Capacity as US ‘Scale up’ Strategy Continues to Deliver • AML3D’s launched the US ‘Scale up’ strategy in early 2023 which delivers in excess of A$19 million in orders to date. • Manufacturing License Agreement with BFA in mid 2024 allows access to data to support the US Navy Submarine Indus
Slide 12: Entering the UK and European Markets
Leveraging the US playbook Entering the UK and European Markets Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 12
Slide 13: Accessing Additional Markets
Accessing Additional Markets Establish European operations to access strong UK demand US expansion creates capacity to grow additional markets Leverage global footprint to access new global markets Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501.
Slide 14: AML3D Enters and Secures Distribution Across the UK and Europe
AML3D Enters and Secures Distribution Across the UK and Europe • The UK defense market is displaying similar demand signals to those that prompted AML3D’s entry into the US market. • Informed by the US Scale Up strategy, AML3D entered the UK in April 2025 with a material feasibility program for BAE
Slide 15: Supporting the AUKUS Supply Chain
AML3D Australia Supporting the AUKUS Supply Chain Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 15
Slide 16: AML3D Recognized as One of the Largest Australian AUKUS Exporters
AML3D Recognized as One of the Largest Australian AUKUS Exporters • Austrade classifies AML3D as one of the largest exporters under AUKUS the trilateral Australia, The US and The UK defense pact. • AML3D is: • suppling US nuclear submarine tailpiece components via the Australian Submarine Agency, •
Slide 17: The ARCEMY Advantage
The AML3D Business The ARCEMY® Advantage Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 17
Slide 18: The WAM Advantage
The WAM® Advantage Stronger Faster Greener Better Loading More Resistant Produces material Can be manufactured Has the potential Can test up to Up to 50% more properties up to up to 75% faster2 to produce up to 95% 2 times higher4 resistant5 to metal 30% stronger1 than than forging or casting in mat
Slide 19: AML3D Technology Stack
AML3D Technology Stack Software Hardware WAMSoft® AMLSoft AMLRapid ARCEMY® WAMSoft® is the AML3D slicer AMLSoft is the operating system of AMLRapid is the connector AML3D’s ARCEMY® systems are the and path planning tool, turning a an ARCEMY cell. AMLSoft contains between AMLSoft and largest open-air
Slide 20: The ARCEMY Range
The ARCEMY® Range ARCEMY® Education ARCEMY® Small ARCEMY® Enterprise ARCEMY® X An entry-level Wire-arc Additive ARCEMY® Small Edition features For the creation of larger parts, For manufacturing industrial parts Manufacturing system typically the smallest footprint of the ARCEMY® Enterprise Edition
Slide 21: Upfront Sales with Built-In Recurring Revenues
Revenue Model Upfront Sales with Built-In Recurring Revenues Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 21
Slide 22: ARCEMY System Sales Revenue Model
ARCEMY® System Sales Revenue Model Capital Sale Licensing Fees Maintenance Production Support • Sale of complete turnkey • Complete set of qualified welding • Full inspection of Robotic • Parts production consulting to ARCEMY® Wire Additive parameters. Hardware and changeover of oil convert traditio
Slide 23: Contract Manufacturing Revenue Model
Contract Manufacturing Revenue Model Wire Feedstock Print Proof of ARCEMY® Assessment Concept Part System Sale • Demonstrates performance of WAM® technology and allows for large production runs. • Proof of Concept part manufacture is critical to demonstrating WAM® and ARCEMY® fit-for-purpose. • Pres
Slide 24: Entering Next Growth Phase
Outlook Entering Next Growth Phase Investor Presentation September 2025 AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D®, WAM®, WAMSoft®, ARCEMY® are all registered trademarks of AML3D Limited. © 2025 AML3D (ASX:AL3) // 24
Slide 25: AML3D's Growth Strategy
AML3D’s Growth Strategy Software Maintenance • Pivot from manufacturing to ARCEMY® systems supply and manufacturing. Manufacturing Support • Bigger contracts and new licensing, maintenance and support revenue. • Proof of concept and component manufacturing showcase WAM® technology. • Maintaining tec
Slide 26: New Growth Engines to Springboard off US Success
New Growth Engines to Springboard off US Success • Expansion into new and non-defence markets underway: • TVA ARCEMY® deal in the US utility sector, • UK entry via the initial BAE Systems Alloy Qualification deal. • Extremely strong balance sheet provides significant headroom to invest behind new gr
Slide 27: Build Bigger, Faster, Stronger and Greener
AML3D Limited Build Bigger, Faster, Stronger and Greener For more information, please contact: AML3D Investor Relations This presentation has been approved for release Sean Ebert FIRST Advisers by the Board of AML3D Limited. Managing Director Ben Rebbeck +61 8 8258 2658 +61 2 8011 0350 investor@aml3